What is Flexi Cap category?

Introduction. Flexi-cap funds are those funds which invest in companies across the market capitalisation spectrum, i.e. large-cap, mid-cap, and small-cap stocks. These funds invest in the stocks of all the large-cap, mid-cap, and small-cap companies.

What is the difference between multi cap and flexi cap?

The large-cap allocation of multi-cap funds will limit downside risks in volatile markets. The flexi-cap category of equity funds, on the other hand, will invest at least 65\% of the total assets in equity investments without any defined limits in terms of exposure they should take to large-, mid- or small-cap segments.

What are the categories of mutual funds?

What types of mutual funds are there? Most mutual funds fall into one of four main categories – money market funds, bond funds, stock funds, and target date funds. Each type has different features, risks, and rewards. Money market funds have relatively low risks.

How do I choose a Flexi Cap fund?

Investors who wish to take flexible exposure across market capitalization can consider investing in Flexi-cap Fund. Investors need to evaluate their existing portfolio market cap allocation, risk profile, investment horizon, and investment objective before choosing between the two.

Are flexi cap funds good?

The flexi cap mutual fund category had a solid positive inflow in September 2021, despite the benchmark indexes trading at record highs, with the BSE Sensex hovering over 60,300 and the Nifty exceeding the 18,000 level. Flexi Cap Funds have seen a positive inflow of Rs 2,008.67 Cr among Growth/Equity Oriented Schemes.

What is the best category of mutual fund?

For an investor looking for fixed returns when making a safe investment in mutual funds, the best option is to invest in a debt fund. Such a fund invests in debt instruments such as government bonds, company debentures, and any other fixed income asset. However, you should consult a financial advisor before investing.

What is a flexi-cap fund?

Analysts say the flexi-cap category will help fund managers to invest freely across market capitalisation. The market regulator has introduced a new category of equity mutual fund scheme called ‘flexi-cap fund’. It will be an open-ended dynamic equity scheme investing across large-cap, mid-cap and small-cap stocks.

Will SEBI create a new flexi-cap category for investors?

AMCs through Association of Mutual Funds in India had urged Sebi to create a new flexi-cap category. There were apprehensions whether the regulator would oblige as there is already a focused fund category that allows flexible investments, albeit for a concentrated portfolio.

What do the proposed changes to the multi-cap category mean?

The crux of the proposed changes to the multi-cap category was they would have to, from January 31, 2021, invest a minimum of 25\% each in large, medium, and small caps. This took away the flexibility these funds had.

What is the Fidelity stock selector all-cap fund?

The Fidelity Stock Selector All-Cap Fund is a diversified domestic equity strategy that invests broadly across all sectors, market capitalizations, and styles. The fund is managed by a member of Fidelity’s Global Asset Allocation division and a team of sector portfolio managers.