Top 3 Flexi Cap Mutual Fund 2021

  • Best Flexi Cap Fund for 2021 

Flexi Cap Fund :-

  • Best category for Beginners.
  • No Need to worry about Large or Mid or Small 
  • Low Volatility compared to mid or small cap mutual Fund 
Flexi cap Mutual Fund


Difference Between Flexi Cap & Multi Cap Fund:-

Multi Cap Fund : This fund is diversified mutual funds which can invest in stocks across market capitalization in all category (Large/Mid/Small cap category), As per Current SEBI guideline for Multi cap fund is that every fund house have to invest multi cap fund asset at least minimum 25% asset in large cap of total stock, 25% asset in Mid cap stock, 25% asset in small cap stock and for remaining 25% stock ,let fund manager can decide whether he want to invest in all category, means in general fund manager can invest max 50% stock larger cap or any particular category.


Flexi Cap Fund : This fund is also diversified mutual funds which can invest in stocks across market capitalization in all category (Large/Mid/Small cap category), and As per Current SEBI guideline for Flexi cap fund manager have no restriction , they can invest his portfolio stocks in any market category , does not matter how much % of allocation they are putting in any category. They can change his flexi cap allocation as per market strategy.


Fund Name

ALLOCATION BY MARKET CAP

Large cap

Mid Cap

Small Cap

Other Cap

Parag Parikh Flexi Cap Fund - Direct Plan - Growth, Previously know as ( Parag Parikh long term Equity)

53.14%

33.66%

6.47%

0%

Axis Flexi Cap Fund - Direct Plan - Growth, Previously know as ( Axis Multi Cap Fund)

90.6%

6.64%

0.79%

0%

Canara Robeco Flexi Cap Fund - Direct Plan - Growth, Previously know as ( Canara Robeco Equity Diversified)

70.75%

22.35%

3.38%

0%

Fund name

Launch Date

1-Year Return

3-Year Return

5-Year Return

Since Inception

Fund Size(Cr)

1. Parag Parikh Flexi Cap Fund 

24-May-13

37.5%

18.8%

19.6%

18.9%

6393

2. Axis Flexi Cap Fund

13-Nov-17

22.3%

18.5%

-

16.2%

7451

3. Canara Robeco Flexi Cap Fund

2-Jan-13

27.0%

16.0%

18.5%

14.3%

3056


Parag Parikh Flexi Cap Fund :-

Best part of this mutual fund is that Parag parikh fund is also investing in Foreign Equity market large cap company like ( Amazon, Microsoft, Facebook) with Global exposure, that is why this fund is class 1 in his category with Expense ration of 0.99%

https://groww.in/mutual-funds/parag-parikh-long-term-value-fund-direct-growth

Axis Flexi Cap Fund :-

Best part of Axis flexi is that 90% of his stocks are invested in large cap category and also with lower Expense ration of 0.54%, so it can give more profit to customer with low risk. 

https://groww.in/mutual-funds/axis-multicap-fund-direct-growth


No comments: