Flexi Cap Mutual Funds
Find here some best Flexi Cap fund to invest
- Annual Returns 18.73%
- Average Risk High
- Total Funds 38
What is Flexi Cap Mutual Fund?
Flexi cap mutual funds are a type of equity funds that invest in companies of various sizes, including large cap, mid cap, and small cap companies. These funds offer flexible investment options, allowing the fund manager to move investments between large, mid, or small cap companies based on where they see the best potential of returns or balances risk.
- The average returns of flexi cap mutual funds over 5 years range between 15-18%.
- These funds have moderate volatility and medium risk.
- Best recommended time horizon for investment is 3-5 years.
Top 5 Flexi Cap Funds for 2-3X Returns in 5 Yrs
Latest Recommendation By Team of ExpertsTop Performing Flexi Cap in India for High Returns
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Lumpsum 3Y P.a
22.82%
|
SIP 3Y P.a.
34.92%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
Lumpsum 3Y P.a
-
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SIP 3Y P.a.
-
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Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
Lumpsum 3Y P.a
18.18%
|
SIP 3Y P.a.
26.78%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
Lumpsum 3Y P.a
-
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SIP 3Y P.a.
-
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Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
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Lumpsum 3Y P.a
-
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SIP 3Y P.a.
-
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Return Vs Category
Low |
Risk Vs Category
Below Average |
Invest | |
|
Lumpsum 3Y P.a
18.81%
|
SIP 3Y P.a.
25.25%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
Lumpsum 3Y P.a
-
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
Lumpsum 3Y P.a
-
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
Lumpsum 3Y P.a
24.33%
|
SIP 3Y P.a.
26.56%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
Lumpsum 3Y P.a
16.49%
|
SIP 3Y P.a.
25.1%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest |
Short Term
Long Term
SIP
Rolling Term
1 Week
-2.71%
|
1 Month
7.23%
|
3 Months
0.87%
|
6 Months
15.67%
|
1 Year
43.22%
|
Invest | ||
1 Week
-2.43%
|
1 Month
5.89%
|
3 Months
-0.94%
|
6 Months
11.46%
|
1 Year
35.56%
|
Invest | ||
1 Week
-3.87%
|
1 Month
3.76%
|
3 Months
-3.23%
|
6 Months
5.98%
|
1 Year
30.11%
|
Invest | ||
1 Week
-3.6%
|
1 Month
2.87%
|
3 Months
-5.74%
|
6 Months
4.1%
|
1 Year
30.01%
|
Invest | ||
1 Week
-3.58%
|
1 Month
2.2%
|
3 Months
-4.4%
|
6 Months
4.06%
|
1 Year
27.25%
|
Invest | ||
1 Week
-3.98%
|
1 Month
2.62%
|
3 Months
-4.97%
|
6 Months
4.21%
|
1 Year
27.23%
|
Invest | ||
1 Week
-4.1%
|
1 Month
3.08%
|
3 Months
-4.66%
|
6 Months
3.73%
|
1 Year
27.06%
|
Invest | ||
1 Week
-3.67%
|
1 Month
3.84%
|
3 Months
-1.6%
|
6 Months
8.31%
|
1 Year
24.24%
|
Invest | ||
1 Week
-3.21%
|
1 Month
0.56%
|
3 Months
-3.9%
|
6 Months
4.92%
|
1 Year
24.13%
|
Invest | ||
1 Week
-2.37%
|
1 Month
1.27%
|
3 Months
-0.41%
|
6 Months
7.2%
|
1 Year
23.95%
|
Invest |
2 Years
35.32%
|
3 Years
22.82%
|
5 Years
18.43%
|
Annual Rt
18.82%
|
Invest | ||
2 Years
32.85%
|
3 Years
-
|
5 Years
-
|
Annual Rt
26.97%
|
Invest | ||
2 Years
29.01%
|
3 Years
18.18%
|
5 Years
20.19%
|
Annual Rt
16.28%
|
Invest | ||
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
46.61%
|
Invest | ||
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
40.93%
|
Invest | ||
2 Years
26.33%
|
3 Years
18.81%
|
5 Years
20.21%
|
Annual Rt
26.45%
|
Invest | ||
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
48.21%
|
Invest | ||
2 Years
26.29%
|
3 Years
-
|
5 Years
-
|
Annual Rt
28.31%
|
Invest | ||
2 Years
26.03%
|
3 Years
24.33%
|
5 Years
22.46%
|
Annual Rt
19.3%
|
Invest | ||
2 Years
28.4%
|
3 Years
16.49%
|
5 Years
24.81%
|
Annual Rt
20.13%
|
Invest |
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
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Invest | ||
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest |
1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
1 Year
0%
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3 Years
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Invest | ||
1 Year
0%
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3 Years
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5 Years
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Invest | ||
1 Year
