The All-in-One Equity Fund

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Top companies keep on changing

Top 5 companies by Market-cap in the Nifty 50 index. The top companies of today are very different from the top companies, even a few years back.

June 2002 June 2012 June 2022
Hindustan Unilever TCS Reliance
Reliance Industries ONGC TCS
Infosys Reliance HDFC Bank
ITC Coal India Infosys
SBI ITC HUL

Source: www.nseindices.com. The name of the companies is for illustration purposes only and not a recommendation for investment.

Just like the seasons, equity markets too keep changing and need us to adapt. Flexi-cap category of Mutual Funds helps us to do just that.

What is Flexi-cap Mutual Fund?

Flexi-cap Funds invest in companies across market caps viz. Large Cap, Mid Cap and Small Cap. The fund managers have the ability to dynamically allocate the portfolio depending on the prevailing market conditions, valuations, future growth prospects, etc.

Benefits of Investing in Flexi-cap Fund

Agility:

No market cap limits allow the Flexi cap fund at any given time to dynamically take positions across large/ mid or small cap stocks

Diversification:

One equity fund that invests in different market segments. Large caps tend to reduce volatility whereas mid and small caps may come with higher growth potential

Managing Risks:

A diversified portfolio helps in reducing risks solely associated with investing solely with large / mid and small caps and hence it is a good starting point for someone who is new to investing

All Seasons Fund:

Given the dynamic nature of the fund, it may adapt and thrive in different market cycles

Who Should Invest in Flexi-cap funds?

New Investors:

New investors looking for exposure across market caps through one fund

Long Term Wealth Creation:

An all-seasons fund which seems to easily adapt to different market cycles, making it a good option for long term wealth creation

Investors looking for diversification:

This fund takes exposure to large, mid and small caps thereby diversifying exposure and reducing individual risks

Investors looking for core equity portfolio:

The diversified portfolio with flexibility to evolve according to business, market and economic views. May be used as a core equity portfolio for investments.

BARODA BNP PARIBAS FLEXI-CAP FUND NFO Opens from 25th July to 5th August 2022.

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully. The information provided is generic in nature and is for informational purpose only. Please consult your financial advisor before taking any decision.

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