Flexi cap fund champions: Top flexi cap mutual funds in India for 1-year returns
Explore high-returning Flexi Cap funds in India (1 year) and see if they fit your goals.
The market overflows with mutual funds, but what sets Flexi Cap funds apart? We'll delve into what they are, their unique investment strategy, and who should consider them. In this article, we'll also unveil the top performers in the past year, helping you decide if Flexi Cap funds fit your investment goals.
What is a Flexi Cap Fund?
Unlike traditional funds restricted to specific company sizes (large, mid, or small), Flexi Cap funds offer agility. They can invest across the market capitalization spectrum, from established giants (Large-Cap) to promising newcomers (Small-Cap). This flexibility allows fund managers to capitalize on opportunities across the market.
The Dynamic Investment Strategy
The key to a Flexi Cap fund's success lies in its dynamic asset allocation. The fund manager analyzes market trends and identifies the most promising sectors, regardless of company size. This approach allows them to potentially capture higher returns during bull markets and mitigate risk by shifting towards larger, more stable companies during downturns.
Who Should Consider Flexi Cap Funds?
Flexi Cap funds are ideal for investors with a long-term horizon and a moderate to high-risk tolerance. The potential for higher returns comes with inherent volatility. So, if you're comfortable with some market fluctuations and seek growth potential, Flexi Cap funds could be a compelling option.
Here is the top performer among Flexi Cap funds:
|
Scheme Name
|
Benchmark
|
Riskometer Benchmark
|
NAV Date
|
NAV
|
Return 1 Year (%) Direct
|
Return Since Launch Direct
|
Daily AUM (Cr.)
|
|
Bank of India Flexi Cap Fund
|
S&P BSE 500 Total Return Index
|
Very High
|
2024-04-03
|
33.26
|
66.80
|
37.61
|
770.15
|
|
Quant Flexi Cap Fund
|
NIFTY 500 Total Return Index
|
Very High
|
2024-04-03
|
105.75
|
65.49
|
21.43
|
4,640.65
|
|
JM Flexicap Fund
|
S&P BSE 500 Total Return Index
|
Very High
|
2024-04-03
|
97.46
|
62.81
|
18.90
|
1,801.76
|
|
Motilal Oswal Flexi Cap Fund
|
NIFTY 500 Total Return Index
|
Very High
|
2024-04-03
|
54.11
|
59.22
|
18.51
|
9,848.00
|
|
ITI Flexi Cap Fund
|
NIFTY 500 Total Return Index
|
Very High
|
2024-04-03
|
15.88
|
58.84
|
50.80
|
878.62
|
|
Invesco India Flexi Cap Fund
|
S&P BSE 500 Total Return Index
|
Very High
|
2024-04-03
|
15.77
|
50.91
|
23.79
|
1,516.99
|
|
Franklin India Flexi Cap Fund
|
NIFTY 500 Total Return Index
|
Very High
|
2024-04-03
|
1,558.51
|
47.06
|
17.49
|
14,821.
|
While past performance isn't a guarantee of future results, it can be insightful. We'll unveil the top-performing Flexi Cap fund over the last year in a future piece. However, remember, this shouldn't be the sole factor in your decision. It's crucial to assess your own risk tolerance and investment goals before diving in.
By understanding Flexi Cap funds and their dynamic approach, you're well on your way to making informed investment decisions. Stay tuned as we explore the top performers and delve deeper into navigating the exciting world of Flexi Cap funds.
Disclaimer: The article is for informational purposes only and not an investment advice.