Flexi Cap Mutual Funds

Flexi Cap Mutual Funds in India are designed to offer flexibility by investing in a mix of large, mid, and small-cap stocks, without being restricted by fixed allocation limits. This approach gives fund managers the freedom to shift their investments to respond to prevailing market conditions , helping to capture the best opportunities for their investors and provide improved alpha in returns over time.

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List of Flexi Cap Mutual Funds

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Search Result - 47 Mutual Funds

Fund Name	Fund Size (Cr.)	3Y Returns	5Y Returns	Invest Now
ITI Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	1,621	20.37%	0.00%	Invest
Bank of India Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	3,137	19.35%	16.13%	Invest
Motilal Oswal Flexi Cap Fund-DirGrowth Equity Flexi Cap Fund	13,228	18.78%	14.01%	Invest
360 ONE FlexiCap Fund - Direct Growth Equity Flexi Cap Fund	2,201	18.75%	0.00%	Invest
Invesco India Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	5,488	18.68%	0.00%	Invest
Bajaj Finserv Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	8,788	17.85%	0.00%	Invest
HDFC Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	110,441	17.84%	16.79%	Invest
ICICI Pru Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	25,382	17.16%	14.96%	Invest
HSBC Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	5,611	17.10%	13.10%	Invest
Aditya Birla SL Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	28,398	17.02%	11.93%	Invest

Fund Name	1Y Returns	Rating	Fund Size (Cr.)
ITI Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	16.46% Fund Size (Cr.) - 1,621 Invest
Bank of India Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	11.23% Fund Size (Cr.) - 3,137 Invest
Motilal Oswal Flexi Cap Fund-DirGrowth Equity Flexi Cap Fund	6.60% Fund Size (Cr.) - 13,228 Invest
360 ONE FlexiCap Fund - Direct Growth Equity Flexi Cap Fund	10.70% Fund Size (Cr.) - 2,201 Invest
Invesco India Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	7.74% Fund Size (Cr.) - 5,488 Invest
Bajaj Finserv Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	8.03% Fund Size (Cr.) - 8,788 Invest
HDFC Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	4.97% Fund Size (Cr.) - 110,441 Invest
ICICI Pru Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	7.64% Fund Size (Cr.) - 25,382 Invest
HSBC Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	8.01% Fund Size (Cr.) - 5,611 Invest
Aditya Birla SL Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	8.71% Fund Size (Cr.) - 28,398 Invest

Why Invest in Flexi Cap Mutual Funds?

Investing in Flexi Cap Mutual Funds offers diversification across large, mid, and small-cap stocks, allowing flexibility to adjust to market conditions. They provide potential for higher returns by capitalizing on growth opportunities while balancing risk. Ideal for long-term investors seeking growth, these funds adapt to market dynamics and offer a balanced approach to wealth creation.

How Do Flexi Cap Mutual Funds Work?

Flexi Cap Mutual Funds in India invest in a mix of large-cap, mid-cap, and small-cap stocks, with no predetermined allocation limit. Fund managers actively manage the portfolio, shifting investments across different market segments based on prevailing market conditions and growth opportunities. This flexibility allows them to adjust the fund's strategy, focusing on high-growth stocks when the market favors them or reducing exposure to riskier segments during volatility. By investing in a diverse range of companies, Flexi Cap Funds aim to offer better risk-adjusted returns over the long term. They are suitable for investors looking for growth, diversification, and the potential to outperform the broader market over time.

Features of Flexi Cap Mutual Funds

The Best Flexi Cap Mutual Funds in India offer several key features:

1. Diversification: Invest in a mix of large-cap, mid-cap, and small-cap stocks for broad market exposure.
2. Flexibility: No fixed allocation limits across market segments, allowing fund managers to adjust based on market conditions.
3. Active Management: Fund managers actively manage the portfolio to capitalise on growth opportunities and manage risk.
4. Long-term Growth: Designed for long-term capital appreciation by investing in high-growth stocks.
5. Risk-Return Balance: Aim to provide an optimal mix of risk and reward, balancing potential returns with market volatility.
6. SIP and Lump Sum: Flexi Cap Mutual Funds are available for both Systematic Investment Plans (SIP) and lump-sum investments.

Who Should Invest in Flexi Cap Mutual Funds?

Flexi Cap Funds are ideal for long-term investors seeking capital appreciation with a balanced approach to risk. They suit individuals with a moderate to high-risk tolerance who are looking for diversification across large, mid, and small-cap stocks. Investing in Flexi Cap Mutual Funds are suitable for investors who want to take advantage of market growth opportunities while benefiting from professional management. They are also a good choice for those who seek flexibility, as fund managers can adjust investments based on market conditions and economic cycles.

