Top 7 Flexi Cap Mutual Funds With Highest SIP Returns in 10 Years: Rs 12,500 monthly investment in No. 1 fund is now worth Rs 56,08,081, what about others
Top 7 Flexi Cap Mutual Funds With Highest SIP Returns in 10 Years: Flexi cap mutual allows an investor to invest in companies of large, mid, and small market capitalisation. This provides investors stability and growth. The category is suitable for investors with a long-term horizon.
Top 7 Flexi Cap Mutual Funds With Highest SIP Returns in 10 Years: When we invest in large, mid, or small cap mutual funds, they invest it mainly in the stocks of the market capitalisation that they represent. E.g., large cap mutual funds need to have at least 80 per cent of their investments in large cap stocks. So, when mutual fund investors pick either of the 3 caps, their goal should be clear. They should know whether they are targeting stability or growth. But what if they want to take the benefit of large, mid, and small cap stocks in a single fund? For such investors, flexi cap mutual fund is the category where, with a single investment, they can invest in all 3 caps in almost equal proportion. In a flexi cap mutual fund, the fund manager can pick the companies of any market capitalisation. It provides growth and stability prospects to investors, as the manager can shift the fund allocation to any cap that is performing well in given market situations. The flexi cap mutual fund category has given 36.61 per cent annualised returns (CAGR) in 1 year, 14.79 per cent in 3 years, 18.87 per cent in 5 years, and 14.29 per cent in 10 years, as per Value Research data. In this write-up, know the top 7 mutual funds with the best annualised SIP returns (XIRR) in 10 years. Also, know how a Rs 12,5000 monthly SIP investment in each fund has grown to in that period.
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Quant Flexi Cap Fund - Direct Plan
The fund has given 24.9 per cent annualised SIP returns in 10 years.
It has assets under management (AUM) of Rs 7,912 crore, while its net asset value (NAV) is Rs 112.0262.
Benchmarked against NIFTY 500 TRI, the fund given 20.91 per cent annualised returns since its inception 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 12,500 monthly SIP in the fund in 10 years, or Rs 15,00,000 total investment, has swelled to Rs 56,08,081.
JM Flexicap Fund - Direct Plan
The fund has given 22.81 per cent annualised SIP returns in the 10-year time frame.
It has AUM of Rs 4,531 crore, while its NAV is Rs 116.7552.
Benchmarked against BSE 500 TRI, the fund given 19.75 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 12,500 monthly SIP in the fund has zoomed to Rs 50,08,533 in the 10-year period.
Parag Parikh Flexi Cap Fund - Direct Plan
The fund has given 21.64 per cent annualised SIP returns in the 10-year period.
It has an asset base of Rs 82,441 crore, while its NAV is Rs 86.4618.
Benchmarked against NIFTY 500 TRI, the fund given 20.80 per cent annualised returns since its debut 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 12,500 monthly SIP in the fund has converted into Rs 47,00,282 in 10-year time frame.
360 ONE Focused Equity Fund - Direct Plan
The fund has given 20.73 per cent annualised SIP returns in 10 years.
It has AUM of Rs 8,177 crore, while its unit price is Rs 53.0984.
Benchmarked against BSE 500 TRI, the fund given 18.19 per cent annualised returns since its beginning in October 2014.
360 ONE Focused Equity Fund - Direct Plan
At an expense ratio of 18.19 per cent, the fund has Rs 1,000 as the minimum SIP and lump sum investment each.
A Rs 12,500 monthly SIP in the fund has grown to Rs 44,75,011 in 10 years.
HDFC Flexi Cap Fund - Direct Plan
The fund has given 20.42 per cent annualised SIP returns in the 10-year time frame.
It has an asset base of Rs 4,531 crore, while its unit price is Rs 2,048.7360.
Benchmarked against NIFTY 500 TRI, the fund given 17.75 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 minimum lump sum investment each.
A Rs 12,500 monthly SIP in the fund has swelled to Rs 44,01,272 in the 10-year period.
ICICI Prudential Focused Equity Fund - Direct Plan
The fund has given 20.15 per cent annualised SIP returns in the 10-year period.
It AUM is Rs 10,201 crore, while its NAV is Rs 98.8700.
Benchmarked against BSE 500 TRI, the fund given 17.11 per cent annualised returns since its launch in January 2013.
ICICI Prudential Focused Equity Fund - Direct Plan
At an expense ratio of 0.56 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,500 monthly SIP in the fund has zoomed to Rs 43,38,126 in 10-year time frame.
HDFC Focused 30 Fund - Direct Plan
The fund has given 19.87 per cent annualised SIP returns in 10 years.
It has AUM of Rs 15,109 crore, while its unit price is Rs 244.9920.
Benchmarked against NIFTY 500 TRI, the fund given 16.50 per cent annualised returns since its inception 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 investment and Rs 100 as the minimum lump sum investment.
A Rs 12,500 monthly SIP in the fund has jumped to Rs 42,72,527 in the 10-year period.