The below table shows a list Of the Top Performed Flexi Cap Fund in 10 Years based on AUM, NAV, and minimum SIP.
| Fund Name | AUM (₹ Cr) | NAV (₹) | Minimum SIP (₹) |
| Parag Parikh Flexi Cap Fund | 89,703.46 | 87.24 | 3,000 |
| HDFC Flexi Cap Fund | 66,344.40 | 2,002.23 | 100 |
| Kotak Flexicap Fund | 50,072.60 | 86.28 | 100 |
| Aditya Birla Sun Life Flexi Cap Fund | 21,416.97 | 1,840.07 | 0 |
| SBI FlexiCap Fund | 21,592.65 | 116.84 | 5,000 |
| Franklin India Flexi Cap Fund | 17,202.58 | 1,709.31 | 500 |
| Quant Flexi Cap Fund | 6,829.09 | 101.39 | 0 |
| JM FlexiCap Fund | 5,254.65 | 110.45 | 250 |
Content:
- What Is Flexi Cap Fund?
- Best Top Performed Flexi Cap Fund in 10 Years
- List Of Top Performed Flexi Cap Fund in 10 Years
- Top Performed Flexi Cap Fund in 10 Years
- Who Should Invest In Top Performed Flexi Cap Fund in 10 Years?
- How To Invest In Top Performed Flexi Cap Fund in 10 Years?
- Explain Performance Metrics Of Best Performed Flexi Cap Fund in 10 Years?
- Explain the Benefits Of Investing In Top Performed Flexi Cap Fund in 10 Years.
- Explain the Challenges Of Investing In Best Performed Flexi Cap Fund in 10 Years.
- Introduction to Top Performed Flexi Cap Fund in 10 Years
- Parag Parikh Flexi Cap Fund Direct-Growth
- HDFC Flexi Cap Direct Plan-Growth
- Kotak Flexicap Fund Direct-Growth
- Aditya Birla Sun Life Flexi Cap Fund Direct-Growth
- SBI Flexicap Fund Direct-Growth
- Franklin India Flexi Cap Fund Direct-Growth
- Quant Flexi Cap Fund Direct-Growth
- JM Flexicap Fund Direct Plan-Growth
- Best Top Performed Flexi Cap Fund in 10 Years – FAQs
What Is Flexi Cap Fund?
A Flexi Cap Fund is a type of mutual fund that has the flexibility to invest across market capitalizations (large-cap, mid-cap, and small-cap stocks) without any restrictions on allocation. These funds aim to capitalize on opportunities across the market spectrum, allowing fund managers to adjust the portfolio based on market conditions.
Flexi Cap Funds offer diversification across market segments, potentially reducing risk while aiming for optimal returns. The fund manager has the freedom to alter allocations based on their market outlook and individual stock opportunities.
This flexibility can be advantageous in capturing growth across different market segments. However, it also means that the fund’s risk profile and returns can vary significantly based on the manager’s decisions and market conditions.
Best Top Performed Flexi Cap Fund in 10 Years
The table below shows the Best Top Performed Flexi Cap Fund in 10 Years based on the lowest to highest expense ratio.
| Name | Expense Ratio (%) | Minimum SIP (Rs) |
| Parag Parikh Flexi Cap Fund | 0.63 | 3,000 |
| HDFC Flexi Cap Fund | 0.79 | 100 |
| Kotak Flexicap Fund | 0.65 | 100 |
| Aditya Birla Sun Life Flexi Cap Fund | 0.91 | 0 |
| SBI FlexiCap Fund | 0.84 | 5,000 |
| Franklin India Flexi Cap Fund | 0.92 | 500 |
| Quant Flexi Cap Fund | 0.61 | 0 |
| JM FlexiCap Fund | 0.55 | 250 |
List Of Top Performed Flexi Cap Fund in 10 Years
The table below shows a List Of Top Performed Flexi Cap Funds in 10 Years based on the Highest 3Y CAGR.
