First diversified equity category to achieve the milestone
The Nifty 500 FlexiCap Quality 30 TRI allocates across different market capitalisations based on momentum, while focusing on companies meeting certain quality criteria
Flexicap schemes account for 15 per cent of the total assets managed by active equity schemes
Capitalmind Mutual Fund on Monday announced that its first scheme, Capitalmind Flexi Cap Fund, has crossed Rs 100 crore in Assets Under Management (AUM), achieving the milestone in 35 days. In a statement, the company said its scheme had "surpassed Rs 100 crore in Assets Under Management as of August 22, 2025 " after launching the fund on July 18. By September 7, the scheme's asset base had crossed Rs 120 crore, driven by over 5,100 unique investors, more than 1,800 empanelled distributors and 1,600 systematic investment plan (SIP) transactions. "Crossing Rs 100 crore this quickly is a celebration of our community-- investors, partners, and our team -- who believe a systematic, evidence-based approach belongs at the centre of retail investing," Deepak Shenoy, CEO of Capitalmind Asset Management, said. Looking ahead, Capitalmind Mutual Fund said it will deepen SIP participation, strengthen platform and distributor integrations. In April, Capitalmind Financial Services secured final
Flexi Cap mutual funds are frequently compared to Multi Cap funds, given that both invest in equities and equity-related instruments across various market capitalisations
With sharp corrections in small and midcaps, flexicap and largecap funds are attracting more investor inflows and folio additions, driven by better short-term returns
Five funds in the category have given steady returns in three years: Here is more about them
A disciplined investment approach through a systematic investment plan would have delivered strong results
Flexi-cap funds invest across market caps without fixed allocation limits
Flexicap slips to the second spot, largecap to fourth
The fund's month-end assets under management (AUM) increased to Rs 50,840 crore in March 2024 from Rs 23,128 crore in March 2021
Flexicap mutual funds offer the fund managers to invest across sectors and market capitalisations without any restrictions
The fund aims to provide capital growth to investors through a diversified portfolio of equities, fixed-income securities, and money market instruments
In the past three years, the fund took exposure across market capitalisations, with predominant allocation to large-cap stocks (averaging 79.88 per cent)
Your portfolio shouldn't contain stocks picked at exorbitant valuations or those that have corporate governance issues
Multi-cap funds, with their higher exposure to mid- and small-caps, can outperform but with higher volatility
While large-cap funds experienced a net inflow of Rs 13,569 crore for the entire 2021-22, inflow for mid-cap funds stood at Rs 16,308 crore and the same for small-cap funds was at Rs 10,145 crore
Indian equity markets have been very volatile largely due to the sustained selling from the foreign portfolio investors
Globally, rising inflationary concerns and geopolitical tensions have led to risk aversion among investors
A safer approach is to invest in both value and growth style funds as performance alternates