Flexi Cap Elite
Managed by Deepak Nair
FLEXI CAP
PMS
FLEXI CAP
DIVERSIFIED
Returns (Since Inception)
18.65%CAGR
AUM
18K CrINR
Min Investment
50.0 LINR
Investment Approach
Unrestricted mandate to invest across market caps based on bottom-up stock selection and top-down macro views. Agile allocation between large, mid, and small caps ensures the portfolio captures opportunities wherever they emerge.
Inception Date2017-08-15
BenchmarkNifty 500
Fee Structure
Fixed Management Fee2% p.a.
Performance Fee18% of profits above 12% hurdle
Exit Load2% if redeemed < 6mo
Risk Metrics
Volatility
19.6%
Beta
1.15
Downside Capture
85%
Upside Capture
120%
Disclaimer
Performance data is strictly for educational purposes. Past performance is not indicative of future results. All returns are TWRR based. Please read all scheme related documents carefully. Investment in securities market are subject to market risks, read all the related documents carefully before investing.
Key Numbers
Sharpe Ratio1.71
Max Drawdown-19.6%
Min Investment50.0 L
Lock-in Period6 Months
Risk LevelHigh