By Rajendra
Mar 12, 2023
Scheme Analysis
Flexi Cap
Jul 17, 2021
BSE 500
Flexi cap funds are schemes that can invest in opportunities across market cap spectrum
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TVS Motors
HDFC Bank
ICICI Bank
Maruti
Reliance
9.54
9.41
7.00
6.03
5.19
Total 37.17
Scheme at any given point in time, can be dynamically overweight/underweight across Large/Mid/Smallcap depending on attractiveness
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22.17
18.54
7.83
7.19
5.19
A diversified investment may mitigate the risk associated with investing solely in large/mid/smallcaps
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Upto 1 Year - 1.00%
As on 30 Jsn. 2023
1 Year
3 Year
Since Inception
5.12%
-
8.25%
A flexicap scheme may do well across different market cycles given dynamic nature of the scheme in navigating across market cap.
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upto 1 year - 1%
As on 28 Febt. 2023
1 Year
3 Year
12,275
-
-
4.29%
-
-
Monthly SIP of 1,000