Greatest mutual funds: Previous to investing in a mutual fund scheme, buyers have a tendency to check the returns given by that scheme vis-a-vis different schemes in the identical class.
Notably, rational buyers – in addition to past returns – weigh different elements as properly which embrace the previous efficiency of fund supervisor, popularity of fund home and general macro financial elements, amongst different elements.
Nevertheless, no matter these elements – previous returns definitely play an necessary position in an investor’s choice making.
Right here we listing out the flexi cap mutual funds which delivered over 15 % annualised returns up to now three years. To place this in perspective, when somebody invests in a mutual fund scheme that delivers over 15 % return on an annualised foundation — an invesment of ₹one lakh grows to ₹1.5 lakh in a span of three years.
Those that are usually not conscious, a flexi cap mutual fund scheme refers to a scheme which is free to spend money on the shares throughout market capitalisations i.e., small cap, mid cap and huge cap in any ratio. And so they can tweak the ratio (improve or lower) based mostly in the marketplace situation.
These schemes are supposed to take a position a minimal of 65 % of their property in fairness and equity-related devices, reveals the Sebi’s categorisation of mutual funds.
(Supply: AMFI; common returns as on March 13, 2025)
As we are able to see within the desk above, three flexi cap mutual fund schemes gave greater than 20 % return up to now three years. These are HDFC Flexi Cap Fund (21.69%), JM Flexi Cap Fund (21.49%) and Motilal Oswal Flexi Cap Fund (20.25%).
Different mutual fund schemes which delivered over 15 % annualised returns up to now three years embrace Parag Parikh Flexi Cap Fund (17.41%), ICICI Prudential Flexi Cap Fund (16.33%) and HSBC Flexi Cap Fund (15.25%).
Largest funds
When seen from the lens of dimension of scheme, largest flexi cap mutual fund schemes are Parag Parikh Flexi cap fund ( ₹89,517 crore) and HDFC Flexi Cap Fund ( ₹65,396 crore).
Different massive schemes which have a large asset dimension are Franklin India Flexi Cap Fund ( ₹16,509 crore), ICICI Prudential FlexiCap fund( ₹15,139 crore) and Motilal Oswal Flexi Cap Fund ( ₹11,486 crore).
It’s price mentioning right here that the previous returns are usually indicative and don’t guarantee future returns. This implies simply because a scheme has performed exceptionally properly up to now, it doesn’t imply it’ll proceed to carry out on the identical tempo in future as properly.
Word: This story is for informational functions solely. Please converse to a SEBI-registered funding advisor earlier than making any funding associated choice.
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