Top Flexi Cap Fund vs Multi Cap Mutual Funds with Highest SIP Returns in 5 Years: Rs 25,000 monthly investment in No. 1 fund has grown to Rs 28.32 lakh

In 5 years, the HDFC Flexi Cap fund has given a 25.75 per cent annualised return. Its assets under management (AUM) are Rs 69,639 crore, while its net asset value (NAV) is Rs 2,092.28. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 17.12 per cent since its launch in January 2013. 

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. A monthly SIP investment of Rs 25,000 and a total investment of Rs 15 lakh has grown to Rs 28,32,000 in 5 years.

This Nippon India Multi Cap Fund has delivered a 25.75 per cent annualised return in 5 years. It has a fund size of Rs 38,637 crore and a unit price of Rs 303.27. Its benchmark is the Nifty 500 Multicap 50:25:25 TRI, and since its launch in January 2013, it has achieved an annualised return of 16.7 per cent.

With an expense ratio of 0.77 per cent, the fund’s minimum investment requirements are Rs 500 for SIPs and Rs 5,000 for lump sum. In 5 years, a Rs 25,000 monthly SIP investment has grown to Rs 28,32,000.

In 5 years, the JM Flexicap Fund has given a 23.83 per cent annualised return. Its assets under management (AUM) are Rs 5,263 crore, while its net asset value (NAV) is Rs 106.72. Benchmarked against BSE 500 TRI, the fund has given annualised returns of 17.96 per cent since its launch in January 2013. 

With 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 monthly SIP investment of Rs 25,000 and a total investment of Rs 15 lakh has grown to Rs 27,05,000 in 5 years.

In 5 years, the Quant Flexi Cap Fund has given a 23.03 per cent annualised return. Its assets under management (AUM) are Rs 6,712 crore, while its net asset value (NAV) is Rs 104.36. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 19.23 per cent since its launch in January 2013. 

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. A monthly SIP investment of Rs 25,000 and a total investment of Rs 15 lakh has grown to Rs 26,53,000 in 5 years.

This Mahindra Manulife Multi Cap Fund has delivered a 22.13 per cent annualised return in 5 years. It has a fund size of Rs 4,883 crore and a unit price of Rs 38.08. Its benchmark is the Nifty 500 Multicap 50:25:25 TRI, and since its launch in January 2013, it has achieved an annualised return of 18.23 per cent.

With an expense ratio of 0.43 per cent, the fund’s minimum investment requirements are Rs 500 for SIPs and Rs 5,000 for lump sum. In 5 years, a Rs 25,000 monthly SIP investment has grown to Rs 25,96,000.

This ICICI Prudential Multicap Fund has delivered a 21.82 per cent annualised return in 5 years. It has a fund size of Rs 13,938 crore and a unit price of Rs 841.01. Its benchmark is the Nifty 500 Multicap 50:25:25 TRI, and since its launch in January 2013, it has achieved an annualised return of 16.77 per cent.

With an expense ratio of 0.99 per cent, the fund’s minimum investment requirements are Rs 500 for SIPs and Rs 5,000 for lump sum. In 5 years, a Rs 25,000 monthly SIP investment has grown to Rs 25,77,000.