Flexi Cap, Midcap Or Smallcap? Dinshaw Irani On Mutual Fund Strategy

With flexi-cap funds losing some of their earlier investor preference while mid and small-cap inflows remain strong, investors are reassessing where to allocate fresh money. Dinshaw Irani, CEO, Helios Capital, explains how mutual fund choices should depend on an investor’s risk appetite and return expectations. He discusses balanced advantage funds for relatively risk-averse investors and actively managed flexi-cap funds for those seeking equity exposure. For investors willing to take higher risk, he sees potential in mid and small caps, where he expects greater scope for alpha generation compared with large caps over the longer term.