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 - 46 Mutual Funds

Fund Name	Fund Size (Cr.)	3Y Returns	5Y Returns	Invest Now
Bank of India Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	2,786	22.07%	18.06%	Invest
Motilal Oswal Flexi Cap Fund-DirGrowth Equity Flexi Cap Fund	13,940	21.14%	13.60%	Invest
Invesco India Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	5,468	20.42%	0.00%	Invest
ITI Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	1,467	20.20%	0.00%	Invest
360 ONE FlexiCap Fund - Direct Growth Equity Flexi Cap Fund	2,197	19.75%	0.00%	Invest
ICICI Pru Flexicap Fund - Direct Growth Equity Flexi Cap Fund	24,100	19.06%	16.85%	Invest
HSBC Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	5,718	17.79%	14.72%	Invest
HDFC Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	110,736	17.70%	18.69%	Invest
Quant Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	7,262	17.49%	16.40%	Invest
Aditya Birla SL Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	28,112	17.19%	13.39%	Invest

Fund Name	1Y Returns	Rating	Fund Size (Cr.)
Bank of India Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	17.41% Fund Size (Cr.) - 2,786 Invest
Motilal Oswal Flexi Cap Fund-DirGrowth Equity Flexi Cap Fund	6.92% Fund Size (Cr.) - 13,940 Invest
Invesco India Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	6.39% Fund Size (Cr.) - 5,468 Invest
ITI Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	16.23% Fund Size (Cr.) - 1,467 Invest
360 ONE FlexiCap Fund - Direct Growth Equity Flexi Cap Fund	13.25% Fund Size (Cr.) - 2,197 Invest
ICICI Pru Flexicap Fund - Direct Growth Equity Flexi Cap Fund	16.16% Fund Size (Cr.) - 24,100 Invest
HSBC Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	10.22% Fund Size (Cr.) - 5,718 Invest
HDFC Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	6.55% Fund Size (Cr.) - 110,736 Invest
Quant Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	18.17% Fund Size (Cr.) - 7,262 Invest
Aditya Birla SL Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	13.24% Fund Size (Cr.) - 28,112 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

Category

Sub Category

Rating

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

Bank of India Flexi Cap Fund - Direct Growth

₹ 1000

₹ 2,786

22.07%

Min SIP Investment Amt

₹ 1000

AUM (Cr.)

₹ 2,786

3Y Returns

22.07%

Motilal Oswal Flexi Cap Fund-DirGrowth

₹ 500

₹ 13,940

21.14%

Min SIP Investment Amt

₹ 500

AUM (Cr.)

₹ 13,940

3Y Returns

21.14%

Invesco India Flexi Cap Fund - Direct Growth

₹ 100

₹ 5,468

20.42%

Min SIP Investment Amt

₹ 100

AUM (Cr.)

₹ 5,468

3Y Returns

20.42%

ITI Flexi Cap Fund - Direct Growth

₹ 500

₹ 1,467

20.20%

Min SIP Investment Amt

₹ 500

AUM (Cr.)

₹ 1,467

3Y Returns

20.20%

360 ONE FlexiCap Fund - Direct Growth

₹ 1000

₹ 2,197

19.75%

Min SIP Investment Amt

₹ 1000

AUM (Cr.)

₹ 2,197

3Y Returns

19.75%

ICICI Pru Flexicap Fund - Direct Growth

₹ 100

₹ 24,100

19.06%

Min SIP Investment Amt

₹ 100

AUM (Cr.)

₹ 24,100

3Y Returns

19.06%

HSBC Flexi Cap Fund - Direct Growth

₹ 1000

₹ 5,718

17.79%

Min SIP Investment Amt

₹ 1000

AUM (Cr.)

₹ 5,718

3Y Returns

17.79%

HDFC Flexi Cap Fund - Direct Growth

₹ 100

₹ 110,736

17.70%

Min SIP Investment Amt

₹ 100

AUM (Cr.)

₹ 110,736

3Y Returns

17.70%

Quant Flexi Cap Fund - Direct Growth

₹ 250

₹ 7,262

17.49%

Min SIP Investment Amt

₹ 250

AUM (Cr.)

₹ 7,262

3Y Returns

17.49%

Aditya Birla SL Flexi Cap Fund - Direct Growth

₹ 100

₹ 28,112

17.19%

Min SIP Investment Amt

₹ 100

AUM (Cr.)

