Best Flexi Cap Funds in October 2025: HDFC Flexi Cap Fund, JM HDFC Flexi Cap and More Based on 5Y CAGR

A Flexi Cap fund is an open-ended equity mutual fund that gives fund managers the flexibility to invest across large-cap, mid-cap, and small-cap stocks without any restrictions.

 These funds must invest at least 65% of their portfolio in equities, while the rest can be diversified based on market conditions. This dynamic structure helps balance risks while aiming for strong long-term returns.

In this article, we highlight the best-performing Flexi Cap funds for October 2025, sorted by 5-year CAGR performance.

Best Flexi Cap Funds in October 2025 (Based on 5Y CAGR)

Note: The best Flexi Cap Funds in October 2025 are sorted by 5-year CAGR as of September 26, 2025.

Overview of Best Flexi Cap Funds in October 2025

1. HDFC Flexi Cap Fund

Launched in 1995, the HDFC Flexi Cap Fund invests in equities and equity-related instruments with the objective of capital appreciation. The fund is benchmarked against the NIFTY 500 TRI and maintains a diversified portfolio across sectors and market segments.

Key Metrics: 

• Expense Ratio: 0.70%
• 3Y CAGR: 24.13%

2. JM Flexicap Fund

The JM Flexicap Fund, introduced in 2008, invests across large-cap, mid-cap, and small-cap stocks depending on relative valuation. It adjusts portfolio weights based on opportunities in different market segments. The benchmark for this fund is the BSE 500 Index.

Key Metrics: 

• Expense Ratio: 0.55%
• 3Y CAGR: 24.31%

3. Quant Flexi Cap Fund

Launched in 2013, the Quant Flexi Cap Fund invests in companies across large-cap, mid-cap, and small-cap categories. The fund seeks to generate returns through a diversified approach and follows the NIFTY India Consumption TRI as its benchmark.

Key Metrics: 

• Expense Ratio: 0.66%
• 3Y CAGR: 17.34%

4. Bank of India Flexi Cap Fund

The Bank of India Flexi Cap Fund, launched in 2020, invests across companies of different market capitalizations. It aims for long-term capital appreciation and tracks the BSE 500 TRI as its benchmark.

Key Metrics: 

• Expense Ratio: 0.48%
• 3Y CAGR: 23.23%

5. Franklin India Flexi Cap Fund

The Franklin India Flexi Cap Fund was launched in 1994 and invests in equities, debt, and money market instruments. The fund focuses on companies across sectors and market caps and is benchmarked against the NIFTY 500 TRI.

Key Metrics: 

• Expense Ratio: 0.89%
• 3Y CAGR: 19.72%

Conclusion

Flexi Cap funds continue to offer investors a unique advantage of diversification across all market segments while adapting to changing economic conditions. In October 2025, the top performers HDFC, JM, Quant, Bank of India, and Franklin India stand out with the strongest 5-year CAGR.

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.