If you are an mutual fund investroes and looking for funds that allows tyou to invest across the market such as Small-Cap, Mid-Cap and Large-cap companies all at once, but don't want to have to decide on their category-by-category distribution every time then you should invest in flexi-cap funds. Here's why!
Why Flexi-Cap Mutual Funds?
Flexi Cap Funds are a sub-category of mutual fund. They are open-ended dynamic equity funds that invest in equities from large, mid, and small companies. Investors can also diversify their investments across market capitalizations, lowering risk and volatility.
Flexi cap mutual funds allow fund managers to invest in a variety of market capitalizations, sectors, and themes. Based on their market outlook, fund managers can invest in any place. They are normally recommended to moderate long-term investors who want to build money over time. Ideally, these plans should be invested with a five- to the seven-year investment horizon. If you're thinking about investing in Flexi cap funds for 3 years, here are the top 10 Flexi-cap funds that ahs offered the best-annualised returns in 3-years of investments.
Top 10 Performing Flexi-Cap Funds
Quant Flexi Cap Fund - Direct Plan-Growth
NAV
AUM
Expense Ratio
Rs 57.1604
Rs 198.02 Cr
2.15%
Annualised Returns
1 Year
2 Year
3 Year
5 Year
Since Inception
15.31%
57.61%
30.21%
17.25%
18.27%
PGIM India Flexi Cap Fund - Direct Plan-Growth
NAV
AUM
Expense Ratio
Rs 26.06
Rs 4179.77 Cr
0.44%
Annualised Returns
1 Year
2 Year
3 Year
5 Year
Since Inception
9.82%
43.67%
24.37%
15.49%
14.25%
Parag Parikh Flexi Cap Fund - Direct Plan-Growth
NAV
AUM
Expense Ratio
Rs 48.1193
Rs 21906.96 Cr
0.79%
Annualised Returns
1 Year
2 Year
3 Year
5 Year
Since Inception
12.58%
40.28%
23.70%
18.55%
19.15%
UTI Flexi Cap Fund - Direct Plan-Growth
NAV
AUM
Expense Ratio
Rs 231.602
Rs 24898.96 Cr
0.93%
Annualised Returns
1 Year
2 Year
3 Year
5 Year
Since Inception
4.22%
34.95%
18.12%
14.30%
14.86%
Union Flexi Cap Fund - Direct Plan-Growth
NAV
AUM
Expense Ratio
Rs 231.602
Rs 24898.96 Cr
0.93%
Annualised Returns
1 Year
2 Year
3 Year
5 Year
Since Inception
12.92%
35.49%
18.11%
12.69%
12.42%
IDBI Flexi Cap Fund - Direct Plan-Growth
NAV
AUM
Expense Ratio
Rs 34.88
Rs 389.41 Cr
1.17%
Annualised Returns
1 Year
2 Year
3 Year
5 Year
Since Inception
14.25%
34.71%
17.70%
11.79%
16.63%
Canara Robeco Flexi Cap Fund - Direct Plan-Growth
NAV
AUM
Expense Ratio
Rs 219.69
Rs 7284.78 Cr
0.54%
Annualised Returns
1 Year
2 Year
3 Year
5 Year
Since Inception
10.16%
31.96%
17.60%
14.02%
14.02%
DSP Flexi Cap Fund - Direct Plan-Growth
NAV
AUM
Expense Ratio
Rs 61.959
Rs 7537.52 Cr
0.81%
Annualised Returns
1 Year
2 Year
3 Year
5 Year
Since Inception
3.61%
31.02%
16.33%
11.71%
14.09%
Franklin India Flexi Cap Fund - Direct-Growth
NAV
AUM
Expense Ratio
Rs 960.7965
Rs 9743.74 Cr
1.15%
Annualised Returns
1 Year
2 Year
3 Year
5 Year
Since Inception
13.19%
41.90%
16.12%
11.53%
15.29%
JM Flexi Cap Fund - Direct-Growth
NAV
AUM
Expense Ratio
Rs 51.7153
Rs 192.85 Cr
1.82%
Annualised Returns
1 Year
2 Year
3 Year
5 Year
Since Inception
10.88%
34.08%
16.02%
11.45%
15.10%
*Data as on 10th May 2022
Disclaimer
Mutual fund investments are subject to market risk. Read all scheme related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.
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