Best Felxi Cap Mutual Funds December 2024

  • Motilal Oswal Flexi Cap Fund has exhibited very good performance in the Flexi Cap Fund category. The fund has rank of 3 out of 27 funds in the category. The fund has delivered return of 29.67% in 1 year, 17.57% in 3 years, 16.4% in 5 years and 13.94% in 10 years. The category average for the same periods is 14.87%, 12.19%, 17.04% and 12.73% respectively, which shows very good return performance of fund in the category. The fund has …
  • HDFC Flexi Cap Fund has shown very good performance in the Flexi Cap Fund category. The fund has rank of 2 out of 27 funds in the category. The fund has delivered return of 19.54% in 1 year, 20.16% in 3 years, 21.58% in 5 years and 14.17% in 10 years. The category average for the same periods is 14.87%, 12.19%, 17.04% and 12.73% respectively, which shows very good return performance of fund in the category. The fund has exhibited …
  • BANK OF INDIA FLEXI CAP FUND has shown very good performance in the Flexi Cap Fund category. The fund has rank of 4 out of 27 funds in the category. The fund has delivered return of 21.43% in 1 year and 17.35% in 3 years. The category average for the same periods is 14.87% and 12.19% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 15.09, VaR of -18.31, Average …
  • ICICI Prudential Flexicap Fund has exhibited good performance in the Flexi Cap Fund category. The fund has rank of 6 out of 27 funds in the category. The fund has delivered return of 17.77% in 1 year and 16.21% in 3 years. The category average for the same periods is 14.87% and 12.19% respectively, which shows poor return performance of fund in the category. The fund has exhibited standard deviation of 12.0, VaR of -11.19, Average Drawdown of -4.9, Semi …
  • JM Flexicap Fund is the best performing fund in the Flexi Cap Fund category. The fund has delivered return of 26.08% in 1 year, 21.64% in 3 years, 22.74% in 5 years and 16.32% in 10 years. The category average for the same periods is 14.87%, 12.19%, 17.04% and 12.73% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 13.69, VaR of -10.95, Average Drawdown of -4.15, Semi Deviation of …

Full review at the fund page (link in the table below.)

