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(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 39.97 | 2,388 | -0.03 | 5.10 | 3.93 | 2.49 | 19.60 | 23.62 | 19.87 | NA | 26.66 | 0.58 | |
| 2,140.38 | 91,335 | 0.17 | -1.04 | -7.00 | -5.17 | 4.11 | 19.08 | 19.14 | 17.21 | 49.41 | 0.68 | |
| 108.53 | 5,041 | 1.15 | 4.65 | -1.37 | -2.84 | 3.92 | 19.95 | 18.53 | 17.86 | 19.54 | 0.68 | |
| 116.26 | 6,594 | 0.50 | 6.67 | 6.12 | 5.48 | 13.12 | 19.82 | 18.39 | 20.58 | 20.18 | 0.74 | |
| 44.63 | 3,320 | 0.11 | 1.86 | -4.04 | -2.39 | 8.91 | 18.66 | 16.68 | 16.60 | 14.19 | 0.46 | |
| 248.90 | 4,724 | 0.47 | 4.85 | -0.18 | -0.20 | 11.50 | 19.19 | 16.54 | 14.49 | 27.20 | 1.22 | |
| 90.83 | 1,40,949 | -0.36 | 0.43 | -3.17 | -3.56 | 4.57 | 17.02 | 16.45 | 18.08 | 18.56 | 0.62 | |
| 1,741.88 | 19,049 | -0.76 | -0.33 | -6.67 | -6.23 | 0.54 | 16.27 | 15.40 | 14.36 | 47.12 | 0.91 | |
| 2,084.42 | 25,632 | 0.88 | 3.03 | -2.13 | -0.03 | 10.95 | 18.45 | 14.38 | 15.48 | 49.13 | 0.87 | |
| 56.35 | 2,294 | 0.52 | 2.34 | -3.39 | -3.01 | 6.28 | 14.98 | 14.26 | 14.34 | 13.81 | 1.00 | |
| 27.52 | 232 | 1.15 | 2.85 | -0.56 | 1.50 | 15.23 | 14.73 | 14.11 | NA | 13.78 | 0.56 | |
| 94.73 | 50,146 | -0.23 | 0.05 | -6.35 | -3.27 | 6.45 | 15.33 | 13.91 | 15.01 | 18.33 | 0.59 | |
| 375.25 | 11,922 | 0.14 | 1.53 | -4.67 | -4.58 | 6.29 | 14.32 | 13.50 | 15.49 | 31.17 | 0.57 | |
| 225.71 | 6,651 | 0.13 | 1.78 | -4.60 | -3.46 | 5.82 | 15.14 | 13.35 | 11.96 | 26.27 | 1.15 | |
| 26.39 | 3,310 | 0.40 | 1.38 | -4.61 | -4.10 | 4.15 | 15.76 | 13.33 | NA | 13.48 | 0.50 | |
| 62.99 | 0 | 1.55 | 1.94 | -4.82 | -8.69 | -1.05 | 20.10 | 13.29 | 13.45 | 16.51 | 0.82 | |
| 111.43 | 11,769 | 0.80 | 0.88 | -5.45 | -4.13 | 4.09 | 15.53 | 13.25 | 15.38 | 19.77 | 0.70 | |
| 107.77 | 973 | 1.49 | 3.04 | -3.08 | -5.66 | 13.41 | 13.58 | 12.05 | 11.36 | 19.47 | 1.65 | |
| 29.06 | 11,413 | 0.41 | 1.96 | -2.42 | -3.17 | 6.80 | 14.68 | 11.93 | NA | 13.43 | 0.70 | |
| 41.81 | 5,793 | 0.53 | 2.10 | -3.35 | -3.60 | 5.96 | 12.53 | 11.91 | 15.83 | 13.65 | 0.49 | |
| 229.86 | 344 | 0.55 | 3.03 | -1.18 | -3.01 | 4.60 | 13.33 | 11.35 | 10.29 | 26.44 | 2.63 | |
| 118.79 | 20,626 | 0.06 | 0.48 | -5.37 | -4.93 | 3.40 | 11.38 | 11.33 | 13.29 | 20.37 | 0.86 | |
| 22.06 | 128 | -0.09 | 0.51 | -5.49 | -5.35 | 3.78 | 10.92 | 10.96 | NA | 10.98 | 0.46 | |
| 321.73 | 20,438 | 1.72 | 2.32 | -4.99 | -8.34 | -1.91 | 9.23 | 7.73 | 12.36 | 29.66 | 1.05 | |
| 10.69 | 153 | 1.14 | 3.19 | NA | NA | NA | NA | NA | NA | 6.79 | 0.92 |
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.