+91-22-48913909Best Flexi Cap Equity Mutual Funds to Invest in 2025
Flexi cap funds are a class of Equity Funds that allows investors to diversify their Portfolio across companies of different Market capitalisation, which helps in mitigating risk and lowering Volatility.
Investors with a high-risk appetite who wish to take an exposure in equities usually incline towards Investing in flexi cap funds.
As per SEBI Rule, the flexi-cap category must invest minimum 65 percent in equity instruments. The fund manager has the flexibility to invest any proportion in stocks from large-caps, mid-cap and small-caps.
As, diversified flexi cap funds invest across market caps such as – large cap, mid cap & small cap, they master in balancing the portfolio. By investing in the best 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.
To make the process of selecting a good fund easy, we have listed top best flexi-cap equity funds – that investors can take into account during their investing journey.
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Top 5 Best Performing Flexi Cap Equity Mutual Funds 2025
(Erstwhile BNP Paribas Dividend Yield Fund) The investment objective of the scheme is to generate long term capital growth from an actively managed portfolio of equity and equity related securities, primarily being high dividend yield stocks. High dividend yield stocks are
defined as stocks of companies that have a dividend yield in excess of 0.5%, at the time of investment. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns. Below is the key information for BNP Paribas Multi Cap Fund Returns up to 1 year are on The investment objective of the scheme is to seek to generate capital appreciation and/or provide income distribution from a portfolio of predominantly equity and equity related instruments. There is no assurance or guarantee that the objectives of the scheme will be realized. Research Highlights for Bandhan Focused Equity Fund Below is the key information for Bandhan Focused Equity Fund Returns up to 1 year are on (Erstwhile Baroda Pioneer Growth Fund) To generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments. Research Highlights for Baroda Pioneer Multi Cap Fund Below is the key information for Baroda Pioneer Multi Cap Fund Returns up to 1 year are on (Erstwhile Invesco India Mid N Small Cap Fund) The investment objective of the Scheme is to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid and small cap companies. Research Highlights for Invesco India Multicap Fund Below is the key information for Invesco India Multicap Fund Returns up to 1 year are on (Erstwhile LIC MF Equity Fund) The main investment objective of the scheme is to provide capital growth by investing mainly in equities. The investment portfolio of the scheme will be
constantly monitored and reviewed to optimize capital growth. However, there is no assurance that the investment objective of the Scheme will be realised. Research Highlights for LIC MF Multi Cap Fund Below is the key information for LIC MF Multi Cap Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 Bandhan Focused Equity Fund Growth ₹87.049
↓ -0.27 ₹1,974 0.7 15.4 0.3 16.9 17.2 30.3 Baroda Pioneer Multi Cap Fund Growth ₹288.204
↑ 1.00 ₹2,953 2.5 14.9 -2.5 18.3 24.1 31.7 Invesco India Multicap Fund Growth ₹130.45
↑ 0.33 ₹4,070 -0.1 14.4 -5.2 17.4 22.7 29.8 LIC MF Multi Cap Fund Growth ₹100.875
↑ 0.60 ₹1,021 6.3 21.1 -5.2 14.1 16.7 18.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 22 Research Highlights & Commentary of 5 Funds showcased
Commentary BNP Paribas Multi Cap Fund Bandhan Focused Equity Fund Baroda Pioneer Multi Cap Fund Invesco India Multicap Fund LIC MF Multi Cap Fund Point 1 Bottom quartile AUM (₹588 Cr). Lower mid AUM (₹1,974 Cr). Upper mid AUM (₹2,953 Cr). Highest AUM (₹4,070 Cr). Bottom quartile AUM (₹1,021 Cr). Point 2 Established history (20+ yrs). Established history (19+ yrs). Established history (22+ yrs). Established history (17+ yrs). Oldest track record among peers (26 yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.57% (bottom quartile). 5Y return: 17.21% (lower mid). 5Y return: 24.09% (top quartile). 5Y return: 22.72% (upper mid). 5Y return: 16.74% (bottom quartile). Point 6 3Y return: 17.28% (lower mid). 3Y return: 16.94% (bottom quartile). 3Y return: 18.30% (top quartile). 3Y return: 17.39% (upper mid). 3Y return: 14.12% (bottom quartile). Point 7 1Y return: 19.34% (top quartile). 1Y return: 0.28% (upper mid). 1Y return: -2.55% (lower mid). 1Y return: -5.17% (bottom quartile). 1Y return: -5.20% (bottom quartile). Point 8 Alpha: 0.00 (bottom quartile). Alpha: 10.39 (top quartile). Alpha: 0.28 (lower mid). Alpha: 2.97 (upper mid). Alpha: -3.76 (bottom quartile). Point 9 Sharpe: 2.86 (top quartile). Sharpe: 0.24 (upper mid). Sharpe: -0.37 (bottom quartile). Sharpe: -0.23 (lower mid). Sharpe: -0.61 (bottom quartile). Point 10 Information ratio: 0.00 (lower mid). Information ratio: 0.29 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.01 (upper mid). Information ratio: -0.38 (bottom quartile). BNP Paribas Multi Cap Fund
