Discover the top 4 flexi cap mutual funds with the highest 1-year returns, where a ₹1.5 lakh investment surged up to ₹1.78 lakh. Learn how they performed.
Flexi cap mutual funds offer a dynamic approach to equity investing, allowing fund managers to allocate assets across large-cap, mid-cap, and small-cap stocks in any proportion. As per the Securities and Exchange Board of India (SEBI), these funds must maintain a minimum of 65% of their investments in equities.
Top 4 Flexi Cap Mutual Funds with the Highest 1-Year Returns
Here, we explore the top four flexi cap mutual funds that have delivered the highest annualised returns over the past year. We also assess how a lump sum investment of ₹1,50,000 in each of these funds has performed over the same period.
- 1-Year Annualised Return: 19.16%
- Assets Under Management (AUM): ₹11,855 crore
- Net Asset Value (NAV): ₹60.59
- Benchmark: NIFTY 500 TRI
- Annualised Return Since Inception (April 2014): 18.17%
- Expense Ratio: 0.88%
- Minimum SIP Investment: ₹500
- Minimum Lump Sum Investment: ₹1,000
- Growth of ₹1,50,000 Investment: ₹1,78,740
- 1-Year Annualised Return: 14.49%
- Assets Under Management (AUM): ₹89,703 crore
- Net Asset Value (NAV): ₹85.89
- Benchmark: NIFTY 500 TRI
- Annualised Return Since Inception (May 2013): 20.1%
- Expense Ratio: 0.63%
- Minimum SIP Investment: ₹1,000
- Minimum Lump Sum Investment: ₹1,000
- Growth of ₹1,50,000 Investment: ₹1,71,735
- 1-Year Annualised Return: 13.03%
- Assets Under Management (AUM): ₹1,357 crore
- Net Asset Value (NAV): ₹14.09
- Benchmark: BSE 500 TRI
- Annualised Return Since Inception (June 2023): 23.03%
- Expense Ratio: 0.69%
- Minimum SIP Investment: ₹1,000
- Minimum Lump Sum Investment: ₹1,000
- Growth of ₹1,50,000 Investment: ₹1,69,545
- 1-Year Annualised Return: 12.82%
- Assets Under Management (AUM): ₹65,967 crore
- Net Asset Value (NAV): ₹1,955.09
- Benchmark: NIFTY 500 TRI
- Annualised Return Since Inception (January 2013): 16.79%
- Expense Ratio: Not specified
- Growth of ₹1,50,000 Investment: ₹1,69,230
Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.
Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.
