Introducing
Nuvama Flexi Cap Fund
Because opportunity doesn’t come in one size.
Get the flexibility to participate in opportunities across large, mid and small-cap companies through one actively managed equity fund.
Investment objective
Instead of being limited to one market-cap segment, this fund can look for opportunities across large, mid and small-cap companies. This gives your portfolio the flexibility to invest in businesses that appear well positioned for the next phase of growth, irrespective of their current size. The underlying investment framework goes beyond market-cap classification and looks at structural themes, profit-cycle changes and individual business fundamentals.
Fund Snapshot
| Feature | Details |
|---|---|
| Type | An open-ended dynamic equity scheme investing across large-cap, mid-cap, small cap stocks. |
| Minimum Application | Minimum initial investment in the scheme / plan / option (Lumpsum): Rs. 500/- and in multiples of Re. 1/- thereafter. Minimum Systematic Investment Plan (SIP): Rs. 500/- and in multiples of Re. 1/- thereafter. |
| Minimum Additional Purchase | Rs. 500/- and in multiples of Re. 1/- thereafter. |
| Minimum Redemption | The request for minimum amount / units for redemption / switch-out would be Rs. 100/- and multiples of Re. 1/- thereafter. There will be no minimum redemption criterion for unit-based redemption. |
| Entry Load | Nil. |
| Exit Load | 1.00% if redeemed or switched out on or before completion of 365 days from the date of allotment of units; Nil if redeemed or switched out after completion of 365 days from the date of allotment of units. |
| Plans/Options | Plans: Direct Plan and Regular Plan. Options: Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option. IDCW Sub-Options: Payout of IDCW and Re-investment of IDCW. (Default Option: Growth; Default Sub-option under IDCW: Payout). |
| Riskometer | Very High Risk |
| Benchmark | BSE 500 Index (TRI) |
Why Invest in Nuvama Flexi Cap Fund?
Instead of being restricted to one market-cap segment, this fund dynamically adapts allocations across large, mid, and small-cap companies to capture multi-year Indian growth themes.
Dynamic Market-Cap Flexibility
Freedom to allocate across large, mid, and small-cap stocks, enabling the fund manager to pursue high-conviction opportunities wherever they emerge without market-cap restrictions.
Profit-Cycle Inflexion Framework
A structured approach identifying businesses at key inflection points in their profit and earnings trajectory, capturing turnaround potential as corporate fundamentals strengthen.
Disciplined Bottom-Up Selection
In-depth fundamental research evaluating business quality, competitive moats, balance sheet strength, return ratios, and valuation sanity to curate a resilient portfolio.
All-Weather Portfolio Construction
Combines top-down macroeconomic insights with active risk management—tilting towards large-caps for capital preservation and mid/small-caps to capture market-wide upside.
Your money is backed by experience across market cycles.
The fund is managed by investment professionals with experience in researching businesses across sectors and market capitalisations, with a focus on disciplined stock selection and long-term value creation.
Riskometer
This product is suitable for investors who are seeking*:
- Long-term capital appreciation by investing in a diversified portfolio of listed companies across the market cap spectrum in the Indian equities market.
- To generate capital appreciation by investing in equity and equity-related instruments across large, mid and small cap stocks.
Scheme Risk-o-meter
Investors understand that their principal will be at Very High Risk
Nuvama Flexi Cap Fund
Benchmark Risk-o-meter
The risk of the benchmark is Very High Risk
BSE 500 Index (TRI)
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
*The above product labelling assigned during the New Fund Offer (NFO) is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.
Download Scheme Resources
Everything You
Need to Know
Your guide to Nuvama Flexi Cap Fund
Nuvama Flexi Cap Fund is an open-ended equity mutual fund that invests across large, mid, and small-cap companies, enabling the fund manager to pursue opportunities across market segments.
A Flexi Cap Fund offers diversified exposure to large-, mid-, and small-cap companies in a single portfolio. It allows the fund manager to adjust allocations across market segments as conditions evolve, balancing risk and return potential.
Flexi Cap funds can allocate freely across market capitalisations, while Multi Cap funds must meet SEBI-prescribed minimum allocations to each market segment.
The fund intends to combine a top-down assessment of long-term structural opportunities with bottom-up company research. It will seek businesses where factors such as market-share gains, management changes, supportive policies, or improving financials may strengthen profit growth.
The fund is generally suited to investors with a long-term investment horizon of five years or more who seek diversified equity exposure.
The fund may suit investors seeking long-term capital appreciation through diversified equity exposure across market capitalisations and who are comfortable with equity-market volatility and risk.