Best-performing Flexi Cap Mutual Funds in 3 years (till July 21, 2023): There is a wide variance between the top and low-performing flexi cap mutual fund schemes in three years.
Best-performing Flexi Cap Mutual Funds in 3 years (till July 21, 2023): There is a wide variance between the top and low-performing flexi cap mutual fund schemes in three years. There is a gap of around 25% in the returns of the lowest and top-performing flexi cap fund in 3 years.
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Data on the website of the Association of Mutual Funds in India (AMFI) at the time of writing on July 23 shows that the top-performing Flexi Cap Fund in three years has given an annualised return of 39% under the direct plan while the lowest-performing scheme has given just around 14% annualised returns in 3 years.
Also, as many as 10 flexi-cap schemes have given over 25% annualised returns under direct plans while five flexi-cap funds have given less than 19% returns in three years. Following is the list of top-performing flexi cap funds in three years that have given over 25% annualised returns, as per AMFI website data (tracked till July 21).
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Top-performing Flexi Cap Funds in 3 years till July 21
Quant Flexi Cap Fund
The direct plan of Quant Flexi Cap Fund has given 39.17% annualised returns in three years while the regular plan has given 38.11% returns. The scheme tracks NIFTY 500 Total Return Index, which has given 24.37% returns in 3 years.
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HDFC Flexi Cap Fund
The direct plan of HDFC Flexi Cap Fund has given 32.26% annualised returns in three years while the regular plan has given 31.43% returns. The scheme tracks NIFTY 500 Total Return Index, which has given 24.37% returns in 3 years.
Bank of India Flexi Cap Fund
The direct plan of Bank of India Flexi Cap Fund has given 29.74% annualised returns in three years while the regular plan has given 27.61% returns. The scheme tracks S&P BSE 500 Total Return Index, which has given 24.62% returns in 3 years.
Franklin India Flexi Cap Fund
The direct plan of Franklin India Flexi Cap Fund has given 28.51% annualised returns in three years while the regular plan has given 27.56% returns. The scheme tracks NIFTY 500 Total Return Index, which has given 24.37% returns in 3 years.
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JM Flexicap Fund
The direct plan of JM Flexicap Fund has given 27.60% annualised returns in three years while the regular plan has given 26.56% returns. The scheme tracks S&P BSE 500 Total Return Index, which has given 24.62% returns in 3 years.
Parag Parikh Flexi Cap Fund
The direct plan of Parag Parikh Flexi Cap Fund has given 26.77% annualised returns in three years while the regular plan has given 25.55% returns. The scheme tracks NIFTY 500 Total Return Index, which has given 24.37% returns in 3 years.
PGIM India Flexi Cap Fund
The direct plan of PGIM India Flexi Cap Fund has given 26.61% annualised returns in three years while the regular plan has given 24.37% returns. The scheme tracks NIFTY 500 Total Return Index, which has given 24.37% returns in 3 years.
Edelweiss Flexi Cap Fund
The direct plan of Edelweiss Flexi Cap Fund has given 26.07% annualised returns in three years while the regular plan has given 23.92% returns. The scheme tracks NIFTY 500 Total Return Index, which has given 24.37% returns in 3 years.
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Union Flexi Cap Fund
The direct plan of Union Flexi Cap Fund has given 25.33% annualised returns in three years while the regular plan has given 24.08% returns. The scheme tracks S&P BSE 500 Total Return Index, which has given 24.62% returns in 3 years.
Navi Flexi Cap Fund
The direct plan of Navi Flexi Cap Fund has given 25.20% annualised returns in three years while the regular plan has given 22.76% returns. The scheme tracks NIFTY 500 Total Return Index, which has given 24.37% returns in 3 years.
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