FLEXI CAP FUNDS
10 equity mutual funds with NAVs above Rs 1,000 offer CAGR up to 24% since their inception
Around 10 equity mutual funds with NAVs above Rs 1,000 have delivered up to 24% CAGR since inception, most over 25+ years. These span categories like ELSS, flexi cap, and mid cap. Nippon India Growth and Sundaram Mid Cap led with strong long-term returns, showcasing consistent wealth creation for investors.
International mutual funds rally up to 12% in one month. Time to go global?
International mutual funds surged up to 12% in a month, outperforming all domestic equity categories. Driven by geopolitical developments and global market rallies, top schemes delivered up to 29.5%. Experts caution against chasing short-term gains, advising only a 5–10% allocation for global diversification, stressing India's strong long-term growth and better risk-adjusted returns.
Mutual funds for beginners: What strategy should students adopt to start investing?
A student on Reddit shared plans to begin investing in mutual funds with a medium risk appetite and a 5–10 year horizon. Experts recommend starting with index or flexi cap funds, setting clear goals, and avoiding sectoral schemes. Consistency and diversification over time, along with learning market behaviour, are key for long-term wealth creation and financial literacy.
27 equity mutual funds offer over 25% CAGR in both 3 and 5 years. Have you added any to your portfolio?
Twenty-seven equity mutual fund schemes have delivered over 25% CAGR in both three- and five-year periods, with HDFC Mutual Fund leading the pack. Funds like Quant Small Cap, Franklin India Prima, and Motilal Oswal Midcap stood out for their stellar performance. The analysis spans all equity categories and is based on regular, growth options—not a recommendation.
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NFO Alert: Unifi Mutual Fund launches flexicap fund
Based on a GARP philosophy, Unifi Flexi Cap Fund aims for long-term capital appreciation with a 3–5-year horizon. The NFO is open until May 30, with a minimum investment of Rs 5,000. Benchmark: Nifty 500 TRI. The scheme will be anchored to investing in growth businesses and will be consensus-agnostic.
Railways PSU ETF delivers 16% in a week. Is this the right opportunity for portfolio diversification?
A railways PSU-focused ETF delivered a sharp 16% gain in just one week, as per ETMutualFunds analysis. The Groww Nifty India Railways PSU ETF rose 16.41%, while the corresponding index fund returned 16.35%. Both are benchmarked against the Nifty India Railways PSU Index – TRI, which surged 16.46%, reflecting renewed investor interest in the sector.
Sensex @82,300: Should mutual fund investors alter their investment strategy?
As the Sensex hits new milestones, experts advise mutual fund investors to stay invested, adhering to their asset allocation. A large-cap tilted portfolio is recommended, given the current market scenario. For fresh investments, consider diversified approaches like flexi-cap and hybrid funds, utilizing SIPs to mitigate risk and benefit from rupee cost averaging.
Fund Manager Talk | Attractive risk-reward opportunity in midcap private banks, says Amey Sathe
Amey Sathe of Tata Asset Management sees opportunity in midcap private banks. He believes their valuations are compelling. Profitability is expected to improve in the next two years. The Tata Flexi Cap Fund uses sector rotation. It overweights undervalued sectors. Sathe also views consumer stocks as a dark horse in fiscal year 2026.
Defence ETFs gain 17% in one week. Should you add to your portfolio?
Defence ETFs saw gains after Operation Sindoor. Groww and Motilal Oswal Defence ETFs rose significantly. A defence ETF fund of fund also showed strong returns. This surge is attributed to India-Pakistan tensions and government support. The defence budget has tripled in a decade. PM Modi emphasized self-reliance in defence. Experts advise diversified equity funds over single-sector investments.
Flexi Cap vs. Multi Asset Allocation Mutual Funds: Which one is best for you?
Investors often struggle to pick the right mutual fund. Flexi Cap Funds invest in stocks across market sizes. Multi Asset Allocation Funds invest in equity, debt, and gold. Flexi Cap Funds suit long-term, high-risk investors. Multi Asset Allocation Funds suit medium-term, moderate-risk investors. Experts suggest considering risk appetite and investment goals. Investors can choose schemes based on their needs.
Helios Flexi Cap Fund exits Reliance Industries, adds 3 stocks in April
Helios Flexi Cap Fund fully exited Reliance Industries in April, selling shares worth ₹105.95 crore. Simultaneously, the fund introduced Ather Energy, Axis Bank, and PB Fintech to its portfolio. It also increased exposure in 360 One WAM, ITC Hotels, and Syrma SGS Technology while maintaining positions in 47 other stocks, reflecting a dynamic investment strategy.
Edelweiss Flexi Cap Fund shines with strong 10-year track record. Radhika Gupta lauds money management style
Edelweiss Flexi Cap Fund's 10-year performance is recognized, with CEO Radhika Gupta highlighting the fund house's disciplined approach. The fund prioritizes long-term outcomes with a process-driven, consistent investing style, delivering a 14.35% CAGR over the past decade. With an AUM of Rs 2,542.78 crore, the scheme aims for long-term capital appreciation through diversified equity investments.
Parag Parikh Flexi Cap Fund exits ITC Hotels and increases stake in 8 stocks
Parag Parikh Flexi Cap Fund completely exited ITC Hotels by selling shares in April, while increasing its stake in eight other stocks, notably Coal India and ITC itself. The fund reduced exposure in Motilal Oswal Financial Services and IPCA Laboratories, keeping its holdings unchanged in 16 stocks. With an AUM of Rs 98,541 crore
Best flexi cap mutual funds to invest in May 2025
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.
Parag Parikh Flexicap Fund crosses Rs 1 lakh crore AUM: Neil Parikh
Parag Parikh Flexi Cap Fund (formerly Parag Parikh Long Term Equity Fund) is an open-ended equity scheme that dynamically invests across large-cap, mid-cap, and small-cap stocks.
11 equity mutual funds tumble over 20% from their 52-week NAVs. Do you currently hold any in your portfolio?
Around 11 equity mutual funds have experienced a decline exceeding 20% from their 52-week high NAVs, according to an analysis by ETMutualFunds. Motilal Oswal Focused Fund saw the biggest drop at 26.70%. Following closely were Samco Flexi Cap Fund and Samco ELSS Tax Saver Fund, down by 24.67% and 22.42%, respectively.
52% equity mutual funds outperform against their benchmarks in 3 years
Around 52% of equity mutual funds surpassed their benchmarks in the last three years, according to an ETMutualFunds analysis. Contra funds demonstrated the highest outperformance, while mid-cap funds showed the lowest. Notably, large funds like Parag Parikh Flexi Cap Fund and Nippon India Small Cap Fund also outperformed their benchmarks during this period.
HDFC Flexi Cap Fund review: Mutual fund has improved consistency in outcome and risk profile in recent years
We examine the key fundamentals of HDFC Flexi Cap Fund, its portfolio and performance to help you make an informed investment decision.
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