Discover the top-performing flexi cap funds for investors seeking a blend of stability and growth with maximum portfolio flexibility.
Scheme Name | NAV (Rs) | AUM(Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2,269.03 | 94,069 | 1.00 | -0.20 | 1.45 | 5.74 | 11.90 | 23.27 | 25.12 | 17.45 | 51.86 | 0.67 | |
| 111.14 | 6,867 | 1.13 | -0.15 | 0.06 | 4.46 | 5.49 | 19.19 | 23.99 | 19.84 | 20.41 | 0.68 | |
| 38.56 | 2,252 | 1.85 | 0.21 | 0.60 | 5.21 | 0.23 | 24.57 | 23.23 | NA | 27.91 | 0.56 | |
| 111.84 | 6,015 | 1.95 | -0.24 | -1.02 | 2.06 | -4.36 | 23.17 | 22.07 | 18.22 | 20.44 | 0.55 | |
| 95.33 | 1,29,783 | 1.30 | 0.97 | 1.41 | 4.52 | 9.03 | 23.70 | 21.24 | 18.37 | 19.63 | 0.63 | |
| 1,866.59 | 20,022 | 1.14 | -0.26 | 1.95 | 2.60 | 4.65 | 19.92 | 21.10 | 15.45 | 49.60 | 0.89 | |
| 46.36 | 3,073 | 1.78 | 1.22 | 3.91 | 6.35 | 6.47 | 22.20 | 20.83 | 16.80 | 15.12 | 0.43 | |
| 249.04 | 5,248 | 2.07 | 0.39 | 0.47 | 2.70 | 2.49 | 21.76 | 18.78 | 14.74 | 28.10 | 1.17 | |
| 2,127.87 | 24,815 | 1.60 | 1.38 | 4.94 | 7.22 | 12.43 | 20.25 | 18.03 | 16.01 | 51.13 | 0.86 | |
| 58.52 | 2,412 | 1.77 | 0.93 | 1.42 | 4.02 | 4.86 | 17.59 | 17.74 | 14.49 | 14.58 | 0.92 | |
| 117.75 | 12,371 | 1.38 | 0.89 | 1.31 | 3.80 | 6.33 | 20.22 | 17.51 | 15.70 | 20.92 | 0.66 | |
| 98.62 | 56,885 | 1.60 | 0.01 | 2.05 | 3.25 | 9.61 | 18.62 | 17.40 | 15.59 | 19.29 | 0.60 | |
| 395.73 | 13,926 | 1.78 | 0.32 | 1.30 | 4.51 | 8.86 | 18.03 | 17.22 | 15.50 | 32.76 | 0.53 | |
| 68.12 | 14,312 | 1.19 | -1.58 | -2.67 | 0.07 | -1.74 | 24.42 | 17.04 | 14.45 | 17.89 | 0.85 | |
| 27.48 | 266 | 2.12 | 1.41 | 3.28 | 7.71 | 7.16 | 16.26 | 16.94 | NA | 14.51 | 0.56 | |
| 43.51 | 6,400 | 1.56 | 0.12 | 0.62 | 4.07 | 6.64 | 15.85 | 16.82 | 15.75 | 14.59 | 0.44 | |
| 237.38 | 7,747 | 1.54 | 0.66 | 2.74 | 4.89 | 10.12 | 17.85 | 16.76 | 12.45 | 27.63 | 1.13 | |
| 27.89 | 3,670 | 1.37 | 0.90 | 1.47 | 3.96 | 11.94 | 19.46 | 16.29 | NA | 15.11 | 0.62 | |
| 126.92 | 23,556 | 1.45 | 1.10 | 2.90 | 6.03 | 6.04 | 16.03 | 15.93 | 14.12 | 21.65 | 0.84 | |
| 113.57 | 1,077 | 2.54 | -0.28 | 1.40 | 9.49 | 3.61 | 18.46 | 14.39 | 11.53 | 20.58 | 1.34 | |
| 235.64 | 365 | 1.63 | -1.48 | -0.16 | 1.13 | -0.52 | 15.51 | 14.09 | 10.17 | 27.56 | 2.56 | |
| 29.71 | 13,276 | 1.68 | -0.87 | -1.39 | 1.71 | 3.12 | 16.54 | 13.84 | NA | 14.42 | 0.71 | |
| 23.44 | 138 | 1.73 | -0.28 | 2.82 | 4.33 | -3.35 | 14.06 | 13.64 | NA | 12.54 | 0.84 | |
| 348.19 | 25,575 | 0.91 | -1.08 | -1.92 | 0.50 | 2.61 | 13.06 | 11.60 | 13.30 | 31.46 | 1.03 | |
| 17.21 | 3,436 | 1.82 | 1.13 | 4.01 | 7.36 | 9.81 | NA | NA | NA | 21.21 | 0.46 |
Diversified Across Market Caps
Flexi-cap funds have no restriction on allocation between large, mid, and small-cap stocks. This flexibility lets fund managers shift allocations based on market opportunities, which makes such funds a balanced choice for all-weather investing.
Active Allocation Advantage
Such funds actively manage exposure across segments. So, fund managers can turn to defensive investments during downturns and switch to growth-oriented stocks during bull runs.
This adaptability helps the fund deliver steadier long-term CAGR compared to single-category funds.
Reduces Concentration Risk
Unlike pure large-cap or mid-cap plans, flexi-cap funds lower the risk of overexposure to one market segment. It means achieving smoother returns even in volatile markets.
Suitable for First-Time Investors
These funds offer a simple entry point for beginners who want exposure to equity markets but don’t want to choose between categories. More like a readymade diversified portfolio in one scheme.
A flexi-cap fund is an equity mutual fund that invests across large-cap, mid-cap, and small-cap stocks without restrictions, allowing fund managers to dynamically adjust exposure.
Investors seeking long-term wealth creation with moderate risk can invest in such funds. Both beginners and experienced investors can use them as a core portfolio holding.
Your personal advisor can answer this. Flexi-cap funds allow fund managers to shift across market segments, offering flexibility and diversification.
If you want targeted exposure, explore small-cap or mid-cap funds.
>> Dig deeper into our easy-to-use mutual fund screener for better views and ideas.