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HomeMutual FundMaximize your Returns Up to 24% With 5 Best Flexi-Cap Mutual Funds

Maximize your Returns Up to 24% With 5 Best Flexi-Cap Mutual Funds

Maximize your Returns Up to 24% With 5 Best Flexi-Cap Mutual Funds

Flexi-Cap mutual funds are an open-ended, dynamic equity funds that invests across various market capitalizations, i.e. large-caps, mid-caps & small-caps. By investing in these funds you can get return upto 24%. Here is list of 5 Best Flexi-Cap Mutual Funds which has generated Upto 24% Return.

JM Flexicap Fund

It is a mutual fund scheme that invests in different market capitalizations, which involve large-cap, mid-cap, and small-cap stocks. The major focus of this fund is to build a varied portfolio with low beta and concentration.

The net assets of this fund are Rs. 4,531.48 crore, and 3-month returns are 3.81%, 6-month returns are 12.35%, while 1-year returns are 53.97%, returns of 3-years are 26.06%, and 5-year returns are 24.35% with an expense ratio of 1.82%.

HDFC Focused 30 Fund

HDFC Focused 30 Fund is a mutual fund that focuses on high-growth potential companies. This fund invests in a maximum of 30 stocks across market capitalization.

The net assets of this fund are Rs. 15,109.01 crore, and 3-month returns are 1.55%, 6-month returns are 13.39%, while 1-year returns are 43.02%, returns of 3-years are 23.68%, and 5-year returns are 22.82% with an expense ratio of 1.67%.

ICICI Prudential Retirement Fund—Pure Equity Plan

This fund invests at least 65% of its assets in equity stocks. The primary objective of this fund is to generate long-term growth and income for investors.

The net assets of this fund are Rs. 1,035.44 crore, and 3-month returns are 1.57%, 6-month returns are 7.90%, while 1-year returns are 48.69%, returns of 3-years are 23.91%, and 5-year returns are 23.88% with an expense ratio of 2.15%.

HDFC Flexi Cap Fund

HDFC Flexi Cap Fund invests in large-cap, mid-cap and small-cap stocks. This fund’s goal is to initiate income and capital growth from its portfolio.

The net assets of this fund are Rs. 1,035.44 crore, and 3-month returns are 1.57%, 6-month returns are 7.90%, while 1-year returns are 48.69%, returns of 3-years are 23.91%, and 5-year returns are 23.88% with an expense ratio of 2.15%.

Bank Of India Flexi Cap Fund

This fund also invests in large-cap, mid-cap and small-cap stocks to achieve long-term capital appreciation. This fund’s goal is to invest in a diversified portfolio of equity and equity-related securities.

The net assets of this fund are Rs. 1918.25 crore, and 3-month returns are 4.02%, 6-month returns are 9.25%, 1-year returns are 53.48%, and 3-year returns are 21.93% with an expense ratio of 2.02%.

These are the 5 best Flexi-Cap Funds that help you to improve your portfolio and attain financial goals.

Shivani Verma
Shivani Verma
Shivani is a passionate finance writer with a Bachelor’s and Master’s degree in Commerce (B.Com and M.Com). With a strong foundation in financial principles, she specializes in crafting informative articles that simplify complex concepts for her readers. Shivani's work covers a variety of topics, including personal finance, investment strategies, and market trends, all aimed at empowering individuals to make informed financial decisions.