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 (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 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 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 ₹233.87
↑ 0.03 ₹839 16 32 78.1 18.7 15.9 15 BNP Paribas Multi Cap Fund Growth ₹76.672
↑ 0.01 ₹590 13.1 28.8 75 19.8 14.9 10.3 L&T Equity Fund Growth ₹120.792
↓ -0.14 ₹2,953 10 22.7 56.6 14.8 12.3 13.2 IDFC Focused Equity Fund Growth ₹53.82
↓ -0.17 ₹1,454 9 18.1 42.7 13.1 13.6 14.9 Baroda Pioneer Multi Cap Fund Growth ₹170.13
↓ -0.13 ₹1,116 18.3 31.1 83.7 22.1 15 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Sep 21 1. Principal Multi Cap Growth Fund
CAGR/Annualized return of 16.3% 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 (24 Sep 21) ₹233.87 ↑ 0.03 (0.01 %) Net Assets (Cr) ₹839 on 31 Aug 21 Category Equity - Multi Cap AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.48 Sharpe Ratio 3.68 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 Aug 16 ₹10,000 31 Aug 17 ₹12,237 31 Aug 18 ₹13,855 31 Aug 19 ₹12,082 31 Aug 20 ₹12,556 31 Aug 21 ₹20,729 Returns for Principal Multi Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21 Duration Returns 1 Month 8.8% 3 Month 16% 6 Month 32% 1 Year 78.1% 3 Year 18.7% 5 Year 15.9% 10 Year 15 Year Since launch 16.3% 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 2.01 Yr. Siddarth Mohta 28 Aug 18 2.93 Yr. Data below for Principal Multi Cap Growth Fund as on 31 Aug 21
Equity Sector Allocation
Sector Value Financial Services 27.05% Technology 17.4% Industrials 14.37% Basic Materials 11.83% Consumer Cyclical 10.4% Health Care 5.8% Real Estate 2.75% Energy 2.63% Consumer Defensive 2.18% Communication Services 0.9% Utility 0.51% Asset Allocation
Asset Class Value Cash 4.13% Equity 95.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK5% ₹42 Cr 616,231 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY5% ₹38 Cr 238,829 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK4% ₹36 Cr 251,475 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5000343% ₹22 Cr 35,258 Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Jan 05 | RELIANCE3% ₹21 Cr 104,503 KPIT Technologies Ltd (Technology)
Equity, Since 31 Dec 20 | 5426513% ₹21 Cr 747,150 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 20 | 5406992% ₹20 Cr 46,565 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 12 | JKCEMENT2% ₹19 Cr 58,907 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 08 | HDFC2% ₹19 Cr 76,060 eClerx Services Ltd (Technology)
Equity, Since 31 Jan 21 | 5329272% ₹18 Cr 81,800 2. BNP Paribas Multi Cap Fund
CAGR/Annualized return of 13.6% 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 (24 Sep 21) ₹76.672 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹590 on 31 Aug 21 Category Equity - Multi Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.44 Sharpe Ratio 3.36 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 Aug 16 ₹10,000 31 Aug 17 ₹12,061 31 Aug 18 ₹12,457 31 Aug 19 ₹11,811 31 Aug 20 ₹12,149 31 Aug 21 ₹19,391 Returns for BNP Paribas Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21 Duration Returns 1 Month 6.6% 3 Month 13.1% 6 Month 28.8% 1 Year 75% 3 Year 19.8% 5 Year 14.9% 10 Year 15 Year Since launch 13.6% 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 4.82 Yr. Karthikraj Lakshmanan 16 Nov 16 4.71 Yr. Data below for BNP Paribas Multi Cap Fund as on 31 Aug 21
Equity Sector Allocation
Sector Value Financial Services 25.7% Technology 16.57% Basic Materials 15.54% Consumer Cyclical 14.37% Consumer Defensive 6.48% Utility 5.47% Health Care 4.46% Energy 3.82% Industrials 3.12% Communication Services 2.03% Asset Allocation
Asset Class Value Cash 2.42% Equity 97.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK7% ₹41 Cr 284,100 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK7% ₹38 Cr 550,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 12 | INFY6% ₹37 Cr 231,250 Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Jun 18 | RELIANCE4% ₹22 Cr 108,000
↓ -2,000 Avanti Feeds Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | 5125733% ₹17 Cr 275,126 UTI Asset Management Co Ltd (Financial Services)
Equity, Since 30 Sep 20 | 5432383% ₹16 Cr 155,000
↓ -40,600 Century Plyboards (India) Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | 5325483% ₹15 Cr 366,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 18 | TCS3% ₹15 Cr 47,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 20 | SBIN2% ₹14 Cr 333,000 DCM Shriram Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5233672% ₹13 Cr 139,184
↓ -4,816 3. L&T Equity Fund
CAGR/Annualized return of 16.5% 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 (24 Sep 21) ₹120.792 ↓ -0.14 (-0.12 %) Net Assets (Cr) ₹2,953 on 31 Aug 21 Category Equity - Multi Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.13 Sharpe Ratio 3.06 Information Ratio -1.19 Alpha Ratio 1.23 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 Aug 16 ₹10,000 31 Aug 17 ₹11,466 31 Aug 18 ₹12,781 31 Aug 19 ₹11,602 31 Aug 20 ₹11,943 31 Aug 21 ₹17,384 Returns for L&T Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21 Duration Returns 1 Month 6.6% 3 Month 10% 6 Month 22.7% 1 Year 56.6% 3 Year 14.8% 5 Year 12.3% 10 Year 15 Year Since launch 16.5% 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 1.62 Yr. Vihang Naik 17 Dec 19 1.62 Yr. Data below for L&T Equity Fund as on 31 Aug 21
