Flexicap funds launched after June 2025: Here is a comparison of the different approaches
Flexicap funds have emerged as a favourite destination for investors in 2025 since they allow the fund managers the freedom to quickly adjust to market conditions and tune their portfolio accordingly. A study says in 2025, there were 39 fund and 30 gave positive returns.
Kolkata: In the wobbly equity market conditions that defined 2025, flexicap funds emerged as a strong favourite of investors, with a report pointing out that as many 30 funds out of 39 flexicap funds generating positive gains. HDFC Flexicap fund emerged as the top performer with 11.05% returns during the year.
In the period between June and December, four flexi-cap schemes were launched. These are schemes in which the fund manager has freedom to invest in large, mid and small-cap companies which gives him/her the freedom to tune the portfolio according to shifting market conditions. The four flexi-cap funds launched in 2025 are too young to make a comparison of performance. But we have a look at the basic characteristics of these funds.
Jio BlackRock Flexi Cap Fund
This fund made a big bang NFO on October 13, 2025. Its assets under management (AUM) are approximately Rs 2,231 crore. The fund's NAV is Rs 10.29, and it has generated a return of approximately 2.9% so far. This fund focuses primarily on large companies and about two-thirds of its funds are invested in large-cap stocks. It has significant exposure to the banking, IT, and auto sectors. Among its top stock picks are HDFC Bank, ICICI Bank and Reliance Industries.
Capitalmind Flexi Cap Fund
CapitalMind Flexi Cap Fund was launched on August 4, 2025. Its AUM is about Rs 234 crore and the NAV is Rs 10.24 crore. So far, it has generated returns of about 2.45%. A key feature of this fund is its nearly equal investment in large-cap and mid-cap stocks. Its share of small-cap stocks is also higher than Jio BlackRock's. Banking, finance and auto sector stocks are favourites of this mutual fund scheme.
Unifi Flexi Cap Fund
Unifi Flexi Cap Fund was launched on June 6, 2025. Its AUM is approximately Rs 164 crore and NAV is Rs 10.35. So far, this fund has delivered a return of approximately 3.48%. Small-cap stocks constitute a higher share of this fund compared to other funds. Its investments are predominantly in the banking and healthcare sectors and the top stocks in its portfolio are Bharti Airtel and ICICI Bank.
The Wealth Company Flexi Cap Fund
The Wealth Company Flexi Cap Fund was launched on October 14, 2025. Its AUM is approximately Rs 261 crore and NAV is Rs 10.22. It has reported a return of 2.19% so far. This fund also has a strong presence in large-cap stocks. It has significant investments in the IT and finance sector stocks such as Infosys, Bharti Airtel and Reliance Industries.
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