Top 5 Flexicap Mutual Funds with Highest SIP Returns: Flexicap mutual funds are a type of open-ended equity mutual fund that offers fund managers the flexibility to invest across all market capitalisation segments — such as large-cap, mid-cap, and small-cap — depending on market conditions and opportunities. Here is a list of the top 5 flexicap mutual funds with the highest SIP returns in 7 years, as of June 16. A Rs 25,000 monthly investment in the top fund has grown to Rs 51.7 lakh in just 7 years, show calculations.
1/10In 7 years, Quant Flexicap Fund has given a 25.35 per cent annualised return. Its assets under management (AUM) are Rs 7,153 crore, while its net asset value (NAV) is Rs 107.37. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 19.32 per cent since its launch in January 2013.
2/10With an expense ratio of 0.61 per cent, the fund has Rs 1000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a monthly investment of Rs 25,000, the fund has grown to Rs 51,70,000 in 7 years.
3/10In 7 years, HDFC Flexicap Fund has given a 23 per cent annualised return. Its assets under management (AUM) are Rs 75,784 crore, while its net asset value (NAV) is Rs 2124.3. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 17.1 per cent since its launch in January 2013.
4/10With 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 25,000, the fund has grown to Rs 47,58,000 in 7 years.
5/10In 7 years, Parag Parikh Flexicap Fund has given a 22.60 per cent annualised return. Its assets under management (AUM) are Rs 1,03,868 crore, while its net asset value (NAV) is Rs 90.67. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 20.06 per cent since its inception in May 2013.
6/10With an expense ratio of 0.63 per cent, the fund has Rs 1000 as a minimum SIP investment and a minimum lump sum investment. With a monthly investment of Rs 25,000, the fund has grown to Rs 46,91,000 in 7 years.
7/10In 7 years, JM Flexicap Fund has given a 22.54 per cent annualised return. Its assets under management (AUM) are Rs 5,917 crore, while its net asset value (NAV) is Rs 109.36. Benchmarked against BSE 500 TRI, the fund has given annualised returns of 18.02 per cent since its inception in January 2013.
8/10With an expense ratio of 0.47 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 25,000, the fund has grown to Rs 46,80,000 in 7 years.
9/10In 7 years, Franklin India Flexicap Fund has given a 20.71 per cent annualised return. Its assets under management (AUM) are Rs 18,679 crore, while its net asset value (NAV) is Rs 1808.7. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 17.07 per cent since its launch in January 2013.
10/10With an expense ratio of 0.9 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a monthly investment of Rs 25,000, the fund has grown to Rs 43,87,000 in 7 years.