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Flexi Cap Mutual Funds

Find here some best Flexi Cap fund to invest

  • Annual Returns 18.31%
  • Average Risk High
  • Total Funds 37

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.
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Top Performing Flexi Cap in India for High Return

AMC List

  • Kotak
  • Aditya Birla Sun Life
  • ICICI
  • Tata
  • HDFC
  • SBI
  • UTI
  • Nippon
  • Sundaram
  • Canara
  • Invesco
  • Axis
  • Baroda BNP Paribas
  • DSP
  • EDELWEISS
  • Franklin
  • HSBC
  • LIC
  • Mirae Asset
  • Motilal Oswal
  • Mahindra
  • PGIM
  • WOC
  • Bandhan
  • 360 One
  • Bajaj Finserv
  • Quant
  • Parag Parikh
  • ITI

Minimum SIP Amt.

  • ₹100 - ₹500
  • ₹500 - ₹1000
  • ₹1000 - ₹5000

Fund Option

  • Growth
  • Dividend
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Snapshot

Returns

Risk

Information

NAV Details

Compare Funds

Lumpsum 3Y P.a 22.54%
SIP 3Y P.a. 29.09%
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Lumpsum 3Y P.a 18.78%
SIP 3Y P.a. 31.9%
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Lumpsum 3Y P.a 17.87%
SIP 3Y P.a. 25.49%
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Lumpsum 3Y P.a 17.52%
SIP 3Y P.a. 25.12%
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Lumpsum 3Y P.a 16.68%
SIP 3Y P.a. 26.85%
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Lumpsum 3Y P.a 16.61%
SIP 3Y P.a. 25.36%
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Lumpsum 3Y P.a 16.44%
SIP 3Y P.a. 26.17%
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Lumpsum 3Y P.a 15.19%
SIP 3Y P.a. 25.34%
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Lumpsum 3Y P.a 13.99%
SIP 3Y P.a. 20.99%
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Lumpsum 3Y P.a 13.67%
SIP 3Y P.a. 21.86%
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Short Term

Long Term

SIP

Rolling Term

1 Week 0.2%
1 Month -3.7%
3 Months -0.54%
6 Months 9.78%
1 Year 35%
Invest
1 Week 2.28%
1 Month -4.58%
3 Months 3.26%
6 Months 15.98%
1 Year 46.06%
Invest
1 Week 0.45%
1 Month -6.09%
3 Months -4.12%
6 Months 7.44%
1 Year 29.99%
Invest
1 Week 0.03%
1 Month -8.68%
3 Months -11.24%
6 Months -2.77%
1 Year 31.34%
Invest
1 Week 0.94%
1 Month -4.82%
3 Months -2.11%
6 Months 10.79%
1 Year 35.12%
Invest
1 Week 0.3%
1 Month -5.22%
3 Months -3.36%
6 Months 7.59%
1 Year 30.57%
Invest
1 Week 0.22%
1 Month -5.91%
3 Months -3.59%
6 Months 9.27%
1 Year 35.5%
Invest
1 Week -0.04%
1 Month -2.45%
3 Months 0.31%
6 Months 9.15%
1 Year 28.7%
Invest
1 Week 0.23%
1 Month -5.91%
3 Months -6.45%
6 Months 4.06%
1 Year 22.95%
Invest
1 Week 0.7%
1 Month -6.75%
3 Months -5.81%
6 Months 4.76%
1 Year 22.82%
Invest
2 Years 26.34%
3 Years 22.54%
5 Years 22.3%
Annual Rt 19.3%
Invest
2 Years 31.76%
3 Years 18.78%
5 Years 17.19%
Annual Rt 18.82%
Invest
2 Years 23.41%
3 Years 17.87%
5 Years -
Annual Rt 22.9%
Invest
2 Years 22.91%
3 Years 17.52%
5 Years 30.93%
Annual Rt 16.15%
Invest
2 Years 27.6%
3 Years 16.68%
5 Years 19.95%
Annual Rt 16.28%
Invest
2 Years 23.92%
3 Years 16.61%
5 Years 21.63%
Annual Rt 18.6%
Invest
2 Years 24.63%
3 Years 16.44%
5 Years 19.88%
Annual Rt 26.45%
Invest
2 Years 27.03%
3 Years 15.19%
5 Years 24.32%
Annual Rt 20.13%
Invest
2 Years 20.5%
3 Years 13.99%
5 Years -
Annual Rt 18.09%
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2 Years 22.2%
3 Years 13.67%
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Annual Rt 15.4%
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Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 1.46%
Fund Manager Roshi Jain
Launch Date 01-Jan 1995
Invest
Min SIP ₹500
Min Lumpsum ₹500
Expense Ratio 1.74%
Fund Manager Niket Shah
Launch Date 08-Apr 2014
Invest
Min SIP ₹100
Min Lumpsum ₹5000
Expense Ratio 1.7%
Fund Manager Rajat Chandak
Launch Date 01-Jul 2021
Invest
Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 1.77%
Fund Manager Sanjeev Sharma
Launch Date 01-Sep 2008
Invest
Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 1.95%
Fund Manager Venugopal Manghat
Launch Date 24-Feb 2004
Invest
Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 1.72%
Fund Manager R Janakiraman
Launch Date 29-Sep 1994
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 1.99%
Fund Manager Ashwani Kumar Agarwalla
Launch Date 05-Jan 2015
Invest
Min SIP ₹1000
Min Lumpsum ₹1000
Expense Ratio 1.32%
Fund Manager Rajeev Thakkar
Launch Date 05-May 2013
Invest
Min SIP ₹500
Min Lumpsum ₹1000
Expense Ratio 2.06%
Fund Manager Fatema Pacha
Launch Date 23-Aug 2021
Invest
Min SIP ₹100
Min Lumpsum ₹500
Expense Ratio 1.74%
Fund Manager Meenakshi Dawar
Launch Date 05-Aug 2021
Invest
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Comparison of Top Flexi Cap Funds

