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Top 5 Flexicap Funds With Highest Returns in 3 Years: Flexicap mutual funds are equity funds that many investors prefer for portfolio diversification and to minimise the risk of sharp market fluctuations. The fund manager needs to have large, mid and smallcap stocks in a flexicap fund while maintaining at least 65 per cent investment in equity. The manager can pick the stock of any market capitalisation listed firm. When the share market goes through sharp fluctuations, the manager may make the flexicap fund largecap-heavy, while in a bullish market, they may make it smallcap-heavy.
From an investor's point of view, they can invest in 3 major caps with a single fund.
Here we take you through the top 5 flexicap mutual funds that have given the highest annualised return (CAGR) in the 3-year period.
Also know how a Rs 2,50,000 lump sum investment in each fund has performed during the same time frame.
Motilal Oswal Flexi Cap Fund Direct-Growth
The flexicap fund has given a 24.25 per cent annualised return in 3 years.
It has assets under management (AUM) of Rs 13,727 crore, while its net asset value (NAV) as on August 6, 2025, was Rs 67.89.
Benchmarked against NIFTY 500 TRI, the fund has given an 18.55 per cent annualised return since its launch in April 2014.
At an expense ratio of 0.86 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 2,50,000 one-time investment in the fund in the 3-year period has ballooned to Rs 4,79,544.82.
Invesco India Focused Fund - Direct Plan
The fund has given a 24.10 per cent annualised return in the 3-year period.
It has an AUM of Rs 3,435 crore, while its NAV as on August 6, 2025, was Rs 19.86.
Benchmarked against BSE 500 TRI, the fund has given a 21.8 per cent annualised return since its debut in January 2022.
With an expense ratio of 0.58 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 2,50,000 one-time investment in the fund in the 3-year time frame has sprung to Rs 4,77,810.13.
JM Flexicap Fund - Direct Plan
The fund has given a 23.91 per cent annualised return in the 3-year time frame.
It has an asset base of Rs 6,144 crore, while its unit price as on August 6, 2025, was Rs 109.33.
Benchmarked against BSE 100 TRI, the fund has given a 17.8 per cent annualised return since its beginning in January 2013.
At an expense ratio of 0.53 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 2,50,000 one-time investment in the fund in 3 years has zoomed to Rs 4,75,618.87.
HDFC Flexi Cap Direct Plan-Growth
The fund has given a 23.13 per cent annualised return in 3 years.
It has a fund size of Rs 79,585 crore, while its NAV as on August 6, 2025, was Rs 2,138.67.
Benchmarked against NIFTY 500 TRI, the fund has given a 16.96 per cent annualised return since its starting in January 2013.
With an expense ratio of 0.72 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 2,50,000 one-time investment in the fund in the 3-year period has jumped to Rs 4,66,693.39.
Bank of India Flexi Cap Fund Direct-Growth
The fund has given a 22.56 per cent annualised return in the 3-year period.
Its AUM is Rs 2,209 crore, while its NAV as on August 6, 2025, was Rs 36.34.
Benchmarked against BSE 500 TRI, the fund has given a 28.66 per cent annualised return since its inception in January 2020.
At an expense ratio of 0.53 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 2,50,000 one-time investment in the fund in the 3-year time frame has jumped to Rs 4,60,242.02.
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