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These Two Flexi-Cap Funds Has Given Over 12% SIP Returns In 1 Year
Diversified Flexi cap funds are a type of equity fund that allows investors to diversify their portfolio among firms with varying market capitalizations, which aids in risk mitigation and volatility reduction. Diversified equity funds and multi-cap funds are other names for these funds. In this article, we have given insights into such two funds. These two funds ahs offered over 12% returns in 1 year. Check out these two Flexi-cap fund portfolios!
Quant Flexi Cap Fund - Direct Plan-Growth
This Flexi-Cap fund is a Small fund of its category launched by the Quant Mutual Fund. It is an open-ended fund. The fund's Asset under Management is Rs 198.02. The NAV (Net Asset Value) of the fund is Rs 64.3733 as of 13th April 2022. It has an expense ratio of 2.15%, which is high compared to its category average. The fund is highly risky for investment.
For investment in this fund via SIP, the minimum amount required is Rs 1000, for Lump-sum investment in this fund, the minimum amount required is Rs 5000. This fund has no lock-in period. Since its launch, it has delivered 19.96% average annual returns.
Fund has 89.37% investment in Indian stocks of which 38.55% is in large-cap stocks, 17.19% is in mid-cap stocks, and 20.05% in small-cap stocks The fund has the majority of its money invested in Services, Financials, Consumer Staples, Healthcare, Construction sectors. It has taken less exposure in Services, Financial sectors compared to other funds in the category.
HDFC Flexi Cap Fund - Direct Plan - Growth
This Flexi-cap mutual fund is from the HDFC Mutual fund house. This is an open-ended medium-sized fund of its category. The fund's Asset Under Management or AUM is worth Rs 27496.23 Crore. Whereas, the NAV or Net Asset Value of this fund declared on 13th April 2022 is Rs 1120.082. The expense ratio of this fund is 1.07%, which is higher than its category average but less than its peer fund mentioned above. This fund is a highly risky fund for investment.
To start investment in this fund, the minimum amount required is Rs 5000 for lump-sum payments, and for SIP, it is Rs 500. This fund has no-lock-in period. Since its launch, it has delivered 15.37% average annual returns.
The fund has 97.75% investment in Indian stocks of which 74.34% is in large-cap stocks, 9.53% is in mid-cap stocks, and 5.56% in small-cap stocks. The fund has the majority of its money invested in the Financial, Energy, Capital Goods, Technology, and Materials sectors. It has taken less exposure in the Financial, Energy sectors compared to other funds in the category.
SIP Returns
Quant Flexi Cap Fund - Direct Plan-Growth
| SIP Period | Absolute Returns | Annualised Returns |
|---|---|---|
| 1 Year | 12.81% | 24.59% |
| 2 Year | 61.06% | 53.63% |
| 3 Year | 92.10% | 47.35% |
| 5 Year | 111.04% | 30.40% |
HDFC Flexi Cap Fund - Direct Plan - Growth
| SIP Period | Absolute Returns | Annualised Returns |
|---|---|---|
| 1 Year | 12.54% | 24.06% |
| 2 Year | 43.21% | 38.88% |
| 3 Year | 50.52% | 28.44% |
| 5 Year | 60.62% | 19.02% |
Disclaimer
Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.
