Latest News
-
2:1 Bonus Issue: IT Penny Stock Turned; 1,600 Shares Market Lot Size Revised To 4,800 Shares -
FREE, FREE, FREE! 3:1 Bonus: Pharma Stock Hits Back-To-Back Upper Circuits; 500 Shares To Earn Rs 1,69,500 -
1:10 Stock Split: Below Rs 10, Fertilizer Sector Turned Ex-Split; 8,282% Returns In 5 Years -
Rs 17/Share Dividend: Record Date On April 26; Buy The ICICI Group Stock To Be Eligible? -
Honasa Consumer to Strengthen Operations by Merging Fusion Cosmeceutics and Just4Kids -
Wipro Reports 7.8% Decline in Q4 Net Profit; CEO Highlights Economic Challenges -
IREDA Hits Record Annual PAT of Rs 1,252 Cr in FY24; Q4 Profits Up by 33% -
Massive Employee Exodus Hits India's Top IT Companies in FY23-24 -
Air India Enhances Operational Efficiency with New Crew Management System -
BlackRock Acquires Shares in Electrosteel Castings and PTC India for Rs 207 Crore
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.
