Best Flexi cap fund In India
What are flexi cap
Lets start with the definition, Flexi Cap mutual funds offer several advantages for investors, making them a compelling option for many. Here’s a breakdown of their key benefits and how they compare to other mutual fund schemes:
Advantages of Flexi Cap Funds:
Diversification and Risk Management:
- Flexi caps invest across companies of all market capitalisation (Large, Mid, and Small). This spreads your investment across different segments, mitigating risk compared to focusing on a single cap size.
- If a particular market segment (like small caps) underperforms, the fund’s exposure to other segments can help balance the portfolio.
Growth Potential:
- Flexi caps allow you to tap into the potential of high-growth mid and small-cap companies alongside the stability of large caps.
- This combination can offer the potential for better returns compared to pure large-cap funds.
Flexibility for Fund Managers:
- Unlike multi-cap funds that have mandated allocations across market caps, Flexi caps offer more flexibility.
- Fund managers can dynamically adjust the portfolio based on their assessment of different companies and sectors.
- This allows them to capitalize on opportunities across the market spectrum.
Comparison with Other Schemes:
Large Cap Funds:
Provide stability and consistent returns but may limit growth potential.
Mid Cap Funds:
Offer higher growth prospects than large caps but come with increased volatility.
Small Cap Funds:
Even higher growth potential but with significant volatility and risk.
Fund Name | Year Of inception | Fund rating ( Crisil rated ) | Portfolio Size ( In Cr ) | Expense ratio | PE ratios |
| JM flexi cap fund | 2008 | 5 star | 3,855 | 1.83% | 21.32 |
| HDFC Flexi cap | 1995 | 4 star | 61,572 | 1.45% | 20.85 |
| Franklin India flexi cap fund | 1994 | 4 star | 16,677 | 1.72% | 17.40 |
| Motilal Oswal Flexi Cap fund | 2014 | 4 Star | 11,466 | 1.74% | 45.70 |
| Parag Parikh flexi cap fund | 2013 | 3 Star | 75,956 | 1.33% | 16.55 |
| Kotak Flexi Cap | 2009 | 3 star | 53,783 | 1.44% | 22.14 |
| DSP Flexi Cap | 2007 | 3 Star | 11,879 | 1.72% | 21.70 |
| ABSL Flexi Cap fund | 1998 | 2 Star | 22,792 | 1.66% | 24.95 |
| PGIM India flexi cap fund | 2015 | 1 star | 6,418 | 1.77% | 29.94 |
| Quant Flexi cap fund | 2008 | – | 7,436 | 1.76% | 22.21 |
| Invesco India Flexi Cap | 2022 | – | 1,985 | 2.03% | 28.29 |
JM flexi cap fund
The fund was launched in the year 2008, Currently CRISIL rated 5 , The fund has an expense ratio of 1.83% as the current fund size is very low. The PE of the fund is 21.32
HDFC Flexi cap
This is one of the oldest funds in the category launched in 1995, So a long history for the fund. Currently CRISIL is rated 4 Star. The fund enjoy’s one of the highest portfolio size of 61,572 cr , with a low expense ratio of 1.44%. The current PE of the fund is 20.85.
Franklin India flexi cap fund
This is the oldest fund in the category launched in 1994, Crisil rated 4 star. Due lack of distribution and loss of reputation during the debt crisis the fund size is low 16,677 cr , expense ratio is 1.72%. With a very good PE of 17.40.
Motilal Oswal Flexi Cap fund
The fund was launched in 2014, it is rated by Crisil as 4 star. The fund has a fund size of 11,466 cr with expense ratio of 1.74%. The current PE is 45.70
Parag Parikh flexi cap fund
The fund was launched in 2013, Currently CRISIL rated as 3 star, has the highest AUM in the category of 75,956 cr, the lowest expense ratio of 1.33%. THE current PE of the fund is 16.55.
Kotak Flexi Cap
The fund was launched in the year 2009, currently CRISIL rated as 3 star. It has AUM of 53,783 Cr, 3rd largest AUM in the category. Low expense ratio of 1.44% . The current PE is 22.14
DSP Flexi Cap
The fund was launched in the year 2007, Currently CRISIL rated 3 star. The current AUM is 11,879 Cr, with expense ratio of 1.72%. Current PE is 21.70
ABSL Flexi Cap fund
Another fund with a long history launched in 1998, Currently rated 2 star. The portfolio size of 22,792 cr, expense ratio is 1.66% . The Current PE is 24.95.
