Angel One Mutual FundFlexi CapVery High Risk

Angel One Mutual Fund Flexi Cap Fund - Direct Plan - Growth

Current NAV₹110.79as of 30/5/2026

AUM1.45 Lac Cr

AUM

1.45 Lac Cr

Expense Ratio

0.72%

Min SIP

₹500

Min Lumpsum

₹1000

Launch Date

2 January 2013

Exit Load

Nil

Riskometer

LowModerateHighVery High

Risk Level: Very High

Volatility: 12.82 | Sharpe Ratio: 0.63

Fund Manager & Key Metrics

Fund ManagerRoshi Jain; Gopal Agrawal(3.8 years yrs)

Volatility12.82

Sharpe Ratio0.63

Portfolio Turnover29%

BenchmarkNifty 500 TRI

Holdings Date25/5/2026

Asset Allocation

Equity: 95.00% | T-Bills: 5.00%

Investment Objective

Aims to provide capital appreciation by investing in Flexi Cap securities

Top Holdings

As of 25-May-2026

1. HDFC Bank Ltd.8.2%

2. ICICI Bank Ltd.6.9%

3. Infosys Ltd.5.5%

4. Reliance Industries Ltd.5.1%

5. Axis Bank Ltd.4.2%

6. Larsen & Toubro Ltd.3.8%

7. Tata Consultancy Services Ltd.3.4%

8. Bharti Airtel Ltd.3.1%

9. Sun Pharmaceutical Industries Ltd.2.8%

10. Kotak Mahindra Bank Ltd.2.5%

Overview

Angel One Mutual Fund Flexi Cap Fund - Direct Plan - Growth – Poora parichay aur strategy

Angel One Mutual Fund Flexi Cap Fund - Direct Plan - Growth ek flexi cap fund hai jo alag-alag market capitalization ke shares mein invest karta hai. Iska main objective hai long-term capital appreciation. Ye fund un investors ke liye suitable hai jo wealth creation ke liye diversified equity exposure dhund rahe hain. Fund manager Roshi Jain aur Gopal Agrawal is fund ko manage karte hain. Is fund ki investment style growth-oriented hai, jismein companies ke growth potential par focus kiya jaata hai. Is fund ki khasiyat ye hai ki ye market ki shifting dynamics ke hisaab se investment allocation ko adjust karta hai, jisse investors ko market ki volatility se bachne mein madad milti hai.

Performance & Analysis

Angel One Mutual Fund Flexi Cap Fund - Direct Plan - Growth yearly return performance

Angel One Mutual Fund Flexi Cap Fund - Direct Plan - Growth ka 1-year return -2.38% hai, jo benchmark Nifty 500 TRI se thoda kam hai. Lekin agar hum 3-year aur 5-year returns dekhein, toh ye fund kaafi achha perform kar raha hai. Iska 3-year CAGR return 14.63% hai aur 5-year return 12.31% hai. Yaha par consistency ki baat karein, toh ye fund market fluctuations ke dauran bhi achhe returns dene ka track record rakhta hai. Fund manager ka experience aur strategy bhi is performance mein achha role play karte hain. Investors ko yeh samajhna hoga ki short-term mein volatility ho sakti hai, lekin long-term mein fund ka potential growth achha hai. Agar aap ek disciplined SIP investor hain, toh is fund ki performance aapko achhi lag sakti hai, kyunki iski long-term returns market ke benchmark se kaafi competitive hain.

⚠️ Disclaimer: Educational only. Mutual funds are subject to market risks. Past performance does not guarantee future returns. Consult your SEBI-registered advisor.

Angel One Mutual Fund Flexi Cap Fund - Direct Plan - Growth ke top holdings aur portfolio

Angel One Mutual Fund Flexi Cap Fund - Direct Plan - Growth ki top 5 holdings mein HDFC Bank Ltd. (8.2%), ICICI Bank Ltd. (6.9%), Infosys Ltd. (5.5%), Reliance Industries Ltd. (5.1%), aur Axis Bank Ltd. (4.2%) shamil hain. In companies ka selection fund ki investment strategy se align karta hai, kyunki yeh sabhi strong fundamentals aur growth potential rakhte hain. Sector allocation ki baat karein, toh fund banking, IT, aur energy sectors mein achha exposure rakhta hai, jo ki current market trends ke liye favourable hai. Is allocation se investor ko diversification ka fayda milta hai, jisse overall portfolio risk kaafi kam hota hai. Fund ki strategy ko samajhte hue, investors ko yeh dekhna hoga ki yeh holdings kaise unke overall investment goals se milti hain. Portfolio ka ye balance potential growth ke saath risk ko bhi manage karta hai.

