SEBI sub-category

Flexi Cap Fund funds

Funds

Direct plans only

Category 1Y avg

+18.02%

Category 5Y CAGR

+14.07%

Direct vs Regular

Direct Regular

5-Year return distribution

How the 45 Flexi Cap Fund funds spread across return buckets. Taller bars = more funds in that band.

Risk vs Return — Flexi Cap Fund

Each dot is a fund. Up-and-left = high return for low risk (the sweet spot). Down-and-right = under-performing with high volatility. Colour = 5-year peer quartile.

Q1 (top 25%) Q2 Q3 Q4 (bottom 25%) 27 funds plotted

All Flexi Cap Fund funds

Sort by: 1Y 3Y 5Y 7Y 10Y

#	Scheme	NAV	1Y	3Y	5Y	7Y	10Y	Peer Q (5Y)	Sharpe	Max DD
1	HDFC Flexi Cap Fund - Growth Option - Direct Plan HDFC	2,248.74	+3.37%	+17.57%	+18.68%	+18.12%	+16.40%	Q1	0.89	-13.3%
2	JM Flexicap Fund (Direct) - Growth Option —	113.01	+0.58%	+16.83%	+17.99%	+19.00%	+17.17%	Q1	0.66	-22.6%
3	BANK OF INDIA Flexi Cap Fund Direct Plan -Growth Bank of India	41.42	+8.86%	+22.04%	+17.59%	—	—	Q1	0.87	-23.7%
4	quant Flexi Cap Fund - Growth Option-Direct Plan Quant	122.20	+10.39%	+18.40%	+16.27%	+24.61%	+20.31%	Q1	0.72	-24.7%
5	ICICI Prudential Flexicap Fund - Direct Plan - Growth ICICI Prudential	21.12	+7.65%	+16.75%	+16.13%	—	—	Q2	0.69	-19.7%
6	Edelweiss Flexi Cap Fund - Direct Plan - Growth Option Edelweiss	45.51	+3.20%	+15.92%	+14.70%	+17.26%	—	Q2	0.68	-19.0%
7	HSBC Flexi Cap Fund - Direct Growth HSBC	254.01	+2.63%	+16.46%	+14.50%	+16.63%	+13.66%	Q2	0.65	-20.5%
8	Franklin India Flexi Cap Fund - Direct - Growth Franklin India	1,808.67	-1.58%	+14.26%	+14.44%	+16.96%	+13.92%	Q2	0.60	-16.4%
9	Parag Parikh Flexi Cap Fund - Direct Plan - Growth Parag Parikh	91.46	-0.95%	+14.54%	+13.72%	+19.87%	+17.68%	Q2	0.85	-11.0%
10	Navi Flexi Cap Fund - Direct Plan - Growth Navi	28.77	+9.36%	+12.55%	+13.43%	+15.28%	—	Q2	0.48	-19.3%
11	Motilal Oswal Flexi cap Fund Direct Plan-Growth Option Motilal Oswal	67.69	-2.65%	+19.19%	+13.42%	+14.26%	+13.47%	Q2	0.73	-21.5%
12	Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan Aditya Birla Sun Life	2,165.06	+7.64%	+16.12%	+13.40%	+16.41%	+14.92%	Q2	0.74	-17.0%
13	Kotak Flexicap Fund - Growth - Direct Kotak	97.65	+1.00%	+13.76%	+12.80%	+14.81%	+14.23%	Q3	0.56	-16.3%
14	Union Flexi Cap Fund - Direct Plan - Growth Option Union	58.73	+2.12%	+12.69%	+12.38%	+16.66%	+13.92%	Q3	0.49	-17.3%
15	Nippon India Flexi Cap Fund - Direct Plan - Growth Plan - Growth Option Nippon India	17.95	+1.62%	+13.11%	+12.21%	—	—	Q3	0.49	-19.8%
16	CANARA ROBECO FLEXICAP FUND - DIRECT PLAN - GROWTH OPTION Canara Robeco	387.94	+0.92%	+12.61%	+12.08%	+16.04%	+15.10%	Q3	0.50	-17.5%
17	BANDHAN Flexi Cap Fund-Direct Plan-Growth Bandhan	232.83	+1.43%	+13.13%	+11.99%	+14.02%	+11.65%	Q3	0.56	-16.9%
18	DSP Flexi Cap Fund - Direct Plan - Growth DSP	116.87	+1.07%	+13.67%	+11.82%	+16.58%	+14.91%	Q3	0.54	-17.6%
