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Best Flexi Cap Equity Mutual Funds To Invest In 2019
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 2019
(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 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 (%) 2018 (%) Principal Multi Cap Growth Fund Growth ₹145.09
↑ 0.91 ₹808 5 7.5 -1 16.3 16.8 -8.7 L&T Equity Fund Growth ₹82.82
↑ 0.60 ₹2,518 4.9 6.6 -1.1 12.2 14.2 -4.5 BNP Paribas Multi Cap Fund Growth ₹46.956
↑ 0.47 ₹743 5.7 7.7 -2.3 11.8 15.7 -12 IDFC Focused Equity Fund Growth ₹37.02
↑ 0.35 ₹1,529 4 3.8 -7.4 14.3 11.8 -12.7 Parag Parikh Long Term Equity Fund Growth ₹25.2085
↑ 0.12 ₹1,619 7 7.6 9.2 14.3 15.5 -0.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 19 1. Principal Multi Cap Growth Fund
CAGR/Annualized return of 15.6% since its launch. Ranked 12 in Multi Cap category. Return for 2018 was -8.7% , 2017 was 48.7% and 2016 was 6.4% . Principal Multi Cap Growth Fund
Growth Launch Date 25 Oct 00 NAV (16 Apr 19) ₹145.09 ↑ 0.91 (0.63 %) Net Assets (Cr) ₹808 on 28 Feb 19 Category Equity - Multi Cap AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.78 Sharpe Ratio -0.73 Information Ratio 0.38 Alpha Ratio -7.41 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 14 ₹10,000 31 Mar 15 ₹14,277 31 Mar 16 ₹13,494 31 Mar 17 ₹17,968 31 Mar 18 ₹20,994 31 Mar 19 ₹21,580 Returns for Principal Multi Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 19 Duration Returns 1 Month 2.9% 3 Month 5% 6 Month 7.5% 1 Year -1% 3 Year 16.3% 5 Year 16.8% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2009 79.9% Fund Manager information for Principal Multi Cap Growth Fund
Name Since Tenure P.V.K. Mohan 1 Sep 10 8.42 Yr. Siddarth Mohta 28 Aug 18 0.43 Yr. Data below for Principal Multi Cap Growth Fund as on 28 Feb 19
Equity Sector Allocation
Sector Value Financial Services 30.75% Consumer Defensive 13.55% Basic Materials 10.48% Technology 10.39% Consumer Cyclical 8.63% Industrials 8.35% Utility 5.45% Energy 4.59% Health Care 4.33% Communication Services 1.36% Asset Allocation
Asset Class Value Cash 1.53% Equity 97.88% Debt 0.59% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK5% ₹47 Cr 201,365 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK5% ₹44 Cr 1,108,437 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE5% ₹40 Cr 294,332 State Bank of India (Financial Services)
Equity, Since 30 Nov 08 | SBIN4% ₹33 Cr 1,031,789
↑ 240,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 08 | ITC4% ₹32 Cr 1,076,641 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 14 | TCS3% ₹29 Cr 143,460 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | KOTAKBANK3% ₹26 Cr 192,252 Tata Power Co Ltd (Utilities)
Equity, Since 30 Nov 17 | 5004003% ₹25 Cr 3,432,490
↑ 310,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT3% ₹24 Cr 172,696 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 15 | 5008503% ₹22 Cr 1,423,007
↑ 240,000 2. L&T Equity Fund
CAGR/Annualized return of 16.4% since its launch. Ranked 25 in Multi Cap category. Return for 2018 was -4.5% , 2017 was 34.2% and 2016 was 3.6% . L&T Equity Fund
Growth Launch Date 16 May 05 NAV (16 Apr 19) ₹82.82 ↑ 0.60 (0.73 %) Net Assets (Cr) ₹2,518 on 28 Feb 19 Category Equity - Multi Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.41 Sharpe Ratio -0.71 Information Ratio -1.01 Alpha Ratio -6.02 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 14 ₹10,000 31 Mar 15 ₹14,821 31 Mar 16 ₹13,525 31 Mar 17 ₹16,726 31 Mar 18 ₹18,664 31 Mar 19 ₹19,284 Returns for L&T Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 19 Duration Returns 1 Month 2.1% 3 Month 4.9% 6 Month 6.6% 1 Year -1.1% 3 Year 12.2% 5 Year 14.2% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2009 86.1% Fund Manager information for L&T Equity Fund
Name Since Tenure S.N. Lahiri 24 Nov 12 6.19 Yr. Karan Desai 3 Feb 17 1.99 Yr. Data below for L&T Equity Fund as on 28 Feb 19
Equity Sector Allocation
