Flex Your Portfolio: Best Flexi Cap Funds, Reviewed!

Flexi cap mutual funds are all about adaptability. These funds are different from regular small, mid, or large cap funds that invest in stocks of companies with certain market capitalization. It is this flexibility that allows fund managers to adjust their investment strategies as market cycles shift in flexi funds. 

Investing in flexi cap mutual funds helps you capitalize on opportunities in one segment, while you balance risks in another. These funds are a crucial component of a resilient investment portfolio, where you don’t get locked into a specific category. 

If you’re planning to balance growth and stability, check out these five flexi cap funds we’ve curated in this blog. 

Best Flexi Cap Funds to Watch Out For in 2025

The best flexi cap funds ensure you need not rebalance your portfolio manually from time to time. Here are some of the most promising picks for investors. 

1. HDFC Flexi Cap Fund

The HDFC Flexi Cap Fund is a suitable pick for investors looking to build a well-balanced portfolio across different segments in the market. It appeals to investors with a decent 5-year return of 25%+. The best thing is that you can start investing in SIP or a lump sum with just INR 100. 

This flexi cap fund allocates a substantial 39.70% of its assets to the financial services sector. Other sectors include consumer cyclical, healthcare, basic materials, and industrials. 

• AUM: INR 80,642.30 crore 

• NAV: INR 2,155.7141 

• Expense ratio: 0.72% 

• 1-year return: 8.84% 

• 3-year return: 22.74% 

• 5-year return: 28.24% 

2. Franklin India Flexi Cap Fund

The Franklin India Flexi Cap Fund is noted for its careful research and flexible strategy. However, it has a slightly higher expense ratio. The minimum investment for SIPs and lump sums is INR 500 and INR 5,000, respectively. 

The sectoral allocation of this mutual fund includes financial services, consumer cyclical, industrials, healthcare, and technology. 

• AUM: INR 18,987.90 crore 

• NAV: INR 1,798.9688 

• Expense ratio: 0.89% 

• 1-year return: 2.48% 

• 3-year return: 19.44% 

• 5-year return: 25.01% 

3. Parag Parikh Flexi Cap Fund

The Parag Parikh Flexi Cap Fund is one of the most popular mutual funds in this category, as evident from its massive AUM. It delivered consistent returns over various investment tenures. You can get started with INR 1,000 in both SIPs and lump sum investments in this fund. Some of the sectors where it invests include financial services, consumer cyclical, communication services, technology, and utilities. 

• AUM: INR 1,13,281.00 crore 

• NAV: INR 92.0150 

• Expense ratio: 0.63% 

• 1-year return: 10.72% 

• 3-year return: 21.02% 

• 5-year return: 23.73% 

4. Aditya Birla Sun Life Flexi Cap Fund

The Aditya Birla Sun Life Flexi Cap Fund strategically invests in high-quality stocks from different segments of the market. If you’re looking to get started with a low amount, you can create an SIP or invest a lump sum amount starting from just INR 100. The sectoral weightage looks well-balanced for this flexi-cap fund, and includes financial services, consumer cyclical, industrials, basic materials, and technology. 

• AUM: INR 23,127.10 crore 

• NAV: INR 1,974.0601 

• Expense ratio: 0.86% 

• 1-year return: 5.53% 

• 3-year return: 17.31% 

• 5-year return: 20.93% 

 5. Canara Robeco Flexi Cap Fund

The Canara Robeco Flexi Cap Fund is another suitable pick for investors looking to grow across various sectors. It allows you to create an SIP with just INR 100. If you want to invest a lump sum, the minimum amount is INR 5,000. It distributes its assets across sectors like financial services, consumer cyclical, industrials, technology, and healthcare. 

• AUM: INR 13,389.40 crore 

• NAV: INR 380.7000 

• Expense ratio: 0.55% 

• 1-year return: 6.12% 

• 3-year return: 16.26% 

• 5-year return: 20.34% 

Conclusion 

Flexi cap funds present you with the opportunity to ride market growth, but you need not commit your investments to a specific segment. We have recommended some of the best funds that allow you this flexibility to grow your wealth over time. 

You can consider some of these flexi cap mutual funds in your portfolio to grow its stability and resilience. Patience and regular monitoring are essential to keep your wealth growing.

Also Read: Best Overseas Markets To Consider For Your Business Expansion