Top-Performing Flexi Cap Mutual Funds List 2024

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Top-Performing Flexi Cap Mutual Funds List 2024: Investors entering the intricate world of mutual fund investments often find themselves entangled in a web of considerations. From fund categories to the reputation of the fund house, every decision holds weight. However, a pivotal factor in this decision-making dance is the historical performance of the mutual fund scheme.

The Importance of Historical Returns

Despite the perennial caution from investment advisors that historical returns don’t guarantee future outcomes, their impact on investor sentiment cannot be overstated. A mutual fund flourishing in a bullish market, raking in substantial returns, tends to be seen as an attractive investment opportunity. Conversely, a scheme lagging behind benchmark index returns might linger on the sidelines of investor consideration.

Are you ready to learn about the benefits of Flexi Cap?

In the vast realm of mutual funds, flexi cap funds emerge as a versatile and dynamic option for investors. These funds offer unparalleled flexibility by allowing investors to navigate through market capitalizations, encompassing large, mid, and small-cap companies. According to the Securities and Exchange Board of India (SEBI) categorization, flexi cap funds allocate a minimum of 65 percent to equity and equity-related instruments.

Top-Performing Flexi Cap Mutual Funds

Delving into the realm of flexi cap funds, a meticulous analysis reveals a select group that has outshone others in delivering impressive returns over the past year. Let’s explore the top performers:

  1. JM Flexicap Fund
    • 1-year return: 42.06%
  2. Bank of India Flexi Cap Fund
    • 1-year return: 40.64%
  3. Parag Parikh Flexi Cap Fund
    • 1-year return: 37.36%
  4. Invesco India Flexi Cap Fund
    • 1-year return: 36.08%
  5. Motilal Oswal Flexi Cap Fund
    • 1-year return: 35.33%

The table showcases the cream of the crop, with these funds exhibiting returns exceeding an impressive 35 percent. Notably, Edelweiss Flexi Cap Fund stands slightly below the 35 percent mark with a respectable return of 30.82%.

Looking Beyond the Numbers

While the numbers paint a compelling picture, it is crucial to reiterate that past performance is not an infallible predictor of future returns. Several dynamic factors, including the state of the economy and the overall market direction, intricately shape the future trajectory of these schemes.

In conclusion, investors should approach this information with discernment and seek the guidance of a SEBI-registered investment advisor before making any investment decisions. This comprehensive analysis serves as a valuable starting point, shedding light on the top-performing flexi cap mutual funds and providing investors with insights to navigate the intricate world of mutual fund investments.

Investor Decision-Making Process

  • Considerations
    • Category of the Fund
    • Reputation of the Fund House
    • Historical Performance of Fund Managers
  • Past Performance
    • Bullish Market
    • Lagging Behind Benchmark
  • Flexi Cap Funds
    • Versatility
    • SEBI Categorization
      • Large, Mid, Small-Cap
  • Top-Performing Funds
    • JM Flexicap Fund
    • Bank of India Flexi Cap Fund
    • Parag Parikh Flexi Cap Fund
    • Invesco India Flexi Cap Fund
    • Motilal Oswal Flexi Cap Fund
    • Edelweiss Flexi Cap Fund
    • Returns > 35%
  • Future Predictions
    • Dynamic Factors
      • Economy
      • Market Direction
  • Investment Decision
    • SEBI-Registered Advisor

Note: This article is intended for informational purposes only, and readers are advised to consult a SEBI-registered investment advisor before making any investment decisions.

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