Jio BlackRock, Abakkus, Capitalmind, Wealth Company, Unifi: How 5 new flexi-cap funds are performing

As many as five equity flexi-cap schemes have been launched by new mutual fund houses since last year. These include offerings from Jio BlackRock, Capitalmind, The Wealth Company, Abakus and Unifi.

While these schemes were introduced on the back of the growing popularity of flexi-cap funds that delivered attractive returns in previous years, they have not been very fortunate, as markets have not been very kind over the past year. This article examines how these schemes have performed since launch.

Please note this exercise is for educational and informational purposes only. Three or 6 months, or even 1-2 years, are very short durations to judge an equity mutual fund scheme, including flexi-cap funds as their performance can vary over market cycles.

Abakkus Flexi Cap Fund

Launched on 29 December 2025, this scheme's assets under management (AUM) reached ₹4613 crore by May 31, 2026.

As of June 12, the scheme's regular plan has delivered 9% returns in 3 months and 4.8% since inception.

The Abakkus Flexi Cap Fund has allocated 30% towards small-cap stocks, 19.42% towards mid-cap companies and 39.97% towards large caps.

As of June 12, 2026, the scheme ranked second among 45 schemes in terms of the past three-month performance.

Capitalmind Flexi Cap Fund

Launched on 4 August 2025, this scheme's AUM reached ₹413 crore by May 31, 2026.

As of June 12, the scheme's regular plan has delivered -2.11% returns in 3 months, -3.8% in six months and -3.31% since inception.

The Capitalmind Flexi Cap Fund has allocated 22.17% towards small-cap stocks, 28.99% towards mid-cap companies and 36.42% towards large caps.

As of June 12, 2026, the scheme ranked 45 among 45 flexicap schemes in terms of past three-month performance.

Jio BlackRock Flexi Cap Fund

Launched on 13 October 2025, this scheme's AUM reached ₹3093 crore by May 31, 2026.

As of June 12, the scheme's regular plan has delivered 1.74% returns in 3 months, -5.26% in six months and -3.65% since inception.

The Jio BlackRock Flexi Cap Fund has allocated 19.88% towards small-cap stocks, 13.37% towards mid-cap companies, and 62.83% towards large caps.

As of June 12, 2026, the scheme ranked 37 among 45 flexicap schemes in terms of past three month performance.

The Wealth Company Flexi Cap Fund

Launched on 14 October 2025, this scheme's AUM reached ₹231 crore by May 31, 2026.

As of June 12, the scheme's regular plan has delivered 4.51% returns in 3 months, -3.82% in six months, and -2.59% since inception.

The Wealth Company Flexi Cap Fund has allocated 20.04% towards small-cap stocks, 16.56% towards mid-cap companies, and 56.75% towards large caps.

As of June 12, 2026, the scheme ranked 22 among 45 flexicap schemes in terms of past three-month performance.

Unifi Flexi Cap Fund

Launched on 06 June 2025, this scheme's AUM reached ₹194.23 crore by May 31, 2026.

As of June 12, the scheme's regular plan has delivered 5.79% returns in 3 months, -1.50% in six months and 0.66% in one year. The scheme has delivered 1.21% since inception.

The Unifi Flexi Cap Fund has allocated 32.19% towards small-cap stocks, 8.76% towards mid-cap companies, and 54.86% towards large caps.

As of June 12, 2026, the scheme ranked 14 among 45 flexicap schemes in terms of past three-month performance.