These 5 flexi-cap funds tripled investor money in just 5 yrs

Summary: Flexi-cap funds are often seen as the steady dal-chawal of your portfolio, but many of them have turned into biryani, satisfying, and, in some cases, money-spinning. So, let’s take a closer look at the five flexi-cap funds that tripled investor wealth in just five years and their star ratings.

Flexi-cap funds have emerged as the most popular equity mutual fund category in India — and rightly so. In just the first quarter of this financial year (April to June), they attracted over Rs 15,000 crore in net inflows, outpacing even the small-cap category.

Why the surge in interest? Because flexi-cap funds offer a balanced, go-anywhere approach. They invest across large-, mid- and small-cap stocks without any fixed allocation limits. This flexibility allows fund managers to tilt portfolios toward segments offering better value and steer clear of overheated or risky pockets — making them a smart core holding for most investors.

That’s why, at Value Research, we consistently recommend flexi-cap schemes to be the core of your portfolio. Once your base is in place, you can add other categories like small- or mid-cap funds to spice things up.

But what if the core itself spices up your returns column? What if your everyday staple turns out to be the star dish?

5 flexi-cap funds that tripled your money in five years

Let’s do some quick math.

To triple your investment in five years, a fund must deliver an annualised return of at least 24.57 per cent.

And guess what, five flexi-cap funds have managed to beat that mark over the last five years (as of August 2025):

To put it simply, if you had invested Rs 1 lakh in any of these five funds five years ago, it would be worth over Rs 3 lakh today.

And what about Parag Parikh Flexi Cap Fund, often considered the poster child of flexi-cap funds? It came tantalisingly close, delivering 24.21 per cent, just a whisker short of our 24.57 per cent benchmark.

What are the ratings of these five flexi-cap funds?

Here’s how these outperformers stack up on Value Research Ratings — our rigorous, risk-adjusted performance measure:

While these ratings give you a sense of consistency and risk-return balance, they’re not an ‘Invest Now’ signal. Use them as a filter, not a final decision.

Are these funds a part of our recommendation list?

At Value Research Fund Advisor, we go beyond raw numbers. Our recommendations consider consistency, portfolio quality, valuation comfort, fund house processes and how a scheme fits into your overall asset allocation.

So, are any of these five funds part of our recommended portfolios?

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Also read: ₹10K SIP to ₹21L+ in 10 yrs with 5 balanced advantage funds