The Mutual Funds Review Blog

  Category Fund (Direct plan) AUM (₹ Cr, approx) TER (Direct) Cap weights (Large / Mid / Small) 1-yr 3-yr (ann.) 5-yr (ann.) Source Flexi-Cap HDFC Flexi Cap (Direct) 85,560 0.70% Large 60.1% / Mid 2.2% / Small 4.3% (remainder in debt/cash/others). — — ~29.0% (5-yr) . ETMoney / Moneycontrol. ET Money +1 Flexi-Cap Parag Parikh Flexi Cap (Direct) ~100,000+ (crossed ₹1,00,000 Cr in 2025) ~ 0.6–0.9% (varies by site) Allocation: tilt shown to large caps on factsheet (see factsheet). — — ~22–24% (5-yr) . AMC / ValueResearch / Moneycontrol. PPFAS Mutual Fund +2 Value Research Online +2 Flexi-Cap Axis Flexi Cap (Direct) 12,934 (as on 30 Sep 2025) (TER on factsheet) Full factsheet shows detailed exposure (see pdf). — — — Axis factsheet (Aug 2025 pdf). Axis Mutual Fund +1 Flexi-Cap Quant Flexi Cap (Direct) (AUM shown on fund page) ~0.66% (site snapshot) Portfolio & allocation on fund factsheet (see fund page). — — — Quant AMC / ValueResearch / Morningstar. Value Research Online +1 ...

  Flexi-cap vs Multi-cap funds — in-depth comparison + actual performance (with sources) Short answer first: Flexi-cap funds give the manager complete freedom to shift between large, mid and small caps (no mandated allocation). Multi-cap funds must keep at least 25% in each of large-, mid- and small-cap stocks (SEBI mandate for the category). That structural difference drives their behaviour, risk profile and performance patterns. iNRI +1 Below I give (A) the formal definitions and practical consequences, (B) an empirical performance snapshot with real fund numbers, (C) risk / when-to-use guidance, and (D) a short checklist for choosing between them. A. What they are (formally) and why it matters Flexi-cap funds — manager can allocate across market caps freely; no fixed floor/ceiling on large/mid/small cap weights. This gives the manager tactical flexibility to rotate into whichever segment looks attractive. Managers can also tilt strongly to large caps (lower volatili...

  Top 10 Small-Cap Funds (India) Here are funds that frequently show up at the top of performance lists with strong 5-year and longer-term returns: Fund Key Highlights Quant Small Cap Fund Among the best performers: ~44.85% 5-yr annualised return as of July 2025. Angel One +2 Moneycontrol +2 Nippon India Small Cap Fund Large AUM, ~33-40% 5-yr returns in many lists. Scripbox +2 Angel One +2 Bandhan Small Cap Fund ~36%+ 5-yr returns in some lists. Angel One +1 HSBC Small Cap Fund ~35% 5-yr returns based on recent data. Angel One HDFC Small Cap Fund Strong performance over 5-yr, good name in the category. Scripbox +1 Franklin India Smaller Companies Fund Good 5-yr returns (~34-36%) in many rankings. Angel One Edelweiss Small Cap Fund Included in several “top 10 small cap” lists for returns. mint +1 Tata Small Cap Fund Good 5-yr growth, more moderate size. Moneycontrol +1 Canara Robeco Small Cap Fund Provides a slightly different flavour; solid performance. Moneycontrol Kotak Small C...

   What is a small-cap fund & why consider one Small-cap funds in India invest primarily in companies with smaller market capitalization (e.g., companies ranked below the top 250 in market-cap) and hence higher growth potential but also higher risk. BlinkX +2 Personal FN +2 According to one source: “Small-Cap fund … are the top performing category of 2024 … average returns ~ 27.7% in the year”. Personal FN As a category, they have delivered very high 5-yr returns in many cases (30%+ p.a) but with big volatility. For example: one list shows 5-yr returns of ~29-35% for top small-cap funds. mint +2 My SIP Online +2 They are more suitable for investors with long horizons (7-10 years or more) and who can tolerate large drawdowns and volatility. Key criteria when selecting a small-cap fund When you evaluate such funds, check: 5-yr (and 3-yr) CAGR – how the fund has grown over multiple years (not just 1 year). Expense ratio – lower is better, especially...

  When analysing Flexi-Cap mutual funds in India (i.e., funds that can invest across large-, mid- and small‐cap stocks) here are some of the top picks as of 2025, plus some key criteria / caveats you should use to pick one that fits your goals. Important disclaimer : This is not investment advice. You should check current data, expense ratios, risk levels, your investment horizon & tax implications, and link up with a SEBI-registered advisor where appropriate.  What makes a good Flexi-Cap fund Here are features to look for: Flexibility across market-caps: Flexi‐cap funds are allowed to invest in large, mid and small caps, giving them a broad opportunity set. Unstop +2 Upstox - Online Stock and Share Trading +2 Strong historical returns (3-yr, 5-yr, 10-yr) and good risk-adjusted metrics (Sharpe ratio, downside protection) rather than just past high returns. Reasonable AUM (so fund size is manageable), and a fund manager/team with good track record. Ex...