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Best Flexi Cap Equity Funds in 2025

What are Equity: Flexi Cap funds?

Funds Included	All Fund Returns (3Y annualised)	Top 5 fund Returns (3Y annualised)
43	16.87%	21.82%

This fund category is an example of Equity Scheme funds.

These funds mainly invest in equity i.e. shares and equity-related instruments. They are suitable for investors seeking long-term capital appreciation and willing to tolerate short-term market volatility. Equity funds may focus on specific sectors, investment styles, or market capitalizations. Investors with a high risk appetite and long investment horizon may consider investing in equity funds.

Trailing returns for Equity: Flexi Cap funds

These are average returns over the indicated period.

Monthly trailing returns:

Nov-2025	Oct-2025	Sep-2025	Aug-2025	Jul-2025	Jun-2025
0.09%	3.58%	1.12%	-1.41%	-2.05%	3.74%

Quarterly trailing returns:

2025Q4	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3
3.66%	-2.30%	10.69%	-6.83%	-5.28%	8.04%

Yearly trailing returns:

2025	2024	2023	2022	2021	2020
4.45%	21.23%	29.17%	1.43%	33.95%	18.31%

Rolling returns for Equity: Flexi Cap funds

SIP

10% Step-up SIP

Lump sum

SWP

10% Step-up SWP

Metric	Any 1Y SIP	Any 2Y SIP	Any 3Y SIP	Any 5Y SIP	Any 7Y SIP	Any 10Y SIP
Minimum	-26.66%	0.88%	1.56%	6.03%	14.24%	15.22%
Median	13.67%	11.19%	15.58%	15.94%	16.53%	15.85%
Maximum	57.57%	20.45%	28.13%	23.26%	18.33%	16.45%
Risk	17.39%	3.92%	5.43%	3.53%	0.93%	0.33%
Sharpe Ratio	38.32%	106.79%	157.93%	253.49%	1021.53%	2710.37%

^{_{Data as of 14-Dec-2025}}

Metric	Any 1Y SIP	Any 2Y 目↑ SIP	Any 3Y 目↑ SIP	Any 5Y 目↑ SIP	Any 7Y 目↑ SIP	Any 10Y 目↑ SIP
Minimum	-26.66%	7.82%	13.63%	14.87%	16.72%	16.0%
Median	13.67%	10.12%	15.07%	15.86%	17.39%	16.44%
Maximum	57.57%	12.02%	16.14%	16.65%	17.86%	16.76%
Risk	17.39%	1.18%	0.79%	0.57%	0.36%	0.23%
Sharpe Ratio	38.32%	264.17%	1016.77%	1565.61%	2900.49%	4057.28%

^{_{Data as of 14-Dec-2025}}

Metric	Any 1Y	Any 2Y	Any 3Y	Any 5Y	Any 7Y	Any 10Y
Minimum	-14.06%	8.22%	5.38%	6.6%	14.52%	14.73%
Median	11.46%	16.03%	16.28%	15.67%	15.83%	15.18%
Maximum	54.5%	25.39%	26.55%	23.61%	17.22%	15.94%
Risk	15.97%	3.73%	4.39%	3.57%	0.56%	0.34%
Sharpe Ratio	27.91%	241.98%	211.32%	242.72%	1566.9%	2432.73%

^{_{Data as of 14-Dec-2025}}

Metric	Any 1Y SWP	Any 2Y SWP	Any 3Y SWP	Any 5Y SWP	Any 7Y SWP	Any 10Y SWP
Minimum	-16.97%	13.13%	5.18%	7.36%	12.94%	12.83%
Median	11.61%	20.87%	16.24%	14.96%	15.09%	14.16%
Maximum	68.34%	34.86%	35.19%	30.66%	18.86%	16.26%
Risk	20.5%	5.61%	6.45%	5.52%	1.46%	0.94%
Sharpe Ratio	22.46%	247.28%	143.19%	144.05%	554.92%	762.68%

