Quant Flexi Cap Fund
In 7 years, Quant Flexi Cap has given a 25.99 per cent annualised return. Its assets under management (AUM) are Rs 7,153 crore, while its net asset value (NAV) is Rs 110.26. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 19.51 per cent since its launch in January 2013.
With an expense ratio of 0.61 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a monthly investment of 20,000, the fund has grown to Rs 42,35,000 in 7 years.
Parag Parikh Flexi Cap Fund
In 7 years, Parag Parikh Flexi Cap has given a 23.31 per cent annualised return. Its assets under management (AUM) are Rs 1,03,868 crore, while its net asset value (NAV) is Rs 93.17. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 20.26 per cent since its launch in May 2013.
With an expense ratio of 0.63 per cent, the fund has Rs 1,000 as a minimum SIP investment and Rs 1,000 and a minimum lump sum investment. With a monthly investment of Rs 20,000, the fund has grown to Rs 38,51,000 in 7 years.
HDFC Flexi Cap Direct Plan
In 7 years, HDFC Flexi Cap Fund has given a 23.81 per cent annualised return. Its assets under management (AUM) are Rs 75,784 crore, while its net asset value (NAV) is Rs 2,193.55. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 17.35 per cent since its launch in January 2013.
With an expense ratio of 0.73 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. With a monthly investment of Rs 20,000 and a total investment of Rs 16.8 lakh in the following 7 years, the fund has grown to Rs 39,21,000 in 7 years.
JM Flexicap Fund Direct Plan
This JM Flexicap Fund has delivered a 23.42 per cent annualised return in 7 years. It has a fund size of Rs 5,917 crore and a unit price of Rs 113.05. Its benchmark is the BSE 500 TRI, and since its launch in January 2013, it has achieved an annualised return of 18.27 per cent.
With an expense ratio of 0.47 per cent, the fund’s minimum investment requirements are Rs 500 for SIPs and Rs 1,000 for lump sum. In 7 years, a Rs 20,000 monthly investment has grown to Rs 38,67,000.
Franklin India Flexi Cap Fund
This Franklin India Flexi Cap Fund has delivered a 21.56 per cent annualised return in 7 years. It has a fund size of Rs 18,679 crore and a unit price of Rs 1865.675. Its benchmark is the NIFTY 500 TRI, and since its launch in January 2013, it has achieved an annualised return of 17.3 per cent.
With an expense ratio of 0.9 per cent, the fund’s minimum investment requirements are Rs 500 for SIPs and Rs 1,000 for lump sum. In 7 years, a Rs 20,000 monthly investment has grown to Rs 36,20,000.