5 best flexi cap mutual funds gave over 20% annualised returns (2024)

FAQs

5 best flexi cap mutual funds gave over 20% annualised returns? ›

The top-performing flexi cap mutual funds include Quant Flexi Cap, JM Flexicap and Parag Parikh Flexi Cap Fund, which have given more than 20% annualised returns in the past five years. Whether they acknowledge it or not, most mutual fund investors choose schemes primarily on the basis of their past performance.

Contra funds gave an average return of 20.51% in five years. Three contra funds completed five years in the market. SBI Contra Fund gave 24.69%. Kotak India EQ Contra Fund and Invesco India Contra Fund gave 19.49% and 17.36% returns, respectively.

As you know there are no fixed returns in mutual funds but you can expect around 8% - 10% in Debt hybrid funds, around 10% - 12% in equity hybrid funds and 12%-15% in equity funds if you have a long-term horizon.

Which is better Flexi Cap or Midcap fund? ›

Investment goals: If the goal is aggressive capital appreciation, mid-cap funds might be more suitable. However, for investors looking for a balanced growth strategy that can adapt to market changes, flexi-cap funds could be the better option.

1. Current NAV: The Current Net Asset Value of the JM Flexicap Fund as of Jun 12, 2024 is Rs 98.90 for Growth option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: 59.6% (1yr), 29.04% (3yr), 25.07% (5yr) and 15.52% (since launch).

Market volatility: Flexi-cap funds can be volatile due to exposure to different market segments. Managerial discretion: Fund managers' decisions impact performance, which may not always align with your expectations. Higher expense ratios: Flexi-cap funds may have higher fees compared to index funds.

The U.S. stock market is considered to offer the highest investment returns over time. Higher returns, however, come with higher risk. Stock prices typically are more volatile than bond prices.

1. Current NAV: The Current Net Asset Value of the UTI Flexi Cap Fund - Regular Plan as of Jun 07, 2024 is Rs 289.96 for Growth option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: 19.37% (1yr), 8.55% (3yr), 15.13% (5yr) and 12.7% (since launch).