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
Bank of India Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	2,953	18.37%	16.41%	Invest
ITI Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	1,588	17.95%	0.00%	Invest
Motilal Oswal Flexi Cap Fund-DirGrowth Equity Flexi Cap Fund	14,160	17.46%	12.38%	Invest
360 ONE FlexiCap Fund - Direct Growth Equity Flexi Cap Fund	2,250	16.66%	0.00%	Invest
Invesco India Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	5,709	16.39%	0.00%	Invest
Bajaj Finserv Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	8,655	15.86%	0.00%	Invest
ICICI Pru Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	25,895	15.13%	14.38%	Invest
HSBC Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	6,000	14.89%	12.71%	Invest
Quant Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	7,364	14.74%	14.16%	Invest
HDFC Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	113,606	14.54%	15.67%	Invest

Fund Name	1Y Returns	Rating	Fund Size (Cr.)
Bank of India Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	11.38% Fund Size (Cr.) - 2,953 Invest
ITI Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	13.02% Fund Size (Cr.) - 1,588 Invest
Motilal Oswal Flexi Cap Fund-DirGrowth Equity Flexi Cap Fund	3.57% Fund Size (Cr.) - 14,160 Invest
360 ONE FlexiCap Fund - Direct Growth Equity Flexi Cap Fund	10.09% Fund Size (Cr.) - 2,250 Invest
Invesco India Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	0.35% Fund Size (Cr.) - 5,709 Invest
Bajaj Finserv Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	5.59% Fund Size (Cr.) - 8,655 Invest
ICICI Pru Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	4.01% Fund Size (Cr.) - 25,895 Invest
HSBC Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	6.10% Fund Size (Cr.) - 6,000 Invest
Quant Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	11.32% Fund Size (Cr.) - 7,364 Invest
HDFC Flexi Cap Fund - Direct Growth Equity Flexi Cap Fund	-1.08% Fund Size (Cr.) - 113,606 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

₹ 2,953

18.37%

Min SIP Investment Amt

₹ 1000

AUM (Cr.)

₹ 2,953

3Y Returns

18.37%

ITI Flexi Cap Fund - Direct Growth

₹ 500

₹ 1,588

17.95%

Min SIP Investment Amt

₹ 500

AUM (Cr.)

₹ 1,588

3Y Returns

17.95%

Motilal Oswal Flexi Cap Fund-DirGrowth

₹ 500

₹ 14,160

17.46%

Min SIP Investment Amt

₹ 500

AUM (Cr.)

₹ 14,160

3Y Returns

17.46%

360 ONE FlexiCap Fund - Direct Growth

₹ 1000

₹ 2,250

16.66%

Min SIP Investment Amt

₹ 1000

AUM (Cr.)

₹ 2,250

3Y Returns

16.66%

Invesco India Flexi Cap Fund - Direct Growth

₹ 100

₹ 5,709

16.39%

Min SIP Investment Amt

₹ 100

AUM (Cr.)

₹ 5,709

3Y Returns

16.39%

Bajaj Finserv Flexi Cap Fund - Direct Growth

₹ 500

₹ 8,655

15.86%

Min SIP Investment Amt

₹ 500

AUM (Cr.)

₹ 8,655

3Y Returns

15.86%

ICICI Pru Flexi Cap Fund - Direct Growth

₹ 100

₹ 25,895

15.13%

Min SIP Investment Amt

₹ 100

AUM (Cr.)

₹ 25,895

3Y Returns

15.13%

HSBC Flexi Cap Fund - Direct Growth

₹ 1000

₹ 6,000

14.89%

Min SIP Investment Amt

₹ 1000

AUM (Cr.)

₹ 6,000

3Y Returns

14.89%

Quant Flexi Cap Fund - Direct Growth

₹ 250

₹ 7,364

14.74%

Min SIP Investment Amt

₹ 250

AUM (Cr.)

₹ 7,364

3Y Returns

14.74%

HDFC Flexi Cap Fund - Direct Growth

₹ 100

₹ 113,606

14.54%

Min SIP Investment Amt

₹ 100

AUM (Cr.)