^{_{Data as of 14-Dec-2025}}

Metric	Any 1Y SWP	Any 2Y 目↑ SWP	Any 3Y 目↑ SWP	Any 5Y 目↑ SWP	Any 7Y 目↑ SWP	Any 10Y 目↑ SWP
Minimum	-16.97%	19.88%	18.23%	21.03%	15.48%	13.31%
Median	11.61%	24.01%	18.99%	22.07%	15.92%	13.59%
Maximum	68.34%	27.64%	20.01%	23.2%	16.83%	14.49%
Risk	20.5%	2.66%	0.49%	0.66%	0.38%	0.41%
Sharpe Ratio	22.46%	638.61%	2469.88%	2278.83%	2338.65%	1614.42%

^{_{Data as of 14-Dec-2025}}

Fundwise SIP, Lumpsum and SWP returns

Rolling SIP returns (less than 1 year)

Fund	Any 1M SIP	Any 3M SIP	Any 6M SIP
Samco Flexi Cap Fund	-24.81%	-14.66%	-14.26%
HDFC Flexi Cap Fund	3.56%	12.89%	13.9%
Canara Robeco Flexicap Fund	2.16%	7.45%	9.14%
UTI Flexi Cap Fund	-11.64%	-2.18%	1.91%
Nippon India Flexi Cap Fund	-4.51%	5.2%	7.38%
Mahindra Manulife Flexi Cap Fund	9.36%	14.57%	10.89%
Trustmf Flexi Cap Fund	17.99%	15.67%	12.86%
Motilal Oswal Flexi Cap Fund	-10.19%	-3.1%	1.28%
Unifi Flexi Cap Fund	2.92%	7.15%	4.27%
Aditya Birla Sun Life Flexi Cap Fund	9.21%	21.39%	16.28%
Franklin India Flexi Cap Fund	1.71%	10.53%	7.51%
Mirae Asset Flexi Cap Fund	7.51%	18.45%	19.31%
Edelweiss Flexi Cap Fund	4.43%	16.14%	14.16%
Union Flexi Cap Fund	-8.3%	4.25%	5.83%
LIC MF Flexi Cap Fund	-7.64%	9.57%	17.4%
Bandhan Flexi Cap Fund	9.71%	17.21%	13.49%
Quant Flexi Cap Fund	2.33%	14.23%	9.27%
HSBC Flexi Cap Fund	-18.99%	0.71%	3.58%
Parag Parikh Flexi Cap Fund	5.44%	11.17%	9.09%
ITI Flexi Cap Fund	5.51%	13.56%	12.06%
JM Flexicap Fund	-15.23%	-2.19%	1.29%
Navi Flexi Cap Fund	3.11%	15.68%	13.83%
Bank India Flexi Cap Fund	-20.52%	4.01%	7.2%
NJ Flexi Cap Fund	0.89%	0.61%	10.73%
Kotak Flexicap Fund	0.57%	11.39%	8.68%
Jioblackrock Flexi Cap Fund	5.48%	0%	0%
Axis Flexi Cap Fund	-14.76%	2.16%	3.82%
SBI Flexicap Fund	8.26%	14.82%	13.45%
Taurus Flexi Cap Fund	-8.88%	6.05%	4.33%
Tata Flexi Cap Fund	2.57%	8.51%	8.75%
Shriram Flexi Cap Fund	6.71%	15.03%	10.08%
Invesco India Flexi Cap Fund	-10.75%	-2.7%	2.84%
Helios Flexi Cap Fund	33.11%	29.95%	27.09%
360 One Flexicap Fund	11.78%	16.12%	14.55%
ICICI Prudential Flexicap Fund	7.19%	13.61%	19.43%
Capitalmind Flexi Cap Fund	5.85%	10.83%	0%
Whiteoak Capital Flexi Cap Fund	8.54%	17.49%	13.71%
Sundaram Flexicap Fund	9.68%	12.49%	10.85%
The Wealth Company Flexi Cap Fund	15.31%	0%	0%
DSP Flexi Cap Fund	4.0%	10.45%	8.55%
PGIM India Flexi Cap Fund	-3.84%	5.13%	7.19%
Baroda BNP Paribas Flexi Cap Fund	7.48%	15.15%	9.34%
Bajaj Finserv Flexi Cap Fund	21.23%	23.32%	19.69%

^{_{Data as of 14-Dec-2025}}

Note: Returns for less than one year are annualised. However, given the nature of the calculation, XIRR for such periods are not meaningful.

