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Best Flexi Cap Equity Mutual Funds To Invest In 2020
Diversified Flexi Cap funds or more correctly diversified Equity Funds are a class of equity funds. Investors with a high-risk appetite who wish to take an exposure in equities usually incline towards Investing in diversified Flexi Cap funds.
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 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.
To make the process of selecting a good diversified Flexi Cap equity fund easy, we have listed top best flexi-cap equity funds – that investors can take into account during their investing journey.
Top 5 Best Performing Diversified Flexi Cap Equity Mutual Funds 2020
(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. BNP Paribas Multi Cap Fund is a Equity - Multi Cap fund was launched on 15 Sep 05. It is a fund with Moderately High risk and has given a 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. IDFC Focused Equity Fund is a Equity - Multi Cap fund was launched on 16 Mar 06. It is a fund with Moderately High risk and has given a Below is the key information for IDFC Focused Equity Fund Returns up to 1 year are on (Erstwhile Principal Growth Fund) The primary investment objective of the scheme is to achieve long-term capital appreciation. Principal Multi Cap Growth Fund is a Equity - Multi Cap fund was launched on 25 Oct 00. It is a fund with Moderately High risk and has given a Below is the key information for Principal Multi Cap Growth Fund Returns up to 1 year are on To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. L&T Equity Fund is a Equity - Multi Cap fund was launched on 16 May 05. It is a fund with Moderately High risk and has given a Below is the key information for L&T Equity Fund Returns up to 1 year are on (Erstwhile Parag Parikh Long Term Value Fund) The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities. Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. It is a fund with Moderately High risk and has given a Below is the key information for Parag Parikh Long Term Equity Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) BNP Paribas Multi Cap Fund Growth ₹37.611
↑ 2.33 ₹636 -25.4 -18.3 -18.9 -3.1 1 13.2 IDFC Focused Equity Fund Growth ₹28.8
↑ 1.65 ₹1,437 -24 -16.6 -21 -2.4 0.3 8.9 Principal Multi Cap Growth Fund Growth ₹107.17
↑ 7.19 ₹690 -25 -18.4 -25.2 -3.7 2 3.9 L&T Equity Fund Growth ₹61.311
↑ 4.07 ₹2,452 -26.2 -21 -25.6 -5.3 -1 4.9 Parag Parikh Long Term Equity Fund Growth ₹21.6836
↑ 1.26 ₹2,795 -18.9 -13.2 -13.7 3.7 5.7 14.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Apr 20 1. BNP Paribas Multi Cap Fund
CAGR/Annualized return of 9.5% since its launch. Ranked 18 in Multi Cap category. Return for 2019 was 13.2% , 2018 was -12% and 2017 was 42.6% . BNP Paribas Multi Cap Fund
Growth Launch Date 15 Sep 05 NAV (07 Apr 20) ₹37.611 ↑ 2.33 (6.60 %) Net Assets (Cr) ₹636 on 29 Feb 20 Category Equity - Multi Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.45 Sharpe Ratio 0.69 Information Ratio -0.05 Alpha Ratio 8.13 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 Mar 15 ₹10,000 31 Mar 16 ₹9,406 31 Mar 17 ₹11,734 31 Mar 18 ₹12,947 31 Mar 19 ₹13,224 31 Mar 20 ₹10,622 Returns for BNP Paribas Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Apr 20 Duration Returns 1 Month -19.5% 3 Month -25.4% 6 Month -18.3% 1 Year -18.9% 3 Year -3.1% 5 Year 1% 10 Year 15 Year Since launch 9.5% Historical performance (Yearly) on absolute basis
