Top 3 Flexicap Mutual Funds With Best SIP Returns in 3 Years: Rs 9,000 monthly SIP in No. 1 fund has led into Rs 4.75 lakh wealth
Top 3 Flexicap Mutual Funds with Highest SIP Returns: Flexicap mutual funds are a type of open-ended equity mutual fund that gives fund managers the flexibility to invest across all market capitalisation segments. These include large-cap, mid-cap, and small-cap stocks, based on opportunities and market conditions. As of June 18, these are the top 3 flexi-cap mutual funds with the highest SIP returns over the previous three years. According to calculations, a Rs 9,000 monthly investment in the top fund has grown to Rs 4.75 lakh in just 3 years.
Motilal Oswal Flexi Cap Fund
In 3 years, Motilal Oswal Flexi Cap Fund has given a 26.58 per cent annualised return. Its assets under management (AUM) are Rs 13,023 crore, while its net asset value (NAV) is Rs 66.99. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 18.66 per cent since its launch in April 2014.
Motilal Oswal Flexi Cap Fund
With an expense ratio of 0.87 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. With a monthly investment of Rs 9,000, the fund has grown to Rs 4,75,000 in 3 years.
Invesco India Flexi Cap Fund
In 3 years, Invesco India Flexi Cap Fund has given a 26.09 per cent annualised return. Its assets under management (AUM) are Rs 2,987 crore, while its net asset value (NAV) is Rs 19.58. Benchmarked against BSE 500 TRI, the fund has given annualised returns of 22.27 per cent since its launch in January 2022.
Invesco India Flexi Cap Fund
With an expense ratio of 0.64 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. With a monthly investment of Rs 9,000, the fund has grown to Rs 4,72,000 in 3 years.
HDFC Flexi Cap Fund
In 3 years, HDFC Flexi Cap Fund has given a 23.94 per cent annualised return. Its assets under management (AUM) are Rs 75,784 crore, while its net asset value (NAV) is Rs 2,136.24. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 17.15 per cent since its inception in January 2013.
HDFC Flexi Cap Fund
With an expense ratio of 0.73 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. With a monthly investment of Rs 9,000, the fund has grown to Rs 4,59,000 in 3 years.