₹ 28,112

3Y Returns

17.19%

Other Calculators

Frequently Asked Questions

Open Free Demat Account

Flexi Cap Mutual Funds

List of Flexi Cap Mutual Funds

Category

Sub Category

Rating

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

Bank of India Flexi Cap Fund - Direct Growth ₹ 1000 ₹ 2,786 22.07% Min SIP Investment Amt ₹ 1000 AUM (Cr.) ₹ 2,786 3Y Returns 22.07%

Motilal Oswal Flexi Cap Fund-DirGrowth ₹ 500 ₹ 13,940 21.14% Min SIP Investment Amt ₹ 500 AUM (Cr.) ₹ 13,940 3Y Returns 21.14%

Invesco India Flexi Cap Fund - Direct Growth ₹ 100 ₹ 5,468 20.42% Min SIP Investment Amt ₹ 100 AUM (Cr.) ₹ 5,468 3Y Returns 20.42%

ITI Flexi Cap Fund - Direct Growth ₹ 500 ₹ 1,467 20.20% Min SIP Investment Amt ₹ 500 AUM (Cr.) ₹ 1,467 3Y Returns 20.20%

360 ONE FlexiCap Fund - Direct Growth ₹ 1000 ₹ 2,197 19.75% Min SIP Investment Amt ₹ 1000 AUM (Cr.) ₹ 2,197 3Y Returns 19.75%

ICICI Pru Flexicap Fund - Direct Growth ₹ 100 ₹ 24,100 19.06% Min SIP Investment Amt ₹ 100 AUM (Cr.) ₹ 24,100 3Y Returns 19.06%

HSBC Flexi Cap Fund - Direct Growth ₹ 1000 ₹ 5,718 17.79% Min SIP Investment Amt ₹ 1000 AUM (Cr.) ₹ 5,718 3Y Returns 17.79%

HDFC Flexi Cap Fund - Direct Growth ₹ 100 ₹ 110,736 17.70% Min SIP Investment Amt ₹ 100 AUM (Cr.) ₹ 110,736 3Y Returns 17.70%

Quant Flexi Cap Fund - Direct Growth ₹ 250 ₹ 7,262 17.49% Min SIP Investment Amt ₹ 250 AUM (Cr.) ₹ 7,262 3Y Returns 17.49%

Aditya Birla SL Flexi Cap Fund - Direct Growth ₹ 100 ₹ 28,112 17.19% Min SIP Investment Amt ₹ 100 AUM (Cr.) ₹ 28,112 3Y Returns 17.19%

Other Calculators

Frequently Asked Questions

Open Free Demat Account

Bank of India Flexi Cap Fund - Direct Growth

₹ 1000

₹ 2,786

22.07%

Min SIP Investment Amt

₹ 1000

AUM (Cr.)

₹ 2,786

3Y Returns

22.07%

Motilal Oswal Flexi Cap Fund-DirGrowth

₹ 500

₹ 13,940

21.14%

Min SIP Investment Amt

₹ 500

AUM (Cr.)

₹ 13,940

3Y Returns

21.14%

Invesco India Flexi Cap Fund - Direct Growth

₹ 100

₹ 5,468

20.42%

Min SIP Investment Amt

₹ 100

AUM (Cr.)

₹ 5,468

3Y Returns

20.42%

ITI Flexi Cap Fund - Direct Growth

₹ 500

₹ 1,467

20.20%

Min SIP Investment Amt

₹ 500

AUM (Cr.)

₹ 1,467

3Y Returns

20.20%

360 ONE FlexiCap Fund - Direct Growth

₹ 1000

₹ 2,197

19.75%

Min SIP Investment Amt

₹ 1000

AUM (Cr.)

₹ 2,197

3Y Returns

19.75%

ICICI Pru Flexicap Fund - Direct Growth

₹ 100

₹ 24,100

19.06%

Min SIP Investment Amt

₹ 100

AUM (Cr.)

₹ 24,100

3Y Returns

19.06%

HSBC Flexi Cap Fund - Direct Growth

₹ 1000

₹ 5,718

17.79%

Min SIP Investment Amt

₹ 1000

AUM (Cr.)

₹ 5,718

3Y Returns

17.79%

HDFC Flexi Cap Fund - Direct Growth

₹ 100

₹ 110,736

17.70%

Min SIP Investment Amt

₹ 100

AUM (Cr.)

₹ 110,736

3Y Returns

17.70%

Quant Flexi Cap Fund - Direct Growth

₹ 250

₹ 7,262

17.49%

Min SIP Investment Amt

₹ 250

AUM (Cr.)

₹ 7,262

3Y Returns

17.49%

Aditya Birla SL Flexi Cap Fund - Direct Growth

₹ 100

₹ 28,112

17.19%

Min SIP Investment Amt

₹ 100

AUM (Cr.)

₹ 28,112

3Y Returns

17.19%