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Top 5 Flexi Cap Mutual Funds with highest returns in 7 years: Rs 3.5 lakh one time investment in No. 1 fund has grown to Rs 12.96 lakh
- Written by Anamika Singh
Published: 1:04 PM, Apr 29, 2025
|Updated: 5:29 PM, Apr 29, 2025
Flexi cap involves exposure to all sizes and types of companies, ranging from large cap to mid cap and small cap companies. This helps in balancing risks and returns by reducing dependency on any one particular market segment. Instead of managing multiple funds spread over market caps, investors can diversify their portfolio with a single flexi cap fund. This makes it easy to manage a portfolio and avoids regular monitoring. Investors looking for long-term goals like retirement, children’s education, marriage, etc., and have a time horizon of at least 5-7 years can look forward to investing in it.
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DISCLAIMER: Not financial advice; invest at your own risk
1/10
Franklin India Flexi Cap Fund
This Franklin India Flexi Cap Fund has delivered a 15.94 per cent annualised return in 7 years. It has a fund size of Rs 17,394 crore and a unit price of Rs 1,756.25. Its benchmark is the NIFTY 500 TRI, and since its launch in January 2013, it has achieved an annualised return of 16.99 per cent.
2/10
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 7 years, a Rs 3.5 lakh lump sum SIP investment has grown to Rs 9,85,000.
3/10
HDFC Flexi Cap
In 7 years, HDFC Flexi Cap Fund has given a 18.20 per cent annualised return. Its assets under management (AUM) are Rs 69,639 crore, while its net asset value (NAV) is Rs 2,096.15. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 17.18 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 SIP investment of 3.5 lakh, the fund has grown to Rs 11,28,000 in 7 years.
5/10
JM Flexicap Fund
This JM Flexicap Fund has delivered an 18.63 per cent annualised return in 7 years. It has a fund size of Rs 5,263 crore and a unit price of Rs 107.3427. Its benchmark is the BSE 500 TRI, and since its launch in January 2013, it has achieved an annualised return of 18.05 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 7 years, a Rs 3.5 lakh lump sum SIP investment has grown to Rs 11,57,000.
7/10
Parag Parikh Flexi Cap Fund
In 7 years, Quant Flexi Cap has given a 20.28 per cent annualised return. Its assets under management (AUM) are Rs 93,441 crore, while its net asset value (NAV) is Rs 87.81. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 19.98 per cent since its launch in May 2013.
8/10
Parag Parikh Flexi Cap Fund
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 SIP investment of 3.5 lakh, the fund has grown to Rs 12,75,000 in 7 years.
9/10
Quant Flexi Cap
In 7 years, Quant Flexi Cap has given a 20.56 per cent annualised return. Its assets under management (AUM) are Rs 6,712 crore, while its net asset value (NAV) is Rs 105.52. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 19.37 per cent since its launch in January 2013.
10/10
Quant Flexi Cap
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 3.5 lakh, the fund has grown to Rs 12,96,000 in 7 years.
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