Rolling SIP returns (1 year or more):

Fund	Any 1Y SIP	Any 3Y SIP	Any 5Y SIP
Samco Flexi Cap Fund	11.83%	-1.56%	0%
HDFC Flexi Cap Fund	17.9%	15.42%	15.32%
Canara Robeco Flexicap Fund	14.7%	13.88%	15.16%
UTI Flexi Cap Fund	6.71%	11.7%	10.31%
Nippon India Flexi Cap Fund	12.29%	16.68%	0%
Mahindra Manulife Flexi Cap Fund	12.62%	15.89%	0%
Trustmf Flexi Cap Fund	5.43%	0%	0%
Motilal Oswal Flexi Cap Fund	11.5%	10.73%	9.95%
Unifi Flexi Cap Fund	0%	0%	0%
Aditya Birla Sun Life Flexi Cap Fund	16.32%	18.48%	16.78%
Franklin India Flexi Cap Fund	12.06%	17.23%	18.02%
Mirae Asset Flexi Cap Fund	16.63%	0%	0%
Edelweiss Flexi Cap Fund	12.01%	18.64%	17.41%
Union Flexi Cap Fund	13.3%	13.82%	16.7%
LIC MF Flexi Cap Fund	11.77%	11.59%	12.09%
Bandhan Flexi Cap Fund	14.5%	15.52%	15.13%
Quant Flexi Cap Fund	10.89%	18.97%	26.41%
HSBC Flexi Cap Fund	12.39%	15.56%	16.07%
Parag Parikh Flexi Cap Fund	16.85%	18.66%	18.87%
ITI Flexi Cap Fund	14.92%	0%	0%
JM Flexicap Fund	18.18%	18.11%	16.39%
Navi Flexi Cap Fund	14.35%	19.93%	18.63%
Bank India Flexi Cap Fund	14.7%	20.34%	19.98%
NJ Flexi Cap Fund	-0.48%	0%	0%
Kotak Flexicap Fund	15.89%	16.83%	14.66%
Jioblackrock Flexi Cap Fund	0%	0%	0%
Axis Flexi Cap Fund	10.31%	14.9%	13.65%
SBI Flexicap Fund	11.76%	15.51%	14.66%
Taurus Flexi Cap Fund	9.04%	12.19%	10.91%
Tata Flexi Cap Fund	14.96%	16.57%	16.06%
Shriram Flexi Cap Fund	9.58%	11.05%	11.66%
Invesco India Flexi Cap Fund	18.94%	20.78%	0%
Helios Flexi Cap Fund	12.6%	0%	0%
360 One Flexicap Fund	7.38%	0%	0%
ICICI Prudential Flexicap Fund	19.58%	19.79%	0%
Capitalmind Flexi Cap Fund	0%	0%	0%
Whiteoak Capital Flexi Cap Fund	27.18%	19.63%	0%
Sundaram Flexicap Fund	22.27%	15.25%	0%
The Wealth Company Flexi Cap Fund	0%	0%	0%
DSP Flexi Cap Fund	11.96%	16.16%	16.77%
PGIM India Flexi Cap Fund	12.35%	15.02%	20.94%
Baroda BNP Paribas Flexi Cap Fund	23.13%	15.14%	0%
Bajaj Finserv Flexi Cap Fund	14.64%	0%	0%

^{_{Data as of 14-Dec-2025}}

SIP Calculator Fund: Duration: 1 Year 3 Years 5 Years SIP Amount (₹):

