Flexi Cap Fund


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Top Performing Felxi Cap Fund

Ranking Date: 30 September 2023

Fund Name BMSMONEY Felxi Cap Fund Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Jm Flexicap Fund

1 The Jm Flexicap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund has 20<sup>th</sup> KPIs that are in top quartile. The fund has 87% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. 59.84% 27.02% -8.82% -9.71% 1.42 1.05 0.43

Hdfc Flexi Cap Fund

2 The Hdfc Flexi Cap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund has 14<sup>th</sup> KPIs that are in top quartile. The fund has 61% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. 42.73% 25.52% -6.00% -13.63% 1.53 1.09 0.40

Parag Parikh Flexi Cap Fund

3 The Parag Parikh Flexi Cap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund has 16<sup>th</sup> KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. 43.03% 22.89% -14.46% -13.23% 1.27 0.63 0.40

Franklin India Flexi Cap Fund

4 The Franklin India Flexi Cap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund has 13<sup>th</sup> KPIs that are in top quartile. The fund has 57% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. 44.34% 21.80% -11.84% -13.63% 1.42 0.85 0.43

Edelweiss Flexi Cap Fund

5 The Edelweiss Flexi Cap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund has sixth KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. 38.84% 19.24% -12.00% -13.15% 1.07 0.63 0.38

Union Flexi Cap Fund

6 The Union Flexi Cap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. 38.85% 19.15% -13.49% -12.96% 1.12 0.64 0.36

Kotak Flexicap Fund

7 The Kotak Flexicap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. 32.69% 16.20% -11.57% -16.18% 0.97 0.54 0.40

Navi Flexi Cap Fund

8 The Navi Flexi Cap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. 31.92% 17.29% -13.03% -15.79% 1.03 0.57 0.37

Sbi Flexicap Fund

9 The Sbi Flexicap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has eighth KPIs that are in bottom quartile. The fund has 35% of the KPIs that are in bottom quartile. 29.60% 15.22% -11.01% -11.78% 1.06 0.66 0.42

Quant Flexi Cap Fund

10 The Quant Flexi Cap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund has 16<sup>th</sup> KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. 63.30% 35.78% -10.68% -17.17% 1.40 0.83 0.41

Hsbc Flexi Cap Fund

11 The Hsbc Flexi Cap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. 43.90% 19.89% -16.22% -18.38% 1.02 0.56 0.41

Dsp Flexi Cap Fund

12 The Dsp Flexi Cap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has eighth KPIs that are in bottom quartile. The fund has 35% of the KPIs that are in bottom quartile. 33.69% 16.00% -17.80% -14.15% 1.02 0.61 0.42

Canara Robeco Flexi Cap Fund

13 The Canara Robeco Flexi Cap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. 30.89% 16.23% -13.31% -12.51% 0.90 0.51 0.38

Lic Mf Flexi Cap Fund

14 The Lic Mf Flexi Cap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has 13<sup>th</sup> KPIs that are in bottom quartile. The fund has 57% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 34.31% 15.20% -12.65% -13.51% 0.83 0.46 0.40

Idfc Flexi Cap Fund

15 The Idfc Flexi Cap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. 32.06% 16.97% -14.39% -14.21% 0.99 0.56 0.39

Shriram Flexi Cap Fund

16 The Shriram Flexi Cap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has ninth KPIs that are in bottom quartile. The fund has 39% of the KPIs that are in bottom quartile. 42.26% 18.26% -12.26% -14.57% 0.72 0.39 0.37

Aditya Birla Sun Life Flexi Cap Fund

17 The Aditya Birla Sun Life Flexi Cap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. 35.71% 17.07% -14.98% -14.66% 0.98 0.55 0.42

Tata Flexi Cap Fund

18 The Tata Flexi Cap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has sixth KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. 34.80% 15.06% -12.63% -13.21% 0.81 0.43 0.36

Motilal Oswal Flexi Cap Fund

19 The Motilal Oswal Flexi Cap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has 13<sup>th</sup> KPIs that are in bottom quartile. The fund has 57% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 50.17% 15.18% -16.78% -14.87% 0.57 0.30 0.39

Taurus Flexi Cap Fund

20 The Taurus Flexi Cap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has 13<sup>th</sup> KPIs that are in bottom quartile. The fund has 57% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 47.42% 18.63% -13.30% -20.44% 0.80 0.40 0.42

