Top 5 Flexi Cap Funds with highest mid and small cap stocks
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Top 5 Flexi Cap Funds with highest mid and small cap stocks
18 441 просмотр · 1 месяц назад
Mutual Funds with Groww
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18 441 просмотр · 1 месяц назад
Top 5 Flexi Cap Funds with highest mid and small cap stocks
Flexi Cap Funds can invest across Large Cap, Mid Cap and Small Cap stocks, but not all Flexi Cap Funds follow the same portfolio strategy. Some have higher allocation towards Mid & Small Cap stocks, while others are more focused on Large Cap companies.
In this video, we compare these two approaches based on 3-year, 5-year and 10-year returns, Standard Deviation, Sharpe Ratio, Sortino Ratio, Upside Capture Ratio and Downside Capture Ratio.
We analyse whether Flexi Cap Funds with higher Mid & Small Cap exposure have delivered better returns, how much additional volatility they have taken, and whether Large Cap-heavy Flexi Cap Funds have offered better downside protection.
The analysis also covers funds including JM Flexi Cap Fund, HSBC Flexi Cap Fund, Motilal Oswal Flexi Cap Fund, Invesco India Flexi Cap Fund, Baroda BNP Paribas Flexi Cap Fund, Parag Parikh Flexi Cap Fund, HDFC Flexi Cap Fund, Kotak Flexi Cap Fund, Canara Robeco Flexi Cap Fund and Franklin Templeton Flexi Cap Fund.
⚠️ This video is for educational purposes only and is not investment advice. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing.
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