PGIM India flexi cap fund
The fund was launched in 2015, currently rated as 1 star. The fund has a small fund size of 6,418 cr. Expense ratio of 1.77%. PE of the fund is 29.94
Quant Flexi cap fund
The fund was launched in 2008 , currently not rated by CRISIL. The fund has AUM Of 7,436 Cr. Expense ratio of 1.76%. PE of the fund is 22.21
Invesco India Flexi Cap
The fund is a recent addition to the category, launched in the year 2022. Currently not rated by CRISIL . The fund size is small of 1,985 cr. The PE of the fund is 28.29.
Trailing Returns :
| Scheme | 1 month | 3 months | 6 months | 1 year | 3 years | 5 years | 7 years | 10 years | 15 years | 20 years |
| Aditya Birla SL Flexi Cap Fund Reg (G) | 1.45 | 11.61 | 17.85 | 39.16 | 17.24 | 20.98 | 14.36 | 15.46 | 15.01 | |
| DSP Flexi Cap Fund Reg (G) | 1.59 | 11.62 | 21.74 | 37.53 | 16.94 | 21.92 | 16.4 | 15.51 | 15.23 | |
| Franklin India Flexi Cap Fund (G) | 1.59 | 11.05 | 18.44 | 44.68 | 23.46 | 24.9 | 16.83 | 16.44 | 16.38 | 19.1 |
| HDFC Flexi Cap Fund Reg (G) | 0.55 | 9.06 | 17.06 | 43.12 | 27.8 | 24.62 | 17.94 | 15.69 | 16.36 | 19.79 |
| Invesco India Flexi Cap Fund Reg (G) | 2.99 | 12.72 | 21.91 | 52.08 | ||||||
| JM Flexi Cap Fund (G) | 0.23 | 12.28 | 23.93 | 62.01 | 30.85 | 27.98 | 19.71 | 19 | 14.82 | |
| Kotak Flexi Cap Fund Reg (G) | -0.44 | 6.42 | 18.06 | 36.84 | 17.99 | 19.48 | 14.73 | 15.82 | 15.13 | |
| Motilal Oswal Flexi Cap Fund Reg (G) | 2.24 | 12.58 | 24.14 | 58.07 | 18.68 | 18.62 | 12.4 | 16.82 | ||
| Parag Parikh Flexi Cap Fund Reg (G) | 2.03 | 8.46 | 14.14 | 39.97 | 19.45 | 26.47 | 20.66 | 18.61 | ||
| PGIM India Flexi Cap Fund (G) | 2.45 | 11.66 | 15.28 | 29.91 | 12.48 | 23.42 | 15.9 | |||
| Quant Flexi Cap Fund (G) | -0.58 | 7.56 | 14.81 | 57.42 | 27.08 | 37.05 | 22.85 | 21.42 | 13.81 |
1 year trailing
1st quartile : >54, The first was JM flexi cap fund, Motlia Oswal flexi cap fund and Quant flexi cap fund.
2rd quartile : 46- 54.5% – Invesco India flexi cap fund
3rd quartile : 37.5 -46% – Franklin India flexi cap , HDFC flexi cap fund, Parag parikh Flexi cap fund, ABSL Flexi cap fund , Kotak Flexi Cap fund, DSP flexi cap fund,
4th quartile : 29- 37.5% – PGIM India Flexi cap fund
3 years trailing return
1st quartile : 26.25% – 31%, JM Flexi Cap Fund, Quant Flexi Cap Fund ,HDFC Flexi Cap Fund Reg
2nd quartile: 21.5- 26.25%, Franklin India Flexi Cap Fund
3rd quartile : 16.75- 21.5 %, Parag Parikh Flexi Cap Fund Reg , Motilal Oswal Flexi Cap Fund Reg, Kotak Flexi Cap Fund Reg, Aditya Birla SL Flexi Cap Fund Reg,DSP Flexi Cap Fund Reg
4th quartile : 12- 16.75 %, PGIM India Flexi Cap Fund
Invesco flexi cap was not listed back then.
