3 articles
Flexi cap funds give fund managers complete freedom to invest across large, mid, and small cap stocks — no fixed allocation mandated. Introduced by SEBI in 2020, they have become one of the most popular equity fund categories in India.
Kotak Flexicap Fund review 2026 evaluates its Direct Plan TER of 0.62% against category peers, analyzing risk-adjusted returns and portfolio concentration for sophisticated investors. We dissect its performance, expense structure, and suitability based on SEBI categorization guidelines.
Multi cap funds must allocate ≥25% each to large, mid, & small caps, per SEBI 2026 mandate. Flexi cap funds have no such allocation floor. This changes risk & portfolio fit.