Flexi-Cap Funds: How Much Does the Fund Manager’s Strategy Really Matter?

Flexi-cap funds give fund managers the flexibility to move across large, mid and small caps based on their market view. Sharad Tandon, Founder, Invest At Ease, explains why investors should look beyond a fund’s name and examine its actual portfolio allocation, fund manager strategy and track record. He highlights how some flexi-cap funds maintain a larger allocation to mid and small caps, while others remain heavily tilted towards large caps. The discussion explores how these differences can influence performance across market cycles and why understanding a fund’s strategy is important when selecting a flexi-cap investment. Like, Share, and Subscribe to our channel Business Today.