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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
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 (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 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 (%) 2019 (%) IDFC Focused Equity Fund Growth ₹37.89
↑ 0.94 ₹1,264 23.1 -4.2 14.8 1.4 6.4 8.9 L&T Equity Fund Growth ₹79.063
↑ 0.93 ₹2,189 19.9 -5.4 1.7 0.9 4.3 4.9 Principal Multi Cap Growth Fund Growth ₹133.35
↑ 1.99 ₹608 17.7 -8.2 1.3 -0.1 5.9 3.9 BNP Paribas Multi Cap Fund Growth ₹45.171
↑ 0.60 ₹548 14.1 -12.3 0.7 -0.5 4.2 13.2 Parag Parikh Long Term Equity Fund Growth ₹29.5694
↑ 0.25 ₹3,514 27.6 6.7 20.8 12 11.4 14.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Aug 20 1. IDFC Focused Equity Fund
CAGR/Annualized return of 9.7% 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 (04 Aug 20) ₹37.89 ↑ 0.94 (2.54 %) Net Assets (Cr) ₹1,264 on 30 Jun 20 Category Equity - Multi Cap AMC IDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio -0.2 Information Ratio -0.32 Alpha Ratio 2.28 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 Jul 15 ₹10,000 31 Jul 16 ₹9,888 31 Jul 17 ₹13,144 31 Jul 18 ₹14,365 31 Jul 19 ₹11,996 31 Jul 20 ₹13,357 Returns for IDFC Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 20 Duration Returns 1 Month 9.2% 3 Month 23.1% 6 Month -4.2% 1 Year 14.8% 3 Year 1.4% 5 Year 6.4% 10 Year 15 Year Since launch 9.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2010 16.5% Fund Manager information for IDFC Focused Equity Fund
Name Since Tenure Sumit Agrawal 20 Oct 16 3.7 Yr. Data below for IDFC Focused Equity Fund as on 30 Jun 20
Equity Sector Allocation
Sector Value Financial Services 23.29% Basic Materials 12.8% Consumer Cyclical 11.77% Technology 11.75% Communication Services 9.06% Energy 8.95% Health Care 8.49% Consumer Defensive 7.28% Industrials 4.23% Asset Allocation
Asset Class Value Cash 2.01% Equity 97.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL9% ₹115 Cr 2,045,519
↑ 330,743 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE9% ₹113 Cr 664,036
↑ 122,706 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | HDFCBANK7% ₹88 Cr 829,221
↓ -85,766 Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Jun 18 | 5415577% ₹85 Cr 456,515
↓ -2,795 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK6% ₹76 Cr 2,157,048
↓ -138,451 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 20 | M&M5% ₹63 Cr 1,236,727
↑ 1,046,744 Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY5% ₹58 Cr 791,537
↓ -432,588 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 19 | HDFC5% ₹58 Cr 331,003
↓ -40,695 Security and Intelligence Services (India) Ltd (Industrials)
Equity, Since 31 Jul 17 | 5406734% ₹53 Cr 1,404,551
↓ -17,964 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 19 | TCS4% ₹48 Cr 232,622
↓ -199,968 2. L&T Equity Fund
CAGR/Annualized return of 14.6% 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 (04 Aug 20) ₹79.063 ↑ 0.93 (1.19 %) Net Assets (Cr) ₹2,189 on 30 Jun 20 Category Equity - Multi Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio -0.31 Information Ratio -0.8 Alpha Ratio -1.14 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 Jul 15 ₹10,000 31 Jul 16 ₹10,295 31 Jul 17 ₹12,083 31 Jul 18 ₹13,231 31 Jul 19 ₹12,283 31 Jul 20 ₹12,238 Returns for L&T Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 20 Duration Returns 1 Month 6.1% 3 Month 19.9% 6 Month -5.4% 1 Year 1.7% 3 Year 0.9% 5 Year 4.3% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2010 26.9% Fund Manager information for L&T Equity Fund
Name Since Tenure Venugopal Manghat 17 Dec 19 0.54 Yr. Vihang Naik 17 Dec 19 0.54 Yr. Alok Ranjan 1 Oct 19 0.75 Yr. Data below for L&T Equity Fund as on 30 Jun 20
Equity Sector Allocation
