Best Flexi Cap Funds in 3 years: Top 5 schemes with up to 31% returns

Name: ICICI Prudential Retirement Fund – Pure Equity Plan
Value Research Fund Rating: *****
Net Assets: Rs 484.12 crore
3-Month Returns: 25.09%
6-Month Returns: 23.5%
1-Year Returns: 47.22%
3-Year Returns: 28.88%
5-Year Returns: —
Expense Ratio: 2.39%

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Name: HDFC Flexi Cap Fund
Value Research Fund Rating:
Net Assets: Rs 45,992.54 crore
3-Month Returns: 18.12%
6-Month Returns: 17.56%
1-Year Returns: 35.56%
3-Year Returns: 28.84%
5-Year Returns: 19.58%
Expense Ratio: 1.54%

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Name: JM Flexicap Fund
Value Research Fund Rating: *****
Net Assets: Rs 1,237.57 crore
3-Month Returns: 21.31%
6-Month Returns: 24.04%
1-Year Returns: 50.7%
3-Year Returns: 28.72%
5-Year Returns: 23.15%
Expense Ratio: 2.12%

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Name: HDFC Retirement Savings Fund Equity Plan
Value Research Fund Rating: *****
Net Assets: Rs 4,377.72 crore
3-Month Returns: 16.32%
6-Month Returns: 14.83%
1-Year Returns: 37.69%
3-Year Returns: 28.22%
5-Year Returns: 21.45%
Expense Ratio: 1.84%

Note:ET Wealth collaborates with Value Research to identify the top-performing funds across categories. ANNUALISED RETURNS IN % AS ON January 31, 2024.

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