5 years trailing returns
1st quartile : 33-38%- Quant Flexi Cap Fund
2nd quartile : 28-33%, no fund
3rd quartile : 23-28%, JM Flexi Cap Fund, Parag Parikh Flexi Cap Fund Reg, Franklin India Flexi Cap Fund , HDFC Flexi Cap Fund Reg, PGIM India Flexi Cap Fund
4th quartile : 18- 23%, Aditya Birla SL Flexi Cap Fund Reg ,DSP Flexi Cap Fund Reg,Motilal Oswal Flexi Cap Fund Reg , Kotak Flexi Cap Fund Reg
Invesco flexi cap was not listed at that moment.
10 years trailing returns
1st quartile : 20.25-22%,Quant Flexi Cap Fund
2nd quartile : 18.5- 20.25%, Parag Parikh Flexi Cap Fund Reg and JM Flexi Cap Fund
3rd quartile : 16.75 – 18.5%, Motilal Oswal Flexi Cap Fund Reg
4th quartile :15- 16.75%,Kotak Flexi Cap Fund Reg, Franklin India Flexi Cap Fund,HDFC Flexi Cap Fund Reg, Aditya Birla SL Flexi Cap Fund Reg, DSP Flexi Cap Fund Reg
Invesco flexi cap and PGIM India Flexi cap were not present at that time.
15 years trailing returns
1st quartile : 16-17%, Franklin India Flexi Cap Fund and HDFC Flexi Cap Fund Reg
2nd quartile : 15-16%, DSP Flexi Cap Fund Reg, Aditya Birla SL Flexi Cap Fund Reg and Kotak Flexi Cap Fund Reg
3rd quartile : 14-15%, JM Flexi Cap Fund
4th quartile : 13-14%, Quant Flexi Cap Fund
Invesco flexi cap, PGIM India Flexi cap ,Motilal Oswal Flexi Cap Fund Reg and Parag parikh were not present at that time.
Rolling returns
| Return % | Return Consistency (% of times) | |||||||||
| Average | Median | MaximumReturn % | Minimum | Less than 0% | 0-8% | 8-12% | 12-15% | 15-20% | Greater Than 20% | |
| JM Flexi Cap Fund (G) | 17.07 | 16.45 | 32.8 | -3.77 | 2.48 | 6.73 | 11.09 | 20.12 | 26.88 | 32.7 |
| HDFC Flexi Cap Fund Reg (G) | 15.62 | 15.3 | 39.35 | -8.43 | 6.55 | 6.58 | 22.77 | 12.78 | 22.92 | 28.39 |
| Franklin India Flexi Cap Fund (G) | 16.03 | 17.5 | 35.84 | -9.41 | 5.94 | 10.22 | 17.82 | 10.4 | 14.09 | 41.53 |
| Motilal Oswal Flexi Cap Fund Reg (G) | 11.83 | 12.57 | 33.63 | -8 | 7.36 | 20.01 | 20.39 | 21.58 | 20.84 | 9.82 |
| Parag Parikh Flexi Cap Fund Reg (G) | 18.19 | 18.71 | 36.29 | 0.07 | 0 | 2.87 | 11 | 27.64 | 14.99 | 43.49 |
| Kotak Flexi Cap Fund Reg (G) | 16.09 | 16.04 | 31 | -5.19 | 2.1 | 7.25 | 11.68 | 23.12 | 29.03 | 26.82 |
| DSP Flexi Cap Fund Reg (G) | 15.34 | 15.18 | 28.77 | -2.51 | 0.84 | 8.45 | 15.29 | 23.62 | 29.56 | 22.25 |
| Aditya Birla SL Flexi Cap Fund Reg (G) | 16.23 | 16.31 | 34.63 | -7.57 | 3.84 | 8.74 | 9.76 | 16.31 | 34.1 | 27.26 |
| PGIM India Flexi Cap Fund (G) | 15.44 | 13.98 | 37.81 | -6.95 | 3.29 | 16.47 | 23.18 | 9.54 | 13.6 | 33.91 |
| Quant Flexi Cap Fund (G) | 21.02 | 18.61 | 51.91 | -9.61 | 3.9 | 9.99 | 5.88 | 11.04 | 22.98 | 46.21 |
15% > Is the returns that we look forward to
Quant flexi cap fund , the rolling returns had been in this range for 69% of times, with 46% of time above 20% returns.
