- Date : 19/10/2022
- Read: 4 mins
With Flexi-cap mutual funds, stay invested for high returns and let the experts do what they do best.
With Flexi-cap mutual funds, you invest in stocks with different market capitalizations. It enables you to generate high returns and have exposure to lower risks. Mutual funds are safe, and investors expect them to generate high returns. It offers its investors various market capitalization, value, and sector allocation options. A company can have small, mid, or large capitalization, and investors get a basket of stocks to invest in.
Also Read: Multi-cap vs. Flexi-cap mutual funds.
Who should invest in Flexi-cap mutual funds?
The volatility in the stock market of late has left many new and old participants worried. Fund investors are confused and do not know whether to join a mid-cap, large-cap, or any other member. A good way to go is to invest in Flexi-cap mutual funds. Flexi-cap collective financing gives flexibility, and the fund managers get the option to invest across industry themes and capitalizations. It means that fund managers can make investments depending on the request. Flexi-cap mutual funds are generally suitable for those investors who want moderate risk and are open to generating wealth over long periods. One can invest in these plans with 5-7 times the investment horizon. These plans can invest wherever depending on the fund manager's opinion. Investors should be cautious and ensure that the scheme they choose is under the level of risk they can assume.
Best Flexi cap mutual funds to buy in 2022
These are the best Flexi-cap mutual funds to invest in:
Quant Flexi-cap Fund
The Quant Flexi-cap Fund started in 2013, and its NAV (net asset value) stood at Rs. 60.95 as of October 4, 2022. It has a total fund size of Rs. 475.41 crore and has outperformed the index (NIFTY 50) by 21.02% at an average of three years. It has allocated 99.93% of its assets in equities domestically. It has invested 71.22% in large-cap, 17.79% in mid-cap, and 6.73% in small-cap. Their largest holding is ITC, with 8.6%.
PGIM India Flexi-Cap Fund
The PGIM India Flexi-Cap Fund started in 2015, and its NAV (net asset value) stood at Rs. 24.86 as of October 4, 2022. Its AUM (assets under management) stands at Rs. 4,761.35cr. It has outperformed the index (NIFTY 50) by 11.29% over three years. It has allocated 94.15% of its assets in equities domestically. It has invested 40.33% in large-cap, 11.28% in mid-cap, and 17.27% in small-cap. Their largest holding is ICICI Bank, with 8.6%.
Also Read: Multi-cap vs. Flexi-cap mutual funds.
Parag Parikh Flexi-Cap Fund - Direct Plan-Growth
The Parag Parikh Flexi-Cap Fund - Direct Plan-Growth started in 2013, and its NAV (net asset value) stood at Rs. 50.57 as of October 4, 2022. Its AUM (assets under management) stands at Rs. 24,594.84cr. It has outperformed the index (NIFTY 50) by 8.55%. It has allocated 68.92% of its assets in equities domestically. It has invested 56.21% in large-cap, 2.66% in mid-cap, and 9.12% in small-cap. Their largest holding is Housing Development Finance Corporation Ltd. Bank, with 8.1%.
IDBI Flexi-Cap Fund - Direct Plan-Growth
The IDBI Flexi-Cap Fund - Direct Plan-Growth started in 2014, and its NAV (net asset value) stood at Rs. 38.31 as of October 4, 2022. Its AUM (assets under management) stands at Rs. 386.69cr. It has outperformed the index (NIFTY 50) by 5.5%. It has allocated 98.78% of its assets in equities domestically. It has invested 63.93% in large-cap, 9.69% in mid-cap, and 9.04% in small-cap. Their largest holding is HDFC Bank, with 6.8%.
Also Read: Multi-cap vs. Flexi-cap mutual funds.
Investing in Flexi-cap mutual funds is advisable if you have moderate risk capacity and want high returns over a long period. The stock market can be an excellent way to earn money, but one should properly educate themselves before investing. It can be risky to shell out money where you have no information.
Best Flexi cap Funds to invest for long term
With Flexi-cap mutual funds, you invest in stocks with different market capitalizations. It enables you to generate high returns and have exposure to lower risks. Mutual funds are safe, and investors expect them to generate high returns. It offers its investors various market capitalization, value, and sector allocation options. A company can have small, mid, or large capitalization, and investors get a basket of stocks to invest in.
Also Read: Multi-cap vs. Flexi-cap mutual funds.
Who should invest in Flexi-cap mutual funds?
The volatility in the stock market of late has left many new and old participants worried. Fund investors are confused and do not know whether to join a mid-cap, large-cap, or any other member. A good way to go is to invest in Flexi-cap mutual funds. Flexi-cap collective financing gives flexibility, and the fund managers get the option to invest across industry themes and capitalizations. It means that fund managers can make investments depending on the request. Flexi-cap mutual funds are generally suitable for those investors who want moderate risk and are open to generating wealth over long periods. One can invest in these plans with 5-7 times the investment horizon. These plans can invest wherever depending on the fund manager's opinion. Investors should be cautious and ensure that the scheme they choose is under the level of risk they can assume.
Best Flexi cap mutual funds to buy in 2022
These are the best Flexi-cap mutual funds to invest in:
Quant Flexi-cap Fund
The Quant Flexi-cap Fund started in 2013, and its NAV (net asset value) stood at Rs. 60.95 as of October 4, 2022. It has a total fund size of Rs. 475.41 crore and has outperformed the index (NIFTY 50) by 21.02% at an average of three years. It has allocated 99.93% of its assets in equities domestically. It has invested 71.22% in large-cap, 17.79% in mid-cap, and 6.73% in small-cap. Their largest holding is ITC, with 8.6%.
PGIM India Flexi-Cap Fund
The PGIM India Flexi-Cap Fund started in 2015, and its NAV (net asset value) stood at Rs. 24.86 as of October 4, 2022. Its AUM (assets under management) stands at Rs. 4,761.35cr. It has outperformed the index (NIFTY 50) by 11.29% over three years. It has allocated 94.15% of its assets in equities domestically. It has invested 40.33% in large-cap, 11.28% in mid-cap, and 17.27% in small-cap. Their largest holding is ICICI Bank, with 8.6%.
Also Read: Multi-cap vs. Flexi-cap mutual funds.
Parag Parikh Flexi-Cap Fund - Direct Plan-Growth
The Parag Parikh Flexi-Cap Fund - Direct Plan-Growth started in 2013, and its NAV (net asset value) stood at Rs. 50.57 as of October 4, 2022. Its AUM (assets under management) stands at Rs. 24,594.84cr. It has outperformed the index (NIFTY 50) by 8.55%. It has allocated 68.92% of its assets in equities domestically. It has invested 56.21% in large-cap, 2.66% in mid-cap, and 9.12% in small-cap. Their largest holding is Housing Development Finance Corporation Ltd. Bank, with 8.1%.
IDBI Flexi-Cap Fund - Direct Plan-Growth
The IDBI Flexi-Cap Fund - Direct Plan-Growth started in 2014, and its NAV (net asset value) stood at Rs. 38.31 as of October 4, 2022. Its AUM (assets under management) stands at Rs. 386.69cr. It has outperformed the index (NIFTY 50) by 5.5%. It has allocated 98.78% of its assets in equities domestically. It has invested 63.93% in large-cap, 9.69% in mid-cap, and 9.04% in small-cap. Their largest holding is HDFC Bank, with 6.8%.
Also Read: Multi-cap vs. Flexi-cap mutual funds.
Investing in Flexi-cap mutual funds is advisable if you have moderate risk capacity and want high returns over a long period. The stock market can be an excellent way to earn money, but one should properly educate themselves before investing. It can be risky to shell out money where you have no information.
