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Top 5 Flexicap Mutual Funds With Best SIP Returns in 3 Years: Rs 23,000 monthly SIP in No. 1 fund has led to Rs 11.81 lakh wealth
- Written by ZeeBiz WebTeam
Published: Zee Business| Updated: Zee Business
Top 5 Flexicap Mutual Funds With Best SIP Returns in 3 Years: 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. As of August 19, these are the top 5 flexicap mutual funds with the highest SIP returns over the previous three years. According to calculations, a Rs 23,000 monthly investment in the top fund has grown to Rs 11.81 lakh in just 3 years.
1/10
Invesco India Flexi Cap Fund
1/10In 3 years, Invesco India Flexi Cap Fund has given a 24.57 per cent annualised return. Its assets under management (AUM) are Rs 3,426 crore, while its net asset value (NAV) is Rs 20.01. Benchmarked against BSE 500 TRI, the fund has given annualised returns of 21.87 per cent since its launch in January 2022.
2/10
Invesco India Flexi Cap Fund
2/10With an expense ratio of 0.58 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 23,000, the fund has grown to Rs 11,81,000 in 3 years.
3/10
Motilal Oswal Flexi Cap Fund
3/10In 3 years, Motilal Oswal Flexi Cap Fund has given a 23.81 per cent annualised return. Its assets under management (AUM) are Rs 13,727 crore, while its net asset value (NAV) is Rs 67.29. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 18.41 per cent since its launch in April 2014.
4/10
Motilal Oswal Flexi Cap Fund
4/10With an expense ratio of 0.86 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 23,000, the fund has grown to Rs 11,69,000 in 3 years.
5/10
HDFC Flexi Cap Fund
5/10In 3 years, HDFC Flexi Cap Fund has given a 21.54 per cent annualised return. Its assets under management (AUM) are Rs 80,642 crore, while its net asset value (NAV) is Rs 2,155.71. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 16.99 per cent since its launch in January 2013.
6/10
HDFC Flexi Cap Fund
6/10With an expense ratio of 0.72 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 23,000, the fund has grown to Rs 11,33,000 in 3 years.
7/10
Parag Parikh Flexi Cap Fund
7/10In 3 years, Parag Parikh Flexi Cap Fund has given a 20.89 per cent annualised return. Its assets under management (AUM) are Rs 1,13,281 crore, while its net asset value (NAV) is Rs 92.23. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 19.92 per cent since its launch in May 2013.
8/10
Parag Parikh Flexi Cap Fund
8/10With an expense ratio of 0.63 per cent, the fund has Rs 1000 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. With a monthly investment of Rs 23,000, the fund has grown to Rs 11,23,000 in 3 years.
9/10
WhiteOak Capital Flexi Cap Fund
9/10In 3 years, WhiteOak Capital Flexi Cap Fund has given a 19.83 per cent annualised return. Its assets under management (AUM) are Rs 5,556 crore, while its net asset value (NAV) is Rs 17.88. Benchmarked against BSE 500 TRI, the fund has given annualised returns of 20.99 per cent since its launch in July 2022.
10/10
WhiteOak Capital Flexi Cap Fund
10/10With an expense ratio of 0.43 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 23,000, the fund has grown to Rs 11,06,000 in 3 years.
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