Rolling Lumpsum returns

Fund	Any 1Y	Any 3Y	Any 5Y
Samco Flexi Cap Fund	10.02%	3.59%	0%
HDFC Flexi Cap Fund	13.96%	13.85%	14.21%
Canara Robeco Flexicap Fund	14.02%	15.04%	14.75%
UTI Flexi Cap Fund	2.74%	11.43%	12.81%
Nippon India Flexi Cap Fund	10.51%	17.5%	0%
Mahindra Manulife Flexi Cap Fund	7.03%	17.76%	0%
Trustmf Flexi Cap Fund	2.87%	0%	0%
Motilal Oswal Flexi Cap Fund	10.46%	12.2%	9.7%
Unifi Flexi Cap Fund	0%	0%	0%
Aditya Birla Sun Life Flexi Cap Fund	12.48%	17.51%	16.58%
Franklin India Flexi Cap Fund	9.22%	17.89%	17.7%
Mirae Asset Flexi Cap Fund	14.33%	0%	0%
Edelweiss Flexi Cap Fund	9.9%	16.2%	13.78%
Union Flexi Cap Fund	10.99%	13.06%	13.97%
LIC MF Flexi Cap Fund	6.73%	12.34%	11.03%
Bandhan Flexi Cap Fund	10.2%	15.25%	13.68%
Quant Flexi Cap Fund	15.3%	18.74%	24.87%
HSBC Flexi Cap Fund	9.1%	19.15%	15.24%
Parag Parikh Flexi Cap Fund	17.34%	21.81%	21.54%
ITI Flexi Cap Fund	17.28%	0%	0%
JM Flexicap Fund	15.98%	16.47%	15.2%
Navi Flexi Cap Fund	11.66%	18.06%	15.11%
Bank India Flexi Cap Fund	17.81%	29.58%	23.89%
NJ Flexi Cap Fund	-3.43%	0%	0%
Kotak Flexicap Fund	14.26%	15.79%	14.05%
Jioblackrock Flexi Cap Fund	0%	0%	0%
Axis Flexi Cap Fund	5.24%	14.9%	15.35%
SBI Flexicap Fund	10.49%	14.4%	16.12%
Taurus Flexi Cap Fund	7.98%	11.73%	10.75%
Tata Flexi Cap Fund	12.01%	16.98%	16.82%
Shriram Flexi Cap Fund	10.67%	12.34%	14.64%
Invesco India Flexi Cap Fund	17.88%	22.57%	0%
Helios Flexi Cap Fund	8.21%	0%	0%
360 One Flexicap Fund	12.98%	0%	0%
ICICI Prudential Flexicap Fund	13.72%	21.12%	0%
Capitalmind Flexi Cap Fund	0%	0%	0%
Whiteoak Capital Flexi Cap Fund	16.58%	20.43%	0%
Sundaram Flexicap Fund	16.49%	15.68%	0%
The Wealth Company Flexi Cap Fund	0%	0%	0%
DSP Flexi Cap Fund	14.64%	16.64%	17.32%
PGIM India Flexi Cap Fund	10.53%	14.27%	17.07%
Baroda BNP Paribas Flexi Cap Fund	16.87%	16.77%	0%
Bajaj Finserv Flexi Cap Fund	11.72%	0%	0%

