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Flexi Cap Funds are open-ended dynamic equity schemes that invest across large-cap, mid-cap and also small-cap stocks. Also, this fund allows investors to diversify their portfolios across market capitalizations, reducing risk and volatility. Moreover, this fund can invest in any stock regardless of market capitalization. In other words, it has to invest at least 65% of its assets in equity and equity-related instruments with no limit on market cap. Therefore, the fund manager evaluates the potential of various businesses, regardless of their size and allocates funds to various market sectors and businesses. In this article, we have covered the best Flexi Cap Funds in India.

Learn: What is Flexi Cap Fund?

Best Flexi Cap Mutual Funds to Invest in 2022

Fund NameCategoryRisk Level3 Year CAGRAUM as on (31/1/2022)
Parag Parikh Flexi Cap FundEquityVery High24.2%20,412.09 Cr
PGIM India Flexi Cap FundEquityVery High25.8%3,627 Cr
UTI Flexi Cap FundEquityVery High21.7%24,638.43 Cr
Aditya Birla Sun Life Flexi Cap FundEquityVery High15.4%15,234 Cr
Edelweiss Flexi Cap FundEquityVery High15.4%916.25 Cr

1. Parag Parikh Flexi Cap Fund

Parag Parikh Flexi Cap Fund is an open-ended equity mutual fund scheme. This is a dynamic and diversified equity mutual fund that invests in large-cap, mid-cap, and small-cap stocks of Indian as well as foreign companies. Thus, on average, the fund invests 65% of its assets in stocks of listed Indian companies. Moreover, the fund strongly believes in the principle of compounding and hence provides only the Growth option.

Investment Objective
The investment objective of the scheme is to generate long-term capital appreciation. This is from an actively managed portfolio primarily of equity and also equity-related securities. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved. 

Investment details 

Following are the investment details of Parag Parikh Flexi Cap Fund

AUMRs. 20,412.09 Cr
Minimum SIP amountRs. 1000
Minimum Lump Sum amountRs. 1000
NAV (as on 14/3/2022)Rs. 47.18

Should You Invest in Parag Parikh Flexi Cap Fund?

Parag Parikh Flexi Cap Fund is suitable for investors with an investment horizon of at least 5 years. Thus, investors looking for exposure in equity asset classes through different market capitalizations can consider investing in this scheme. Also, the fund aims to achieve a diversified portfolio across various industries and/or sectors and/ or market capitalization. Moreover, the fund managers actively manage the portfolio by churning the portfolio based on the bull or bear market situations. 

2. PGIM India Flexi Cap Fund

PGIM India Flexi Cap Fund is a diversified open-ended equity mutual fund scheme. Also, this dynamic mutual fund invests in large-cap, mid-cap, and small-cap company stocks. Thus, on average, the fund invests 65% of its assets in equity and equity-related instruments. Furthermore, this is an actively managed fund where it can take advantage of high growth stocks and small growing businesses. 

Investment Objective

The investment objective of the Scheme is to generate income and also capital appreciation. It predominantly invests in an actively managed diversified portfolio of equity and also equity related instruments, including derivatives. However, this is no guarantee that the investment objective will be achieved.

Investment details 

Following are the investment details of PGIM India Flexi Cap Fund

AUMRs. 3,627 Cr
Minimum SIP amountRs. 1000
Minimum Lump Sum amountRs. 5000
NAV (as on 14/3/2022)Rs. 25.21

Should You Invest in PGIM India Flexi Cap Fund?

PGIM India Flexi Cap Fund is suitable for investors with at least 5 years of investment horizon. Thus, investors looking for tactical asset allocation can consider investing in this scheme. Also, the fund aims to achieve a diversified portfolio across various industries, sectors and market capitalization. Moreover, the fund managers actively manage the portfolio looking for potential earnings with attractive return ratios and cash flows from the underlying company stocks. 

