Best Flexi Cap Funds Offering Up to 23.58% Returns in 5 Years
Flexi-cap fund is a type of mutual fund that invests in all market segments, such as large-cap, mid-cap, and small-cap. Here are the 5 best flexi-cap funds, which offer up to 23.58% returns over the last 5 years.
JM Flexicap Fund:
This fund invests in large-cap, mid-cap, and small-cap companies. It allows flexibility in portfolio allocation.
This fund has a 5-star research rating and manages net assets of Rs. 4,722 crore, with 3-month and 6-month returns at -5.58% and 5.11%. It delivered robust 1-year returns of 40.29%. Over 3 and 5 years, it achieved 23.65% and 23.58%, respectively, with an expense ratio of 1.81%.
HDFC Focused 30 Fund:
HDFC Focused 30 Fund invests in a concentrated portfolio of up to 30 stocks by market caps.
HDFC Focused 30 Fund has a 5-star research rating and manages net assets of Rs. 14,969 crore, with 3-month and 6-month returns at 0.83% and 10.10%. It delivered 1-year returns of 34.55%. Over 3 and 5 years, it achieved 23.00% and 22.27%, respectively, with an expense ratio of 1.68%.
HDFC Flexi Cap Fund:
This fund invests across market capitalizations, which gives the freedom to switch between large, mid, and small-cap stocks according to the market conditions.
This fund has a 4-star research rating and manages net assets of Rs. 64,929 crore, with 3-month returns at -0.07% and 6-month returns at 9.78%. It delivered robust 1-year returns of 34.73%. Over 3 and 5 years, it achieved 22.54% and 22.46%, respectively, with an expense ratio of 1.43%.
Bank of India Flexi Cap Fund – Regular Plan:
The fund aims to generate capital growth by investing in large, mid, and small-cap stocks.
Bank of India Flexi Cap Fund has a 4-star research rating and has net assets of Rs. 1,930 crore, with 3-month and 6-month returns at -4.71% and 4.78%. It has 1-year returns of 37.57%. Over 3 years, it achieved 20.22%, respectively, with an expense ratio of 2.02%.
ICICI Prudential Retirement Fund – Pure Equity Plan:
ICICI Prudential Retirement Fund is designed for long-term wealth creation as part of retirement planning by investing mainly in equities.
The fund has a 4-star research rating and manages net assets of Rs. 1,017 crore, with 3-month and 6-month returns at -1.77% and 3.88%. It delivered 1-year returns of 36.75%. Over 3 and 5 years, it achieved 19.55% and 22.90%, respectively, with an expense ratio of 2.15%.
