Historic Returns - flexi cap fund,flexi cap fund Performance Tracker| Mutual funds with highest returns - Moneycontrol.com (2024)

FAQs

What is the return rate of Flexi Cap fund? ›

1. Current NAV: The Current Net Asset Value of the Quant Flexi Cap Fund as of Apr 10, 2024 is Rs 98.29 for Growth option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: 64.09% (1yr), 33.76% (3yr), 30.2% (5yr) and 15.84% (since launch).

Flexi cap mutual funds are well-suited for investors with a long-term horizon, such as those aiming to invest for a period of 5 or 7 years. Flexi cap Mutual funds with very small AUM can create liquidity challenges. Therefore it is important to invest in mutual funds that have higher and faster growing AUM.

The average ten-year return on mutual funds in India is 20%. Mutual fund performance is directly correlated with market dynamics.

Five large cap mutual funds that gave the highest return in the past 10 years are Nippon India Large Cap Fund which gave 17.09% returns, followed by Mirae Asset Large Cap Fund with 16.99% return. The other three are ICICI Prudential Bluechip Fund, SBI Bluechip Fund and HDFC Top 100 Fund.

Choose flexi-cap funds if you want a blend of large and mid/small-cap exposure, or large-cap funds for stability and lower risk. Is flexi-cap fund good for long term? Yes, flexi-cap funds can be suitable for long-term investment as they adapt to market conditions and provide flexibility.

Therefore, the gains from these funds are taxed in the same way as Equity Mutual Funds. If you redeem your investment in a Flexi-cap Fund before completing 12 months from the date of purchase, then your profits will be categorized as short-term capital gains and will be taxed at a flat rate of 15%.

Given this, one flexi-cap fund that has rewarded investors with impressive returns is Quant Flexi-Cap Fund Direct Growth. The fund has given over 33 per cent returns in three years and nearly 66 per cent in one year.

The top-performing schemes include Quant Large Cap Fund (56 percent), Bank of India Bluechip Fund (49 per cent), JM Large Cap Fund (47 per cent) and Nippon India Large Cap Fund (46 per cent), among others.

Despite their ability to dabble freely in small and midcap stocks, the returns of flexicap funds over the past one year have paled in comparison to those of multicaps, another category that straddles the large, mid, and smallcap segments but has to commit at least 25 per cent allocation to each of those.

The table below shows the present value (PV) of $10,000 in 20 years for interest rates from 2% to 30%. As you will see, the future value of $10,000 over 20 years can range from $14,859.47 to $1,900,496.38.

How do I get a 10% return? ›

If you invest Rs 1000 for 20 years , if we assume 12 % return , you would get Approx Rs 9.2 lakhs. Invested amount Rs 2.4 Lakh. Hope that helps.

(You must convert the rate of return to the monthly figure through dividing by 12). You also have n = 10 years or 120 months. FV = Rs 1,84,170. So, the future value of a SIP investment of Rs 1,000 per month for 10 years at an estimated rate of return of 8% is Rs 1,84,170.

I put my personal 401(k) and a lot of my mutual fund investing in four types of mutual funds: growth, growth and income, aggressive growth, and international. I personally spread mine in 25% of those four.

Moreover, mutual funds are meant to be evaluated against a benchmark such as a broad index or other yardstick of value - so if the S&P 500 falls 3% in a year and a large-cap mutual fund only falls 2.5%, it can be considered a "good" return, relatively speaking.

Returns: Its trailing returns over different time periods are: 44.63% (1yr), 27.11% (3yr), 19.19% (5yr) and 19.01% (since launch). Whereas, Category returns for the same time duration are: 40.62% (1yr), 18.86% (3yr) and 16.36% (5yr).

While large cap funds, on an average, delivered an annual return of 16.15 percent. Mid cap funds delivered a return of 30.77 percent, and small caps gave the maximum average return of 34.29 per cent.