Q: How does the Tata Flexi Cap Fund invest across market capitalisation?

Tata Flexi Cap Fund follows: Dynamic allocation strategy : Invests across large-cap, mid-cap, and small-cap stocks Flexible approach : No fixed allocation limits; portfolio mix changes based on market trends and opportunities Stock selection focus : Seeks companies with growth potential, sustainable business models, and competitive positioning Actively managed : Allocation across segments is adjusted depending on valuations and market outlook

Q: What are the benefits of investing in a Flexi Cap Fund?

Diversification across all market caps Flexibility to shift allocations based on valuation and outlook Focus on potential rather than company size Risk management through exposure across sectors and segments Opportunity to capture growth across various phases of the market cycle

Q: What is the recommended investment horizon for Tata Flexi Cap Fund?

A time horizon of five years or more is recommended. This allows investors to potentially benefit from the funds long-term growth approach and to ride out short-term market fluctuations.

Question 1

What is a Flexi Cap Fund?

Accepted Answer

A Flexi Cap Fund is an open-ended dynamic equity scheme that invests across large-cap, mid-cap, and small-cap stocks. It provides flexibility to the fund manager to adapt the portfolio across market capitalisation based on market opportunities, aiming for long-term capital appreciation.

Question 2

How does the Tata Flexi Cap Fund invest across market capitalisation?

Accepted Answer

Tata Flexi Cap Fund follows:

Dynamic allocation strategy : Invests across large-cap, mid-cap, and small-cap stocks
Flexible approach : No fixed allocation limits; portfolio mix changes based on market trends and opportunities
Stock selection focus : Seeks companies with growth potential, sustainable business models, and competitive positioning
Actively managed : Allocation across segments is adjusted depending on valuations and market outlook

Question 3

What is the difference between a Flexi Cap Fund and a Multi Cap Fund?

Accepted Answer

A Multi Cap Fund must invest a minimum of 25% each in large-cap, mid-cap, and small-cap stocks, as mandated by SEBI. A Flexi Cap Fund, on the other hand, has no such restrictions, allowing the fund manager to allocate across segments depending on the market scenario.

Question 4

Who should consider investing in the Tata Flexi Cap Fund?

Accepted Answer

This fund may be suitable for:Â

Investors seeking diversified market cap exposure
Investors with a high-risk appetite
Investors with a medium-to-long-term investment horizon (5+ years)
Individuals looking for a professionally managed portfolio that adapts to market dynamics

Question 5

What are the benefits of investing in a Flexi Cap Fund?

Accepted Answer

Diversification across all market caps
Flexibility to shift allocations based on valuation and outlook
Focus on potential rather than company size
Risk management through exposure across sectors and segments
Opportunity to capture growth across various phases of the market cycle

Question 6

Is it safe to invest in Flexi Cap Funds?

Accepted Answer

Like all equity investments, Flexi Cap Funds are subject to market risks. However, their diversified approach across market capitalisation may help reduce concentration risk. Investors with a long-term outlook and the ability to tolerate short-term volatility may find it a suitable investment option.

Question 7

How does Tata Flexi Cap Fund manage market volatility?

Accepted Answer

By actively reallocating based on macroeconomic trends and sector potential
Seeks to invest in companies with sound fundamentals and long-term growth potential
Aims to maintain a balanced portfolio across sectors and market capitalisation
Regularly monitors exposure and risk levels to help manage liquidity and overall portfolio stability

Question 8

What is the recommended investment horizon for Tata Flexi Cap Fund?

Accepted Answer

A time horizon of five years or more is recommended. This allows investors to potentially benefit from the funds long-term growth approach and to ride out short-term market fluctuations.

Question 9

Does the fund offer SIP options?

Accepted Answer

Yes. Investors can start a Systematic Investment Plan (SIP) with as little as Rs.100. SIPs help inculcate disciplined investing and average out costs over time.Â
Besides SIP, investors can also choose to invest through a lumpsum investment starting at Rs.5,000, depending on their preference and investment goals.

Question 10

Where can I track the performance and NAV of Tata Flexi Cap Fund?

Accepted Answer

You can view the funds performance, historical NAV, and other details on the Tata Mutual Fund website, AMFI India portal, or through registered mutual fund platforms and investment apps.

Key Measures**	Fund	Benchmark
Standard Deviation	11.49	14.17
Sharp Ratio	0.91	0.8
Portfolio Beta	0.69	NA
R Squared	0.77	NA
Treynor	1.27	NA
Jenson	0.22	NA

Portfolio Macauley Duration
Modified Duration
Average Maturity
YTM*	NA

				Current value of ₹10,000 invested
	Annualized (%)	Nifty 500 TRIBenchmark(%)	Nifty 50 TRIAdditional Benchmark(%)	Annualized (%)	Nifty 500 TRIBenchmark(%)	Nifty 50 TRIAdditional Benchmark(%)
Since Inception	15.36%	14.26%	13.03%	₹26,817	₹25,104	₹23,300
Last 5 Years	19.77%	21.69%	18.88%	₹24,657	₹26,703	₹23,751
Last 3 Years	17.94%	17.10%	14.29%	₹16,426	₹16,078	₹14,946
Last 1 Year	3.33%	-1.63%	0.54%	₹10,333	₹9,837	₹10,054

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