Sector Value Financial Services 18.53% Health Care 14.69% Consumer Defensive 13.33% Technology 13.16% Basic Materials 11.67% Industrials 7.18% Energy 6.29% Consumer Cyclical 6.01% Communication Services 4.31% Utility 1.95% Asset Allocation
Asset Class Value Cash 2.3% Equity 97.67% Other 0.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE6% ₹127 Cr 744,700 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK6% ₹125 Cr 1,173,400 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS4% ₹95 Cr 456,700 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL4% ₹94 Cr 1,686,700 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 16 | HCLTECH4% ₹89 Cr 1,592,400
↑ 387,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 07 | ITC4% ₹84 Cr 4,335,500 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 17 | 5006963% ₹73 Cr 336,700 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY3% ₹69 Cr 937,800 Dishman Carbogen Amics Ltd (Healthcare)
Equity, Since 31 Dec 19 | 5407013% ₹62 Cr 5,075,087 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | 5403763% ₹62 Cr 266,523 3. Principal Multi Cap Growth Fund
CAGR/Annualized return of 14% 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 (04 Aug 20) ₹133.35 ↑ 1.99 (1.51 %) Net Assets (Cr) ₹608 on 30 Jun 20 Category Equity - Multi Cap AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.78 Sharpe Ratio -0.36 Information Ratio -0.6 Alpha Ratio -2.54 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 Jul 15 ₹10,000 31 Jul 16 ₹10,363 31 Jul 17 ₹13,552 31 Jul 18 ₹14,520 31 Jul 19 ₹13,411 31 Jul 20 ₹13,294 Returns for Principal Multi Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 20 Duration Returns 1 Month 4.8% 3 Month 17.7% 6 Month -8.2% 1 Year 1.3% 3 Year -0.1% 5 Year 5.9% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 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% 2010 14.1% Fund Manager information for Principal Multi Cap Growth Fund
Name Since Tenure Ravi Gopalakrishnan 29 Jul 19 0.92 Yr. Siddarth Mohta 28 Aug 18 1.84 Yr. Data below for Principal Multi Cap Growth Fund as on 30 Jun 20
Equity Sector Allocation
Sector Value Financial Services 29.54% Technology 11.49% Basic Materials 10.7% Consumer Cyclical 10.68% Energy 9.71% Industrials 7.8% Consumer Defensive 7.08% Health Care 5.56% Communication Services 3.63% Utility 0.5% Asset Allocation
Asset Class Value Cash 2.97% Equity 97.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE9% ₹52 Cr 305,299 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK8% ₹48 Cr 454,230 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY5% ₹29 Cr 397,354 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 14 | TCS4% ₹26 Cr 123,360 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹26 Cr 728,562
↓ -82,670 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 18 | BHARTIARTL4% ₹22 Cr 393,338 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 08 | HDFC3% ₹21 Cr 119,478
↑ 32,075 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | 5006963% ₹20 Cr 90,504 Treps 01-Jul-2020
CBLO/Reverse Repo | -3% ₹19 Cr Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | KOTAKBANK3% ₹18 Cr 135,322
↑ 22,800 4. BNP Paribas Multi Cap Fund
CAGR/Annualized return of 10.7% 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 (04 Aug 20) ₹45.171 ↑ 0.60 (1.35 %) Net Assets (Cr) ₹548 on 30 Jun 20 Category Equity - Multi Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.78 Sharpe Ratio -0.24 Information Ratio -0.35 Alpha Ratio 1.23 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 Jul 15 ₹10,000 31 Jul 16 ₹10,037 31 Jul 17 ₹12,473 31 Jul 18 ₹12,643 31 Jul 19 ₹12,194 31 Jul 20 ₹12,177 Returns for BNP Paribas Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 20 Duration Returns 1 Month 1.9% 3 Month 14.1% 6 Month -12.3% 1 Year 0.7% 3 Year -0.5% 5 Year 4.2% 10 Year 15 Year Since launch 10.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2010 21.8% Fund Manager information for BNP Paribas Multi Cap Fund