^{_{Data as of 14-Dec-2025}}

Rolling SWP returns

Fund	Any 1Y SWP	Any 3Y SWP	Any 5Y SWP
Samco Flexi Cap Fund	5.87%	8.78%	0%
HDFC Flexi Cap Fund	13.73%	10.99%	10.1%
Canara Robeco Flexicap Fund	12.02%	15.11%	12.76%
UTI Flexi Cap Fund	-3.4%	11.15%	16.15%
Nippon India Flexi Cap Fund	13.46%	16.71%	0%
Mahindra Manulife Flexi Cap Fund	2.73%	20.49%	0%
Trustmf Flexi Cap Fund	1.09%	0%	0%
Motilal Oswal Flexi Cap Fund	9.03%	12.5%	11.83%
Unifi Flexi Cap Fund	0%	0%	0%
Aditya Birla Sun Life Flexi Cap Fund	14.91%	15.13%	15.82%
Franklin India Flexi Cap Fund	8.36%	14.65%	19.22%
Mirae Asset Flexi Cap Fund	24.64%	0%	0%
Edelweiss Flexi Cap Fund	9.68%	11.3%	10.11%
Union Flexi Cap Fund	10.35%	14.8%	11.94%
LIC MF Flexi Cap Fund	9.81%	10.99%	10.31%
Bandhan Flexi Cap Fund	11.14%	13.37%	13.11%
Quant Flexi Cap Fund	9.66%	19.76%	17.6%
HSBC Flexi Cap Fund	5.7%	14.56%	15.54%
Parag Parikh Flexi Cap Fund	12.9%	25.24%	25.52%
ITI Flexi Cap Fund	38.37%	0%	0%
JM Flexicap Fund	14.16%	14.74%	13.37%
Navi Flexi Cap Fund	11.82%	11.75%	9.77%
Bank India Flexi Cap Fund	18.59%	41.29%	29.59%
NJ Flexi Cap Fund	10.73%	0%	0%
Kotak Flexicap Fund	12.95%	14.67%	13.55%
Jioblackrock Flexi Cap Fund	0%	0%	0%
Axis Flexi Cap Fund	0.65%	14.94%	16.3%
SBI Flexicap Fund	9.37%	14.75%	14.45%
Taurus Flexi Cap Fund	7.95%	10.27%	8.82%
Tata Flexi Cap Fund	8.35%	16.55%	17.55%
Shriram Flexi Cap Fund	-2.97%	14.91%	17.49%
Invesco India Flexi Cap Fund	10.79%	25.03%	0%
Helios Flexi Cap Fund	12.65%	0%	0%
360 One Flexicap Fund	34.39%	0%	0%
ICICI Prudential Flexicap Fund	15.39%	19.93%	0%
Capitalmind Flexi Cap Fund	0%	0%	0%
Whiteoak Capital Flexi Cap Fund	14.64%	21.35%	0%
Sundaram Flexicap Fund	6.86%	16.32%	0%
The Wealth Company Flexi Cap Fund	0%	0%	0%
DSP Flexi Cap Fund	16.56%	15.5%	16.41%
PGIM India Flexi Cap Fund	6.37%	13.31%	11.62%
Baroda BNP Paribas Flexi Cap Fund	6.14%	18.93%	0%
Bajaj Finserv Flexi Cap Fund	27.2%	0%	0%