Bandhan Focused Equity Fund
Baroda Pioneer Multi Cap Fund
Invesco India Multicap Fund
LIC MF Multi Cap Fund
1. BNP Paribas Multi Cap Fund
BNP Paribas Multi Cap Fund
Growth Launch Date 15 Sep 05 NAV (13 Mar 22) ₹73.5154 ↓ -0.01 (-0.01 %) Net Assets (Cr) ₹588 on 31 Jan 22 Category Equity - Multi Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.44 Sharpe Ratio 2.86 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹15,961 Returns for BNP Paribas Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 22 Duration Returns 1 Month -4.4% 3 Month -4.6% 6 Month -2.6% 1 Year 19.3% 3 Year 17.3% 5 Year 13.6% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for BNP Paribas Multi Cap Fund
Name Since Tenure Data below for BNP Paribas Multi Cap Fund as on 31 Jan 22
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Bandhan Focused Equity Fund
Bandhan Focused Equity Fund
Growth Launch Date 16 Mar 06 NAV (12 Sep 25) ₹87.049 ↓ -0.27 (-0.31 %) Net Assets (Cr) ₹1,974 on 31 Jul 25 Category Equity - Multi Cap AMC IDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.1 Sharpe Ratio 0.24 Information Ratio 0.29 Alpha Ratio 10.39 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹13,616 31 Aug 22 ₹14,036 31 Aug 23 ₹15,562 31 Aug 24 ₹22,278 31 Aug 25 ₹22,052 Returns for Bandhan Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 22 Duration Returns 1 Month 0.4% 3 Month 0.7% 6 Month 15.4% 1 Year 0.3% 3 Year 16.9% 5 Year 17.2% 10 Year 15 Year Since launch 11.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 30.3% 2023 31.3% 2022 -5% 2021 24.6% 2020 14.9% 2019 8.9% 2018 -12.7% 2017 54.4% 2016 1.8% 2015 -4.8% Fund Manager information for Bandhan Focused Equity Fund
Name Since Tenure Manish Gunwani 2 Dec 24 0.75 Yr. Kirthi Jain 2 Dec 24 0.75 Yr. Ritika Behera 7 Oct 23 1.9 Yr. Gaurav Satra 7 Jun 24 1.24 Yr. Rahul Agarwal 2 Dec 24 0.75 Yr. Data below for Bandhan Focused Equity Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 37.92% Health Care 12.27% Technology 10.85% Consumer Defensive 9.19% Real Estate 7.52% Consumer Cyclical 4.17% Industrials 3.52% Basic Materials 3.15% Energy 2.87% Utility 2.62% Communication Services 2.23% Asset Allocation
Asset Class Value Cash 3.69% Equity 96.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5328108% ₹164 Cr 4,002,723
↑ 43,295 State Bank of India (Financial Services)
Equity, Since 31 Jul 25 | SBIN8% ₹149 Cr 1,875,936
↑ 1,875,936 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | HDFCBANK7% ₹131 Cr 651,364
↓ -30,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹105 Cr 710,586
↓ -30,000 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 25 | PRESTIGE5% ₹98 Cr 601,910
↓ -60,298 One97 Communications Ltd (Technology)
Equity, Since 31 Dec 24 | 5433965% ₹94 Cr 860,384 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 May 25 | CHOLAHLDNG4% ₹73 Cr 385,760
↑ 69,690 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 24 | LT4% ₹70 Cr 191,166 Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY3% ₹66 Cr 440,306 The South Indian Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | 5322183% ₹64 Cr 21,517,919
↑ 2,130,000 3. Baroda Pioneer Multi Cap Fund
Baroda Pioneer Multi Cap Fund
Growth Launch Date 12 Sep 03 NAV (12 Sep 25) ₹288.204 ↑ 1.00 (0.35 %) Net Assets (Cr) ₹2,953 on 31 Jul 25 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio -0.37 Information Ratio 0 Alpha Ratio 0.28 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹16,531 31 Aug 22 ₹17,415 31 Aug 23 ₹20,347 31 Aug 24 ₹30,146 31 Aug 25 ₹28,769 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 22 Duration Returns 1 Month 3.7% 3 Month 2.5% 6 Month 14.9% 1 Year -2.5% 3 Year 18.3% 5 Year 24.1% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 31.7% 2023 30.8% 2022 -3% 2021 47.9% 2020 19.5% 2019 8.9% 2018 -11.9% 2017 36.8% 2016 2.3% 2015 -1.6% Fund Manager information for Baroda Pioneer Multi Cap Fund