How to Invest in Flexi Cap Mutual Funds - A Step-By-Step Guide

Investing in Flexi Cap Mutual Funds on 5paisa is straightforward. Follow these easy steps to get started:

1. Choose a Fund: Research and select a suitable Flexi Cap Mutual Fund from trusted fund houses, based on historical performance, risk level, and investment goals. With the 5paisa app, you can easily compare funds based on performance, risk levels, and other key metrics.
2. Open an Account: If you don’t already have an account, you can open one directly on the 5paisa app or website. The process is quick and completely paperless.
3. Complete KYC: Ensure your KYC (Know Your Customer) is completed. This requires submitting ID proof, address proof, and a photograph.
4. Decide Investment Amount: You can invest a lump sum amount or set up a Systematic Investment Plan (SIP) for regular contributions.
5. Make Payment: Use net banking, UPI, or cheque to make the payment for your investment.
6. Track Performance: Monitor the performance of your Flexi Cap fund regularly through the 5paisa app, which offers updates and insights to keep you on track with your goals.

Factors to Consider Before Investing in Flexi Cap Mutual Funds in India

1. Risk Tolerance: These funds invest across market caps, including small-cap stocks, which can be volatile. Assess your ability to handle market fluctuations.
2. Investment Horizon: Flexi Cap Funds in India are suitable for long-term investors looking for capital appreciation over time.
3. Fund Manager's Expertise: Review the experience and track record of the fund manager, as their decisions greatly impact fund performance.
4. Expense Ratio: Compare the fund's expense ratio to ensure you're not paying excessively for management fees.
5. Past Performance: Although not a guarantee of future returns, assess the historical performance of the fund.
6. Market Conditions: Flexi Cap funds can be affected by market cycles, so consider current economic trends before investing.

Taxability of Flexi Cap Mutual Funds

Flexi Cap Mutual Funds Returns taxation follows the same rules as other equity mutual funds. Short-term capital gains (STCG) are taxed at 20% if held for less than a year. The Union Budget 2024 introduced changes, including an increase in the exemption limit for LTCG from Rs. 1 lakh to Rs. 1.25 lakh and a rise in the LTCG tax rate from 10% to 12.5% for high return Flexi Cap Mutual Funds.

Benefits of Flexi Cap Mutual Funds

1. Diversification: They invest across large-cap, mid-cap, and small-cap stocks, reducing risk through diversified exposure to different sectors and market segments.
2. Flexibility: Fund managers can adjust allocations based on market conditions, optimizing returns and minimizing risks.
3. Potential for High Returns: By including mid and small-cap stocks, Flexi Cap Funds benefit from the potential for higher returns compared to traditional large-cap funds.
4. Professional Management: Managed by experienced professionals who actively monitor and adjust the portfolio for optimal performance.
5. Suitable for Long-Term Growth: Ideal for investors with a long-term horizon seeking capital appreciation.

Risks Involved in Flexi Cap Mutual Funds

1. Market Risk: These funds invest in equity markets, which are volatile and can lead to significant fluctuations in value.
2. Sectoral Risk: Exposure to certain sectors may affect the fund's performance if those sectors underperform.
3. Liquidity Risk: While generally liquid, small-cap stocks in the portfolio may face liquidity challenges, impacting fund performance.
4. Managerial Risk: Fund performance heavily depends on the expertise of the fund manager. Poor decisions can lead to underperformance.
5. Interest Rate Risk: Changes in interest rates can impact the performance of stocks, especially those in interest-sensitive sectors.

Difference Between Flexi Cap vs Multi Cap Mutual Funds

	Flexi Cap Fund	Multi Cap Funds
Investment Strategy	Invests across large, mid, and small caps with flexibility	Invests across large, mid, and small caps with fixed exposure
Risk Level	Moderate to High, more flexible and dynamic	High, due to exposure to all market caps
Diversification	High, flexible allocation across market caps	High, but usually has a more fixed allocation to market caps
Growth Potential	High, captures growth across all market caps	High, with potential for small-cap exposure to boost growth
Expense Ratio	Generally moderate to high	Can be high, due to broader market cap exposure

How Flexi Cap Funds Performed in the last 5 years?

Over the past five years, Flexi Cap Mutual Funds in India have delivered robust returns, reflecting their diversified investment approach across large, mid, and small-cap stocks. These funds have consistently outperformed their benchmarks, showcasing the potential of Flexi Cap Mutual Funds for investors seeking high returns with diversified equity exposure.

