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Top-performing flexi-cap funds in 1 year till August 4: Motilal, Invesco to Parag Parikh; check list
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6 min read | Updated on August 05, 2025, 17:45 IST
SUMMARY
Top-performing flexi-cap mutual funds in a year till August 4, 2025: The direct plan of Motilal Oswal Flexi Cap Fund and Invesco India Flexi Cap Fund generated 10.05% and 9.16% percent returns in a year till August 4. 2025
Here are top and worst performing flexi-cap funds in a year. | Image source: Shutterstock
Many flexi-cap mutual fund schemes have not been able to beat their benchmark indices in a year.
As many as 26 out 39 flexi-cap funds managed to generate positive returns even as their respective benchmarks' returns were negative over the year, according to data on the website of the Association of Mutual Funds in India (AMFI) till August 4, 2025 (accessed on August 5, 2025).
When it comes to top-performing flexi-cap schemes in a year till August 4, 2025, direct plans of Motilal Oswal Flexi Cap Fund and Invesco India Flexi Cap Fund occupy the top two spots, followed by Parag Parikh Flexi Cap Fund.
The direct plan of Motilal Oswal Flexi Cap Fund and Invesco India Flexi Cap Fund generated 10.05% and 9.16% percent returns in a year till August 4, whereas the direct plan of Parag Parikh Flexi Cap scheme generated 8.51% returns in this duration.
The direct plans of HDFC Flexi Cap Fund (6.88%), WhiteOak Capital Flexi Cap Fund (6.46%), and Axis Flexi Cap Fund (5.16%) are on the fourth, fifth and 6th ranks in terms of returns in a year.
In a year that has been marred by geopolitical and trade tariff uncertainties, only six flexi-cap funds have managed a return of over 5% in a year.
Flexi cap funds with positive returns in a year till August 4, 2025
The direct plans of as many as 26 out of 39 flexi cap funds delivered positive returns in a year till August 4, 2025. But only six schemes delivered over 5% returns in this period.
| Rank | Scheme Name | 1-Year Return (%) | Benchmark Return (%) | Information Ratio | Daily AUM (Cr.) |
|---|---|---|---|---|---|
| 1 | Motilal Oswal Flexi Cap Fund | 10.05 | -0.71 | 1.16 | 13,838.88 |
| 2 | Invesco India Flexi Cap Fund | 9.16 | -1.19 | 1.69 | 3,446.57 |
| 3 | Parag Parikh Flexi Cap Fund | 8.51 | -0.71 | 1.11 | 1,13,004.19 |
| 4 | HDFC Flexi Cap Fund | 6.88 | -0.71 | 1.36 | 80,732.76 |
| 5 | WhiteOak Capital Flexi Cap Fund | 6.46 | -1.19 | 2.19 | 5,568.23 |
| 6 | Axis Flexi Cap Fund | 5.48 | -0.71 | 1.39 | 12,970.93 |
| 7 | Bajaj Finserv Flexi Cap Fund | 4.81 | -1.19 | 1.41 | 5,238.36 |
| 8 | Sundaram Flexi Cap Fund | 4.74 | -0.71 | 1.53 | 2,082.33 |
| 9 | Mirae Asset Flexi Cap Fund | 4.68 | -0.71 | 1.73 | 2,994.38 |
| 10 | PGIM India Flexi Cap Fund | 4.63 | -0.71 | 1.44 | 6,265.91 |
| 11 | Helios Flexi Cap Fund | 4.61 | -0.71 | 1.03 | 3,697.29 |
| 12 | Canara Robeco Flexi Cap Fund | 4.12 | -1.19 | 1.92 | 13,386.38 |
