Archive · 3 Oct 2025
Helios MF Head Explains Flexi-Cap Funds Growth Strategies
Flexi-cap mutual funds can invest in different sizes of companies: big, medium, and small.
Deviprasad Nair from Helios Capital says that they change how much they invest in each type of company based on what's happening in the market.
For example, if medium-sized company stocks become expensive, they may invest more in larger companies.
This helps investors make money in different market conditions.
True flexi-cap funds also invest in smaller companies, not just the biggest ones.
Nair suggests that this gives the funds the potential to generate significant returns.
Rebalancing is also crucial in this investing strategy.
The strength of flexi-cap funds lies in using the full breadth of the market while making disciplined, research-driven shifts
Flexi-cap funds invest across large-, mid-, and small-cap stocks, adjusting allocations based on market conditions.
SEBI requires flexi-cap funds to have a minimum of 65% in equities.
Many flexi-cap funds primarily hold large-cap stocks.
True flexi-cap investing involves meaningful allocations to mid- and small-cap stocks.
Rebalancing in flexi-cap funds is driven by market dynamics rather than fixed timelines.
- Who
- Deviprasad Nair, Head of Mutual Fund at Helios Capital
- What
- Explains how flexi-cap funds can deliver growth across market cycles
- When
- N/A
- Where
- India
- Why
- To provide investors with insights into flexi-cap fund strategies.
- Fund Type
- Flexi-Cap
- Minimum Equity Allocation
- 65%
- Rebalancing Strategy
- Market-driven