Systematic Investment Plans (SIPs) have gained immense popularity among investors seeking disciplined investing. However, lumpsum investments continue to be a preferred route for those looking to capitalise on market corrections and long-term wealth creation. With the Indian stock market experiencing a phase of correction, now may be an opportune time for investors to explore mutual fund schemes suitable for lumpsum investments.
Among the various categories available, flexicap mutual funds offer diversified exposure across market capitalisations, providing both stability and growth potential.
In this article, we will examine the top-performing flexicap mutual funds for lumpsum investment in 2025, based on their 5-year CAGR performance.
The following funds have demonstrated strong performance over the past 5 years, making them notable options for investors considering lumpsum investments:
| Scheme Name | Launch Date | AUM (₹ in Crore) | Expense Ratio (%) | 5-year CAGR (%) |
| Quant Flexi Cap | 01-09-2008 | 6,725.72 | 1.8 | 30.09 |
| HDFC Flexi Cap | 01-01-1995 | 65,966.82 | 1.42 | 24.55 |
| Parag Parikh Flexi Cap | 05-05-2013 | 89,703.46 | 1.33 | 24.46 |
| Franklin India Flexi Cap | 29-09-1994 | 17,202.58 | 1.71 | 21.74 |
| JM Flexi Cap | 23-09-2008 | 5,185.66 | 1.81 | 21.28 |
Note: Performance as of March 7, 2025.
To better understand the potential of lumpsum investments, let’s consider an example where an investor had invested ₹5,00,000 in each of these funds 5 years ago. The table below shows the current value of the investment:
| Scheme Name | Invested Amount in ₹ | Current Value in ₹ |
| Quant Flexi Cap | 5,00,000 | 18,65,486 |
| HDFC Flexi Cap | 5,00,000 | 15,00,321 |
| Parag Parikh Flexi Cap | 5,00,000 | 14,94,728 |
| Franklin India Flexi Cap | 5,00,000 | 13,38,629 |
| JM Flexi Cap | 5,00,000 | 13,13,427 |
Note: Value as of March 7, 2025.
Flexicap mutual funds continue to be a compelling category for lumpsum investments, given their flexibility and ability to navigate diverse market conditions. The funds listed above have shown strong performance based on their 5-year CAGR, making them notable considerations for 2025.
However, investment decisions should be based on individual financial goals and risk appetite. Investors should conduct thorough research or seek professional advice before making any financial commitments.
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.
Published on: Mar 10, 2025, 3:40 PM IST
Team Angel One
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