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
1
26.08% 21.64% 22.74% 17.65% 16.32% 27.95% 23.03% 23.97% 18.75% 17.61% 13.69% -10.05% -10.95% 11.76% 0.92 0.80 1.28
2
19.54% 20.16% 21.58% 15.15% 14.17% 20.35% 20.96% 22.35% 15.92% 15.00% 12.22% -6.00% -13.09% 10.58% 0.86 0.70 1.27
3
29.67% 17.57% 16.40% 11.33% 13.94% 30.79% 18.58% 17.43% 12.33% 14.97% 13.97% -14.80% -18.32% 9.47% 0.85 0.52 1.04
4
21.43% 17.35% % % % 23.28% 19.12% % % % 15.09% -16.23% -18.31% 5.13% 1.02 0.46 0.84
6
17.77% 16.21% % % % 18.87% 17.58% % % % 12.00% -8.14% -11.19% 6.26% 0.83 0.50 0.92
7
15.61% 14.83% 20.49% 14.13% 13.53% 16.50% 15.71% 21.40% 15.04% 14.55% 12.70% -11.71% -17.50% 4.69% 0.91 0.44 0.84
8
18.62% 14.41% 18.49% 13.54% % 20.47% 16.29% 20.50% 15.43% % 13.55% -12.89% -15.71% 3.20% 0.95 0.39 0.72
9
21.25% 13.36% 18.21% 12.09% 12.19% 22.15% 14.38% 19.41% 13.18% 13.21% 13.54% -17.35% -18.38% 2.63% 0.95 0.35 0.69
10
15.62% 11.20% 13.20% 10.14% 8.70% 16.71% 12.15% 14.21% 11.07% 9.58% 12.72% -13.68% -17.58% 0.57% 0.88 0.27 0.51
11
10.48% 10.45% 17.66% 13.85% 11.19% 11.79% 11.76% 18.87% 14.89% 12.18% 12.21% -14.63% -15.38% 0.33% 0.86 0.25 0.49
12
14.36% 11.62% 15.04% 12.46% 12.86% 15.35% 12.62% 16.11% 13.53% 13.99% 12.91% -11.24% -17.41% 0.77% 0.92 0.28 0.55
13
10.58% 11.03% % % % 12.03% 12.61% % % % 13.34% -12.24% -18.39% 0.56% 0.94 0.28 0.54
14
5.43% 9.48% 13.02% % % 7.26% 11.43% 15.05% % % 13.12% -12.09% -15.29% 0.41% 0.90 0.28 0.50
15
15.40% 11.68% 17.01% 13.47% 13.02% 16.59% 12.87% 18.26% 14.60% 14.04% 14.44% -18.04% -17.65% -0.94% 0.99 0.25 0.45
16
14.59% 11.14% 16.06% 12.13% 13.10% 15.52% 12.06% 17.04% 13.13% 14.14% 13.48% -14.68% -16.35% -1.04% 0.97 0.24 0.45
17
13.79% 9.56% 16.67% 13.97% 12.65% 15.08% 10.91% 18.16% 15.28% 13.77% 12.51% -14.42% -14.47% -1.38% 0.90 0.21 0.38
18
12.09% 12.13% 14.03% 9.08% 8.96% 12.17% 12.18% 14.10% 9.17% 9.35% 15.31% -13.30% -20.89% -0.07% 1.04 0.27 0.53
19
17.51% 7.23% 13.98% 13.71% % 18.69% 8.39% 15.34% 15.20% % 13.69% -19.57% -19.78% -4.26% 0.94 0.11 0.19
20
9.92% 12.02% % % % 11.79% 14.10% % % % 13.39% -11.90% -16.39% 0.31% 0.96 0.28 0.54
21
10.78% 9.44% 14.72% 11.25% 12.75% 11.72% 10.40% 15.77% 12.29% 13.82% 11.79% -10.85% -12.93% -0.74% 0.83 0.20 0.39
22
10.69% 15.72% 30.24% 18.92% 17.99% 11.96% 17.16% 31.55% 20.09% 19.00% 17.02% -13.54% -21.00% 1.53% 1.11 0.32 0.61
23
11.65% 9.75% 14.28% % % 13.09% 11.20% 15.94% % % 12.40% -13.90% -14.72% -1.86% 0.86 0.17 0.31
24
13.07% 9.66% 14.27% 10.04% 10.59% 13.88% 10.45% 15.08% 10.82% 11.37% 13.27% -15.48% -14.83% -2.25% 0.93 0.18 0.34
25
11.73% 6.28% 18.47% 13.62% % 13.23% 7.83% 20.46% 15.63% % 13.27% -17.91% -17.05% -5.15% 0.91 0.08 0.11
26
7.26% 9.09% 13.85% % % 9.27% 11.18% 16.05% % % 13.17% -14.00% -16.04% -2.75% 0.92 0.17 0.30
27
12.64% 3.86% 14.45% 12.70% 11.69% 13.42% 4.66% 15.31% 13.48% 12.37% 14.50% -21.58% -20.82% -8.82% 0.95 -0.01 -0.10