Angel One Mutual Fund Flexi Cap Fund - Direct Plan - Growth risk analysis and volatility

Angel One Mutual Fund Flexi Cap Fund - Direct Plan - Growth ka riskometer "Very High" hai. Iska matlab hai ki investors ko is fund mein invest karte waqt high volatility aur short-term fluctuations ka samna karna pad sakta hai. Agar hum fund ki volatility ki baat karein, toh market ke fluctuations ke dauran fund ki performance kaafi udavni hoti hai. Isliye, yeh fund un investors ke liye suitable hai jo higher risk tolerance rakhte hain aur long-term investment horizon ka soch rahe hain. Aapne socha hoga, kya yeh fund SIP ke liye sahi hai? Haan, lekin sirf tab jab aap market ki volatility ko samajhte hain aur aapka investment horizon 5 saal ya usse zyada ho. Fund manager ke decision-making process aur portfolio allocation bhi risk ko manage karne mein madadgar hote hain.

Who Should Invest?

Angel One Mutual Fund Flexi Cap Fund - Direct Plan - Growth future outlook for long term investors

Angel One Mutual Fund Flexi Cap Fund - Direct Plan - Growth ka future outlook kaafi promising lagta hai. Historical data ko dekhte hue, fund ne achhe returns diye hain aur sector exposure bhi strong hai. Kuch potential trends jo investors ko dekhne chahiye, unmein digital transformation, financial services, aur renewable energy sectors ki growth shamil hain. Ye sectors historically growth-oriented hain aur aage chal kar investors ko achhe returns de sakte hain. Updated in May 2026, aap dekh sakte hain ki market ka landscape kaise evolve ho raha hai. Ye fund un investors ke liye hai jo long-term capital appreciation ki talash mein hain aur jo market ke trends ko samajhte hain.

Pros & Cons

Angel One Mutual Fund Flexi Cap Fund - Direct Plan - Growth pros and cons for investors

Pros:
- Long-term capital appreciation potential
- Strong fund management team with experience
- Diversified portfolio across sectors
- Flexibility in market cap allocation
Cons:
- Very high risk profile
- Short-term volatility can impact returns
- Lower 1-year return compared to benchmark

Frequently Asked Questions

Angel One Mutual Fund Flexi Cap Fund - Direct Plan - Growth – aksar puche jaane wale sawaal (FAQs)

Angel One Mutual Fund Flexi Cap Fund - Direct Plan - Growth kya hai?

Angel One Mutual Fund Flexi Cap Fund - Direct Plan - Growth ek equity mutual fund hai jo long-term capital appreciation ke liye invest karta hai. Ye fund diversified portfolio ke saath strong growth potential rakhta hai.

SIP karne se kya mujhe is fund ka fayda milega?

Haan, SIP ke zariye aap is fund mein regular investment karke market volatility ka advantage le sakte hain. Ye disciplined approach long-term wealth creation mein madadgar hoti hai.

Angel One Mutual Fund Flexi Cap Fund - Direct Plan - Growth par tax ka kya impact hai?

Is fund se milne wale returns par capital gains tax lagu hota hai. Agar aap 1 saal se zyada hold karte hain, toh long-term capital gains tax applicable hoga, jo ki current tax slab ke according hoga.

Returns

Period	Fund Return (%)	Benchmark (Nifty 500 TRI) (%)
1 Year	-2.38%	—
3 Years	14.63%	—
5 Years	12.31%	—
Since Launch	14.46%	—

SIP Calculator

SIP / Lumpsum Calculator

Monthly SIP Amount (₹)

SIP Period (Years)

Hold Period After SIP (Years)

Annual Step-Up (%)

Return Scenario

Based on fund's 3Y return of 14.6%

Invested: ₹956k

Gains: ₹29213k

Total Invested

₹956245.48

Total Returns

+ ₹29213084.04

Maturity Value

₹30169329.51

SIP of ₹5000 for 10 years (stepping up 10% annually), then held for 20 years at 14.6% p.a.

*Projected returns are for illustration only. Past performance does not guarantee future returns.

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Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme‑related documents carefully before investing. Past performance does not guarantee future returns. The content on this page is for educational purposes only.