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Invest | ||
1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest |
Standard Deviation
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Alpha
-
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Beta
-
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Sharpe Ratio
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Invest | ||
Standard Deviation
-
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Alpha
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Beta
-
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Sharpe Ratio
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Invest | ||
Standard Deviation
-
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Alpha
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Beta
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Sharpe Ratio
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Invest | ||
Standard Deviation
-
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Alpha
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Beta
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Sharpe Ratio
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Invest | ||
Standard Deviation
-
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Alpha
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Beta
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Sharpe Ratio
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Invest | ||
Standard Deviation
-
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Alpha
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Beta
-
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Sharpe Ratio
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Invest | ||
Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest |
Min SIP
₹500
|
Min Lumpsum
₹500
|
Expense Ratio
1.73%
|
Fund Manager
Niket Shah
|
Launch Date
28-Apr 2014
|
Invest | ||
Min SIP
₹500
|
Min Lumpsum
₹1000
|
Expense Ratio
1.99%
|
Fund Manager
Taher Badshah
|
Launch Date
11-Feb 2022
|
Invest | ||
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
1.93%
|
Fund Manager
Venugopal Manghat
|
Launch Date
24-Feb 2004
|
Invest | ||
Min SIP
₹1000
|
Min Lumpsum
₹1000
|
Expense Ratio
2.1%
|
Fund Manager
Mayur Patel
|
Launch Date
26-Jun 2023
|
Invest | ||
Min SIP
₹500
|
Min Lumpsum
₹500
|
Expense Ratio
1.85%
|
Fund Manager
Nimesh Chandan
|
Launch Date
14-Aug 2023
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.96%
|
Fund Manager
Ashwani Kumar Agarwalla
|
Launch Date
03-Feb 2015
|
Invest | ||
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
2.06%
|
Fund Manager
Dhimant Shah
|
Launch Date
17-Feb 2023
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹500
|
Expense Ratio
1.84%
|
Fund Manager
Piyush Baranwal
|
Launch Date
02-Aug 2022
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.43%
|
Fund Manager
Roshi Jain
|
Launch Date
01-Jan 1995
|
Invest | ||
Min SIP
₹1000
|
Min Lumpsum
₹1000
|
Expense Ratio
1.33%
|
Fund Manager
Rajeev Thakkar
|
Launch Date
24-May 2013
|
Invest |
Latest NAV
62.7554(20-12-2024)
|
Previous NAV
62.7554(20-12-2024)
|
NAV Change
-3.06415%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
18.87(20-12-2024)
|
Previous NAV
18.87(20-12-2024)
|
NAV Change
-1.76991%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
218.5739(20-12-2024)
|
Previous NAV
218.5739(20-12-2024)
|
NAV Change
-2.06784%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
15.1224(20-12-2024)
|
Previous NAV
15.1224(20-12-2024)
|
NAV Change
-1.68257%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
13.999(20-12-2024)
|
Previous NAV
13.999(20-12-2024)
|
NAV Change
-1.65789%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
37.829(20-12-2024)
|
Previous NAV
37.829(20-12-2024)
|
NAV Change
-1.96439%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
17.8309(20-12-2024)
|
Previous NAV
17.8309(20-12-2024)
|
NAV Change
-2.07967%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
16.873(20-12-2024)
|
Previous NAV
16.873(20-12-2024)
|
NAV Change
-1.86693%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
1852.577(20-12-2024)
|
Previous NAV
1852.577(20-12-2024)
|
NAV Change
-1.43099%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
80.0322(20-12-2024)
|
Previous NAV
80.0322(20-12-2024)
|
NAV Change
-1.21628%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest |
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Flexi Cap Funds Return Calculator
Historical Returns
Future Value
Invested Amt.
