Best performing Flexi-cap fund!

Siddhi Sharma
/ Categories: Mutual Fund, MF Unlocked
Best performing Flexi-cap fund!

Since last one year people are getting attracted to the equity market looking at returns it has delivered. Many of them are excited to commence their investment journey in the equity market but are afraid to invest directly due to a lack of adequate knowledge.

If this is the case, then one can start investing through mutual funds which are managed by professional fund managers. Mutual fund offers equity-oriented schemes which are further divided into various sub-categories according to risk appetite and investment objectives of an individual such as large-cap, mid-cap, small-cap, etc. If an individual wish to take exposure of all market capitalization, then they can invest in flexi-cap or multi-cap funds. However, presently many mutual funds offering multi-cap schemes are converting to flexi-cap due to the freedom they get to invest in any market capitalization without any restrictions, unlike multi-cap funds.

Following are the best performing flexi-cap funds based on one-year return:

Fund Name

1-year Return (in per cent)

AUM (in crs.)

Expense Ratio (in per cent)

PGIM India Flexi Cap Fund

50.67

 

₹2,706

0.19

BOI AXA Flexi Cap Fund

50.50

 

₹150

1.16

Parag Parikh Flexi Cap Fund

49.40

 

₹17,220

0.83

HDFC Flexi Cap Fund

46.70

 

₹27,105

1.12

Franklin India Flexi Cap Fund

46.67

 

₹10,408

1.13

 

As we can see in above table, PGIM India Flexi Cap Fund has performed best within its category. Here is the sector wise allocation and the top 5 holdings of the fund.

Sector

Allocation %

Financial

18.87

Construction

16.72

Technology

15.98

Engineering

10.78

Healthcare

9.31

Company Name

Asset%

Infosys

6.47

ICICI Bank

5.26

Larsen & Toubro

4.18

HDFC

3.68

State Bank of India

3.34

                                

Performance of the fund as against its benchmark and NIFTY 50 TRI:

As we can see in the below table PGIM Flexi Cap Fund have outperformed its benchmark Nifty 500
TRI since inception.

 

Fund

Nifty 500 TR Index (Benchmark)

NIFTY 50 TR Index

Period

Returns (%)

Returns (%)

Returns (%)

Direct Plan - Growth Option

 

 

 

Last 1 Year

72.8

59.08

53.54

Last 3 Years

32.48

21.22

20.79

Last 5 Years

21.58

16.34

16.83

Since Inception

17.58

12.88

12.22

Rate this article:
4.0
Comments are only visible to subscribers.

DSIJ MINDSHARE

Mkt Commentary25-Jan, 2022

IPO Analysis25-Jan, 2022

IPO Analysis: Adani Wilmar Ltd

IPO Analysis: Adani Wilmar Ltd

Adani Wilmar is one of the few large FMCG food companies in India to offer most of the...

Mindshare25-Jan, 2022

Mindshare25-Jan, 2022

Mindshare25-Jan, 2022

Knowledge

  • Back to top