Latest news with #FlexiCapFund
Time of India
20 hours ago
- Business
- Time of India
Best flexi cap mutual funds to invest in August 2025
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
&w=3840&q=100)
Business Standard
7 days ago
- Business
- Business Standard
Capitalmind gets Zerodha's Rainmatter backing after MF debut success
Capitalmind Financial Services Pvt Ltd (CFSPL), a Sebi-registered portfolio manager known for its quantitative investment strategies, has received its first institutional funding through a Series-A investment from Rainmatter, the fintech-focused initiative of Zerodha Broking Ltd. The funding comes on the heels of Capitalmind's mutual fund debut, as its Flexi Cap Fund reopens for subscriptions today after raising ₹45 crore during its New Fund Offer (NFO). Of this, around 75 per cent came through direct plans -- nearly half routed via Zerodha's Coin platform, according to a Capitalmind statement. Direct plans dominate fund inflows The high share of direct inflows reflects investor trust, and also marks a shift in Capitalmind's distribution approach. The remaining 25 per cent of the NFO corpus was raised through regular plans, suggesting early traction among distributors. This is a notable change from Capitalmind's portfolio management services (PMS) business, where distributors account for under 3 per cent of the clientele. The company's flat-fee structure for brokerages is being seen as a step towards making distribution more equitable and transparent. A long-standing relationship The investment formalises a long-standing association between Zerodha founder Nithin Kamath and Capitalmind founder Deepak Shenoy. Shenoy was an early advisor to Zerodha in 2010, and both companies have since shared a focus on investor education. Zerodha's outreach platforms -- including the Varsity education portal, TradingQnA forum, and Zero1 YouTube channel -- have grown in parallel with Capitalmind's content-driven model of blogs, podcasts, and research. Kamath said, "We want to back innovative companies that share our mission of helping Indians do better with their money. My conversations with Deepak about finance and technology started back in 2009, and I've always been impressed by Capitalmind's data-driven, transparent approach. This is a financial investment to support them as they build out their asset management company. In line with Sebi regulations, our stake is capped at 10 per cent, and we will not have a board seat, ensuring their independence." Capitalmind eyes broader retail base Capitalmind's founder Deepak Shenoy sees the Rainmatter investment as a validation of the company's evolution from a financial blog into a full-stack asset management firm. "Nithin's work in sparking my interest in quantitative trading years ago was a pivotal moment for me," Shenoy said. "Having Rainmatter invest in our vision is a powerful validation of our journey. This capital allows us to accelerate our mission of filling a crucial market gap. The professional fee-only advisory ecosystem hasn't scaled as hoped, leaving investors to navigate a complex landscape. We aim to bridge that gap through accessible, solution-oriented products, much like the target-date funds discussed in Sebi's recent consultation paper." Distinct strategies for mutual fund and PMS businesses Capitalmind plans to operate its mutual fund and PMS businesses on separate tracks. The mutual fund arm will focus on scalable retail products, while the PMS division will continue targeting HNIs and ultra-HNIs with customised asset allocation strategies that emphasise tax efficiency. The PMS segment currently manages over ₹450 crore, largely through baskets of mutual funds. Though Capitalmind accounts for just 0.5 per cent of the PMS industry's discretionary AUM, Shenoy sees far more scope in the retail mutual fund space. With industry projections estimating a 15 per cent CAGR, taking total AUM to ₹200 trillion over the next seven years, Shenoy believes capturing even 0.5 per cent of that future market could translate to ₹1 trillion in assets -- a significant milestone for the firm.