+Net Profit
=Total Wealth
- Invested Amount
- Estimated Returns
- Invested Amount ₹43,855
- Interest Earned ₹6,145
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Advantages of Investing in Flexi Cap Mutual Fund?
Investing in Flexi Cap mutual funds has various benefits that might enhance your portfolio's performance and durability.
- Diversification: These funds spread investments across companies of different sizes large, mid, and small caps, reducing risk by diversifying across market segments.
- Flexible Investment: Allows managers to adjust portfolios based on market conditions, optimizing returns and capitalizing on opportunities.
- Balanced Risk & Reward: Aim to balance risk with the potential for higher returns from smaller companies and stability from larger firms, managing overall portfolio risk while seeking growth opportunities.
Flexi Cap Mutual Fundsprovide diversification across market segments and industries, enhancing portfolio stability and growth potential while using an SIP calculator helps to optimize long-term investment strategy.
Best Flexi Cap Mutual Funds for SIP Investment
-
Parag Parikh Flexi Cap Fund
Parag Parikh Flexi Cap Fund was launched on May 5, 2013, the fund investment regularly generates returns higher than inflation and as of June 30, 2024, it has an AUM of Rs. 71,699.85 Cr. The fund has delivered rolling returns of 19.16% over three years, outperforming its benchmark of 14.55%, while maintaining a consistency rate of 88.78%.
-
Kotak Flexi Cap Fund
Kotak Flexi Cap Fund was launched on September 5, 2009, and currently has an AUM of Rs. 51,104.2 Cr. It has achieved a 3-year rolling return of 16.32%, outperforming its benchmark of 14.35%, with a consistency rate of 82.08%. To get better returns, investors should spread out their investments across at least five years.
-
Quant Flexi cap Fund
The Quant Flexi cap Fund was launched on 01-09-2008 and has an impressive Assets Under Management (AUM) of Rs. 6,886.9 crores. This fund follows a flexible investment approach, investing in a mix of large-cap, mid-cap, and small-cap companies, with the aim of generating consistent returns for investors.
The fund's 3-year rolling returns have averaged 20.22%, which is notably higher than its benchmark's returns of 14.35%. the fund has maintained a consistency of 80.12%. to earn better returns investors should invest within 5 years or more.
How to Invest SIP in Flexi Cap Funds
To get started, consider investing through a user-friendly online platform like MySIPonline. Here are some key points to begin with:
- Create Free Account: Set up your account, complete your profile, and verify KYC.
- Debit Mandate: Register your debit mandate for automatic SIP deductions.
- Select Fund: Choose your preferred Flexi Cap fund or seek expert guidance.
- Add to Cart: Add funds to your cart, select your SIP date, and make your first payment online.
- Track Performance: Monitor scheme performance and transaction details on your personalized dashboard.
Investing in Mutual Funds online through SIP is easy. The process is smooth, with fast KYC and simple, user-friendly choices.
Factors to Consider Before Investing in Flexi Cap Funds:
Before investing in Flexi Cap Mutual Funds, several key factors should be looked at:
- Fund Performance: Examine historical performance to assess how the fund has performed in various market conditions.
- Consistency of Returns: Look for funds that demonstrate consistent returns over time, rather than relying solely on short-term performance.
- Portfolio Composition: Understand the types of companies and sectors the fund invests in to ensure it aligns with your investment goals and risk tolerance.
- Assets Under Management (AUM): Consider the size of the fund's AUM, as larger funds may have advantages in terms of liquidity and stability.
- Investment Philosophy: Review the fund manager's investment approach and philosophy to see if it matches your investment objectives and beliefs.
These factors help you make smart choices when investing in Flexi Cap Mutual Funds, ensuring they match your goals and risk comfort
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