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Flexicap
Flexicap

Flexicap

  • Money Grow Asset Private Ltd
  • Multi Cap AND Flexi Cap
  • 71
    Out of 199*
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PMS Bazaar
Portfolio age3 years, 7 months
1.12%
-1.14%
Hurdle Rate**10.00%
Fixed fee2.00%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/08/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

No data found

FUND SUMMARY

AUM (₹ Cr)
118.70
(As on Aug, 2026)
Inception Date
Apr 11, 2023
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
No Option
Hurdle Rate
10.00%
Profit Sharing
20% Performance above Hurdle 10%
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INVESTMENT PHILOSOPHY

Objective

Aim to invest in fundamentally strong growth-oriented companies based across the market caps for long term wealth generation

Investment Approach

Mix of top-down and bottom-up strategy and stocks will be selected basis various factors like fundamentals, valuations, growth, etc.

Calculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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PEER ANALYSIS

  • table
  • Grid
Compare
Flexicap
AUM (₹ Cr)
₹118.70 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
196 Out of 286
Fixed Fee
2.00%
Scheme Return
1.12%
Benchmark Return
-1.14%
Quant Strategy
AUM (₹ Cr)
₹6.63 Cr
Hurdle Rate
6.00%
Benchmark
BSE 500 TRI
Category Rank
1 Out of 286
Fixed Fee
1.75%
Scheme Return
14.73%
Benchmark Return
-0.09%
Momentum 20 Pms Fund
AUM (₹ Cr)
₹7.54 Cr
Hurdle Rate
No Option
Benchmark
BSE 500 TRI
Category Rank
2 Out of 286
Fixed Fee
2.00%
Scheme Return
14.46%
Benchmark Return
-0.09%
Jainam Value Maxima
AUM (₹ Cr)
₹0.62 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 286
Fixed Fee
2.50%
Scheme Return
12.3%
Benchmark Return
-1.2%
Accelt Long Term Equity Fund
AUM (₹ Cr)
₹14.03 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category Rank
4 Out of 286
Fixed Fee
No Option
Scheme Return
11.32%
Benchmark Return
-0.09%
BB Money Plant
AUM (₹ Cr)
₹33.29 Cr
Hurdle Rate
8.00%
Benchmark
BSE 500 TRI
Category Rank
5 Out of 286
Fixed Fee
2.50%
Scheme Return
11.15%
Benchmark Return
-0.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Money Grow Asset Private Ltd
Money Grow Asset Private Ltd manages assets worth Rs 543.57 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap, 1 Multi Asset and 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

543.57 (As on Aug, 2026)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Small Midcap
AUM (₹ Cr)
₹169.18 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Small AND Mid Cap
Category Rank
6 Out of 64
Fixed Fee
2.00%
Scheme Return
7.59%
Benchmark Return
-1.14%
Bespoke
AUM (₹ Cr)
₹140.79 Cr
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
2 Out of 37
Fixed Fee
2.00%
Scheme Return
4.54%
Benchmark Return
0.17%
Blend
AUM (₹ Cr)
₹3.73 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
98 Out of 286
Fixed Fee
2.00%
Scheme Return
3.9%
Benchmark Return
-1.14%
Flexicap
AUM (₹ Cr)
₹118.70 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
196 Out of 286
Fixed Fee
2.00%
Scheme Return
1.12%
Benchmark Return
-1.14%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Flexicap?
The hurdle rate of Flexicap is 10.00%.
What is the fixed fee charged in Flexicap ?
The fixed fee charged in Flexicap is 2.00%.
What is the variable fee charged in Flexicap ?
There is no option for Variable fee.
What is the profit sharing in Flexicap ?
The profit sharing in Flexicap is 20% Performance above Hurdle 10%.
What is the minimum investment in Flexicap ?
The minimum investment in Flexicap is ₹50 Lacs
What type of scheme is Flexicap?
Flexicap is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Flexicap?
The inception date of Flexicap is Apr 11, 2023.
What is the exit load of Flexicap?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

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