Top 5 Flexi Cap Mutual Funds for 2026-2027 | Best Mutual Funds to Invest In
CFP Puneet Nagpal
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Top 5 Flexi Cap Mutual Funds for 2026-2027 | Best Mutual Funds to Invest In
21 858 просмотров · 2 мес. назад
CFP Puneet Nagpal
39,2 тыс. подписчиков
21 858 просмотров · 2 мес. назад
Welcome back to the channel! In today's video, we understand the world of Flexi Cap Mutual Funds to find the top 5 best picks for your portfolio in 2026-2027.
Flexi Cap funds offer the ultimate flexibility by allowing fund managers to invest across large-cap, mid-cap, and small-cap stocks without any strict restrictions. We analyse the entire category and filter out funds based on AUM (Assets Under Management), track record, and performance against their benchmark indices.
We then evaluate the remaining top contenders using advanced metrics, including:
Rolling Returns: For performance consistency.
Expense Ratio: The cost of managing your money.
Standard Deviation: To measure market risk and volatility.
Sharpe Ratio & Alpha: To evaluate risk-adjusted returns and benchmark outperformance.
Up/Down Market Capture Ratios: How the fund behaves in bull and bear markets.
Whether you are an aggressive investor looking for high growth or a conservative investor seeking stability, this video will help you choose the right Flexi Cap fund for your portfolio!
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Timestamps:
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00:00 - Introduction to Flexi Cap Mutual Funds
01:06 - Initial List & AUM Filter (Removing Small/New Funds)
02:48 - Return vs Benchmark Filter (Removing Underperformers)
05:08 - Key Metrics Explained (Rolling Returns, Alpha, Sharpe Ratio, etc.)
07:30 - The Ranking & Point System Explained
07:52 - Analysing the Funds Metric by Metric
12:10 - Final Scores: The Top 5 Flexi Cap Funds Revealed
12:57 - Which Fund Should You Choose? (Aggressive vs Conservative)
13:51 - Conclusion & How to Invest
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Hello Friends, My name is Puneet Nagpal. I am a Certified Financial Planner by Profession and I am in Financial Industry since 2005.
In this YouTube Channel, we provide financial literacy through easy to understand knowledge.
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