Time of India
04-08-2025
- Business
- Time of India
Top 10 mutual funds to invest in August 2025
Live Events List of top 10 schemes: Canara Robeco Bluechip Equity Fund Mirae Asset Large Cap Fund Parag Parikh Flexi Cap Fund HDFC Flexi Cap Fund Axis Midcap Fund Kotak Emerging Equity Fund Axis Small Cap Fund SBI Small Cap Fund SBI Equity Hybrid Fund Mirae Asset Hybrid Equity Fund Aggressive hybrid funds Large cap funds Flexi cap funds Small cap, mid cap funds Methodology for hybrid funds: Methodology for equity funds: Many new and relatively-inexperienced investors always look for top mutual funds to invest in. They ask their friends or colleagues or in some mutual fund forums for top or best schemes while starting their investment journey or while deciding to invest extra money. But most of them are not satisfied with the answers they get from the internet or friends due to different online search would mostly take you to some websites with ready-made lists. Most often, the schemes may be shortlisted on the basis of their short-term performance. Sometimes, the schemes from a single category may dominate the list because that category happens to be the flavour of the or colleagues may give you names of schemes they like or they are investing. Again, there is no guarantee the schemes are indeed suitable for people never proceed beyond collecting names of top funds because a lingering doubt about the veracity of the names always holds them back. No wonder, many investors keep visiting mutual fund forums for validation for years - even after they start is why ETMutualFunds decided to put out a list of top 10 mutual fund schemes. We have chosen two schemes from five different equity mutual fund categories - aggressive hybrid, large cap, mid cap, small cap and flexi cap schemes – which we believe should be enough for regular mutual fund investors. There are caveats: read till the end to ensure you are picking up the best scheme for are some pointers you should keep in mind while investing in these schemes. First, find out about each category and whether it is suited to your investment objective and risk hybrid schemes (or erstwhile balanced schemes or equity-oriented hybrid schemes) are ideal for newcomers to equity mutual funds. These schemes invest in a mix of equity (65-80%) and debt (20-35). Because of this hybrid portfolio they are considered relatively less volatile than pure equity schemes. Aggressive hybrid schemes are the best investment vehicle for very conservative equity investors looking to create long-term wealth without much equity investors want to play safe even while investing in stocks. Large cap schemes are meant for such individuals. These schemes invest in top 100 stocks and they are relatively safer than other pure equity mutual fund schemes. They are also relatively less volatile than mid cap and small cap schemes. In short, you should invest in large cap schemes if you are looking for modest returns with relative stability.A regular equity investor (one with a moderate risk appetite) looking to invest in the stock market need not look beyond flexi cap mutual funds (or diversified equity schemes). These schemes invest across market capitalisations and sectors, based on the view of the fund manager. A regular investor can benefit from the uptrend in any of the sectors, categories of stocks by investing in these about aggressive investors looking to pocket extra returns by taking extra risk? Well, they can bet on mid cap and small cap schemes. Mid cap schemes invest mostly in medium-sized companies and small cap funds invest in smaller companies in terms of market capitalisation. These schemes can be volatile, but they also have the potential to offer superior returns over a long period. You can invest in these mutual fund categories if you have a long-term investment horizon and an appetite for higher any search starting with the word 'best' or 'top' is unlikely to offer you the best solution. You should always choose a scheme that matches your investment objective, horizon, and risk profile. If you do not understand the basic mutual fund concepts or are totally new to mutual funds and investing, you should always seek the help of a mutual fund you are looking for our recommendations in various mutual fund category, see: Best mutual funds to invest : Rolled 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 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 <0.5, the series is said to be mean When H>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}Fund Return – Benchmark return. Rolling returns rolled daily is used for computing the return of the fund and the benchmark and subsequently the Active return of the Hybrid funds, the threshold asset size is Rs 50 crore ETMutualFunds 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 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.
Time of India
29-07-2025
- Business
- Time of India
1 in 2 mutual funds lost money in the last year. Is yours on the list?