Equity Sector Allocation
Sector Value Financial Services 26.29% Technology 14.71% Consumer Defensive 10.46% Basic Materials 9.93% Health Care 9.42% Industrials 7.54% Energy 6.54% Consumer Cyclical 6.48% Communication Services 2.15% Real Estate 1.06% Utility 0.6% Asset Allocation
Asset Class Value Cash 4.81% Equity 95.18% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK7% ₹206 Cr 3,022,400 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK5% ₹134 Cr 939,600 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS5% ₹130 Cr 412,000 Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Aug 18 | RELIANCE5% ₹130 Cr 637,400 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY4% ₹124 Cr 769,400 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 17 | HDFC4% ₹115 Cr 469,200 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK3% ₹97 Cr 583,200 Dishman Carbogen Amics Ltd (Healthcare)
Equity, Since 31 Dec 19 | 5407013% ₹95 Cr 4,547,086 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | 5403763% ₹93 Cr 266,523 HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Dec 16 | HCLTECH3% ₹91 Cr 884,600 4. IDFC Focused Equity Fund
CAGR/Annualized return of 11.4% 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 (24 Sep 21) ₹53.82 ↓ -0.17 (-0.31 %) Net Assets (Cr) ₹1,454 on 31 Aug 21 Category Equity - Multi Cap AMC IDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.21 Sharpe Ratio 2.79 Information Ratio -0.89 Alpha Ratio 0.59 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 Aug 16 ₹10,000 31 Aug 17 ₹13,210 31 Aug 18 ₹14,487 31 Aug 19 ₹11,785 31 Aug 20 ₹13,615 31 Aug 21 ₹18,537 Returns for IDFC Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21 Duration Returns 1 Month 6.2% 3 Month 9% 6 Month 18.1% 1 Year 42.7% 3 Year 13.1% 5 Year 13.6% 10 Year 15 Year Since launch 11.4% 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 4.78 Yr. Data below for IDFC Focused Equity Fund as on 31 Aug 21
Equity Sector Allocation
Sector Value Financial Services 34.45% Technology 17.62% Consumer Cyclical 14.61% Basic Materials 9.39% Energy 7.95% Health Care 6.97% Industrials 5.07% Consumer Defensive 2.57% Asset Allocation
Asset Class Value Cash 1.37% Equity 98.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK10% ₹141 Cr 2,067,430 Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY10% ₹139 Cr 863,617 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN7% ₹106 Cr 2,462,577 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | HDFCBANK7% ₹103 Cr 725,228
↓ -18,348 Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Jul 18 | RELIANCE6% ₹82 Cr 403,593
↓ -33,591 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 19 | TCS5% ₹67 Cr 212,140
↓ -21,636 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 5322154% ₹58 Cr 823,189
↓ -58,045 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 21 | ULTRACEMCO4% ₹55 Cr 72,000 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | FEDERALBNK4% ₹53 Cr 6,038,580
↓ -534,461 Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 28 Feb 21 | LT3% ₹42 Cr 259,541 5. Baroda Pioneer Multi Cap Fund
CAGR/Annualized return of 17% 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 (24 Sep 21) ₹170.13 ↓ -0.13 (-0.08 %) Net Assets (Cr) ₹1,116 on 31 Aug 21 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.47 Sharpe Ratio 3.15 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 Aug 16 ₹10,000 31 Aug 17 ₹11,401 31 Aug 18 ₹12,268 31 Aug 19 ₹11,072 31 Aug 20 ₹11,564 31 Aug 21 ₹19,116 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21 Duration Returns 1 Month 10.2% 3 Month 18.3% 6 Month 31.1% 1 Year 83.7% 3 Year 22.1% 5 Year 15% 10 Year 15 Year Since launch 17% 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 5.75 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 31 Aug 21
Equity Sector Allocation
Sector Value Financial Services 20.94% Technology 18.7% Basic Materials 16.54% Consumer Cyclical 9.26% Industrials 7.41% Health Care 7.24% Consumer Defensive 5.25% Utility 3.1% Communication Services 2.86% Real Estate 1.55% Energy 0.54% Asset Allocation
Asset Class Value Cash 1.3% Equity 98.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY8% ₹92 Cr 570,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK6% ₹68 Cr 1,000,000
↑ 75,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK5% ₹51 Cr 360,000 Reliance Industries Ltd.
Equity, Since 30 Jun 21 | -4% ₹42 Cr 300,000
↓ -20,000 Radico Khaitan Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 30 Sep 20 | 5324973% ₹34 Cr 380,000
↓ -20,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA3% ₹34 Cr 440,000 Dalmia Bharat Ltd (Basic Materials)
Equity, Since 30 Sep 20 | 5422163% ₹32 Cr 148,590 Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 28 Feb 21 | 5428303% ₹31 Cr 135,000
↓ -5,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 20 | PERSISTENT3% ₹28 Cr 90,000 Sudarshan Chemical Industries Ltd (Basic Materials)
Equity, Since 30 Nov 20 | 5066553% ₹28 Cr 375,000
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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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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