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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
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 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 (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 (%) IDFC Focused Equity Fund Growth ₹46.55
↓ -0.24 ₹1,444 17.3 32.7 18.7 4 14.2 14.9 Principal Multi Cap Growth Fund Growth ₹169.86
↓ -1.48 ₹679 21.9 33.9 16.2 2.6 14 15 L&T Equity Fund Growth ₹98.236
↓ -1.45 ₹2,486 20.3 31.3 14.6 4.4 11.6 13.2 BNP Paribas Multi Cap Fund Growth ₹57.206
↓ -0.54 ₹546 22.7 30.9 9.4 3.3 12.2 10.3 Baroda Pioneer Multi Cap Fund Growth ₹124.37
↓ -1.68 ₹917 25.7 37.7 21.6 5.6 12 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Jan 21 1. IDFC Focused Equity Fund
CAGR/Annualized return of 10.9% 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 (15 Jan 21) ₹46.55 ↓ -0.24 (-0.51 %) Net Assets (Cr) ₹1,444 on 30 Nov 20 Category Equity - Multi Cap AMC IDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.16 Sharpe Ratio 0.36 Information Ratio -0.7 Alpha Ratio 1.19 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 15 ₹10,000 31 Dec 16 ₹10,178 31 Dec 17 ₹15,717 31 Dec 18 ₹13,717 31 Dec 19 ₹14,939 31 Dec 20 ₹17,164 Returns for IDFC Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jan 21 Duration Returns 1 Month 6.8% 3 Month 17.3% 6 Month 32.7% 1 Year 18.7% 3 Year 4% 5 Year 14.2% 10 Year 15 Year Since launch 10.9% 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 4.2 Yr. Data below for IDFC Focused Equity Fund as on 30 Nov 20
Equity Sector Allocation
Sector Value Financial Services 29.51% Technology 17.17% Consumer Cyclical 14.93% Communication Services 9.85% Basic Materials 8.85% Energy 7.67% Health Care 5.21% Industrials 4.71% Consumer Defensive 2.29% Asset Allocation
Asset Class Value Equity 100.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL10% ₹143 Cr 2,800,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK8% ₹114 Cr 2,125,901 Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY8% ₹114 Cr 904,333
↑ 264,892 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE8% ₹111 Cr 559,848
↓ -30,294 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | HDFCBANK8% ₹109 Cr 761,882 Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Jun 18 | 5415577% ₹106 Cr 419,812
↓ -2,237 EPL Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 20 | 5001356% ₹87 Cr 3,439,725
↑ 628,452 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 19 | TCS5% ₹74 Cr 259,990
↑ 101,071 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN5% ₹69 Cr 2,513,459
↓ -54,421 Security and Intelligence Services (India) Ltd (Industrials)
Equity, Since 31 Jul 17 | 5406735% ₹68 Cr 1,588,500
↓ -11,500 2. Principal Multi Cap Growth Fund
CAGR/Annualized return of 15% 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 (15 Jan 21) ₹169.86 ↓ -1.48 (-0.86 %) Net Assets (Cr) ₹679 on 30 Nov 20 Category Equity - Multi Cap AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.4 Sharpe Ratio 0.27 Information Ratio -1.25 Alpha Ratio -1.89 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 15 ₹10,000 31 Dec 16 ₹10,641 31 Dec 17 ₹15,827 31 Dec 18 ₹14,455 31 Dec 19 ₹15,024 31 Dec 20 ₹17,279 Returns for Principal Multi Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jan 21 Duration Returns 1 Month 6.7% 3 Month 21.9% 6 Month 33.9% 1 Year 16.2% 3 Year 2.6% 5 Year 14% 10 Year 15 Year Since launch 15% 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 1.43 Yr. Siddarth Mohta 28 Aug 18 2.35 Yr. Data below for Principal Multi Cap Growth Fund as on 30 Nov 20
Equity Sector Allocation
Sector Value Financial Services 34.73% Technology 12.97% Industrials 11.57% Consumer Cyclical 10.69% Basic Materials 10.33% Health Care 6.41% Energy 5.04% Consumer Defensive 4.48% Communication Services 2.56% Real Estate 1.06% Asset Allocation
Asset Class Value Cash 0.11% Equity 99.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK8% ₹54 Cr 374,930
↓ -53,805 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY6% ₹39 Cr 307,049
↓ -90,305 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK5% ₹37 Cr 692,772 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE5% ₹35 Cr 176,849
↓ -69,350 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 08 | HDFC4% ₹31 Cr 119,478 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT4% ₹24 Cr 190,231 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5000343% ₹23 Cr 44,185 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB3% ₹18 Cr 46,815
↓ -4,720 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 18 | BHARTIARTL3% ₹18 Cr 349,888
↑ 130,900 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | KOTAKBANK2% ₹17 Cr 85,637
↓ -37,335 3. L&T Equity Fund
CAGR/Annualized return of 15.7% 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 (15 Jan 21) ₹98.236 ↓ -1.45 (-1.45 %) Net Assets (Cr) ₹2,486 on 30 Nov 20 Category Equity - Multi Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.12 Sharpe Ratio 0.22 Information Ratio -0.96 Alpha Ratio -3.93 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 15 ₹10,000 31 Dec 16 ₹10,358 31 Dec 17 ₹13,899 31 Dec 18 ₹13,268 31 Dec 19 ₹13,918 31 Dec 20 ₹15,751 Returns for L&T Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jan 21 Duration Returns 1 Month 5.8% 3 Month 20.3% 6 Month 31.3% 1 Year 14.6% 3 Year 4.4% 5 Year 11.6% 10 Year 15 Year Since launch 15.7% 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 1.04 Yr. Vihang Naik 17 Dec 19 1.04 Yr. Alok Ranjan 1 Oct 19 1.25 Yr. Data below for L&T Equity Fund as on 30 Nov 20