Aditya Birla Flexi cap , the rolling returns have been 61% of times , with above 20% just 27% of times.
JM flexi cap delivered in this range for about 59% of times, with 37% of times above 20% returns.
Parag Parikh flexi cap delivered above 15% returns 58% of times, with 43 % of times above 20%
Franklin India Flexi cap fund delivered 15% and above for 55% of times, with 41.53 times in the 20% returns. Kotak Also deliver for 15% and above fro 55% of times but could not deliver above 26.82%
HDFC flexi cap fund delivered the 15% and above for 51% of times with 28.9% of time above 20%
DSP Flexi cap fund also delivered the 15% and above for 51% of times with just 22.5% of times above 20%
PGIM india Flexi delivered above15% for 47% of times though above 20% was bit high in this at 33% .
Motilal Oswal flexi cap fund was in this range for about 30% of times.
12% Rolling Returns and negative returns
86 % of times Parag Parikh Flexi cap showed the best stability in this the fund never delivered negative rolling returns.
Quant Flexi cap fund with 80% times above 12% of rolling returns, The fund had delivered negative rolling returns 3.29% of times with lowest drawdown of 9.61%
JM flexi cap has been delivered for 79% of times, it delivered negative returns for 2.48% of times the lowest drawdown was 3.77%
Kotak Flexi cap has been 78% of time above 12% and negative 2.1% of times lowest drawdown was 5.19%
Aditya Birla Flexi cap delivered the funds for 77.67 % of times, and was negative for 3.84% of times with lowest drawdown of 7.57%
DSP Flexi cap managed 12% of returns for 75% of times, Even the negative returns we limited to 0.84% of times max drawdown was 2.41%
Franklin India Flexi Cap Fund (G) was above 12% for 66 % of times and negative for 5.94% of times in the rolling period, lowest drawdown of 7.47%
HDFC flexi cap fund delivered 64% of times above 12% and was negative for 6.58% of times, lowest drawdown of 8.41%
PGIM India Flexi Cap India delivered above 12% for 57% of times and negative for 3.29% of times, lowest drawdown of 6.95%
Motilal Oswal Flexi cap delivered above 12% of rolling returns for 52% of times and was negative 7.56% of times with lowest drawdown of 8%
Vs Benchmark
| Scheme | 1 year | 3 years | 5 years | 10 years |
| Aditya Birla SL Flexi Cap Fund Reg (G) | 39.16 | 17.24 | 20.98 | 15.46 |
| DSP Flexi Cap Fund Reg (G) | 37.53 | 16.94 | 21.92 | 15.51 |
| Franklin India Flexi Cap Fund (G) | 44.68 | 23.46 | 24.9 | 16.44 |
| HDFC Flexi Cap Fund Reg (G) | 43.12 | 27.8 | 24.62 | 15.69 |
| Invesco India Flexi Cap Fund Reg (G) | 52.08 | |||
| JM Flexi Cap Fund (G) | 62.01 | 30.85 | 27.98 | 19 |
| Kotak Flexi Cap Fund Reg (G) | 36.84 | 17.99 | 19.48 | 15.82 |
| Motilal Oswal Flexi Cap Fund Reg (G) | 58.07 | 18.68 | 18.62 | 16.82 |
| Parag Parikh Flexi Cap Fund Reg (G) | 39.97 | 19.45 | 26.47 | 18.61 |
| PGIM India Flexi Cap Fund (G) | 29.91 | 12.48 | 23.42 | |
| Quant Flexi Cap Fund (G) | 57.42 | 27.08 | 37.05 | 21.42 |
| NIFTY 500 TRI | 39.48 | 20.16 | 22.92 | 15.19 |
1 year trailing
1st quartile : >54, The first was JM flexi cap fund, Motlia Oswal flexi cap fund and Quant flexi cap fund.
