Widely read:
When you are given all the freedom in the world, there is a human tendency to err on the side of caution eventually. Perhaps because the thrill to rebel seems more like a frill, a waste of effort.
Maybe that's the case with flexi-cap funds too. Even though these funds have the licence to thrill by investing across companies of all shapes and sizes (small-, mid- and large-caps), a few of them have been partial to the more plain-vanilla, relatively-safe large-cap companies.
In fact, there are four flexi-cap funds that have invested over 80 per cent of their cash in large-caps alone, which can ignite accusations of them being more of a large-cap mutual fund.
Below is a list of the four flexi-cap funds with a heavy large-cap presence.
| Name of fund | Average large-cap allocation (%) |
|---|---|
| Axis Flexi Cap Fund | 91.6 |
| HDFC Flexi Cap Fund | 82.5 |
| JM Flexicap Fund | 83.1 |
| Motilal Oswal Flexi Cap Fund | 81.4 |
| Note: Average allocation between January 2018 and April 2023 | |
Suggested read: Five focused funds with an imposter syndrome
Disclaimer: This content is for information only and should not be considered investment advice or a recommendation.
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