Vijay Malik Financial Services
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SBI Mutual Fund
SBI Mutual Fund · Direct · 10+ years of NAV data
Flexi cap funds have the freedom to allocate across large, mid, and small cap companies without any market-cap constraint. SEBI introduced this category in 2020 to give fund managers maximum flexibility to rotate the portfolio as valuations and macroeconomic conditions change. Unlike multi cap funds (which have fixed floor allocations across segments), flexi cap managers can concentrate entirely in large caps during a downturn and rotate aggressively into mid-small during recoveries. This makes flexi cap funds one of the most manager-dependent categories — the skill and track record of the fund manager matters more here than in passively-constrained categories. For investors who want a single equity fund that adapts across market cycles, a high-quality flexi cap fund can serve as a complete equity allocation. Look for managers with long tenure, consistent risk-adjusted returns across multiple cycles, and transparent communication of portfolio positioning rationale.
Risk profile: This fund is classified as VeryHigh risk under SEBI's riskometer. Standard deviation: 14.82%. Maximum drawdown: 35.80%. Past performance is not indicative of future results. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing.