Best flexi cap funds in 3 years: Top 5 schemes with up to 31.4% returns

Name: HDFC Retirement Savings Fund Equity Plan
Value Research Rating: *****
Net Assets: Rs 4,036.24 crore
3-Month Return: 11.73%
6-Month Return: 17.63%
1-Year Return: 33.92%
3-Year Return: 25.98%
5-Year Return: 20.83%
Expense Ratio: 1.84%

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Name: ICICI Prudential Retirement Fund – Pure Equity Plan
Value Research Rating: *****
Net Assets: Rs 422.60 crore
3-Month Return: 16.84%
6-Month Return: 23.10%
1-Year Return: 38.98%
3-Year Return: 25.51%
5-Year Return: —
Expense Ratio: 2.39%

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Name: JM Flexicap Fund
Value Research Rating: ******
Net Assets: Rs 862.36 crore
3-Month Return: 14.51%
6-Month Return: 25.86%
1-Year Return: 42.60%
3-Year Return: 24.44%
5-Year Return: 21.74%
Expense Ratio: 2.12%

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Name: Franklin India Flexi Cap Fund
Value Research Rating: ****
Net Assets: Rs 12,801.72 crore
3-Month Return: 12.74%
6-Month Return: 22.57%
1-Year Return: 32.80%
3-Year Return: 22.73%
5-Year Return: 18.39%
Expense Ratio: 1.76%

ET Wealth collaborates with Value Research to identify the top-performing funds across categories.
Annualised returns % as on January 10, 2024.

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