Top 7 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 March 17, these are the top 7 flexicap mutual funds with the highest SIP returns over the previous 5 years. According to calculations, a Rs 12,000 monthly investment in the top fund has grown to Rs 10,51,000 in just 5 years.
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1/14In 5 years, the HDFC Flexi Cap Fund has given a 15.12 per cent annualised return. Its assets under management (AUM) are Rs 1,00,455 crore, while its net asset value (NAV) is Rs 1,893.84. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 18.55 per cent since its inception in December 1994.
2/14With 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 12,000, the fund has grown to Rs 10,51,000 in 5 years.
3/14In 5 years, the Bank of India Flexi Cap Fund has given a 13.08 per cent annualised return. Its assets under management (AUM) are Rs 2,186 crore, while its net asset value (NAV) is Rs 32.93. Benchmarked against BSE 500 TRI, the fund has given annualised returns of 23.11 per cent since its inception in June 2020.
4/14With 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 12,000, the fund has grown to Rs 9,99,000 in 5 years.
5/14In 5 years, the Parag Parikh Flexi Cap Fund has given a 12.87 per cent annualised return. Its assets under management (AUM) are Rs 1,34,253 crore, while its net asset value (NAV) is Rs 81.05. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 17.74 per cent since its inception in May 2013.
6/14With an expense ratio of 1.28 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 12,000, the fund has grown to Rs 9,94,000 in 5 years.
7/14In 5 years, the Edelweiss Flexi Cap Fund has given a 11.23 per cent annualised return. Its assets under management (AUM) are Rs 3,203 crore, while its net asset value (NAV) is Rs 36.15. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 12.25 per cent since its inception in January 2015.
8/14With an expense ratio of 1.91 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 12,000, the fund has grown to Rs 9,54,000 in 5 years.
9/14In 5 years, the JM Flexicap Fund has given a 11.12 per cent annualised return. Its assets under management (AUM) are Rs 5,159 crore, while its net asset value (NAV) is Rs 87.15. Benchmarked against BSE 500 TRI, the fund has given annualised returns of 13.25 per cent since its inception in July 2008.
10/14With an expense ratio of 1.85 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 12,000, the fund has grown to Rs 9,52,000 in 5 years.
11/14In 5 years, the Franklin India Flexi Cap Fund has given a 10.58 per cent annualised return. Its assets under management (AUM) are Rs 19,598 crore, while its net asset value (NAV) is Rs 1,509.73. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 17.69 per cent since its inception in September 1994.
12/14With an expense ratio of 1.7 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 12,000, the fund has grown to Rs 9,39,000 in 5 years.
13/14In 5 years, the Aditya Birla Sun Life Flexi Cap Fund has given a 10.56 per cent annualised return. Its assets under management (AUM) are Rs 25,207 crore, while its net asset value (NAV) is Rs 1,718.29. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 20.53 per cent since its inception in August 1998.
14/14With an expense ratio of 1.66 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 12,000, the fund has grown to Rs 9,39,000 in 5 years.