2rd quartile : 46- 54.5% – Invesco India flexi cap fund
3rd quartile : 37.5 -46% – Franklin India flexi cap , HDFC flexi cap fund, Parag parikh Flexi cap fund,
Could not deliver above index DSP flexi cap fund,Kotak Flexi Cap fund, PGIM India Flexi cap fund,ABSL Flexi cap fund
3 years trailing return
1st quartile : 26.25% – 31%, JM Flexi Cap Fund, Quant Flexi Cap Fund ,HDFC Flexi Cap Fund Reg
2nd quartile: 21.5- 26.25%, Franklin India Flexi Cap Fund
Could not beat the index PGIM India Flexi Cap Fund, DSP Flexi Cap Fund Reg, Aditya Birla SL Flexi Cap Fund Reg, Kotak Flexi Cap Fund Reg, Motilal Oswal Flexi Cap Fund Reg, Parag Parikh Flexi Cap Fund Reg
Invesco flexi cap was not listed back then.
5 years trailing returns
1st quartile : 33-38%- Quant Flexi Cap Fund
2nd quartile : 28-33%, no fund
3rd quartile : 23-28%, JM Flexi Cap Fund, Parag Parikh Flexi Cap Fund Reg, Franklin India Flexi Cap Fund , HDFC Flexi Cap Fund Reg, PGIM India Flexi Cap Fund
Could not beat the index Aditya Birla SL Flexi Cap Fund Reg ,DSP Flexi Cap Fund Reg,Motilal Oswal Flexi Cap Fund Reg , Kotak Flexi Cap Fund Reg
Invesco flexi cap was not listed at that moment.
10 years trailing returns
1st quartile : 20.25-22%,Quant Flexi Cap Fund
2nd quartile : 18.5- 20.25%, Parag Parikh Flexi Cap Fund Reg and JM Flexi Cap Fund
3rd quartile : 16.75 – 18.5%, Motilal Oswal Flexi Cap Fund Reg
4th quartile :15- 16.75%,Kotak Flexi Cap Fund Reg, Franklin India Flexi Cap Fund,HDFC Flexi Cap Fund Reg, Aditya Birla SL Flexi Cap Fund Reg, DSP Flexi Cap Fund Reg
All funds were able to beat the index but the ABSL Flexi cap fund, DSP flexi cap fund, Kotak Flexi cap fund, HDFC flexi cap fund the margin was very low.
Invesco flexi cap and PGIM India Flexi cap were not present at that time.
Ratios :
| Fund Name | Alpha 3Y | Alpha 5Y | Alpha 10Y | Beta 3Y | Beta 5Y | Beta 10Y | Std deviation 3Y | Std Deviation 5Y | Std Deviation 10Y | Sharpe Ratio 3Y | Sharpe Ratio 5Y | Sharpe Ratio 10Y | Sortino Ratio |
| JM flexi cap fund | 9.94 | 5.8 | 3.81 | 0.94 | 0.93 | 0.96 | 13.52 | 18.73 | 17.02 | 1.76 | 1.17 | 0.79 | 3.9 |
| HDFC Flexi cap | 7.05 | 0.80 | 0.13 | 0.87 | 1.02 | 1.06 | 12.41 | 20.14 | 18.52 | 1.59 | 0.91 | 0.59 | 2.50 |
| Franklin India flexi cap fund | 3.32 | 1.73 | 1.44 | 0.91 | 0.98 | 0.95 | 12.63 | 19.10 | 16.35 | 1.32 | 0.98 | 0.68 | 2.23 |
| Motilal Oswal Flexi Cap fund | 0.60 | -1.86 | 1.97 | 0.84 | 0.91 | 0.92 | 13.37 | 18.41 | 16.84 | 0.97 | 0.76 | 0.67 | 1.67 |
| Parag Parikh flexi cap fund | 2.66 | 6.58 | 4.96 | 0.71 | 0.75 | 0.70 | 10.91 | 15.80 | 13.48 | 1.19 | 1.24 | 0.89 | 1.70 |
| Kotak Flexi Cap | -0.33 | -1.26 | 1.32 | 0.91 | 0.93 | 0.94 | 12.61 | 17.80 | 15.95 | 1.03 | 0.83 | 0.68 | 1.76 |
| DSP Flexi Cap | -2.70 | 0.30 | 0.39 | 0.98 | 0.96 | 1.01 | 14.05 | 19.02 | 17.52 | 0.82 | 0.89 | 0.60 | 1.63 |
| ABSL Flexi Cap fund | -2.69 | -1.91 | -0.05 | 0.96 | 1.02 | 1.0 | 13.14 | 19.48 | 17.02 | 0.86 | 0.80 | 0.59 | 1.60 |
| PGIM India flexi cap fund | -6.20 | 0.66 | – | 0.90 | 0.96 | – | 12.85 | 19.06 | – | 0.54 | 0.90 | – | 1.04 |
| Quant Flexi cap fund | 4.75 | 12.23 | 6.00 | 0.98 | 0.90 | 0.92 | 15.66 | 19.91 | 17.87 | 1.22 | 1.39 | 0.85 | 1.97 |
| Invesco India Flexi Cap | – | – | – | – | – | – | – | – | – | – | – | – | – |
Fund managers Longevity :
JM flexi cap fund :
There are 3 fund managers. Being managed by CIO of JM Flexi cap for the last 3 years . Other fund managers are for the last 3 years. Last fund manager has been managing for 2 years. All have 22 years of experience but are managing a lot of funds under management.
