Negative impactStocks
Flexi-cap mutual funds: Only 4 out of 37 funds delivered 8%+ SIP returns in 3 years. How did your fund perform?
Mint 1 hr ago·22 Oct 2026, 10:45 am
Flexi-cap mutual funds, which invest across market caps, are popular for their flexibility. However, a recent analysis of 37 such funds shows that only four delivered an annualised return of over 8% on three-year SIP investments. Three funds even posted negative returns, highlighting significant volatility in this category. This performance gap suggests that not all funds in this popular category are created equal.
For investors, this data underscores the importance of evaluating fund performance beyond just the category label. While large funds like Parag Parikh Flexi Cap and HDFC Flexi Cap are household names, they did not make the top performers' list. This serves as a reminder to look at specific fund track records and risk-adjusted returns before committing capital.
What to watch next is the fund manager's strategy and the fund's consistency in different market cycles. Investors should consider whether the fund's recent performance aligns with their long-term goals and risk appetite. Regularly reviewing your portfolio is essential to ensure it meets your financial objectives.
Excerpt from Mint
Only four of 37 flexi-cap funds delivered over 8% annualised returns on three-year SIPs, while three posted losses. ITI Flexi Cap topped the list at 10.16%, while large schemes such as Parag Parikh, HDFC and SBI delivered lower returns. Only four of the 37 flexi-cap mutual funds delivered annualised returns of over 8%…Read the original at Mint
Affected stocks
Bearish2 stocks
Bull / bear label is derived from the article's AI sentiment — indicative, not advice. Prices may be delayed.
Key takeaways
- Concerns ITI (ITI).
- Category: Stocks.
- AI reads the tone as negative (potentially bearish) for the stock.
- Also mentions SBIN.
Why it matters
A routine update for ITI. The tone is negative — watch for downside reaction. Use the price and stock snapshot to gauge how the market is responding.
