scorecardresearchMulti-cap funds shine brighter than their flexi-caps, report says

Multi-cap funds shine brighter than their flexi-caps, report says

Updated: 23 May 2022, 12:02 PM IST
TL;DR.
With new allocation rules put in place by SEBI, multi-cap funds have outperformed flexi-cap funds,
According to SEBI's circular dated September 11, 2020, multi-cap schemes must have a minimum 25 per cent allocation of their portfolio in large-cap, mid-cap and small-cap companies. In the past year, mid-caps and small-caps have outperformed large-caps.

According to SEBI's circular dated September 11, 2020, multi-cap schemes must have a minimum 25 per cent allocation of their portfolio in large-cap, mid-cap and small-cap companies. In the past year, mid-caps and small-caps have outperformed large-caps.