HDFC Flexi cap :
The fund is being managed by 2 fund managers. New fund managers were managing for the last 2 years. They have been managing the fund well.
Franklin India flexi cap fund :
The fund is being managed by 3 fund managers. One is the president. But he has many other funds to manage . Another senior manager has been managing for the last 3 years, again he is managing a lot of funds. Last fund manager who has been managing for 1 year is also an experienced person of 17 years and he is also managing a lot of funds.
Motilal Oswal Flexi Cap fund :
The fund is being managed by 4 fund managers . One is the CIO managing for 2 years, 2 other managers have been managing for 1 year. 1 of the managers is new in the industry.
Parag Parikh flexi cap fund :
Being managed by 5 managers. The most stable fund manager teams.
Kotak Flexi Cap :
Two fund managers have been managing the fund , one is the CIO, he is managing the fund for the last 12 years. Another fund manager has been managing the fund for the last 2 years and has 17 years of experience, but he is managing a lot of funds.
DSP Flexi Cap :
Has a recent change in the fund manager with just 1 one fund manager who has experience of just 1 years.
ABSL Flexi Cap fund :
The fund is being managed by 2 fund managers. One fund manager is managing lots of funds and has been managing for 2 years. And another fund is managing for 1 year.
PGIM India flexi cap fund :
Total fund managers are 5 fund managers. The fund manager has been managing the fund for 5 years. Rest of the fund managers have been managing for the last 1 year.
Quant Flexi cap fund :
The fund is being managed by 4 fund managers. The longest is 8 years.
Invesco India Flexi Cap :
The fund is being managed by 2 fund managers. CIO of Invesco for 3 years and have 30 years of experience and other is 22 years of experience.
Portfolio :
| Fund Name | Strategy | Top Sectors( %) | Top Stock( %) | Allocation( %) | No of Stocks | Portfolio Churn( %) |
| JM flexi cap fund | Growth/ volatile / Momentum | Industrial : 22.64 Financial : 18.61 Basic Material : 15.93 Consumer Cyclical : 14.44 | REC ltd : 3.61 HDFC : 3.52 Infosys ltd : 3.26 L&T : 3.22 ICICI bank ltd : 2.78 | Large Cap : 62.06 Mid Cap : 29.21 Small Cap : 6.72 Other: 2.94 Bonds:0 | 66 | 146% |
| HDFC Flexi cap | Growth/ momentum | Financial Services : 44.03 Healthcare : 14.68 Consumer Cyclical : 12.26 Technology : 11.22 | ICICI bank : 9.47 HDFC bank : 9.32 Axis bank : 8.52 Cipla : 4.82 | Large Cap : 78.54 Mid Cap : 10.42 Small Cap : 0.51 Other: 3.77 Bonds:5.66 | 48 | 34% |
| Franklin India flexi cap fund | Value /Momentum | Financial Service : 28 Industrial : 13.90 Consumer cyclical : 12.94 Technology : 10.34 | ICICI bank : 7.61 HDFC bank : 6.78 Infosys : 4.96 Bharti airtel : 4.85 | Large Cap : 85.75 Mid Cap : 8.46 Small Cap : 0.61 Other: 3.51 Bonds: 0 | 55 | 21% |
