Top-Performing Flexi Cap Funds
Here are some of the top-performing flexi cap funds with impressive returns:
- Quant Flexi Cap Fund: 28.47% annualised return in 5 years, AUM: Rs 7,011 crore, NAV: Rs 106.3874. A monthly investment of Rs 20,000 would have grown to Rs 26,60,762 in 5 years.
- HDFC Flexi Cap Fund: 28.41% annualised return in 5 years, AUM: Rs 83,690 crore, NAV: Rs 2198. A monthly investment of Rs 20,000 would have grown to Rs 26,55,918 in 5 years.
- Bank of India Flexi Cap Fund: 27.38% annualised return in 5 years, AUM: Rs 2,163 crore, NAV: Rs 37.01. A monthly investment of Rs 20,000 would have grown to Rs 25,74,358 in 5 years.
- Aditya Birla Sun Life Flexi Cap Fund: 21.26% annualised return in 5 years, AUM: Rs 23,527 crore, NAV: Rs 2011. A monthly investment of Rs 20,000 would have grown to Rs 21,46,367 in 5 years.
- Bandhan Flexi Cap: 20.12% annualised return in 5 years, AUM: Rs 7,559 crore, NAV: Rs 230. A monthly investment of Rs 20,000 would have grown to Rs 20,76,299 in 5 years.
Key Features of Quant Flexi Cap Fund
- Benchmarked against NIFTY 500 TRI
- Minimum investment: Rs 5,000, minimum SIP: Rs 1,000
- No lock-in period, exit load: 1% if redeemed within 15 days
- Fund managers: Sandeep Tandon, Ankit Pande, Lokesh Garg, and others
- Investment strategy: Dynamic asset allocation across large-cap, mid-cap, and small-cap stocks.
Recent Updates
Quant Flexi Cap Fund has delivered average annual returns of 18.93% since inception
Tata Mutual Fund has approved the merger of Tata Quant Fund into Tata Flexi Cap Fund, effective March 21, 2025.