Sector Value Financial Services 31.87% Technology 14.99% Industrials 12.22% Basic Materials 10.96% Consumer Defensive 6.57% Consumer Cyclical 6.38% Health Care 6.08% Energy 4.65% Communication Services 2.01% Utility 1.48% Asset Allocation
Asset Class Value Cash 2.73% Equity 97.21% Other 0.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK7% ₹191 Cr 4,780,300
↑ 357,900 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK7% ₹177 Cr 762,100 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 06 | LT6% ₹154 Cr 1,115,050 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE4% ₹114 Cr 835,200 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS4% ₹112 Cr 561,600 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 17 | HDFC4% ₹98 Cr 499,000
↓ -50,000 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5322153% ₹94 Cr 1,211,200 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY3% ₹86 Cr 1,161,600 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 07 | ITC3% ₹79 Cr 2,662,000 State Bank of India (Financial Services)
Equity, Since 30 Jun 18 | SBIN3% ₹77 Cr 2,404,200 3. BNP Paribas Multi Cap Fund
CAGR/Annualized return of 12.1% since its launch. Ranked 18 in Multi Cap category. Return for 2018 was -12% , 2017 was 42.6% and 2016 was 1.9% . BNP Paribas Multi Cap Fund
Growth Launch Date 15 Sep 05 NAV (16 Apr 19) ₹46.956 ↑ 0.47 (1.00 %) Net Assets (Cr) ₹743 on 28 Feb 19 Category Equity - Multi Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.78 Sharpe Ratio -0.98 Information Ratio -0.89 Alpha Ratio -9.62 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 14 ₹10,000 31 Mar 15 ₹15,486 31 Mar 16 ₹14,565 31 Mar 17 ₹18,172 31 Mar 18 ₹20,049 31 Mar 19 ₹20,478 Returns for BNP Paribas Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 19 Duration Returns 1 Month 2.8% 3 Month 5.7% 6 Month 7.7% 1 Year -2.3% 3 Year 11.8% 5 Year 15.7% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2009 81% Fund Manager information for BNP Paribas Multi Cap Fund
Name Since Tenure Abhijeet Dey 7 Oct 16 2.4 Yr. Karthikraj Lakshamanan 16 Nov 16 2.29 Yr. Data below for BNP Paribas Multi Cap Fund as on 28 Feb 19
Equity Sector Allocation
Sector Value Financial Services 40.13% Basic Materials 14.29% Technology 9.83% Consumer Defensive 8.97% Industrials 8.8% Consumer Cyclical 5.8% Energy 5.72% Utility 3% Communication Services 0.99% Asset Allocation
Asset Class Value Cash 2.47% Equity 97.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK10% ₹79 Cr 340,000
↓ -5,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK8% ₹63 Cr 1,570,000
↓ -90,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322155% ₹40 Cr 510,000
↑ 50,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 12 | INFY5% ₹36 Cr 479,000
↓ -82,200 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 18 | KOTAKBANK4% ₹29 Cr 215,000
↓ -15,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 18 | TCS4% ₹28 Cr 137,800
↓ -12,200 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5333983% ₹27 Cr 440,000
↑ 10,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 18 | RELIANCE3% ₹25 Cr 185,400 Petronet LNG Ltd (Energy)
Equity, Since 31 May 18 | 5325223% ₹20 Cr 780,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 18 | LT2% ₹20 Cr 141,500
↓ -28,500 4. IDFC Focused Equity Fund
CAGR/Annualized return of 10.5% since its launch. Ranked 13 in Multi Cap category. Return for 2018 was -12.7% , 2017 was 54.4% and 2016 was 1.8% . IDFC Focused Equity Fund
Growth Launch Date 16 Mar 06 NAV (16 Apr 19) ₹37.02 ↑ 0.35 (0.95 %) Net Assets (Cr) ₹1,529 on 28 Feb 19 Category Equity - Multi Cap AMC IDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.57 Sharpe Ratio -1.17 Information Ratio -0.24 Alpha Ratio -17.64 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 14 ₹10,000 31 Mar 15 ₹13,152 31 Mar 16 ₹11,535 31 Mar 17 ₹14,186 31 Mar 18 ₹18,049 31 Mar 19 ₹17,073 Returns for IDFC Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 19 Duration Returns 1 Month 2.6% 3 Month 4% 6 Month 3.8% 1 Year -7.4% 3 Year 14.3% 5 Year 11.8% 10 Year 15 Year Since launch 10.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2009 66.9% Fund Manager information for IDFC Focused Equity Fund