Live Events Positive performers Methodology: Disclaimer: Mutual fund investors have lost money in every second mutual fund over the last year, an analysis by ETMutualFunds shows. Nearly 61% of equity mutual funds delivered negative returns on lump sum investments during this total, there were around 272 funds in the said period, of which 167 posted negative returns, 104 gave positive returns, and one failed to generate any return. Further analysis showed that around 17 funds have lost over 10% on lump sum investments in the past Flexi Cap Fund recorded the steepest loss on lump sum investments, delivering a negative return of 17.48% over the same period. A lump sum investment made a year ago would now be worth just Rs 82, Multi Cap Fund delivered a negative return of 15.31% over the same period. A lump sum investment made a year ago would now be worth Rs 84, Flexi Cap Fund and Quant Mid Cap Fund lost 14.24% and 14.07%, respectively, during the period, while Quant Large & Mid Cap Fund delivered a negative return of 13.07%.Three funds from Quant Mutual Fund — Quant Value Fund, Quant ELSS Tax Saver Fund, and Quant Flexi Cap Fund — lost 12.52%, 12.42%, and 12.38%, respectively, on lump sum investments in the last one focused funds, Quant Focused Fund and Motilal Oswal Focused Fund, also recorded double-digit losses, down 10.46% and 10.10%, respectively. JM Large Cap Fund declined 9.41% in the same period. Quant Small Cap Fund lost 7.91% over the year, while two small cap schemes — Mahindra Manulife Small Cap Fund and HSBC Small Cap Fund — gave negative returns of 6.35% and 6.32%, schemes from LIC Mutual Fund, LIC MF Small Cap Fund, LIC MF Value Fund, and LIC MF Flexi Cap Fund, were down 6.17%, 6.09%, and 6.03%, India Small Cap Fund, the largest small-cap fund by assets, delivered a negative return of 5.81%. Three others, JM Small Cap Fund, Kotak Small Cap Fund , and Aditya Birla SL Small Cap Fund, declined between 4.90% and 5.06%.UTI Focused Fund and Baroda BNP Paribas Mid Cap Fund lost 3.47% each, while SBI Contra Fund and SBI Flexicap Fund posted losses of 3.15% and 3.05%, respectively. Mahindra Manulife Large & Mid Cap Fund also declined by 3.05%.Mirae Asset Midcap Fund posted a relatively lower loss of 0.81% on lump sum investments made a year two focused funds, Nippon India Focused Fund and Aditya Birla SL Focused Fund, ended the list with marginal losses of 0.04% funds delivered double-digit returns on lump sum investments over the last one year. Motilal Oswal Multi Cap Fund led the pack with a 21.35% return, followed by Invesco India Midcap Fund and Motilal Oswal Large Cap Fund, which returned 12.15% and 11.58%, respectively. Invesco India Large & Mid Cap Fund delivered an 11.02% return on lump sum more schemes from Motilal Oswal Mutual Fund, Motilal Oswal Large & Midcap Fund and Motilal Oswal Small Cap Fund, delivered 8.96% and 8.61%, respectively, over the past Parikh Flexi Cap Fund, the largest active mutual fund and the largest in the flexi cap category by assets under management, delivered an 8% return on lump sum investments over the same Flexi Cap Fund posted a return of 4.06%, while HDFC Mid Cap Fund delivered 2.41%. Motilal Oswal Midcap Fund returned 1.67%, followed closely by Kotak Midcap Fund, which gave a return of 1.65%.ICICI Prudential Multicap Fund was the last fund to offer a positive return, at just 0.01% over the past year on lump sum Canara Robeco Mid Cap Fund delivered 0.00% return over the same time considered all equity mutual funds, excluding sectoral and thematic schemes, and included only regular plan, growth option funds. Returns were calculated based on lump sum investments made from July 29, 2024 to July 28, above is a data-based performance review, not a recommendation. It is not intended to guide investment or redemption decisions. Investors must always consider their risk appetite, investment goals, and time horizon before making any investment decision.
