Flexi Cap funds offer investors a diversified portfolio by investing in companies of various sizes across different sectors. This flexibility allows fund managers to adapt their portfolio in response to changing market conditions, making them a versatile investment option.

Advantages of Flexi Cap Funds

  1. Diversified Exposure: These funds provide exposure to a wide range of stocks from different sectors and market capitalisations, ensuring a well-rounded investment.
  2. Long-Term Growth: Ideal for long-term financial goals, typically over seven years, these funds can potentially deliver substantial returns.
  3. Adaptability: Fund managers have the freedom to adjust the portfolio according to market trends, potentially enhancing returns and managing risks effectively.

Some Top Performers

1. Parag Parikh Flexi Cap Fund

  • 5-Year Return (Annualized): 25.14% p.a.
  • Outperformance: High Jensen’s Alpha, indicating superior risk-adjusted returns.
  • CRISIL: 3

2. Union Flexi Cap Fund

  • 5-Year Return (Annualized): 23.17% p.a.
  • Outperformance: Positive Jensen’s Alpha, showing good risk-adjusted returns.
  • CRISIL: 3

3. Quant Flexi Cap Fund

  • 5-Year Return (Annualized): 38.74% p.a.
  • Outperformance: High Jensen’s Alpha, reflecting excellent risk-adjusted performance.
  • CRISIL: –

4. Edelweiss Flexi Cap Fund

  • 5-Year Return (Annualized): 26.15% p.a.
  • Outperformance: Good Jensen’s Alpha, indicating strong risk-adjusted returns.
  • CRISIL: 4

5. PGIM India Flexi Cap Fund

  • 5-Year Return (Annualized): 21.68% p.a.
  • Outperformance: Positive Jensen’s Alpha, ensuring good risk-adjusted returns.
  • CRISIL: 2

6. Canara Robeco Flexi Cap Fund

  • 5-Year Return (Annualized): 21.91% p.a.
  • Outperformance: Strong Jensen’s Alpha, showcasing superior returns.
  • CRISIL: 3

7. JM Flexicap Fund

  • 5-Year Return (Annualized): 32.67% p.a.
  • Outperformance: Excellent Jensen’s Alpha, reflecting high risk-adjusted returns.
  • CRISIL: 5

8. SBI Flexicap Fund

  • 5-Year Return (Annualized): 20.03% p.a.
  • Outperformance: Good Jensen’s Alpha, ensuring competitive returns.
  • CRISIL: 2

9. HDFC Flexi Cap Fund

  • 5-Year Return (Annualized): 29.46% p.a.
  • Outperformance: High Jensen’s Alpha, indicating excellent risk-adjusted returns.
  • CRISIL: 4

10. Franklin India Flexi Cap Fund

  • 5-Year Return (Annualized): 27.02% p.a.
  • Outperformance: Strong Jensen’s Alpha, showcasing superior risk-adjusted returns
  • CRISIL: 4

Investing in Flexi Cap Funds

  1. Register Online: Sign up on investment platforms 
  2. Choose the Fund: Select the Flexi Cap fund
  3. Invest: Decide the investment amount and mode (SIP or lump sum).
  4. Complete KYC: Provide details like PAN and bank information to complete your investment.

 

Disclaimer: The information provided in this article is for educational and informational purposes only. It should not be considered investment advice or a recommendation to invest in any particular mutual fund or asset class. Past performance does not indicate future results, and investors should research and consult with a financial advisor before making investment decisions. Investing in mutual funds involves risks, including the possible loss of principal invested.

Follow on Google News