HDFC Flexi Cap Direct Plan-Growth
In 5 years, the HDFC flexi cap fund has given a 24.55 per cent annualised return. Its assets under management (AUM) are Rs 79,585 crore, while its net asset value (NAV) is Rs 2156.629 as of July 29, 2025. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 17.07 per cent since its launch in January 2013.
With an expense ratio of 0.72 per cent, the fund has Rs 500 as a minimum SIP investment and Rs 1,000 as a minimum lump sum investment. With a monthly investment of 25,000, the fund has grown to Rs 27,80,000 in 5 years.
Bank of India Flexi Cap Fund Direct-Growth
This Bank of India Flexi Cap has delivered a 22.83 per cent annualised return in 5 years. It has a fund size of Rs 2,209 crore and a unit price of Rs 37.07 as of July 29, 2025. Its benchmark is the BSE 500 TRI, and since its launch in June 2020, it has achieved an annualised return of 29.31 per cent.
With an expense ratio of 0.54 per cent, the fund’s minimum investment requirements are Rs 1,000 for SIPs and Rs 5,000 for lump sum. In 5 years, a Rs 25,000 monthly investment has grown to Rs 26,68,000.
JM Flexicap Fund Direct Plan-Growth
This JM Flexicap Fund has delivered a 22.76 per cent annualised return in 5 years. It has a fund size of Rs 6,144 crore and a unit price of Rs 109.64 as of July 29, 2025. Its benchmark is the BSE 500 TRI, and since its launch in January 2013, it has achieved an annualised return of 17.86 per cent.
With an expense ratio of 0.49 per cent, the fund’s minimum investment requirements are Rs 500 for SIPs and Rs 1,000 for lump sum. In 5 years, a Rs 25,000 monthly investment has grown to Rs 26,64,000.
Also Read: SIP vs PPF with Rs 90,000/year investment: Which can generate a larger corpus in 32 years?