Sign In
By signing in or creating an account, you agree with Associated Broadcasting Company's Terms & Conditions and Privacy Policy.
By signing in or creating an account, you agree with Associated Broadcasting Company's Terms & Conditions and Privacy Policy.
Kolkata: Flexi cap mutual funds are gaining popularity very fast. They offer the fund managers freedom to invest freely without capitalising market caps. A flexicap fund manager can invest in large cap, mid cap and small cap stocks. Sebi rules stipulate flexi cap funds should invest a minimum of 65% in equity and equity-related instruments. This lack of rigidity helps a fund manager to generate alpha.
The AUM (assets under management) of flexicap funds are close to the Rs 5 lakh crore mark in August, data from AMFI (Association of Mutual Funds in India) reveal. Even in this time of lackluster equity performance, the AUM of flexicap funds rose from Rs 4.93 lakh crore in July to Rs 4.95 lakh crore in August. Compared to what the AUM was in August last year (Rs 4.29 lakh crore), the August 2025 figure is 15% higher. Three flexicap funds are kicking off their NFO this week. Let's have a look at each of these schemes.
This is the first actively managed scheme of JioBlackRock Mutual Fund. The objective of the scheme is to generate long term capital appreciation by investing in equity and equity related instruments across market capitalization. There is no assurance that the investment objective of the Scheme will be achieved. It is an open ended scheme. The NFO opens on Tuesday, September 23 and October 7. 2025. JioBlackRock offers direct options and shuns the traditional MF distributors.
The Wealth Company Flexi Cap Fund NFO begins on September 24 and it will close on October 8. It will harness opportunities across large, mid, and small-cap segments. The following options are available for investors: Direct Plan and Regular Plan. Direct plan refers to a mode when one buys directly from the Mutual Fund house. Regular Plan refers to a mode where one buys from a Mutual Fund distributor.
The DSP Nifty500 Flexicap Quality 30 ETF is an open ended scheme. It has been designed to replicate and track Nifty500 Flexicap Quality 30 Index. The NFO will open for subscription on September 25. The time window will remain open till October 6. The investment objective of this scheme is to produce returns that track the performance of the Nifty500 Flexicap Quality 30 Index as closely as possible.
(Disclaimer: This article is only meant to provide information. TV9 does not recommend buying or selling shares or subscriptions of any IPO, Mutual Funds, precious metals, commodity, REITs, INVITs, any form of alternative investment instruments and crypto assets.)
