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Flexi-Cap Equity Mutual Funds, are diversified equity funds that invest across different market caps such as – large-cap, mid-cap & small-cap, they master balancing the portfolio.
The asset allocation strategy of Flexi-cap mutual funds is much more flexible than that of multi-cap mutual funds. Unlike multi-cap equity funds, the fund managers of Flexi-cap funds can reduce their exposure to mid and small-cap stocks to zero.
This flexibility allows them to allocate a larger proportion of their portfolio to large-cap stocks if needed.
By investing in the best diversified Flexi Cap equity funds, investors can earn slightly more stable returns, however, they would still be affected by the volatility of equities during a turbulent market condition.
Here we have some of the BEST FLEXI-CAP MUTUAL FUNDS listed below, for your assistance!
To receive a free advisory on Investments In Mutual Fund, contact our executives asap!
Franklin India Flexi Cap Fund
A flexible-cap category equity mutual fund, run and managed by Franklin India Mutual Fund House. The fund has 97.19% investment in Indian stocks of which 69.83% is in large-cap stocks, 14.1% is in mid-cap stocks, and 3.63% in small-cap stocks.
The fund size of the scheme is around ₹ 10,114 crores and it charges a total expense ratio of around 1.15%. The fund also charges an exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The primary objective of the scheme is to provide growth of capital plus regular dividend through investment in equities, fixed income securities, and money market instruments.
These funds are best recommended to investors who are looking to invest money for at least 3-to 4 years and looking for high returns.
UTI Flexi Cap Fund
A flexible-cap category equity mutual fund, run and managed by UTI Mutual Fund House. The fund has 96.85% investment in Indian stocks of which 42.16% is in large-cap stocks, 26.8% is in mid-cap stocks, and 11.02% in small-cap stocks.
The fund has 0.16% investment in Debt of which 0.16% in Government securities.
The fund size of the scheme is around ₹ 24,899 crores and it charges a total expense ratio of around 0.93%. The fund also charges an exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The primary objective of the scheme is to generate long-term capital appreciation by investing predominantly in equity and equity-related securities of companies in a flexible manner across the market capitalization spectrum.
HDFC Flexi Cap Fund
A flexible-cap category equity mutual fund, run and managed by HDFC Mutual Fund House. The fund has 97.75% investment in Indian stocks of which 74.34% is in large-cap stocks, 9.53% is in mid-cap stocks, and 5.56% in small-cap stocks.
The fund size of the scheme is around ₹ 27,496 crores and it charges a total expense ratio of around 1.07%. The fund also charges an exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The primary objective of the scheme is to generate capital appreciation/income from a portfolio, predominantly invested in equity & equity-related instruments. There is no assurance that the investment objective of the Scheme will be realized.
These funds are best recommended to investors who are looking to invest money for at least 3-to 4 years and looking for high returns.
Canara Robeco Flexi Cap Fund
A flexible-cap category equity mutual fund, run and managed by Canara Robeco Mutual Fund House. The fund has 93.51% investment in Indian stocks of which 60.31% is in large-cap stocks, 12.52% is in mid-cap stocks, and 5.29% in small-cap stocks.
The fund size of the scheme is around ₹ 7,256 crores and it charges a total expense ratio of around 0.57%. The fund also charges an exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The primary objective of the scheme is to generate capital appreciation by investing in equity and equity-related securities.
These funds are best recommended to investors who are looking to invest money for at least 3-to 4 years and looking for high returns.
SBI Flexi Cap Fund
A flexible-cap category equity mutual fund, run and managed by SBI Mutual Fund House. The fund has 93.11% investment in Indian stocks of which 53.52% is in large-cap stocks, 12.41% is in mid-cap stocks, and 10.42% is in small-cap stocks.
The fund size of the scheme is around ₹ 15,736 crores and it charges a total expense ratio of around 0.87%. The fund also charges an exit load equal to 1.0% of sell value if the fund is sold before 30 days.
The primary objective of the scheme is to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through active management of investments in a diversified basket of equity stocks spanning the entire market capitalization spectrum and in debt and money market instruments.
These funds are best recommended to investors who are looking to invest money for at least 3-to 4 years and looking for high returns.
To get more details about the fund you can refer to the fund fact sheet or you can get in touch with us. Call us on- 0612-6604453 or mail us at [email protected].
For any kind of query, you can contact us at Shri Ashutosh Securities Pvt Ltd., we are here to help you in any way possible.
Happy Investing!
(Mutual Fund investments are subject to market risk Illustrations are for example only, there is no guarantee of returns. Past performance is not an indicator/guarantee of future returns).