Flexi-Cap funds: Your path to portfolio flexibility
Flexi-cap mutual funds offer investors the flexibility to adapt their portfolios to changing market conditions, potentially leading to superior performance over time.
Source: Pixabay
These funds allocate at least 65% of their assets to equities, with no restrictions on the upper or lower limits of exposure to different market caps.
Source: Pexels
The appeal of flexi-cap funds lies in their ability to provide diversification across various market capitalisations, reducing risk exposure.
Source: Pixabay
Fund managers can adjust portfolio allocations for better risk-adjusted returns, making these funds suitable for long-term investors comfortable with some return volatility.
Source: Pixabay
High-performing 10-year flexi-cap funds include Quant Flexi Cap Fund, Aditya Birla Sun Life Flexi Cap Fund, HDFC Flexi Cap Fund, DSP Flexi Cap Fund, and Canara Robeco Flexi Cap Fund.
Source: Pixabay
The number of flexi-cap funds in your portfolio should depend on your risk tolerance and investment capacity, whether through lump-sum investments or systematic investment plans.