Top 7 Flexi Cap Mutual Funds With Best SIP Returns in 10 Years: Rs 12,000 monthly investment in No 1 scheme has jumped to Rs 50,82,710; know about others too
Top 7 Flexi Cap Mutual Funds With Best SIP Returns in 10 Years: The flexi cap mutual fund category provides exposure of large, mid, and small cap stocks to its investors. The fund manager can pick and drop the stock of the company of any market capitalisation. The category has given 30.48 per cent anualised return in 1 year, 16.35 per cent in 3 years, 18.06 per cent in 5 years, and 13.41 per cent in 10 years.
Top 7 Flexi Cap Mutual Funds With Highest SIP Returns in 10 Years: Investors seeking diversification for their portfolio and mixed returns invest in large, mid, and small cap mutual funds. All 3 categories are heavy with their own stocks, i.e., large cap mutual funds need to have at least 80 per cent of their investments in large cap stocks, while mid cap and small cap funds need to have at least 65 per cent investments in mid and small cap stocks, respectively. But in flexi cap mutual funds, they can invest in all 3 caps simultaneously. Flexi cap mutual funds have the stocks of the companies of any market capitalisation (large, mid, or small). The fund manager picks the stocks from the performing category and sells non-performing holdings. Though the manager of a flexi cap mutual fund can keep a balance between stability and growth, the category belongs to equity funds and is not suitable for short-term investment. The category has given 30.48 per cent annualised return in 1 year, 16.35 per cent in 3 years, 18.06 per cent in 5 years, and 13.41 per cent in 10 years, as per Value Research data.
Photos: Unsplash/Pixabay
Quant Flexi Cap Fund - Direct Plan
The fund has given 23.83 per cent annualised SIP return in the 10-year period.
It has assets under management (AUM) of Rs 7,514 crore, while its net asset value (NAV) is Rs 107.6474.
Benchmarked against NIFTY 500 TRI, the fund has given 20.32 per cent annualised returns since its debut in January 2013.
Quant Flexi Cap Fund - Direct Plan
With an expense ratio of 0.59 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,000 monthly SIP investment in the 10-year time frame, or a total investment of Rs 14,44,000, has jumped to Rs 50,82,710.
JM Flexicap Fund - Direct Plan
The fund has given 22.42 per cent annualised return in the 10-year time frame.
It has AUM of Rs 4,722 crore, while its NAV is Rs 116.1120.
Benchmarked against BSE 500 TRI, the fund has given 19.53 per cent annualised returns since its launch in January 2013.
JM Flexicap Fund - Direct Plan
At an expense ratio of 0.42 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 12,000 monthly SIP investment in the fund has converted into Rs 47,08,211 in the 10-year period.
Parag Parikh Flexi Cap Fund - Direct Plan
The fund has given 21.44 per cent annualised returns in 10 years.
It has an asset base of Rs 81,919 crore, while its NAV is Rs 86.9017.
Benchmarked against NIFTY 500 TRI, the fund has given 20.67 per cent annualised returns since its inception in May 2013.
Parag Parikh Flexi Cap Fund - Direct Plan
With an expense ratio of 0.63 per cent, the fund has Rs 1,000 as the minimum SIP and lump sum investment each.
A Rs 12,000 monthly SIP investment in the fund has swelled to Rs 44,65,064 in 10 years.
HDFC Flexi Cap Fund - Direct Plan
The fund has given 20.23 per cent annualised return in the 10-year period.
It has a fund size of Rs 64,929 crore, while its unit price is Rs 2,054.9760.
Benchmarked against NIFTY 500 TRI, the fund has given 17.63 per cent annualised returns since its beginning in January 2013.
HDFC Flexi Cap Fund - Direct Plan
At an expense ratio of 0.77 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 12,000 monthly SIP investment in the fund has grown to Rs 41,83,113 in the 10-year time frame.
360 ONE Focused Equity Fund - Direct Plan
The fund has given 20.27 per cent annualised return in the 10-year time frame.
Its AUM is Rs 7,617 crore, while its NAV is Rs 52.6436.
Benchmarked against BSE 500 TRI, the fund has given 17.90 per cent annualised returns since its starting in October 2014.
360 ONE Focused Equity Fund - Direct Plan
With an expense ratio of 0.87 per cent, the fund has Rs 1,000 as the minimum SIP and lump sum investment each.
A Rs 12,000 monthly SIP investment in the fund has jumped to Rs 41,92,575 in 10 years.
HDFC Focused 30 Fund - Direct Plan
The fund has given 19.72 per cent annualised return in 10 years.
It has an asset base of Rs 14,969 crore, while its unit price is Rs 246.3250.
Benchmarked against NIFTY 500 TRI, the fund has given 16.41 per cent annualised returns since its launch in January 2013.
HDFC Focused 30 Fund - Direct Plan
At an expense ratio of 0.57 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 12,000 monthly SIP investment in the fund has converted into Rs 40,70,733 in the 10-year period.
ICICI Prudential Focused Equity Fund - Direct Plan
The fund has given 19.71 per cent annualised returns in the 10-year period.
It has AUM of Rs 9,867 crore, while its unit price is Rs 97.6900.
Benchmarked against BSE 500 TRI, the fund has given 16.85 per cent annualised returns since its inception in January 2013.
ICICI Prudential Focused Equity Fund - Direct Plan
With an expense ratio of 0.59 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,000 monthly SIP investment in the fund has grown to Rs 40,67,766 in the 10-year time frame.