As to SEBI's notice, a Flexi-Cap Fund is a dynamic equity program that is open-ended. It invests in companies that have any market capitalization. in particular, big, middle, and small-cap businesses. The entire assets of the scheme must be allocated at least 65% to equities and equity-related products.
Diversification: With Flexi Cap Funds, your money will be spread across stocks that offer varying risk and return.
Adaptability: These funds provide the opportunity to invest in firms of varying sizes, from various industries, and with varying market caps. Fund managers would have more equities to purchase and sell with a broader definition, increasing their chances of outperforming the benchmark.
Ongoing Asset Allocation: Flexi Cap Mutual Funds allow the management to change the distribution of large-cap, mid-cap, and small-cap companies in response to current market circumstances. The fund can optimize returns in response to shifting market dynamics thanks to its adaptive strategy
Skilled Management: • Flexi Cap Mutual Funds provide investors with the opportunity to tap into the knowledge and experience of seasoned fund managers.
Lets have a closer look.
Now let us jump and check about these top 15 mutual fund schemes.
BANK OF INDIA Flexi Cap Fund Regular Plan
Fund Performance: The BANK OF INDIA Flexi Cap Fund Regular Plan Fund has given 26.52% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The BANK OF INDIA Flexi Cap Fund Regular Plan Fund comes under the Equity category of Bank of India Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in BANK OF INDIA Flexi Cap Fund Regular Plan via lump sum is ₹ 5000 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks to provide investment returns closely corresponding to the total returns of the securities as represented by the NIFTY IT Index before expenses, subject to tracking errors.The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity-related securities across various market capitalisation.
Scheme Manager: Alok Singh.
Min Amt SIP
: ₹ 1000
AUM in ( Cr.)
: ₹ 1460.6
1 Y Return (%)
: 63.28
Risko-Meter : Very High
JM Flexicap Fund (Regular)
Fund Performance: The JM Flexicap Fund (Regular) Fund has given 31.00% annualized returns in the past three years and 27.99% in the last 5 years and 18.81% in the last 10 years. The JM Flexicap Fund (Regular) Fund comes under the Equity category of JM Financial Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in JM Flexicap Fund (Regular) via lump sum is ₹ 1000 and via SIP is ₹ 500.
Scheme Objective: The scheme aims to provide capital appreciation by investing in equity and equity related securities using a combination of strategies.
Fund Performance: The Motilal Oswal Flexi Cap Fund Regular Plan Fund has given 18.20% annualized returns in the past three years and 18.53% in the last 5 years and 16.72% in the last 10 years. The Motilal Oswal Flexi Cap Fund Regular Plan Fund comes under the Equity category of Motilal Oswal Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Motilal Oswal Flexi Cap Fund Regular Plan via lump sum is ₹ 500 and via SIP is ₹ 1000.
Scheme Objective: The Scheme seeks to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.
Fund Performance: The Quant Flexi Cap Fund Fund has given 26.90% annualized returns in the past three years and 36.41% in the last 5 years and 20.96% in the last 10 years. The Quant Flexi Cap Fund Fund comes under the Equity category of Quant Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Quant Flexi Cap Fund via lump sum is ₹ 5000 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks to provide long-term capital gains by investing predominantly in equity and equity-related instruments of the companies in the Power/Energy Sector.
Fund Performance: The 360 ONE FLEXICAP FUND Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The 360 ONE FLEXICAP FUND Fund comes under the Equity category of 360 ONE Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in 360 ONE FLEXICAP FUND via lump sum is ₹ 1000 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks to generate long-term capital appreciation by primarily investing in equity and equity related securities across the entire market capitalization range and investing the remaining portion in debt and money market instruments.
