If you had invested ₹15,000 per month in the right Flexi Cap mutual funds over the past five years, your wealth would have grown significantly. Here are the top 5 Flexi Cap mutual funds in India that delivered exceptional SIP returns:
1. HDFC Flexi Cap Fund
- 5-Year Annualised Return: 25.32%
- SIP Value (₹15,000/month): ₹16.82 lakh
- Assets Under Management (AUM): ₹74,105 crore
- NAV: ₹2,112.56
- Expense Ratio: 0.73%
- Minimum SIP: ₹500
- Benchmark: NIFTY 500 TRI
- Since Launch Return (Jan 2013): 17.1%
2. JM Flexicap Fund
- 5-Year Annualised Return: 23.81%
- SIP Value (₹15,000/month): ₹16.23 lakh
- AUM: ₹5,625 crore
- NAV: ₹108.74
- Expense Ratio: 0.47%
- Minimum SIP: ₹500
- Benchmark: BSE 500 TRI
- Since Launch Return (Jan 2013): 18.02%
3. Quant Flexi Cap Fund
- 5-Year Annualised Return: 22.74%
- SIP Value (₹15,000/month): ₹15.81 lakh
- AUM: ₹7,016 crore
- NAV: ₹106.31
- Expense Ratio: 0.61%
- Minimum SIP: ₹1,000
- Benchmark: NIFTY 500 TRI
- Since Launch Return (Jan 2013): 19.28%
4. Parag Parikh Flexi Cap Fund
- 5-Year Annualised Return: 21.67%
- SIP Value (₹15,000/month): ₹15.40 lakh
- AUM: ₹98,541 crore
- NAV: ₹89.98
- Expense Ratio: 0.63%
- Minimum SIP: ₹1,000
- Benchmark: NIFTY 500 TRI
- Since Launch Return (May 2013): 20.04%
5. Franklin India Flexi Cap Fund
- 5-Year Annualised Return: 21.55%
- SIP Value (₹15,000/month): ₹15.36 lakh
- AUM: ₹18,225 crore
- NAV: ₹1,796.06
- Expense Ratio: 0.90%
- Minimum SIP: ₹500
- Benchmark: NIFTY 500 TRI
- Since Launch Return (Jan 2013): 17.05%
Conclusion:
Flexi Cap mutual funds offer dynamic investment strategies with the flexibility to invest across market caps. As shown, long-term SIPs in high-performing Flexi Cap funds can deliver impressive wealth creation. Always consider your risk profile and investment goals before investing.
