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(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2,232.61 | 1,06,496 | -0.36 | 2.28 | 2.47 | -1.70 | 2.46 | 17.50 | 18.43 | 16.32 | 49.08 | 0.78 | |
| 112.73 | 5,178 | -0.02 | 2.37 | 6.79 | 3.41 | -0.22 | 16.91 | 17.72 | 17.16 | 19.59 | 1.08 | |
| 41.42 | 2,615 | 0.36 | 3.09 | 5.88 | 8.94 | 9.06 | 22.16 | 17.48 | NA | 26.51 | 0.83 | |
| 121.92 | 7,140 | 0.02 | 1.82 | 8.81 | 14.04 | 9.91 | 18.58 | 16.16 | 20.22 | 20.30 | 1.06 | |
| 45.26 | 3,484 | -0.64 | 1.42 | 2.21 | -1.60 | 2.42 | 15.94 | 14.35 | 15.79 | 14.09 | 0.73 | |
| 253.85 | 5,633 | -0.53 | 0.98 | 4.57 | 3.14 | 2.30 | 16.61 | 14.30 | 13.62 | 26.97 | 1.34 | |
| 1,797.10 | 19,274 | -0.61 | 1.60 | 1.50 | -2.09 | -2.41 | 14.27 | 14.11 | 13.81 | 46.71 | 0.98 | |
| 91.13 | 1,43,388 | 0.88 | 1.20 | -0.49 | -2.91 | -1.40 | 14.54 | 13.73 | 17.71 | 18.31 | 0.70 | |
| 28.77 | 281 | -0.44 | 1.66 | 6.19 | 6.69 | 9.33 | 12.84 | 13.24 | NA | 14.08 | 0.69 | |
| 2,153.47 | 26,727 | -0.35 | 2.32 | 5.00 | 2.89 | 7.02 | 16.15 | 13.11 | 14.85 | 48.69 | 0.91 | |
| 67.58 | 13,294 | 1.14 | 5.13 | 7.34 | 1.61 | -2.95 | 19.36 | 13.06 | 13.46 | 16.92 | 0.86 | |
| 97.09 | 55,850 | -0.64 | 1.28 | 1.07 | -1.19 | 0.18 | 13.76 | 12.48 | 14.16 | 18.28 | 0.65 | |
| 58.52 | 2,376 | -0.14 | 3.50 | 5.20 | 2.33 | 1.51 | 12.72 | 12.15 | 13.89 | 13.94 | 1.49 | |
| 386.07 | 13,328 | -0.50 | 2.02 | 3.05 | -0.30 | 0.22 | 12.66 | 11.81 | 15.08 | 30.97 | 0.63 | |
| 115.85 | 1,053 | -0.94 | 5.09 | 9.41 | 4.27 | 5.47 | 13.02 | 11.75 | 10.97 | 19.83 | 2.42 | |
| 231.40 | 7,417 | -0.54 | 0.96 | 2.91 | -0.70 | 0.64 | 12.97 | 11.67 | 11.57 | 26.11 | 1.56 | |
| 116.45 | 12,236 | -0.40 | 2.29 | 4.26 | 0.63 | 0.65 | 13.78 | 11.62 | 14.87 | 19.87 | 0.86 | |
| 26.77 | 3,639 | -0.23 | 1.43 | 1.58 | -2.93 | -2.78 | 12.85 | 11.48 | NA | 13.36 | 0.71 | |
| 30.68 | 13,328 | -0.26 | 3.02 | 6.68 | 5.39 | 2.95 | 13.58 | 10.84 | NA | 13.84 | 0.97 | |
| 237.99 | 349 | 0.56 | 3.47 | 5.50 | 3.98 | NA | 12.39 | 10.40 | 9.66 | 26.37 | 2.75 | |
| 43.10 | 5,818 | -0.32 | 2.18 | 4.03 | 1.06 | 0.72 | 10.75 | 9.99 | 15.12 | 13.72 | 0.87 | |
| 121.58 | 22,685 | 1.36 | 1.91 | 1.53 | -2.28 | -0.14 | 9.60 | 9.76 | 12.70 | 20.28 | 1.32 | |
| 22.74 | 132 | -0.60 | 1.55 | 2.64 | -1.53 | -1.51 | 9.34 | 9.73 | NA | 11.15 | 1.09 | |
| 343.90 | 22,882 | 0.70 | 4.72 | 7.85 | 0.82 | -2.06 | 8.91 | 6.81 | 12.25 | 29.85 | 1.03 | |
| 11.09 | 210 | -1.07 | 1.37 | 5.02 | NA | NA | NA | NA | NA | 10.79 | 1.72 |
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.
Source: Dion Global
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