Flexi Cap Funds

^An open ended dynamic equity scheme investing across large cap, mid cap & small cap stocks.

What are Flexi Cap Funds?

• Flexi Cap Funds are open-ended dynamic equity schemes investing across large cap, mid cap, small cap stocks. These Funds have the flexibility to benefit from opportunities across market.      
   

Benefits of investing in Flexi Cap Fund:

• Flexibility to adjust Market Cap allocation

• Managed by experts with experience across market cycles

• Flexible approach helps mitigate risk over the long term

Why should you consider investing in Equity Schemes?

Equities have outperformed other asset classes over the long term, despite the volatility in the short term. It has also beaten inflation by the highest margin over other asset classes.

Source: Bloomberg, RBI Handbook of statistics on Indian Economy, World Gold Council - Average , SBI      
#Average Inflation is shown for comparison with returns from various asset classes.      
*Data is of CAGR returns of various asset classes (Equity, Gold, Bank FD) for the period March 31, 1980 till September 30, 2025, Average Inflation - Data as on  August 31, 2025, Average Month end gold price as on 30th September 2025.      
Equities are a volatile asset class. However, volatility in returns reduces as holding period increases.      
Above asset classes are not strictly comparable. Above chart is for illustration purposes only. Past performance may or may not be sustained in the future.

Why should one invest in Flexi Cap Funds?

• These Funds allow you to get exposure to various market segments and have the potential to grow your wealth by owning a well-diversified portfolio.

• It can also help you beat inflation and earn positive real returns over the long-term.

• Flexi Cap Funds can form part of your core portfolio.

Investors should consult with their financial/tax advisors if Flexi Cap Funds are suitable for their investment needs.