Diversify strategically across all market caps
The flexibility to invest in companies of various sizes, aiming for optimal returns by adjusting your portfolio composition based on market conditions and opportunities.
introducing: Flexicap Kings
As India grows from a $3 trillion economy to a $10 trillion economy, we aim to get invested in Companies that are building the necessary infrastructure such as Roads, Railways, Ports, Power, and more. These initiatives will improve connectivity and reduce logistics costs, making it easier for businesses to operate in the country. Participating and investing in India's growth story can lead to significant opportunities and returns for businesses and investors alike.
This portfolio combines three strategies to employ a flexicap investing strategy.
A mix of top-down macro and bottom-up micro research to pick up stocks providing long-term potential.
Blend investment across market caps, opportunistically investing outside benchmarks.
Overweight exposure to the core sectors which can benefit from the revival of the capital cycle & economic reforms.
What you are investing in
A diversified portfolio of large-cap, mid-cap & small-cap companies.
Large-cap companies with moderate returns, high stability & market value.
Mid-cap companies offering a balance between growth potential and risk.
Small-cap companies with higher growth potential than larger companies.
historical performance in global markets
Given the flexibility of the fund manager to be able to invest in stocks across different market capitalization segments, Flexicap funds typically tend to significantly outperform mainstream benchmark indices over multiple time periods as can be seen in the infographic below.
Flexicap Kings: pros & cons
- Covers big to small companies, spreading risk
- Fund Manager has the option to adjust the Portfolio to market conditions, thereby optimizing returns
- Captures growth across market segments
- Varies in size and sector, leading to higher volatility in returns
- Requires a deep understanding of different factors and businesses by the fund manager
- Market-cap allocation has to be actively rebalanced by the fund manager based on market movements
annualized past returns
The Flexicap Kings portfolio allocates your investment to the perfect mix of large-cap, mid-cap & small-cap companies to maximize your returns while minimizing short-term volatility.
who should invest in this
The Flexicap Kings portfolio suits investors seeking a balanced approach. Those comfortable with a mix of large, mid, and small companies in their portfolio, and who believe in adjusting allocations based on market shifts, benefit from this strategy. Investors looking for diversification across market segments and the potential for growth at different economic stages will find this portfolio appealing. However, individuals should be prepared for potentially higher risk and market volatility due to exposure to various sectors and sizes. Flexi cap is ideal for patient investors who trust skilled fund managers to navigate changing market dynamics effectively.
Competitive returns by diversifying market-caps.
Ideal Financial goals
Wealth creation, asset diversification, education planning
more Opportunitiesview all
5+ Years investment horizon
3 year CAGR
NIFTY 500 TRI - 3Y CAGR
A long-term investment strategy that invests in undervalued companies with solid fundamentals.
3+ Years investment horizon
5 year CAGR
NIFTY 500 TRI - 3Y CAGR
Ideal for quant geeks, this portfolio employs attributes like low volatility and high momentum, capturing distinct risk-return profiles in stocks.