| Motilal Oswal Flexi Cap fund | Growth/ Quality/ Momentum | Industrial : 26.30 Technology : 24.19 Consumer Cyclical : 19.31 Financial Services : 18.45 | Persistent sys : 10.54 Polycab : 9.72 JIO : 9.02 Coforge : 6.60 | Large Cap : 81.24 Mid Cap : 7.73 Small Cap : 0.39 Other: 8 Bonds:0 | 23 | 137% |
| Parag Parikh flexi cap fund | Growth/ Quality | Financial Services : 39.16 Consumer Cyclical : 11.94 Technology : 11.37 Utilities : 9.35 | HDFC bank : 8.03 Power grid : 6.86 Bajaj holdings : 6.5 ITC : 5.76 | Large Cap : 78.89 Mid Cap : 5.37 Small Cap : 0.34 Other: 16.51 Bonds:4.59 | 86 | 28% |
| Kotak Flexi Cap | Growth/Quality/momentum | Financial Services : 22.84 Industrial : 19.10 Basic material : 17.56 Consumer cyclical : 13.28 | ICICI bank : 5.99 BEL : 5.76 HDFC bank : 4.81 L&T : 4.04 Ultra Tech : 3.98 | Large Cap : 93.78 Mid Cap : 4.5 Small Cap : 0 Other: 5 Bonds:0 | 57 | 25% |
| DSP Flexi Cap | Growth/ Quality/ Momentum | Financials : 34.08 Consumer Cyclical : 12.96 Industrial : 11.73 Technology : 10.47 | Bajaj Finance : 5.59 ICICI : 5.43 HDFC bank : 4.42 Infosys : 4.31 Axis bank : 3.93 | Large Cap : 80.53 Mid Cap : 16.56 Small Cap : 1.13 Other: 3.51 Bonds:0 | 55 | 29% |
| ABSL Flexi Cap fund | Growth/ Momentum | Financials : 29.13 Consumer Cyclical : 12.19 Technology : 11.49 Industrial : 10.70 | ICICI bank : 7.08 Infosys : 5.33 Sun pharma : 4.05 Reliance : 3.70 Bharti Airtel : 3.57 | Large Cap : 86.85 Mid Cap : 11.18 Small Cap : 0.57 Other: 7.32 Bonds: 0 | 79 | 23% |
| PGIM India flexi cap fund | Growth/ Quality/ Momentum | Financial : 26.53 Industrial : 14.82 Consumer Cyclical : 13.69 Technology : 12.39 | ICICI bank : 6.89 HDFC bank : 6.48 Reliance : 4.25 TCS : 3.49 Varun beverages : 3.46 | Large Cap : 88.79 Mid Cap : 9.26 Small Cap : 0 Other: 3.03 Bonds: 1.52 | 63 | 136% |
| Quant Flexi cap fund | Growth/ Momentum | Financial : 24.29 Consumer Defensive : 18.73 Consumer Cyclical : 15.77 Utilities : 12.37 | Reliance : 9.50 ITC : 8.96 HDFC bank : 8.70 Samvardhana motherson : 7.24 Adani Power : 6.67 | Large Cap : 80.01 Mid Cap : 9.89 Small Cap : 0.62 Other: 14.63 Bonds:0 | 35 | 116% |
| Invesco India Flexi Cap | Growth/ Quality/Volatility | Financial : 30.84 Consumer Cyclical : 16.94 Industrial : 13.56 Technology : 12.66 | ICICI bank : 8.12 HDFC bank : 4.29 Infosys : 3.58 Axis Bank : 3.23 | Large Cap : 80.5 Mid Cap : 16.79 Small Cap : 0 Other: 2.78 Bonds:0 | 33 | 116% |
Overall:
This analysis effectively highlights the key characteristics of each Flexi Cap fund. Remember, these are just insights, and you should conduct further research and consult a financial advisor before making any investment decisions.
Do get your asset allocation set before investing, the choice of funds is to large, the fund suitable today may be waste tomorrow keep reviewing your portfolio
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