Image Source: My Investment Ideas
Flexi-cap mutual funds offer the agility to invest across large-, mid-, and small-cap stocks—making them ideal for navigating dynamic markets. Based on rolling returns, consistency, and downside protection, here are the top 7 flexi-cap funds to consider this month.
Key Highlights:
• Parag Parikh Flexi Cap Fund: 22.8% 3-year rolling return; strong global diversification.
• HDFC Flexi Cap Fund: 22.8% return; consistently in the top quartile.
• PGIM India Flexi Cap Fund: 19.8% return; known for mid-cap exposure.
• Aditya Birla Sun Life Flexi Cap Fund: 17% return; stable performer.
• Canara Robeco Flexi Cap Fund: 17.6% return; long-term consistency.
• SBI Flexi Cap Fund: 16.3% return; strong domestic equity focus.
• UTI Flexi Cap Fund: 15.3% return; under review due to recent underperformance.
Outlook:
With markets showing signs of consolidation, flexi-cap funds remain a smart choice for long-term investors seeking both growth and risk balance. Experts recommend a 5–7 year horizon to fully benefit from their dynamic allocation strategy.
Source: Economic Times
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