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Equity Flexi Cap Open ended

Flexi Cap Fund

An equity fund that can invest across large, mid and small companies. Intended for long-term capital growth, with returns that move with the market.

Suggested horizon

5 years or more

Role in portfolio

Core growth allocation

Last updated

06 Mar 2026

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Plan & option

Riskometer

LowVery high

The value of this fund can fall sharply over short periods. Consider it only if you can stay invested through market declines.

02 — Fund at a glance

Is this fund relevant for me?

Educational suitability guidance. This is not personalised investment advice.

Where it may not
be relevant

If you need the money within three years, if a fall of 30% or more would force you to exit, or if you are looking for predictable periodic payouts. In those situations a debt, hybrid or shorter-duration category is likely to be a better starting point.

04 — Performance workspace

Fund vs benchmark vs category

This fund Benchmark Category average

Returns above one year are CAGR; one year and below are absolute. Benchmark: broad 500-company total return index. Category: Flexi Cap. Source: industry data and internal calculation, as of 28 Feb 2026. Past performance does not indicate future returns.

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Illustrative value

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Benchmark

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Used only for illustration. It is not a prediction or an assurance of return.

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What changes the outcome

06 — What the fund invests in

Portfolio composition

Sector allocation % to net assets · 28 Feb 2026

Market capitalisation

Large cap48%

Mid cap29%

Small cap23%

Concentration

Top 10 holdings account for 38% of the portfolio across 26 holdings. A concentrated position increases the effect of any single company on the fund's value.

07 — Risk, cost, tax and exit

What affects what you keep

Documents by investor need

Grouped by what you are trying to do, not by regulatory category.

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A passive fund follows an index instead of selecting stocks. Choose the market exposure first, then the vehicle that delivers it, then check how closely the fund tracks.

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06 — Passive fund explorer

Compare on tracking, not on returns alone

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Tracking error is the standard deviation of daily differences between fund and index returns over one year. Tracking difference is the plain gap in return over the period. A lower figure means the fund followed its index more closely.

08 — Build with passive funds

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One master template · four propositions

SIP solution

How it differs from a regular SIP

Condition to know upfront

03 — How it works

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Monthly instalment{{ spAmountLabel }}

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The instalment rises on each anniversary. Your mandate limit must cover the highest instalment.

Schemes in the mandate{{ spSchemes }}

One instruction, one mandate, split equally across the schemes you select.

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Withdrawals are made by redeeming units. They come from both the amount you invested and any appreciation, so the remaining corpus reduces.

Three stages

06 — Benefits

06 — Important considerations

07 — Compare SIP solutions

Which pattern matches your situation

Criterion

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09 — Setup journey

Seven steps to a registered mandate

Documents, terms and the cancellation process are linked at each step rather than collected at the end.

Key terms summary · PDF Full terms and conditions · PDF Application form · PDF Eligible scheme list · XLSX

Language used on this page

This facility does not provide guaranteed, assured or passive income. Withdrawals are made by redeeming units, and include both capital and any appreciation. The remaining corpus stays invested in a market-linked scheme and can rise or fall. Terms of the underlying SIP and withdrawal facility apply.

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05 — Illustrative example

Illustration only

These figures use the assumptions shown above. Actual returns may be higher or lower and will vary with market performance. You can continue into the calculator with these values and change them.

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SIP Calculator

Estimate how a monthly investment may grow over time using an illustrative return assumption.

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Illustrative return assumption

This return is used only for illustration and is not a prediction or assurance.

Actual returns may be higher or lower and will vary with market performance.

Contribution vs growth

Contribution {{ splitInvested }}Growth {{ splitGains }}

Scenario comparison

One change at a time, against your current plan

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Monthly

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13 — Visualisation

See your investment journey grow

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Contribution Estimated growth Constant return compounded monthly · end-of-month contribution · figures rounded

Result insights

What moves the number most

Decision receipt

Take the whole calculation with you

A downloadable summary containing your inputs, the assumptions used, the result, the fund category considered, the key risks and the date of the calculation. Shareable by email or WhatsApp, and usable in a conversation with a distributor or an expert.

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Assumptions used

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03 — Suggested allocation range

Shown as an educational range rather than a single precise split.

04 — Potentially relevant categories

Why each one appears in your plan

Why it appears

Role

Key risk

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Gender is not collected. It does not change the output of this plan.

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