The Portfolio Doctor assesses the health of the fund portfolio, examines the schemes and their suitability with regard to the goals and, if required, recommends corrective measures. The advice given is based on the performance of the funds, the risk profile of the investor as well as his financial goals.
An increasing urge to invest in flexi-cap funds considering the increasing frequency of market volatilities and the resulting economic turmoil that has relegated many large-cap companies to the backfoot while propelling the mid-sized and small-sized companies to lead the stock market from the front.
Flexi-cap funds are the funds that invest across large-cap, mid-cap and small-cap stocks. Investment in these funds allows the investors to diversify their portfolio across companies of different market capitalisation and mitigate risk. Till July 31, 2023, there were 33 flexi-cap funds. As per Association of Mutual Funds in India (AMFI) data for July, flexi-cap funds saw outflows to the tune of Rs 932 crore. Here s a quick comparison between HDFC Flexi Cap and JM Flexi Cap.
Best Flexi Cap Mutual Funds in 10 years (July 2023): Top 10 schemes with 16% to 23% SIP returns financialexpress.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financialexpress.com Daily Mail and Mail on Sunday newspapers.