HomePersonal Finance NewsThese flexi cap mutual funds have given up to 48% returns in the last year: Check full list
Flexi cap funds are designed to benefit from the growth of all segments of the market, making them suitable for investors looking for long-term capital appreciation with a diversified approach.
By Anshul January 2, 2025, 1: 21: 20 PM IST (Updated)
Flexi cap funds are equity mutual funds that invest across large, mid, and small-cap stocks. They offer flexibility to the fund manager to adjust the portfolio as per market conditions. These funds are designed to benefit from the growth of all segments of the market, making them suitable for investors looking for long-term capital appreciation with a diversified approach.
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| Scheme Name | 1-Year Return | Invest Now | Fund Category | Expense Ratio |
|---|---|---|---|---|
| Axis Nifty 50 Index Fund | +32.80% | Invest Now | Equity: Large Cap | 0.12% |
| Axis Nifty 100 Index Fund | +38.59% | Invest Now | Equity: Large Cap | 0.21% |
| Axis Nifty Next 50 Index Fund | +71.83% | Invest Now | Equity: Large Cap | 0.25% |
| Axis Nifty 500 Index Fund | — | Invest Now | Equity: Flexi Cap | 0.10% |
| Axis Nifty Midcap 50 Index Fund | +46.03% | Invest Now | Equity: Mid Cap | 0.28% |
The performance of flexi cap funds has been decent in the past year.
Here are some of the top performers of the past year based on their returns:
| Fund Name | 1-Year Return (Regular) | 1-Year Return (Direct) |
| Motilal Oswal Flexi Cap Fund | 46.88% | 48.15% |
| Invesco India Flexi Cap Fund | 35.42% | 37.34% |
| JM FlexiCap Fund | 33.49% | 35.49% |
| 360 ONE FlexiCap Fund | 27.02% | 29.18% |
| Edelweiss Flexi Cap Fund | 25.89% | 27.86% |
| Axis Flexi Cap Fund | 22.89% | 24.15% |
| ICICI Prudential Flexicap Fund | 22.20% | 23.43% |
| HDFC Flexi Cap Fund | 23.83% | 24.68% |
| Bajaj Finserv Flexi Cap Fund | 26.89% | 28.86% |
| Baroda BNP Paribas Flexi Cap Fund | 22.22% | 23.72% |
(
Source: AMFI)
Roshi Jain, Senior Fund Manager – Equity at HDFC Asset Management Company (AMC), explains that their approach is centered around a bottom-up stock selection strategy, focusing on quality companies with reasonable valuations.
She mentions that over the last year, HDFC Flexi Cap Fund saw an increase in exposure to financials and consumer discretionary sectors, while reducing allocations to utilities, industrials, and energy.
Looking ahead, Jain is optimistic about the future of Indian equities. “We remain positive about Indian equities in the medium to long term, with strong domestic growth prospects, healthy corporate earnings, and favorable policy support,” she says.
However, she advises that investors remain selective, as the markets are currently trading at a premium relative to historical averages. The key, she emphasises, will be to identify stocks with long-term growth drivers and focus on those companies that can maintain their competitive edge over time.
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First Published:
Jan 2, 2025 1: 16 PM
IST