Best Flexi-Cap Funds with Over 20% Returns in the Last 5 Years
Flexi-cap funds are equity mutual funds that have the flexibility to invest in various market cap segments, including large-cap, mid-cap, and small-cap stocks. Here are some top Flexi-cap funds that have delivered returns of more than 20% in the last three to five years as of February 12.
1. ICICI Prudential Focused Equity Fund
ICICI Prudential Focused Equity Fund is one of the well-known flexi-cap funds that has a Net Asset Value of Rs.10,064.52 crore. It has delivered 15.39% returns in the last year and over the past 5 years, the fund has given 22.60% returns. This fund has an expense ratio of 1.75%.
2. HDFC Focused 30 Fund
HDFC Focused 30 Fund has a current Net Asset Value (NAV) of Rs.15,687.54 crore. Over the last one year, it has delivered 17.30% returns. However, in the last 5 years, the fund has offered 22.03% returns. It carries an expense ratio of 1.68%.
3. HDFC Flexi Cap Fund
HDFC Flexi Cap Fund has a current Net Asset Value (NAV) of Rs.65,966.82 crore. It has delivered 16.32% returns in the last one year and over the past 5 years, the fund has offered 21.92% returns. This fund has an expense ratio of 1.42%.
4. ICICI Prudential Retirement Fund-Pure Equity Plan
ICICI Prudential Retirement Fund – Pure Equity Plan has the Net Asset Value of Rs.1,060.05 crore. It has delivered 12.16% returns in the last one year and over the past 5 years, the fund has given 21.48% returns. This fund has an expense ratio of 2.16%.
5. JM Flexi Cap Fund
JM Flexicap Fund has a Net Asset Value (NAV) of Rs.5,254.65 crore. If we discuss the returns, it has offered 13.76% of returns in the last one year. However, over the past 5 years, the fund has offered 20.86% returns. It has an expense ratio of 1.81%.
