Flexi cap funds have emerged as a popular choice among investors looking for diversified investment options within the mutual fund space. Flexi cap funds have become a preferred choice for retail investors, in particular, as most funds under this category have delivered amazing returns across time horizons. If we see the Amfi’s December data, 79.49% flexi cap schemes outperformed the benchmark in December 2024. At present, there are around 44 flexi cap funds offered by mutual fund houses.
In this write-up, we will analyse two top-performing flexi cap funds — Quant Flexi Cap Fund (Regular) and Parag Parikh Flexi Cap Fund (Regular). Here, we will be comparing their performance over 1-year, 5-year and 10-year periods. These funds have consistently ranked as the top two performers based on their long-term returns.
Notably, Parag Parikh Flexi Cap Fund has also delivered strong returns over the past one year. In contrast, Quant Flexi Cap Fund has posted a negative return over the same period.
Also read: These midcap funds delivered amazing returns! But are they right for you?
Let’s take a closer look at their 1-year, 5-year and 10-year performances, along with key details for comparison.
Quant Flexi Cap Fund Regular
1-year return on lump sum: -2.39%
1-year SIP return: -15.96%
5-year annualised return on lump sum investment: 30.19%
5-year SIP return: 24.84%
10-year annualised return on lump sum investment: 18.05%
10-year SIP return: 21.13%
Launch date: 15 October 2008
Return since launch: 14.60%
Benchmark: NIFTY 500 TRI
Assets under management (AUM): Rs 7,185 crore
Expense Ratio: 1.80%
Riskometer: Very High
Quant Flexi Cap Fund top holdings:
In Quant Flexi Cap Fund, Reliance Industries holds the highest weight at 9.27%, followed by ITC at 9.05%. Bajaj Finance accounts for 6.64%. Samvardhana Motherson and Adani Power have allocations of 5.95% and 5.53%, respectively. Other key holdings include LIC (4.48%), Swan Energy (4.22%), Jio Financial (4.09%), and Aurobindo Pharma (3.89%).
Parag Parikh Flexi Cap Fund Regular
1-year return on lump sum investment: 18.44%
1-year SIP return: 13.81%
5-year annualised returns on lump sum investment: 23.73%
5-year SIP returns: 23.43%
10-year annualised returns on lump sum investment: 17.55%
10-year SIP returns: 20.13%
Launch date: 24 May 2013
Returns since launch: 19.52%
Benchmark: NIFTY 500 TRI
Assets under management (AUM): Rs 87,539 crore
Expense Ratio: 1.33%
Riskometer: Very High
Top holdings of Parag Parikh Flexi Cap Fund:
HDFC Bank holds the highest allocation at 8.04%,
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