Return Calculated On: 17 January 2025

Ratios Calculated On: 31 December 2024

As On: 17 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Nifty 500 Total Return Index
-0.10
-0.49
-6.07
-7.08
-6.21
12.35
12.31
17.68
13.44
13.23
12.29
Aditya Birla Sun Life Flexi Cap Fund
-0.32
-1.17
-5.40
-7.79
-3.79
14.59
11.14
16.06
12.13
13.10
13.11
Baroda BNP Paribas Flexi Cap Fund
-0.53
-1.42
-7.20
-7.79
-4.56
15.33
BANK OF INDIA FLEXI CAP FUND
-0.24
-0.21
-8.64
-5.83
-6.06
21.43
17.35
Canara Robeco Flexi Cap Fund
-0.18
-1.04
-5.96
-6.16
-4.14
13.79
9.56
16.67
13.97
12.65
13.18
NJ Flexi Cap Fund
0.08
-1.41
-5.15
-10.70
-12.18
8.06
TRUSTMF Flexi Cap Fund
-0.53
-1.74
-7.75
-3.91
1.80
Whiteoak Capital Flexi Cap Fund
-0.21
-1.23
-6.78
-5.11
-0.49
18.74
Helios Flexi Cap Fund
-0.37
-0.59
-8.57
-5.02
-2.33
18.94
Samco Flexi Cap Fund
-0.62
-2.77
-11.02
-9.22
-9.37
-5.32
DSP Flexi Cap Fund
-0.45
-0.80
-6.28
-7.87
-4.44
15.40
11.68
17.01
13.47
13.02
13.18
Edelweiss Flexi Cap Fund
-0.29
-1.02
-7.62
-7.49
-4.60
18.62
14.41
18.49
13.54
Navi Flexi Cap Fund
-0.24
-0.84
-6.19
-7.55
-6.23
7.26
9.09
13.85
Franklin India Flexi Cap Fund
-0.48
-1.58
-6.88
-6.72
-4.29
15.61
14.83
20.49
14.13
13.53
14.50
HDFC Flexi Cap Fund
-0.74
-0.95
-4.92
-4.71
-2.65
19.54
20.16
21.58
15.15
14.17
14.50
HSBC Flexi Cap Fund
-0.55
-1.41
-7.94
-6.44
-3.24
21.25
13.36
18.21
12.09
12.19
13.18
ICICI Prudential Flexicap Fund
-0.17
-0.79
-5.96
-7.94
-4.06
17.77
16.21
Bandhan Flexi Cap Fund
-0.19
-0.64
-4.74
-6.99
-5.55
13.07
9.66
14.27
10.04
10.59
13.71
Invesco India Flexi Cap Fund
-0.90
-2.65
-9.11
-6.22
-0.06
24.73
ITI Flexi Cap Fund
-0.25
-0.65
-8.90
-8.88
-5.32
18.10
JM Flexicap Fund
-0.31
-0.34
-6.63
-6.95
-6.20
26.08
21.64
22.74
17.65
16.32
13.15
Kotak Flexicap Fund
-0.30
-0.32
-6.28
-5.69
-7.15
14.36
11.62
15.04
12.46
12.86
13.93
LIC MF Flexi Cap Fund
-0.34
-0.82
-6.50
-6.82
-4.60
15.62
11.20
13.20
10.14
8.70
9.26
Mahindra Manulife Flexi Cap Fund
-0.31
-1.07
-6.57
-6.85
-7.66
9.92
12.02
Mirae Asset Flexi Cap Fund
-0.29
-1.05
-5.43
-5.47
-3.41
13.44
Motilal Oswal Flexi Cap Fund
-0.86
-3.97
-10.41
-6.42
2.88
29.67
17.57
16.40
11.33
13.94
quant flexi cap fund
0.69
1.60
-3.80
-9.92
-13.36
10.69
15.72
30.24
18.92
17.99
11.68
Nippon India Flexi Cap Fund
-0.33
-1.29
-6.80
-8.44
-7.14
10.58
11.03
SBI Flexicap Fund
-0.49
-0.92
-5.90
-6.22
-4.74
10.78
9.44
14.72
11.25
12.75
12.39
SHRIRAM FLEXI CAP FUND
-0.01
-2.30
-9.32
-10.48
-12.61
5.43
9.48
13.02
Tata Flexi Cap Fund
-0.27
0.42
-4.19
-5.99
-3.72
11.65
9.75
14.28
Taurus Flexi Cap Fund
-0.46
-1.40
-6.33
-7.16
-7.59
12.09
12.13
14.03
9.08
8.96
10.14
Union Flexi Cap Fund
-0.29
-1.36
-7.27
-6.42
-4.39
10.48
10.45
17.66
13.85
11.19
UTI FLEXI CAP FUND
-0.30
-1.85
-6.40
-5.78
-0.69
12.64
3.86
14.45
12.70
11.69
12.92
PGIM India Flexi Cap Fund
-0.09
-0.93
-6.38
-5.49
-3.06
11.73
6.28
18.47
13.62
Axis Flexi Cap Fund
-0.56
-1.77
-7.11
-6.41
-2.50
17.51
7.23
13.98
13.71
Bajaj Finserv Flexi Cap Fund
-0.32
-1.28
-5.94
-6.63
-3.06
20.78
Nifty 500 Total Return Index
-0.10
-0.49
-6.07
-7.08
-6.21
12.35
12.31
17.68
13.44
13.23
12.29

As On: 17 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Nifty 500 Total Return Index
-0.10
-0.49
-6.07
-7.08
-6.21
12.35
12.31
17.68
13.44
13.23
12.29
Aditya Birla Sun Life Flexi Cap Fund
-0.32
-1.16
-5.34
-7.61
-3.41
15.52
12.06
17.04
13.13
14.14
Baroda BNP Paribas Flexi Cap Fund
-0.53
-1.39
-7.10
-7.50
-3.97
16.75
BANK OF INDIA FLEXI CAP FUND
-0.25
-0.16
-8.53
-5.47
-5.37
23.28
19.12
Canara Robeco Flexi Cap Fund
-0.18
-1.02
-5.87
-5.89
-3.60
15.08
10.91
18.16
15.28
13.77
NJ Flexi Cap Fund
0.15
-1.38
-5.03
-10.36
-11.47
9.77
TRUSTMF Flexi Cap Fund
-0.52
-1.63
-7.58
-3.45
2.69
Whiteoak Capital Flexi Cap Fund
-0.21
-1.21
-6.67
-4.77
0.23
20.46
Helios Flexi Cap Fund
-0.36
-0.51
-8.43
-4.60
-1.58
20.72
Samco Flexi Cap Fund
-0.59
-2.74
-10.87
-8.86
-8.72
-3.93
DSP Flexi Cap Fund
-0.44
-0.78
-6.20
-7.63
-3.94
16.59
12.87
18.26
14.60
14.04
Edelweiss Flexi Cap Fund
-0.28
-1.00
-7.50
-7.13
-3.87
20.47
16.29
20.50
15.43
Navi Flexi Cap Fund
-0.24
-0.81
-6.04
-7.12
-5.35
9.27
11.18
16.05
Franklin India Flexi Cap Fund
-0.48
-1.57
-6.82
-6.53
-3.92
16.50
15.71
21.40
15.04
14.55
HDFC Flexi Cap Fund
-0.74
-0.94
-4.87
-4.55
-2.33
20.35
20.96
22.35
15.92
15.00
HSBC Flexi Cap Fund
-0.55
-1.40
-7.88
-6.26
-2.87
22.15
14.38
19.41
13.18
13.21
ICICI Prudential Flexicap Fund
-0.22
-0.81
-5.87
-7.77
-3.64
18.87
17.58
Bandhan Flexi Cap Fund
-0.19
-0.63
-4.69
-6.83
-5.21
13.88
10.45
15.08
10.82
11.37
Invesco India Flexi Cap Fund
-0.91
-2.58
-9.00
-5.85
0.65
26.54
ITI Flexi Cap Fund
-0.24
-0.61
-8.76
-8.48
-4.51
20.10
JM Flexicap Fund
-0.31
-0.32
-6.53
-6.64
-5.56
27.95
23.03
23.97
18.75
17.61
Kotak Flexicap Fund
-0.30
-0.30
-6.21
-5.49
-6.74
15.35
12.62
16.11
13.53
13.99
LIC MF Flexi Cap Fund
-0.34
-0.80
-6.42
-6.59
-4.13
16.71
12.15
14.21
11.07
9.58
Mahindra Manulife Flexi Cap Fund
-0.31
-1.04
-6.44
-6.46
-6.89
11.79
14.10
Mirae Asset Flexi Cap Fund
-0.30
-1.02
-5.32
-5.13
-2.72
15.10
Motilal Oswal Flexi Cap Fund
-0.86
-3.95
-10.35
-6.20
3.34
30.79
18.58
17.43
12.33
14.97
quant flexi cap fund
0.70
1.63
-3.70
-9.66
-12.85
11.96
17.16
31.55
20.09
19.00
Nippon India Flexi Cap Fund
-0.33
-1.26
-6.69
-8.15
-6.53
12.03
12.61
SBI Flexicap Fund
-0.49
-0.91
-5.83
-6.02
-4.34
11.72
10.40
15.77
12.29
13.82
SHRIRAM FLEXI CAP FUND
-0.01
-2.27
-9.19
-10.10
-11.88
7.26
11.43
15.05
Tata Flexi Cap Fund
-0.26
0.44
-4.09
-5.68
-3.11
13.09
11.20
15.94
Taurus Flexi Cap Fund
-0.46
-1.40
-6.32
-7.14
-7.56
12.17
12.18
14.10
9.17
9.35
Union Flexi Cap Fund
-0.28
-1.32
-7.18
-6.15
-3.82
11.79
11.76
18.87
14.89
12.18
UTI FLEXI CAP FUND
-0.30
-1.84
-6.35
-5.63
-0.38
13.42
4.66
15.31
13.48
12.37
PGIM India Flexi Cap Fund
-0.10
-0.93
-6.29
-5.18
-2.43
13.23
7.83
20.46
15.63
Axis Flexi Cap Fund
-0.54
-1.76
-7.02
-6.16
-2.00
18.69
8.39
15.34
15.20
Bajaj Finserv Flexi Cap Fund
-0.32
-1.26
-5.84
-6.31
-2.37
22.64
Nifty 500 Total Return Index
-0.10
-0.49
-6.07
-7.08
-6.21
12.35
12.31
17.68
13.44
13.23
12.29

