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Flexi-Cap Equity Mutual Funds is the new equity category mutual fund recently announced by SEBI. These are basically diversified equity funds invest across 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.
Below, we are discussing some of the best Flexi-cap Equity Mutual Funds, do have a look!
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IDFC Flexi Cap Fund Reg (G)
A flexible-cap category equity mutual fund, run and managed by IDFC Mutual Fund House. The fund has 98.38% investment in Indian stocks, out of which 54.38% is in large-cap stocks, 22.17% is in mid-cap stocks, 13.28% in small-cap stocks.
The fund size of the scheme is around ₹ 5600 crores and it charges a total expense ratio of around 1.93%. The fund also charges an exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The prime objective of the fund is to generate long-term capital growth by investing in a diversified portfolio of equity and equity-related instruments across market capitalization-large cap, midcap and small-cap, fixed income securities, and Money Market Instruments.
These funds are best recommended to investors looking to invest money for 3-4 years or more and looking for high returns. At the same time, these investors should also be ready for the possibility of moderate losses in their investments.
Aditya Birla SL Flexi Cap Fund Reg (G)
A flexible-cap category equity mutual fund, run and managed by ABSL Mutual Fund House. The fund has 95.44% investment in Indian stocks, out of which 53.97% is in large-cap stocks, 22.86% is in mid-cap stocks, 7.05% in small-cap stocks.
The fund size of the scheme is around ₹ 14,570 crores and it charges a total expense ratio of around 1.86%. The fund also charges an exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The prime objective of the fund is long-term growth of capital, through investment in equity & equity-related instruments across market cap (large, mid & small) companies.
These funds are best recommended to investors looking to invest money for 3-4 years or more and looking for high returns. At the same time, these investors should also be ready for the possibility of moderate losses in their investments.
SBI Flexi Cap Fund Reg (G)
A flexible-cap category equity mutual fund, run and managed by SBI Mutual Fund House. The fund has 95.48% investment in Indian stocks, out of which 54.76% is in large-cap stocks, 17.09% is in mid-cap stocks, 10.86% in small-cap stocks.
The fund size of the scheme is around ₹ 13,827 crores and it charges a total expense ratio of around 1.92%. The fund also charges an exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The prime objective of the fund is to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme.
These funds are best recommended to investors looking to invest money for 3-4 years or more and looking for high returns. At the same time, these investors should also be ready for the possibility of moderate losses in their investments.
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- 06299924337or 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).