Greeting To Our Readers.
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 in balancing the portfolio.
The asset allocation strategy of Flexi-cap mutual funds is much more flexible than that in 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!
Parag Parikh Flexi Cap Fund – Growth
A flexible-cap category equity mutual fund, run and managed by PPFAS Mutual Fund House. The fund has 65.78% investment in Indian stocks of which 40.11% is in large-cap stocks, 6.81% is in mid-cap stocks, 16.76% in small-cap stocks.
The fund size of the scheme is around ₹ 17,219 crores and it charges a total expense ratio of around 1.84%. The fund also charges an exit load equal to 2.0% of sell value if the fund is sold before 365 days, and 1.0% if the fund is sold before 730 days.
The prime objective of the fund is to generate long-term capital growth from an actively managed portfolio primarily of equity and Equity Related Securities.
These funds are best recommended to investors who are looking to invest money for at least 3-4 years and looking for high returns.
UTI Flexi Cap Fund – Growth
A flexible-cap category equity mutual fund, run and managed by UTI Mutual Fund House. The fund has 97.62% investment in Indian stocks of which 40.25% is in large-cap stocks, 32.52% is in mid-cap stocks, 11.64% in small-cap stocks.
The fund size of the scheme is around ₹ 24,212 crores and it charges a total expense ratio of around 1.81%. The fund also charges an exit load equal to 2.0% 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.
These funds are best recommended to investors who are looking to invest money for at least 3-4 years and looking for high returns.
Motilal Oswal Flexi Cap Fund – Growth
A flexible-cap category equity mutual fund, run and managed by Motilal Oswal Mutual Fund House. The fund has 99.19% investment in Indian stocks of which 60.68% is in large-cap stocks, 9.69% is in mid-cap stocks.
The fund size of the scheme is around ₹ 11,505 crores and it charges a total expense ratio of around 1.78%. The fund also charges an exit load equal to 1.0% of sell value if the fund is sold before 15 days.
The primary objective of the scheme is To achieve long-term capital appreciation by primarily investing in a maximum of 35 equity & equity-related instruments across sectors and market-capitalization levels.
These funds are best recommended to investors who are looking to invest money for at least 3-4 years and looking for high returns.
PGIM India Flexi Cap Fund – Growth
A flexible-cap category equity mutual fund, run and managed by PGIM Indian Mutual Fund House. The fund has 95.02% investment in Indian stocks of which 47.87% is in large-cap stocks, 16.14% is in mid-cap stocks, 22.02% in small-cap stocks.
The fund size of the scheme is around ₹ 2,705 crores and it charges a total expense ratio of around 2.23%. 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 achieve long-term capital appreciation by primarily investing in a maximum of 35 equity & equity-related instruments across sectors and market-capitalization levels.
These funds are best recommended to investors who are looking to invest money for at least 3-4 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 to future returns).