Pgim India Flexi Cap Fund

22 The Pgim India Flexi Cap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has tenth KPIs that are in bottom quartile. The fund has 43% of the KPIs that are in bottom quartile. 27.30% 15.88% -16.67% -15.81% 0.97 0.54 0.40

Axis Flexi Cap Fund

23 The Axis Flexi Cap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has 20<sup>th</sup> KPIs that are in bottom quartile. The fund has 87% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 29.18% 12.09% -18.33% -17.00% 0.57 0.32 0.38

****NO INVESTMENT ADVICE!!!***
The ranking is based on historical performance of the fund. It does not guarantee superior future performance. All analysis presented is for information purposes only.


Returns (Regular Plan)

As On: 23 February 2024
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Flexi Cap Fund
0.15
21
0.48
18
3.62
21
13.95
12
18.88
15
35.71
17
17.07
12
17.03
12
Baroda BNP Paribas Flexi Cap Fund
0.11
22
-0.11
28
4.46
12
12.89
16
20.11
13
36.25
16
Canara Robeco Flexi Cap Fund
0.26
13
0.88
8
3.69
19
12.75
17
17.19
18
30.89
24
16.23
14
17.89
11
DSP Flexi Cap Fund
0.50
5
0.36
21
1.53
27
9.50
26
13.64
26
33.69
20
16.00
16
18.86
8
Edelweiss Flexi Cap Fund
0.37
9
0.72
15
4.55
11
16.71
7
21.83
12
38.84
15
19.24
7
18.29
9
Navi Flexi Cap Fund
0.47
6
0.39
19
3.35
22
10.68
23
14.22
24
31.92
23
17.29
11
16.17
15
Franklin India Flexi Cap Fund
0.00
26
0.35
23
4.28
15
15.91
10
23.05
10
44.34
6
21.80
5
19.87
7
HDFC Flexi Cap Fund
0.18
18
0.78
11
5.27
7
17.01
6
23.04
11
42.73
9
25.52
3
21.07
4
HSBC Flexi Cap Fund
0.15
20
0.74
14
6.74
3
17.54
4
23.79
7
43.90
7
19.89
6
17.94
10
ICICI Prudential Flexicap Fund
-0.06
28
0.83
9
5.69
6
13.75
13
23.44
9
39.33
13
IDBI Flexi Cap Fund
IDFC Flexi Cap Fund
0.17
19
0.37
20
2.93
24
10.96
21
16.31
20
32.06
22
16.97
13
15.20
19
Invesco India Flexi Cap Fund
0.54
4
1.42
2
5.71
5
16.11
9
25.54
6
46.24
5
JM Flexicap Fund
0.47
7
1.35
3
9.66
1
21.71
2
31.33
2
59.84
2
27.02
2
24.21
2
Kotak Flexicap Fund
0.32
11
1.05
5
3.69
18
13.71
14
17.01
19
32.69
21
16.20
15
16.56
13
LIC Mf Flexi Cap Fund
0.02
25
0.27
24
3.63
20
10.25
25
13.99
25
34.31
19
15.20
19
14.53
21
Mahindra Manulife Flexi Cap Yojana
0.10
23
0.59
16
3.91
16
14.14
11
17.89
16
39.33
12
Motilal Oswal Flexi Cap Fund
1.48
1
2.50
1
4.32
14
16.55
8
28.42
4
50.17
3
15.18
20
14.39
22
Parag Parikh Flexi Cap Fund
-0.02
27
0.35
22
5.17
9
13.01
15
23.70
8
43.03
8
22.89
4
23.68
3
Quant Flexi Cap Fund
0.60
2
1.10
4
9.64
2
29.39
1
38.56
1
63.30
1
35.78
1
31.61
1
Nippon India Flexi Cap Fund
0.29
12
0.58
17
3.18
23
11.39
20
17.79
17
41.22
11
SBI Flexicap Fund
0.21
15
0.24
25
2.10
25
10.82
22
14.85
22
29.60
25
15.22
18
16.39
14
Shriram Flexi Cap Fund
0.21
14
0.88
7
5.24
8
18.79
3
29.66
3
42.26
10
18.26
10
15.77
16
Tata Flexi Cap Fund
0.19
17
0.20
26
1.69
26
8.61
27
14.27
23
34.80
18
15.06
21
15.67
17
Taurus Flexi Cap Fund
0.02
24
0.79
10
6.11
4
17.17
5
25.55
5
47.42
4
18.63
9
14.38
23
Union Flexi Cap Fund
0.38
8
0.76
13
4.76
10
12.64
18
19.03
14
38.85
14
19.15
8
20.01
6
UTI Flexi Cap Fund
0.20
16
0.03
27
1.39
28
4.82
28
7.79
28
20.79
28
9.09
23
15.13
20
PGIM India Flexi Cap Fund
0.32
10
0.77
12
4.44
13
10.45
24
13.45
27
27.30
27
15.88
17
20.75
5
Axis Flexi Cap Fund
0.55
3
1.01
6
3.72
17
11.85
19
15.36
21
29.18
26
12.09
22
15.21
18

