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Top 5 Flexi Cap Mutual Funds That Gave Upto 29% Returns In 5 Years

Mutual Funds Investment: In the volatile equities market, mutual funds often emerge as a feasible option for risk-averse investors. Out of all the mutual funds categories, flexi cap mutual funds provide a diverse investment opportunity as they park the investors money into mid cap, small cap and even large cap stocks.

For investors looking to diversify their portfolios with flexi-cap mutual funds, here are some of the top-performing options to consider. But before exploring the list, let's first understand what mutual funds are and how the flexi-cap category stands out in offering flexibility across market capitalisations.

Top 5 Flexi Cap Mutual Funds That Gave Upto 29% Returns In 5 Years

What is a Mutual Fund?

Mutual funds are investment tools managed by professionals. They gather money from various investors to create a diverse portfolio, including stocks, bonds, and other securities. This approach allows investors to benefit from diversification, reducing risk by spreading investments across different assets.

What Are The Benefits Of Mutual Funds?

One of the key benefits of mutual funds is that the money is invested by professional experts. They handle investment decisions, ensuring informed choices on behalf of investors. Additionally, mutual funds offer liquidity, allowing investors to buy or sell fund units with ease in most cases. This makes them accessible even for those starting with smaller amounts.

Equity funds primarily focus on investing in stocks. These funds aim for capital growth over time by investing in shares of companies. On the other hand, debt funds concentrate on bonds and fixed-income instruments, providing more stable returns compared to equity funds.

What Is Flexi-Cap Mutual Fund?

Flexi-cap funds invest across large-, mid-, and small-cap stocks, giving fund managers the flexibility to adjust allocations based on market conditions. Hybrid funds provide a mix of equity and debt investments. This blend offers a balanced approach, catering to those seeking both growth and income stability.

The accessibility of mutual funds is another appealing feature. Investors can start with relatively small amounts, making it easier for individuals to enter the investment world without needing substantial capital upfront.

Top Five Mutual Funds

Here are the top five best performing mutual fund assets, as per the Association of Mutual Fudns in India (AMFI) data.

Scheme NameBenchmark5-Year Return (%) Regular5-Year Return (%) Direct5-Year Return (%) Benchmark
HDFC Flexi Cap FundNifty 500 TRI27.6328.4619.77
Quant Flexi Cap FundNifty 500 TRI25.0327.1718.77
Bank of India Flexi Cap FundBSE 500 TRI23.9425.8719.74
JM Flexi Cap FundBSE 500 TRI24.4225.7619.74
Franklin India Flexi Cap FundNifty 500 TRI22.7123.6519.77

While mutual funds can help in reducing the risk of volatility in the Indian stock market, but investors must understand that the option is not completely risk-free and a massive stock market crash or prolonged bearish momentum could impact the growth of your mutual fund investments.

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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