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Mutual funds

Top 5 Flexi Cap Funds with Best Annualised Returns Over 5 Years

Strategic Insights

— 2 min read

Flexi cap funds offer flexibility in choosing market cap segments and have become popular among investors due to dynamic asset allocation. These funds invest a minimum of 65% in Indian stocks and can invest the remaining in debt instruments or cash. Top 5 flexi cap funds based on their returns in the last five years are discussed here. We will also explore the corpus an investor would have made in 5 years with a monthly SIP of Rs 10,000.

Key Takeaways:

  • Quant Flexi Cap Fund has delivered an annualised return of 37.75% over the last 5 years, with an SIP return of 37.95%.
  • The fund has a corpus of Rs 7,773.04 crore and an expense ratio of 0.59%.
  • An SIP investment of Rs 10,000 per month in Quant Flexi Cap Fund has grown to Rs 15.12 lakh in 5 years.
  • JM Flexi Cap Fund has returned 29.30% over 5 years, with an SIP return of 35.15%.
  • The fund has a corpus of Rs 4,301.99 crore and an expense ratio of 0.39%.
  • An SIP investment of Rs 10,000 per month in JM Flexi Cap Fund has grown to Rs 14.17 lakh in 5 years.
  • Parag Parikh Flexi Cap Fund has returned 27% over 5 years, with an SIP return of 27.11%.
  • The fund has a corpus of Rs 78,203.09 crore and an expense ratio of 0.63%.
  • An SIP investment of Rs 10,000 per month in Parag Parikh Flexi Cap Fund has grown to Rs 11.72 lakh in 5 years.
  • PGIM India Flexi Cap Fund and Franklin India Flexi Cap Fund also feature in the top 5 rankings.

Statistics:

  • Quant Flexi Cap Fund: 37.75% annualised returns over 5 years, Rs 118.90 NAV, Rs 7,773.04 crore corpus.
  • JM Flexi Cap Fund: 29.30% annualised returns over 5 years, Rs 120.73 NAV, Rs 4,301.99 crore corpus.
  • Parag Parikh Flexi Cap Fund: 27% annualised returns over 5 years, Rs 85.13 NAV, Rs 78,203.09 crore corpus.
  • PGIM India Flexi Cap Fund: 25.71% annualised returns over 5 years, Rs 41.68 NAV, Rs 6,592.01 crore corpus.
  • Franklin India Flexi Cap Fund: 25.59% annualised returns over 5 years, Rs 1,811.59 NAV, Rs 17,810.62 crore corpus.

Sources:

  • AMFI (Association of Mutual Funds in India)
  • Financial Express
  • Contify.com
  • Quant Flexi Cap Fund
  • JM Flexi Cap Fund
  • Parag Parikh Flexi Cap Fund
  • PGIM India Flexi Cap Fund
  • Franklin India Flexi Cap Fund

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