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Flexi Cap vs Hybrid Mutual Funds: What Is The Difference, Which Gives You Better Three-Year Returns?
Flexi Cap vs Hybrid Mutual Funds: Mutual fund investment is considered a favourable option for risk-averse investors planning to bring exposure into their portfolio. To further minimise volatility, mutual fund categories like flexi cap and hybrid provide diversified investment options.
As the name suggests, flexi cap and hybrid mutual funds work on the principle of diversification to offer better returns without compromising on risk and volatility. But both types of mutual funds operate differently in separate categories. Here are the key differences between flexi cap and hybrid mutual funds, and the history of top mutual funds in both categories.
What is a Flexi Cap Mutual Fund?
Flexi-cap mutual funds offer a diversified investment in equities. The mutual fund invests all the fund in equities, but the allocation includes large cap, small cap and mid-cap. The mutual fund covers the entire market spectrum, offering broad diversification.
What is A Hybrid Mutual Fund?
A hybrid mutual fund also focuses on diversification, but unlike flexi cap MF, this category is not just limited to equities. The MF category includes a mix of asset classes, including equity (stocks), debt (bonds), and even gold and cash equivalents.
Top Performing Flexi Cap Mutual Funds In 3 Years
| Scheme Name | Benchmark | 3-Year Return (%) Regular | 3-Year Return (%) Direct | 3-Year Return (%) Benchmark |
| Motilal Oswal Flexi Cap Fund | Nifty 500 TRI | 22.57 | 23.61 | 16.48 |
| Invesco India Flexi Cap Fund | BSE 500 TRI | 21.96 | 23.76 | 16.15 |
| HDFC Flexi Cap Fund | Nifty 500 TRI | 21.81 | 22.61 | 16.48 |
| Bank of India Flexi Cap Fund | BSE 500 TRI | 21.5 | 23.26 | 16.15 |
| JM Flexi Cap Fund | BSE 500 TRI | 21.17 | 22.72 | 16.15 |
Top Performing Hybrid Mutual Funds in 3 Years
| Scheme Name | Benchmark | 3-Year Return – Regular (%) | 3-Year Return – Direct (%) | 3-Year Return – Benchmark (%) |
|---|---|---|---|---|
| ICICI Prudential Equity & Debt Fund | CRISIL Hybrid 35+65 – Aggressive Index | 19.33 | 20.03 | 13.02 |
| JM Aggressive Hybrid Fund | CRISIL Hybrid 35+65 – Aggressive Index | 19.21 | 21.03 | 13.02 |
| Bank of India Mid & Small Cap Equity & Debt Fund | 70% Nifty MidSmallcap 400 TRI Index & 30% CRISIL Short Term Bond Index | 18.84 | 20.22 | 19.24 |
| Edelweiss Aggressive Hybrid Fund | CRISIL Hybrid 35+65 – Aggressive Index | 17.01 | 18.00 | 13.02 |
| Mahindra Manulife Aggressive Hybrid Fund | CRISIL Hybrid 35+65 – Aggressive Index | 16.58 | 18.53 | 13.02 |
Hybrid Mutual Fund vs Flexi Cap Mutual Fund
While the top flexi cap mutual funds have given around 22% returns in three years, the flexi cap's 'Aggressive Hybrid' category has given around 20% returns in three years. The percentage of returns in three year duration for hybrid fund may also depend on MF provider and its sub categories like conservative, aggressive, multi allocation, etc.
Disclaimer: The views and recommendations expressed are solely those of the individual analysts or entities and do not reflect the views of Goodreturns.in or Greynium Information Technologies Private Limited (together referred as "we"). We do not guarantee, endorse or take responsibility for the accuracy, completeness or reliability of any content, nor do we provide any investment advice or solicit the purchase or sale of securities. All information is provided for informational and educational purposes only and should be independently verified from licensed financial advisors before making any investment decisions.
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