equity Fund

Flexi Cap Mutual Funds

Complete flexibility to invest across large, mid, and small-cap stocks without constraints.

Avg. Return (5Y)

16.92%

No. of Funds

Risk Level

Moderately High

Ideal Horizon

5+ years

Top Flexi Cap Mutual Funds Sorted by Returns

Scheme

Parag Parikh Flexi Cap Fund

PPFAS MF

Expense: 0.63%

1Y: 14.5%

3Y: 20.8%

5Y: 18.9%

HDFC Flexi Cap Fund

HDFC MF

Expense: 0.77%

1Y: 13.2%

3Y: 19.5%

5Y: 17.8%

Kotak Flexicap Fund

Kotak MF

Expense: 0.58%

1Y: 12.8%

3Y: 18.7%

5Y: 16.9%

SBI Flexicap Fund

SBI MF

Expense: 0.72%

1Y: 11.9%

3Y: 17.9%

5Y: 16.2%

* Returns are annualized and based on historical data. Past performance does not guarantee future results. Min. SIP: ₹500.

What is a Flexi Cap Fund?

Flexi Cap funds give fund managers complete freedom to invest across market capitalizations without any mandated minimum allocation. They must invest at least 65% in equity but can shift between large, mid, and small caps based on opportunity.

Key Advantages

Maximum flexibility for fund managers to capitalize on opportunities
Dynamic allocation based on market conditions
Can be defensive or aggressive as needed
One of the most popular equity fund categories

How It Works

With no mandated allocation across market caps, fund managers have full discretion. They can go 80% large cap during volatile markets or increase mid/small cap exposure during growth phases.