Model compounding returns on all-cap equity portfolios that dynamically adjust between large, mid, and small companies.
Dynamic equity fund with the flexibility to invest across large, mid, and small cap companies according to market opportunities.
₹6,00,000
₹7,10,457
₹13,10,457
Year-by-year accumulation showing total principal invested and returns generated.
| Year | Invested Amount | Estimated Returns | Total Value |
|---|---|---|---|
| Year 1 | ₹60,000 | +₹4,750 | ₹64,750 |
| Year 2 | ₹1,20,000 | +₹19,171 | ₹1,39,171 |
| Year 3 | ₹1,80,000 | +₹44,705 | ₹2,24,705 |
| Year 4 | ₹2,40,000 | +₹83,014 | ₹3,23,014 |
| Year 5 | ₹3,00,000 | +₹1,36,004 | ₹4,36,004 |
| Year 6 | ₹3,60,000 | +₹2,05,868 | ₹5,65,868 |
| Year 7 | ₹4,20,000 | +₹2,95,126 | ₹7,15,126 |
| Year 8 | ₹4,80,000 | +₹4,06,675 | ₹8,86,675 |
| Year 9 | ₹5,40,000 | +₹5,43,843 | ₹10,83,843 |
| Year 10 | ₹6,00,000 | +₹7,10,457 | ₹13,10,457 |
When mid and small caps appear overvalued, a Flexicap fund manager can rotate capital safely into defensive large caps. When market corrections create bargains in smaller companies, they can aggressively expand exposure to accelerate returns.
Under SEBI guidelines, a Flexicap scheme must invest at least 65% in equity securities, but has zero restrictions on market capitalization limits. The fund manager can freely shift between large, mid, and small-cap stocks depending on where valuations are most attractive.