Investment Objective
Aditya Birla Sun Life Flexi Cap Fund seeks to generate capital appreciation by investing in equity and equity related instruments of large cap, mid cap and small cap companies.
Investment Strategies
- The fund invests at least 65% of its net assets in equity and equity-related instruments.
- The fund manager has the flexibility to invest the rest of its net assets in a mix of equity and debt and other money market instruments for liquidity purposes.
- The fund can invest in companies across sectors, industries and market capitalisation.
- The fund follows a mix of top down and bottom-up investment approach to select stocks having long term fundamentals.
- During volatile markets, the fund can reduce its exposure to riskier mid and small caps and increase its exposure to large caps.
- During a growing market, the fund may increase its exposure to mid and small caps and reduce its large cap allocation.
Who Should Invest
Aditya Birla Sun Life Flexi Cap Fund is a suitable mutual fund scheme for investors seeking:
- long-term capital appreciation with a time horizon of at least 5 years
- diversified exposure to large, mid and small cap segments through a single fund
- better strategies for managing risks related to mid and small cap equity exposures