#flexicap fund

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Invest across market caps with UTI Flexi Cap Fund for long-term growth

UTI Flexi Cap Fund invests across large, mid & small caps. A flexi cap fund for diversification, core equity allocation and long-term wealth creation with UTI Mutual Fund.

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UTI Flexi Cap Fund – Flexible Equity Allocation | UTI Mutual Fund

Explore UTI Flexi Cap Fund (formerly UTI Equity Fund), a flexible equity scheme with dynamic allocation across large, mid, and small cap stocks. Flexi Cap Fund Offers adaptability to capture opportunity across market caps for long‑term wealth creation. Invest today in Flexi cap Fund with UTI Mutual Fund.

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Which are the Top Performing Flexi Cap Funds?

The market for mutual funds is on a constant rise. Investors are constantly looking for dynamic equity schemes. Therefore, on November 6, 2020, SEBI or the Securities and Exchange Board of India announced a form of equity scheme known as the Flexi cap funds for investors who are not much interested in taking risks. 

What are Flexi Cap Funds?

Flexi-cap funds, which are similar to multi-cap mutual fund schemes are investment plans in which investments are made across large, mid, and small-cap companies. At least 65% of the fund is invested in equities, whereas the rest is spread across multiple stocks of different sizes. Therefore, such open-ended mutual fund schemes promise diversified approaches across different market caps within their portfolios. 

What are the benefits of investing in the Flexi Cap Funds?

Flexi Cap Funds come with a creditable number of benefits that ensure a great return from investment in schemes. 

The top Flexi-cap funds invest in firms of various sizes which are spread across different sectors. This gives the investors a better understanding of and ability to allocate investment across different sectors within the Indian economy.

It is ideal for an investment period that is more than 5 years. As the multi-cap funds are investments in equities, they are not much profitable for short-term investments. However, an investment on a long-term basis reduces the possible risk to a great extent. 

The best Flexi-cap mutual funds give investors access to all the different sectors. This lessens the need to have to look into different funds as this particular form of mutual fund scheme gives a comprehensive as well as diverse market coverage. 

The flexibility guaranteed by the Flexi cap funds gives the investors the option to alter in case there is a change in the market conditions. 

Top Flexi Cap Funds

The following are some of the best Flexi-cap mutual funds, depending on their AUM (Assets under management) size and net asset value (NAV). 

UTI Flexi Cap Fund

This particular fund is controlled by Bajaj Finance Ltd., ICICI Bank Ltd., Kotak Mahindra Bank Ltd., HDFC Bank Ltd., and Infosys Ltd with a fund size of AUM of ₹7,263 Crores as of 31/03/2022 and a NAV of ₹219.72 as of June 10, 2022. While the expense ratio is 0.48 percent, the annual returns are 13.88 percent per year. 

2. Franklin India Flexi Cap Fund

With top holdings by ICICI Bank Ltd., Axis Bank Ltd., Infosys Ltd., HDFC Bank Ltd., and Bharti Airtel Ltd., Franklin India Flexi Cap Fund is a widely regarded fund scheme. Since its launch, the annual growth return has been 17.56 percent per year on average. The expense ratio is around 1.87 percent. The fund value is 9,492 Crores as AUM on 31/03/2022 with a NAV of ₹885.43 as of June 10, 2022.

3. Parag Parikh Flexi Cap Fund

The fund's AUM is set at ₹ 27,712 Crores with a NAV of ₹ 52.34 as of November 14, 2022. The fund's expense ratio is 0.76 percent. Companies like Bajaj Holdings & Investment Ltd., Housing Development Finance Corpn. Ltd., ITC Ltd., ICICI Bank Ltd., and HCL Technologies Ltd., make up its holdings. 

4. Aditya Birla Sun Life Flexi Cap Fund

The fund has an AUM of ₹15,003 Crores and a NAV of ₹1,020.54 as of June 10, 2022. Its expense ratio is marked at 1.82 percent. With an average annual return of 21.45 percent since its beginning, its top holdings are ICICI Bank Ltd., HDFC Bank Ltd., Infosys Ltd., Dr. Reddy's Laboratories Ltd., and Bharti Airtel Ltd.

5. HDFC Flexi Cap Fund

With an expense ratio of 1.71% and an exit load of 1%, its top companies include the State Bank of India, ICICI Bank Ltd., HDFC Bank Ltd., Infosys Ltd., and Reliance Industries Ltd. The fund value of the fund is around ₹27,433 Crores in assets under management (AUM) and a NAV of ₹986.21 as estimated on June 10, 2022.

6. SBI Flexi Cap Fund

The most attractive factor is the expense ratio of the fund which is marked at 1.85 percent, quite high when compared to that of other funds. ICICI Bank Ltd., HDFC Bank Ltd., State Bank of India, ITC Ltd., and HCL Technologies Ltd. are the top holdings. It also has a high AUM of ₹15,047 Crores in assets as of 31/03/2022 and a NAV of ₹70.25 as of June 10, 2022. 

7. PGIM Flexi Cap Fund

ICICI Bank Ltd., HDFC Bank Ltd., Infosys Ltd., Axis Bank Ltd., and National Thermal Power Corp. Ltd., are the top holdings of this fund whose expense ratio is set at 0.31 percent. The fund's AUM is around ₹5,291 Crores as of 30/09/2022 and a NAV of ₹ 28.97 as of November 14, 2022.

Conclusion

Just like in any other form of investment, investment in top Flexi-cap funds too needs in-depth knowledge and study. Market-savvy investors with higher risk tolerance must try investing in the best Flexi-cap Funds. This is far more suitable for those willing to earn more profit through investment in a diversified stock portfolio.