Returns (Direct Plan)

As On: 23 February 2024
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Flexi Cap Fund
0.15
21
0.48
18
3.62
21
13.95
12
18.88
15
35.71
17
17.07
12
17.03
12
Baroda BNP Paribas Flexi Cap Fund
0.11
22
-0.11
28
4.46
12
12.89
16
20.11
13
36.25
16
Canara Robeco Flexi Cap Fund
0.26
13
0.88
8
3.69
19
12.75
17
17.19
18
30.89
24
16.23
14
17.89
11
DSP Flexi Cap Fund
0.50
5
0.36
21
1.53
27
9.50
26
13.64
26
33.69
20
16.00
16
18.86
8
Edelweiss Flexi Cap Fund
0.37
9
0.72
15
4.55
11
16.71
7
21.83
12
38.84
15
19.24
7
18.29
9
Navi Flexi Cap Fund
0.47
6
0.39
19
3.35
22
10.68
23
14.22
24
31.92
23
17.29
11
16.17
15
Franklin India Flexi Cap Fund
0.00
26
0.35
23
4.28
15
15.91
10
23.05
10
44.34
6
21.80
5
19.87
7
HDFC Flexi Cap Fund
0.18
18
0.78
11
5.27
7
17.01
6
23.04
11
42.73
9
25.52
3
21.07
4
HSBC Flexi Cap Fund
0.15
20
0.74
14
6.74
3
17.54
4
23.79
7
43.90
7
19.89
6
17.94
10
ICICI Prudential Flexicap Fund
-0.06
28
0.83
9
5.69
6
13.75
13
23.44
9
39.33
13
IDBI Flexi Cap Fund
IDFC Flexi Cap Fund
0.17
19
0.37
20
2.93
24
10.96
21
16.31
20
32.06
22
16.97
13
15.20
19
Invesco India Flexi Cap Fund
0.54
4
1.42
2
5.71
5
16.11
9
25.54
6
46.24
5
JM Flexicap Fund
0.47
7
1.35
3
9.66
1
21.71
2
31.33
2
59.84
2
27.02
2
24.21
2
Kotak Flexicap Fund
0.32
11
1.05
5
3.69
18
13.71
14
17.01
19
32.69
21
16.20
15
16.56
13
LIC Mf Flexi Cap Fund
0.02
25
0.27
24
3.63
20
10.25
25
13.99
25
34.31
19
15.20
19
14.53
21
Mahindra Manulife Flexi Cap Yojana
0.10
23
0.59
16
3.91
16
14.14
11
17.89
16
39.33
12
Motilal Oswal Flexi Cap Fund
1.48
1
2.50
1
4.32
14
16.55
8
28.42
4
50.17
3
15.18
20
14.39
22
Parag Parikh Flexi Cap Fund
-0.02
27
0.35
22
5.17
9
13.01
15
23.70
8
43.03
8
22.89
4
23.68
3
Quant Flexi Cap Fund
0.60
2
1.10
4
9.64
2
29.39
1
38.56
1
63.30
1
35.78
1
31.61
1
Nippon India Flexi Cap Fund
0.29
12
0.58
17
3.18
23
11.39
20
17.79
17
41.22
11
SBI Flexicap Fund
0.21
15
0.24
25
2.10
25
10.82
22
14.85
22
29.60
25
15.22
18
16.39
14
Shriram Flexi Cap Fund
0.21
14
0.88
7
5.24
8
18.79
3
29.66
3
42.26
10
18.26
10
15.77
16
Tata Flexi Cap Fund
0.19
17
0.20
26
1.69
26
8.61
27
14.27
23
34.80
18
15.06
21
15.67
17
Taurus Flexi Cap Fund
0.02
24
0.79
10
6.11
4
17.17
5
25.55
5
47.42
4
18.63
9
14.38
23
Union Flexi Cap Fund
0.38
8
0.76
13
4.76
10
12.64
18
19.03
14
38.85
14
19.15
8
20.01
6
UTI Flexi Cap Fund
0.20
16
0.03
27
1.39
28
4.82
28
7.79
28
20.79
28
9.09
23
15.13
20
PGIM India Flexi Cap Fund
0.32
10
0.77
12
4.44
13
10.45
24
13.45
27
27.30
27
15.88
17
20.75
5
Axis Flexi Cap Fund
0.55
3
1.01
6
3.72
17
11.85
19
15.36
21
29.18
26
12.09
22
15.21
18
Click on + to See Details
As On: 23 February 2024
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Quant Flexi Cap Fund

2.99
16
7.19
8
9.14
20
12.54
2
32.75
1

Icici Prudential Flexicap Fund

3.12
11
6.76
10
11.45
15

Nippon India Flexi Cap Fund

3.60
3
7.73
4
14.09
3

Mahindra Manulife Flexi Cap Yojana

3.39
5
5.52
19
13.35
6

Invesco India Flexi Cap Fund

3.19
7
7.98
3
13.37
5

Baroda Bnp Paribas Flexi Cap Fund

3.01
15
6.07
14
10.49
18

Dsp Flexi Cap Fund

3.67
2
6.45
11
13.54
4
2.56
20
15.82
12

Lic Mf Flexi Cap Fund

3.30
6
5.56
18
12.67
11
4.19
18
10.74
23

Taurus Flexi Cap Fund

2.57
22
7.43
5
8.75
25
7.90
7
11.07
22

Franklin India Flexi Cap Fund

3.18
9
7.41
6
12.99
9
10.73
4
18.41
5

Uti Flexi Cap Fund

2.13
27
3.39
28
8.59
26
-0.38
23
18.15
6

Hdfc Flexi Cap Fund

2.94
18
6.04
15
11.53
14
18.27
1
17.35
9

Canara Robeco Flexi Cap Fund

2.23
26
4.31
24
8.90
23
5.73
15
17.82
7

Hsbc Flexi Cap Fund

2.91
19
6.32
12
12.99
10
5.74
14
14.70
15

Aditya Birla Sun Life Flexi Cap Fund

3.05
13
5.33
21
11.10
16
4.41
17
15.79
13

Idfc Flexi Cap Fund

3.18
8
5.58
17
9.76
19
6.93
11
13.59
18

Jm Flexicap Fund

3.75
1
8.84
1
17.72
1
11.88
3
16.98
10

Kotak Flexicap Fund

2.43
23
5.22
22
8.92
22
7.28
10
14.03
17

Union Flexi Cap Fund

3.09
12
6.31
13
13.01
8
8.08
6
18.78
4

Parag Parikh Flexi Cap Fund

3.04
14
7.36
7
14.68
2
10.69
5
23.00
3

Motilal Oswal Flexi Cap Fund

3.46
4
8.26
2
12.57
12
0.01
22
8.29
24

Pgim India Flexi Cap Fund

1.93
28
4.07
26
7.93
27
3.68
19
23.50
2

Edelweiss Flexi Cap Fund

2.61
21
5.44
20
11.01
17
7.76
8
16.38
11

Axis Flexi Cap Fund

2.72
20
3.89
27
8.85
24
1.62
21
13.46
19

Navi Flexi Cap Fund

3.12
10
4.17
25
11.88
13
7.67
9
14.20
16

Tata Flexi Cap Fund

2.97
17
6.86
9
13.25
7
4.61
16
12.94
20

Shriram Flexi Cap Fund

2.36
24
5.82
16
7.71
28
6.60
12
11.48
21

Sbi Flexicap Fund

2.29
25
4.78
23
8.92
21
6.21
13
15.20
14

Idbi Flexi Cap Fund

17.69
8
As On: 23 February 2024
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Quant Flexi Cap Fund

3.12
15
7.56
7
9.90
20
13.62
2
33.81
1

Icici Prudential Flexicap Fund

3.26
9
7.01
10
12.09
14

Nippon India Flexi Cap Fund

3.73
3
8.09
4
14.85
3

Mahindra Manulife Flexi Cap Yojana

3.55
4
5.98
17
14.31
5

Invesco India Flexi Cap Fund

3.36
7
8.39
3
14.32
4

Baroda Bnp Paribas Flexi Cap Fund

3.18
13
6.49
14
11.49
18

Dsp Flexi Cap Fund

3.75
2
6.72
11
14.12
6
3.71
20
17.06
12

Lic Mf Flexi Cap Fund

3.37
6
5.77
19
13.11
11
5.10
19
11.66
22

Taurus Flexi Cap Fund

2.57
22
7.45
8
8.77
26
7.94
11
11.16
23

Franklin India Flexi Cap Fund

3.26
10
7.62
5
13.48
9
11.52
5
19.30
6

Uti Flexi Cap Fund

2.19
27
3.60
28
9.00
25
0.45
23
19.03
8

Hdfc Flexi Cap Fund

2.99
18
6.21
16
11.89
15
19.07
1
18.06
10

Canara Robeco Flexi Cap Fund

2.33
26
4.61
25
9.55
21
7.19
14
19.40
5

Hsbc Flexi Cap Fund

2.98
19
6.54
13
13.45
10
6.99
15
16.03
16

Aditya Birla Sun Life Flexi Cap Fund

3.12
14
5.55
21
11.55
17
5.31
18
16.80
13

Idfc Flexi Cap Fund

3.25
11
5.77
20
10.15
19
7.71
12
14.38
20

Jm Flexicap Fund

3.84
1
9.12
1
18.31
1
12.76
3
17.90
11

Kotak Flexicap Fund

2.51
24
5.45
22
9.41
22
8.28
10
15.14
17

Union Flexi Cap Fund

3.19
12
6.60
12
13.66
8
9.23
8
19.86
4

Parag Parikh Flexi Cap Fund

3.11
16
7.57
6
15.13
2
11.82
4
24.20
3

Motilal Oswal Flexi Cap Fund

3.53
5
8.49
2
13.04
12
0.88
22
9.28
24

Pgim India Flexi Cap Fund

2.07
28
4.43
26
8.70
27
5.67
17
25.86
2

Edelweiss Flexi Cap Fund

2.74
21
5.86
18
11.88
16
9.63
7
18.45
9

Axis Flexi Cap Fund

2.81
20
4.13
27
9.41
23
2.84
21
14.96
18

Navi Flexi Cap Fund

3.28
8
4.67
24
12.90
13
9.81
6
16.47
14

Tata Flexi Cap Fund

3.08
17
7.20
9
13.96
7
6.08
16
14.75
19

Shriram Flexi Cap Fund

2.52
23
6.26
15
8.67
28
8.55
9
13.53
21

Sbi Flexicap Fund

2.37
25
5.01
23
9.40
24
7.22
13
16.30
15

Idbi Flexi Cap Fund

19.26
7
As On: 30 September 2023
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Flexi Cap Fund

-14.66
14
-14.98
17
-6.24
18
14.12
13
9.70
15

Canara Robeco Flexi Cap Fund

-12.51
3
-13.31
13
-5.24
11
13.11
5
8.77
5

Dsp Flexi Cap Fund

-14.15
11
-17.80
21
-9.24
22
14.92
18
9.66
14

Edelweiss Flexi Cap Fund

-13.15
5
-12.00
7
-3.89
2
14.15
14
9.45
12

Navi Flexi Cap Fund

-15.79
16
-13.03
11
-5.78
14
14.02
12
9.72
16

Franklin India Flexi Cap Fund

-13.63
9
-11.84
6
-5.54
13
14.55
16
9.85
18

Hdfc Flexi Cap Fund

-13.63
10
-6.00
1
-4.05
3
16.05
22
9.96
19

Hsbc Flexi Cap Fund

-18.38
21
-16.22
18
-4.82
9
13.95
11
9.58
13

Idbi Flexi Cap Fund

Idfc Flexi Cap Fund

-14.21
12
-14.39
15
-5.25
12
13.12
6
8.78
6

Jm Flexicap Fund

-9.71
1
-8.82
2
-3.73
1
15.32
20
9.39
11

Kotak Flexicap Fund

-16.18
18
-11.57
5
-4.40
7
13.23
7
9.00
8

Lic Mf Flexi Cap Fund

-13.51
8
-12.65
10
-5.93
15
12.77
3
8.54
3

Motilal Oswal Flexi Cap Fund

-14.87
15
-16.78
20
-6.92
21
13.31
9
9.27
10

Parag Parikh Flexi Cap Fund

-13.23
7
-14.46
16
-4.06
4
11.72
1
8.79
7

Quant Flexi Cap Fund

-17.17
20
-10.68
3
-4.22
5
17.46
23
11.89
23

Sbi Flexicap Fund

-11.78
2
-11.01
4
-6.00
16
13.25
8
8.50
2

Shriram Flexi Cap Fund

-14.57
13
-12.26
8
-4.74
8
12.94
4
8.77
4

Tata Flexi Cap Fund

-13.21
6
-12.63
9
-4.36
6
12.22
2
8.48
1

Taurus Flexi Cap Fund

-20.44
23
-13.30
12
-6.66
20
14.63
17
10.46
22

Union Flexi Cap Fund

-12.96
4
-13.49
14
-6.39
19
13.41
10
9.18
9

Uti Flexi Cap Fund

-18.93
22
-20.55
23
-6.08
17
15.56
21
10.16
21

Pgim India Flexi Cap Fund

-15.81
17
-16.67
19
-5.08
10
14.35
15
9.83
17

Axis Flexi Cap Fund

-17.00
19
-18.33
22
-11.80
23
15.24
19
10.05
20
As On: 30 September 2023
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Flexi Cap Fund

0.98
13
0.55
13
0.87
11
0.42
-0.77
15 0.95 7
0.95
3
0.15
14
1.76
13
-1.8362
13

Canara Robeco Flexi Cap Fund

0.90
16
0.51
16
0.84
14
0.38
-1.60
17 0.89 17
0.95
2
0.13
16
1.66
16
-4.1982
16

Dsp Flexi Cap Fund

1.02
10
0.61
9
0.83
16
0.42
0.30
10 0.97 5
0.88
15
0.16
9
1.80
10
-0.4050
5

Edelweiss Flexi Cap Fund

1.07
7
0.63
7
1.05
5
0.38
0.90
7 0.94 9
0.92
9
0.16
7
1.85
7
-0.4292
6

Navi Flexi Cap Fund

1.03
9
0.57
10
0.97
8
0.37
0.19
11 0.94 10
0.93
7
0.15
10
1.81
9
-1.1974
9

Franklin India Flexi Cap Fund

1.42
2
0.85
3
1.33
4
0.43
6.59
4 0.95 8
0.89
12
0.22
4
2.21
2
5.4733
4

Hdfc Flexi Cap Fund

1.53
1
1.09
1
2.07
1
0.40
8.94
2 1.03 1
0.85
19
0.24
2
2.31
1
9.5444
1

Hsbc Flexi Cap Fund

1.02
11
0.56
12
0.84
13
0.41
0.04
12 0.93 12
0.93
6
0.15
11
1.80
11
-1.4595
10

Idbi Flexi Cap Fund

Idfc Flexi Cap Fund

0.99
12
0.56
11
0.85
12
0.39
0.42
9 0.85 19
0.88
13
0.15
12
1.76
12
-2.9652
15

Jm Flexicap Fund

1.42
3
1.05
2
1.60
2
0.43
6.34
5 1.00 2
0.89
11
0.22
5
2.21
3
6.4501
3

Kotak Flexicap Fund

0.97
14
0.54
15
0.96
9
0.40
-0.49
14 0.90 14
0.95
1
0.14
15
1.75
14
-2.8687
14

Lic Mf Flexi Cap Fund

0.83
17
0.46
17
0.81
18
0.40
-1.37
16 0.83 20
0.88
14
0.13
17
1.59
17
-5.2582
18

Motilal Oswal Flexi Cap Fund

0.57
23
0.30
23
0.56
23
0.39
-4.27
21 0.82 21
0.78
21
0.09
22
1.31
23
-8.4587
23

Parag Parikh Flexi Cap Fund

1.27
5
0.63
8
0.93
10
0.40
7.17
3 0.65 23
0.65
22
0.23
3
2.06
5
-0.7859
7

Quant Flexi Cap Fund

1.40
4
0.83
4
1.59
3
0.41
10.40
1 0.96 6
0.62
23
0.26
1
2.18
4
9.3931
2

Sbi Flexicap Fund

1.06
8
0.66
5
1.05
6
0.42
0.80
8 0.89 16
0.94
5
0.16
8
1.84
8
-1.7089
11

Shriram Flexi Cap Fund

0.72
20
0.39
20
0.76
20
0.37
-3.74
20 0.87 18
0.94
4
0.11
20
1.47
20
-6.6836
21

Tata Flexi Cap Fund

0.81
18
0.43
18
0.78
19
0.36
-1.67
18 0.81 22
0.91
10
0.12
19
1.57
18
-6.0122
19

Taurus Flexi Cap Fund

0.80
19
0.40
19
0.84
15
0.42
-2.77
19 0.94 11
0.85
18
0.13
18
1.57
19
-4.2177
17

Union Flexi Cap Fund

1.12
6
0.64
6
0.98
7
0.36
1.64
6 0.89 15
0.92
8
0.17
6
1.90
6
-0.8080
8

Uti Flexi Cap Fund

0.63
21
0.36
21
0.57
22
0.40
-5.88
22 0.99 3
0.84
20
0.10
21
1.38
21
-6.0555
20

Pgim India Flexi Cap Fund

0.97
15
0.54
14
0.82
17
0.40
-0.00
13 0.92 13
0.85
17
0.15
13
1.74
15
-1.8121
12

Axis Flexi Cap Fund

0.57
22
0.32
22
0.58
21
0.38
-7.02
23 0.99 4
0.87
16
0.09
23
1.32
22
-7.2755
22




Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

More Mutual Fund Analysis Article

Small cap mutual funds, as defined by SEBI and AMFI, primarily invest in companies ranked 251st onwards in terms of market capitalization. They offer high growth potential as they invest in smaller, growing companies that could yield high returns. Moreover, they can uncover undervalued stocks that are often under-researched. Small-cap funds also bounce back quickly from economic downturns due to their adaptability. However, they have drawbacks like high volatility, and liquidity risk, and require a longer investment horizon. Although they carry significant risk, with informed decision-making, a clear understanding of the risk-reward paradigm, and guidance from skilled fund managers, they can contribute significantly to wealth creation.
 

Large-cap mutual funds invest in large, established companies, offering investors the potential for consistent returns and lower risk due to their stability and diversification across sectors. These funds, managed by professional fund managers, also offer high liquidity and the potential for regular dividend payouts. However, drawbacks include limited growth potential, as these mature companies operate at or near their peak in saturated markets. Also, they aren't immune to economic downturns and offer less control to investors over their investments. The suitability of these funds depends on an individual's financial goals, risk tolerance, and investment horizon.

म्यूचुअल फंड में निवेश लंबी अवधि में धन बनाने के सबसे लोकप्रिय तरीकों में से एक है। हालांकि, किसी भी निवेश की तरह, म्यूचुअल फंड निवेश मे भी जोखिम हैं। निवेश निर्णय लेने के लिए इन जोखिमों को समझना और उनका आकलन करना आवश्यक है। इस लेख का उद्देश्य म्यूचुअल फंड मे प्रयोग किए जाने वाले कुछ प्रमुख जोखिम मूल्यांकन के तरीकों पे पर प्रकाश डालना है।  ये प्रमुख जोखिम मूल्यांकन के तरीके निम्नलिखित है: 

  1. स्टैन्डर्ड डीवीऐशन 
  2. सेमी डीवीऐशन
  3. वैल्यू एट रिस्क (VaR)
  4. ऐव्रिज ड्रॉ डाउन 
  5. मैक्समम ड्रॉ डाउन 

इनका डाटा अधिकांश फंड के लिए इस वेबसाईट पे उपलब्ध है.