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(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2,260.53 | 1,10,736 | -0.46 | -1.58 | 7.48 | 3.61 | 3.28 | 15.69 | 17.73 | 15.59 | 48.57 | 0.74 | |
| 42.68 | 2,786 | 0.85 | 0.45 | 9.97 | 14.92 | 15.04 | 19.53 | 17.08 | NA | 26.41 | 0.85 | |
| 115.16 | 5,185 | 0.33 | -1.26 | 8.51 | 9.82 | 3.83 | 14.31 | 15.79 | 16.03 | 19.54 | 1.05 | |
| 21.70 | 24,100 | -0.87 | -3.04 | 10.71 | 10.15 | 6.69 | 16.26 | 15.45 | NA | 16.26 | 0.89 | |
| 121.27 | 7,262 | 0.11 | -2.27 | 2.80 | 15.58 | 15.85 | 15.39 | 15.10 | 19.03 | 20.02 | 1.05 | |
| 266.09 | 5,718 | 0.52 | 0.82 | 9.54 | 13.16 | 9.50 | 16.24 | 13.68 | 13.40 | 27.08 | 1.33 | |
| 45.76 | 3,613 | -0.80 | -1.83 | 6.21 | 3.38 | 4.34 | 14.68 | 13.25 | 15.08 | 14.01 | 0.76 | |
| 71.78 | 13,940 | 0.79 | 0.91 | 14.94 | 17.27 | 3.88 | 18.01 | 13.09 | 13.17 | 17.27 | 1.41 | |
| 1,784.51 | 19,509 | -0.50 | -2.63 | 4.86 | 0.77 | -0.65 | 11.05 | 12.44 | 13.18 | 46.02 | 0.98 | |
| 2,198.82 | 28,112 | -0.92 | -1.75 | 7.96 | 8.81 | 10.56 | 14.99 | 12.06 | 13.84 | 48.28 | 0.90 | |
| 90.35 | 1,48,429 | -0.49 | -2.14 | 1.34 | -0.44 | -2.34 | 12.88 | 12.05 | 16.93 | 18.02 | 0.69 | |
| 29.29 | 290 | 0.01 | -1.26 | 8.49 | 11.31 | 12.89 | 11.43 | 11.87 | NA | 14.06 | 0.69 | |
| 17.50 | 1,578 | -0.07 | -0.73 | 6.25 | 3.49 | 0.56 | 10.43 | 11.61 | NA | 11.74 | 1.06 | |
| 17.89 | 9,710 | -0.57 | -1.89 | 6.72 | 5.77 | 1.91 | 10.42 | 11.22 | NA | 12.19 | 0.67 | |
| 119.49 | 1,075 | -0.16 | -0.77 | 13.62 | 14.27 | 9.21 | 12.06 | 10.90 | 10.94 | 19.87 | 2.18 | |
| 96.24 | 56,119 | -0.55 | -2.25 | 3.83 | 0.10 | 1.92 | 11.57 | 10.81 | 13.12 | 17.99 | 0.66 | |
| 59.39 | 2,404 | 0.08 | -0.50 | 8.81 | 7.32 | 4.86 | 11.43 | 10.68 | 13.24 | 13.90 | 1.56 | |
| 250.56 | 369 | 0.10 | 0.06 | 12.22 | 12.76 | 7.64 | 10.96 | 10.25 | 9.51 | 26.53 | 2.73 | |
| 229.20 | 7,575 | -0.98 | -3.01 | 4.31 | 2.70 | 0.92 | 10.71 | 10.03 | 10.95 | 25.71 | 1.50 | |
| 387.75 | 13,615 | -0.61 | -2.00 | 6.52 | 4.03 | 0.73 | 11.80 | 9.86 | 14.14 | 30.63 | 0.64 | |
| 115.06 | 12,422 | -0.88 | -3.02 | 5.46 | 3.50 | 1.74 | 10.88 | 9.78 | 13.56 | 19.53 | 0.86 | |
| 31.87 | 13,478 | 0.57 | 0.28 | 11.43 | 11.67 | 7.45 | 14.38 | 9.45 | NA | 14.09 | 0.91 | |
| 26.23 | 3,705 | -0.76 | -3.25 | 3.03 | -0.21 | -2.94 | 9.80 | 9.14 | NA | 12.81 | 0.84 | |
| 122.31 | 22,897 | -0.53 | -1.16 | 4.16 | 2.36 | 1.07 | 8.63 | 8.67 | 12.05 | 20.10 | 1.27 | |
| 43.88 | 5,898 | -0.45 | -0.97 | 7.73 | 7.05 | 2.62 | 10.49 | 8.54 | 14.43 | 13.71 | 0.86 |
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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