Goal-Based Investing with Flexi Cap Fund: From Retirement to a Dream Vacation

A flexi cap fund is an equity-oriented mutual fund scheme that invests across companies of all market capitalization i.e., large-cap, mid-cap, and small-cap companies. There are no fixed allocation percentage limits. The fund manager may move the allocation between these segments depending on where they find better growth potential or relatively lower volatility at a given time.

As per SEBI guidelines, a flexi cap mutual fund must invest at 65% of its total assets in equities & equity related instruments.  The remaining portion may be placed in other assets classes, such as debt, InvITs, etc, if needed.

Flexi cap funds  aim to balance  relative risk and long-term growth potential, which makes them a versatile investment option. That’s why Investors may consider flexi cap funds for their goal-based investing, 

Want to learn how? This article explains why flexi-cap funds may help goal-based investing and help to achieve your financial goals. Lastly, you will know about the Tata Flexi Cap Fund and some of its key features.