Flexi Cap News Today

Nimesh Chandan discusses FII selling, Nifty earnings estimates stability, and the potential for continued growth in the Real Estate sector post-election results. Chandan further says that largecap stocks currently offer a better risk-to-reward ratio compared to midcaps and smallcaps. He says: " On the business side, we expect chemicals and CRAMS(Contract research and manufacturing services) sectors, which has been an underperformer for the past few years, to get re-rated as business improv...

As on : May 25, 2024

In the mid and small cap categories, valuations are higher by 20-25 percent compared to their historical range and hence Nimesh Chandan sees some chances of correction here.

As on : May 18, 2024

When investors look to allocate money to diversified large-and-midcap stocks through mutual funds, they typically come across flexi-cap funds. However, these schemes have a relatively high allocation to large-cap stocks, in some cases as high as 70%.

Flexi cap mutual funds offer the fund managers the freedom to invest across market capitalisations and sectors/themes. It means the fund managers can invest anywhere based on his outlook on the market. Flexi cap schemes are typically recommended to moderate investors to create wealth over a long period of time. Ideally, one should invest in these schemes with an investment horizon of five to seven years.

Ideally, one must have a well-balanced portfolio, including large & mid-cap, flexi-cap, and small-cap

Flexi cap mutual funds offer the fund managers the freedom to invest across market capitalisations and sectors/themes. It means the fund managers can invest anywhere based on his outlook on the market. Flexi cap schemes are typically recommended to moderate investors to create wealth over a long period of time. Ideally, one should invest in these schemes with an investment horizon of five to seven years.

Mr Shah speaks about the sectors that are likely to perform in the next financial year, explains reasons for reading financial statements before investing. He also asserts that mid cap stocks tend to outperform small cap & large caps in the long run.

Budget 2023 made the new income tax regime the default regime. Since this regime doesn’t give Section 80C benefits, ELSS, or tax-saving mutual funds, have lost their tax-benefit edge. Aside from taxpayers who would still opt for the old tax regime, it remains to be seen if ELSS funds can sell themselves purely on performance.