Top 7 Flexi Cap Mutual Funds With Highest SIP Returns in 5 Years: Rs 17,777 monthly SIP investment in No. 1 scheme has given Rs 23,25,190
Top 7 Flexi Cap Mutual Funds With Best SIP Returns in 5 Years: Flexi cap mutual funds have large, mid, and small cap stocks in them and are considered a good category for sharp market fluctuations. The fund manager can select the stock of any market capitalisation company. They don't need to maintain a certain ratio of large, mid, and small cap mutual funds.
Top 7 Flexi Cap Mutual Funds With Best SIP Returns in 5 Years: Mutual fund investors choose large, mid, and small cap funds for their portfolio diversification as well as for maintaining stability and growth. But all 3 categories are heavy with stocks of their respective caps. While large cap mutual funds need to maintain at least 80 per cent large cap stocks in them, mid and small cap funds need to have at least 65 per cent stocks of their respective market capitalisation. Flexi cap is a mutual fund category, which has large, mid, and small cap stocks in its portfolio. The fund manager is free to pick the stock of any market capitalisation firm, and they can pick either of the caps in any proportion. It also helps them pick performing market cap stocks and get rid of non-performers. The flexi cap mutual fund category has given 12.41 per cent annualised return in 1 year, 13.67 per cent in 3 years, 16.49 per cent in 5 years, and 12.62 per cent in 10 years. Here, we take you through the top 7 flexi cap mutual funds with highest SIP returns in 5 years. Also know how a Rs 17,777 monthly SIP investment in each fund has given in that duration.
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JM Flexicap Fund Direct Plan-Growth
The small cap fund has given 27.91 per cent annualised SIP return in 5 years.
It has assets under management (AUM) of Rs 5,338 crore, while its net asset value (NAV) is Rs 110.9912.
Benchmarked against BSE 500 TRI, the fund has given 18.74 per cent annualised return since its launch in January 2013.
JM Flexicap Fund Direct Plan-Growth
At an expense ratio of 0.56 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 17,777 monthly SIP investment in the 5-year period, or a total investment of Rs 10,66,620, has ballooned to Rs 23,25,190.
HDFC Flexi Cap Direct Plan-Growth
The fund has given 26.55 per cent annualised SIP return in the 5-year period.
It has AUM of Rs 66,344 crore, while its NAV is Rs 1,999.62.
Benchmarked against NIFTY 500 TRI, the fund has given 29.01 per cent annualised return since its debut in January 2013.
HDFC Flexi Cap Direct Plan-Growth
With an expense ratio of 0.8 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 17,777 monthly SIP investment in the 5-year time frame has sprung to Rs 22,31,694.
Quant Flexi Cap Fund Direct-Growth
The fund has given 26.04 per cent annualised SIP return in the 5-year time frame.
It has an asset base of Rs 7,185 crore, while its unit price is Rs 102.251.
Benchmarked against NIFTY 500 TRI, the fund has given 19.46 per cent annualised return since its beginning in January 2013.
Quant Flexi Cap Fund Direct-Growth
At an expense ratio of 0.61 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 17,777monthly SIP investment in 5 years has zoomed to Rs 21,97,776.
Parag Parikh Flexi Cap Fund Direct-Growth
The fund has given 24.40 per cent annualised SIP return in 5 years.
It has a fund size of Rs 87,539 crore, while its NAV is Rs 87.72.
Benchmarked against NIFTY 500 TRI, the fund has given 20.42 per cent annualised return since its starting in May 2013.
Parag Parikh Flexi Cap Fund Direct-Growth
With an expense ratio of 0.63 per cent, the fund has Rs 1,000 as the minimum SIP investment and lump sum investment each.
A Rs 17,777 monthly SIP investment in the 5-year period has jumped to Rs 20,92,753.
Franklin India Flexi Cap Fund Direct-Growth
The fund has given 23.13 per cent annualised SIP return in the 5-year period.
Its AUM is Rs 17,947 crore, while its NAV is Rs 1,719.55.
Benchmarked against NIFTY 500 TRI, the fund has given 17.12 per cent annualised return since its inception in January 2013.
Franklin India Flexi Cap Fund Direct-Growth
At an expense ratio of 0.92 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 17,777 monthly SIP investment in the 5-year time frame has jumped to Rs 20,15,487.
Edelweiss Flexi Cap Fund Direct-Growth
The fund has given 22.29 per cent annualised SIP return in the 5-year time frame.
It has an asset base of Rs 2,469 crore, while its unit price is Rs 41.23.
Benchmarked against NIFTY 500 TRI, the fund has given 15.19 per cent annualised return since its debut in January 2015.
Edelweiss Flexi Cap Fund Direct-Growth
With an expense ratio of 0.43 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 17,777 monthly SIP investment in 5 years has grown to Rs 19,66,241.
Motilal Oswal Flexi Cap Fund Direct-Growth
The fund has given 22.26 per cent annualised SIP return in 5 years.
It has a fund size of Rs 13,162 crore, while its NAV is Rs 63.92.
Benchmarked against NIFTY 500 TRI, the fund has given 18.83 per cent annualised return since its launch in April 2014.
Motilal Oswal Flexi Cap Fund Direct-Growth
At an expense ratio of 0.88 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 17,777 monthly SIP investment in the 5-year period has converted into Rs 19,64,509.