Flexible Allocations

Flexi Cap Mutual Funds

Invest dynamically across market sizes. Explore flexi-cap schemes that dynamically shift assets between large, mid, and small cap companies based on valuation trends.

Dynamic Size Allocation

Fund managers shift capital sizes freely based on active stock market evaluations and sector cycles.

Diversified Security

Provides a one-stop equity diversification solution, minimizing downside risks in any single sector.

All Weather Performance

Designed to deliver consistent returns across varying economic conditions and stock valuation shifts.

unlimited size flex

Dynamic Risk Management

Unlike sector-specific or size-restricted schemes, flexi cap funds adapt freely. When markets become volatile, the fund manager allocates capital to stable large cap giants. During bull runs, they shift allocations to high-alpha mid and small caps.

✔ Historical returns average: 13-16% p.a.
✔ Professional valuation tracking
✔ Automated monthly SIP execution online

Asset Allocation

Why Choose Flexi Cap Funds?

Flexi cap schemes represent the most popular equity mutual funds for general retail portfolios. Here is why:

Professional Allocation Control: Retail investors often struggle to time the shift between large cap and small cap cycles. Flexi cap fund managers execute these reallocation decisions for you.
Unrestricted Mandate: Carry zero minimum allocation limits per market size (unlike Multi Cap funds which require 25% minimums), ensuring unrestricted investment choices.
Smooth Compounding: Perfect core portfolio building block to accumulate wealth steadily over 5+ years.

FAQs

Frequently Asked Questions

Find immediate answers regarding flexi cap mutual funds.

What are flexi cap mutual funds?

Flexi cap mutual funds are equity schemes that have the flexibility to invest across large cap, mid cap, and small cap companies without any restricted minimum category allocation limits, allowing managers to optimize allocations based on market valuations.

How do flexi cap funds differ from multi cap funds?

**Multi cap funds** are mandated by SEBI to invest at least 25% *each* in large cap, mid cap, and small cap stocks at all times. **Flexi cap funds** carry no such limits; the fund manager can allocate up to 100% in large cap or mid cap based on risk assessments, making them more adaptable.

Who should invest in flexi cap schemes?

Flexi cap schemes are highly recommended as anchor products for general retail investors who want stock market exposure but prefer to leave size-based asset allocation decisions to professional fund managers.