Securing Hannav Ledger...
Securing Hannav Ledger...
Glossary
Flexi cap fund is an equity mutual fund that can invest at least 65% across large, mid, and small-cap stocks without fixed cap-wise limits.
Flexi cap funds let the manager move money between big, medium, and small companies based on where they see opportunity.
Replaced erstwhile diversified equity category with minimum 65% Indian equity. Manager discretion on cap allocation differentiates performance. Compare portfolio cap weights in factsheets when selecting among flexi cap peers.
When mid caps look expensive, a flexi cap manager shifts toward large caps. Your ₹8,000 monthly SIP benefits from dynamic allocation without you switching funds.
Multi cap mandates minimum 25% each in large, mid, and small caps. Flexi cap has no such minimum per cap bucket.
Many investors use one quality flexi cap as core holding. Others combine large cap plus mid/small for explicit allocation control.
Review rolling returns, downside capture, expense ratio, manager tenure, and current market-cap allocation in factsheet.