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Fincash » Mutual Funds » Best Flexi Cap Equity Funds

Best Flexi Cap Equity Mutual Funds To Invest In 2021

Updated on April 12, 2021 , 16179 views

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.

flexi-cap

Top 5 Best Performing Diversified Flexi Cap Equity Mutual Funds 2021

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Principal Multi Cap Growth Fund Growth ₹176.47
↑ 1.86
₹7152.924.560.36.513.815
L&T Equity Fund Growth ₹99.992
↑ 1.10
₹2,5960.520.456.96.311.313.2
BNP Paribas Multi Cap Fund Growth ₹59.311
↑ 0.54
₹5262.824.9547.412.110.3
IDFC Focused Equity Fund Growth ₹44.83
↑ 0.72
₹1,438-4.310.649.8412.614.9
Baroda Pioneer Multi Cap Fund Growth ₹128.69
↑ 1.81
₹984227.961.28.712.219.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Apr 21
*Above is list of funds having Net Assets above 500 Crore

1. Principal Multi Cap Growth Fund

(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 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% .

Below is the key information for Principal Multi Cap Growth Fund

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.

DateValue
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

Principal Multi Cap Growth Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Principal Multi Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 21

DurationReturns
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
YearReturns
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
NameSinceTenure
Ravi Gopalakrishnan29 Jul 191.68 Yr.
Siddarth Mohta28 Aug 182.59 Yr.

Data below for Principal Multi Cap Growth Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services28.73%
Technology15.18%
Industrials13.6%
Basic Materials10.48%
Consumer Cyclical9.96%
Consumer Defensive6.14%
Health Care4.54%
Energy3.3%
Real Estate2.83%
Communication Services2.07%
Asset Allocation
Asset ClassValue
Cash3.11%
Equity96.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
6%₹41 Cr266,320
↓ -22,735
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹38 Cr628,352
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
4%₹30 Cr238,829
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Jan 05 | RELIANCE
3%₹24 Cr113,050
↓ -7,525
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 20 | 540699
3%₹22 Cr11,065
↓ -665
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 500034
3%₹20 Cr37,800
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 08 | HDFC
3%₹19 Cr76,060
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 12 | JKCEMENT
2%₹16 Cr58,907
↓ -6,970
State Bank of India (Financial Services)
Equity, Since 30 Nov 08 | SBIN
2%₹16 Cr399,379
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 18 | BHARTIARTL
2%₹15 Cr265,543
↓ -18,920

2. L&T Equity Fund

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 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% .

Below is the key information for L&T Equity Fund

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.

DateValue
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

L&T Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for L&T Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 21

DurationReturns
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
YearReturns
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
NameSinceTenure
Venugopal Manghat17 Dec 191.29 Yr.
Vihang Naik17 Dec 191.29 Yr.
Alok Ranjan1 Oct 191.5 Yr.

Data below for L&T Equity Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services28.9%
Technology15.62%
Basic Materials12.59%
Consumer Defensive9.31%
Consumer Cyclical8.89%
Health Care7.62%
Industrials6.33%
Energy5.84%
Communication Services3.3%
Utility0.67%
Asset Allocation
Asset ClassValue
Cash0.93%
Equity99.06%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK
7%₹173 Cr1,125,200
↑ 45,800
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹154 Cr2,581,229
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Aug 18 | RELIANCE
5%₹133 Cr637,400
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
5%₹120 Cr958,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS
5%₹119 Cr412,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 17 | HDFC
4%₹111 Cr436,300
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Dec 16 | HCLTECH
4%₹107 Cr1,178,200
↓ -271,600
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | 540376
3%₹80 Cr266,523
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 14 | RAMCOCEM
3%₹79 Cr813,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
3%₹76 Cr428,000

3. BNP Paribas Multi Cap Fund

(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 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% .

Below is the key information for BNP Paribas Multi Cap Fund

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.

DateValue
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

BNP Paribas Multi Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for BNP Paribas Multi Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 21

DurationReturns
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
YearReturns
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
NameSinceTenure
Abhijeet Dey7 Oct 164.48 Yr.
Karthikraj Lakshamanan16 Nov 164.38 Yr.

