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Three flexi cap funds fail to beat benchmark in four consecutive years

We considered all flexi cap schemes that have completed four years in the market. We considered regular and growth options.

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12 equity schemes have a portfolio turnover of over 200%

We considered equity categories such as large cap, mid cap, large & mid cap, small cap, ELSS, flexi cap, focused fund, multi cap, value and contra fund categories. We considered regular and growth schemes.

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Flexi cap funds offer 15 33% in 2023; JM Flexicap Fund give 23 30%

These actively-managed flexi cap schemes are benchmarked against Nifty 500-TRI and S&P BSE 500-TRI which offered 12.79% and 12.61% respectively.

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Most flexi cap schemes benefit from more allocation to mid cap, small cap stocks

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.

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Flexi Cap funds offer 8 31% in first half of 2023; Parag Parikh Flexi Cap Fund offers 16%

There were 33 schemes in the flexi cap category in the first half of the year (January to June). All the schemes in the category were in green.

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