Latest news with #FlexiCap
&w=3840&q=100)
Business Standard
29-05-2025
- Business
- Business Standard
Earnings to events: Motilal Oswal says investors must alter their focus
With most adverse developments now under control, analysts from Motilal Oswal Private Wealth suggest investors switch their attention towards 'earnings' from 'events' Listen to This Article It has been a choppy ride for the Indian stock markets in the last few weeks as they negotiated geopolitical issues between India and Pakistan, Donald Trump's tariff related tantrums amid corporate earnings for the March 2025 (Q4-FY25) quarter. With most adverse developments now under control, analysts from Motilal Oswal Private Wealth suggest investors switch their attention towards 'earnings' from 'events'. As an investment strategy, they advise investors with lower equity allocations to consider lump-sum investments in Hybrid, Large-Cap, and Flexi Cap funds, and adopt a staggered approach for mid-and-small-caps over the next two–three months, with faster deployment if
Mint
13-05-2025
- Business
- Mint
THESE 6 flexi cap mutual funds gave over 20% annualised return in past 3 years. Check list here
Before you invest in a mutual fund, it is recommended to compare the returns delivered by the scheme and compare the same with those of other schemes in the same category – be it large cap, value funds, flexi cap or other. Here, we list out the six mutual fund schemes which have delivered over 20 percent annualised return in the past three years. In other words, if someone invested ₹ 1,00,000 three years ago, the investment would have grown to ₹ 1,72,800 now by growing at an annualised rate of 20 percent. For the unversed, a flexi cap mutual fund scheme is the one which is flexible to invest its assets across market capitalisation i.e., small cap, mid cap and large cap in any proportion. However, the fund must invest at least 65 percent in equity and equity-related instruments, as per the Sebi's categorisation of mutual fund schemes. Flexi Cap Fund 3-year-return(%) Franklin India Flexi Cap Fund 20.51 HDFC Flexi Cap Fund 24.26 Invesco India Flexi Cap fund 22.39 JM Flexi Cap Fund 24.73 Motilal Oswal FC fund 23.53 Parag Parikh Flexi Cap Fund 20.48 (Source: AMFI; returns as on May 8, 2025) As one can see in the table above, JM Flexi Cap Fund has delivered 24.73 percent annualised return in the past three years and HDFC Flexi Cap Fund has given 24.26 percent in the past three years. Other schemes which have delivered more than 20 percent annualised return include Invesco India Flexi Cap fund and Motilal Oswal Flexi Cap Fund. Meanwhile, it is important to note that the past returns do not guarantee future returns. This means just because a scheme has delivered good returns in the past, it does not mean it will continue to deliver the same returns in the future as well. Aside from past returns, other factors which should affect your decision of whether to invest in a scheme or not include past performance of the fund manager, reputation of the fund house, category of scheme and overall market scenario. Note: This story is for informational purposes only. Please speak to a SEBI-registered investment advisor before making any investment related decision.
Mint
22-04-2025
- Business
- Mint
Best Mutual Funds: These 10 flexi cap schemes gave over 23% annualised return in the past five years. Check list
If you are planning to invest in a mutual fund scheme, it is recommended to examine its past returns and compare them with similar schemes in the same category. This can give you a fair idea of which schemes are performing well and also their potential for future growth. Here, we give a lowdown on the past five-year returns delivered by flexi-cap mutual funds. For those who are not aware, flexi-cap mutual funds refer to schemes that have the flexibility to invest across market capitalisation, i.e., mid-cap, small-cap, and large-cap in any ratio. These schemes are also supposed to invest a minimum of 65 per cent of assets in equity and equity-related instruments, per Sebi's categorisation of mutual fund schemes. There are 39 schemes in the category of flexi cap mutual funds, with a total asset size of ₹ 4.35 lakh crore. Ten schemes have delivered more than 23 per cent annualised returns in the past five years. As seen in the table below, Quant Flexi Cap has delivered 35.25 per cent annualised return while HDFC Flexi Cap has given 31.32 percent return. This means if someone had invested ₹ 1 lakh five years ago in the Quant Flexi Cap Fund, it would have grown to ₹ 4.52 lakh and ₹ 3.90 lakh in the HDFC Flexi Cap Fund. Flexi Cap Mutual Funds 5-year-return (%) JM Flexi Cap Fund 28.60 PGIM India Flexi Cap 24.84 Parag Parikh Flexi Cap Fund 28.32 Quant Flexi Cap Fund 35.25 Union Flexi Cap Fund 23.93 DSP Flexi Cap Fund 23.68 Edelweiss Flexi Cap Fund 25.32 Franklin India Flexi Cap Fund 28.70 HDFC Flexi Cap Fund 31.32 HSBC Flexi Cap Fund 24.93 Other schemes that have given exceptional returns include JM Flexi Cap Fund, PGIM Flexi Cap Fund and Parag Parikh Flexi Cap Fund. Meanwhile, it is important to note that past returns are only indicative and do not assure future returns. Just because a scheme has given exceptional returns does not mean it will continue to give the same returns in the future. Visit here for all personal finance updates. Note: This story is for informational purposes only. Please speak to a SEBI-registered investment advisor before making any investment-related decision. First Published: 22 Apr 2025, 04:24 PM IST