Name Since Tenure Sanjay Chawla 1 Nov 15 9.84 Yr. Sandeep Jain 14 Mar 22 3.47 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 25.23% Consumer Cyclical 15.29% Industrials 14.46% Health Care 11.05% Technology 8.98% Basic Materials 8.65% Consumer Defensive 5.53% Energy 3.01% Communication Services 1.72% Utility 1.29% Real Estate 0.89% Asset Allocation
Asset Class Value Cash 1.93% Equity 97.41% Debt 0.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK4% ₹128 Cr 634,736
↓ -15,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK4% ₹124 Cr 834,815 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE3% ₹89 Cr 640,000
↓ -110,000 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | RADICO2% ₹71 Cr 261,003
↑ 12,000 Sagility India Ltd (Healthcare)
Equity, Since 30 Nov 24 | SAGILITY2% ₹63 Cr 13,581,677 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Apr 25 | INDIGO2% ₹61 Cr 104,000 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5900032% ₹60 Cr 2,280,000 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Jun 25 | 5008252% ₹58 Cr 100,100 Rainbow Childrens Medicare Ltd (Healthcare)
Equity, Since 30 Apr 22 | 5435242% ₹57 Cr 374,094 Linde India Ltd (Basic Materials)
Equity, Since 31 Jan 23 | 5234572% ₹55 Cr 83,577 4. Invesco India Multicap Fund
Invesco India Multicap Fund
Growth Launch Date 17 Mar 08 NAV (12 Sep 25) ₹130.45 ↑ 0.33 (0.25 %) Net Assets (Cr) ₹4,070 on 31 Jul 25 Category Equity - Multi Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.9 Sharpe Ratio -0.23 Information Ratio 0.01 Alpha Ratio 2.97 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹16,491 31 Aug 22 ₹16,625 31 Aug 23 ₹19,407 31 Aug 24 ₹28,705 31 Aug 25 ₹27,097 Returns for Invesco India Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 22 Duration Returns 1 Month 1.9% 3 Month -0.1% 6 Month 14.4% 1 Year -5.2% 3 Year 17.4% 5 Year 22.7% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 29.8% 2023 31.8% 2022 -2.2% 2021 40.7% 2020 18.8% 2019 4.6% 2018 -12.5% 2017 46.2% 2016 0.7% 2015 6.7% Fund Manager information for Invesco India Multicap Fund
Name Since Tenure Amit Nigam 3 Sep 20 5 Yr. Taher Badshah 1 Jul 25 0.17 Yr. Manish Poddar 1 Jul 25 0.17 Yr. Data below for Invesco India Multicap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 27.17% Consumer Cyclical 18.15% Industrials 15.91% Health Care 11.49% Technology 9.35% Basic Materials 7.01% Consumer Defensive 3.13% Real Estate 2.9% Communication Services 2.64% Asset Allocation
Asset Class Value Cash 2.24% Equity 97.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹204 Cr 1,378,847
↓ -129,805 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | 5002514% ₹154 Cr 307,294
↑ 51,767 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCBANK4% ₹153 Cr 756,747
↓ -141,044 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | CHOLAFIN3% ₹135 Cr 933,414
↑ 244,521 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 5433203% ₹120 Cr 3,907,652
↑ 1,239,480 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 24 | DIXON3% ₹110 Cr 65,189
↑ 23,034 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901573% ₹107 Cr 746,084 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 23 | MCX2% ₹94 Cr 122,043 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M2% ₹86 Cr 267,885
↑ 59,158 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 25 | LT2% ₹85 Cr 232,910
↑ 232,910 5. LIC MF Multi Cap Fund
LIC MF Multi Cap Fund
Growth Launch Date 15 Feb 99 NAV (12 Sep 25) ₹100.875 ↑ 0.60 (0.60 %) Net Assets (Cr) ₹1,021 on 31 Jul 25 Category Equity - Multi Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio -0.62 Information Ratio -0.38 Alpha Ratio -3.76 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹14,201 31 Aug 22 ₹14,297 31 Aug 23 ₹16,446 31 Aug 24 ₹22,241 31 Aug 25 ₹20,775 Returns for LIC MF Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 22 Duration Returns 1 Month 5.7% 3 Month 6.3% 6 Month 21.1% 1 Year -5.2% 3 Year 14.1% 5 Year 16.7% 10 Year 15 Year Since launch 10.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.8% 2023 28.8% 2022 -2.6% 2021 20.2% 2020 10.4% 2019 13.7% 2018 -7.7% 2017 25.7% 2016 2.2% 2015 -7.7% Fund Manager information for LIC MF Multi Cap Fund
Name Since Tenure Nikhil Rungta 1 Jul 24 1.17 Yr. Jaiprakash Toshniwal 31 Jul 23 2.09 Yr. Data below for LIC MF Multi Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Industrials 20.74% Financial Services 19.77% Consumer Cyclical 11.77% Technology 10.95% Consumer Defensive 7.88% Health Care 7.33% Basic Materials 5.97% Utility 3.81% Real Estate 2.46% Communication Services 1.65% Asset Allocation