| Name | CAGR 3Y (Cr) | Minimum SIP (Rs) |
| Parag Parikh Flexi Cap Fund | 18.45 | 3,000 |
| HDFC Flexi Cap Fund | 22.9 | 100 |
| Kotak Flexicap Fund | 14.53 | 100 |
| Aditya Birla Sun Life Flexi Cap Fund | 14.46 | 0 |
| SBI FlexiCap Fund | 12.2 | 5,000 |
| Franklin India Flexi Cap Fund | 17.69 | 500 |
| Quant Flexi Cap Fund | 17.33 | 0 |
| JM FlexiCap Fund | 25.12 | 250 |
Top Performed Flexi Cap Fund in 10 Years
The table below shows the Top Performed Flexi Cap Fund in 10 Years based on exit load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.
| Name | AMC | Exit Load (%) |
| Parag Parikh Flexi Cap Fund | PPFAS Asset Management Pvt. Ltd. | 2 |
| HDFC Flexi Cap Fund | HDFC Asset Management Company Limited | 1 |
| Kotak Flexicap Fund | Kotak Mahindra Asset Management Co. Ltd. | 1 |
| Aditya Birla Sun Life Flexi Cap Fund | Aditya Birla Sun Life AMC Limited | 1 |
| SBI FlexiCap Fund | SBI Funds Management Limited | 0.1 |
| Franklin India Flexi Cap Fund | Franklin Templeton Asset Management | 1 |
| Quant Flexi Cap Fund | Quant Money Managers Limited | 1 |
| JM FlexiCap Fund | JM Financial Asset Management Pvt. Ltd. | 1 |
Who Should Invest In Top Performed Flexi Cap Fund in 10 Years?
Top Performed Flexi Cap Funds in 10 Years are suitable for investors seeking exposure to equity markets across all market capitalizations. These funds are ideal for those who want to benefit from potential growth opportunities in various market segments while delegating asset allocation decisions to professional fund managers.
Investors with a moderate to high risk tolerance and a long-term investment horizon can consider these funds. They are particularly suitable for those who prefer a diversified equity portfolio but lack the time or expertise to actively manage allocations across market caps.
However, investors should be comfortable with the potential volatility that comes with equity investments and understand that the fund’s performance can vary based on the manager’s decisions and market conditions.
How To Invest In Top Performed Flexi Cap Fund in 10 Years?
To invest in the Top Performed Flexi Cap Fund in 10 Years, start by researching funds with consistent long-term performance. Compare their expense ratios, returns, and portfolio composition. Open an account with a reliable broker like Alice Blue to access these funds.
Choose between lump sum investments or Systematic Investment Plans (SIPs). SIPs allow for regular, smaller investments and can help average out market volatility over time. They also provide the benefit of rupee cost averaging.
Consider factors like fund size, investment strategy, and the fund manager’s track record. Review the fund’s portfolio to ensure it aligns with your risk tolerance. Regularly monitor the fund’s performance and rebalance your overall portfolio as needed.
Explain Performance Metrics Of Best Performed Flexi Cap Fund in 10 Years?
Performance metrics for Best Performed Flexi Cap Funds in 10 Years typically include total returns, risk-adjusted returns, and consistency of performance across market cycles. Total returns consider the capital appreciation of the fund over the decade, providing a comprehensive view of the fund’s growth.
Risk-adjusted returns, measured by ratios like the Sharpe ratio or Sortino ratio, help assess the fund’s performance in relation to the risk taken. This is particularly important for Flexi Cap funds as they can vary their exposure across market capitalizations.
Other key metrics include the fund’s performance relative to its benchmark index and peer group. The ability to outperform in different market conditions and across various market cap segments is a strong indicator of the fund manager’s skill.
Explain the Benefits Of Investing In Top Performed Flexi Cap Fund in 10 Years.
The main benefits of investing in the Top Performed Flexi Cap Fund in 10 Years include diversification, flexibility, potential for higher returns, professional management, and adaptability to market conditions. These factors make them attractive for investors seeking comprehensive equity exposure.
- Diversification: Flexi Cap Funds invest across market capitalizations, providing a well-diversified equity portfolio. This can help spread risk and capture growth opportunities in different market segments.