^{_{Data as of 14-Dec-2025}}

SIP and SWP returns with step-up

Rolling SIP returns with 10% step-up

Fund	Any 1Y SIP	Any 3Y 目↑ SIP	Any 5Y 目↑ SIP
Samco Flexi Cap Fund	11.83%	-3.28%	0%
HDFC Flexi Cap Fund	17.9%	20.64%	22.12%
Canara Robeco Flexicap Fund	14.7%	15.8%	15.46%
UTI Flexi Cap Fund	6.71%	11.51%	10.27%
Nippon India Flexi Cap Fund	12.29%	14.1%	0%
Mahindra Manulife Flexi Cap Fund	12.62%	15.65%	0%
Trustmf Flexi Cap Fund	5.43%	0%	0%
Motilal Oswal Flexi Cap Fund	11.5%	20.62%	18.94%
Unifi Flexi Cap Fund	0%	0%	0%
Aditya Birla Sun Life Flexi Cap Fund	16.32%	17.93%	16.87%
Franklin India Flexi Cap Fund	12.06%	16.1%	17.51%
Mirae Asset Flexi Cap Fund	16.63%	0%	0%
Edelweiss Flexi Cap Fund	12.01%	18.31%	18.59%
Union Flexi Cap Fund	13.3%	13.8%	14.79%
LIC MF Flexi Cap Fund	11.77%	14.27%	14.14%
Bandhan Flexi Cap Fund	14.5%	15.58%	15.28%
Quant Flexi Cap Fund	10.89%	13.2%	17.29%
HSBC Flexi Cap Fund	12.39%	16.57%	17.11%
Parag Parikh Flexi Cap Fund	16.85%	18.37%	18.77%
ITI Flexi Cap Fund	14.92%	0%	0%
JM Flexicap Fund	18.18%	15.28%	19.04%
Navi Flexi Cap Fund	14.35%	12.76%	13.99%
Bank India Flexi Cap Fund	14.7%	18.0%	19.74%
NJ Flexi Cap Fund	-0.48%	0%	0%
Kotak Flexicap Fund	15.89%	16.13%	16.14%
Jioblackrock Flexi Cap Fund	0%	0%	0%
Axis Flexi Cap Fund	10.31%	14.65%	13.52%
SBI Flexicap Fund	11.76%	12.62%	13.16%
Taurus Flexi Cap Fund	9.04%	10.49%	11.96%
Tata Flexi Cap Fund	14.96%	16.14%	15.51%
Shriram Flexi Cap Fund	9.58%	8.82%	11.13%
Invesco India Flexi Cap Fund	18.94%	20.41%	0%
Helios Flexi Cap Fund	12.6%	0%	0%
360 One Flexicap Fund	7.38%	0%	0%
ICICI Prudential Flexicap Fund	19.58%	19.4%	0%
Capitalmind Flexi Cap Fund	0%	0%	0%
Whiteoak Capital Flexi Cap Fund	27.18%	19.25%	0%
Sundaram Flexicap Fund	22.27%	15.09%	0%
The Wealth Company Flexi Cap Fund	0%	0%	0%
DSP Flexi Cap Fund	11.96%	15.49%	15.72%
PGIM India Flexi Cap Fund	12.35%	13.69%	13.56%
Baroda BNP Paribas Flexi Cap Fund	23.13%	14.87%	0%
Bajaj Finserv Flexi Cap Fund	14.64%	0%	0%

^{_{Data as of 14-Dec-2025}}

Rolling SWP returns with 10% step-up

Fund	Any 1Y SWP	Any 3Y 目↑ SWP	Any 5Y 目↑ SWP
Samco Flexi Cap Fund	5.87%	8.33%	0%
HDFC Flexi Cap Fund	13.73%	22.66%	31.56%
Canara Robeco Flexicap Fund	12.02%	16.56%	20.41%
UTI Flexi Cap Fund	-3.4%	11.38%	15.56%
Nippon India Flexi Cap Fund	13.46%	19.81%	0%
Mahindra Manulife Flexi Cap Fund	2.73%	20.56%	0%
Trustmf Flexi Cap Fund	1.09%	0%	0%
Motilal Oswal Flexi Cap Fund	9.03%	24.34%	16.51%
Unifi Flexi Cap Fund	0%	0%	0%
Aditya Birla Sun Life Flexi Cap Fund	14.91%	17.61%	20.21%
Franklin India Flexi Cap Fund	8.36%	20.31%	26.55%
Mirae Asset Flexi Cap Fund	24.64%	0%	0%
Edelweiss Flexi Cap Fund	9.68%	21.32%	24.52%
Union Flexi Cap Fund	10.35%	17.67%	22.76%
LIC MF Flexi Cap Fund	9.81%	17.63%	16.16%
Bandhan Flexi Cap Fund	11.14%	16.03%	19.78%
Quant Flexi Cap Fund	9.66%	19.93%	36.55%
HSBC Flexi Cap Fund	5.7%	23.12%	22.09%
Parag Parikh Flexi Cap Fund	12.9%	25.25%	25.04%
ITI Flexi Cap Fund	38.37%	0%	0%
JM Flexicap Fund	14.16%	28.5%	27.52%
Navi Flexi Cap Fund	11.82%	15.22%	21.7%
Bank India Flexi Cap Fund	18.59%	25.95%	29.05%
NJ Flexi Cap Fund	10.73%	0%	0%
Kotak Flexicap Fund	12.95%	17.66%	19.75%
Jioblackrock Flexi Cap Fund	0%	0%	0%
Axis Flexi Cap Fund	0.65%	15.19%	16.54%
SBI Flexicap Fund	9.37%	15.2%	19.92%
Taurus Flexi Cap Fund	7.95%	15.81%	18.28%
Tata Flexi Cap Fund	8.35%	18.37%	18.57%
Shriram Flexi Cap Fund	-2.97%	15.19%	17.54%
Invesco India Flexi Cap Fund	10.79%	25.27%	0%
Helios Flexi Cap Fund	12.65%	0%	0%
360 One Flexicap Fund	34.39%	0%	0%
ICICI Prudential Flexicap Fund	15.39%	21.02%	0%
Capitalmind Flexi Cap Fund	0%	0%	0%
Whiteoak Capital Flexi Cap Fund	14.64%	21.44%	0%
Sundaram Flexicap Fund	6.86%	16.43%	0%
The Wealth Company Flexi Cap Fund	0%	0%	0%
DSP Flexi Cap Fund	16.56%	20.89%	20.92%
PGIM India Flexi Cap Fund	6.37%	14.12%	22.16%
Baroda BNP Paribas Flexi Cap Fund	6.14%	19.05%	0%
Bajaj Finserv Flexi Cap Fund	27.2%	0%	0%

