
Flexi cap funds offer investors the flexibility to invest across market capitalisations, providing a balanced approach to equity investments.
Here, we examine the top 5 flexi cap funds based on their 5-year returns, highlighting their performance metrics and fund details.
| Funds | AUM (in ₹ crore) | Expense Ratio (%) | NAV | 1 yr Return (%) | 3 yrs Return (%) | 5 yrs Return (%) | PE Ratio |
| ICICI Prudential Retirement Fund-Pure Equity Plan(G) | 1923.8 | 2.09 | 34.9 | 9.62 | 22.26 | 21.38 | - |
| HDFC Flexi Cap Fund(G) | 101822 | 1.27 | 2000.15 | 2.45 | 17.37 | 17.87 | 23.68 |
| Bank of India Flexi Cap Fund-Reg(G) | 2459.9 | 1.66 | 37.17 | 9.5 | 20.87 | 16.87 | 23.06 |
| JM Flexicap Fund-Reg(G) | 5068.7 | 2.58 | 96.61 | 0.15 | 16.12 | 16.64 | 21.07 |
| Parag Parikh Flexi Cap Fund-Reg(G) | 141447 | 1.27 | 82.24 | -1.15 | 14.5 | 14.38 | 16.39 |
Note: The above data is as of June 19, 2026.
ICICI Pru Retirement Fund-Pure Equity Plan (G) is managed by Sanket Gaidhani. This open-ended fund was launched on February 27, 2019. With an AUM of ₹1,923.8 crore and an expense ratio of 2.09%, it tracks the NIFTY 500 - TRI. Over 5 years, it has delivered a return of 21.38%. The fund's portfolio includes 49 stocks, with a large-cap allocation of 49.33%.
HDFC Flexi Cap Fund (G) was launched on January 1, 1995, and managed by Amit Ganatra, this fund has an AUM of ₹1,01,821.8 crore and an expense ratio of 1.27%. It also tracks the NIFTY 500 - TRI. The fund has achieved a 5-year return of 17.87%, with a large-cap allocation of 73.33% across 67 stocks.
Bank of India Flexi Cap Fund-Reg (G) is managed by Alok Singh, this fund was introduced on June 29, 2020. It has an AUM of ₹2,459.9 crore and an expense ratio of 1.66%. Tracking the BSE 500 - TRI, it has provided a 5-year return of 16.87%. The fund's portfolio consists of 66 stocks, with a large-cap allocation of 50.32%.
JM Flexicap Fund-Reg(G) was launched on September 23, 2008, and managed by Satish Ramanathan, this fund has an AUM of ₹5,068.7 crore and an expense ratio of 2.58%. It tracks the BSE 500 - TRI and has achieved a 5-year return of 16.39%. The fund holds 83 stocks, with a large-cap allocation of 58.12%.
Parag Parikh Flexi Cap Fund-Reg (G) is managed by Rajeev Thakkar. This fund was launched on May 24, 2013. With an AUM of ₹1,41,446.7 crore and an expense ratio of 1.27%, it tracks the NIFTY 500 - TRI. The fund has delivered a 5-year return of 14.38%, with a large-cap allocation of 62.87% across 53 stocks.
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The top 5 flexi cap funds have shown varied 5-year returns, with ICICI Pru Retirement Fund leading at 21.38% and Parag Parikh Flexi Cap Fund at 14.38%. These funds offer diverse market cap allocations and track different indices.
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Disclaimer: This blog has been written exclusively for educational purposes. The securities or companies mentioned are only examples and not recommendations. This does not constitute a personal recommendation or 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.
Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.
Published on: Jun 20, 2026, 11:41 AM IST

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