19	Tata Flexi Cap Fund-Direct Plan-Growth Tata	26.93	-1.96%	+12.84%	+11.81%	+14.59%	—	Q3	0.53	-14.6%
20	LIC MF Flexi Cap Fund-Direct Plan-Growth LIC	115.25	+4.86%	+12.62%	+11.75%	+13.23%	+10.98%	Q3	0.41	-23.2%
21	Mahindra Manulife Flexi Cap Fund - Direct Plan -Growth Mahindra Manulife	17.34	-1.32%	+11.92%	+11.62%	—	—	Q4	0.43	-16.9%
22	Axis Flexi Cap Fund - Direct Plan - Growth Axis	30.72	+3.23%	+13.61%	+11.05%	+14.58%	—	Q4	0.52	-18.8%
23	Taurus Flexi Cap Fund - Direct Plan - Growth Taurus	239.24	+0.67%	+12.10%	+10.66%	+11.44%	+9.72%	Q4	0.45	-20.9%
24	PGIM India Flexi Cap Fund - Direct Plan - Growth Option PGIM India	43.28	+1.50%	+10.61%	+10.13%	+17.75%	+15.20%	Q4	0.35	-17.3%
25	Shriram Flexi Cap Fund - Direct Growth Shriram	22.83	-0.94%	+9.26%	+10.01%	+11.83%	—	Q4	0.23	-23.9%
26	SBI Flexicap Fund - DIRECT PLAN - Growth Option SBI	121.43	-0.16%	+9.36%	+9.93%	+13.13%	+12.70%	Q4	0.27	-16.0%
27	UTI - Flexi Cap Fund-Growth Option - Direct UTI	343.50	-1.94%	+8.81%	+6.92%	+13.78%	+12.25%	Q4	0.21	-20.1%
28	360 ONE FLEXICAP FUND-DIRECT PLAN- GROWTH 360 ONE	16.57	+5.39%	+17.97%	—	—	—	—	0.75	-18.1%
29	Abakkus Flexi Cap Fund - Direct - Growth —	11.10	—	—	—	—	—	—	—	—
30	Bajaj Finserv Flexi Cap Fund-Direct Plan-Growth Bajaj Finserv	16.24	+6.14%	+17.49%	—	—	—	—	—	—
31	Baroda BNP Paribas Flexi Cap Fund - Direct Plan - Growth Option Baroda BNP Paribas	16.80	+2.13%	+14.10%	—	—	—	—	0.54	-20.4%
32	CAPITALMIND FLEXI CAP FUND DIRECT GROWTH —	10.07	+1.70%	—	—	—	—	—	—	—
33	Helios Flexi Cap Fund - Direct Plan - Growth Option Helios	16.15	+8.46%	—	—	—	—	—	—	—
34	Invesco India Flexi Cap Fund - Direct Plan - Growth Invesco	20.62	+1.88%	+19.44%	—	—	—	—	0.78	-19.4%
35	ITI Flexi Cap Fund- Direct Plan- Growth ITI	20.61	+9.35%	+20.08%	—	—	—	—	0.84	-21.4%
36	JioBlackRock Flexi Cap Fund - Direct Plan - Growth Option —	9.98	—	—	—	—	—	—	—	—
37	Mirae Asset Flexi Cap Fund - Direct Plan - Growth Mirae Asset	17.00	+3.39%	+13.65%	—	—	—	—	0.57	-16.1%
38	NJ Flexi Cap Fund - Direct Plan - Growth Option NJ	13.58	-3.96%	+10.55%	—	—	—	—	—	—
39	Old Bridge Flexi Cap Fund Direct Growth Old Bridge	11.04	—	—	—	—	—	—	—	—
40	Samco Flexi Cap Fund - Direct Plan - Growth Option Samco	10.31	-9.00%	-1.23%	—	—	—	—	-0.34	-30.2%
41	Sundaram Flexicap Fund Direct Growth Sundaram	15.31	-1.99%	+10.81%	—	—	—	—	0.37	-15.7%
42	THE WEALTH COMPANY FLEXI CAP FUND - DIRECT GROWTH —	10.17	—	—	—	—	—	—	—	—
43	TRUSTMF Flexi Cap Fund-Direct Plan- Growth —	12.20	+4.90%	—	—	—	—	—	—	—
44	Unifi Flexi Cap Fund - Direct Growth —	10.65	+3.32%	—	—	—	—	—	—	—
45	WhiteOak Capital Flexi Cap Fund Direct Plan-Growth WhiteOak Capital	19.02	+4.37%	+16.63%	—	—	—	—	0.74	-15.6%

Direct plans typically outperform Regular plans by around 50 basis points per year because they carry no distributor commission. The "Peer Q (5Y)" column shows the fund's quartile within this category over the 5-year window: Q1 = top 25%.

