Best Flexi Cap Funds In August 2025: Parag Parikh, HDFC, Kotak and More Based on AUM

A Flexi Cap fund is an open-ended equity mutual fund that allows fund managers to invest across large-cap, mid-cap, and small-cap stocks without restrictions. With a minimum of 65% investment in equities, managers can shift allocations based on market trends and opportunities. This flexibility offers better diversification and helps manage risk while aiming for higher returns. In this article, we are going to learn about the best flexi cap funds in August 2025 based on AUM, 3-Year CAGR and 5-Year CAGR. 

Best Flexi Cap Funds In August 2025 - Based on AUM

Note: The best Flexi Cap Funds in August 2025 mentioned above have been sorted based on AUM as of July 28, 2025.

Overview of Best Flexi Cap Funds In August 2025

1. Parag Parikh Flexi Cap Fund

Parag Parikh Flexi Cap Fund has allocated 68.96% of its portfolio to Indian equities, with 52.95% in large-cap stocks, 2.39% in mid-cap stocks, and 3.77% in small-cap stocks. Additionally, 10.79% of the fund is invested in debt instruments, including 0.68% in government securities and 10.11% in low-risk debt.

Key Metrics: 

• NAV: ₹92.06
• 1-Month Returns: 0.08%
• 1-Year Returns: 10.97%
• CAGR: 20.02%

2. HDFC Flexi Cap Fund

HDFC Flexi Cap Fund has allocated 87% of its investments to domestic equities, with 59.25% in large-cap stocks, 2.59% in mid-cap stocks, and 4.33% in small-cap stocks. Additionally, it has a 0.66% exposure to debt instruments, entirely invested in government securities.

Key Metrics: 

• NAV: ₹2,159.53
• 1M Returns: 0.42%
• 1Y Returns: 8.34%
• CAGR: 17.21%

3. Kotak Flexi Cap Fund

Kotak Flexi Cap Fund has allocated 98.12% of its investments to domestic equities. Within this, 54.37% is invested in large-cap stocks, 27.4% in mid-cap stocks, and 6.43% in small-cap stocks.

Key Metrics: 

• 1-Month Returns: 0.60%
• 1-Year Returns: 4.84%
• CAGR (Compounded Annual Growth Rate): 16.94%

4. UTI Flexi Cap Fund

UTI Flexi Cap Fund has allocated 96.13% of its portfolio to domestic equities, with 32.14% in large-cap stocks, 15.3% in mid-cap stocks, and 6.57% in small-cap stocks. Additionally, it holds 0.2% in debt instruments, entirely invested in government securities.

Key Metrics: 

• NAV: ₹348.46
• 1M Returns: 0.54%
• 1Y Returns: 6.32%
• CAGR: 14.53%

5. Aditya Birla SL Flexi Cap Fund

Aditya Birla SL Flexi Cap Fund has invested 98.09% of its assets in Indian stocks, with 56.43% allocated to large-cap companies, 15.69% to mid-cap stocks, and 8.15% to small-cap stocks.

Key Metrics: 

• NAV: ₹1,984.41
• 1M Returns: 1.35%
• 1Y Returns: 5.35%
• CAGR: 16.91%

Read More: Best Pharma Sector Funds In August 2025: ICICI Pru, SBI, DSP - Based on AUM!

Best Flexi Cap Funds In August 2025 - Based on 3-Year CAGR

Note: The best Flexi Cap Funds in August 2025 mentioned above have been sorted based on 3-Year CAGR as of July 28, 2025.

Best Flexi Cap Funds In August 2025 - Based on 5-Year CAGR

Note: The best Flexi Cap Funds in August 2025 mentioned above have been sorted based on 3-Year CAGR as of July 28, 2025.

Conclusion

Flexi Cap mutual funds offer investors a versatile and well-diversified investment option, allowing fund managers to shift between large, mid, and small-cap stocks based on market trends. In August 2025, HDFC Flexi Cap Fund stands out with the highest 5-year CAGR of 29.22%, while Parag Parikh Flexi Cap Fund leads in AUM, reflecting investor confidence. 

Flexi Cap funds are ideal for long-term investors with a moderate to high-risk appetite who want a dynamic, market-responsive equity investment.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.