How much can flexi cap funds fall? Historical data reveals worst-case scenarios for investors
Flexi cap mutual funds are often recommended as an all-weather equity investment because they can invest across large-, mid- and small-cap stocks. While this flexibility allows fund managers to capture opportunities across market segments, it does not shield investors from sharp market declines.
A latest analysis by Value Research of the best and worst one-year rolling returns of flexi cap funds shows that investors should be prepared for significant short-term volatility.