These Two Flexi Cap Fund Has Returned More Than 24% In 2-Year, Good For SIP

Flexi-cap funds may invest in any business, regardless of its market size, but mid-cap or small-cap funds are restricted to investing within their respective categories. Flexi-cap fund managers have the freedom to analyse the growth prospects of various enterprises without regard to their size and invest the money across a wide range of market categories and companies. Here, we have highlighted two Flexi-cap Mutual Funds from big AMC Union MF and Canara Rebeca MF. Check out the details of the funds below:

Union Flexi Cap Fund- Direct -Growth

Union Flexi Cap Fund- Direct -Growth

NAVFund SizeExpense Ratio
₹35.36 ₹ 924.37 Cr1.32%

NAV as on 15-Feb-2022

Union Flexi Cap Fund Direct-Growth is a Multi Cap mutual fund scheme from the house of Union Mutual Fund. It is small fund of its category. This fund has been in existence for more than 9 yrs, launched on 01 January 2013. Union Flexi Cap Fund Direct-Growth has Rs 924 Crores worth of as on 31 January 2021.. The fund has an expense ratio is higher than what most other Multi Cap funds charge. Rating agency CRISIL has rated this fund 4-stars.
Union Flexi Cap Fund Direct-Growth returns of last 1-year are 21.72%. Since launch, it has delivered 13.70% average annual returns. It is hight risky fund, and doesn't gurantee returns on the investment. However, Investors who are looking to invest money for at least 3-4 years and looking for high returns can opt to invests in the fund. Its ability to control losses in a falling market is above average.
The fund has the majority of its money invested in Financial, Technology, Construction, Energy, Services sectors. When compared to other funds Flexi Cap the category, it has acquired less exposure in the financial and technology industries.

Annualized Returns

Lump Sum Returns- On investment of Rs 10,000

1-Year2-Year3-Year5-YearSince Inception
21.72%25.59%23.48%16.69%13.70%

SIP Returns- On investment of Rs 1,000

1-Year2-Year3-Year5-Year
14.20%34.23%28.00%19.95%
Canara Robeco Flexi Cap Fund- Direct- Growth

Canara Robeco Flexi Cap Fund- Direct- Growth

NAVFund SizeExpense Ratio
₹242.58₹ 6777.71 Cr0.55%

NAV as on 15-Feb-2022

Canara Robeco Flexi Cap Fund Direct-Growth is a Multi Cap mutual fund scheme from the house of Canara Robeco Mutual Fund. It is a medium-sized fund of its category., launhced on 02 January 2013. Fund's (Direct-Growth plan) AUM is worth Rs 6,778 Crores as on 31 January 2021. The fund has an expense ratio is less than what most other Multi Cap funds charge. Rating agency CRISIL has rated this fund 4-stars.
Under the Direct - Growth plan the fund has a decent retruns over the years to their investors. In last 1-year, the fund has delivered 20.17% returns, which is almost equal to its category average in same investment horizon. Since its launch, it has delivered 15.64% average annual returns, which is comapred to its annual category avereg ratuens is less. Its ability to control losses in a falling market is above average. It si a hight risky fund to invest. Investors who are looking to invest money for at least 3-4 years and looking for high returns can opt to invest in the fund.
The majority of the money in the fund is invested in the financial, technology, automobile, construction, and healthcare industries. It has less exposure to the Financial and Technology industries than other funds in the category.

Annualized Returns

Lump Sum Returns- On investment of Rs 10,000

1-Year2-Year3-Year5-YearSince Inception
20.17%24.19%23.44%19.29%15.64%

SIP Returns- On investment of Rs 1,000

1-Year2-Year3-Year5-Year
15.99%32.98%27.76%21.02%
Disclaimer

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, Terms and Conditions carefully before investing. The above-mentioned information is purely informational and carried forward from MoneyControl. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.

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