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ProfitGuruOnline since 2007

SEBI sub-category

Flexi Cap Fund funds

Funds

Regular plans only

Category 1Y avg

+12.83%

Category 5Y CAGR

+12.42%

Direct vs Regular

Direct Regular

5-Year return distribution

How the 30 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%) 11 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	BANK OF INDIA Flexi Cap Fund Regular Plan -Growth Bank of India	35.88	+5.79%	+20.36%	+16.36%	—	—	Q1	0.78	-24.0%
2	Parag Parikh Flexi Cap Fund - Regular Plan - Growth Parag Parikh	81.52	-0.78%	+14.42%	+14.52%	+18.54%	+16.88%	Q2	0.82	-11.2%
3	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss	37.21	+0.67%	+14.66%	+13.13%	+13.98%	—	Q2	0.52	-19.6%
4	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Motilal Oswal	57.16	-4.76%	+17.70%	+11.49%	+11.18%	+12.21%	Q2	0.70	-22.4%
5	Navi Flexi Cap Fund - Regular Plan - Growth Navi	23.51	+5.83%	+11.03%	+10.98%	+11.72%	—	Q2	0.35	-19.9%
6	DSP BlackRock Equity Fund - Regular Plan - Growth DSP BlackRock	98.20	-3.45%	+12.58%	+10.33%	+13.41%	+13.86%	Q3	0.47	-18.0%
7	Tata Flexi Cap Fund -Regular Plan-Growth Tata	22.98	-3.13%	+11.86%	+10.01%	+11.65%	—	Q3	0.47	-15.0%
8	Axis Flexi Cap Fund - Regular Plan - Growth Axis	25.93	-1.15%	+12.08%	+9.16%	+11.66%	—	Q3	0.45	-19.1%
9	PGIM India Flexi Cap Fund - Regular Plan - Growth Option PGIM India	34.83	-1.11%	+9.39%	+8.64%	+14.05%	+13.34%	Q4	0.27	-17.8%
10	Shriram Flexi Cap Fund - Regular Growth Shriram	19.16	-2.59%	+8.09%	+7.78%	+8.40%	—	Q4	0.17	-25.1%
11	DSP BlackRock Equity Fund - Regular Plan - Dividend DSP BlackRock	55.72	-11.46%	+3.49%	+1.02%	+2.90%	+1.07%	Q4	-0.09	-29.5%
12	360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH 360 ONE	15.00	+0.51%	+13.92%	—	—	—	—	—	—
13	Abakkus Flexi Cap Fund - Regular - Growth —	10.35	—	—	—	—	—	—	—	—
14	Bajaj Finserv Flexi Cap Fund -Regular Plan-Growth Bajaj Finserv	14.76	+3.65%	—	—	—	—	—	—	—
15	Baroda BNP Paribas Flexi Cap Fund - Regular Plan - Growth Option Baroda BNP Paribas	15.38	+0.28%	+13.72%	—	—	—	—	0.53	-20.8%
16	CAPITALMIND FLEXI CAP FUND REGULAR GROWTH —	9.85	—	—	—	—	—	—	—	—
17	Helios Flexi Cap Fund - Regular Plan - Growth Option Helios	14.61	+5.49%	—	—	—	—	—	—	—
18	Invesco India Flexi Cap Fund - Regular Plan - Growth Invesco	17.91	-2.57%	+16.85%	—	—	—	—	0.67	-19.6%
19	ITI Flexi Cap Fund- Regular Plan- Growth ITI	18.33	+4.65%	+17.91%	—	—	—	—	0.73	-22.0%
20	Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth Mahindra Manulife	15.31	-3.53%	+11.25%	—	—	—	—	0.36	-17.5%
21	Mirae Asset Flexi Cap Fund - Regular Plan - Growth Mirae Asset	15.49	+1.34%	+12.87%	—	—	—	—	0.46	-16.7%
22	Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option Nippon India	15.91	-1.84%	+12.13%	—	—	—	—	0.44	-20.2%
23	NJ Flexi Cap Fund - Regular Plan - Growth Option NJ	12.40	-5.13%	—	—	—	—	—	—	—
24	Old Bridge Flexi Cap Fund Regular Growth Old Bridge	10.61	—	—	—	—	—	—	—	—
25	Samco Flexi Cap Fund - Regular Plan - Growth Option Samco	9.72	-8.59%	-0.44%	—	—	—	—	-0.28	-31.6%
26	Sundaram Flexicap Fund Regular Growth Sundaram	13.88	-3.77%	+9.85%	—	—	—	—	0.31	-16.2%
27	THE WEALTH COMPANY FLEXI CAP FUND - REGULAR GROWTH —	9.73	—	—	—	—	—	—	—	—
28	TRUSTMF Flexi Cap Fund-Regular Plan- Growth —	11.30	+0.09%	—	—	—	—	—	—	—
29	Unifi Flexi Cap Fund - Regular Growth —	10.03	-0.79%	—	—	—	—	—	—	—
30	WhiteOak Capital Flexi Cap Fund Regular Plan-Growth WhiteOak Capital	16.93	+0.09%	+15.39%	—	—	—	—	0.59	-15.8%

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 30 active Flexi Cap Fund schemes (Regular plan, Growth option). The list updates daily after AMFI publishes new NAVs and SEBI re-classifies schemes. 1 of them sit in the top quartile by 5-year CAGR.

Over the last 5 years, the average Flexi Cap Fund (Regular plan) has returned 12.42% CAGR — that turns ₹1 lakh into roughly ₹179,558. Over the last 12 months the category averaged 12.83%. 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 **BANK OF INDIA Flexi Cap Fund Regular Plan -Growth** (Bank of India) with a CAGR of 16.36%. The category average is 12.42%. 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 **Navi Flexi Cap Fund - Regular Plan - Growth** (Navi) at 5.83%. 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 1.02% (worst) to 16.36% (best), with a median of 10.33%. That spread of about 15 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.