Year Returns 2019 13.2% 2018 -12% 2017 42.6% 2016 1.9% 2015 6.7% 2014 49.7% 2013 5.6% 2012 32.9% 2011 -17% 2010 21.8% Fund Manager information for BNP Paribas Multi Cap Fund
Name Since Tenure Abhijeet Dey 7 Oct 16 3.23 Yr. Karthikraj Lakshamanan 16 Nov 16 3.12 Yr. Data below for BNP Paribas Multi Cap Fund as on 29 Feb 20
Equity Sector Allocation
Sector Value Financial Services 39.72% Basic Materials 16.95% Consumer Defensive 7.9% Utility 7.54% Communication Services 7.01% Energy 6.75% Technology 6.56% Consumer Cyclical 3.92% Industrials 1.44% Asset Allocation
Asset Class Value Cash 2.2% Equity 97.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK10% ₹61 Cr 1,230,000
↓ -46,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK9% ₹57 Cr 487,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 18 | KOTAKBANK4% ₹27 Cr 166,000
↓ -4,000 Gujarat State Petronet Ltd (Utilities)
Equity, Since 31 Jan 16 | 5327024% ₹24 Cr 1,073,000
↑ 11,000 Gujarat Gas Ltd (Utilities)
Equity, Since 31 Mar 17 | 5393364% ₹24 Cr 860,000
↓ -90,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322154% ₹23 Cr 335,600 Infosys Ltd (Technology)
Equity, Since 30 Sep 12 | INFY3% ₹22 Cr 302,000
↓ -7,700 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 18 | ULTRACEMCO3% ₹19 Cr 44,000
↑ 2,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 19 | BHARTIARTL3% ₹18 Cr 340,000
↑ 30,000 ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5401333% ₹18 Cr 375,000
↓ -25,000 2. IDFC Focused Equity Fund
CAGR/Annualized return of 7.8% since its launch. Ranked 13 in Multi Cap category. Return for 2019 was 8.9% , 2018 was -12.7% and 2017 was 54.4% . IDFC Focused Equity Fund
Growth Launch Date 16 Mar 06 NAV (07 Apr 20) ₹28.8 ↑ 1.65 (6.08 %) Net Assets (Cr) ₹1,437 on 29 Feb 20 Category Equity - Multi Cap AMC IDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio 0.55 Information Ratio 0.27 Alpha Ratio 6.85 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 Mar 15 ₹10,000 31 Mar 16 ₹8,770 31 Mar 17 ₹10,786 31 Mar 18 ₹13,723 31 Mar 19 ₹12,981 31 Mar 20 ₹10,303 Returns for IDFC Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Apr 20 Duration Returns 1 Month -23.2% 3 Month -24% 6 Month -16.6% 1 Year -21% 3 Year -2.4% 5 Year 0.3% 10 Year 15 Year Since launch 7.8% Historical performance (Yearly) on absolute basis
Year Returns 2019 8.9% 2018 -12.7% 2017 54.4% 2016 1.8% 2015 -4.8% 2014 32.2% 2013 2.9% 2012 20.8% 2011 -20.6% 2010 16.5% Fund Manager information for IDFC Focused Equity Fund
Name Since Tenure Sumit Agrawal 20 Oct 16 3.2 Yr. Data below for IDFC Focused Equity Fund as on 29 Feb 20
Equity Sector Allocation
Sector Value Financial Services 38.18% Consumer Cyclical 14.29% Basic Materials 13.09% Technology 11.05% Industrials 10.64% Energy 6.51% Communication Services 5.88% Asset Allocation
Asset Class Value Cash 0.36% Equity 99.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | HDFCBANK8% ₹114 Cr 964,000
↑ 24,000 Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Jun 18 | 5415577% ₹98 Cr 460,031
↓ -13,369 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE7% ₹94 Cr 704,000
↑ 16,000 ICICI Securities Ltd (Financial Services)
Equity, Since 31 Mar 18 | 5411796% ₹93 Cr 1,944,950
↓ -55,050 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | KOTAKBANK6% ₹90 Cr 554,888
↑ 298,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 19 | HDFC6% ₹86 Cr 394,944
↑ 20,904 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL6% ₹84 Cr 1,614,000 Security and Intelligence Services (India) Ltd (Industrials)
Equity, Since 31 Jul 17 | 5406735% ₹76 Cr 1,388,000
