Top 5 Flexi Cap Mutual Funds: Rs 1 lakh one-time investment has grown to Rs 2.44 lakh-3.70 lakh in 5 years; see list

Top 5 Flexi Cap Mutual Funds: A type of mutual fund schemes, flexi funds hold assets in stocks across market capitalisation-based categories such as largecap, midcap and smallcap. These funds are unique in the sense that they provide fund managers the flexibility of changing allocations with changing market conditions. In this article, we will cover some of the top-performing flexi mutual funds in 5 years, according to AMFI data as of February 12. Read on to learn more about some of the top-performing flexi MF schemes.   

ZeeBiz WebTeam | Feb 13, 2025, 09:50 AM IST

Flexi Mutual Funds: Do you know about flexi cap mutual funds (also known as flexi funds)? Flexi cap mutual funds are a type of open-ended equity funds that can have allocations in stocks across largecap, midcap and smallcap segments, giving fund managers more freedom in tackling unfavourable market situations. Let's look at some of the top-performing flexi cap mutual funds. Five funds flexi funds have delivered annualised returns to the tune of 19.5-29.9 per cent in the last 5 years, according to data available on mutual fund industry body AMFI's website, amfiindia.com.

To put that into perspective, an investment of Rs 1 lakh has led to a corpus of Rs 2.44-3.70 lakh in these schemes during this period, calculations show. 

Read on to learn about these MF schemes in detail.  

All images are representational. Image credit: PTI, Pexels, AI

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Top 5 Flexi Mutual Funds by One-time Investment Returns in 5 Years

Top 5 Flexi Mutual Funds by One-time Investment Returns in 5 Years

These funds are:

Quant Flexi Cap Fund (with an annualised 29.91 per cent in direct mode) 

HDFC Flexi Cap Fund (22.70 per cent) 

JM Flexicap Fund (22.08 per cent)

Franklin India Flexi Cap Fund (20.86 per cent) 

PGIM India Flexi Cap Fund (19.54 per cent) 

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Benchmarks | Nifty 500 Total Return Index & BSE 500 Total Return Index

Benchmarks | Nifty 500 Total Return Index & BSE 500 Total Return Index

All five have beaten their benchmarks: the Nifty 500 Total Return Index (17.02 annualised return) and the BSE 500 Total Return Index (17.11 per cent).

 

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Quant Flexi Cap Fund

Quant Flexi Cap Fund

A lump sum investment of Rs 1 lakh in this scheme has grown to approximately Rs 3.70 lakh in 5 years, calculations show.

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HDFC Flexi Cap Fund

HDFC Flexi Cap Fund

A one-time Rs 1 lakh investment in this flexi fund has grown to about Rs 2.78 lakh in 5 years. 

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JM Flexicap Fund

JM Flexicap Fund

A lump sum investment of Rs 1 lakh in this MF scheme has led to a corpus of approximately Rs 2.71 lakh in 5 years.

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Franklin India Flexi Cap Fund

Franklin India Flexi Cap Fund

A Rs 1 lakh lump sum investment in this fund has grown to almost Rs 2.58 lakh in 5 years. 

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PGIM India Flexi Cap Fund

PGIM India Flexi Cap Fund

A Rs 1 lakh lump sum investment in this scheme has led to a corpus of approximately Rs 2.44 lakh in 5 years.

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Now, let's get to SIP returns

Now, let's get to SIP returns

The five schemes have delivered annualised returns to the tune of 16-26 per cent in 5 years through the SIP route. 

 

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Quant Flexi Cap Fund

Quant Flexi Cap Fund

A Rs 1,000 monthly SIP in this flexi fund in 5 years (total investment Rs 60,000) has led to a corpus of Rs 1.09 lakh.

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HDFC Flexi Cap Fund

HDFC Flexi Cap Fund

A Rs 1,000 monthly SIP in this fund has helped investors amass Rs 1.13 lakh in 5 years.

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JM Flexicap Fund

JM Flexicap Fund

Through a Rs 1,000 monthly SIP, this fund has generated a corpus of Rs 1.14 lakh in 5 years. 

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Franklin India Flexi Cap Fund

Franklin India Flexi Cap Fund

A Rs 1,000 monthly SIP in this scheme has led to a corpus of about Rs 1.03 lakh in 5 years. 

 

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PGIM India Flexi Cap Fund

PGIM India Flexi Cap Fund

A Rs 1,000 monthly SIP in this MF scheme has led to a corpus of about Rs 90,250 in 5 years. 

 

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