Data below for BNP Paribas Multi Cap Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services26.61%
Technology16.36%
Basic Materials16.26%
Consumer Cyclical12.43%
Consumer Defensive6.29%
Utility5.15%
Energy5%
Communication Services4.2%
Health Care4.15%
Industrials2.83%
Asset Allocation
Asset ClassValue
Cash0.73%
Equity99.27%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK
8%₹43 Cr277,100
↓ -10,200
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK
6%₹32 Cr529,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 12 | INFY
6%₹30 Cr242,000
↓ -13,000
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Jun 18 | RELIANCE
5%₹26 Cr126,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 19 | BHARTIARTL
3%₹15 Cr274,000
↓ -35,000
Gujarat Gas Ltd (Utilities)
Equity, Since 31 Mar 17 | 539336
3%₹15 Cr305,000
↓ -50,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 18 | TCS
3%₹14 Cr47,000
↓ -9,000
Avanti Feeds Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | 512573
2%₹13 Cr275,126
UTI Asset Management Co Ltd (Financial Services)
Equity, Since 30 Sep 20 | 543238
2%₹13 Cr221,000
Century Plyboards (India) Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | 532548
2%₹12 Cr397,403

4. IDFC Focused Equity Fund

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 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% .

Below is the key information for IDFC Focused Equity Fund

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.

DateValue
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

IDFC Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for IDFC Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 21

DurationReturns
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
YearReturns
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
NameSinceTenure
Sumit Agrawal20 Oct 164.45 Yr.

Data below for IDFC Focused Equity Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services34.89%
Technology16.82%
Consumer Cyclical13.88%
Basic Materials9.6%
Energy8.18%
Industrials5.99%
Communication Services5.07%
Consumer Defensive4.16%
Health Care1.16%
Asset Allocation
Asset ClassValue
Cash0.25%
Equity99.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
9%₹127 Cr2,120,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | HDFCBANK
8%₹117 Cr760,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY
8%₹113 Cr900,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
7%₹98 Cr2,500,000
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Jun 18 | 541557
6%₹90 Cr388,000
↓ -12,000
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Jul 18 | RELIANCE
6%₹90 Cr430,000
↓ -90,000
EPL Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 20 | 500135
5%₹73 Cr3,400,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL
5%₹73 Cr1,309,838
↓ -1,490,162
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 19 | TCS
5%₹72 Cr250,000
SIS Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 17 | 540673
4%₹57 Cr1,335,000
↓ -25,000

5. Baroda Pioneer Multi Cap Fund

(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 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% .

Below is the key information for Baroda Pioneer Multi Cap Fund

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.

DateValue
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

Baroda Pioneer Multi Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Baroda Pioneer Multi Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 21

DurationReturns
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
YearReturns
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
NameSinceTenure
Sanjay Chawla1 Nov 155.42 Yr.

Data below for Baroda Pioneer Multi Cap Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services23.16%
Technology16.29%
Basic Materials15.18%
Consumer Cyclical10.65%
Industrials9.04%
Health Care4.31%
Communication Services3.98%
Consumer Defensive3.73%
Utility2.91%
Real Estate1.25%
Asset Allocation
Asset ClassValue
Cash1.22%
Equity98.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
7%₹71 Cr570,000
↑ 50,000
Reliance Industries Ltd.
Equity, Since 31 Jan 21 | -
6%₹63 Cr520,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
6%₹55 Cr925,000
↓ -75,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
6%₹55 Cr360,000
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Oct 20 | 540750
3%₹26 Cr900,000
Radico Khaitan Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 30 Sep 20 | 532497
2%₹24 Cr428,000
↑ 16,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Jan 20 | 532286
2%₹24 Cr710,000
Hindalco Industries Ltd Shs Dematerialised (Basic Materials)
Equity, Since 31 Aug 20 | HINDALCO
2%₹24 Cr700,000
↓ -262,000
Mphasis Ltd (Technology)
Equity, Since 31 Oct 20 | 526299
2%₹21 Cr130,000
↑ 20,000
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 30 Sep 20 | 542216
2%₹21 Cr148,590

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%.

Disclaimer:
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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