Best common funds: Prior to purchasing a shared fund plan, capitalists often tend to contrast the returns offered by that plan vis-a-vis various other systems in the very same classification.
Notably, logical capitalists– besides previous returns– evaluate various other variables too that include the previous efficiency of fund supervisor, online reputation of fund residence and general macro financial variables, to name a few variables.
However, despite these variables– previous returns absolutely play an essential duty in a financier’s choice production.
Here we provide out the flexi cap common funds which provided over 15 percent annualised returns in the previous 3 years. To placed this in viewpoint, when a person purchases a shared fund plan that supplies over 15 percent return on an annualised basis– an invesment of one lakh expands to 1.5 lakh in a period of 3 years.
Those that are not mindful, a flexi cap common fund plan describes a system which is totally free to buy the supplies throughout market capitalisations i.e., little cap, mid cap and big cap in any kind of proportion. And they can modify the proportion (boost or reduction) based upon the marketplace problem.
These systems are intended to spend a minimum of 65 percent of their possessions in equity and equity-related tools, reveals the Sebi’s categorisation of common funds.
(Source: AMFI; routine returns as on March 13, 2025)
As we can see in the table over, 3 flexi cap common fund systems provided greater than 20 percent return in the previous 3 years. These are HDFC Flexi Cap Fund (21.69%), JM Flexi Cap Fund (21.49%) and Motilal Oswal Flexi Cap Fund (20.25%).
Other common fund systems which provided over 15 percent annualised returns in the previous 3 years consist of 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 plan, biggest flexi cap common fund systems are Parag Parikh Flexi cap fund ( 89,517 crore) and HDFC Flexi Cap Fund ( 65,396 crore).
Other big systems which have a huge possession 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 deserves stating right here that the previous returns are typically a measure and do not guarantee future returns. This implies even if a system has actually done incredibly well in the past, it does not suggest it will certainly remain to execute at the very same speed in future too.
Note: This tale is for informative functions just. Please talk with a SEBI-registered financial investment expert prior to making any kind of financial investment associated choice.
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