Frequently asked questions

Generated from this category's live aggregates — average returns, fund counts, quartile spreads. Updated daily.

Flexi Cap Funds invest at least 65% in equity but can move freely across large, mid and small cap. The manager has full discretion to tilt — strong managers add value here, weak ones drift to the index.

We currently track 45 active Flexi Cap Fund schemes (Direct plan, Growth option). The list updates daily after AMFI publishes new NAVs and SEBI re-classifies schemes. 4 of them sit in the top quartile by 5-year CAGR.

Over the last 5 years, the average Flexi Cap Fund (Direct plan) has returned 14.07% CAGR — that turns ₹1 lakh into roughly ₹193,154. Over the last 12 months the category averaged 18.02%. Top-quartile funds in this category typically beat the average by 3-6 percentage points per year — fund selection within a category matters more than the category choice itself.

Over the trailing 5-year window, the highest-returning Flexi Cap Fund in our database is **HDFC Flexi Cap Fund - Growth Option - Direct Plan** (HDFC) with a CAGR of 18.68%. The category average is 14.07%. Past performance is no guarantee of future returns — top-quartile funds in one window often slip in the next.

The best 1-year return in the Flexi Cap Fund category right now is **quant Flexi Cap Fund - Growth Option-Direct Plan** (Quant) at 10.39%. 1-year numbers are noisy and shouldn't be the sole basis for picking — cross-check rolling returns and 5-year CAGR before deciding.

Across all Flexi Cap Fund schemes with 5 years of history, the 5-year CAGR ranges from 6.92% (worst) to 18.68% (best), with a median of 12.38%. That spread of about 12 percentage points between top and bottom is a useful gauge of how much fund selection matters in this category.

On ProfitGuruOnline you can browse either Flexi Cap Fund Direct plans (lower expense ratio, no broker commission baked in) or Regular plans (sold through distributors). Use the filter on the category page. Direct typically outperforms Regular by 0.5-1% per year in the same scheme — meaningful over 10+ years.

Flexi Cap Fund is classified as an Equity scheme. Held for 12 months or more: 12.5% LTCG on gains exceeding ₹1.25 lakh per FY per PAN. Held for under 12 months: 20% STCG. Rates updated by Budget 2024.

Yes. Equity categories like Flexi Cap Fund are well-suited to SIP because the monthly drip averages out entry timing — you buy more units when NAVs are low. Over 7+ year horizons, SIP XIRRs typically end up within 1-2 pp of lump-sum, but with much less stress.

Flexi Cap Fund schemes suit 5+ year horizons. Equity drawdowns of 25-40% are normal in a bad year; the long horizon lets you ride them out.

Moderate-to-high equity risk. Expect 20-30% drawdowns in normal corrections, 40%+ in severe bear markets like 2008 and 2020.

Two or three schemes from different AMCs is usually enough for a single category. Beyond that you'd be re-creating the category average minus your selection cost. Focus on consistency (% of rolling-return windows that ended positive) over chasing top performers — top quartile rarely repeats.

Quarterly is plenty for monitoring NAVs and aggregate gain; annually (or after major regulatory changes like Budget 2024) is the right cadence for re-evaluating against alternatives. Don't churn based on 1-month or even 1-year underperformance — equity funds need 3-5 year horizons to fairly judge.

We rank funds within each category by point-to-point CAGR over the chosen window (1Y, 3Y, 5Y, 7Y, 10Y, since inception), then assign quartile and decile bands so any fund's standing relative to peers is one click away. Numbers are recomputed nightly after AMFI's NAV publish.

Daily NAVs are pulled directly from AMFI's published feed. Category classification uses SEBI's October-2017 mutual-fund categorisation circular. We compute returns, rolling-window stats, SIP backtests, drawdowns and Sharpe ratios in-house — no third-party feeds, no hidden adjustments.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.