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Flexi-Cap Equity Mutual Funds, are basically 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!
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Kotak Flexi Cap Fund- Growth
A flexible-cap category equity mutual fund, run and managed by Kotak Mahindra Mutual Fund House. The fund has 98.82% investment in Indian stocks, out of which 62.52% is in large-cap stocks, 27.58% is in mid-cap stocks, 1.76% in small-cap stocks.
Fund also has 0.01% investment in Debt of which, 0.01% in funds invested in very low-risk securities.
The fund size of the scheme is around ₹ 37,096 crores and it charges a total expense ratio of around 1.61%. 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 appreciation from a portfolio of equity and equity-related securities, generally focused on a few selected sectors.
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.
L&T Flexi Cap Fund – Growth
A flexible-cap category equity mutual fund, run and managed by L&T Mutual Fund House. The fund has 95.18% investment in Indian stocks, out of which 60.52% is in large-cap stocks, 17.2% is in mid-cap stocks, 11.54% in small-cap stocks.
The fund size of the scheme is around ₹ 2,838 crores and it charges a total expense ratio of around 2.07%. 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 from a diversified portfolio of predominantly equity and equity-related securities.
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 92.79% investment in Indian stocks, out of which 53.86% is in large-cap stocks, 16.04% is in mid-cap stocks, 10.64% in small-cap stocks.
The fund size of the scheme is around ₹ 14346 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, through active management of investments in a diversified basket of equity stocks.
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- 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).