Amid ongoing volatility in the stock market, concerns around mutual fund investments have grown among investors. Many retail investors have seen their portfolios remain under pressure since last year. Yet, even in this uncertain phase, a section of flexi-cap funds continues to stay in focus.
Flexi-cap mutual funds have gained popularity in recent years because of their flexibility. Unlike other equity funds, they do not have strict limits on investing in large-cap, mid-cap or small-cap stocks. This gives fund managers the freedom to move across market segments based on opportunities and risk conditions.
Because of this flexibility, several flexi-cap funds have managed to deliver strong returns despite market swings. By adjusting their exposure according to market trends, these funds have been able to cushion volatility and generate consistent performance over time.
This report highlights five such flexi-cap funds that have stood out. Each of these funds has delivered an average annual return of over 20 per cent over the past three years, making them noteworthy options for investors tracking long-term performance even in a challenging market environment.
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ICICI Prudential Retirement (Pure Equity): This mutual fund's compound annual growth rate (CAGR) is 23 percent over the last three years. This fund's assets under management (AUM) is Rs 1,642 crore. Its expense ratio is 2 percent.
ICICI Prudential Focused Equity: This mutual fund's CAGR over the last three years is 22 percent. This fund's AUM is Rs 14,569 crore and its expense ratio is 1.7 percent.
Motilal Oswal Flexi Cap: This mutual fund's CAGR over the last three years is 21 percent. This fund's AUM is Rs 13,862 crore, and its expense ratio is 1.7 percent.
HDFC Flexi Cap Fund: This mutual fund's CAGR over the last three years is 20.6 percent. This fund's AUM is Rs 96,295 crore and its expense ratio is 1.3 percent.
Parag Parikh Flexi Cap Fund: This mutual fund's CAGR over the last three years is 20.5 percent. This fund's AUM is Rs 1 lakh 33 thousand crore and its expense ratio is 1.3 percent.
{News Ei Samay does not provide investment advice anywhere. Investment in the stock market or any field is subject to risk. Proper study and expert advice is desirable before that. This news is published for educational and awareness purposes.}
