Mutual Fund: 7 Flexi Cap Funds with up to 66% SIP return:Flexi Cap Fund is considered a better way to invest in equity. Especially for those investors who are going to start investing in the stock market through equity mutual funds. This is also a very easy way for retail investors to create a diversified equity portfolio. There are seven funds in the flexi cap category that have made their investors rich by giving 65 percent annualized return on lump sum investment and more than 66 percent annualized return on investment through SIP in the last one year.
One Year Returns of Top Flexi Cap Funds
Here we are giving details of 7 flexi cap funds that have given 50% or more returns in the last 1 year. Among these, the annual return of one fund is 64.99% and the annualized SIP return of another scheme is more than 66%. All the figures given below are of the direct plans of these schemes.
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Fund Name: JM Flexicap (Direct)
One year return on lump sum investment: 61.98%
One year annualized return on investment through SIP: 66.74%
Asset Allocation: Equity 97.99%, Debt – nil, Cash 2.01%
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Fund Name: Invesco India Focused (Direct)
One year return on lump sum investment: 64.99%
One year annualized return on investment through SIP: 63.14%
Asset Allocation: Equity 94.25%, Debt 2.51%, Cash 3.24%
Also read: SIP in SBI: Rs 1.04 crore collected from SIP of Rs 2300, how did this scheme of SBI Mutual Fund do this miracle
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Fund Name: Bank of India Flexi Cap (Direct)
One year return on lump sum investment: 62.56%
One year annualized return on investment through SIP: 59.01%
Asset Allocation: Equity 96.46%, Debt 0.01%, Cash 3.53%
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Fund Name: Quant Flexi Cap (Direct)
One year return on lump sum investment: 54.84%
One year annualized return on investment through SIP: 54.96%
Asset Allocation: Equity 92.45%, Debt – 3.48%, Cash 4.07%
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Fund Name: Motilal Oswal Flexi Cap (Direct)
One year return on lump sum investment: 54.71%
One year annualized return on investment through SIP: 53.88%
Asset Allocation: Equity 88.28%, Debt – 8.63%, Cash 3.09%
Also read: This scheme of HDFC Mutual Fund has doubled the money in one year, what is the secret of its success? In which stocks has it invested
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Fund Name: 360 ONE FlexiCap (Direct)
One year return on lump sum investment: 51.68%
One year annualized return on investment through SIP: 55.68%
Asset Allocation: Equity 96.77%, Debt – nil, Cash 3.23%
Also read: SIP in SBI: Rs 1.04 crore collected from SIP of Rs 2300, how did this scheme of SBI Mutual Fund do this miracle
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Fund Name: Mahindra Manulife Focused (Direct)
One year return on lump sum investment: 50.34%
One year annualized return on investment through SIP: 51.31%
Asset Allocation: Equity 96.22%, Debt – nil, Cash 3.78%
(Source: Value Research)
Also read: NFO: Opportunity to subscribe to Bank of India Business Cycle Fund, should you invest?
What is the specialty of flexi cap funds
Flexi Cap Funds are placed in the category of equity funds. As the name suggests, the flexibility of its portfolio is its biggest feature. The fund manager can choose the shares for investment as per the market conditions and trends. According to SEBI guidelines, it is necessary to invest at least 65 percent of the flexi cap fund in equity and equity related instruments. But there is no limit on maximum investment in equity. As you can see in the data above, most funds have invested more than 90 percent in equity. Also, there is no restriction on the proportion of money invested in equity, large cap, mid cap and small cap. The fund manager has complete freedom to take investment decisions. Due to this flexibility, it is considered a better way to create a diversified portfolio with less money.
(Disclaimer: The purpose of this article is only to provide information, not to give investment advice. Market fluctuations have a direct impact on the returns of mutual funds. Therefore, please consult your investment advisor before investing.)
