Top flexi-cap SIP mutual funds with up to 40% annual returns: Rs 20,000 monthly SIP in No. 1 fund has turned into Rs 37.67 lakh in 5 years
Association of Mutual Funds in India (AMFI) classifies flexi-cap funds as equity funds with at least 65 per cent of their investments in equity and equity-related instruments. As the name suggests, flexi cap funds provide flexibility to investors as the fund manager invests funds across market capitalisation. The manager changes the combination of stocks as per the performance of either of the three caps.
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Top flexi-cap mutual funds with in 5 years: When we talk about equity mutual funds, the first thing that often comes to mind is large-cap, mid-cap, and small-cap mutual funds. You may invest in all three types of funds, but for that, you need to choose three different schemes. Once you choose a fund for a systematic investment plan (SIP) investment, and the fund is not performing up to your expectations, you may need to change the fund. But what if you get a fund that invests in large-, mid-, and small-cap companies. Flexi cap provides you with that opportunity. Association of Mutual Funds in India (AMFI) classifies flexi-cap funds as equity funds with at least 65 per cent of their investments in equity and equity-related instruments.
As the name suggests, flexi cap funds provide flexibility to investors as the fund manager invests funds across market capitalisation.
The manager changes the combination of stocks as per the performance of either of the three caps.
Many of the flexi cap mutual funds have performed consistently over the last five years.
Here's a list of them and what Rs 10,000 and Rs 20,000 monthly SIPs each of the funds has given in the five years.
Quant Flexi Cap Fund - Direct Plan - Growth
The fund at the top has given 39.61 per cent SIP returns (XIRR) in the five-year period.
It has Rs 6,272.21 crore of assets under management (AUM), while its net asset value (NAV) is worth Rs 115.3467.
The fund has a 0.59 per cent expense ratio. It has 77.5 per cent of its investments in domestic equities, of which 35.32 per cent is in large-cap stocks, 20.56 per cent is in mid-cap stocks, and 11.9 per cent in small-cap stocks.
The fund has 38 stocks in its portfolio with Reliance Industries Limited (RIL), HDFC Bank, Adani Power, Motherson Sumi Systems, and Kotak Mahindra Bank as the main stocks.
A Rs 10,000 monthly SIP in the five years, or a total of Rs 600,000 investment, has turned into Rs 18,83,438.
A Rs 20,000 monthly SIP in the five-year period, or Rs 12,00,000 in total, now has the value of Rs 37,66,875 in total.
JM Flexi Cap Fund - Direct - Growth
The fund has given a 34.50 per cent return in the five years.
The fund's AUM is worth Rs 2,472.06 crore, while its NAV is worth Rs 113.1082.
It has an expense ratio of 0.44 per cent. It has 96.65 per cent of its investments in domestic equities, of which 29.98 per cent is in large-cap stocks, 17.4 per cent is in mid-cap stocks, and 27.46 per cent in small-cap stocks.
The fund has 63 stocks in its portfolio with ICICI Bank, SBI, HDFC Bank, Larsen & Toubro, and REC Ltd as its main stocks.
A Rs 10,000 monthly SIP in the fund in five years has turned into Rs 16,02,205.
A Rs 20,000 monthly SIP in the fund in the five-year period now has a total value of Rs 32,04,409.
HDFC Flexi Cap Fund - Direct Plan - Growth
The fund from HDFC Mutual Fund has given a 30.11 per cent return in the five-year period.
It has an AUM of Rs 54,692.16 crore, while its NAV is worth Rs 1,926.771.
The fund has 87.3 per cent of its investment in domestic equities, of which 60.18 per cent is in large-cap stocks, 6.33 per cent in mid-cap stocks, and 3.91 per cent in small-cap stocks.
The fund has 46 stocks in its portfolio with HDFC Bank, ICICI Bank, Axis Bank Ltd, Cipla, and Bharti Airtel as its main stocks.
A Rs 10,000 monthly SIP in the fund in five years has turned into Rs 13,98,616.
A Rs 20,000 monthly SIP in the fund in the five-year period now has a total value of Rs 27,97,232.
Edelweiss Flexi Cap Fund - Direct Plan - Growth
The fund has given a SIP return of 27.86 per cent in the five-year period.
It has an AUM of Rs 1,859.88 crore, while its NAV is worth Rs 41.333 crore.
The fund has a 99.38 per cent investment in domestic equities, of which 51.58 per cent is in large-cap stocks, 21.65 per cent is in mid-cap stocks, and 6.57 per cent in small-cap stocks.
The fund has 68 stocks in its portfolio with HDFC Bank, ICICI Bank, Larsen & Toubro, and RIL as the main stocks.
A Rs 10,000 monthly SIP in the fund in five years has turned into Rs 13,05998.
A Rs 20,000 monthly SIP in the fund in the five-year period now has a total value of Rs 27,97,232.
Parag Parikh Flexi Cap Fund - Direct Plan - Growth
The fund has given 27.22 per cent annual returns in the five years.
It has an AUM of Rs 66383.82 crore, while its NAV is worth Rs 80.9622.
The fund has 70.52 per cent of its investment in domestic equities, of which 47.62 per cent is in large-cap stocks, 6.5 per cent in mid-cap stocks, and 6.95 per cent in small-cap stocks.
The fund has 51 stocks with HDFC Bank, Power Grid, Bajaj Holdings & Investment, and ITC Limited as its main tocks.
A Rs 10,000 monthly SIP in the fund in five years has turned into Rs 12,80,977.
A Rs 20,000 monthly SIP in the fund in the five-year period now has a total value of Rs 25,61,953.
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