2 Flexi Cap Funds That Crisil Has Given “5-star” Ratings

Flexi Cap Funds are a good way to go about investing as the combination of investing across stocks with different market capitalizations allows the fund manager some degree of comfort to generate superior returns. In fact, Flexi Cap Funds have become exceedingly popular these days with investors as well. Here are 2 flexi cap funds, where CRISIL has accorded a 5-star or a "No 1" ratings.

HDFC Flexi Cap Fund - Growth, Direct: Rated No 1 By Crisil

This fund with a net asset value of Rs 1127.291 has been accorded the top rating by CRISIL, This scheme has large assets under management of nearly 31,625 crores. The fund has largely invested across the market capitalizations with major holdings in ICICI Bank, HDFC Bank, Infosys, State Bank of India and HCL Technologies etc. Largecap investments form 70% of the holdings of the HDFC Flexi Cap Fund - Growth, Direct. The 3-year annualized returns from the fund is 26.32%, while the 5-year annualized returns from the fund is 13.42%. If you do not have an appetite for risk, it is better to stay away from mutual funds and their schemes.

JM Flexi Cap Fund, Direct Growth: Well rated by CRISIL

JM Flexi Cap Fund has invested 46.04% in Large Cap stocks, 16.08% is in Mid Cap stocks and 11.17% in Small Cap stocks. The Fund has been rated No 1 by Crisil in the flexi-cap category. The annualized returns of the fund over the last 10-years has been 15.49%, which is very good. The 5-year annualized returns of the fund has been 13.14%. Among the top holdings of JM Flexi Cap Fund, Direct Growth are names like Larsen & Toubro, HDFC Bank, Ultratech Cement, Reliance Industries, Infosys etc. Please be informed that these are Crisil ratings and we have not done any analysis of the fund. The direct growth plan of JM Flexi Cap Fund is Rs 54.70, in case you want to invest in the units.

Disclaimer

Please be informed that this article is for information only and is not a recommendation to invest. We have just highlighted certain facts only. Mutual fund investments are subject to various risks and hence investors should be cautious. Please consult a professional advisor before you take any decision.