Top 7 Flexi Cap Mutual Funds With up to 31% SIP Returns in 5 Years: Rs 15,000 monthly SIP investment in No. 1 scheme has jumped to Rs 19,07,364
Top 7 flexi cap mutual funds with highest SIP returns in 5 years: Even as BSE Sensex and Nifty 50 have been going through fluctuations in the recent past, investors are flocking to invest in flexi cap mutual funds. These funds invest in large, mid, and small cap stocks, and this puts them in a unique position to extract the maximum output from any of these performing cap.
Top 7 flexi cap mutual funds with highest SIP returns in 5 years: When Association of Mutual Funds in India (AMFI) released their data for October, it showed that flexi cap mutual funds saw Rs 5,181 crore inflow compared to Rs 3,215 crore inflows in September. This shows the rising faith of investors in flexi cap mutual funds amid a turbulent market. The reason behind this is the unique combination of flexi cap mutual funds. These funds need to have at least 65 per cent of their investments in equity. More than that, the fund manager can invest in large, mid, and small cap firms of any market capitalisation and in any ratio. So, if large cap stocks are not performing, the manager can sell them and purchase more mid and small, and vice versa. The category has given 28.41 per cent annualised return (CAGR) in 1 year, 12.71 per cent in 3 years, 17.54 per cent in 5 years, and 13.20 per cent in 10 years. In this write-up, know about the top 7 flexi cap mutual funds with highest annualised SIP returns (XIRR) in 5 years and how a Rs 15,000 monthly SIP in each of them has given in that time frame.
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JM Flexicap Fund - Direct Plan
The fund has given 30.58 per cent annualised SIP returns in the 5-year time frame.
It has assets under management (AUM) of Rs 4,722 crore, while its net asset value (NAV) is Rs 112.6282.
Benchmarked against BSE 500 TRI, the fund given 19.29 per cent annualised returns since its debut in January 2013.
JM Flexicap Fund - Direct Plan
With an expense ratio of 0.42 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 1,000 as minimum lump sum investment.
A Rs 15,000 monthly SIP in the fund in 5 years, or a total investment of Rs 9,00,000, has converted into Rs 19,07,364.
Quant Flexi Cap Fund - Direct Plan
The fund has given 30.57 per cent annualised SIP returns in 5 years.
It has AUM of Rs 7,514 crore, while its NAV is Rs 105.8241.
Benchmarked against NIFTY 500 TRI, the fund given 20.22 per cent annualised returns since its inception in January 2013.
Quant Flexi Cap Fund - Direct Plan
At an expense ratio of 0.59 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as minimum lump sum investment.
A Rs 15,000 monthly SIP in the fund has grown to Rs 19,06,958 in the 5-year period.
HDFC Focused 30 Fund - Direct Plan
The fund has given 29.65 per cent annualised SIP returns in the 5-year period.
It has an asset base of Rs 14,969 crore, while its unit price is Rs 239.5360.
Benchmarked against NIFTY 500 TRI, the fund given 16.20 per cent annualised returns since its launch in January 2013.
HDFC Focused 30 Fund - Direct Plan
With an expense ratio of 0.53 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 15,000 monthly SIP in the fund in the 5-year time frame has jumped to Rs 18,65,833.
ICICI Prudential Retirement Fund - Pure Equity Plan - Direct Plan
The fund has given 28.57 per cent annualised SIP returns in the 5-year time frame.
It has an asset base of Rs 1,017 crore, while its NAV is Rs 31.7100.
Benchmarked against NIFTY 500 TRI, the fund given 22.38 per cent annualised returns since its beginning in February 2013.
ICICI Prudential Retirement Fund - Pure Equity Plan - Direct Plan
At an expense ratio of 0.73 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as minimum lump sum investment.
A Rs 15,000 monthly SIP in the fund has grown to Rs 18,18,912 in 5 years.
HDFC Flexi Cap Fund - Direct Plan
The fund has given 28.47 per cent annualised SIP returns in 5 years.
Its AUM is Rs 64,929 crore, while its NAV is Rs 1,999.1270.
Benchmarked against NIFTY 500 TRI, the fund given 17.42 per cent annualised returns since its starting in January 2013.
HDFC Flexi Cap Fund - Direct Plan
With an expense ratio of 0.77 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment.
A Rs 15,000 monthly SIP in the fund in the 5-year period has swelled to Rs 18,14,631.
ICICI Prudential Focused Equity Fund - Direct Plan
The fund has given 26.83 per cent annualised SIP returns in the 5-year period.
Its AUM is Rs 9,867 crore, while its unit price is Rs 94.9200.
Benchmarked against BSE 500 TRI, the fund given 16.62 per cent annualised returns since its launch in January 2013.
ICICI Prudential Focused Equity Fund - Direct Plan
At an expense ratio of 0.55 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP in the fund has grown to Rs 17,45,160 in the 5-year time frame.
HDFC Retirement Savings Fund Equity Plan - Direct Plan
The fund has given 26.54 per cent annualised SIP returns in the 5-year time frame.
It has a fund size of Rs 5,970 crore, while its NAV is Rs 54.4050.
Benchmarked against NIFTY 500 TRI, the fund given 21.43 per cent annualised returns since its debut in February 2016.
HDFC Retirement Savings Fund Equity Plan - Direct Plan
With an expense ratio of 0.66 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 15,000 monthly SIP in the fund in 5 years has converted into Rs 17,33,024.