Top 7 Flexi Cap Mutual Funds With Highest SIP Returns in 3 Years: Rs 21,111 monthly investment in No. 1 scheme has grown to Rs 12,42,955
Top 7 Flexi Cap Mutual Funds With Highest SIP Returns in 3 Years: Flexi cap mutual funds can have stocks of any market capitalisation in any proportion in their portfolio. The fund manager can change the ratio based on share market conditions. The flexi cap category has given an 18.34 per cent annualised return in 1 year, 14.11 per cent in 3 years, 17.70 per cent in 5 years, and 13.14 per cent in 10 years.
Top 7 Flexi Cap Mutual Funds With Highest SIP Returns in 3 Years: When you invest in large, mid, or small cap mutual funds and investment in either of them starts performing poorly, you have two options: either you can stop your investment right away and choose a scheme where market fluctuations matter little, or you have to wait till the fund recovers and starts performing better. The flexi cap mutual fund is a category that can have the stock of any market capitlaisation of any size of company. During market fluctuations, if either of the cap stocks fall, they can replace them with a better-performing category. The flexi cap category has given a 18.34 per cent annualised return in 1 year, 14.11 per cent in 3 years, 17.70 per cent in 5 years, and 13.14 per cent in 10 years, as per Value Research data. Know about the top 7 flexi cap mutual funds with highest anualised SIP returns (XIRR) in 3 years. Also know how a Rs 21,111 monthly SIP investment in each fund has performed during that period.
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Motilal Oswal Flexi Cap Fund - Direct Plan
The small cap fund has given 34.67 per cent annualised SIP return in 3 years.
It has assets under management (AUM) of Rs 12,598 crore, while its net asset value (NAV) is Rs 69.0375.
Benchmarked against NIFTY 500 TRI, the fund has given 19.78 per cent annualised return since its launch in April 2014.
Motilal Oswal Flexi Cap Fund - Direct Plan
At an expense ratio of 0.88 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment.
A Rs 21,111 monthly SIP investment in the 3-year period, or a total investment of Rs 7,59,996, has ballooned to Rs 12,42,955.
Invesco India Focused Fund - Direct Plan
The fund has given 33.89 per cent annualised SIP return in the 3-year period.
It has AUM of Rs 3,609 crore, while its NAV is Rs 29.7400.
Benchmarked against BSE 500 TRI, the fund has given 29.01 per cent annualised return since its debut in September 2020.
Invesco India Focused Fund - Direct Plan
With 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 21,111 monthly SIP investment in the 3-year time frame has sprung to Rs 12,30,375.
JM Flexicap Fund - Direct Plan
The fund has given 32.96 per cent annualised SIP return in the 3-year time frame.
It has an asset base of Rs 5,012 crore, while its unit price is Rs 115.2766.
Benchmarked against BSE 100 TRI, the fund has given 19.25 per cent annualised return since its beginning in January 2013.
JM Flexicap Fund - Direct Plan
At an expense ratio of 0.52 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 21,111 monthly SIP investment in 3 years has zoomed to Rs 12,15,431.
Bank of India Flexi Cap Fund - Direct Plan
The fund has given 30.4 per cent annualised SIP return in 3 years.
It has a fund size of Rs 2,048 crore, while its NAV is Rs 37.7500.
Benchmarked against BSE 500 TRI, the fund has given 34.06 per cent annualised return since its starting in June 2020.
Bank of India Flexi Cap Fund - Direct Plan
With an expense ratio of 0.47 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 21,111 monthly SIP investment in the 3-year period has jumped to Rs 11,74,897.
Bandhan Focused Equity Fund - Direct Plan
The fund has given 27.78 per cent annualised SIP return in the 3-year period.
Its AUM is Rs 1,793 crore, while its NAV is Rs 103.2340.
Benchmarked against BSE 500 TRI, the fund has given 14.59 per cent annualised return since its inception in January 2013.
Bandhan Focused Equity Fund - Direct Plan
At an expense ratio of 0.82 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 21,111 monthly SIP investment in the 3-year time frame has jumped to Rs 11,34,257.
ICICI Prudential Retirement Fund - Pure Equity Plan - Direct Plan
The fund has given 26.83 per cent annualised SIP return in the 3-year time frame.
It has an asset base of Rs 1,050 crore, while its unit price is Rs 32.3100.
Benchmarked against NIFTY 500 TRI, the fund has given 22.12 per cent annualised return since its debut in February 2019.
ICICI Prudential Retirement Fund - Pure Equity Plan - Direct Plan
With 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 21,111 monthly SIP investment in 3 years has grown to Rs 11,19,876.
JM Focused Fund - Direct Plan
The fund has given 26.39 per cent annualised SIP return in 3 years.
It has a fund size of Rs 212 crore, while its NAV is Rs 23.3528.
Benchmarked against BSE 500 TRI, the fund has given 15.95 per cent annualised return since its launch in January 2013.
JM Focused Fund - Direct Plan
At an expense ratio of 0.78 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 21,111 monthly SIP investment in the 3-year period has converted into Rs 11,13,169.