↑ 15,600 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹73 Cr 1,464,000
↑ 64,000 Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY5% ₹69 Cr 944,000
↓ -80,800 3. Principal Multi Cap Growth Fund
CAGR/Annualized return of 13% since its launch. Ranked 12 in Multi Cap category. Return for 2019 was 3.9% , 2018 was -8.7% and 2017 was 48.7% . Principal Multi Cap Growth Fund
Growth Launch Date 25 Oct 00 NAV (07 Apr 20) ₹107.17 ↑ 7.19 (7.19 %) Net Assets (Cr) ₹690 on 29 Feb 20 Category Equity - Multi Cap AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.46 Sharpe Ratio 0.24 Information Ratio -0.05 Alpha Ratio 1.35 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 Mar 15 ₹10,000 31 Mar 16 ₹9,451 31 Mar 17 ₹12,585 31 Mar 18 ₹14,705 31 Mar 19 ₹15,116 31 Mar 20 ₹11,190 Returns for Principal Multi Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Apr 20 Duration Returns 1 Month -21.8% 3 Month -25% 6 Month -18.4% 1 Year -25.2% 3 Year -3.7% 5 Year 2% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis
Year Returns 2019 3.9% 2018 -8.7% 2017 48.7% 2016 6.4% 2015 2.8% 2014 49.4% 2013 8.3% 2012 46% 2011 -30.9% 2010 14.1% Fund Manager information for Principal Multi Cap Growth Fund
Name Since Tenure Ravi Gopalakrishnan 29 Jul 19 0.43 Yr. Siddarth Mohta 28 Aug 18 1.34 Yr. Data below for Principal Multi Cap Growth Fund as on 29 Feb 20
Equity Sector Allocation
Sector Value Financial Services 34.79% Industrials 11.68% Technology 10.3% Basic Materials 10.01% Consumer Cyclical 9.09% Consumer Defensive 7.85% Energy 6.88% Health Care 4.39% Communication Services 3.12% Utility 0.75% Asset Allocation
Asset Class Value Cash 1.08% Equity 98.91% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK8% ₹55 Cr 468,830 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK7% ₹49 Cr 988,407 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE6% ₹41 Cr 309,550 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY4% ₹29 Cr 397,354 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 14 | TCS4% ₹25 Cr 123,360 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT3% ₹24 Cr 202,976 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 18 | BHARTIARTL3% ₹22 Cr 410,778 GlaxoSmithKline Consumer Healthcare Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | 5006763% ₹19 Cr 20,616 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 08 | HDFC3% ₹19 Cr 87,403 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | KOTAKBANK3% ₹18 Cr 112,522 4. L&T Equity Fund
CAGR/Annualized return of 12.9% since its launch. Ranked 25 in Multi Cap category. Return for 2019 was 4.9% , 2018 was -4.5% and 2017 was 34.2% . L&T Equity Fund
Growth Launch Date 16 May 05 NAV (07 Apr 20) ₹61.311 ↑ 4.07 (7.12 %) Net Assets (Cr) ₹2,452 on 29 Feb 20 Category Equity - Multi Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio 0.04 Information Ratio -0.97 Alpha Ratio -1.16 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 Mar 15 ₹10,000 31 Mar 16 ₹9,126 31 Mar 17 ₹11,285 31 Mar 18 ₹12,593 31 Mar 19 ₹13,012 31 Mar 20 ₹9,422 L&T Equity Fund SIP Returns
Returns for L&T Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Apr 20 Duration Returns 1 Month -21.1% 3 Month -26.2% 6 Month -21% 1 Year -25.6% 3 Year -5.3% 5 Year -1% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2019 4.9% 2018 -4.5% 2017 34.2% 2016 3.6% 2015 0.3% 2014 50.3% 2013 5.5% 2012 26% 2011 -21% 2010 26.9% Fund Manager information for L&T Equity Fund
Name Since Tenure Venugopal Manghat 17 Dec 19 0.04 Yr. Vihang Naik 17 Dec 19 0.04 Yr. Alok Ranjan 1 Oct 19 0.25 Yr. Data below for L&T Equity Fund as on 29 Feb 20
