Table of Contents
- Top 5 Best Performing Diversified Flexi Cap Equity Mutual Funds 2021
- Benefits of Investing in Flexi Cap Funds
- How to Invest in Flexi Cap Funds Online?
- FAQs
- 1. Do Flexi-cap equity mutual funds produce better returns?
- 2. What is the SEBI mandate regarding equity investments in Flexi-cap?
- 3. How can a fund manager help you in Flexi-cap investments?
- 4. Is there any exit load if I invest in Flexi-cap mutual funds?
- 5. What are green Flexi-cap funds?
- 6. How will I identify the best performing Flexi-cap fund?
Top 5 Equity - Multi Cap Funds
Best Flexi Cap Equity Mutual Funds To Invest In 2021
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 2021
(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 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 Baroda Pioneer Growth Fund) To generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments. Baroda Pioneer Multi Cap Fund is a Equity - Multi Cap fund was launched on 12 Sep 03. It is a fund with Moderately High risk and has given a Below is the key information for Baroda Pioneer 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 (%) 2020 (%) Principal Multi Cap Growth Fund Growth ₹176.47
↑ 1.86 ₹715 2.9 24.5 60.3 6.5 13.8 15 L&T Equity Fund Growth ₹99.992
↑ 1.10 ₹2,596 0.5 20.4 56.9 6.3 11.3 13.2 BNP Paribas Multi Cap Fund Growth ₹59.311
↑ 0.54 ₹526 2.8 24.9 54 7.4 12.1 10.3 IDFC Focused Equity Fund Growth ₹44.83
↑ 0.72 ₹1,438 -4.3 10.6 49.8 4 12.6 14.9 Baroda Pioneer Multi Cap Fund Growth ₹128.69
↑ 1.81 ₹984 2 27.9 61.2 8.7 12.2 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Apr 21 1. Principal Multi Cap Growth Fund
CAGR/Annualized return of 15.1% since its launch. Ranked 12 in Multi Cap category. Return for 2020 was 15% , 2019 was 3.9% and 2018 was -8.7% . Principal Multi Cap Growth Fund
Growth Launch Date 25 Oct 00 NAV (13 Apr 21) ₹176.47 ↑ 1.86 (1.07 %) Net Assets (Cr) ₹715 on 28 Feb 21 Category Equity - Multi Cap AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.4 Sharpe Ratio 0.78 Information Ratio 0 Alpha Ratio 0 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 16 ₹10,000 31 Mar 17 ₹13,316 31 Mar 18 ₹15,559 31 Mar 19 ₹15,993 31 Mar 20 ₹11,840 31 Mar 21 ₹20,086 Returns for Principal Multi Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 21 Duration Returns 1 Month -3.7% 3 Month 2.9% 6 Month 24.5% 1 Year 60.3% 3 Year 6.5% 5 Year 13.8% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 2020 15% 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% Fund Manager information for Principal Multi Cap Growth Fund
Name Since Tenure Ravi Gopalakrishnan 29 Jul 19 1.68 Yr. Siddarth Mohta 28 Aug 18 2.59 Yr. Data below for Principal Multi Cap Growth Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Financial Services 28.73% Technology 15.18% Industrials 13.6% Basic Materials 10.48% Consumer Cyclical 9.96% Consumer Defensive 6.14% Health Care 4.54% Energy 3.3% Real Estate 2.83% Communication Services 2.07% Asset Allocation
Asset Class Value Cash 3.11% Equity 96.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK6% ₹41 Cr 266,320
↓ -22,735 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK5% ₹38 Cr 628,352 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY4% ₹30 Cr 238,829 Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Jan 05 | RELIANCE3% ₹24 Cr 113,050
↓ -7,525 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 20 | 5406993% ₹22 Cr 11,065
↓ -665 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5000343% ₹20 Cr 37,800 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 08 | HDFC3% ₹19 Cr 76,060 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 12 | JKCEMENT2% ₹16 Cr 58,907
↓ -6,970 State Bank of India (Financial Services)
Equity, Since 30 Nov 08 | SBIN2% ₹16 Cr 399,379 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 18 | BHARTIARTL2% ₹15 Cr 265,543
↓ -18,920 2. L&T Equity Fund
CAGR/Annualized return of 15.6% since its launch. Ranked 25 in Multi Cap category. Return for 2020 was 13.2% , 2019 was 4.9% and 2018 was -4.5% . L&T Equity Fund
