Top 5 Flexi Cap Mutual Funds with highest SIP returns in 10 years: Rs 2.5 lakh one time investment in No. 1 fund has grown to Rs 14.39 lakh

Flexi cap is an equity fund that doesn't restrict investors to specific market cap segments, giving them the flexibility to adjust their portfolios based on the market conditions. In simple words, a flexi cap mutual fund invests in any of the market cap segments, such as large cap, mid cap, or small cap companies. Which simply means you don’t have to worry about choosing between large, mid, and small-cap companies. Mostly, when the market is volatile, and we want to mitigate our risks, we tend to invest in the best-performing sectors. Thus, explore the top 5 flexi cap mutual funds with the highest returns in 10 years. A Rs 2.5 lakh one time investment in No. 1 fund has grown to Rs 14.39 lakh.

Also read: Top flexi-cap SIP mutual funds with up to 40% annual returns: Rs 20,000 monthly SIP in No. 1 fund has turned into Rs 37.67 lakh in 5 years

HDFC Flexi Cap Mutual Fund

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In 10 years, HDFC Flexi Cap Fund has given a 15.33 per cent annualised return. Its assets under management (AUM) are Rs 69,639 crore, while its net asset value (NAV) is Rs 2,031.62. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 16.93 per cent since its launch in January 2013.

With an expense ratio of 0.81 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. With a one-time SIP investment of 2.5 lakh, the fund has grown to Rs 10,40,000 in 10 years.

JM Flexicap Fund

This JM Flexicap Fund has delivered a 16.83 per cent annualised return in 10 years. It has a fund size of Rs 5,263 crore and a unit price of Rs 104.86. Its benchmark is the BSE 500 TRI, and since its launch in January 2013, it has achieved an annualised return of 17.88 per cent.

With an expense ratio of 0.56 per cent, the fund’s minimum investment requirements are Rs 500 for SIPs and Rs 1,000 for lump sum. In 10 years, a Rs 2.5 lakh lump sum SIP investment has grown to Rs 11,84,000.

Quant Flexi Cap Fund

In 10 years, Quant Flexi Cap Fund has given a 19.13 per cent annualised return. Its assets under management (AUM) are Rs 6,712 crore, while its net asset value (NAV) is Rs 102.42. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 19.14 per cent since its launch in January 2013.

With an expense ratio of 0.62 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a one-time SIP investment of 2.5 lakh, the fund has grown to Rs 14,39,000 in 10 years.

Parag Parikh Flexi Cap

This Parag Parikh Flexi Cap has delivered a 17.62 per cent annualised return in 10 years. It has a fund size of Rs 93,441 crore and a unit price of Rs 85.41. Its benchmark is the NIFTY 500 TRI, and since its launch in May 2013, it has achieved an annualised return of 19.76 per cent.

With an expense ratio of 0.63 per cent, the fund’s minimum investment requirements are Rs 1,000 for SIPs and Rs 1,000 for lump sum. In 10 years, a Rs 2.5 lakh lump sum SIP investment has grown to Rs 12,67,000.

Franklin India Flexi Cap

In 10 years, Franklin India Flexi Cap has given a 14.12 per cent annualised return. Its assets under management (AUM) are Rs 17,394 crore, while its net asset value (NAV) is Rs 1,701.73. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 16.74 per cent since its launch in January 2013.

With an expense ratio of 1.0 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a one-time SIP investment of 2.5 lakh, the fund has grown to Rs 9,37,000 in 10 years.

DISCLAIMER: Not financial advice; invest at your own risk