Top 7 Flexi Cap Mutual Funds With Best SIP Returns in 3 Years: Rs 19,999 monthly SIP investment in No. 1 fund has jumped to Rs 10,71,043

Top 7 Flexi Cap Mutual Funds With Highest SIP Returns in 3 Years: Flexi cap mutual funds have large, mid, and small cap stocks in their portfolio, providing stability and growth to mutual fund investors. During market vulnerability, the fund manager can shift funds one cap to another.      

ZeeBiz WebTeam | Jan 30, 2025, 10:25 AM IST

Top 7 Flexi Cap Mutual Funds With Highest SIP Returns in 3 Years: Flexi cap mutual funds provide the flexibility of having large, mid, and small cap stocks in one fund. The fund manager can select them in any proportion. They can also choose the company of any market capitalisation. Such a combination give them the freedom to focus of performing companies. During market fluctuations, when either of the caps- large, mid, and small- is not performing, the fund manager can drop the stocks of that cap and buy the stocks of the performing cap. The category has given a 10.22 per cent annualised return in 1 year, 13.64 per cent in 3 years, 15.83 per cent in 5 years, and 11.75 per cent in 10 years, as per Value Research data. We take you through the top 7 flexi cap mutual funds with best SIP returns (XIRR) in 3 years. Also know how much return they have given on Rs 19,999 monthly investment for the same time frame.
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1/14

Invesco India Focused Fund - Direct Plan

Invesco India Focused Fund - Direct Plan

The small cap fund has given 27.54 per cent annualised SIP return in 3 years.
It has assets under management (AUM) of Rs 3,604 crore, while its net asset value (NAV) is Rs 27.4400.  
Benchmarked against BSE 500 TRI, the fund has given 26.21 per cent annualised return since its launch in September 2020.

2/14

Invesco India Focused Fund - Direct Plan

Invesco India Focused Fund - Direct Plan

At an expense ratio of 0.58 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. 
A Rs 19,999 monthly SIP investment in the 3-year period, or a total investment of Rs 7,19,964, has ballooned to Rs 10,71,043.

 

3/14

JM Flexicap Fund - Direct Plan

JM Flexicap Fund - Direct Plan

The fund has given 27.36 per cent annualised SIP return in the 3-year period.
It has AUM of Rs 5,338 crore, while its NAV is Rs 107.6894.  
Benchmarked against BSE 500 TRI, the fund has given 18.48 per cent annualised return since its debut in January 2013.

4/14

JM Flexicap Fund - Direct Plan

JM Flexicap Fund - Direct Plan

With an expense ratio of 0.55 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. 
A Rs 19,999 monthly SIP investment in the 3-year time frame has sprung to Rs 10,68,390.

5/14

Motilal Oswal Flexi Cap Fund - Direct Plan

Motilal Oswal Flexi Cap Fund - Direct Plan

The fund has given 25.81 per cent annualised SIP return in the 3-year time frame.
It has an asset base of Rs 13,162 crore, while its unit price is Rs 61.6557.  
Benchmarked against NIFTY 500 TRI, the fund has given 18.41 per cent annualised return since its beginning in April 2014.

6/14

Motilal Oswal Flexi Cap Fund - Direct Plan

Motilal Oswal Flexi Cap Fund - Direct Plan

At an expense ratio of 0.87 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment each. 
A Rs 19,999 monthly SIP investment in 3 years has zoomed to Rs 10,46,186.

7/14

HDFC Focused 30 Fund - Direct Plan

HDFC Focused 30 Fund - Direct Plan

The fund has given 24.27 per cent annualised SIP return in 3 years.
It has a fund size of Rs 15,642 crore, while its NAV is Rs 234.7330.  
Benchmarked against NIFTY 500 TRI, the fund has given 15.70 per cent annualised return since its starting in January 2013.

8/14

HDFC Focused 30 Fund - Direct Plan

HDFC Focused 30 Fund - Direct Plan

With an expense ratio of 1.63 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each. 
A Rs 19,999 monthly SIP investment in the 3-year period has jumped to Rs 10,24,378.

9/14

Parag Parikh Flexi Cap Fund - Direct Plan

Parag Parikh Flexi Cap Fund - Direct Plan

The fund has given 23.62 per cent annualised SIP return in the 3-year period.
Its AUM is Rs 87,539 crore, while its NAV is Rs 85.6737.  
Benchmarked against NIFTY 500 TRI, the fund has given 20.17 per cent annualised return since its inception in May 2013.

10/14

Parag Parikh Flexi Cap Fund - Direct Plan

Parag Parikh Flexi Cap Fund - Direct Plan

At 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 19,999 monthly SIP investment in the 3-year time frame has jumped to Rs 10,15,315.

11/14

HDFC Flexi Cap Fund - Direct Plan

HDFC Flexi Cap Fund - Direct Plan

The fund has given 23.53 per cent annualised SIP return in the 3-year time frame.
It has an asset base of Rs 66,344 crore, while its unit price is Rs 1,958.9020.  
Benchmarked against NIFTY 500 TRI, the fund has given 16.90 per cent annualised return since its debut in January 2013.

12/14

HDFC Flexi Cap Fund - Direct Plan

HDFC Flexi Cap Fund - Direct Plan

With an expense ratio of 0.79 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each. 
A Rs 19,999 monthly SIP investment in 3 years has grown to Rs 10,14,127.

13/14

ICICI Prudential Retirement Fund - Pure Equity Plan - Direct Plan

ICICI Prudential Retirement Fund - Pure Equity Plan - Direct Plan

The fund has given 24.19 per cent annualised SIP return in 3 years.
It has a fund size of Rs 1,063 crore, while its NAV is Rs 31.3400.  
Benchmarked against NIFTY 500 TRI, the fund has given 21.26 per cent annualised return since its launch in February 2019.

14/14

ICICI Prudential Retirement Fund - Pure Equity Plan - Direct Plan

ICICI Prudential Retirement Fund - Pure Equity Plan - Direct Plan

At an expense ratio of 0.72 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. 
A Rs 19,999 monthly SIP investment in the 3-year period has converted into Rs 10,23,297.

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