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Flexi-cap funds: a worthy category in every long-term portfolio

by Nidhi Rungta

In her column for Dalal Street Investment Journal, our founder Nidhi Rungta explains flexi-cap funds.

SEBI created the category after new rules required multi-cap funds to hold at least 25% each in large, mid and small caps. Flexi-cap funds can instead invest across market capitalisations without such limits. She explains how fund managers use that freedom to move between segments as markets change, and why the category deserves a place in long-term portfolios.

Dalal Street Investment Journal, 17 June 2021: "Flexicap Fund: A Worthy Category In Every Long-Term Portfolio" by Nidhi Rungta
Dalal Street Investment Journal, 17 June 2021

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