1 week ago
Flexi-Cap Funds Show Wide Differences in Large-Cap Allocation
Flexi-cap funds can invest in companies of different sizes.
These sizes are called large-cap, mid-cap, and small-cap stocks.
The rules require these funds to keep at least 65% of their money in stocks or similar investments.
However, fund managers can choose how much to place in each company-size group.
Parag Parikh Flexi Cap Fund had the highest large-cap share among the funds studied, at 91.14%.
Motilal Oswal Flexi Cap Fund had the lowest, at 37.79%.
The average large-cap share for the category was 58.41%.
This information can help investors compare funds and avoid having too much of the same kind of investment.
Flexi-cap funds must invest at least 65% of assets in equity and equity-related instruments, but can vary their market-cap mix.
The category’s average allocation to large-cap stocks was 58.41%, according to Value Research data dated 31 July 2026.
Parag Parikh Flexi Cap Fund had the highest large-cap allocation among the 10 funds considered, at 91.14%.
Motilal Oswal Flexi Cap Fund had the lowest large-cap allocation at 37.79%, followed by ABSL Flexi Cap Fund at 56.61%.
Large-cap allocation can help investors compare fund positioning and assess potential overlap with existing large-cap holdings.
- Who
- Flexi-cap mutual funds, their fund managers, and investors comparing them.
- What
- Value Research data shows wide differences in large-cap stock allocations among the 10 flexi-cap funds considered.
- Where
- The Indian mutual fund market, under Securities and Exchange Board of India rules.
- When
- Data as of 31 July 2026.
- Why
- To show how flexi-cap funds can differ in portfolio positioning and to help investors assess diversification and overlap with large-cap funds.
Key facts
- Category average
- Flexi-cap funds had an average 58.41% allocation to large-cap stocks.
- Highest allocation
- Parag Parikh Flexi Cap Fund allocated 91.14% to large-cap stocks.
- Other high allocations
- Franklin India Flexi Cap Fund allocated 76.87%, while HDFC Flexi Cap Fund allocated 75.69%.
- Lowest allocation
- Motilal Oswal Flexi Cap Fund allocated 37.79% to large-cap stocks.
- Other low allocations
- ABSL Flexi Cap Fund allocated 56.61%, and UTI Flexi Cap Fund allocated 60.18%.
- Regulatory minimum
- Securities and Exchange Board of India rules require flexi-cap funds to invest at least 65% of assets in equity and equity-related instruments.
- Data source
- Value Research; direct plans; data dated 31 July 2026.
Sources
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