Table of Contents
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 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 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 Aims to provide long term capital appreciation from a portfolio substantially constituted of equity and equity related securities. DSP BlackRock Equity Fund is a Equity - Multi Cap fund was launched on 7 Jun 07. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Equity Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) BNP Paribas Multi Cap Fund Growth ₹51.844
↓ -0.14 ₹693 7.8 13.8 17.3 11.4 8.5 13.2 IDFC Focused Equity Fund Growth ₹39.12
↓ -0.02 ₹1,506 7 14 11 13.2 6.4 8.9 L&T Equity Fund Growth ₹84.48
↓ -0.34 ₹2,679 4.6 6.4 8.3 9.3 5.8 4.9 Principal Multi Cap Growth Fund Growth ₹144.52
↓ -0.48 ₹732 5.1 6 5.7 10.9 8.2 3.9 DSP BlackRock Equity Fund Growth ₹43.531
↓ -0.13 ₹3,267 4.4 14.9 20.7 13.5 8.6 17 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jan 20 1. BNP Paribas Multi Cap Fund
CAGR/Annualized return of 12.1% 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 (22 Jan 20) ₹51.844 ↓ -0.14 (-0.27 %) Net Assets (Cr) ₹693 on 31 Dec 19 Category Equity - Multi Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.45 Sharpe Ratio 0.75 Information Ratio -0.23 Alpha Ratio 3.78 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 Dec 14 ₹10,000 31 Dec 15 ₹10,666 31 Dec 16 ₹10,868 31 Dec 17 ₹15,496 31 Dec 18 ₹13,644 31 Dec 19 ₹15,446 Returns for BNP Paribas Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Jan 20 Duration Returns 1 Month 3% 3 Month 7.8% 6 Month 13.8% 1 Year 17.3% 3 Year 11.4% 5 Year 8.5% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2018 13.2% 2017 -12% 2016 42.6% 2015 1.9% 2014 6.7% 2013 49.7% 2012 5.6% 2011 32.9% 2010 -17% 2009 21.8% Fund Manager information for BNP Paribas Multi Cap Fund
Name Since Tenure Abhijeet Dey 7 Oct 16 3.15 Yr. Karthikraj Lakshamanan 16 Nov 16 3.04 Yr. Data below for BNP Paribas Multi Cap Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Financial Services 39.79% Basic Materials 15.57% Consumer Defensive 12.52% Energy 8.3% Utility 6.06% Technology 5.66% Communication Services 5.4% Industrials 3.72% Consumer Cyclical 1.51% Asset Allocation
Asset Class Value Cash 1.48% Equity 98.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK10% ₹69 Cr 1,338,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK10% ₹68 Cr 535,000
↓ -19,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322154% ₹28 Cr 374,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 18 | KOTAKBANK4% ₹27 Cr 170,000
↓ -15,000 Gujarat Gas Ltd (Utilities)
Equity, Since 31 Mar 17 | 5393364% ₹25 Cr 1,175,000
↓ -65,653 Avanti Feeds Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | 5125733% ₹23 Cr 450,000
↓ -15,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 18 | RELIANCE3% ₹23 Cr 147,000
↓ -20,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 12 | INFY3% ₹22 Cr 309,700
↑ 20,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | 5006963% ₹21 Cr 101,300
↓ -32,100 ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | ICICIPRULI3% ₹20 Cr 400,000
↓ -10,000 2. IDFC Focused Equity Fund
CAGR/Annualized return of 10.3% 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 (22 Jan 20) ₹39.12 ↓ -0.02 (-0.05 %) Net Assets (Cr) ₹1,506 on 31 Dec 19 Category Equity - Multi Cap AMC IDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio 0.41 Information Ratio -0.02 Alpha Ratio -0.73 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 Dec 14 ₹10,000 31 Dec 15 ₹9,523 31 Dec 16 ₹9,693 31 Dec 17 ₹14,968 31 Dec 18 ₹13,063 31 Dec 19 ₹14,227 Returns for IDFC Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Jan 20 Duration Returns 1 Month 2.3% 3 Month 7% 6 Month 14% 1 Year 11% 3 Year 13.2% 5 Year 6.4% 10 Year 15 Year Since launch 10.3% Historical performance (Yearly) on absolute basis
Year Returns 2018 8.9% 2017 -12.7% 2016 54.4% 2015 1.8% 2014 -4.8% 2013 32.2% 2012 2.9% 2011 20.8% 2010 -20.6% 2009 16.5% Fund Manager information for IDFC Focused Equity Fund
