Blogger outreach

Breaking News

Diversified Flexi Cap Mutual Funds in 2019

As the name suggests, Flexi cap funds are diversified equity funds that invest in shares of different market capitalization. The flexible mandate of these funds allows fund managers to identify prospects in market segments. Flexi cap funds or multi-cap funds combine the best features of large-cap and midcap funds. Flexi cap funds' large-cap holdings provide some degree of stability in volatile markets, while small and midcap holdings improve yields from the bull market. Hence investment experts recommend allocating a significant portion of your portfolio of mutual funds to Flexi cap funds.
Let us look at each of these funds shortly to see how these funds across market cycles and the returns investors would have received by investing via lump sum and SIP modes.

UTI MNC Fund

It is a well-known UTI Fixed Fund with over 1,000 crores assets under management. The volatility of the fund is generally lower when compared to various equity funds. The Fund has 93.67% investment in Indian stocks, 47.35% of which is in large-cap stocks, 36.3% in mid-cap stocks, and 10.02% in small-cap stocks.

Franklin India High Growth Companies Fund

It is another well-known Franklin Templeton stable fund with more than 2,200 crores of assets under management. The scheme has provided yields of 9.4% and 22.4% respectively in the last three and five year periods. Asset volatility is consistent with the overall volatility of diversified equity funds. However, the risk-adjusted return is quite exceptional.

Reliance Equity Opportunities

With assets of over Rs 11,000 crore under Reliance Equity Opportunity Management, it is another old favorite with investors from Reliance Stable. The volatility of the funds corresponds to the overall volatility of diversified equity funds. However, the risk-adjusted return is quite exceptional.

Franklin India Flexi Cap Fund

The Franklin India Flexi Cap Fund is another well-known Franklin Templeton stable fund with more than 2,500 property crores under management. The volatility of the fund is generally lower when compared to various equity funds.

SBI Magnum Multiplier Fund

It is one of the country's oldest mutual fund schemes outside the Unit Trust stable. The fund was introduced in 1993 and is managed with over 1,450 asset crores under management. The fund's volatility is generally on the lesser hand compared to diversified equity funds.

Tata Ethical Fund

Some equity funds that despite its small AUM base (around Rs 291 crore); Tata Ethical Fund is one of the best-performing equity funds relative to its peer collections. The Fund's investment mandate has ensured that the fund's volatility over the past three years is significantly lower than the overall volatility of diversified equity funds.

Tata Ethical Fund (G) The Scheme's investment goal is to provide medium to long-term capital gains through the investment of well-researched value and growth-oriented enterprises in Shariah-compliant equity and equity-related tools.


Birla Sun Life India GenNext Fund

In this article, Most of the Best Small Equity Funds, we also noticed that despite the small AUM base of 250 crores, Birla Sun Life India GenNext Fund is one of the best performing diversified equity funds. Asset volatility is lower than the overall volatility of diversified equity funds.

Enter your email address:

Delivered by FeedBurner