- Flexibility: Fund managers have the freedom to adjust allocations based on market conditions. This flexibility allows them to capitalize on opportunities across market caps as they arise.
- Higher Return Potential: By investing across market caps, these funds can potentially capture higher returns from mid and small-cap stocks during bullish phases while maintaining stability with large caps.
- Professional Management: Experienced fund managers make informed decisions about asset allocation and stock selection, leveraging their expertise and market insights.
- Market Adaptability: Flexi Cap Funds can adapt to changing market conditions by shifting allocations, potentially providing better risk-adjusted returns over different market cycles.
Explain the Challenges Of Investing In Best Performed Flexi Cap Fund in 10 Years.
The main challenges of investing in Best Performed Flexi Cap Fund in 10 Years include performance volatility, dependence on manager skill, potential style drift, higher expenses, and benchmark comparison difficulties. These factors require careful consideration when investing.
- Performance Volatility: The flexibility to invest across market caps can lead to higher volatility, especially if the fund increases exposure to mid and small-cap stocks during market downturns.
- Manager Dependence: Fund performance heavily relies on the fund manager’s decisions. Poor allocation choices or market timing can significantly impact returns.
- Style Drift: The fund’s investment style and risk profile can change over time as allocations shift, which may not align with an investor’s original investment thesis.
- Higher Expenses: The active management and flexibility of these funds often result in higher expense ratios compared to more focused equity funds.
- Benchmark Comparison: It can be challenging to compare Flexi Cap Funds to a single benchmark due to their varying allocations, making performance evaluation more complex.
Introduction to Top Performed Flexi Cap Fund in 10 Years
Parag Parikh Flexi Cap Fund Direct-Growth
Parag Parikh Flexi Cap Fund Direct-Growth is a Flexi Cap mutual fund offering from PPFAS Mutual Fund. This investment option has been available for 11 years and 2 months, having commenced on May 13, 2013.
The Parag Parikh Flexi Cap Fund Direct-Growth falls under the Flexi Cap Fund category and is classified as a Very High Risk investment by SEBI. The fund’s current asset allocation consists of Equity: 80.56%, Cash & Equivalents: 9.48%, Certificate of Deposit: 9.37%, and Treasury Bills: 0.59%.
HDFC Flexi Cap Direct Plan-Growth
HDFC Flexi Cap Direct Plan-Growth is a Flexi Cap mutual fund scheme offered by HDFC Mutual Fund. This investment vehicle has been operational for 11 years and 6 months, having launched on January 1, 2013.
The HDFC Flexi Cap Direct Plan-Growth falls under the Flexi Cap Fund category and is classified as a Very High Risk investment by SEBI. Its current asset allocation is Equity: 87.57%, Cash & Equivalents: 8.54%, REITs & InvITs: 2.99%, Government Securities: 0.77%, and Rights: 0.12%.
Kotak Flexicap Fund Direct-Growth
Kotak Flexicap Fund Direct-Growth is a Flexi Cap mutual fund offering from Kotak Mahindra Mutual Fund. This investment option has been in the market for 11 years and 6 months, having begun on January 1, 2013.
The Kotak Flexicap Fund Direct-Growth falls under the Flexi Cap Fund category and is classified as a Very High Risk investment by SEBI. Its current asset allocation is Equity: 97.87%, Cash & Equivalents: 1.90%, Mutual Funds: 0.13%, and Rights: 0.10%.
Aditya Birla Sun Life Flexi Cap Fund Direct-Growth
Aditya Birla Sun Life Flexi Cap Fund Direct-Growth is a Flexi Cap mutual fund scheme provided by Aditya Birla Sun Life Mutual Fund. This investment vehicle has been available for 11 years and 6 months, having started on January 1, 2013.
The Aditya Birla Sun Life Flexi Cap Fund Direct-Growth falls under the Flexi Cap Fund category and is classified as a Very High Risk investment by SEBI. The fund’s current asset allocation consists of Equity: 98.13%, Cash & Equivalents: 1.38%, and Rights: 0.49%. This indicates a strong focus on equity investments with minimal allocation to cash and other asset classes.
