The 5 oldest flexi-cap funds’ 5-year performance

How did the benchmark perform?

BSE 500 TRI delivered 16.9 per cent in the last five years

5. Taurus Flexi Cap

It delivered 5-year returns of 12.3%, It underperformed the benchmark in last 5 years, Value Research Rating: 1/5

4. UTI Flexi Cap

It delivered 5-year returns of 14.0%, It underperformed the benchmark in last 5 years, Value Research Rating: 1/5

3. LIC MF Flexi Cap

It delivered 5-year returns of 14.9%, It underperformed the benchmark in the last 5 years, Value Research Rating: 3/5

2. Franklin India Flexi Cap

It delivered 5-year returns of 18.7%, It is one of the funds that beat the benchmark in last 5 years, Value Research Rating: 4/5

1. HDFC Flexi Cap

It delivered 5-year returns of 19.3%, It is one of the funds that beat the benchmark in last 5 years, Value Research Rating: 4/5

Note

Returns as of March 20, 2024 and for direct plans. Flexi-cap funds as per Value Research classification.

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