Flexi Cap Mutual Funds
All 59 flexi cap funds, Direct Growth plans, compared on returns, risk and cost. NAV as of 7 Oct 2026.
Category average
+11.7%
3 years, a year
Category average
+10.4%
5 years, a year
Category average
15.7%
Volatility, 3 years
Category average
1.27%
Expense ratio
Against the NIFTY 500 Index: 17 of 28 funds with at least 5 calendar years of history returned more than the index in at least half of the years from 2017 to 2026. The 2026 figure is year to date.
Flexi Cap funds compared
| Fund | 1Y | 3Y a year | 5Y a year | Volatility 3Y | Worst fall 5Y | Years ahead of index | Expense | Fund size |
|---|---|---|---|---|---|---|---|---|
| +9.5% | +18.7% | +16.0% | 18.5% | -23.7% | 4 of 6 | 0.86% | ₹2,953 Cr | |
| -2.2% | +14.9% | +15.7% | 13.4% | -13.3% | 6 of 10 | 0.77% | ₹1,13,606 Cr | |
| +0.4% | +13.9% | +14.6% | 17.1% | -22.6% | 7 of 10 | 1.07% | ₹5,291 Cr | |
| +1.8% | +15.2% | +14.0% | 15.9% | -19.7% | 5 of 5 | 0.87% | ₹25,895 Cr | |
| +8.3% | +14.6% | +13.2% | 19.2% | -24.7% | 7 of 10 | 1.05% | ₹7,364 Cr | |
| +2.4% | +18.0% | +12.8% | 17.7% | -21.5% | 4 of 10 | 1.32% | ₹14,160 Cr | |
| +4.3% | +15.3% | +12.3% | 17.3% | -22.7% | 5 of 10 | 1.31% | ₹6,000 Cr | |
| -1.6% | +13.5% | +11.9% | 15.8% | -19.0% | 5 of 10 | 0.79% | ₹3,722 Cr | |
| -4.3% | +12.4% | +11.3% | 10.0% | -17.9% | 7 of 10 | 0.69% | ₹1,47,405 Cr | |
| +5.8% | +14.4% | +11.0% | 14.9% | -20.0% | 5 of 10 | 0.88% | ₹29,044 Cr | |
| +8.5% | +11.3% | +11.0% | 15.6% | -19.3% | 3 of 8 | 0.71% | ₹297 Cr | |
| -3.6% | +9.3% | +10.5% | 14.6% | -17.2% | 3 of 5 | 1.00% | ₹1,590 Cr | |
| +8.6% | +11.7% | +10.3% | 16.0% | -20.9% | 4 of 10 | 2.70% | ₹382 Cr | |
| -6.6% | +9.6% | +10.2% | 14.5% | -17.7% | 4 of 10 | 1.00% | ₹19,385 Cr | |
| -2.2% | +9.4% | +10.0% | 15.8% | -19.8% | 2 of 5 | 0.65% | ₹9,822 Cr | |
| -3.7% | +10.6% | +10.0% | 15.1% | -17.8% | 5 of 10 | 0.66% | ₹56,392 Cr | |
| +0.3% | +10.7% | +9.8% | 15.0% | -18.9% | 6 of 10 | 1.57% | ₹2,452 Cr | |
| -2.8% | +9.8% | +9.3% | 14.0% | -20.6% | 3 of 10 | 1.52% | ₹7,508 Cr | |
| +0.1% | +10.0% | +9.2% | 16.8% | -23.2% | 4 of 10 | 1.95% | ₹1,125 Cr | |
| -3.1% | +9.8% | +9.0% | 15.6% | -22.9% | 6 of 10 | 0.85% | ₹12,500 Cr | |
| -4.2% | +10.6% | +8.5% | 14.8% | -19.0% | 7 of 10 | 0.68% | ₹13,679 Cr | |
| +3.4% | +13.0% | +8.4% | 15.7% | -22.8% | 5 of 9 | 0.85% | ₹13,943 Cr | |
| -4.9% | +8.6% | +7.9% | 15.3% | -18.7% | 0 of 5 | 0.20% | ₹224 Cr | |
| -7.4% | +8.6% | +7.7% | 13.8% | -18.1% | 3 of 8 | 0.86% | ₹3,663 Cr | |
| -3.3% | +8.0% | +7.6% | 13.6% | -16.6% | 3 of 10 | 1.27% | ₹23,235 Cr | |
| -1.8% | +10.0% | +7.2% | 14.7% | -22.6% | 6 of 10 | 0.84% | ₹5,963 Cr | |
| -4.8% | +6.3% | +6.8% | 17.0% | -23.9% | 2 of 8 | 1.06% | ₹131 Cr | |
| -3.8% | +7.4% | +3.9% | 15.1% | -25.6% | 5 of 10 | 1.05% | ₹24,163 Cr | |
| +11.7% | +18.6% | N/A | 17.3% | N/A | 2 of 3 | 0.92% | ₹1,588 Cr | |
| +9.1% | +17.3% | N/A | 15.7% | N/A | 2 of 3 | 0.96% | ₹2,250 Cr | |
| -0.7% | +16.5% | N/A | 17.7% | N/A | 3 of 4 | 0.78% | ₹5,709 Cr | |
| +4.0% | +15.9% | N/A | 15.4% | N/A | 3 of 3 | 0.99% | ₹8,655 Cr | |
| +1.8% | +13.8% | N/A | 14.7% | N/A | 3 of 4 | 0.84% | ₹9,595 Cr | |
| +0.9% | +11.7% | N/A | 14.4% | N/A | 2 of 3 | 0.69% | ₹4,506 Cr | |
| -0.4% | +11.5% | N/A | 16.1% | N/A | 3 of 4 | 1.35% | ₹1,272 Cr | |
| -5.3% | +9.1% | N/A | 17.0% | N/A | 0 of 3 | 0.92% | ₹2,697 Cr | |
| -6.4% | +8.0% | N/A | 14.5% | N/A | 2 of 4 | 0.85% | ₹1,963 Cr | |
| -6.2% | -3.7% | N/A | 19.3% | N/A | 1 of 4 | 1.81% | ₹262 Cr | |
