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Top 5 Flexi Cap Mutual Funds with Highest Returns in 5 Years: Rs 4.5 lakh one time investment in No. 1 fund has grown to Rs 20.84 lakh
- Written by Anamika Singh
Published: 1:26 PM, May 6, 2025
|Updated: 4:33 PM, May 6, 2025
Flexi Cap Funds are adjustable equity mutual funds that invest in any of the market cap segments, such as large-cap, mid-cap, or small-cap companies. It offers flexibility to the fund managers to invest in stocks of any of these companies across different sectors and market caps. For example, suppose a fund manager allocates the invested amount in a particular market sector. After a period, it is observed that there is a plunge in the performance due to market conditions. In such a scenario, the fund manager can change the fund allocation to some other sector that is performing well. In this manner, investors can benefit from the best performing stocks but also, at the same time, reduce the risk by exiting the low-performing stocks. On that note, let’s explore the top 5 flexi cap funds with the highest returns in 5 years.
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DISCLAIMER: Not financial advice; invest at your own risk
1/10
Quant Flexi Cap Fund
In 5 years, Quant Flexi Cap has given a 35.88 per cent annualised return. Its assets under management (AUM) are Rs 6,712 crore, while its net asset value (NAV) is Rs 105.93. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 19.38 per cent since its launch in January 2013.
2/10
Quant Flexi Cap Fund
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 investment of 4.5 lakh, the fund has grown to Rs 20,84,000 in 5 years.
3/10
HDFC Flexi Cap
In 5 years, HDFC Flexi Cap Fund has given a 32.25 per cent annualised return. Its assets under management (AUM) are Rs 69,639 crore, while its net asset value (NAV) is Rs 2,094.26. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 17.14 per cent since its launch in January 2013.
4/10
HDFC Flexi Cap
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 investment of 4.5 lakh, the fund has grown to Rs 18,20,000 in 5 years.
5/10
JM Flexicap Fund
This JM Flexicap Fund has delivered a 29.88 per cent annualised return in 5 years. It has a fund size of Rs 5,263 crore and a unit price of Rs 107.43. Its benchmark is the BSE 500 TRI, and since its launch in January 2013, it has achieved an annualised return of 18.03 per cent.
6/10
JM Flexicap Fund
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 5 years, a Rs 4.5 lakh lump sum investment has grown to Rs 16,63,000.
7/10
Franklin India Flexi Cap Fund
This Franklin India Flexi Cap Fund has delivered a 29.73 per cent annualised return in 5 years. It has a fund size of Rs 17,394 crore and a unit price of Rs 1,769.52. Its benchmark is the NIFTY 500 TRI, and since its launch in January 2013, it has achieved an annualised return of 17.03 per cent.
8/10
Franklin India Flexi Cap Fund
With an expense ratio of 1.0 per cent, the fund’s minimum investment requirements are Rs 500 for SIPs and Rs 1,000 for lump sum. In 5 years, a Rs 4.5 lakh lump sum investment has grown to Rs 16,54,000.
9/10
Parag Parikh Flexi Cap
In 5 years, Parag Parikh Flexi Cap has given a 29.28 per cent annualised return. Its assets under management (AUM) are Rs 93,441 crore, while its net asset value (NAV) is Rs 88.06. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 19.97 per cent since its launch in May 2013.
10/10
Parag Parikh Flexi Cap
With an expense ratio of 0.63 per cent, the fund has Rs 1,000 as a minimum SIP investment and Rs 1,000 as a minimum lump sum investment. With a one-time investment of 4.5 lakh, the fund has grown to Rs 16,25,000 in 5 years.
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