By Rajendra
Nov 10, 2022
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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HDFC Bank
TVS Motors
Reliance
ICICI Bank
Infosys
8.85
8.15
7.25
7.21
5.21
Total 38.67
Scheme at any given point in time, can be dynamically overweight/underweight across Large/Mid/Smallcap depending on attractiveness
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22.25
16.45
8.59
7.25
7.04
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 Oct. 2022
1 Year
3 Year
Since Inception
9.03%
-
13.46%
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 31 Oct. 2022
1 Year
3 Year
16 Month
13,129
-
17,702
17.91%
-
15.21%
Monthly SIP of 1,000