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Top 5 Flexi Cap Mutual Funds with Highest SIP Returns: Rs 20,000 monthly investment in No. 1 fund has grown to Rs 22.69 lakh in just 5 years
- Written by Anamika Singh
Published: Zee Business| Updated: Zee Business
As per the Securities and Exchange Board of India (SEBI) norms, Flexicap funds have to invest at least 65 per cent of their total assets in equity and equity-related instruments. Flexicap funds are equity funds that have the flexibility to invest in any market cap segment, like large-cap, mid-cap, or small-cap stocks, without any restriction. The fund manager can change the allocation of the fund based on the market conditions, opportunities, and valuations. We will walk you through the top 5 flexi cap mutual funds with the highest returns in 5 years. Explore to check out Rs 20,000 monthly investment in the No. 1 fund has jumped to Rs 22.69 lakh in just 5 years.
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1/10
HDFC Flexi Cap
1/10In 5 years, HDFC Flexi Cap Fund has given a 25.80 per cent annualised return. Its assets under management (AUM) are Rs 74,105 crore, while its net asset value (NAV) is Rs 2,153.9. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 17.26 per cent since its launch in January 2013.
2/10
HDFC Flexi Cap
2/10With an expense ratio of 0.73 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. With a monthly investment of Rs 20,000 and a total investment of Rs 12 lakh in the following 5 years, the fund has grown to Rs 22,69,000 in 5 years.
3/10
JM Flexicap Fund
3/10This JM Flexicap Fund has delivered a 24.69 per cent annualised return in 5 years. It has a fund size of Rs 5,625 crore and a unit price of Rs 111.66. Its benchmark is the BSE 500 TRI, and since its launch in January 2013, it has achieved an annualised return of 18.24 per cent.
4/10
JM Flexicap Fund
4/10With an expense ratio of 0.47 per cent, the fund’s minimum investment requirements are Rs 500 for SIPs and Rs 1,000 for lump sum. In 5 years, a Rs 20,000 monthly investment has grown to Rs 22,10,000.
5/10
Quant Flexi Cap
5/10In 5 years, Quant Flexi Cap has given a 23.75 per cent annualised return. Its assets under management (AUM) are Rs 7,016 crore, while its net asset value (NAV) is Rs 109.85. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 19.56 per cent since its launch in January 2013.
6/10
Quant Flexi Cap
6/10With an expense ratio of 0.61 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a monthly investment of 20,000, the fund has grown to Rs 21,60,000 in 5 years.
7/10
Franklin India Flexi Cap
7/10This Franklin India Flexi Cap Fund has delivered a 22.27 per cent annualised return in 5 years. It has a fund size of Rs 18,225 crore and a unit price of Rs 1,839.45. Its benchmark is the NIFTY 500 TRI, and since its launch in January 2013, it has achieved an annualised return of 17.25 per cent.
8/10
Franklin India Flexi Cap
8/10With an expense ratio of 0.9 per cent, the fund’s minimum investment requirements are Rs 500 for SIPs and Rs 1,000 for lump sum. In 5 years, a Rs 20,000 monthly investment has grown to Rs 20,85,000.
9/10
Parag Parikh Flexi Cap
9/10In 5 years, Parag Parikh Flexi Cap has given a 22.21 per cent annualised return. Its assets under management (AUM) are Rs 98,541 crore, while its net asset value (NAV) is Rs 91.9973. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 20.21 per cent since its launch in May 2013.
10/10
Parag Parikh Flexi Cap
10/10With an expense ratio of 0.63 per cent, the fund has Rs 1,000 as a minimum SIP investment and Rs 1,000 and a minimum lump sum investment. With a monthly investment of Rs 20,000, the fund has grown to Rs 20,84,000 in 5 years.
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