SBI Flexicap Fund Direct-Growth
SBI Flexicap Fund Direct-Growth is a Flexi Cap mutual fund offering from SBI Mutual Fund. This investment option has been operational for 11 years and 6 months, having commenced on January 1, 2013.
The SBI Flexicap Fund Direct-Growth falls under the Flexi Cap Fund category and is classified as a Very High Risk investment by SEBI. The fund’s current asset allocation consists of Equity: 92.18%, Cash & Equivalents: 7.68%, and Treasury Bills: 0.14%. This indicates a predominant focus on equity investments, with a small portion allocated to liquid assets for flexibility and stability.
Franklin India Flexi Cap Fund Direct-Growth
Franklin India Flexi Cap Fund Direct-Growth is a Flexi Cap mutual fund scheme offered by Franklin Templeton Mutual Fund. This investment vehicle has been in the market for 11 years and 6 months, having launched on January 1, 2013.
The Franklin India Flexi Cap Fund Direct-Growth falls under the Flexi Cap Fund category and is classified as a Very High Risk investment by SEBI. The fund’s current asset allocation consists of Equity: 96.30%, Cash & Equivalents: 3.48%, Treasury Bills: 0.14%, and Rights: 0.08%. This allocation highlights a strong equity focus, with a minimal portion allocated to cash, treasury bills, and rights.
Quant Flexi Cap Fund Direct-Growth
Quant Flexi Cap Fund Direct-Growth is a Flexi Cap mutual fund offering from Quant Mutual Fund. This investment option has been available for 11 years and 6 months, having begun on January 1, 2013.
The Quant Flexi Cap Fund Direct-Growth falls under the Flexi Cap Fund category and is classified as a Very High Risk investment by SEBI. The fund’s current asset allocation consists of Equity: 87.02%, Cash & Equivalents: 4.56%, Treasury Bills: 4.38%, and Futures & Options: 4.04%. This allocation reflects a strong equity exposure, with a diversified portion allocated to cash, treasury bills, and derivatives for risk management and liquidity.
JM Flexicap Fund Direct Plan-Growth
JM Flexicap Fund Direct Plan-Growth is a Flexi Cap mutual fund scheme provided by JM Financial Mutual Fund. This investment vehicle has been operational for 11 years and 6 months, having started on January 1, 2013.
The JM Flexicap Fund Direct Plan-Growth falls under the Flexi Cap Fund category and is classified as a Very High Risk investment by SEBI. The fund’s current asset allocation consists of Equity: 98.61% and Cash & Equivalents: 1.39%. This allocation indicates a strong focus on equities, with minimal allocation towards cash and equivalents for liquidity.
Best Top Performed Flexi Cap Fund in 10 Years – FAQs
Best Performed Flexi Cap Funds in 10 Years #1: Parag Parikh Flexi Cap Fund
Best Performed Flexi Cap Funds in 10 Years #2: HDFC Flexi Cap Fund
Best Performed Flexi Cap Funds in 10 Years #3: Kotak Flexicap Fund
Best Performed Flexi Cap Funds in 10 Years #4: Aditya Birla Sun Life Flexi Cap Fund
Best Performed Flexi Cap Funds in 10 Years #5: SBI FlexiCap Fund
These funds are listed based on the Highest AUM.
The top performing Flexi Cap funds over the past 10 years, based on expense ratios, include Franklin India Flexi Cap Fund, Aditya Birla Sun Life Flexi Cap Fund, SBI FlexiCap Fund, HDFC Flexi Cap Fund, and Kotak Flexicap Fund. These funds have consistently delivered strong returns, balancing growth and expense efficiency.
Yes, you can invest in Top Performed Flexi Cap Fund in 10 Years through mutual fund platforms or brokers. These funds are accessible to retail investors and offer options for both lump sum investments and systematic investment plans (SIPs).
Investing in the Top Performed Flexi Cap Fund in 10 Years can be beneficial for those seeking diversified equity exposure across market caps. It’s suitable for investors with moderate to high risk tolerance and a long-term investment horizon.
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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.
