Page 3 - Flexi Cap News Today

Since its launch in 2023, WhiteOaks equity scheme investing across, small-, mid- and large- cap stocks has grown its AUM from an original collection of Rs 550 crores during its new fund offer to Rs 1,642 crores in July 2023.

At present there are around 35 schemes in the flexi cap category. Out of 35 schemes, 19 schemes have increased their allocation in mid cap stocks and 26 schemes increased their allocation in small cap stocks. Around 24 flexi cap schemes have reduced their allocation in large cap stocks.

Set an allocation threshold and identify the correct triggers to make it work for you.

Nimesh Chandan, CIO, Bajaj Finserv Asset Management, said, “Bajaj Finserv Flexi Cap Fund is based on MEGATRENDS which are powerful long-term changes that affect economies, businesses, and companies. Spotting Megatrends paves the way for long term Buy-and-Hold investing opportunities and this is a key differentiator between cyclical, thematic and factor investing. Our portfolio will be long-term, multi-thematic, multi-cap, multi-sector and growth-oriented.”

As an investment destination, India is considered to be in a favourable spot by global investors. Equity markets have a track record of surprising investors, particularly when there is a strong consensus, says Mayur Patel, Fund Manager, Listed Equity at 360 ONE Asset

The funds portfolio construction would follow the flexi cap approach. It will follow a growth style of management and look at medium to long-term growth opportunities.

Investors should conduct proper risk analysis before choosing a mutual fund. Flexi-cap funds have been performing well, with top options including JM Flexicap, HDFC Flexi Cap, and ICICI Prudential Flexicap

A Moneycontrol analysis of the 15 largest diversified equity funds shows that the 10 biggest contribute between Rs 8,817 crore and Rs 28,000 crore worth of market capital each. Small- and mid-cap funds take different paths. Here is a look at the pluses and minuses of diversification through Mutual Funds.

During a recent interview with Business Today, Parekh shared his insights on investment strategies for individuals looking to grow their wealth.

Mutual funds are the most popular long-term investment vehicle since they provide not only liquidity but also dividends, diversification, expert administration, flexibility to invest in tiny portions, lower cost, lower tax on gains, tax benefits, and so on.