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 capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalization. The scheme will predominantly invest in equity and equity related instruments of well researched and growth oriented companies.
Expense Ratio | 0.7 % |
Launched 6Y ago | 2018-09-06 |
AUM in Crores | 2967.4 |
ISIN | INF277K015K0 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12.2 |
Beta | 0.8 |
Sharpe Ratio | 0.6 |
YTM | - |
HDFC Bank Ltd.
6.89%Reliance Industries Ltd.
4.44%ICICI Bank Ltd.
3.59%Tata Consultancy Services Ltd.
2.73%Kotak Mahindra Bank Ltd.
2.37%Financial
35.5%Services
9.26%Materials
7.84%Healthcare
7.58%Consumer Staples
7.12%Fund Name | Fund Size | |
---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr |