5 Flexi Cap Funds in Focus: LIC MF, Samco Among Schemes with Over 50% Mid & Small Cap Exposure

Flexi cap funds are designed to provide fund managers with the discretion to allocate investments across large, mid, and small cap stocks without predefined limits. This structure enables dynamic portfolio positioning based on market trends, valuations, and sectoral opportunities.

Higher exposure to mid and small cap stocks can influence the risk-return profile of these funds, as these segments may experience sharper price movements compared to large cap counterparts.

Mid and Small Cap Exposure Among Select Funds

The following table outlines the exposure of selected flexi cap funds to mid and small cap stocks as of 31 March 2026 and is as per The Economic Times news report.

Fund-wise Allocation Insights

1. LIC MF Focused Fund

This scheme reported a relatively higher allocation to mid and small cap stocks, indicating a tilt towards segments that may offer growth potential alongside higher variability.

2. LIC MF Flexi Cap Fund

The fund maintained over half of its portfolio in mid and small cap equities, reflecting a balanced yet growth-oriented allocation approach.

3. Motilal Oswal Diversified Equity Flexicap Passive FoF

This fund of funds structure showed a comparable allocation, suggesting diversification across underlying schemes with exposure to mid and small cap segments.

4. Union Diversified Equity All Cap Active FoF

The fund demonstrated a similar allocation pattern, aligning with a strategy that incorporates a mix of market capitalisations.

4. Samco Flexi Cap Fund

The scheme also maintained a comparable exposure level, indicating participation in mid and small cap segments while retaining allocation flexibility.

What This Means for Investors?

Exposure to mid and small cap stocks can influence portfolio behaviour, particularly during periods of market volatility. 

Investors may consider their risk tolerance and investment horizon when evaluating such funds.

Read More: Mutual Fund NFOs This Week: Axis, Edelweiss, and Others Open for Subscription.

Conclusion

Flexi cap funds continue to demonstrate varied allocation strategies, with some schemes maintaining notable exposure to mid and small cap stocks. These allocations reflect fund manager discretion and market outlook, and may play a role in shaping the overall risk and return profile of the funds.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation or investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.