Name Since Tenure Sumit Agrawal 20 Oct 16 3.03 Yr. Data below for IDFC Focused Equity Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Financial Services 39.77% Consumer Cyclical 14.37% Basic Materials 13.18% Technology 9.85% Industrials 8.92% Energy 7.22% Communication Services 2.79% Health Care 1.77% Consumer Defensive 0.21% Asset Allocation
Asset Class Value Cash 1.92% Equity 98.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | HDFCBANK8% ₹123 Cr 962,484 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE7% ₹109 Cr 704,848
↓ -40,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 19 | HDFC6% ₹92 Cr 400,000 Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Jun 18 | 5415576% ₹91 Cr 498,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹74 Cr 1,440,000
↓ -800,000 ICICI Securities Ltd (Financial Services)
Equity, Since 31 Mar 18 | 5411795% ₹72 Cr 2,084,888 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 5323434% ₹64 Cr 1,340,000
↓ -108,000 Security and Intelligence Services (India) Ltd (Industrials)
Equity, Since 31 Jul 17 | 5406734% ₹62 Cr 688,888 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 May 19 | ULTRACEMCO4% ₹61 Cr 144,000 RBL Bank Ltd (Financial Services)
Equity, Since 31 Mar 17 | RBLBANK4% ₹59 Cr 1,588,444 3. L&T Equity Fund
CAGR/Annualized return of 15.6% 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 (22 Jan 20) ₹84.48 ↓ -0.34 (-0.41 %) Net Assets (Cr) ₹2,679 on 31 Dec 19 Category Equity - Multi Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio 0.18 Information Ratio -1.09 Alpha Ratio -3.5 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 Dec 14 ₹10,000 31 Dec 15 ₹10,029 31 Dec 16 ₹10,388 31 Dec 17 ₹13,940 31 Dec 18 ₹13,307 31 Dec 19 ₹13,959 Returns for L&T Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Jan 20 Duration Returns 1 Month 0.5% 3 Month 4.6% 6 Month 6.4% 1 Year 8.3% 3 Year 9.3% 5 Year 5.8% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis
Year Returns 2018 4.9% 2017 -4.5% 2016 34.2% 2015 3.6% 2014 0.3% 2013 50.3% 2012 5.5% 2011 26% 2010 -21% 2009 26.9% Fund Manager information for L&T Equity Fund
Name Since Tenure Venugopal Manghat 17 Dec 19 0 Yr. Vihang Naik 17 Dec 19 0 Yr. Alok Ranjan 1 Oct 19 0.16 Yr. Data below for L&T Equity Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Financial Services 37.88% Technology 12.97% Industrials 11.78% Basic Materials 8.71% Consumer Defensive 6.59% Health Care 6.28% Energy 4.64% Consumer Cyclical 3.63% Communication Services 2.78% Utility 2.62% Asset Allocation
Asset Class Value Cash 2.68% Equity 97.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK9% ₹245 Cr 4,771,900 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK8% ₹206 Cr 1,612,400 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 06 | LT6% ₹155 Cr 1,165,050 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS5% ₹122 Cr 593,200 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK4% ₹118 Cr 728,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE4% ₹113 Cr 730,900 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 17 | HDFC4% ₹98 Cr 424,500 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY3% ₹85 Cr 1,215,900 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5322153% ₹83 Cr 1,117,200 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 16 | HCLTECH3% ₹76 Cr 673,600
↓ -16,500 4. Principal Multi Cap Growth Fund
CAGR/Annualized return of 14.9% 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 (22 Jan 20) ₹144.52 ↓ -0.48 (-0.33 %) Net Assets (Cr) ₹732 on 31 Dec 19 Category Equity - Multi Cap AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.46 Sharpe Ratio 0.1 Information Ratio -0.35 Alpha Ratio -4.94 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 Dec 14 ₹10,000 31 Dec 15 ₹10,276 31 Dec 16 ₹10,934 31 Dec 17 ₹16,263 31 Dec 18 ₹14,854 31 Dec 19 ₹15,438 Returns for Principal Multi Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Jan 20 Duration Returns 1 Month 0% 3 Month 5.1% 6 Month 6% 1 Year 5.7% 3 Year 10.9% 5 Year 8.2% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2018 3.9% 2017 -8.7% 2016 48.7% 2015 6.4% 2014 2.8% 2013 49.4% 2012 8.3% 2011 46% 2010 -30.9% 2009 14.1% Fund Manager information for Principal Multi Cap Growth Fund
