Best flexi cap mutual funds to invest in May 2025
Live Events
Best flexi cap schemes to invest in May 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 two months. The scheme had been in the third quartile earlier. UTI Flexi Cap Fund has been in the fourth quartile for 24 months. Canara Robeco Flexi Cap Fund has been in the third quartile for 23 months. PGIM India Flexi Cap Fund has been in the fourth quartile for 15 months. HDFC Flexi Cap Fund has been in the first quartile in the last two months. Parag Parikh Flexi Cap Fund has been in the first quartile in the last two months. 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
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Economic Times
2 days ago
- Economic Times
Silver ETFs offer upto 7% return in one week. Will the uptrend continue?
Silver ETFs surged up to 7% last week, with strong monthly gains driven by rising industrial demand, geopolitical tensions, and bullish investor sentiment. Silver ETFs have offered upto 7% return in the last one week and gave an average return of 6.29% in the same period. There were around 26 funds based on silver commodity in the said period. UTI Silver ETF offered the highest return of around 7.01% in the last week, followed by Tata Silver ETF which gave 6.68% return in the same period. Kotak Silver ETF FoF and Tata Silver ETF FoF gave 6.35% and 6.22% returns respectively in the mentioned period. Also Read | RBI slashes rates by 50 bps: What it means for debt mutual fund investors HDFC Silver ETF offered a return of 6.18% in the last one week. Nippon India Silver ETF and Edelweiss Silver ETF gave 6.17% return each in the said period. Zerodha Silver ETF delivered a return of 6.08% in the mentioned time period. Groww Silver ETF FOF offered the lowest return of around 5.71%. An expert mentioned that Silver has seen a structural turnaround since its 2020 lows, driven by a combination of safe-haven demand during global crises, rising geopolitical tensions, and booming industrial use in clean energy technologies.'Silver has surged nearly 60% over the past two years, with prices rising from Rs 87,000 to Rs 1,04,500 in 2025 alone. With continued volatility in global markets and robust demand from sectors like solar and EVs, & geopolitical problems on war front between Russia & Ukraine, Silver remains poised to test Rs 1,10,000–Rs 1,20,000 this year. The outlook stays bullish, favoring a buy-on-dips strategy,' Jateen Trivedi, VP Research Analyst - Commodity and Currency, LKP Securities shared with the last one month, these commodity based ETFs have delivered upto 12% return and out of 23 funds in the same period, 17 funds gave double-digit returns. UTI Silver ETF being the topper gave 11.50% return in the last one month. Mirae Asset Silver ETF and DSP Silver ETF gave 10.35% return in the last one month Silver ETF gained 10.31% in the last one month. UTI Silver ETF FoF was the last one to deliver a double-digit return. The fund gave 10.01% return in the same Silver ETF FOF gave 9.23% return in the last one month and Tata Silver ETF gave 9.17% return. Also Read | Nilesh Shah praises RBI's bold rate cut, says even Trump may urge Fed to follow Another expert is of the opinion that amid escalating geopolitical tensions and trade uncertainties, both gold and silver have surged, but silver is emerging as a strong contender. 'Silver, buoyed by industrial demand from sectors like EVs and solar, offers higher growth potential despite greater volatility. With silver prices surpassing Rs 1 lakh/kg and expected to rise further, experts suggest a diversified allocation—6–8% in gold and 12–15% in silver,' Jigar Trivedi, Senior Research Analyst - Currencies and Commodities, Reliance Securities Limited told adds that, 'A balanced approach can help investors benefit from both stability and upside in 2025. Comex silver may appreciate to $36-37/oz as the current rally is supported by the weak dollar, strong industrial demand and safe haven appeal. MCX Silver is all set to travel to Rs 110,000/kg in a month. The outlook is positive.' (Disclaimer: Recommendations, suggestions, views, and opinions given by experts are their own. These do not represent the views of the Economic Times)
Time of India
2 days ago
- Time of India
Silver ETFs offer upto 7% return in one week. Will the uptrend continue?