Growth Launch Date 16 May 05 NAV (13 Apr 21) ₹99.992 ↑ 1.10 (1.11 %) Net Assets (Cr) ₹2,596 on 28 Feb 21 Category Equity - Multi Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.12 Sharpe Ratio 0.72 Information Ratio -1.29 Alpha Ratio -6.64 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 16 ₹10,000 31 Mar 17 ₹12,367 31 Mar 18 ₹13,800 31 Mar 19 ₹14,258 31 Mar 20 ₹10,325 31 Mar 21 ₹17,300 Returns for L&T Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 21 Duration Returns 1 Month -2.1% 3 Month 0.5% 6 Month 20.4% 1 Year 56.9% 3 Year 6.3% 5 Year 11.3% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis
Year Returns 2020 13.2% 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% Fund Manager information for L&T Equity Fund
Name Since Tenure Venugopal Manghat 17 Dec 19 1.29 Yr. Vihang Naik 17 Dec 19 1.29 Yr. Alok Ranjan 1 Oct 19 1.5 Yr. Data below for L&T Equity Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Financial Services 28.9% Technology 15.62% Basic Materials 12.59% Consumer Defensive 9.31% Consumer Cyclical 8.89% Health Care 7.62% Industrials 6.33% Energy 5.84% Communication Services 3.3% Utility 0.67% Asset Allocation
Asset Class Value Cash 0.93% Equity 99.06% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK7% ₹173 Cr 1,125,200
↑ 45,800 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK6% ₹154 Cr 2,581,229 Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Aug 18 | RELIANCE5% ₹133 Cr 637,400 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY5% ₹120 Cr 958,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS5% ₹119 Cr 412,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 17 | HDFC4% ₹111 Cr 436,300 HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Dec 16 | HCLTECH4% ₹107 Cr 1,178,200
↓ -271,600 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | 5403763% ₹80 Cr 266,523 Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 14 | RAMCOCEM3% ₹79 Cr 813,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK3% ₹76 Cr 428,000 3. BNP Paribas Multi Cap Fund
CAGR/Annualized return of 12.1% since its launch. Ranked 18 in Multi Cap category. Return for 2020 was 10.3% , 2019 was 13.2% and 2018 was -12% . BNP Paribas Multi Cap Fund
Growth Launch Date 15 Sep 05 NAV (13 Apr 21) ₹59.311 ↑ 0.54 (0.92 %) Net Assets (Cr) ₹526 on 28 Feb 21 Category Equity - Multi Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.34 Sharpe Ratio 0.69 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 Mar 16 ₹10,000 31 Mar 17 ₹12,476 31 Mar 18 ₹13,765 31 Mar 19 ₹14,060 31 Mar 20 ₹11,293 31 Mar 21 ₹18,296 Returns for BNP Paribas Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 21 Duration Returns 1 Month -3.7% 3 Month 2.8% 6 Month 24.9% 1 Year 54% 3 Year 7.4% 5 Year 12.1% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2020 10.3% 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% Fund Manager information for BNP Paribas Multi Cap Fund
Name Since Tenure Abhijeet Dey 7 Oct 16 4.48 Yr. Karthikraj Lakshamanan 16 Nov 16 4.38 Yr. Data below for BNP Paribas Multi Cap Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Financial Services 26.61% Technology 16.36% Basic Materials 16.26% Consumer Cyclical 12.43% Consumer Defensive 6.29% Utility 5.15% Energy 5% Communication Services 4.2% Health Care 4.15% Industrials 2.83% Asset Allocation
Asset Class Value Cash 0.73% Equity 99.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK8% ₹43 Cr 277,100
↓ -10,200 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK6% ₹32 Cr 529,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 12 | INFY6% ₹30 Cr 242,000
↓ -13,000 Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Jun 18 | RELIANCE5% ₹26 Cr 126,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 19 | BHARTIARTL3% ₹15 Cr 274,000
↓ -35,000 Gujarat Gas Ltd (Utilities)
Equity, Since 31 Mar 17 | 5393363% ₹15 Cr 305,000
↓ -50,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 18 | TCS3% ₹14 Cr 47,000
↓ -9,000 Avanti Feeds Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | 5125732% ₹13 Cr 275,126 UTI Asset Management Co Ltd (Financial Services)
Equity, Since 30 Sep 20 | 5432382% ₹13 Cr 221,000 Century Plyboards (India) Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | 5325482% ₹12 Cr 397,403 4. IDFC Focused Equity Fund
CAGR/Annualized return of 10.5% since its launch. Ranked 13 in Multi Cap category. Return for 2020 was 14.9% , 2019 was 8.9% and 2018 was -12.7% . IDFC Focused Equity Fund
