Flexi Cap Mutual Fund

About

A Flexi-Cap Mutual Fund is an open-ended equity-oriented scheme that offers the flexibility to invest across large-cap, mid-cap, and small-cap segments. Unlike multi-cap funds, it has no fixed allocation ratios.

Fund Type

Equity

Key Features

Unrestricted ability to invest across all market cap segments.

Diversification Reduces exposure concentration across a single cap or sector.

Balanced Growth Potential Gains stability from large-cap and upside potential from mid/small-cap.

Adaptive to Market Cycles Resilient during volatility and opportunistic during expansions.

Taxation

STCG

Holding Period ≤ 12 months, 20% Tax on Gain

LTCG

Holding Period > 12 months, 12.5% Tax on Gain

Dividends Tax

As Per Income tax slab rates, TDS of 10% may be deducted by the fund house if dividend income exceeds ₹5,000 in a financial year.

Exemption Limit

1.25 Lakh on LTCG in financial year

Indexation

No Indexation

Allocation

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Equity related

65%

Other

35%

Locked in Period

Nill

Exit Load

An exit load of 0% – 2% is generally applicable if units are redeemed within 12 months. However, the exact structure may vary based on the specific scheme

Risk Associated

Find the funds

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully before investing. Past performance is not indicative of future performance.