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Top Flexi-Cap Funds in India: Performance and Statistics

Strategic Insights

— 2 min read

Flexi-cap funds have attracted significant attention in India's mutual fund market, with the latest data from the Association of Mutual Funds in India (AMFI) revealing that flexi-cap funds saw the highest inflows at Rs 7,679 crore in August 2025. Among the top-performing flexi-cap funds are Invesco India Flexi Cap Fund, JM Flexi Cap Fund, and Motilal Oswal Flexi Cap Fund, which have delivered significant returns to investors over the past three years. These funds have demonstrated impressive three-year average returns, with Invesco India Flexi Cap Fund leading the pack with a 25.24% CAGR.

Key Takeaways:

  • Invesco India Flexi Cap Fund has delivered a 25.24% CAGR over the past three years, outperforming other flexi-cap funds in the market.
  • The fund's SIP return for three years stands at 25.15% CAGR, making it an attractive option for long-term investors.
  • JM Flexicap Fund has also performed well, with a 3-year CAGR of 24.22% and a 3-year absolute return of 91.81%.
  • Motilal Oswal Flexi Cap Fund has managed to deliver a 3-year CAGR of 23.58% and a 3-year absolute return of 88.86% despite having a higher expense ratio of 0.86%.
  • The three funds have shown impressive growth, with Invesco India Flexi Cap Fund managing assets worth Rs 3,666 crore as of August 31, 2025, while JM Flexicap Fund manages assets worth Rs 5,943 crore.
  • Past performance does not guarantee future results, and market fluctuations can impact fund returns. However, flexi-cap funds continue to attract investors due to their long-term growth potential.

Statistics:

  • Invesco India Flexi Cap Fund: 3-year CAGR of 25.24%, 3-year absolute return of 96.56%, expense ratio of 0.58%, and a total asset size of Rs 3,666 crore as of August 31, 2025.
  • JM Flexicap Fund: 3-year CAGR of 24.22%, 3-year absolute return of 91.81%, expense ratio of 0.55%, and a total asset size of Rs 5,943 crore as of August 31, 2025.
  • Motilal Oswal Flexi Cap Fund: 3-year CAGR of 23.58%, 3-year absolute return of 88.86%, expense ratio of 0.86%, and a total asset size of Rs 13,679 crore as of August 31, 2025.

Sources:

  • Association of Mutual Funds in India (AMFI)
  • Value Research
  • Invesco India Flexi Cap Fund
  • JM Flexicap Fund
  • Motilal Oswal Flexi Cap Fund
  • IE Online Media Services Pvt. Ltd.

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