SIP Vs Lumpsum Investment in Flexi Cap Mutual Funds

SIP (Systematic Investment Plan) offers disciplined, regular investing, averaging the cost and reducing market timing risk. It's ideal for long-term investors. Lumpsum investment involves a one-time large amount, potentially benefiting from immediate market conditions, but carries higher timing risk. Flexi Cap SIP is better for risk-averse investors, while lumpsum suits confident investors.

Popular Flexi Cap Mutual Funds

Fund Name
Min Investment Amt
AUM (Cr)
3Y Returns

Flexi Cap Mutual Funds

List of Flexi Cap Mutual Funds

Filters

Category

Sub Category

Rating

AMC

Fund Size

Risk

Filters

Why Invest in Flexi Cap Mutual Funds?

How Do Flexi Cap Mutual Funds Work?

Features of Flexi Cap Mutual Funds

Who Should Invest in Flexi Cap Mutual Funds?

How to Invest in Flexi Cap Mutual Funds - A Step-By-Step Guide

Factors to Consider Before Investing in Flexi Cap Mutual Funds in India

Taxability of Flexi Cap Mutual Funds

Benefits of Flexi Cap Mutual Funds

Risks Involved in Flexi Cap Mutual Funds

Difference Between Flexi Cap vs Multi Cap Mutual Funds

How Flexi Cap Funds Performed in the last 5 years?

SIP Vs Lumpsum Investment in Flexi Cap Mutual Funds

Popular Flexi Cap Mutual Funds

ITI Flexi Cap Fund - Direct Growth

₹ 500

₹ 1,621

20.37%

Min SIP Investment Amt

₹ 500

AUM (Cr.)

₹ 1,621

3Y Returns

20.37%

Bank of India Flexi Cap Fund - Direct Growth

₹ 1000

₹ 3,137

19.35%

Min SIP Investment Amt

₹ 1000

AUM (Cr.)

₹ 3,137

3Y Returns

19.35%

Motilal Oswal Flexi Cap Fund-DirGrowth

₹ 500

₹ 13,228

18.78%

Min SIP Investment Amt

₹ 500

AUM (Cr.)

₹ 13,228

3Y Returns

18.78%

360 ONE FlexiCap Fund - Direct Growth

₹ 1000

₹ 2,201

18.75%

Min SIP Investment Amt

₹ 1000

AUM (Cr.)

₹ 2,201

3Y Returns

18.75%

Invesco India Flexi Cap Fund - Direct Growth

₹ 100

₹ 5,488

18.68%

Min SIP Investment Amt

₹ 100

AUM (Cr.)

₹ 5,488

3Y Returns

18.68%

Bajaj Finserv Flexi Cap Fund - Direct Growth

₹ 500

₹ 8,788

17.85%

Min SIP Investment Amt

₹ 500

AUM (Cr.)

₹ 8,788

3Y Returns

17.85%

HDFC Flexi Cap Fund - Direct Growth

₹ 100

₹ 110,441

17.84%

Min SIP Investment Amt

₹ 100

AUM (Cr.)

₹ 110,441

3Y Returns

17.84%

ICICI Pru Flexi Cap Fund - Direct Growth

₹ 100

₹ 25,382

17.16%

Min SIP Investment Amt

₹ 100

AUM (Cr.)

₹ 25,382

3Y Returns

17.16%

HSBC Flexi Cap Fund - Direct Growth

₹ 1000

₹ 5,611

17.10%

Min SIP Investment Amt

₹ 1000

AUM (Cr.)

₹ 5,611

3Y Returns

17.10%

Aditya Birla SL Flexi Cap Fund - Direct Growth

₹ 100

₹ 28,398

17.02%

Min SIP Investment Amt

₹ 100

AUM (Cr.)

₹ 28,398

3Y Returns

17.02%

Other Calculators

Frequently Asked Questions

Open Free Demat Account

Flexi Cap Mutual Funds

List of Flexi Cap Mutual Funds

Filters

Category

Sub Category

Rating

AMC

Fund Size

Risk

Filters

Why Invest in Flexi Cap Mutual Funds?

How Do Flexi Cap Mutual Funds Work?

Features of Flexi Cap Mutual Funds

Who Should Invest in Flexi Cap Mutual Funds?

How to Invest in Flexi Cap Mutual Funds - A Step-By-Step Guide

Factors to Consider Before Investing in Flexi Cap Mutual Funds in India

Taxability of Flexi Cap Mutual Funds

Benefits of Flexi Cap Mutual Funds

Risks Involved in Flexi Cap Mutual Funds

Difference Between Flexi Cap vs Multi Cap Mutual Funds

How Flexi Cap Funds Performed in the last 5 years?

