Flexi Cap Mutual Fund is a sub-category of equity mutual funds that allows investors to diversify their portfolio across market caps. The diversification across the market cap can lower the impact of volatility on the portfolio and generate better risk-adjusted returns
HDFC Flexi Cap Fund (HDFC Equity earlier), with Rs 36,345 crore in assets under management as of June 2023, has been around for more than 28 years
The fund has the majority of its money invested in financial, tech, healthcare, energy, capital goods sectors. Its Net Asset Value Rs 1,477.40 as of September 15, 2023. On Business Today’s Riskometer, it has been tagged as “Very High Risk”.
HDFC Flexi Cap Fund-Growth returns of last 1-year are 24.00 per cent. Since launch, it has delivered 18.67 per cent average annual returns
The fund's top 5 holdings are in HDFC Bank Ltd., ICICI Bank Ltd., National Thermal Power Corp. Ltd., Cipla Ltd., and State Bank of India
JM Flexicap Fund-Growth is a flexi Cap mutual fund scheme from Jm Financial Mutual Fund, which was launched in July 2008. It has Rs 545 crore worth of assets under management (AUM) as of June 30, 2023
The fund has the majority of its money invested in the financial, capital goods, construction, healthcare, and services sectors. Its Net Asset Value is Rs 76.46 as of September 15, 2023. On Business Today’s Riskometer, it has been tagged as “Very High Risk”.
JM Flexicap Fund-Growth returns in the last 1-year are 27.10%. Since launch, it has delivered 13.71% average annual returns
The fund's top 5 holdings are in Rural Electrification Corpn. Ltd., Larsen & Toubro Ltd., Infosys Ltd., One97 Communications Ltd., HDFC Bank Ltd