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Top 7 Flexi Cap Mutual Funds With up to 52% SIP Return in 1 Year: Rs 20,000 monthly SIP investment in No. 1 fund has generated Rs 3.02 lakh; know about others too
- Written by Shaghil Bilali
Published: Zee Business| Updated: Zee Business
Top 7 Flexi Cap Mutual Funds With Highest SIP Returns in 1 Year: Mutual fund investors seeking diversification in their portfolio likely keep large, mid, and small cap mutual funds in their portfolio. Having these funds in their portfolio provides them significant exposure to large, mid, and small cap stocks. But through a flexi cap fund, they can invest in all 3 categories in one go. In a flexi cap fund, the manager needs to maintain 65 per cent exposure to equity and equity-related assets. But they can have the stock of any company of any market capitalisation. It means they can have large, mid, and small cap stocks in any ratio. Depending on the market condition, they can shuffle one cap from another. The category is suitable for long-term investors. The flexi cap mutual fund category has given 23.98 per cent return in 1 year, 17.03 per cent in 3 years, 18.57 per cent in 5 years, and 14.24 per cent in 10 years, as per Value Research data.
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1/14
Motilal Oswal Flexi Cap Fund Direct-Growth
1/14The fund has given 51.50 per cent annualised SIP return in the 1-year time frame. It has assets under management (AUM) of Rs 12,598 crore, while its net asset value (NAV) is Rs 71.98. Benchmarked against NIFTY 500 TRI, the fund has given 20.43 per cent annualised return since its inception in April 2014.
2/14
Motilal Oswal Flexi Cap Fund Direct-Growth
2/14With 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 20,000 monthly SIP investment in 1 year, or a total investment of Rs 2,40,000, has converted to Rs 3.02 lakh.
3/14
Invesco India Flexi Cap Fund Direct - Growth
3/14The fund has given 40.93 per cent annualised SIP return in the 1-year period. It has AUM of Rs 2,415 crore, while its NAV is Rs 20.33. Benchmarked against BSE 500 TRI, the fund has given 28.35 per cent annualised return since its debut in January 2022.
4/14
Invesco India Flexi Cap Fund Direct - Growth
4/14At an expense ratio of 0.61 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. A Rs 20,000 monthly SIP investment in the 1-year period has grown to Rs 2.9 lakh.
5/14
WhiteOak Capital Flexi Cap Fund Direct - Growth
5/14The fund has given 31.03 per cent annualised SIP return in 1 year. It has an asset base of Rs 4,326 crore, while its unit price is Rs 18.05. Benchmarked against BSE 500 TRI, the fund has given 28.12 per cent annualised return since its launch in July 2022.
6/14
WhiteOak Capital Flexi Cap Fund Direct - Growth
6/14With an expense ratio of 0.43 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. A Rs 20,000 monthly SIP investment in the 1-year time frame has jumped to Rs 2.78 lakh.
7/14
HSBC Flexi Cap Fund Direct-Growth
7/14The fund has given 30.87 per cent annualised SIP return in the 1-year time frame. It has a fund size of Rs 5,048 crore, while its NAV is Rs 250.94. Benchmarked against NIFTY 500 TRI, the fund has given 16.96 per cent annualised return since its beginning in January 2013.
8/14
HSBC Flexi Cap Fund Direct-Growth
8/14At an expense ratio of 1.16 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 20,000 monthly SIP investment in the 1 year has swelled to Rs 2.78 lakh.
9/14
Bank of India Flexi Cap Fund Direct-Growth
9/14The fund has given 30.02 per cent annualised SIP return in the 1-year period. It has an asset base of Rs 2,415 crore, while its NAV is Rs 20.33. Benchmarked against BSE 500 TRI, the fund has given 28.35 per cent annualised return since its starting in January 2022.
10/14
Bank of India Flexi Cap Fund Direct-Growth
10/14With an expense ratio of 0.61 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. A Rs 20,000 monthly SIP investment in the 1-year period has sprung to Rs 2.77 lakh.
11/14
360 ONE FlexiCap Fund Direct - Growth
11/14The fund has given 29.58 per cent annualised SIP return in 1 year. It has a fund size of Rs 1,254 crore, while its unit price is Rs 15.93. Benchmarked against BSE 500 TRI, the fund has given 37.28 per cent annualised return since its inception in June 2020.
12/14
360 ONE FlexiCap Fund Direct - Growth
12/14At an expense ratio of 0.4 per cent, the fund has Rs 1,000 as the minimum SIP and lump sum investment each. A Rs 20,000 monthly SIP investment in the 1-year time frame has jumped to Rs 2.77 lakh.
13/14
JM Flexicap Fund Direct Plan-Growth
13/14The fund has given 29.08 per cent annualised SIP return in the 1-year time frame. It AUM of Rs 5,012 crore, while its NAV is Rs 119.97. Benchmarked against BSE 500 TRI, the fund has given 19.75 per cent annualised return since its debut in January 2013.
14/14
JM Flexicap Fund Direct Plan-Growth
14/14With an expense ratio of 0.42 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. A Rs 20,000 monthly SIP investment in the 1 year has grown to Rs 2.76 lakh.
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