What are Flexi-Cap Funds?
Flexi-cap funds offer fund managers the flexibility to invest across market capitalizations without any restrictions. This allows them to capitalize on opportunities across large, mid, and small-cap segments.
Top 5 Performers of 2025
1. Parag Parikh Flexi Cap Fund
- 1-Year Return: 32.5%
- 3-Year CAGR: 24.8%
- AUM: Rs. 68,500 crore
- Expense Ratio: 0.77%
- Key Holdings: HDFC Bank, ITC, Google, Amazon
2. HDFC Flexi Cap Fund
- 1-Year Return: 28.7%
- 3-Year CAGR: 22.4%
- AUM: Rs. 55,200 crore
- Expense Ratio: 0.82%
- Key Holdings: ICICI Bank, Larsen and Toubro, SBI
3. Kotak Flexi Cap Fund
- 1-Year Return: 27.2%
- 3-Year CAGR: 21.8%
- AUM: Rs. 42,800 crore
- Expense Ratio: 0.72%
- Key Holdings: Axis Bank, Infosys, Maruti Suzuki
4. UTI Flexi Cap Fund
- 1-Year Return: 26.8%
- 3-Year CAGR: 20.9%
- AUM: Rs. 28,500 crore
- Expense Ratio: 0.85%
- Key Holdings: Reliance Industries, HDFC Ltd, HUL
5. Canara Robeco Flexi Cap Fund
- 1-Year Return: 25.4%
- 3-Year CAGR: 20.2%
- AUM: Rs. 16,200 crore
- Expense Ratio: 0.68%
- Key Holdings: Bajaj Finance, TCS, Asian Paints
Investment Considerations
While past performance is impressive, investors should consider their investment horizon, risk appetite, and financial goals before investing. SIP mode is recommended for long-term wealth creation.
Disclaimer
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing.
Disclaimer: This article is for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to buy or sell any securities. The views expressed are those of the author and do not represent the official position of Benzinga India. Readers should consult a SEBI-registered financial advisor before making any investment decisions. Benzinga India and its authors do not hold any positions in the securities mentioned in this article unless explicitly stated.