Flexi Cap Funds Return Calculator

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  • Invested Amount
  • Estimated Returns

  • Invested Amount ₹43,855
  • Interest Earned ₹6,145

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.

  1. Diversification: These funds spread investments across companies of different sizes large, mid, and small caps, reducing risk by diversifying across market segments.
  2. Flexible Investment: Allows managers to adjust portfolios based on market conditions, optimizing returns and capitalizing on opportunities.
  3. 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

  1. 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%.

  2. 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.

  3. 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:

  1. Create Free Account: Set up your account, complete your profile, and verify KYC.
  2. Debit Mandate: Register your debit mandate for automatic SIP deductions.
  3. Select Fund: Choose your preferred Flexi Cap fund or seek expert guidance.
  4. Add to Cart: Add funds to your cart, select your SIP date, and make your first payment online.
  5. 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:

  1. Fund Performance: Examine historical performance to assess how the fund has performed in various market conditions.
  2. Consistency of Returns: Look for funds that demonstrate consistent returns over time, rather than relying solely on short-term performance.
  3. Portfolio Composition: Understand the types of companies and sectors the fund invests in to ensure it aligns with your investment goals and risk tolerance.
  4. Assets Under Management (AUM): Consider the size of the fund's AUM, as larger funds may have advantages in terms of liquidity and stability.
  5. 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

Frequently Asked Questions

Who should invest in Flexi Cap Mutual Funds?
Flexi Cap funds are suitable for the investors who can digest high risk in search for higher returns. Moreover, these funds are not suitable for the investors who are stepping in the finance market with a short term investment perspective as they might end up delivering negative returns.
What is the minimum investment required for investing in Flexi Cap funds?
The minimum investment depends from one scheme to another. In general, for lumpsum investment the minimum investment can range from Rs. 500 to Rs. 5000. Whereas, in case of SIP, the range may vary between Rs. 500 to Rs. 1000. For authentic information, never forget to check the scheme related documents.
What is the investment philosophy followed by Flexi Cap companies?
The fund manager of Flexi Cap fund targets the best small sized companies having the potential to generate excellent gains in the future. Such companies do not have much resources as the large cap or mid cap companies but have high potential to outperform many big companies.
Why to invest in Flexi Cap funds?
Flexi Cap funds have more tendency of providing exceptional returns than the other categories of funds. Moreover, they can also be a suitable option for providing diversification to your portfolio.
How risky are Flexi Cap funds?
Flexi Cap funds are one of the riskiest mutual funds. But at the same time rewards are also high. Therefore, an investor who is willing to expose his corpus towards risk for fetching higher returns should invest in Flexi Cap funds.
Are Flexi Cap Funds for long term investment?
Yes, Flexi Cap funds are a suitable choice for generating long term capital appreciation. Moreover, in short term these funds can cause double digit losses to the investors. Thus, always maintain a long term investment perspective while investing in Flexi Cap mutual funds.
What is the benchmark of Flexi Cap Fund?
Benchmark is a standard with which a mutual fund competes in terms of growth & performance. Different Flexi Cap funds have different benchmark. Thus, read the mutual fund document carefully to know the benchmark.
What are the taxes applied on Flexi Cap Mutual Funds?
Flexi Cap funds are eligible for two types of taxes- STCG (Short Term Capital Gain) and LTCG (Long Term Capital Gain). STCG is the capital gain generated on the units which are hold for up to 1 year. The STCG tax imposed by the Government of India is 15%. LTCG is the profit generated on the units which are hold for more than one years. The LTCG levied is 10% for the profit above Rs. 1 Lakh.
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