Flexi-cap mutual funds have emerged as a most well-liked alternative for traders searching for dynamic and versatile funding choices. Among the many plethora of flexi-cap funds out there, Parag Parikh Flexi Cap and Quant Flexi Cap stand out as robust contenders, every with its distinctive options and efficiency observe document.
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With a constant outperformance in opposition to benchmarks just like the S&P 500 BSE TRI and Fairness: Flexi Cap over a decade, its web asset worth (NAV) stands at ₹74.7137 as of February 16, in accordance with Worth Analysis report.
| Firm | Share of portfolio |
|---|---|
| HDFC Financial institution | 8.05% |
| Bajaj Holdings & Funding | 6.99% |
| Energy Grid Company Of India | 5.65% |
| HCL Applied sciences | 5.36% |
| Coal India | 5.12% |
(Supply: Worth Analysis)
The asset allocation reveals a concentrate on fairness (86.86%), with some portion in debt (12.96%) and a minor allocation in money and money equal (0.18%).
The returns, reflecting its efficiency, present an upward trajectory over varied time frames, with a 20.62% return since inception.
This is have a look at returns of the fund at totally different time interval:
| Time Interval | Returns |
|---|---|
| 1 12 months | 41.29% |
| 3 Years | 22.85% |
| 5 Years | 24.76% |
| 7 Years | 21.30% |
| 10 Years | 21.47% |
| Since Inception | 20.62% |
(Supply: Worth Analysis)
The expense ratio stands at 0.58.
The NAV is ₹103.0873 as of February 16, 2024.
Prime holdings embody Reliance, Adani Energy, Housing & City Growth, Jio Monetary Companies, and Britannia.
| Firm | Share of Portfolio |
|---|---|
| Reliance | 9.79% |
| Adani Energy | 4.87% |
| Housing & City Growth | 4.31% |
| Jio Monetary Companies | 4.07% |
| Britannia | 3.88% |
(Supply: Worth Analysis)
The fund has a major concentrate on fairness (95.13%) and minor allocations in debt (4.89%) and money and money equal (-0.02%).
This is have a look at returns of the fund at totally different time interval:
| Time Interval | Returns |
|---|---|
| 1 12 months | 58.64% |
| 3 Years | 36.36% |
| 5 Years | 33.28% |
| 7 Years | 24.92% |
| 10 Years | 26.68% |
| Since Inception | 21.43% |
The expense ratio is marginally increased at 0.77.
The place to take a position?
Each funds, mandated to take a position a minimal of 65% in fairness shares, provide traders flexibility in navigating varied market situations.
The funding technique includes a diversified portfolio throughout large-cap, mid-cap, and small-cap corporations, making them appropriate for various investor profiles.
Nonetheless, it’s essential for traders to know that they need to weigh components reminiscent of their funding horizon, threat tolerance, and their portfolio wants earlier than making remaining choice
(Edited by : Shoma Bhattacharjee)
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