₹ 113,606

3Y Returns

14.54%

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 ₹ 2,953 18.37% Min SIP Investment Amt ₹ 1000 AUM (Cr.) ₹ 2,953 3Y Returns 18.37%

ITI Flexi Cap Fund - Direct Growth ₹ 500 ₹ 1,588 17.95% Min SIP Investment Amt ₹ 500 AUM (Cr.) ₹ 1,588 3Y Returns 17.95%

Motilal Oswal Flexi Cap Fund-DirGrowth ₹ 500 ₹ 14,160 17.46% Min SIP Investment Amt ₹ 500 AUM (Cr.) ₹ 14,160 3Y Returns 17.46%

360 ONE FlexiCap Fund - Direct Growth ₹ 1000 ₹ 2,250 16.66% Min SIP Investment Amt ₹ 1000 AUM (Cr.) ₹ 2,250 3Y Returns 16.66%

Invesco India Flexi Cap Fund - Direct Growth ₹ 100 ₹ 5,709 16.39% Min SIP Investment Amt ₹ 100 AUM (Cr.) ₹ 5,709 3Y Returns 16.39%

Bajaj Finserv Flexi Cap Fund - Direct Growth ₹ 500 ₹ 8,655 15.86% Min SIP Investment Amt ₹ 500 AUM (Cr.) ₹ 8,655 3Y Returns 15.86%

ICICI Pru Flexi Cap Fund - Direct Growth ₹ 100 ₹ 25,895 15.13% Min SIP Investment Amt ₹ 100 AUM (Cr.) ₹ 25,895 3Y Returns 15.13%

HSBC Flexi Cap Fund - Direct Growth ₹ 1000 ₹ 6,000 14.89% Min SIP Investment Amt ₹ 1000 AUM (Cr.) ₹ 6,000 3Y Returns 14.89%

Quant Flexi Cap Fund - Direct Growth ₹ 250 ₹ 7,364 14.74% Min SIP Investment Amt ₹ 250 AUM (Cr.) ₹ 7,364 3Y Returns 14.74%

HDFC Flexi Cap Fund - Direct Growth ₹ 100 ₹ 113,606 14.54% Min SIP Investment Amt ₹ 100 AUM (Cr.) ₹ 113,606 3Y Returns 14.54%

Other Calculators

Frequently Asked Questions

Open Free Demat Account

Bank of India Flexi Cap Fund - Direct Growth

₹ 1000

₹ 2,953

18.37%

Min SIP Investment Amt

₹ 1000

AUM (Cr.)

₹ 2,953

3Y Returns

18.37%

ITI Flexi Cap Fund - Direct Growth

₹ 500

₹ 1,588

17.95%

Min SIP Investment Amt

₹ 500

AUM (Cr.)

₹ 1,588

3Y Returns

17.95%

Motilal Oswal Flexi Cap Fund-DirGrowth

₹ 500

₹ 14,160

17.46%

Min SIP Investment Amt

₹ 500

AUM (Cr.)

₹ 14,160

3Y Returns

17.46%

360 ONE FlexiCap Fund - Direct Growth

₹ 1000

₹ 2,250

16.66%

Min SIP Investment Amt

₹ 1000

AUM (Cr.)

₹ 2,250

3Y Returns

16.66%

Invesco India Flexi Cap Fund - Direct Growth

₹ 100

₹ 5,709

16.39%

Min SIP Investment Amt

₹ 100

AUM (Cr.)

₹ 5,709

3Y Returns

16.39%

Bajaj Finserv Flexi Cap Fund - Direct Growth

₹ 500

₹ 8,655

15.86%

Min SIP Investment Amt

₹ 500

AUM (Cr.)

₹ 8,655

3Y Returns

15.86%

ICICI Pru Flexi Cap Fund - Direct Growth

₹ 100

₹ 25,895

15.13%

Min SIP Investment Amt

₹ 100

AUM (Cr.)

₹ 25,895

3Y Returns

15.13%

HSBC Flexi Cap Fund - Direct Growth

₹ 1000

₹ 6,000

14.89%

Min SIP Investment Amt

₹ 1000

AUM (Cr.)

₹ 6,000

3Y Returns

14.89%

Quant Flexi Cap Fund - Direct Growth

₹ 250

₹ 7,364

14.74%

Min SIP Investment Amt

₹ 250

AUM (Cr.)

₹ 7,364

3Y Returns

14.74%

HDFC Flexi Cap Fund - Direct Growth

₹ 100

₹ 113,606

14.54%

Min SIP Investment Amt

₹ 100

AUM (Cr.)

₹ 113,606

3Y Returns

14.54%