Hindustan Times
24-07-2025
- Business
- Hindustan Times
Tracking India's shifts with Bajaj Finserv Flexi Cap Fund and Megatrends
In a dynamic world, identifying continuity can be challenging. While predicting the future remains difficult, certain forces unfold gradually, influencing the broader direction of economies and industries. These are known as megatrends— structural shifts that often span decades. Discover the Benefits of the Bajaj Finserv Flexi Cap Fund For investors, such trends may offer a way to align portfolios with sectors and companies that could maintain long-term relevance. The Bajaj Finserv Flexi Cap Fund aims to do so by employing a Megatrends strategy to identify businesses adapting to broader shifts in the economy, society, and technology. The fund focuses on six broad themes that may be a part of India's growth journey over the next decade: technological transformation, regulatory shifts, economic realignment, nature-led sustainability, demographic changes, and evolving social preferences. This article explores these megatrends and their potential investment implications. Technological Transformation Artificial intelligence, automation, robotics, and next-gen connectivity are increasingly becoming integrated into business operations. In India, rising digitisation—from government-backed infrastructure to private innovation in areas like fintech, health tech, and edtech—has created new opportunities for technology-led businesses. Companies that can adapt to technological change or contribute to the digital ecosystem may be positioned to participate in this evolving trend. This includes not only traditional IT players but also new-age firms in areas like digital commerce, analytics, and cloud services. Regulatory Revival India's manufacturing sector has seen some expansion, supported by policy incentives and increasing interest in domestic production. Government initiatives such as 'Make in India' and the Production Linked Incentive (PLI) schemes aim to boost domestic production and reduce import dependency. These regulatory moves come at a time when developed countries may be looking to diversify their supply chains. With government support, infrastructure investment, and a skilled workforce, Indian manufacturing could see participation across sectors such as pharmaceuticals, electronics, defence, and renewable energy. Companies aligned with such policy shifts may benefit from structural demand over time. Economic Realignment India's economy is becoming more structured in how people save, borrow, and invest. With increasing incomes and improved access to formal financial products, more individuals and businesses are participating in organised financial systems. This growing preference for formal banking, insurance, and digital transactions is influencing how money moves through the economy. Nature and Sustainability Sustainability is becoming integral to how businesses are evaluated. Environmental awareness is beginning to shape consumer behaviour, capital allocation, and regulatory focus. In India, this shift is visible through rising interest in renewable energy, sustainable agriculture, cleaner mobility, and eco-friendly materials. As climate risks become more prominent, companies responsive to these concerns may find greater resonance with policy frameworks and investor expectations. ESG-aligned investing has started to gain ground, and may grow in relevance as sustainability becomes a business imperative. Demographic Dividend India's youthful population, with a median age of around 28 to 29 years, remains a key differentiator. As disposable incomes rise and urbanisation accelerates, the demand for healthcare, consumer goods, infrastructure, and services is also expected to grow. Urban migration is also reshaping demand patterns—driving the need for housing, mobility solutions, and public utilities. Businesses catering to these needs may find opportunities to scale. From affordable housing to organised retail, the demographic story is creating structural shifts in how and where consumption takes place. Social Evolution: Health, Wellness, and Connected lifestyles Changing societal preferences are influencing consumption and lifestyle choices. Health awareness, digital connectivity, and demand for convenience are increasingly shaping spending behaviour across income segments. This shift is especially noticeable in sectors like wellness, fitness, telemedicine, and e-commerce. The expansion of digital infrastructure into smaller towns and rural areas has also enabled broader access to services once primarily limited to urban centres. As a result, companies that offer digitally enabled, consumer-centric solutions are becoming more relevant across categories. Considering the Bajaj Finserv Flexi Cap Fund While market volatility is a short term reality, megatrends tend to unfold over longer timeframes, often extending beyond typical market cycles. The Bajaj Finserv Flexi Cap Fund aims to offer the potential for enduring growth. Its megatrend-based stock selection process seeks to identify businesses that are not only relevant today but may continue to grow in alignment with long-term themes. For investors, aligning portfolios with megatrends rather than reacting to short-term fluctuations may bring more discipline to their investment journey. As always, investors are advised to consider their own financial goals, investment horizon, and risk appetite before making any investment decisions. To find out more about the Bajaj Finserv Flexi Cap Fund or to invest in SIP or lumpsum, visit Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Note to the Reader: This article is part of Hindustan Times' promotional consumer connect initiative and is independently created by the brand. Hindustan Times assumes no editorial responsibility for the content.