SIP Vs Lumpsum Investment in Flexi Cap Mutual Funds

Popular Flexi Cap Mutual Funds

ITI Flexi Cap Fund - Direct Growth ₹ 500 ₹ 1,621 20.37% Min SIP Investment Amt ₹ 500 AUM (Cr.) ₹ 1,621 3Y Returns 20.37%

Bank of India Flexi Cap Fund - Direct Growth ₹ 1000 ₹ 3,137 19.35% Min SIP Investment Amt ₹ 1000 AUM (Cr.) ₹ 3,137 3Y Returns 19.35%

Motilal Oswal Flexi Cap Fund-DirGrowth ₹ 500 ₹ 13,228 18.78% Min SIP Investment Amt ₹ 500 AUM (Cr.) ₹ 13,228 3Y Returns 18.78%

360 ONE FlexiCap Fund - Direct Growth ₹ 1000 ₹ 2,201 18.75% Min SIP Investment Amt ₹ 1000 AUM (Cr.) ₹ 2,201 3Y Returns 18.75%

Invesco India Flexi Cap Fund - Direct Growth ₹ 100 ₹ 5,488 18.68% Min SIP Investment Amt ₹ 100 AUM (Cr.) ₹ 5,488 3Y Returns 18.68%

Bajaj Finserv Flexi Cap Fund - Direct Growth ₹ 500 ₹ 8,788 17.85% Min SIP Investment Amt ₹ 500 AUM (Cr.) ₹ 8,788 3Y Returns 17.85%

HDFC Flexi Cap Fund - Direct Growth ₹ 100 ₹ 110,441 17.84% Min SIP Investment Amt ₹ 100 AUM (Cr.) ₹ 110,441 3Y Returns 17.84%

ICICI Pru Flexi Cap Fund - Direct Growth ₹ 100 ₹ 25,382 17.16% Min SIP Investment Amt ₹ 100 AUM (Cr.) ₹ 25,382 3Y Returns 17.16%

HSBC Flexi Cap Fund - Direct Growth ₹ 1000 ₹ 5,611 17.10% Min SIP Investment Amt ₹ 1000 AUM (Cr.) ₹ 5,611 3Y Returns 17.10%

Aditya Birla SL Flexi Cap Fund - Direct Growth ₹ 100 ₹ 28,398 17.02% Min SIP Investment Amt ₹ 100 AUM (Cr.) ₹ 28,398 3Y Returns 17.02%

Other Calculators

Frequently Asked Questions

Open Free Demat Account

ITI Flexi Cap Fund - Direct Growth

₹ 500

₹ 1,621

20.37%

Min SIP Investment Amt

₹ 500

AUM (Cr.)

₹ 1,621

3Y Returns

20.37%

Bank of India Flexi Cap Fund - Direct Growth

₹ 1000

₹ 3,137

19.35%

Min SIP Investment Amt

₹ 1000

AUM (Cr.)

₹ 3,137

3Y Returns

19.35%

Motilal Oswal Flexi Cap Fund-DirGrowth

₹ 500

₹ 13,228

18.78%

Min SIP Investment Amt

₹ 500

AUM (Cr.)

₹ 13,228

3Y Returns

18.78%

360 ONE FlexiCap Fund - Direct Growth

₹ 1000

₹ 2,201

18.75%

Min SIP Investment Amt

₹ 1000

AUM (Cr.)

₹ 2,201

3Y Returns

18.75%

Invesco India Flexi Cap Fund - Direct Growth

₹ 100

₹ 5,488

18.68%

Min SIP Investment Amt

₹ 100

AUM (Cr.)

₹ 5,488

3Y Returns

18.68%

Bajaj Finserv Flexi Cap Fund - Direct Growth

₹ 500

₹ 8,788

17.85%

Min SIP Investment Amt

₹ 500

AUM (Cr.)

₹ 8,788

3Y Returns

17.85%

HDFC Flexi Cap Fund - Direct Growth

₹ 100

₹ 110,441

17.84%

Min SIP Investment Amt

₹ 100

AUM (Cr.)

₹ 110,441

3Y Returns

17.84%

ICICI Pru Flexi Cap Fund - Direct Growth

₹ 100

₹ 25,382

17.16%

Min SIP Investment Amt

₹ 100

AUM (Cr.)

₹ 25,382

3Y Returns

17.16%

HSBC Flexi Cap Fund - Direct Growth

₹ 1000

₹ 5,611

17.10%

Min SIP Investment Amt

₹ 1000

AUM (Cr.)

₹ 5,611

3Y Returns

17.10%

Aditya Birla SL Flexi Cap Fund - Direct Growth

₹ 100

₹ 28,398

17.02%

Min SIP Investment Amt

₹ 100

AUM (Cr.)

₹ 28,398

3Y Returns

17.02%