Top 2 Flexi-Cap Mutual Fund SIPs, Rated By Crisil, Given Upto 72% Return

The Flexi-cap mutual funds are known as dynamic equity funds, where the fund house can invest in stocks across various market capitalizations, like large-caps, mid-caps, and small-caps. Here, the top 2 Flexi-cap funds have been discussed, best rated by rating agency Crisil.

HDFC Flexi Cap Fund - Direct Plan - portfolio

HDFC Flexi Cap Fund is a Flexi cap mutual fund SIP investment that has a NAV of Rs. 1158.51, and its fund size is Rs. 29096.42 crore. Additionally, the Expense Ratio (ER) of this fund is 1.06%. Its top five stocks in the portfolio are, State Bank Of India, ICICI Bank, Infosys Ltd, HDFC Bank, and Reliance Industries Ltd. This fund is rated 5 star by Crisil.

HDFC Flexi Cap - SIP Return

In the last 1 year SIP return (absolute return) stood at 10.77%, in the last 2 years it has fetched 31.03% returns, in the last 3 years it has given 50.96% returns, and in the last 5 years it has ticked 60.95% returns. Annualized return from its SIP was 28.39% in the past 2 years, and 28.65% in the past 3 years. Additionally, this fund's annualized return was 20.53% in the past 1 year.

HDFC Flexi Cap - Mutual Fund Return

In the last 1 year its mutual fund return stood at 21.03%, in the last 2 years it has fetched 82.35% returns, in the last 3 years it has given 80.26% returns. In the past 2 years, its annualized returns stood at 35.04%, quoted higher than the category average at 26.07%. Additionally, in the past 3 years, its annualized return has been quoted at 21.64%, while the category average was 20.82%.

PGIM India Flexi Cap Fund - Direct Plan - portfolio

PGIM India Flexi Cap Fund is a Flexi cap mutual fund SIP investment that has a NAV of Rs. 28.32, and its fund size is Rs. 4761.35 crore. Additionally, the Expense Ratio (ER) of this fund is 0.32%. Its top five stocks in the portfolio are, ICICI Bank Ltd., HDFC Bank Ltd., Infosys Ltd., Axis Bank Ltd., and Reliance Industries Ltd. This fund is rated 5 star by Crisil.

PGIM India Flexi Cap - SIP Return

In the last 1 year SIP return (absolute return) stood at 1.22%, in the last 2 years it has fetched 19.29% returns, in the last 3 years it has given 47.90% returns, and in the last 5 years it has ticked 72.50% returns. Annualized return from its SIP was 17.97% in the past 2 years, and 27.14% in the past 3 years. However, this fund's annualized return was 2.26% in the past 1 year, due to bearish market trend.

PGIM India Flexi Cap - Mutual Fund Return

In the last 1 year its mutual fund return stood at 1.98%, in the last 2 years it has fetched 69.99% returns, in the last 3 years it has given 117.68% returns. In the past 2 years, its annualized returns stood at 30.38%, quoted higher than the category average at 26.07%. Additionally, in the past 3 years, its annualized return has been quoted at 29.51%, while the category average was 20.82%.

Disclaimer

Investing in equities/mutual funds/SIPs/ELSS/debts poses a risk of financial losses. Investors must therefore exercise due caution. Greynium Information Technologies, and the author are not liable for any losses caused as a result of decisions based on the article.