As On: 17 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Flexi Cap Fund
3.58
17.32
18.05
16.27
14.80
15.22
Baroda BNP Paribas Flexi Cap Fund
2.66
BANK OF INDIA FLEXI CAP FUND
4.03
25.85
Canara Robeco Flexi Cap Fund
3.06
15.49
16.80
16.30
15.20
14.42
NJ Flexi Cap Fund
-7.99
TRUSTMF Flexi Cap Fund
Whiteoak Capital Flexi Cap Fund
9.54
Helios Flexi Cap Fund
6.46
Samco Flexi Cap Fund
-12.55
DSP Flexi Cap Fund
5.16
18.65
18.61
17.45
15.81
15.06
Edelweiss Flexi Cap Fund
4.99
20.77
21.08
18.46
Navi Flexi Cap Fund
-1.43
12.89
15.39
Franklin India Flexi Cap Fund
3.46
20.39
22.47
19.58
16.54
16.06
HDFC Flexi Cap Fund
7.42
23.32
25.71
21.63
18.30
16.44
HSBC Flexi Cap Fund
6.86
21.99
21.33
18.22
15.43
14.83
ICICI Prudential Flexicap Fund
3.13
19.87
Bandhan Flexi Cap Fund
1.77
15.52
16.61
14.59
12.67
13.78
Invesco India Flexi Cap Fund
11.13
ITI Flexi Cap Fund
2.43
JM Flexicap Fund
6.78
28.98
27.58
23.68
20.15
17.76
Kotak Flexicap Fund
1.33
16.30
17.23
15.67
14.53
15.21
LIC MF Flexi Cap Fund
4.82
17.32
16.45
14.61
12.35
11.04
Mahindra Manulife Flexi Cap Fund
-0.98
16.31
Mirae Asset Flexi Cap Fund
4.30
Motilal Oswal Flexi Cap Fund
16.30
28.21
22.08
17.75
15.27
quant flexi cap fund
-8.53
19.37
26.54
25.05
21.69
18.42
Nippon India Flexi Cap Fund
-0.62
16.66
SBI Flexicap Fund
1.31
13.65
15.92
14.72
13.73
14.35
SHRIRAM FLEXI CAP FUND
-9.53
13.10
14.46
Tata Flexi Cap Fund
3.55
15.71
15.86
Taurus Flexi Cap Fund
-0.71
16.51
17.01
14.25
11.91
11.25
Union Flexi Cap Fund
0.30
15.75
17.97
17.07
14.96
UTI FLEXI CAP FUND
7.30
12.13
13.37
13.82
13.38
13.79
PGIM India Flexi Cap Fund
3.16
12.89
16.26
16.74
Axis Flexi Cap Fund
5.78
15.46
15.05
14.64
Bajaj Finserv Flexi Cap Fund
7.60