^{_{Data as of 14-Dec-2025}}

Note:N.A. in returns indicate that the fund does not have sufficient history.

Tables have been updated on 14-Dec-2025

How are Equity: Flexi Cap funds taxed on selling?

Equity Funds Tax for FY2025-26	STCG Rate	LTCG Eligibility	LTCG Rate
Bought Anytime	20%	After 1Y	12.5% (above 1.25L) w 31Jan18 exemption

Note:

• Dividends from mutual funds (called IDCW or Income Distribution cum Capital Withdrawal funds), are added to the income of the investor and taxed at their highest applicable (slab) rate.
• Cess and surcharge (if applicable) is to be applied to taxes from mutual funds from selling and dividends.
• Switches, SWP and selling any lump sum amount are taxable as per the table above.

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Aditya Birla Sun Life Mutual Fund DSP Mutual Fund HDFC Mutual Fund quant Mutual Fund JM Financial Mutual Fund Kotak Mahindra Mutual Fund LIC Mutual Fund ICICI Prudential Mutual Fund Nippon India Mutual Fund Tata Mutual Fund Franklin Templeton Mutual Fund Taurus Mutual Fund Canara Robeco Mutual Fund Sundaram Mutual Fund SBI Mutual Fund UTI Mutual Fund Baroda BNP Paribas Mutual Fund HSBC Mutual Fund Quantum Mutual Fund Invesco Mutual Fund Mirae Asset Mutual Fund Bandhan Mutual Fund Bank of India Mutual Fund Edelweiss Mutual Fund Axis Mutual Fund Navi Mutual Fund Motilal Oswal Mutual Fund Union Mutual Fund Groww Mutual Fund PGIM India Mutual Fund 360 ONE Mutual Fund PPFAS Mutual Fund Shriram Mutual Fund Mahindra Manulife Mutual Fund WhiteOak Capital Mutual Fund ITI Mutual Fund Trust Mutual Fund NJ Mutual Fund Samco Mutual Fund Bajaj Finserv Mutual Fund Helios Mutual Fund Zerodha Mutual Fund Old Bridge Mutual Fund Angel One Mutual Fund Unifi Mutual Fund Jio BlackRock Mutual Fund Capitalmind Mutual Fund The Wealth Company Mutual Fund Choice Mutual Fund

Explore Different Categories of Mutual Funds

Equity Scheme funds Debt Scheme funds Hybrid Scheme funds Solution Oriented Schemes – Funds for Retirement and Children Other Schemes – ETFs and Fund of Funds Commodity Schemes – Funds Investing in Gold, Silver or Both

Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

Note: NAVs and returns updated on 14-Dec-2025.

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