Top 7 Flexi Cap MFs With up to 23% SIP Returns in 10 Years: Rs 11,111 monthly SIP investment in No. 1 fund has sprung to Rs 44,08,600 in 1 decade

Top 7 Flexi Cap Mutual Funds With Best SIP Returns in 10 Years: In the portfolio of flexi cap category mutual funds, a fund manager needs to have large, mid, and small cap stocks. But they have the freedom to pick the company stock of any market capitalisation. The flexi cap mutual fund category has given an 11.73 per cent annualised return (CAGR) in 1 year, 12.90 per cent in 3 years, 16.20 per cent in 5 years, and 12.09 per cent in 10 years. 

Shaghil Bilali | Jan 22, 2025, 06:16 PM IST

Top 7 Flexi Cap Mutual Funds With up to 23% Annualised SIP Returns in 10 Years: When mutual fund investors diversify their portfolios, they often pick large, mid, and small cap funds. The flexi cap mutual fund category has all three cap stocks (large, mid, and small) in it. The fund manager can have them in any proportion. They also have the freedom to pick the company of any market capitalisation. They can reshuffle the portfolio if the stocks of a particular cap are not performing. The manager can use this flexibility of shuffling stocks during sharp market fluctuations. The flexi cap mutual fund category has given an 11.73 per cent annualised return (CAGR) in 1 year, 12.90 per cent in 3 years, 16.20 per cent in 5 years, and 12.09 per cent in 10 years, as per Value Research. We take you through the top 7 flexi cap mutual funds that have given the highest annualised SIP returns (XIRR) in 10 years. Also know how a Rs 11,111 monthly SIP investment in each of them has performed during that time frame.

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1/14

Quant Flexi Cap Fund - Direct Plan

Quant Flexi Cap Fund - Direct Plan

The fund has given 22.62 per cent annualised SIP return in 10 years.
It has assets under management (AUM) of Rs 7,185 crore, while its net asset value (NAV) is Rs 103.1098.  
Benchmarked against NIFTY 500 TRI, the fund has given 19.62 per cent annualised return since its launch in January 2013.

2/14

Quant Flexi Cap Fund - Direct Plan

Quant Flexi Cap Fund - Direct Plan

With 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 11,111 monthly SIP investment in the 10-year time frame, or a total investment of Rs 13,33,320, has grown to Rs 44,08,600.

3/14

JM Flexicap Fund - Direct Plan

JM Flexicap Fund - Direct Plan

The fund has given 20.99 per cent annualised SIP return in the 10-year time frame.
It has AUM of Rs 5,338 crore, while its NAV is Rs 109.8336.  
Benchmarked against BSE 500 TRI, the fund has given 18.71 per cent annualised return since its debut in January 2013.

4/14

JM Flexicap Fund - Direct Plan

JM Flexicap Fund - Direct Plan

At an expense ratio of 0.55 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. 
A Rs 11,111 monthly SIP investment in the fund has jumped to Rs 40,35,031 the 10-year period.

5/14

Parag Parikh Flexi Cap Fund - Direct Plan

Parag Parikh Flexi Cap Fund - Direct Plan

The fund has given 20.75 per cent annualised SIP return in the 10-year period.
It has an asset base of Rs 87,539 crore, while its unit price is Rs 85.7245.  
Benchmarked against NIFTY 500 TRI, the fund has given 20.29 per cent annualised return since its inception in May 2013.

6/14

Parag Parikh Flexi Cap Fund - Direct Plan

Parag Parikh Flexi Cap Fund - Direct Plan

With an expense ratio of 0.63 per cent, the fund has Rs 1,000 as the minimum SIP and lump sum investment each. 
A Rs 11,111 monthly SIP investment in the fund has converted into Rs 39,84,132 in 10 years.

7/14

HDFC Flexi Cap Fund - Direct Plan

HDFC Flexi Cap Fund - Direct Plan

The fund has given 19 per cent annualised SIP return in 10 years.
It has a fund size of Rs 66,344 crore, while its NAV is Rs 1,956.5850.  
Benchmarked against NIFTY 500 TRI, the fund has given 16.92 per cent annualised return since its starting in January 2013.

8/14

HDFC Flexi Cap Fund - Direct Plan

HDFC Flexi Cap Fund - Direct Plan

At an expense ratio of 0.79 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each. 
A Rs 11,111 monthly SIP investment in the fund has swelled to Rs 36,24,188 the 10-year time frame.

9/14

360 ONE Focused Equity Fund - Direct Plan

360 ONE Focused Equity Fund - Direct Plan

The fund has given 18.63 per cent annualised SIP return in the 10-year time frame.
It has an asset base of Rs 7,112 crore, while its NAV is Rs 49.2201.  
Benchmarked against BSE 500 TRI, the fund has given 16.85 per cent annualised return since its beginning in October 2014.

10/14

360 ONE Focused Equity Fund - Direct Plan

360 ONE Focused Equity Fund - Direct Plan

With an expense ratio of 0.85 per cent, the fund has Rs 1,000 as the minimum SIP and lump sum investment each. 
A Rs 11,111 monthly SIP investment in the fund has grown to Rs 35,53,733 the 10-year period.

11/14

HDFC Focused 30 Fund - Direct Plan

HDFC Focused 30 Fund - Direct Plan

The fund has given 18.49 per cent annualised SIP return in the 10-year period.
Its AUM is Rs 15,642 crore, while its unit price is Rs 234.5140.  
Benchmarked against NIFTY 500 TRI, the fund has given 15.72 per cent annualised return since its launch in January 2013.

12/14

HDFC Focused 30 Fund - Direct Plan

HDFC Focused 30 Fund - Direct Plan

At an expense ratio of 0.63 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each. 
A Rs 11,111 monthly SIP investment in the fund has jumped to Rs 35,27,067 in 10 years.

 

13/14

ICICI Prudential Focused Equity Fund - Direct Plan

ICICI Prudential Focused Equity Fund - Direct Plan

The fund has given 18.2 per cent annualised SIP return in 10 years.
It has AUM of Rs 9,984 crore, while its unit price is Rs 91.6900.  
Benchmarked against BSE 500 TRI, the fund has given 0.59 per cent annualised return since its inception in January 2013.

14/14

ICICI Prudential Focused Equity Fund - Direct Plan

ICICI Prudential Focused Equity Fund - Direct Plan

With an expense ratio of 0.59 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. 
A Rs 11,111 monthly SIP investment in the fund has grown to Rs 34,71,755 in the 10-year time frame.

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