Equity Sector Allocation
Sector Value Financial Services 24.91% Technology 16.62% Basic Materials 12.98% Health Care 10.86% Consumer Defensive 9.93% Consumer Cyclical 7.27% Industrials 6.72% Energy 5.45% Communication Services 3.07% Utility 0.58% Asset Allocation
Asset Class Value Cash 1.59% Equity 98.38% Other 0.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK6% ₹155 Cr 1,079,400 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK5% ₹138 Cr 2,581,229 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 16 | HCLTECH5% ₹137 Cr 1,449,800 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE5% ₹127 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% ₹118 Cr 412,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 17 | HDFC4% ₹112 Cr 436,300 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK3% ₹85 Cr 428,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 06 | LT3% ₹77 Cr 599,300 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | 5403763% ₹74 Cr 266,523 4. BNP Paribas Multi Cap Fund
CAGR/Annualized return of 12% 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 (15 Jan 21) ₹57.206 ↓ -0.54 (-0.94 %) Net Assets (Cr) ₹546 on 30 Nov 20 Category Equity - Multi Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.34 Sharpe Ratio 0.18 Information Ratio -1.05 Alpha Ratio -4.82 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 15 ₹10,000 31 Dec 16 ₹10,189 31 Dec 17 ₹14,528 31 Dec 18 ₹12,791 31 Dec 19 ₹14,482 31 Dec 20 ₹15,973 Returns for BNP Paribas Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jan 21 Duration Returns 1 Month 5.3% 3 Month 22.7% 6 Month 30.9% 1 Year 9.4% 3 Year 3.3% 5 Year 12.2% 10 Year 15 Year Since launch 12% 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 4.24 Yr. Karthikraj Lakshamanan 16 Nov 16 4.13 Yr. Data below for BNP Paribas Multi Cap Fund as on 30 Nov 20
Equity Sector Allocation
Sector Value Financial Services 26.53% Technology 17.64% Basic Materials 16.33% Consumer Cyclical 9.98% Consumer Defensive 6.57% Utility 6.18% Energy 4.51% Communication Services 4.49% Health Care 4.35% Industrials 2.33% Asset Allocation
Asset Class Value Cash 1.09% Equity 98.91% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK8% ₹45 Cr 312,500
↓ -34,500 Infosys Ltd (Technology)
Equity, Since 30 Sep 12 | INFY7% ₹39 Cr 309,000
↓ -47,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK6% ₹34 Cr 628,000
↑ 27,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 18 | RELIANCE5% ₹25 Cr 126,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 19 | BHARTIARTL3% ₹19 Cr 373,000
↓ -43,000 Gujarat Gas Ltd (Utilities)
Equity, Since 31 Mar 17 | 5393363% ₹18 Cr 481,000
↓ -77,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 18 | TCS3% ₹17 Cr 60,100 Gujarat State Petronet Ltd (Utilities)
Equity, Since 31 Jan 16 | 5327023% ₹16 Cr 730,000
↓ -25,000 Avanti Feeds Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | 5125733% ₹14 Cr 275,126
↑ 26,026 Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Aug 20 | 5322862% ₹14 Cr 520,000 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 (15 Jan 21) ₹124.37 ↓ -1.68 (-1.33 %) Net Assets (Cr) ₹917 on 30 Nov 20 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.54 Sharpe Ratio 0.39 Information Ratio -0.64 Alpha Ratio 1.78 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 15 ₹10,000 31 Dec 16 ₹10,230 31 Dec 17 ₹13,994 31 Dec 18 ₹12,322 31 Dec 19 ₹13,417 31 Dec 20 ₹16,036 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jan 21 Duration Returns 1 Month 6.4% 3 Month 25.7% 6 Month 37.7% 1 Year 21.6% 3 Year 5.6% 5 Year 12% 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 5.17 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 30 Nov 20
Equity Sector Allocation
Sector Value Financial Services 28.81% Basic Materials 12.96% Technology 12.21% Consumer Cyclical 11.11% Health Care 8.54% Consumer Defensive 6.49% Industrials 6.35% Utility 4.02% Communication Services 3.46% Energy 2.28% Real Estate 1.19% Asset Allocation
Asset Class Value Cash 0.78% Equity 99.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY7% ₹65 Cr 520,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK7% ₹65 Cr 450,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK6% ₹54 Cr 1,000,000
↓ -200,000 Aarti Industries Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 5242083% ₹27 Cr 220,000 Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Aug 20 | HINDALCO2% ₹23 Cr 962,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 18 | HDFC2% ₹23 Cr 90,000
↓ -10,000 City Union Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | CUB2% ₹23 Cr 1,275,000 Escorts Ltd (Industrials)
Equity, Since 31 Jan 20 | 5004952% ₹22 Cr 175,000 Dabur India Ltd (Consumer Defensive)
Equity, Since 29 Feb 20 | 5000962% ₹21 Cr 400,000 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 20 | 5244942% ₹21 Cr 95,000
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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