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 aims to generate long-term capital growth from an actively managed portfolio of predominantly equity and equity related instruments. It would invest in small and medium size businesses with good long term potential, which are available at cheap valuations.
Expense Ratio | 1.18 % |
Launched | - |
AUM in Crores | 6886.3 |
ISIN | INF194K01W62 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.5 |
Beta | 0.9 |
Sharpe Ratio | 0.5 |
YTM | - |
ICICI Bank Ltd.
6.55%HDFC Bank Ltd.
6.1%Infosys Ltd.
4.63%Reliance Industries Ltd.
3.15%Others
2.73%Financial
30.61%Energy
9.8%Technology
8.22%Services
7.2%Automobile
5.98%Fund Name | Fund Size | |
---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 16,217 cr | ||
₹ 23,379 cr |