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Top 5 Flexi Cap Mutual Funds: Rs 1 lakh one-time investment has grown to Rs 2.44 lakh-3.70 lakh in 5 years; see list
- Written by ZeeBiz WebTeam
Published: Zee Business| Updated: Zee Business
Flexi Mutual Funds: Do you know about flexi cap mutual funds (also known as flexi funds)? Flexi cap mutual funds are a type of open-ended equity funds that can have allocations in stocks across largecap, midcap and smallcap segments, giving fund managers more freedom in tackling unfavourable market situations. Let's look at some of the top-performing flexi cap mutual funds. Five funds flexi funds have delivered annualised returns to the tune of 19.5-29.9 per cent in the last 5 years, according to data available on mutual fund industry body AMFI's website, amfiindia.com.
To put that into perspective, an investment of Rs 1 lakh has led to a corpus of Rs 2.44-3.70 lakh in these schemes during this period, calculations show.
Read on to learn about these MF schemes in detail.
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Top 5 Flexi Mutual Funds by One-time Investment Returns in 5 Years
1/13These funds are:
Quant Flexi Cap Fund (with an annualised 29.91 per cent in direct mode)
HDFC Flexi Cap Fund (22.70 per cent)
JM Flexicap Fund (22.08 per cent)
Franklin India Flexi Cap Fund (20.86 per cent)
PGIM India Flexi Cap Fund (19.54 per cent)
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Benchmarks | Nifty 500 Total Return Index & BSE 500 Total Return Index
2/13All five have beaten their benchmarks: the Nifty 500 Total Return Index (17.02 annualised return) and the BSE 500 Total Return Index (17.11 per cent).
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Quant Flexi Cap Fund
3/13A lump sum investment of Rs 1 lakh in this scheme has grown to approximately Rs 3.70 lakh in 5 years, calculations show.
4/13
HDFC Flexi Cap Fund
4/13A one-time Rs 1 lakh investment in this flexi fund has grown to about Rs 2.78 lakh in 5 years.
5/13
JM Flexicap Fund
5/13A lump sum investment of Rs 1 lakh in this MF scheme has led to a corpus of approximately Rs 2.71 lakh in 5 years.
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Franklin India Flexi Cap Fund
6/13A Rs 1 lakh lump sum investment in this fund has grown to almost Rs 2.58 lakh in 5 years.
7/13
PGIM India Flexi Cap Fund
7/13A Rs 1 lakh lump sum investment in this scheme has led to a corpus of approximately Rs 2.44 lakh in 5 years.
8/13
Now, let's get to SIP returns
8/13The five schemes have delivered annualised returns to the tune of 16-26 per cent in 5 years through the SIP route.
9/13
Quant Flexi Cap Fund
9/13A Rs 1,000 monthly SIP in this flexi fund in 5 years (total investment Rs 60,000) has led to a corpus of Rs 1.09 lakh.
10/13
HDFC Flexi Cap Fund
10/13A Rs 1,000 monthly SIP in this fund has helped investors amass Rs 1.13 lakh in 5 years.
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JM Flexicap Fund
11/13Through a Rs 1,000 monthly SIP, this fund has generated a corpus of Rs 1.14 lakh in 5 years.
12/13
Franklin India Flexi Cap Fund
12/13A Rs 1,000 monthly SIP in this scheme has led to a corpus of about Rs 1.03 lakh in 5 years.
13/13
PGIM India Flexi Cap Fund
13/13A Rs 1,000 monthly SIP in this MF scheme has led to a corpus of about Rs 90,250 in 5 years.
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