Flexi Cap Funds
                     Flexi Cap Funds
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What is a Flexi Cap Fund?
● A Flexi Cap Fund is an equity mutual fund that invests across 
companies of all sizes—whether they’re large, stable giants or 
fast-growing small enterprises. Unlike funds restricted to a 
specific segment (like large-cap or mid-cap), a Flexi Cap Fund 
adjusts its strategy depending on market trends.
● This flexibility helps fund managers grab opportunities where 
they see the most growth potential—making them ideal for long-
term wealth creation, especially in volatile markets.
● As per SEBI rules, Flexi Cap Funds must invest at least 65% of 
their assets in equity and equity-related instruments.
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Key Features of Flexi Cap Funds
● Diversification: Invests in a wide range of companies—large, mid, 
and small—reducing concentration risk.
● Fund Manager Flexibility: Managers can move money across market 
caps based on real-time conditions. No rigid allocation rules.
● Actively Managed: Performance depends on the fund manager’s 
insights, strategy, and market timing.
● Equity-Oriented: With a mandatory 65% in equities, these funds are 
designed for long-term capital appreciation.
● Can Include Fixed Income: Up to 35% of the portfolio can be in debt 
instruments or other stable options, offering a balance during 
uncertain times.
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Is Flexi Cap Fund Right for You?
Flexi Cap Funds can be a smart pick for:
● First-time investors looking for diversified exposure
● Those unsure about which market cap to focus on
● Investors seeking long-term growth with some flexibility
● Anyone wanting professional fund management without 
micromanaging
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Tax Implications
Taxation for Flexi Cap Funds follows standard equity fund rules:
● Short-Term Capital Gains (STCG): 15% if sold within 1 year
● Long-Term Capital Gains (LTCG): Tax-free up to ₹1 lakh/year. 
After that, taxed at 10%
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Disclaimer
Investment in securities market are subject to market risks, read all the related 
documents carefully before investing. The securities quoted are for illustrative 
purposes and are not intended as recommendations. Brokerage will not exceed the 
SEBI prescribed limit. Navia Markets Ltd ,SEBI Registration No.INZ000095034-NSE 
Member code for CM, FAO & CD: 07708 - BSE Clearing No. for CM, FAO & CD: 6341-
MCX Member ID: 45345 NSDL DP ID: IN300378-CDSL DP ID: 12086500-SEBI 
Registration No. for DP: IN-DP-311-2017-GST Registration number :
33AAACM4739R2ZZ-Registered office: Ganga Griha, 4th & 5th Floor, No.9, 
Nungambakkam High Road, Chennai - 600 034 Email ID: [email protected] - Contact No: 
+91 70100 75500 https://bit.ly/naviadisclaimer
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