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Top 5 Flexicap Mutual Funds in 5 Years: Rs 5,00,000 lumpsum investment in No. 1 fund has led to more than double wealth
- Written by Priya Vishwakarma
Published: Zee Business| Updated: Zee Business
Top 5 Flexicap Mutual Funds in 5 Years: A flexicap mutual fund is a type of open-ended equity mutual fund that allows fund managers to invest across all market capitalisation segments. This includes
large-cap,
mid-cap, and
small-cap stocks,
depending on Opportunities and market conditions.
As of July 7, these are the top 5 flexicap mutual funds with the highest returns over the previous 5 years. According to calculations, a Rs 5,00,000 lumpsum investment in the top fund has grown to Rs 11,45,000 in just 5 years.
1/10
HDFC Flexi Cap Fund
1/10In 5 years, the HDFC Flexi Cap Fund has given a 18.02 per cent annualised return. Its assets under management (AUM) are Rs 1,01,822 crore, while its net asset value (NAV) is Rs 2,043.64. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 18.64 per cent since its inception in December 1994.
2/10
HDFC Flexi Cap Fund
2/10With an expense ratio of 1.38 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a lumpsum investment of Rs 5,00,000, the fund has grown to Rs 11,45,000 in 5 years.
3/10
JM Flexicap Fund
3/10In 5 years, the JM Flexicap Fund has given a 16.57 per cent annualised return. Its assets under management (AUM) are Rs 5,069 crore, while its net asset value (NAV) is Rs 98.44. Benchmarked against BSE 500 TRI, the fund has given annualised returns of 13.78 per cent since its inception in July 2008.
4/10
JM Flexicap Fund
4/10With an expense ratio of 2.29 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a lumpsum investment of Rs 5,00,000, the fund has grown to Rs 10,76,000 in 5 years.
5/10
Bank of India Flexi Cap Fund
5/10In 5 years, the Bank of India Flexi Cap Fund has given a 16.21 per cent annualised return. Its assets under management (AUM) are Rs 2,460 crore, while its net asset value (NAV) is Rs 37.6. Benchmarked against BSE 500 TRI, the fund has given annualised returns of 24.53 per cent since its inception in June 2020.
6/10
Bank of India Flexi Cap Fund
6/10With an expense ratio of 2.24 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a lumpsum investment of Rs 5,00,000, the fund has grown to Rs 10,60,000 in 5 years.
7/10
Quant Flexi Cap Fund
7/10In 5 years, the Quant Flexi Cap Fund has given a 15.46 per cent annualised return. Its assets under management (AUM) are Rs 6,994 crore, while its net asset value (NAV) is Rs 109.52. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 14.44 per cent since its inception in August 2008.
8/10
Quant Flexi Cap Fund
8/10With an expense ratio of 2.21 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a lumpsum investment of Rs 5,00,000, the fund has grown to Rs 10,26,000 in 5 years.
9/10
Parag Parikh Flexi Cap Fund
9/10In 5 years, the Parag Parikh Flexi Cap Fund has given a 13.72 per cent annualised return. Its assets under management (AUM) are Rs 1,41,447 crore, while its net asset value (NAV) is Rs 83.37. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 17.55 per cent since its inception in May 2013.
10/10
Parag Parikh Flexi Cap Fund
10/10With an expense ratio of 1.32 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a lumpsum investment of Rs 5,00,000, the fund has grown to Rs 9,51,000 in 5 years.
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