| 13 | UTI Flexi Cap Fund | 3.81 | -0.71 | 0.79 | 25,593.76 |
| 14 | Aditya Birla Sun Life Flexi Cap Fund | 3.61 | -0.71 | 1.49 | 23,076.08 |
| 15 | Tata Flexi Cap Fund | 3.48 | -0.71 | 0.92 | 3,376.49 |
| 16 | Kotak Flexi Cap Fund | 2.25 | -0.71 | 0.97 | 54,353.43 |
| 17 | Union Flexi Cap Fund | 2.07 | -1.19 | 1.13 | 2,339.65 |
| 18 | TRUSTMF Flexi Cap Fund | 1.95 | -0.71 | 0.54 | 1,117.19 |
| 19 | HSBC Flexi Cap Fund | 1.92 | -0.71 | 0.69 | 5,056.24 |
| 20 | Bandhan Flexi Cap Fund | 1.57 | -1.19 | 0.74 | 7,416.51 |
| 21 | Franklin India Flexi Cap Fund | 1.17 | -0.71 | 0.58 | 18,883.60 |
| 22 | ICICI Prudential Flexicap Fund | 0.98 | -1.19 | 0.43 | 17,923.24 |
| 23 | ITI Flexi Cap Fund | 0.92 | -0.71 | 0.37 | 1,192.23 |
| 24 | DSP Flexi Cap Fund | 0.69 | -0.71 | 0.36 | 11,770.48 |
| 25 | Edelweiss Flexi Cap Fund | 0.44 | -0.71 | 0.45 | 2,774.32 |
| 26 | Mahindra Manulife Flexi Cap Fund | 0.07 | -0.71 | 0.22 | 1,524.01 |
Source: AMFI, 1-year return till August 4, 2025; only direct plans have been included in this list
Flexi cap funds with positive returns in a year till August 4, 2025
As many as 13 flexi-cap schemes delivered negative returns. Check the list below:
| Rank | Scheme Name | 1-Year Return (%) | Benchmark Return (%) | Information Ratio | Daily AUM (Cr.) |
|---|---|---|---|---|---|
| 1 | Baroda BNP Paribas Flexi Cap Fund | -0.12 | -0.71 | 0.16 | 1,280.25 |
| 2 | 360 ONE Flexicap Fund | -0.82 | -1.19 | 0.10 | 1,966.98 |
| 3 | SBI Flexi Cap Fund | -1.39 | -1.19 | -0.12 | 22,108.76 |
| 4 | Nippon India Flexi Cap Fund | -1.96 | -0.71 | -0.45 | 9,126.59 |
| 5 | Navi Flexi Cap Fund | -2.32 | -0.71 | -0.47 | 254.70 |
| 6 | LIC MF Flexi Cap Fund | -4.81 | -0.71 | -0.55 | 1,015.03 |
| 7 | Bank of India Flexi Cap Fund | -5.19 | -1.19 | -0.40 | 2,140.98 |
| 8 | Taurus Flexi Cap Fund | -7.36 | -1.19 | -2.09 | 353.93 |
| 9 | JM Flexi Cap Fund | -8.63 | -1.19 | -1.57 | 5,889.16 |
| 10 | NJ Flexi Cap Fund | -10.75 | -0.71 | -1.58 | 2,360.27 |
| 11 | Shriram Flexi Cap Fund | -11.77 | -0.71 | -1.73 | 136.12 |
| 12 | Quant Flexi Cap Fund | -11.98 | -0.71 | -2.04 | 6,879.84 |
| 13 | Samco Flexi Cap Fund | -14.30 | -0.71 | -1.22 | 411.93 |
Source: AMFI, 1-year return till August 4, 2025; only direct plans have been included in this list
What does a 1-year return say about a fund?
In the life of an equity mutual fund scheme, such as the above-mentioned flexi-cap funds, the 1-year return does not say much. A fund can deliver positive returns in one year and negative returns in another, as its performance depends not only on overall market conditions but also on the fund manager’s investment style and strategies.
However, investors should be concerned if a fund continues to underperform compared to its peers or benchmark over a long period. In such a situation, they may consider reviewing their fund selection.
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