Best Flexi Cap Funds in November 2025: HDFC Flexi Cap, Quant, and More Based on 5-Year CAGR

A Flexi Cap Fund is an open-ended equity mutual fund that provides fund managers with the flexibility to invest across large-cap, mid-cap, and small-cap stocks without fixed allocation limits.

This flexibility allows the fund to dynamically adjust to changing market conditions, balancing risk and growth potential.

As per the latest data, here are the best Flexi Cap funds in November 2025, ranked by their 5-year CAGR performance.

Best Flexi Cap Funds in November 2025 (Based on 5-Year CAGR)

Note: Rankings are based on 5-year CAGR as of October 23, 2025.

Overview of Top Flexi Cap Funds

1. HDFC Flexi Cap Fund

Launched in 1995, this fund invests across sectors and market caps, aiming for long-term capital appreciation. It is benchmarked against the NIFTY 500 TRI.

Key Metrics:

• Expense Ratio: 0.70%
• 3Y CAGR: 24.28%

2. Quant Flexi Cap Fund

This fund takes a data-driven approach to invest across large-, mid-, and small-cap companies.

Key Metrics:

• Expense Ratio: 0.66%
• 3Y CAGR: 18.70%

3. JM Flexicap Fund

The JM Flexicap Fund actively rebalances its portfolio across market caps based on relative valuations.

Key Metrics:

• Expense Ratio: 0.54%
• 3Y CAGR: 24.76%

4. Bank of India Flexi Cap Fund

Launched in 2020, this fund focuses on capturing growth across all sectors while maintaining a conservative risk profile.

Key Metrics:

• Expense Ratio: 0.47%
• 3Y CAGR: 24.06%

5. Franklin India Flexi Cap Fund

One of the oldest and funds, it balances exposure across market segments and is known for its stable, long-term performance.

Key Metrics:

• Expense Ratio: 0.89%
• 3Y CAGR: 20.05%

Conclusion

Flexi Cap Funds continue to remain a preferred choice for long-term investors, thanks to their ability to diversify dynamically across market segments. As of November 2025, HDFC Flexi Cap, Quant Flexi Cap, and JM Flexicap Fund lead the pack with the highest 5-year CAGR returns.

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.

Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing