What Are Flexi Cap Funds?
Flexi-cap funds are open-ended mutual funds that invest at least 65% of their assets in equities and associated products. These mutual funds invest in large-cap, mid-cap, and small-cap companies. However, fund managers are able to adjust the asset allocation at any time.
How Do Flexi Cap Funds Work?
Unlike large-cap, mid-cap, and small cap funds, the size of a firm is not a limitation for Flexi-cap funds. Investors gain exposure to a variety of market capitalisations.
Flexi-cap funds alter their exposure to different stocks based on current economic conditions in order to balance the fund’s risk and reward. While exposure to large-cap companies protects investments during tumultuous market situations, exposure to mid-cap and small cap stocks provides opportunities for development.
The fund managers of these funds shift investments based on their market research in order to minimise losses and maximise returns.
7 Best Flexi cap Funds To Invest (On The Basis Of 3 Year Return)
- Quant Flexi Cap Fund Direct Growth
Quant Flexi Cap Fund Direct Growth is a Quant Mutual Fund Equity Mutual Fund Scheme. On April 15, 1996, this scheme was made accessible to investors. The Quant Flexi Cap Fund Direct Growth fund is currently managed by Sanjeev Sharma and Shamil Mehra. The fund presently has an AUM of Rs. 6,179 Cr, and the latest NAV as of November 22, 2022 is Rs.68.25. The Quant Flexi Cap Fund Direct Growth has a risk rating of Very High. The minimum SIP investment is Rs.1,000. Lumpsum requires a minimum investment of Rs.5,000.
| Fund Name | Category/Sub Category | Fund Size (in Cr) | 1Y Returns | 3Y Returns | 5Y Returns |
|---|---|---|---|---|---|
| Quant Flexi Cap Fund Direct Growth | Equity/Flexi Cap | 711.46 | 10.28% | 37.77% | 19.45% |
- PGIM India Flexi Cap Fund Direct Growth
PGIM India Flexi Cap Fund Direct Growth is a PGIM India Mutual Fund Equity Mutual Fund Scheme. On May 13, 2010, this programme was made accessible to investors. The current fund manager of the PGIM India Flexi Cap Fund Direct Growth fund is Alok Agarwal. The fund presently has an AUM of Rs.16,371 Cr, and the latest NAV as of November 22, 2022, is Rs.28.90. The PGIM India Flexi Cap Fund Direct Growth has a risk rating of Very High. The minimum SIP investment is Rs.1,000. Lumpsum requires a minimum investment of Rs.5,000. Exit load of 0.5% if redeemed within 90 days.
| Fund Name | Category/Sub Category | Fund Size (in Cr) | 1Y Returns | 3Y Returns | 5Y Returns |
|---|---|---|---|---|---|
| PGIM India Flexi Cap Fund Direct Growth | Equity/Flexi Cap | 5,290.58 | -2.73% | 25.82% | 16.18% |
- Parag Parikh Flexi Cap Fund Direct Growth
PPFAS Mutual Fund established the Parag Parikh Flexi Cap Fund Direct Growth Equity Mutual Fund Scheme. On October 10, 2012, this plan was made accessible to investors. The current fund managers of the Parag Parikh Flexi Cap Fund Direct Growth fund are Raunak Onkar, Rajeev Thakkar, and Raj Mehta. The fund presently has a total asset under management (AUM) of Rs.23,031 Cr, and the latest NAV as of November 22, 2022, is Rs. 51.99. The risk rating for the Parag Parikh Flexi Cap Fund Direct Growth is Very High. The minimum SIP investment is RS. 1,000. The first Lumpsum investment is RS. 1,000. Exit load of 2% if redeemed within 365 days and 1% if redeemed after 365 days but on or before 730 days for units exceeding 10% of the investment.
| Fund Name | Category/Sub Category | Fund Size (in Cr) | 1Y Returns | 3Y Returns | 5Y Returns |
|---|---|---|---|---|---|
| Parag Parikh Flexi Cap Fund Direct Growth | Equity/Flexi Cap | 27,712.07 | -4.00% | 23.93% | 17.35% |
- Franklin India Flexi Cap Fund Direct Growth
Franklin India Flexi Cap Fund Direct Growth is a Franklin Templeton Mutual Fund Equity Mutual Fund Scheme. On February 19, 1996, this scheme was made accessible to investors. Franklin India Flexi Cap Fund Direct Growth fund is currently managed by Anand Radhakrishnan, R Janakiraman, and Srikesh Nair. The fund presently has an AUM of Rs.65,417 Cr, and the latest NAV as of November 23, 2022 is Rs. 1,111.23. The Franklin India Flexi Cap Fund Direct Growth has a risk rating of Very High. The minimum SIP investment is Rs.500. Lumpsum requires a minimum investment of Rs.5,000. If redeemed within one year, the exit load is 1%.
| Fund Name | Category/Sub Category | Fund Size (in Cr) | 1Y Returns | 3Y Returns | 5Y Returns |
|---|---|---|---|---|---|
| Franklin India Flexi Cap Fund Direct Growth | Equity/Flexi Cap | 10,585.16 | 4.98% | 21.29% | 12.74% |
- HDFC Flexi Cap Direct Plan Growth
HDFC Flexi Cap Direct Plan Growth is an HDFC Mutual Fund Equity Mutual Fund Scheme. On December 10, 1999, this scheme was made accessible to investors. HDFC Flexi Cap Direct Plan Growth fund is currently managed by Prashant Jain. The fund now has Rs. 4,39,939 Cr in assets under management (AUM), and the latest NAV as of November 23, 2022 is Rs.1,242.87.
The HDFC Flexi Cap Direct Plan Growth has a risk rating of Very High. The minimum SIP investment is Rs.100. The first Lumpsum investment is Rs.100. If redeemed within one year, the exit load is 1%.
| Fund Name | Category/Sub Category | Fund Size (in Cr) | 1Y Returns | 3Y Returns | 5Y Returns |
|---|---|---|---|---|---|
| HDFC Flexi Cap Direct Plan Growth | Equity/Flexi Cap | 31,685.93 | 18.04% | 20.86% | 13.16% |
- Union Flexi Cap Fund Direct Growth
Union Flexi Cap Fund Direct Growth is a Union Mutual Fund Equity Mutual Fund Scheme. On December 30, 2009, this scheme was made accessible to investors. Union Flexi Cap Fund Direct Growth fund is now managed by Ashish Ranawade. The fund presently has an AUM of Rs.8,289 Cr, and the latest NAV as of November 23, 2022 is Rs.36.87.
Union Flexi Cap Fund Direct Growth has a risk rating of Very High. The minimum SIP investment is Rs.1,000. The first Lumpsum investment is Rs.1,000. If redeemed within 15 days, the exit load is 1%.
| Fund Name | Category/Sub Category | Fund Size (in Cr) | 1Y Returns | 3Y Returns | 5Y Returns |
|---|---|---|---|---|---|
| Union Flexi Cap Direct Plan Growth | Equity/Flexi Cap | 1,360.62 | 0.68% | 19.80% | 13.86% |
- SBI Flexi Cap Fund Direct Growth
SBI Flexi Cap Fund Direct Growth is an SBI Mutual Fund Equity Mutual Fund Scheme.
On June 29, 1987, this scheme was made accessible to investors. SBI Flexicap Fund Direct Growth fund is now managed by Anup Upadhyay. The fund presently has an Asset Under Management (AUM) of Rs.6,43,285 Cr and a NAV of Rs.83.93 as of November 23, 2022.
The SBI Flexi Cap Fund Direct Growth has a risk rating of Very High. The minimum SIP investment is Rs.500. The first Lumpsum investment is Rs.1,000. If redeemed within 30 days, the exit load is 0.10%.
| Fund Name | Category/Sub Category | Fund Size (in Cr) | 1Y Returns | 3Y Returns | 5Y Returns |
|---|---|---|---|---|---|
| SBI Flexicap Fund Direct Growth | Equity/Flexi Cap | 16,495.49 | 1.18% | 16.13% | 11.41% |
How To Invest In Flexi Cap Mutual Funds At Kuvera?
Kuvera allows you to invest in direct mutual funds without paying fees. Since it is completely free and assists you in selecting the ideal investment for your financial objectives, it is the greatest platform for mutual fund investing.
Follow these instructions to invest in mutual funds through Kuvera:
Step 1: Register at kuvera.in
Step 2: Complete the KYC procedures and link your bank account
Step 3: In the Explore section, click on MF and select Flexi Cap Mutual Funds for investment
Step 4: Choose the best solution based on your unique requirements and risk tolerance.
Step 5: Decide whether to make a lump sum investment or a systematic investment plan.
Step 6: Enter the amount you wish to invest and select the appropriate payment method by clicking the “Buy Now” button.
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