Flexi Cap funds, side by side
17 Flexi Cap funds with a complete record, in alphabetical order. Every figure is the fund's own, from AMFI and the fund house. This page ranks nothing and recommends nothing.
The funds
| Fund | 3 years, a year | 5 years, a year | Expense ratio | Worst fall | ₹1 lakh after 5 years, after tax | Fund size |
|---|---|---|---|---|---|---|
| Axis Flexi Cap FundAxis Mutual Fund | +13.2% | +8.3% | 0.85% | -29.9% | ₹1,42,717 | ₹13,943 cr |
| BANDHAN Flexi Cap FundBandhan Mutual Fund | +9.9% | +9.2% | 1.53% | -36.9% | ₹1,48,050 | ₹7,347 cr |
| Baroda BNP Paribas Flexi Cap FundBaroda BNP Paribas Mutual Fund | +11.5% | — | 1.30% | -20.4% | — | ₹1,208 cr |
| DSP Flexi Cap FundDSP Mutual Fund | +10.0% | +9.2% | 0.88% | -35.7% | ₹1,47,885 | ₹12,500 cr |
| Edelweiss Flexi Cap FundEdelweiss Mutual Fund | +13.4% | +12.0% | 0.77% | -36.1% | ₹1,66,616 | ₹3,584 cr |
| Franklin India Flexi Cap FundFranklin Templeton Mutual Fund | +9.9% | +10.8% | 1.00% | -37.7% | ₹1,58,516 | ₹18,562 cr |
| HDFC Flexi Cap FundHDFC Mutual Fund | +14.9% | +16.0% | 0.77% | -41.8% | ₹1,95,778 | ₹1,13,606 cr |
| HSBC Flexi Cap FundHSBC Mutual Fund | +14.9% | +12.7% | 1.31% | -39.8% | ₹1,71,453 | ₹5,838 cr |
| Invesco India Flexi Cap FundInvesco Mutual Fund | +16.7% | — | 0.86% | -19.4% | — | ₹5,538 cr |
| Kotak Flexi Cap FundKotak Mahindra Mutual Fund | +10.6% | +9.9% | 0.66% | -37.3% | ₹1,52,731 | ₹54,816 cr |
| Mirae Asset Flexi Cap FundMirae Asset Mutual Fund | +11.6% | — | 0.72% | -16.1% | — | ₹4,506 cr |
| Nippon India Flexi Cap FundNippon India Mutual Fund | +9.5% | +10.2% | 0.65% | -19.8% | ₹1,54,340 | ₹9,822 cr |
| Parag Parikh Flexi Cap FundPPFAS Mutual Fund | +12.8% | +11.1% | 0.69% | -31.2% | ₹1,60,543 | ₹1,47,405 cr |
| SBI Flexicap FundSBI Mutual Fund | +8.7% | +7.9% | 1.26% | -35.8% | ₹1,40,029 | ₹23,235 cr |
| Sundaram Flexicap FundSundaram Mutual Fund | +8.0% | — | 0.87% | -15.7% | — | ₹1,874 cr |
| UTI - Flexi Cap Fund.UTI Mutual Fund | +7.5% | +4.3% | 1.16% | -33.9% | ₹1,20,158 | ₹24,163 cr |
| WhiteOak Capital Flexi Cap FundWhiteOak Capital Mutual Fund | +13.7% | — | 0.83% | -15.6% | — | ₹9,391 cr |
The spread
How far these funds differ.
The lowest and highest figure in each column. The spread says how much the choice within a category matters; it does not say which fund to choose.
Expense ratio, Direct plan0.65% to 1.53%lowest to highest
Return a year over 5 years+4.3% to +16.0%lowest to highest
Worst fall from a peak-41.8% to -15.6%lowest to highest
Reading the table
What each column is.
- Returns. The yearly rate the Direct plan grew at over three and five years to the NAV date. Past returns do not tell you what the next five years will bring. How returns are computed
- Expense ratio. What the fund charges each year, taken from the fund's value before returns are reported. Where it comes from
- Worst fall. The largest drop from a peak to the low that followed, since 2015. How a fall is measured
- After tax. What an investor would have kept, on stated assumptions. Your own tax depends on your other gains and income.
- Fund size. The fund's net assets, from the fund house's monthly statement.
More
Other categories.
Investment research and financial education: historical analysis and scenario arithmetic from published data, not investment advice and not a recommendation to buy, sell or hold any scheme. Past performance does not indicate future returns. Mutual fund investments are subject to market risk; read the scheme documents. Nothing you type is stored or sent anywhere.