Top 3 Flexi Cap Mutual Fund 2021
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
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
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%
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.
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