With 33.07% Returns In 2-Years, This Flexi-Cap Mutual Fund Is Good For Investment

A Flexi-cap mutual fund scheme is an open-ended dynamic equity fund that invests at least 65 per cent of its total assets in large, mid, and small-cap equities. Through a single mutual fund strategy, these funds provide exposure to all caps equities. Flexi-cap allows the manager to pick how much to invest in large-cap, mid-cap, and small-cap stocks without having to meet any minimum investment requirements. Each category's investment is controlled dynamically in response to market conditions. This particular Flexi-cap mutual fund scheme mentioned below is a top-rated scheme rated by CRISIL and has offered promising returns to investors since its inception. Read to know more!

Navi Flexi Cap Fund - Direct Plan-Growth

This Flexi-cap mutual fund is a 3-year-old fund launched on 09 July 2018 by the Navi Mutual Fund. It is an open-ended equity small fund of its category. The fund has worth Rs 200.51 Crore of Asset Under Management (AUM). Whereas, the Net Asset Value (NAV) declared on 10th May 2022 is Rs 15.7032. The fund has an expense ratio of 0.43%, which is less than its category average expense ratio.

The fund is rated 3-star by the CRISIL and given average performance among peer funds. However, it is a very risky fund for investment. To initiate the investment process, the minimum amount required is Rs 1,000 for a lump-sum payment and Rs 500 for SIP. There is no lock-in period in this fund.

The scheme invests in a diversified portfolio of large-cap, mid-cap, and small-cap companies as defined by the market regulator Securities Exchange Board Of India (SEBI) from time to time in order to create long-term capital appreciation through equity investments. This fund is a good buy for investors who are looking to invest money for at least 3 to 4 years and looking for high returns. 

Absolute And Annualised Returns

Lump-Sum Investment Returns

The fund in the last 1-years has given 10.45% returns. The returns are better than its category average. Since its launch, it has delivered 12.48% average annual returns.

Tenure	Absolute Returns	Annualised Returns
1 Year	10.45%	10.45%
2 Year	77.34%	33.07%
3 Year	48.90%	14.18%
Since Inception	57.03%	12.48%

SIP Returns

In 1-year SIP, the fund has given negative returns on investment.

Tenure	Absolute Returns	Annualised Returns
1 Year	-4.35%	-7.99%
2 Year	16.78%	15.72%
3 Year	26.86%	16.09%

Portfolio

The fund is invested in equities to the tune of 98.14 per cent, with 61.84 per cent in large-cap companies, 11.36 per cent in mid-level stocks, and 17.79 per cent in small-cap stocks.

The financial, technology, energy, automobile, and healthcare sectors account for the majority of the fund's holdings. When compared to other funds in the category, it has less exposure to the Financial and Technology industries.

Reliance Industries Ltd., ICICI Bank Ltd., Infosys Ltd., Divi's Laboratories Ltd., and Axis Bank Ltd. are among the fund's top holdings.

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.