Flexi Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization by targeting undervalued companies that offer opportunities to generate superior capital gains from a medium-to-long term perspective.
Expense Ratio | 0.74 % |
Launched 7Y ago | 2017-11-20 |
AUM in Crores | 12039.7 |
ISIN | INF846K01B28 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 14.6 |
Beta | 1 |
Sharpe Ratio | 0.2 |
YTM | - |
ICICI Bank Ltd.
7.55%HDFC Bank Ltd.
5.19%Bajaj Finance Ltd.
4.91%Mahindra & Mahindra Ltd.
4.23%Tata Motors Ltd.
3.92%Financial
26.48%Services
12.46%Healthcare
8.57%Capital Goods
8.27%Automobile
7.45%Fund Name | Fund Size | |
---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 23,379 cr |