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Top 5 Flexicap Mutual Funds With Best SIP Returns in 5 Years: Rs 45,000 monthly SIP in No. 1 fund has led to Rs 41.24 lakh wealth
- Written by ZeeBiz WebTeam
Published: Zee Business| Updated: Zee Business
Top 5 Flexicap Mutual Funds With Best SIP Returns 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 April 29, these are the top 5 flexicap mutual funds with the highest SIP returns over the previous 5 years. According to calculations, a Rs 45,000 monthly investment in the top fund has grown to Rs 41,24,000 in just 5 years.
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1/10
Bank of India Flexi Cap Fund
1/10In 5 years, the Bank of India Flexi Cap Fund has given a 16.52 per cent annualised return. Its assets under management (AUM) are Rs 2,034 crore, while its net asset value (NAV) is Rs 36.32. Benchmarked against BSE 500 TRI, the fund has given annualised returns of 24.68 per cent since its inception in June 2020.
2/10
Bank of India Flexi Cap Fund
2/10With an expense ratio of 1.98 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 monthly investment of Rs 45,000, the fund has grown to Rs 41,24,000 in 5 years.
3/10
HDFC Flexi Cap Fund
3/10In 5 years, the HDFC Flexi Cap Fund has given a 15.71 per cent annualised return. Its assets under management (AUM) are Rs 91,335 crore, while its net asset value (NAV) is Rs 1,953.41. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 18.59 per cent since its inception in December 1994.
4/10
HDFC Flexi Cap Fund
4/10With an expense ratio of 1.35 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 monthly investment of Rs 45,000, the fund has grown to Rs 40,44,000 in 5 years.
5/10
Quant Flexi Cap Fund
5/10In 5 years, the Quant Flexi Cap Fund has given a 14.51 per cent annualised return. Its assets under management (AUM) are Rs 5,687 crore, while its net asset value (NAV) is Rs 103.19. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 14.21 per cent since its inception in August 2008.
6/10
Quant Flexi Cap Fund
6/10With an expense ratio of 1.86 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 monthly investment of Rs 45,000, the fund has grown to Rs 39,27,000 in 5 years.
7/10
HSBC Flexi Cap Fund
7/10In 5 years, the Quant Flexi Cap Fund has given a 13.58 per cent annualised return. Its assets under management (AUM) are Rs 4,724 crore, while its net asset value (NAV) is Rs 219.8. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 14.98 per cent since its inception in January 2004.
8/10
HSBC Flexi Cap Fund
8/10With an expense ratio of 1.95 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 monthly investment of Rs 45,000, the fund has grown to Rs 38,39,000 in 5 years.
9/10
JM Flexicap Fund
9/10In 5 years, the JM Flexicap Fund has given a 13.26 per cent annualised return. Its assets under management (AUM) are Rs 4,504 crore, while its net asset value (NAV) is Rs 93.11. Benchmarked against BSE 500 TRI, the fund has given annualised returns of 13.58 per cent since its inception in July 2008.
10/10
JM Flexicap Fund
10/10With an expense ratio of 1.86 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 monthly investment of Rs 45,000, the fund has grown to Rs 38,09,000 in 5 years.
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