As On: 17 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Flexi Cap Fund
4.43
18.29
19.05
17.24
15.80
Baroda BNP Paribas Flexi Cap Fund
3.97
BANK OF INDIA FLEXI CAP FUND
5.65
27.73
Canara Robeco Flexi Cap Fund
4.26
16.87
18.28
17.73
16.47
NJ Flexi Cap Fund
-6.45
TRUSTMF Flexi Cap Fund
Whiteoak Capital Flexi Cap Fund
11.16
Helios Flexi Cap Fund
8.19
Samco Flexi Cap Fund
-11.24
DSP Flexi Cap Fund
6.29
19.91
19.89
18.66
16.92
Edelweiss Flexi Cap Fund
6.68
22.72
23.11
20.41
Navi Flexi Cap Fund
0.47
15.06
17.66
Franklin India Flexi Cap Fund
4.29
21.34
23.42
20.48
17.46
HDFC Flexi Cap Fund
8.15
24.15
26.55
22.39
19.07
HSBC Flexi Cap Fund
7.70
22.99
22.47
19.34
16.48
ICICI Prudential Flexicap Fund
4.11
21.15
Bandhan Flexi Cap Fund
2.52
16.36
17.46
15.39
13.45
Invesco India Flexi Cap Fund
12.80
ITI Flexi Cap Fund
4.26
JM Flexicap Fund
8.36
30.66
28.99
24.90
21.32
Kotak Flexicap Fund
2.23
17.34
18.31
16.72
15.62
LIC MF Flexi Cap Fund
5.86
18.35
17.48
15.58
13.27
Mahindra Manulife Flexi Cap Fund
0.74
18.40
Mirae Asset Flexi Cap Fund
5.85
Motilal Oswal Flexi Cap Fund
17.36
29.30
23.11
18.73
16.24
quant flexi cap fund
-7.42
20.93
27.95
26.35
22.85
Nippon India Flexi Cap Fund
0.73
18.25
SBI Flexicap Fund
2.19
14.64
16.98
15.75
14.79
SHRIRAM FLEXI CAP FUND
-7.88
15.13
16.55
Tata Flexi Cap Fund
4.92
17.22
17.45
Taurus Flexi Cap Fund
-0.64
16.58
17.07
14.32
12.05
Union Flexi Cap Fund
1.51
17.14
19.32
18.26
16.01
UTI FLEXI CAP FUND
8.03
12.94
14.24
14.66
14.14
PGIM India Flexi Cap Fund
4.57
14.48
18.15
18.70
Axis Flexi Cap Fund
6.89
16.66
16.35
16.01
Bajaj Finserv Flexi Cap Fund
9.23

Performance Indicators


Calculated On: 31 December 2024

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Flexi Cap Fund -16.35 -14.68 -6.77 13.48 9.47
Bank Of India Flexi Cap Fund -18.31 -16.23 -6.37 15.09 10.34
Canara Robeco Flexi Cap Fund -14.47 -14.42 -6.27 12.51 8.58
Dsp Flexi Cap Fund -17.65 -18.04 -7.22 14.44 9.59
Edelweiss Flexi Cap Fund -15.71 -12.89 -5.70 13.55 9.37
Navi Flexi Cap Fund -16.04 -14.00 -5.71 13.17 8.93
Franklin India Flexi Cap Fund -17.50 -11.71 -5.70 12.70 8.99
Hdfc Flexi Cap Fund -13.09 -6.00 -4.29 12.22 8.65
Hsbc Flexi Cap Fund -18.38 -17.35 -8.20 13.54 9.63
Icici Prudential Flexicap Fund -11.19 -8.14 -4.90 12.00 8.35
Bandhan Flexi Cap Fund -14.83 -15.48 -8.88 13.27 9.11
Jm Flexicap Fund -10.95 -10.05 -4.15 13.69 9.21
Kotak Flexicap Fund -17.41 -11.24 -5.26 12.91 9.09
Lic Mf Flexi Cap Fund -17.58 -13.68 -5.62 12.72 8.58
Mahindra Manulife Flexi Cap Fund -16.39 -11.90 -6.34 13.39 9.33
Motilal Oswal Flexi Cap Fund -18.32 -14.80 -10.37 13.97 10.28
None -13.80 -14.65 -4.58 11.08 8.27
Quant Flexi Cap Fund -21.00 -13.54 -6.12 17.02 12.09
Nippon India Flexi Cap Fund -18.39 -12.24 -5.73 13.34 9.41
Sbi Flexicap Fund -12.93 -10.85 -3.89 11.79 8.10
Shriram Flexi Cap Fund -15.29 -12.09 -4.69 13.12 8.73
Tata Flexi Cap Fund -14.72 -13.90 -4.97 12.40 8.47
Taurus Flexi Cap Fund -20.89 -13.30 -5.31 15.31 10.89
Union Flexi Cap Fund -15.38 -14.63 -5.99 12.21 8.64
Uti Flexi Cap Fund -20.82 -21.58 -10.37 14.50 9.80
Pgim India Flexi Cap Fund -17.05 -17.91 -5.93 13.27 9.23
Axis Flexi Cap Fund -19.78 -19.57 -8.54 13.69 9.60