Equity Sector Allocation
Sector Value Financial Services 29.46% Basic Materials 13.81% Technology 10.49% Consumer Defensive 9.94% Health Care 9.58% Industrials 8.32% Consumer Cyclical 7.31% Energy 4.51% Communication Services 4.03% Utility 2.07% Asset Allocation
Asset Class Value Cash 1.18% Equity 99.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK7% ₹177 Cr 1,502,400 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK5% ₹118 Cr 728,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK5% ₹114 Cr 2,296,500
↓ -246,700 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL4% ₹99 Cr 1,886,200 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE4% ₹97 Cr 730,900 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY4% ₹89 Cr 1,215,900 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 17 | HDFC3% ₹85 Cr 391,500 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 17 | 5006963% ₹73 Cr 336,700 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 06 | LT3% ₹71 Cr 599,300
↓ -364,900 Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 14 | RAMCOCEM3% ₹69 Cr 891,236 5. Parag Parikh Long Term Equity Fund
CAGR/Annualized return of 11.9% since its launch. Ranked 34 in Multi Cap category. Return for 2019 was 14.4% , 2018 was -0.4% and 2017 was 29.4% . Parag Parikh Long Term Equity Fund
Growth Launch Date 24 May 13 NAV (07 Apr 20) ₹21.6836 ↑ 1.26 (6.14 %) Net Assets (Cr) ₹2,795 on 29 Feb 20 Category Equity - Multi Cap AMC PPFAS Asset Management Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.48 Sharpe Ratio 0.62 Information Ratio 0.42 Alpha Ratio 4.13 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 15 ₹10,000 31 Mar 16 ₹10,308 31 Mar 17 ₹11,974 31 Mar 18 ₹13,691 31 Mar 19 ₹15,268 31 Mar 20 ₹12,866 Returns for Parag Parikh Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Apr 20 Duration Returns 1 Month -15.9% 3 Month -18.9% 6 Month -13.2% 1 Year -13.7% 3 Year 3.7% 5 Year 5.7% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 2019 14.4% 2018 -0.4% 2017 29.4% 2016 3.3% 2015 8.9% 2014 44.8% 2013 2012 2011 2010 Fund Manager information for Parag Parikh Long Term Equity Fund
Name Since Tenure Raj Mehta 27 Jan 16 3.84 Yr. Rajeev Thakkar 24 May 13 6.52 Yr. Raunak Onkar 24 May 13 6.52 Yr. Data below for Parag Parikh Long Term Equity Fund as on 29 Feb 20
Equity Sector Allocation
Sector Value Financial Services 35.69% Consumer Cyclical 22.05% Communication Services 13.62% Technology 8.82% Health Care 6.39% Consumer Defensive 4.97% Basic Materials 0.98% Asset Allocation
Asset Class Value Cash 7.48% Equity 92.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK10% ₹269 Cr 2,285,909
↑ 185,000 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 5004909% ₹264 Cr 780,285
↑ 12,837 Alphabet Inc Class C (Communication Services)
Equity, Since 31 Oct 15 | GOOG9% ₹249 Cr 26,213
↑ 677 Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN7% ₹187 Cr 13,783
↑ 2,190 Treps 02-Mar-2020
CBLO/Reverse Repo | -6% ₹163 Cr ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK6% ₹156 Cr 3,138,968
↑ 340,000 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO5% ₹153 Cr 743,457
↑ 165,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 5322155% ₹148 Cr 2,120,774
↑ 200,000 Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT5% ₹143 Cr 2,047,052
↑ 131,487 Facebook Inc A (Communication Services)
Equity, Since 31 Jul 17 | FB5% ₹131 Cr 95,849
↑ 4,716
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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