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Top 5 Flexi-cap Mutual Funds in India

When it comes to mutual funds, flexibility can be a game-changer. Enter the Flexi-cap Fund, a category that offers an adaptable approach to investing across various market capitalization segments.

Understanding Flexi-cap Funds:

The Flexi-cap Fund is a type of equity mutual fund with a distinct advantage it provides fund managers with the flexibility to invest in equity and equity-related securities across the market capitalization spectrum. These market segments include large-cap, mid-cap, and small-cap stocks. The unique feature of this fund category is that it isn’t bound to a specific capitalization segment, allowing fund managers to adapt their investment strategies based on market conditions and opportunities.

Check: Top 5 Small-Cap Mutual Funds in India

Flexi-cap mutual funds were introduced in India in 2018, and they have quickly become one of the most popular categories of equity mutual funds.

Flexi-cap mutual funds are a good option for investors who are looking for a diversified equity mutual fund that can provide them with the potential for high returns over the long term. However, it is important to note that flexi-cap funds are also more volatile than large-cap funds, and they may not be suitable for all investors.

The SEBI Mandate:

The Securities and Exchange Board of India (SEBI), the regulatory authority for the Indian securities market, has categorized mutual fund schemes into various categories, such as equity funds, debt funds, and hybrid funds. The Flexi-cap Fund is one such category within the equity fund space. As per SEBI’s guidelines, the name of the mutual fund scheme must align with the fund category name. This consistency makes it easier for investors to identify funds with inherent flexibility to invest across various market segments.

Why Invest in Flexi-cap Funds:

Flexi-cap Mutual Funds offer the best of both worlds: the potential for higher returns through flexible investing and the expertise of professional fund managers. By allowing investments in different market segments, these funds provide a versatile approach to equity investing.

If you’re looking to explore diverse opportunities in the equity markets while benefiting from expert management, Flexi Cap Funds might be a compelling addition to your investment strategy. Their adaptability mirrors the ever-changing dynamics of the stock market, providing a valuable tool for investors to navigate the complexities of equity investing.

Top 5 Flexi-cap Mutual Funds in India:

Fund Name

AUM (cr) YTD Growth % Fund Size (Cr) 3Y Return (%) 5Y Return (%)
Quant Flexi Cap Fund – Direct Growth 1,378.11 5.89% 2,108 34.3 25.5
HDFC Flexi Cap Fund – Direct Growth 21,045.90 11.71% 39,794 33.2 18.3
JM Flexicap Fund – Direct Growth 74.45 23.54% 640 31.8 20.5
Franklin India Flexi Cap Fund – Direct Growth 1,503.13 13.72% 12,141 29.4 17.6
Bank of India Flexi Cap Fund – Direct Growth 492.05 22.45% 425 28.8


Disclaimer:This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet, and is subject to changes. Please consult an expert before making related decisions.
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