Silver ETFs have offered upto 7% return in the last one week and gave an average return of 6.29% in the same period. There were around 26 funds based on silver commodity in the said period. UTI Silver ETF offered the highest return of around 7.01% in the last week, followed by Tata Silver ETF which gave 6.68% return in the same period. Kotak Silver ETF FoF and Tata Silver ETF FoF gave 6.35% and 6.22% returns respectively in the mentioned period. Also Read | RBI slashes rates by 50 bps: What it means for debt mutual fund investors Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Eat 1 Teaspoon Every Night, See What Happens A Week Later [Video] getfittoday Undo HDFC Silver ETF offered a return of 6.18% in the last one week. Nippon India Silver ETF and Edelweiss Silver ETF gave 6.17% return each in the said period. Zerodha Silver ETF delivered a return of 6.08% in the mentioned time period. Groww Silver ETF FOF offered the lowest return of around 5.71%. Live Events An expert mentioned that Silver has seen a structural turnaround since its 2020 lows, driven by a combination of safe-haven demand during global crises, rising geopolitical tensions, and booming industrial use in clean energy technologies. 'Silver has surged nearly 60% over the past two years, with prices rising from Rs 87,000 to Rs 1,04,500 in 2025 alone. With continued volatility in global markets and robust demand from sectors like solar and EVs, & geopolitical problems on war front between Russia & Ukraine, Silver remains poised to test Rs 1,10,000–Rs 1,20,000 this year. The outlook stays bullish, favoring a buy-on-dips strategy,' Jateen Trivedi, VP Research Analyst - Commodity and Currency, LKP Securities shared with ETMarkets. In the last one month, these commodity based ETFs have delivered upto 12% return and out of 23 funds in the same period, 17 funds gave double-digit returns. UTI Silver ETF being the topper gave 11.50% return in the last one month. Mirae Asset Silver ETF and DSP Silver ETF gave 10.35% return in the last one month period. Edelweiss Silver ETF gained 10.31% in the last one month. UTI Silver ETF FoF was the last one to deliver a double-digit return. The fund gave 10.01% return in the same period. SBI Silver ETF FOF gave 9.23% return in the last one month and Tata Silver ETF gave 9.17% return. Also Read | Nilesh Shah praises RBI's bold rate cut, says even Trump may urge Fed to follow Another expert is of the opinion that amid escalating geopolitical tensions and trade uncertainties, both gold and silver have surged, but silver is emerging as a strong contender. 'Silver, buoyed by industrial demand from sectors like EVs and solar, offers higher growth potential despite greater volatility. With silver prices surpassing Rs 1 lakh/kg and expected to rise further, experts suggest a diversified allocation—6–8% in gold and 12–15% in silver,' Jigar Trivedi, Senior Research Analyst - Currencies and Commodities, Reliance Securities Limited told ETMarkets. He adds that, 'A balanced approach can help investors benefit from both stability and upside in 2025. Comex silver may appreciate to $36-37/oz as the current rally is supported by the weak dollar, strong industrial demand and safe haven appeal. MCX Silver is all set to travel to Rs 110,000/kg in a month. The outlook is positive.'
Mint
4 days ago
- Mint
Investing ₹1 lakh at the launch of this mutual fund would have grown to ₹1.5 crore. Check how
At the time of investing in a mutual fund scheme, it is common to evaluate the past returns of that scheme. This gives an idea of how the scheme has performed in the past, thus giving an indication of how it may perform in the future. Wealth advisors often point out that the longer you stay invested, the higher the return. This happens primarily on account of compounding. From Ben Graham to Warren Buffett, almost all experts have lauded the power of compounding. In fact, famous scientist Albert Einstein is believed to have said that compound interest is the eighth wonder of the world. This is because the income you earn in the first few years is added to the principal, and when the investment gives return in the later years, it accrues on the inflated sum (principal plus return). Therefore, when you stay invested for a long term, the returns you stand to earn are disproportionately higher than what you earn in the first few years. Here we handpick one mutual fund scheme – Franklin India Flexi Cap Fund – and evaluate its growth to find out how much a small investment of ₹ one lakh would have grown if an investor had remained invested since the launch of the scheme. This scheme was launched on Sept 29,1994 and earlier known as Franklin India Equity fund. The scheme's benchmark is Nifty500 and asset size is ₹ 18,224 crore. The key constituent stocks are HDFC Bank, ICICI Bank, Bharti Airtel, Axis Bank and L&T. Sector wise, the scheme has invested 27.70 percent in banks, 8.29 percent in telecom services, 5.11 percent in pharma and biotech and 4.20 percent in construction, shows Franklin Templeton's website. If someone had invested ₹ one lakh in Franklin India Flexi Cap Fund one year ago, the investment would have grown to ₹ 1,09,280 now by growing at 9.28 percent, shows the table below. Over a three-year period, the investment has given a return of 19.08 percent. In the past five-year period, the investment of ₹ one lakh would have grown to ₹ 3.35 lakh, thus reporting a growth of 27.40 per cent. And in a decade, the investment of ₹ one lakh would have grown to ₹ 3.69 lakh. Tenure Return (%) ₹ 1 lakh would have grown to 1 year 9.28 1,09,280 3 19.08 1,69,030 5 27.40 3,35,790 10 13.96 3,69,760 15 14.67 7,80,540 Since inception 18.00 1,58,38,310 And if someone had invested ₹ one lakh 15 years ago, the investment would have grown to ₹ 7.80 lakh. And if the investment were made at the time of scheme's launch (in Sept, 1994), the investment would have swelled to ₹ 1.58 crore by growing at a rate of 18 percent per annum, reveals the table above. Note: This story is for informational purposes only. Please speak to a SEBI-registered investment advisor before making any investment related decision. For all personal finance updates, visit here.
