Best Flexi Cap Funds: Best Flexi Cap Mutual Funds in 2024

Best Flexi Cap Funds

Most mutual fund investors particularly notice investors tend to get worried about the present market conditions that are characterized by instability and unpredictability. They are also unable to decide which market segment to invest in whether large caps mid caps or any other. In addition, they also consider the question of how will they ever know when to switch from one category of investment to another, when the market sentiment changes. Are you also in this situation? Don’t worry Here is an easy way out. You can consider the best Flexicap funds for your needs.

Investors planning long-term wealth creation through index funds can also explore SIP planning strategies and estimate future returns using a SIP Calculator before investing in NFOs or mutual funds.

Flexicap mutual funds give the fund managers the liberty to invest in any market cap and across any particular sector/theme as the name suggests. It means the fund managers can virtually invest anywhere depending on their assessment of market conditions. Flexicap schemes are normally suitable for medium-risk investors for whom wealth creation has been expected for a long time. A time frame of five to seven years is desired for investments made in these schemes.

As an investor or reader, you must be thinking about what is flexi cap mutual fund, also if you are thinking about future financial solutions and looking for some of the best Flexicap mutual funds in 2024 then you are at the right place. So Today we are covering some top-performing flexicap mutual funds but before that let's know in brief about flexicap mutual funds.

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What is a Flexi cap mutual fund?

Flexi Cap funds make investments in businesses of all sizes and a variety of industries. They can adjust the portfolio in response to shifting market conditions thanks to this flexibility.

Advantages of Flexi Cap Funds

• Exposure to companies across all sectors and sizes that propel the Indian economy.

• Perfect for long-term objectives that are beyond seven years in the future.

• Fund managers can adjust portfolios in response to changes in the market.

Now let's see some top 3 flexi cap funds for a better understanding

1). Quant Flexi Cap Fund Direct-Growth

Objective- The plan invests in a portfolio of large, mid, and small-cap companies to produce steady returns.

Returns Performance- Over the past ten years, this fund has produced the highest return among Flexi Cap funds.

Chance: In 70% of cases, investors who have held this fund for at least five years have seen an annual return of 17.71%.

Return/Risk: This fund generates 20% higher returns for each unit of risk it takes.

Protection Against Volatility: This fund performs worse than others in its category in terms of protection against volatility.

Asset Allocation

Top 3 Stock Holdings

Some Schemes mentioned below are among the best flexi cap fund for sip:

2). JM Flexicap Fund Direct Plan-Growth

Objective- By investing mostly in equity and equity-related securities of different markets based on valuation discounts or premiums among large, mid, and small-cap stocks, the scheme seeks to provide capital appreciation. The fund will continuously adjust the weights to capture value while maintaining an ideal risk/return profile.

Returns Performance- Over the past ten years, this fund has produced the highest return among Flexi Cap funds.

Chance: In its category, this fund is among the best at producing steady returns.

Return/Risk: This fund yields returns that are 20% higher for every unit of risk it assumes.

Protection Against Volatility: This fund fairs poorer than many others in its category of volatility protection.

Asset Allocation

Top 3 Stock Holdings

3). HDFC Flexi Cap Direct Plan-Growth

Objective- The scheme aims to produce income and capital appreciation from a portfolio that is primarily invested in equities and equity-related securities.

Returns Performance- Over the past ten years, this fund has produced the highest return among Flexi Cap funds.

Return/Risk: In 70% of cases, investors who have held this fund for at least five years have seen an annual return of 12.91%.

Volatility Protection: This fund performs worse than others in its category in terms of volatility protection.

Asset Allocation

Top 3 Stock Holdings

Conclusion: 

Flexi cap mutual funds allow an investment across companies of all sizes and sectors. In other words, these are ideal to be invested in the long term. It reacts to the altering market conditions, providing opportunities for wealth creation in the long term. Quant Flexi Cap, JM Flexicap, and HDFC Flexi Cap are some of the options in such mutual funds. 

Disclaimer: Not a buy or sell recommendation/advice. No investment advice is given. This content is purely for educational and information purposes only. Always consult your eligible financial advisor for investment-related decisions.