Asset Class Value Cash 7.66% Equity 92.34% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 18 | HDFCBANK5% ₹49 Cr 240,651 VA Tech Wabag Ltd (Industrials)
Equity, Since 30 Nov 23 | 5332693% ₹30 Cr 187,100 Apollo Micro Systems Ltd Ordinary Shares (Industrials)
Equity, Since 30 Jun 25 | APOLLO3% ₹27 Cr 1,754,386 Allied Blenders and Distillers Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | ABDL3% ₹27 Cr 519,054
↓ -169,808 JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5346003% ₹26 Cr 3,613,094
↓ -1,148,430 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 24 | KOTAKBANK2% ₹25 Cr 125,796 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | HINDUNILVR2% ₹25 Cr 97,620 Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 5328272% ₹23 Cr 4,698 Shriram Finance Ltd (Financial Services)
Equity, Since 31 May 24 | SHRIRAMFIN2% ₹22 Cr 352,341
↑ 47,505 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | CREDITACC2% ₹21 Cr 170,894
↑ 7,321
Benefits of Investing in Flexi Cap Funds
Some of the advantages of investing in a flexi cap/multi cap funds are as follows:
One of the biggest advantages of investing in flexi-cap funds is diversification. As these funds invest across the market cap, i.e., large, mid and Small cap funds, they diversify the portfolio. So, instead of investing in just one market cap, you can invest in flexi-cap funds and benefit from all.
The fund managers of flexi-cap funds invest in companies of all sizes based on their long-term growth potential. In order to maximize the fund's performance within defined investment objectives, the managers also change the portfolio allocations between different sectors from time to time.
As flexi-cap invests in large, mid and small cap funds, they have potential to deliver long-term consistent returns.
These funds are known to balance risk and returns well. For instance, in some market situations, if one fund fails to perform, other funds are there to balance the returns. So, investors seek the advantage of balancing the risk-and-returns from this fund.
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FAQs
1. Do Flexi-cap equity mutual funds produce better returns?
A: Flexi-cap funds produce high returns, but these are often considered high-risk funds. The primary reason for this is that these equities are often affected by market conditions leading to the ROI difference. However, if you have an appetite for risk, you can invest in some of the best performing Flexi-cap Mutual Funds, and these are known to produce excellent returns.
2. What is the SEBI mandate regarding equity investments in Flexi-cap?
A: As per the SEBI rules, it is necessary to invest 65% of the assets in large, mid, and small Capital stocks. This diversification ensures that your investment is secure and you can get a better Return on Investment.
3. How can a fund manager help you in Flexi-cap investments?
A: A fund manager can help you in evaluating a particular segment of the market. If, over time, he feels that the segment has become unattractive, then he can pull the investment from the specific segment and reinvest in another segment. This secures your investment and ensures you receive better returns.
4. Is there any exit load if I invest in Flexi-cap mutual funds?
A: All Flexi-cap funds do not levy exit loads if you leave the segment before the realization of the specific number of days. For example, a particular Flexi-cap can impose an exit load of 2% of the investment value if you switch or redeem your investment before 365 days and 1% in case you change before 763 days. However, mutual funds do not levy any exit loads if you switch assets after two years.
5. What are green Flexi-cap funds?
A: The green levy encourages companies to invest in environment-friendly technologies, and the government gives such companies various tax benefits. If your investment portfolio consists of Flexi-cap mutual funds that invest in companies that follow environment-friendly technologies.
6. How will I identify the best performing Flexi-cap fund?
A: The best way to identify the best performing fund is by checking the its past 4-year returns. For example, the Baroda Pioneer Multi-Cap Fund, which has a NAV of Rs.129.8 and a 5-year return of 19.5%, is better than the Principal Multi Cap Growth Fund, which has a NAV of Rs.178.78 and a 5-year return of 15%.
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Research Highlights for BNP Paribas Multi Cap Fund