Name Since Tenure Sumit Agrawal 20 Oct 16 2.28 Yr. Data below for IDFC Focused Equity Fund as on 28 Feb 19
Equity Sector Allocation
Sector Value Financial Services 37.2% Consumer Defensive 16.17% Consumer Cyclical 11.68% Technology 10.36% Energy 6.73% Industrials 6.71% Basic Materials 4.47% Health Care 2.74% Asset Allocation
Asset Class Value Cash 3.94% Equity 96.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK8% ₹130 Cr 3,248,000
↓ -300,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE7% ₹109 Cr 800,000
↑ 552,000 Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Nov 18 | NESTLEIND6% ₹97 Cr 88,888
↑ 17,088 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322156% ₹94 Cr 1,204,000
↓ -40,000 RBL Bank Ltd (Financial Services)
Equity, Since 31 Mar 17 | RBLBANK5% ₹81 Cr 1,188,888 GlaxoSmithKline Consumer Healthcare Ltd (Consumer Defensive)
Equity, Since 31 May 18 | 5006765% ₹79 Cr 108,888
↑ 7,700 Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Jun 18 | 5415574% ₹72 Cr 584,000
↑ 11,200 Tech Mahindra Ltd (Technology)
Equity, Since 31 Dec 18 | 5327554% ₹66 Cr 848,000
↑ 360,000 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 19 | M&MFIN4% ₹65 Cr 1,540,000
↑ 160,000 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 5323434% ₹59 Cr 1,248,000
↑ 1,248,000 5. Parag Parikh Long Term Equity Fund
CAGR/Annualized return of 17% since its launch. Ranked 34 in Multi Cap category. Return for 2018 was -0.4% , 2017 was 29.4% and 2016 was 3.3% . Parag Parikh Long Term Equity Fund
Growth Launch Date 24 May 13 NAV (16 Apr 19) ₹25.2085 ↑ 0.12 (0.46 %) Net Assets (Cr) ₹1,619 on 28 Feb 19 Category Equity - Multi Cap AMC PPFAS Asset Management Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.48 Sharpe Ratio 0 Information Ratio -0.11 Alpha Ratio 3.16 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 14 ₹10,000 31 Mar 15 ₹13,875 31 Mar 16 ₹14,302 31 Mar 17 ₹16,614 31 Mar 18 ₹18,996 31 Mar 19 ₹21,183 Returns for Parag Parikh Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 19 Duration Returns 1 Month 1.4% 3 Month 7% 6 Month 7.6% 1 Year 9.2% 3 Year 14.3% 5 Year 15.5% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 2018 -0.4% 2017 29.4% 2016 3.3% 2015 8.9% 2014 44.8% 2013 2012 2011 2010 2009 Fund Manager information for Parag Parikh Long Term Equity Fund
Name Since Tenure Raj Mehta 27 Jan 16 3.01 Yr. Rajeev Thakkar 24 May 13 5.69 Yr. Raunak Onkar 24 May 13 5.69 Yr. Data below for Parag Parikh Long Term Equity Fund as on 28 Feb 19
Equity Sector Allocation
Sector Value Financial Services 29.92% Technology 24.49% Consumer Cyclical 20.54% Health Care 5.9% Consumer Defensive 5.74% Basic Materials 4.64% Industrials 2.49% Utility 1.19% Asset Allocation
Asset Class Value Cash 19.19% Equity 80.35% Other 0.46% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cash Offset For Derivatives
Derivative Margin | -36% ₹628 Cr 62,782
↑ 1,747 Cur_usdinr-26apr2019 Fut #
- | -22% -₹375 Cr 53,900,000
↑ 53,900,000 Alphabet Inc Class C (Technology)
Equity, Since 31 Oct 15 | GOOG10% ₹166 Cr 20,537
↑ 843 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK8% ₹143 Cr 615,253 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 5004907% ₹115 Cr 336,933 Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT5% ₹89 Cr 1,412,592 Suzuki Motor Corp ADR (Consumer Cyclical)
Equity, Since 31 Dec 17 | SZKMY5% ₹88 Cr 70,884
↑ 21,855 Hdfc-25apr2019 Fut #
Derivatives | -5% -₹81 Cr 411,500
↑ 411,500 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC5% ₹81 Cr 411,500 Facebook Inc A (Technology)
Equity, Since 31 Jul 17 | FB5% ₹79 Cr 69,243
↑ 8,900
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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