Archive · 6 Oct 2026
Bank of India Flexi Cap Leads Returns Across Three Periods
Flexi-cap funds can invest in companies of different sizes.
This comparison looked at how these funds performed over three time periods.
Bank of India Flexi Cap Fund ranked first in all three periods.
It returned 8.39% so far in 2026 and had annualised returns of 18.68% over three years and 15.98% over five years.
Other funds ranked differently depending on the time period.
Some funds that were down or nearly flat in 2026 still had strong five-year returns.
The comparison included direct-growth funds with at least one year of history.
The figures were reported as of 5 October 2026.
Bank of India Flexi Cap Fund ranked first in the comparison for YTD, three-year and five-year returns.
Its returns were 8.39% YTD, 18.68% annualised over three years and 15.98% annualised over five years.
Taurus and ITI followed Bank of India in the YTD rankings, while ITI and Motilal Oswal placed second and third over three years.
HDFC and JM ranked among the five-year leaders despite modest 2026 returns.
The comparison covers direct-growth flexi-cap funds with at least one year of track record, using data as of 5 October 2026.
- Who
- Bank of India Flexi Cap Fund and other direct-growth flexi-cap funds.
- What
- A comparison of YTD, three-year and five-year fund returns, with Bank of India Flexi Cap Fund ranking first in all three periods.
- When
- Returns were reported as of 5 October 2026; the comparison was published for October 2026.
- Where
- India.
- Why
- To compare flexi-cap fund performance across short- and longer-term periods.
Short-term performance
Long-term performance
How to interpret fund returns
Short-term performance
YTD returns show which funds have performed best so far in 2026; Bank of India led at 8.39%, while Sundaram was down 10.41%.
Long-term performance
Longer-term records can tell a different story: HDFC, JM and ICICI Prudential had modest 2026 returns but strong five-year annualised returns.
- YTD leader
- Bank of India Flexi Cap Fund: 8.39%
- Three-year leader
- Bank of India Flexi Cap Fund: 18.68% annualised
- Five-year leader
- Bank of India Flexi Cap Fund: 15.98% annualised
- YTD runner-up
- Taurus Flexi Cap Fund: 6.94%
- Three-year runner-up
- ITI Flexi Cap Fund: 18.15% annualised
- Five-year runner-up
- HDFC Flexi Cap Fund: 15.15% annualised
- Eligibility
- Direct-growth flexi-cap funds with at least one year of track record as of 6 October 2026
- Data sources
- Morningstar for YTD returns; Value Research for three- and five-year returns