| +7.2% | N/A | N/A | N/A | N/A | 1 of 2 | 1.83% | ₹1,042 Cr | |
| +5.0% | N/A | N/A | N/A | N/A | 1 of 1 | 1.46% | ₹236 Cr | |
| +3.0% | N/A | N/A | N/A | N/A | 1 of 1 | 1.79% | ₹476 Cr | |
| +1.3% | N/A | N/A | 16.1% | N/A | 2 of 3 | 0.83% | ₹8,748 Cr | |
| N/A | N/A | N/A | N/A | N/A | 1 of 1 | 0.83% | ₹7,395 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 0.61% | ₹51 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 3.95% | ₹133 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 1.70% | ₹128 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 3.05% | ₹291 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 2.54% | ₹370 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 2.72% | ₹599 Cr | |
| N/A | N/A | N/A | N/A | N/A | 0 of 1 | 1.11% | ₹3,275 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 0.11% | ₹42 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 1.54% | ₹397 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 3.06% | ₹758 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 0.00% | ₹0 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 1.31% | ₹0 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 3.57% | ₹291 Cr | |
| N/A | N/A | N/A | N/A | N/A | 0 of 1 | 1.75% | ₹251 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 1.51% | ₹208 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 0.39% | ₹34 Cr |
Ordered by 5-year annualised return, highest first; funds younger than 5 years follow by 3-year, then 1-year return.Years ahead of index counts the calendar years from 2017 to 2026 in which the fund returned more than the NIFTY 500 Index. Returns over 3 years and longer are compounded annual returns. Volatility is the annualised standard deviation of monthly returns. Worst fall is the largest drop from a peak in the last 5 years. N/A means the fund is too young for that period.
What a flexi cap fund is
Flexi cap funds keep at least 65% in shares and can move between large, mid and small companies in any mix.
Source: SEBI categorisation of mutual fund schemes, 6 October 2017, as amended.
Investing from the UAE
NRIs living in the UAE can generally invest once KYC is complete, paying from an NRE or NRO bank account. Some fund houses do not accept residents of the United States or Canada, or accept them only offline. The UAE does not levy personal income tax, and the India UAE tax treaty may affect how gains are treated, so confirm your own position with a tax adviser.
Questions
How are these flexi cap funds ordered?
By 5-year annualised return, highest first. Funds younger than 5 years follow, ordered by 3-year return and then 1-year return. Every figure is worked out from each fund's own Direct Growth NAV, the same way for every fund. We do not label any fund as the best.
Can NRIs living in the UAE invest in flexi cap funds?
Generally yes, once KYC is complete, paying from an NRE or NRO bank account. Some fund houses do not accept investments from residents of the United States or Canada, or accept them only offline, so check the fund house's current policy if that applies to you.
How are gains taxed for NRIs?
For equity funds, India taxes gains on units held for 12 months or less at 20%, and gains on units held longer at 12.5% on the amount above ₹1.25 lakh in a financial year, plus cess and any surcharge. For NRIs the fund house deducts this tax when you redeem. The outcome depends on your tax residence and facts, so confirm your position with a tax adviser.
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