Name Since Tenure Ravi Gopalakrishnan 29 Jul 19 0.01 Yr. Siddarth Mohta 28 Aug 18 0.92 Yr. Data below for Principal Multi Cap Growth Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Financial Services 39.85% Consumer Defensive 10.26% Technology 9.91% Energy 9.4% Industrials 7.47% Consumer Cyclical 7.23% Basic Materials 6.98% Health Care 4.09% Communication Services 3.08% Utility 0.76% Asset Allocation
Asset Class Value Cash 0.91% Equity 99.08% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK9% ₹64 Cr 501,830
↓ -41,350 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK7% ₹56 Cr 1,084,067
↓ -218,270 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE7% ₹55 Cr 352,202
↓ -29,390 State Bank of India (Financial Services)
Equity, Since 30 Nov 08 | SBIN5% ₹35 Cr 1,031,789 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY4% ₹30 Cr 429,354 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 14 | TCS4% ₹28 Cr 134,460 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT4% ₹27 Cr 202,976
↓ -29,520 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | KOTAKBANK4% ₹27 Cr 165,022
↓ -27,230 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 08 | ITC4% ₹27 Cr 1,076,641 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 08 | HDFC3% ₹20 Cr 87,403
↓ -5,900 5. DSP BlackRock Equity Fund
CAGR/Annualized return of 12.4% since its launch. Ranked 42 in Multi Cap category. Return for 2019 was 17% , 2018 was -7.5% and 2017 was 40% . DSP BlackRock Equity Fund
Growth Launch Date 7 Jun 07 NAV (22 Jan 20) ₹43.531 ↓ -0.13 (-0.31 %) Net Assets (Cr) ₹3,267 on 31 Dec 19 Category Equity - Multi Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.21 Sharpe Ratio 0.99 Information Ratio 0.24 Alpha Ratio 7.07 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 14 ₹10,000 31 Dec 15 ₹9,926 31 Dec 16 ₹10,328 31 Dec 17 ₹14,463 31 Dec 18 ₹13,380 31 Dec 19 ₹15,660 Returns for DSP BlackRock Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Jan 20 Duration Returns 1 Month 1.8% 3 Month 4.4% 6 Month 14.9% 1 Year 20.7% 3 Year 13.5% 5 Year 8.6% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2018 17% 2017 -7.5% 2016 40% 2015 4.1% 2014 -0.7% 2013 53% 2012 0.1% 2011 33.3% 2010 -23.9% 2009 19.8% Fund Manager information for DSP BlackRock Equity Fund
Name Since Tenure Atul Bhole 1 Jun 16 3 Yr. Data below for DSP BlackRock Equity Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Financial Services 40.07% Basic Materials 10.98% Consumer Cyclical 10.15% Health Care 8.67% Industrials 8.06% Consumer Defensive 7.71% Technology 4.74% Energy 3.31% Communication Services 2.66% Real Estate 2.04% Utility 0.9% Asset Allocation
Asset Class Value Cash 0.71% Equity 99.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000349% ₹277 Cr 680,227
↑ 7,667 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK8% ₹252 Cr 4,911,084 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK8% ₹240 Cr 1,884,875
↑ 99,496 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK4% ₹130 Cr 803,929
↑ 19,430 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | 5006963% ₹108 Cr 531,581
↓ -33,909 Asian Paints Ltd (Basic Materials)
Equity, Since 30 Jun 16 | 5008203% ₹101 Cr 594,754
↓ -7,557 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322153% ₹100 Cr 1,351,418
↑ 370,067 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 17 | ULTRACEMCO3% ₹92 Cr 216,008
↑ 29,761 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Dec 17 | ALKEM3% ₹91 Cr 447,036
↑ 84,902 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL3% ₹85 Cr 1,912,109
↑ 1,912,109
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.
Talk to our investment specialist
How to Invest in Flexi Cap Funds Online?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
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.
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2020 Shepard Technologies Private Limited. All Rights Reserved