5 high-performing flexi cap funds: According to SEBI, a Flexicap fund is an equity-oriented mutual fund that can invest across large cap, mid cap, and small cap stocks without any mandatory allocation to a specific market-cap segment, and it must invest at least 65 per cent of its total assets in equities and equity-related instruments.
Here is the list of 5 flexi cap mutual funds with their strong returns in 3, 5 and 7 years.
Franklin India Flexi Cap Fund - Direct Plan
- Launch Date: 01-Jan-2013
- Benchmark: NIFTY 500 TRI
- AUM: Rs 17,536 Cr (As on 31-Mar-2026)
- NAV: Rs 1,747.6292 (As on 10-Apr-2026)
- Expense Ratio: 0.91% (As on 31-Mar-2026)
- CAGR 3-year: 17.71%
- CAGR 5-year: 15.94%
- CAGR 7-year: 15.49%
- Min. Investment: Rs 5,000
- Min. SIP Investment: Rs 500
- Sharpe Ratio: 0.66
- Standard Deviation: 14.00
- Beta: 0.66
Quant Flexi Cap Fund - Direct Plan
- Launch Date: 01-Jan-2013
- Benchmark: NIFTY 500 TRI
- AUM: Rs 5,687 Cr (As on 31-Mar-2026)
- NAV: Rs 108.9901 (As on 10-Apr-2026)
- Expense Ratio: 0.74% (As on 31-Mar-2026)
- CAGR 3-year: 18.85%
- CAGR 5-year: 19.19%
- CAGR 7-year: 22.13%
- Min. Investment: Rs 5,000
- Min. SIP Investment: Rs 250
- Sharpe Ratio: 0.56
- Standard Deviation: 17.50
- Beta: 1.10
HDFC Flexi Cap Fund - Direct Plan
- Launch Date: 01-Jan-2013
- Benchmark: NIFTY 500 TRI
- AUM: Rs 91,335 Cr (As on 31-Mar-2026)
- NAV: Rs 2,162.9720 (As on 10-Apr-2026)
- Expense Ratio: 0.68% (As on 31-Mar-2026)
- CAGR 3-year: 20.94%
- CAGR 5-year: 20.44%
- CAGR 7-year: 17.27%
- Min. Investment: Rs 100
- Min. SIP Investment: Rs 100
- Sharpe Ratio: 0.56
- Standard Deviation: 17.50
- Beta: 1.10
Read more: Mutual Fund Returns: 5 schemes that grew money at least 13X in 15 years - LIST
Bank of India Flexi Cap Fund - Direct Plan
- Launch Date: 29-Jun-2020
- Benchmark: BSE 500 TRI
- AUM: Rs 2,034 Cr (As on 31-Mar-2026)
- NAV: Rs 38.0300 (As on 10-Apr-2026)
- Expense Ratio: 0.58% (As on 31-Mar-2026)
- CAGR 3-year: 23.56%
- CAGR 5-year: 19.49%
- Min. Investment: Rs 5000
- Min. SIP Investment: Rs 1000
- Sharpe Ratio: 0.81
- Standard Deviation: 17.80
- Beta: 1.08
Parag Parikh Flexi Cap Fund - Direct Plan
- Launch Date: 24-May-2013
- Benchmark: BSE 500 TRI
- AUM: Rs 1,28,966 Cr (As on 31-Mar-2026)
- NAV: Rs 90.4425 (As on 10-Apr-2026)
- Expense Ratio: 0.62% (As on 31-Mar-2026)
- CAGR 3-year: 18.62%
- CAGR 5-year: 16.73%
- CAGR 7-year: 19.62
- Min. Investment: Rs 1000
- Min. SIP Investment: Rs 1000
- Sharpe Ratio: 1.08
- Standard Deviation: 9.76
- Beta: 0.62
Also read: SIP vs Lump Sum Investment: Rs 3,000 SIP or Rs 5 lakh lump sum - Which could generate a higher corpus in 15 years? See calculations
(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money related decisions.)
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