Name Since Tenure Abhijeet Dey 7 Oct 16 3.73 Yr. Karthikraj Lakshamanan 16 Nov 16 3.62 Yr. Data below for BNP Paribas Multi Cap Fund as on 30 Jun 20
Equity Sector Allocation
Sector Value Financial Services 28.64% Basic Materials 16.2% Technology 12.35% Utility 9.17% Energy 8.58% Consumer Defensive 7.7% Communication Services 4.51% Health Care 3.6% Consumer Cyclical 3.52% Industrials 0.56% Asset Allocation
Asset Class Value Cash 5.16% Equity 94.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK8% ₹43 Cr 400,000
↓ -27,000 Treps
CBLO/Reverse Repo | -5% ₹28 Cr ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK5% ₹28 Cr 800,000
↓ -44,800 Infosys Ltd (Technology)
Equity, Since 30 Sep 12 | INFY5% ₹27 Cr 367,000
↑ 42,000 Gujarat Gas Ltd (Utilities)
Equity, Since 31 Mar 17 | 5393365% ₹25 Cr 800,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 18 | TCS5% ₹25 Cr 121,800
↑ 11,400 Gujarat State Petronet Ltd (Utilities)
Equity, Since 31 Jan 16 | 5327025% ₹25 Cr 1,125,000
↑ 71,000 Petronet LNG Ltd (Energy)
Equity, Since 31 May 18 | 5325224% ₹23 Cr 900,000
↑ 42,500 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 18 | KOTAKBANK4% ₹23 Cr 166,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 19 | BHARTIARTL4% ₹21 Cr 375,000 5. Parag Parikh Long Term Equity Fund
CAGR/Annualized return of 16.3% since its launch. Ranked 34 in Multi Cap category. Return for 2019 was 14.4% , 2018 was -0.4% and 2017 was 29.4% . Parag Parikh Long Term Equity Fund
Growth Launch Date 24 May 13 NAV (04 Aug 20) ₹29.5694 ↑ 0.25 (0.85 %) Net Assets (Cr) ₹3,514 on 30 Jun 20 Category Equity - Multi Cap AMC PPFAS Asset Management Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.48 Sharpe Ratio 0.24 Information Ratio 0.81 Alpha Ratio 14.04 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 Jul 15 ₹10,000 31 Jul 16 ₹10,613 31 Jul 17 ₹12,461 31 Jul 18 ₹14,564 31 Jul 19 ₹14,477 31 Jul 20 ₹17,179 Returns for Parag Parikh Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 20 Duration Returns 1 Month 7.4% 3 Month 27.6% 6 Month 6.7% 1 Year 20.8% 3 Year 12% 5 Year 11.4% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2019 14.4% 2018 -0.4% 2017 29.4% 2016 3.3% 2015 8.9% 2014 44.8% 2013 2012 2011 2010 Fund Manager information for Parag Parikh Long Term Equity Fund
Name Since Tenure Raj Mehta 27 Jan 16 4.43 Yr. Rajeev Thakkar 24 May 13 7.11 Yr. Raunak Onkar 24 May 13 7.11 Yr. Data below for Parag Parikh Long Term Equity Fund as on 30 Jun 20
Equity Sector Allocation
Sector Value Financial Services 24.64% Consumer Cyclical 24.03% Technology 15.77% Communication Services 13.81% Health Care 8.29% Consumer Defensive 7.8% Asset Allocation
Asset Class Value Cash 5.67% Equity 94.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN9% ₹310 Cr 15,323 Alphabet Inc Class C (Communication Services)
Equity, Since 31 Oct 15 | GOOG8% ₹278 Cr 26,373 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK7% ₹244 Cr 2,285,909 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 5004906% ₹220 Cr 863,323 Facebook Inc A (Communication Services)
Equity, Since 31 Jul 17 | FB6% ₹207 Cr 124,349 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO6% ₹202 Cr 792,207 Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT5% ₹188 Cr 2,958,527 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC5% ₹180 Cr 9,265,842
↑ 1,000,000 Treps 01-Jul-2020
CBLO/Reverse Repo | -5% ₹180 Cr Mphasis Ltd (Technology)
Equity, Since 30 Jun 13 | 5262995% ₹172 Cr 1,955,578
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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