Growth Launch Date 16 Mar 06 NAV (13 Apr 21) ₹44.83 ↑ 0.72 (1.63 %) Net Assets (Cr) ₹1,438 on 28 Feb 21 Category Equity - Multi Cap AMC IDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.16 Sharpe Ratio 0.66 Information Ratio -0.74 Alpha Ratio -7.6 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 16 ₹10,000 31 Mar 17 ₹12,298 31 Mar 18 ₹15,648 31 Mar 19 ₹14,801 31 Mar 20 ₹11,748 31 Mar 21 ₹18,698 Returns for IDFC Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 21 Duration Returns 1 Month -5.7% 3 Month -4.3% 6 Month 10.6% 1 Year 49.8% 3 Year 4% 5 Year 12.6% 10 Year 15 Year Since launch 10.5% Historical performance (Yearly) on absolute basis
Year Returns 2020 14.9% 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% Fund Manager information for IDFC Focused Equity Fund
Name Since Tenure Sumit Agrawal 20 Oct 16 4.45 Yr. Data below for IDFC Focused Equity Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Financial Services 34.89% Technology 16.82% Consumer Cyclical 13.88% Basic Materials 9.6% Energy 8.18% Industrials 5.99% Communication Services 5.07% Consumer Defensive 4.16% Health Care 1.16% Asset Allocation
Asset Class Value Cash 0.25% Equity 99.75% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK9% ₹127 Cr 2,120,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | HDFCBANK8% ₹117 Cr 760,000 Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY8% ₹113 Cr 900,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN7% ₹98 Cr 2,500,000 Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Jun 18 | 5415576% ₹90 Cr 388,000
↓ -12,000 Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Jul 18 | RELIANCE6% ₹90 Cr 430,000
↓ -90,000 EPL Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 20 | 5001355% ₹73 Cr 3,400,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL5% ₹73 Cr 1,309,838
↓ -1,490,162 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 19 | TCS5% ₹72 Cr 250,000 SIS Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 17 | 5406734% ₹57 Cr 1,335,000
↓ -25,000 5. Baroda Pioneer Multi Cap Fund
CAGR/Annualized return of 15.6% since its launch. Ranked 37 in Multi Cap category. Return for 2020 was 19.5% , 2019 was 8.9% and 2018 was -11.9% . Baroda Pioneer Multi Cap Fund
Growth Launch Date 12 Sep 03 NAV (13 Apr 21) ₹128.69 ↑ 1.81 (1.43 %) Net Assets (Cr) ₹984 on 28 Feb 21 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.54 Sharpe Ratio 0.92 Information Ratio 0 Alpha Ratio 0 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 16 ₹10,000 31 Mar 17 ₹12,373 31 Mar 18 ₹13,474 31 Mar 19 ₹13,748 31 Mar 20 ₹10,780 31 Mar 21 ₹18,204 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 21 Duration Returns 1 Month -4.4% 3 Month 2% 6 Month 27.9% 1 Year 61.2% 3 Year 8.7% 5 Year 12.2% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis
Year Returns 2020 19.5% 2019 8.9% 2018 -11.9% 2017 36.8% 2016 2.3% 2015 -1.6% 2014 46.5% 2013 3.6% 2012 25.7% 2011 -30% Fund Manager information for Baroda Pioneer Multi Cap Fund
Name Since Tenure Sanjay Chawla 1 Nov 15 5.42 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Financial Services 23.16% Technology 16.29% Basic Materials 15.18% Consumer Cyclical 10.65% Industrials 9.04% Health Care 4.31% Communication Services 3.98% Consumer Defensive 3.73% Utility 2.91% Real Estate 1.25% Asset Allocation
Asset Class Value Cash 1.22% Equity 98.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY7% ₹71 Cr 570,000
↑ 50,000 Reliance Industries Ltd.
Equity, Since 31 Jan 21 | -6% ₹63 Cr 520,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK6% ₹55 Cr 925,000
↓ -75,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK6% ₹55 Cr 360,000 Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Oct 20 | 5407503% ₹26 Cr 900,000 Radico Khaitan Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 30 Sep 20 | 5324972% ₹24 Cr 428,000
↑ 16,000 Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Jan 20 | 5322862% ₹24 Cr 710,000 Hindalco Industries Ltd Shs Dematerialised (Basic Materials)
Equity, Since 31 Aug 20 | HINDALCO2% ₹24 Cr 700,000
↓ -262,000 Mphasis Ltd (Technology)
Equity, Since 31 Oct 20 | 5262992% ₹21 Cr 130,000
↑ 20,000 Dalmia Bharat Ltd (Basic Materials)
Equity, Since 30 Sep 20 | 5422162% ₹21 Cr 148,590
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 25% 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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