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.