Last Updated:
Kotak Flexicap Fund has delivered a 14.26% return, outperforming the Nifty (which has given nearly 11% return over six months).
In a flexicap fund, fund managers target select sectors based on growth potential and valuations over the medium to long term.
Flexicap is a popular category among diversified equity mutual funds, offering fund managers the freedom to invest across large-cap, mid-cap, and small-cap stocks without any fixed allocation constraints. This flexibility enables them to dynamically adjust portfolios based on evolving market trends and opportunities. By blending the relative stability of large-cap companies with the higher growth potential of mid and small-cap firms, flexicap funds aim to generate long-term wealth. Their adaptive investment strategy and broad diversification make them a preferred choice for investors seeking equity exposure across market cycles.
Kotak Flexicap Fund
Kotak Flexicap Fund has delivered impressive returns across both short-term and long-term horizons, driven by an unwavering focus on portfolio quality. In the past six months, the fund has delivered a 14.26% return, outperforming the Nifty (which has given nearly 11% return over six months). This is an alpha of 3.26%. It has also outperformed its peers on a six-month basis.
The fund has given 16.4% and 20.70% returns on a 3-year annualised and 5-year annualised basis, respectively.
For investors seeking to optimise returns by rotating across market capitalisations, the Kotak Flexicap Fund has provided impressive returns.
The fund has consistently demonstrated strong long-term performance, generating alpha more than 85% of the time on the basis of rolling returns. The fund outperformed its benchmark 88% of the time over 10-year periods, and an impressive 100% of the time over both 12-year and 15-year horizons.
Flexicap Funds: Understanding The Style Of Investing
In a flexicap fund, fund managers target select sectors based on growth potential and valuations over the medium to long term. The portfolio emphasises on financially strong companies, reputable management team, businesses resilient to economic cycles, brands with long-term value, and stocks with healthy market liquidity.
This approach ensures the fund remains balanced, forward-looking, and resilient — much like a seasoned batsman reading the pitch before every match.
Other Flexicap Funds
Parag Parikh Flexi Cap Fund is also one of the most popular funds. It has generated strong wealth for investors over the long term. The fund has provided 20.95% return on a 3-year annualised basis, and 23.8% return on a 5-year annualised basis. In the past six months, the Parag Parikh Flexi Cap Fund has delivered 10.39%, which is similar to the Nifty returns.
JM Flexicap is also one of the most popular mutual funds in India. On a three-year and five-year basis, the fund has provided 22.7% and 27.1% returns, respectively. On a six-month basis, it has delivered 11.19%.
Disclaimer: The views and investment tips shared in this article are for general information purposes only. Readers are advised to consult a certified financial advisor before making any investment decisions.
Haris is Deputy News Editor (Business) at news18.com. He writes on various issues related to personal finance, markets, economy and companies. Having over a decade of experience in financial journalism, Haris h…Read More
Haris is Deputy News Editor (Business) at news18.com. He writes on various issues related to personal finance, markets, economy and companies. Having over a decade of experience in financial journalism, Haris h… Read More
September 10, 2025, 11:20 IST
Read More
