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Top 5 Flexi Cap Mutual Funds with Highest SIP Returns: Rs 25,000 monthly investment in No. 1 fund has jumped to Rs 13.48 lakh in just 3 years
- Written by Anamika Singh
Published: Zee Business| Updated: Zee Business
As per the Securities and Exchange Board of India (SEBI) norms, Flexicap funds have to invest at least 65 per cent of their total assets in equity and equity-related instruments. Flexi Cap Funds are open-ended equity mutual funds that invest across various market capitalisation segments, including large cap, mid cap, and small cap companies. This fund type offers flexibility to fund managers, enabling them to invest in stocks of companies across different sectors and market capitalisations. Take a look at the top flexi cap mutual funds with the highest returns in 3 years.
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1/8
Motilal Oswal Flexi Cap Fund
1/8In 3 years, Motilal Oswal Flexi Cap Fund has given a 28.14 per cent annualised return. Its assets under management (AUM) are Rs 13,894 crore, while its net asset value (NAV) is Rs 69.63. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 18.96 per cent since its launch in January 2013.
2/8
Motilal Oswal Flexi Cap Fund
2/8With an expense ratio of 0.86 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. With a monthly investment of 25,000, the fund has grown to Rs 13,48,000 in 3 years.
3/8
Invesco India Flexi Cap
3/8This Invesco India Flexi Cap has delivered a 26.83 per cent annualised return in 3 years. It has a fund size of Rs 3,267 crore and a unit price of Rs 20.13. Its benchmark is the BSE 500 TRI, and since its launch in January 2022, it has achieved an annualised return of 22.81 per cent.
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Invesco India Flexi Cap
4/8With an expense ratio of 0.64 per cent, the fund’s minimum investment requirements are Rs 500 for SIPs and Rs 1,000 for lump sum. In 3 years, a Rs 25,000 monthly investment has grown to Rs 13,25,000.
5/8
HDFC Flexi Cap
5/8In 3 years, HDFC Flexi Cap Fund has given a 23.92 per cent annualised return. Its assets under management (AUM) are Rs 79,585 crore, while its net asset value (NAV) is Rs 2,174.29. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 17.22 per cent since its launch in January 2013.
6/8
HDFC Flexi Cap
6/8With an expense ratio of 0.72 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. With a monthly investment of Rs 25,000 and a total investment of Rs 9 lakh in the following 3 years, the fund has grown to Rs 12,73,000.
7/8
Bank of India Flexi Cap
7/8This Bank of India Flexi Cap has delivered a 23.42 per cent annualised return in 3 years. It has a fund size of Rs 2,209 crore and a unit price of Rs 37.64. Its benchmark is the BSE 500 TRI, and since its launch in June 2020, it has achieved an annualised return of 30.05 per cent. With an expense ratio of 0.54 per cent, the fund’s minimum investment requirements are Rs 1,000 for SIPs and Rs 5,000 for lump sum. In 3 years, a Rs 25,000 monthly investment has grown to Rs 12,64,000.
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JM Flexicap Fund
8/8This JM Flexicap Fund has delivered a 22.75 per cent annualised return in 3 years. It has a fund size of Rs 5,917 crore and a unit price of Rs 112.19. Its benchmark is the BSE 500 TRI, and since its launch in January 2013, it has achieved an annualised return of 18.15 per cent. With an expense ratio of 0.49 per cent, the fund’s minimum investment requirements are Rs 500 for SIPs and Rs 1,000 for lump sum. In 3 years, a Rs 25,000 monthly investment has grown to Rs 12,53,000.
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