Overview

• The flexi-cap category averaged a one-year return of -6.68%, with just 3 of 41 schemes in positive territory.
• Parag Parikh Flexi Cap Fund returned 3.36%, HDFC Flexi Cap Fund 2.05%, and Helios Flexi Cap Fund 1.97% over one year.
• Other equity categories also struggled, with only a handful of positive schemes and large-and mid-cap funds averaging -10.72%.
• Sensex and Nifty declined about 5% year-on-year, pressured by weak corporate results, soft consumption, tariff decisions, and a weaker currency.
• Despite near-term weakness, Parag Parikh and HDFC flexi-cap funds show annualized returns above 20% over 3–5 years, while Helios lacks a long-term record due to its shorter tenure.