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You have a plan for your money, and we've got the funds that will put your plans into action.You have a plan for your money, and we've got
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Market ki Gossip Complicated Hai but Index Funds Simple Hai
Large & Mid Cap Funds vs. Flexi Cap Funds: Which is Better for Your Long-Term Portfolio?
Large & mid-cap funds maintain a minimum 35% exposure to each both large and mid-cap stocks.
Flexi-cap funds have the flexibility to dynamically adjust allocations across large, mid, and small-cap stocks.
Both schemes differ in terms of flexibility, risk levels, and return potential
While both options can be good for long-term investing, the ultimate choice depends on your preferred investment approach and risk appetite.
Long-term investors looking at equity schemes often consider large & mid-cap funds and flexi-cap funds as potential options. At first glance, both seem equally good as they spread investments and aim to capture opportunities across more than one market cap.
However, the way each type of mutual fund scheme invests is quite different. While large & mid-cap funds follow a more structured approach, flexi-cap funds give fund managers greater freedom to dynamically change allocations between large, mid, and small-caps based on market changes.
Understanding this difference can help you decide which category may be a better fit for your long-term portfolio.
Episode 5 | Index Funds Simple Hai, but How? | Tata Mutual Fund
Index Funds Simple Hain but don’t know which one to get started with? This podcast is for you.
Tune in as our Chief Business Officer, Mr. Anand Vardarajan gives a different perspective on investing to our novice Kruti who is confused about where to begin when it comes to investing in Index Funds.
So just attend this crash course on Index Funds and learn about all the types through one consistent example.
The power of compounding
You have a plan for your money, and we've got the funds
that will put your plan into action.
You have a plan for your money, and we've got the funds that will
put your plan into action.
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72 Lac +
Investors as on 31-Oct-25
6 Lac +
SIPs registered as of Q1 FY 25-26
12 %
Annual Rise in Equity + Balanced Funds AUM as of Q1 FY 25-26
52 %
Equity + Balanced Funds % of AUM as on 30-June-2025
72 Lac +
Investors as on 31-Oct-25
6 Lac +
SIPs registered as of Q1 FY 25-26
12 %
Annual Rise in Equity + Balanced Funds AUM as of Q1 FY 25-26
52 %
Equity + Balanced Funds % of AUM as on 30-June-2025