3. UTI Flexi Cap Fund

UTI Flexi Cap Fund is a diversified open-ended equity mutual fund scheme. This dynamic mutual fund invests at least 65% of its assets in large-cap, mid-cap, and small-cap company stocks. Also, the remaining is invested in debt instruments or derivatives based on the fund manager’s decision. Furthermore, this is an actively managed portfolio where it can take advantage by investing in high growth stocks as well as small growing businesses. 

Investment Objective

Firstly, the primary scheme is to generate long term capital appreciation. It predominantly invests in equity and also equity-related securities of companies in a flexible manner across the market capitalization spectrum. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.

Investment details 

Following are the investment details of UTI Flexi Cap Fund

AUM24,638.43 Cr
Minimum SIP amountRs. 500
Minimum Lump Sum amountRs. 5000
NAV (as on 14/3/2022)Rs. 238.84

Should You Invest in UTI Flexi Cap Fund?

UTI Flexi Cap Fund is suitable for investors with at least 5 years of investment horizon. Thus, investors who prefer exposure in equity asset classes through different market capitalizations can consider investing in this scheme. Also, the fund’s objective is to achieve a diversified portfolio across various industries, sectors and market capitalization. Moreover, the fund aims to deliver capital appreciation and wealth creation for investors in the long term. 

4. Aditya Birla Sun Life Flexi Cap Fund

Aditya Birla Sun Life Flexi Cap Fund is a diversified open-ended equity mutual fund scheme. This dynamic scheme invests at least 65% of its assets in large-cap, mid-cap, and small-cap company stocks. Also, this is an actively managed portfolio where it can take advantage by investing in high growth stocks as well as small growing businesses. Furthermore, it focuses on long term benefits by investing based on fundamentals rather than short term gains. 

Investment Objective

Firstly, the scheme’s objective is long term growth of capital. This is through investment in equity and also equity related instruments across market cap (large, mid & small) companies. However, there is no guarantee that the investment objective will be realised. 

Investment details 

Following are the investment details of Aditya Birla Sun Life Flexi Cap Fund:

AUMRs. 15,234 Cr
Minimum SIP amountRs. 100
Minimum Lump Sum amountRs. 100
NAV (as on 14/3/2022)Rs. 1084.29

Should You Invest in Aditya Birla Sun Life Flexi Cap Fund?

Aditya Birla Sun Life Flexi Cap Fund is suitable for investors with an investment horizon of at least 5 years. Thus, investors who are looking for tactical asset allocation through different market capitalizations can consider investing in this scheme. Also, the fund’s objective is to achieve a diversified portfolio across various industries, sectors and market capitalization. Furthermore, investors must consider long term investing as this fund can be volatile for the short term. 

5. Edelweiss Flexi Cap Fund

Edelweiss Flexi Cap Fund is a diversified open-ended equity mutual fund scheme. This dynamic scheme invests at least 65% of its assets in large-cap, mid-cap, and small-cap company stocks. Also, the fund manager actively manages this portfolio where it can take advantage by investing in high growth stocks as well as small growing businesses. Furthermore, this scheme focuses on long term benefits by investing based on fundamentals rather than short term gains. 

Investment Objective

Firstly, the scheme aims to generate long-term capital appreciation. This is from a diversified portfolio that dynamically invests in equity and also equity-related securities of companies across various market capitalizations. However, there can be no assurance that the investment objective of the Scheme will be realised.

Investment details 

Following are the investment details of Edelweiss Flexi Cap Fund

AUMRs. 916.25 Cr
Minimum SIP amountRs. 500
Minimum Lump Sum amountRs. 5000
NAV (as on 14/3/2022)Rs. 21.75

Should You Invest in Edelweiss Flexi Cap Fund?

Edelweiss Flexi Cap Fund is suitable for investors with an investment horizon of at least 5 years. Thus, investors who are looking for exposure in equity asset class through different market capitalizations can consider investing in this scheme. Since the fund’s objective is to achieve a diversified portfolio across various industries, sectors and market capitalization. Moreover, investors must consider long term investing as this fund can be volatile for the short term horizon. 

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