Nippon India Flexi Cap Fund is an open-ended dynamic equity scheme, which will invest across large, mid and small-cap companies.
| Good to know
Flexi-cap fund |
Investment objective
As the economic revival gains pace, the markets are witnessing a broader rally. This trend is expected to continue as the rebound in corporate earnings, high liquidity and low interest rates fuel market optimism. To take advantage of this economic recovery, Nippon India Mutual Fund has launched a flexi-cap scheme, which will have a combination of large, mid and small-cap stocks.
The fund will create a portfolio by blending stocks that provide growth and stability. Nippon India Flexi Cap Fund will attempt to generate alpha through a bottom-up stock selection process and play the high growth themes. At the same time, it will maintain exposure to well-established companies for stability.
This flexibility or “go anywhere approach” in terms of asset allocation is expected to deliver better return across market cycles. The scheme is suitable for investors with a long-term horizon.
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Asset allocation
| Instrument | Allocation (% of total assets) | Risk profile | |
| Minimum | Maximum | ||
| Equity and equity-related instruments | 65 | 100 | Medium to high |
| Debt and money market instruments | 0 | 35 | Low to medium |
Scheme details
| Name | Nippon India Flexi Cap Fund |
| Type | An open-ended dynamic equity scheme investing across large, mid and small-cap stocks. |
| Category | Equity |
| Expense ratio | Up to 2.25% |
| Benchmark | Nifty 500 TRI |
| Load structure | Entry: Nil Exit: Before 12 months: 1% After 12 months: Nil |
| Fund manager |
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| Options | Growth and income distribution-cum-capital withdrawal plan |
| Minimum application amount (during NFO) | ₹500 and in multiples of ₹1 thereafter |
| Additional application amount | ₹100 and in multiples of ₹1 thereafter |
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| This product is suitable for investors who are seeking*: | Riskometer |
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*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.
Note: The above information has been sourced from the Scheme Information Document provided by Nippon Life India Asset Management Limited. To read the entire document, click here.
Disclaimer
RKSV Securities India Private Limited (ARN/Distributor - 107930; brand name Upstox) is the distributor of the mutual fund. Please consult your investment advisor before investing.
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
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