Best flexi cap mutual funds to invest in June 2025
Best flexi cap schemes to invest in June 2025
Parag Parikh Flexi Cap Fund
HDFC Flexi Cap Fund (new addition)
UTI Flexi Cap Fund
PGIM India Flexi Cap Fund
Aditya Birla Sun Life Flexi Cap Fund
SBI Flexi Cap Fund
Canara Robeco Flexi Cap Fund
Many mutual fund investors, especially the new and inexperienced investors, are extremely concerned about the current volatility and uncertainties in the market. They don't know whether to bet on the large caps or mid cap or some others. Also, they wonder how they will know when to switch from one category to another when the market mood changes. Are you in the same boat? Here is an easy way out. You can consider investing in flexi cap mutual funds 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.As said earlier, these schemes have the freedom to invest anywhere depending on the view of the fund manager. For example, he or she might invest more in large cap stocks. Or in a bull market she might invest more in mid cap or small cap stocks. Investors should be extremely careful about this aspect. Investors should make sure that they are choosing a scheme that is in line with their risk appetite. For example, some flexi cap schemes may be more conservative than others. It is for you to identify the one that suits your temperament.If you are planning to invest in flexi cap funds, here are our recommendations. We will closely watch the performance of these schemes and update you about it every month.Aditya Birla Sun Life Flexi Cap Fund has been in the second quartile in the last three months. The scheme had been in the third quartile earlier. UTI Flexi Cap Fund has been in the fourth quartile for 25 months. Canara Robeco Flexi Cap Fund has been in the third quartile for 24 months. PGIM India Flexi Cap Fund has been in the fourth quartile for 16 months. HDFC Flexi Cap Fund has been in the first quartile in the last three months. Parag Parikh Flexi Cap Fund has been in the second quartile in the last month. The scheme had been in the first quartile earlier. ETMutualFunds.com has employed the following parameters for shortlisting the equity mutual fund schemes.Rolled daily for the last three years.Hurst Exponent, H is used for computing the consistency of a fund. The H exponent is a measure of randomness of NAV series of a fund. Funds with high H tend to exhibit low volatility compared to funds. The H exponent is a measure of randomness of NAV series of a fund. Funds with high H tend to exhibit low volatility compared to funds with low H.i) When H = 0.5, the series of returns is said to be a geometric Brownian time series. This type of time series is difficult to forecast.ii) When H is less than 0.5, the series is said to be mean reverting.iii) When H is greater than 0.5, the series is said to be persistent. The larger the value of H, the stronger is the trend of the seriesWe have considered only the negative returns given by the mutual fund scheme for this measure.X = Returns below zeroY = Sum of all squares of XZ = Y/number of days taken for computing the ratioDownside risk = Square root of ZIt is measured by Jensen's Alpha for the last three years. Jensen's Alpha shows the risk-adjusted return generated by a mutual fund scheme relative to the expected market return predicted by the Capital Asset Pricing Model (CAPM). Higher Alpha indicates that the portfolio performance has outstripped the returns predicted by the market.Average returns generated by the MF Scheme =[Risk Free Rate + Beta of the MF Scheme * {(Average return of the index - Risk Free Rate}For Equity funds, the threshold asset size is Rs 50 crore
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Live Events Best flexi cap schemes to invest in August 2025 Parag Parikh Flexi Cap Fund HDFC Flexi Cap Fund (new addition) UTI Flexi Cap Fund PGIM India Flexi Cap Fund Aditya Birla Sun Life Flexi Cap Fund SBI Flexi Cap Fund Canara Robeco Flexi Cap Fund Many mutual fund investors, especially the new and inexperienced investors, are extremely concerned about the current volatility and uncertainties in the market. They don't know whether to bet on the large caps or mid cap or some others. Also, they wonder how they will know when to switch from one category to another when the market mood changes. Are you in the same boat? Here is an easy way out. You can consider investing in flexi cap mutual funds 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 said earlier, these schemes have the freedom to invest anywhere depending on the view of the fund manager. For example, he or she might invest more in large cap stocks. Or in a bull market she might invest more in mid cap or small cap stocks. Investors should be extremely careful about this aspect. Investors should make sure that they are choosing a scheme that is in line with their risk appetite. For example, some flexi cap schemes may be more conservative than others. It is for you to identify the one that suits your you are planning to invest in flexi cap funds, here are our recommendations. We will closely watch the performance of these schemes and update you about it every Birla Sun Life Flexi Cap Fund has been in the second quartile in the last five months. The scheme had been in the third quartile earlier. UTI Flexi Cap Fund has been in the fourth quartile for 27 months. Canara Robeco Flexi Cap Fund has been in the third quartile for 26 months. PGIM India Flexi Cap Fund has been in the fourth quartile for 18 months. HDFC Flexi Cap Fund has been in the first quartile in the last five months. Parag Parikh Flexi Cap Fund has been in the second quartile in the last three months. The scheme had been in the first quartile earlier. has employed the following parameters for shortlisting the equity mutual fund daily for the last three Exponent, H is used for computing the consistency of a fund. The H exponent is a measure of randomness of NAV series of a fund. Funds with high H tend to exhibit low volatility compared to funds. The H exponent is a measure of randomness of NAV series of a fund. Funds with high H tend to exhibit low volatility compared to funds with low H.i) When H = 0.5, the series of returns is said to be a geometric Brownian time series. This type of time series is difficult to When H is less than 0.5, the series is said to be mean When H is greater than 0.5, the series is said to be persistent. The larger the value of H, the stronger is the trend of the seriesWe have considered only the negative returns given by the mutual fund scheme for this measure.X = Returns below zeroY = Sum of all squares of XZ = Y/number of days taken for computing the ratioDownside risk = Square root of ZIt is measured by Jensen's Alpha for the last three years. Jensen's Alpha shows the risk-adjusted return generated by a mutual fund scheme relative to the expected market return predicted by the Capital Asset Pricing Model (CAPM). Higher Alpha indicates that the portfolio performance has outstripped the returns predicted by the returns generated by the MF Scheme =[Risk Free Rate + Beta of the MF Scheme * {(Average return of the index - Risk Free Rate}For Equity funds, the threshold asset size is Rs 50 crore