Calculated On: 31 December 2024

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
Aditya Birla Sun Life Flexi Cap Fund
0.45
0.24
0.54
0.37
-1.04
0.97
0.96
0.06
1.13
-1.6100
Bank Of India Flexi Cap Fund
0.84
0.46
0.78
0.39
5.13
1.02
0.86
0.12
1.54
5.3600
Canara Robeco Flexi Cap Fund
0.38
0.21
0.49
0.40
-1.38
0.90
0.95
0.05
1.05
-3.1800
Dsp Flexi Cap Fund
0.45
0.25
0.49
0.42
-0.94
0.99
0.88
0.07
1.14
-0.7000
Edelweiss Flexi Cap Fund
0.72
0.39
0.76
0.38
3.20
0.95
0.95
0.10
1.42
1.6800
Navi Flexi Cap Fund
0.30
0.17
0.46
0.37
-2.75
0.92
0.94
0.04
0.96
-2.6600
Franklin India Flexi Cap Fund
0.84
0.44
0.84
0.37
4.69
0.91
0.95
0.12
1.54
3.5500
Hdfc Flexi Cap Fund
1.27
0.70
1.46
0.39
10.58
0.86
0.91
0.18
1.98
8.6100
Hsbc Flexi Cap Fund
0.69
0.35
0.62
0.40
2.63
0.95
0.92
0.10
1.39
2.1500
Icici Prudential Flexicap Fund
0.92
0.50
1.03
0.40
6.26
0.83
0.89
0.13
1.62
3.1200
Bandhan Flexi Cap Fund
0.34
0.18
0.46
0.43
-2.25
0.93
0.93
0.05
1.01
-4.1900
Jm Flexicap Fund
1.28
0.80
1.27
0.35
11.76
0.92
0.86
0.19
1.99
11.6000
Kotak Flexicap Fund
0.55
0.28
0.68
0.39
0.77
0.92
0.94
0.08
1.24
-1.0500
Lic Mf Flexi Cap Fund
0.51
0.27
0.58
0.39
0.57
0.88
0.89
0.07
1.19
-1.0300
Mahindra Manulife Flexi Cap Fund
0.54
0.28
0.67
0.41
0.31
0.96
0.95
0.08
1.23
-0.1700
Motilal Oswal Flexi Cap Fund
1.04
0.52
0.90
0.40
9.47
0.85
0.70
0.17
1.74
6.8000
None
0.78
0.37
0.65
0.37
5.34
0.71
0.78
0.12
1.48
1.5900
Quant Flexi Cap Fund
0.61
0.32
0.77
0.37
1.53
1.11
0.80
0.09
1.32
3.8400
Nippon India Flexi Cap Fund
0.54
0.28
0.66
0.39
0.56
0.94
0.93
0.08
1.23
0.1000
Sbi Flexicap Fund
0.39
0.20
0.56
0.39
-0.74
0.83
0.95
0.05
1.05
-3.4100
Shriram Flexi Cap Fund
0.50
0.28
0.63
0.40
0.41
0.90
0.89
0.07
1.18
-0.4700
Tata Flexi Cap Fund
0.31
0.17
0.46
0.35
-1.86
0.86
0.90
0.05
0.98
-4.2200
Taurus Flexi Cap Fund
0.53
0.27
0.66
0.41
-0.07
1.04
0.88
0.08
1.22
1.4300
Union Flexi Cap Fund
0.49
0.25
0.54
0.38
0.33
0.86
0.93
0.07
1.17
-1.7800
Uti Flexi Cap Fund
-0.10
-0.01
0.17
0.41
-8.82
0.95
0.80
-0.01
0.52
-9.7800
Pgim India Flexi Cap Fund
0.11
0.08
0.30
0.37
-5.15
0.91
0.88
0.02
0.76
-6.6700
Axis Flexi Cap Fund
0.19
0.11
0.33
0.40
-4.26
0.94
0.88
0.03
0.85
-7.0200

Fund Name 1Y
Invested Amount: 12,000 		3Y
Invested Amount: 36,000 		5Y
Invested Amount: 60,000 		7Y
Invested Amount: 84,000 		10Y
Invested Amount: 1,20,000 		15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Flexi Cap Fund 13,750.80 12,231.73 49,417.20 46,518.01 126,360.00 94,177.92 187,194.00 150,105.73 411,036.00 260,440.44 1,142,982.00 628,903.62
Baroda BNP Paribas Flexi Cap Fund 13,839.60 12,172.44
BANK OF INDIA FLEXI CAP FUND 14,571.60 12,260.50 58,183.20 52,374.85
Canara Robeco Flexi Cap Fund 13,654.80 12,198.06 47,347.20 45,321.19 129,720.00 91,343.22 209,756.40 150,279.02 394,980.00 266,047.80 1,153,494.00 586,569.06
NJ Flexi Cap Fund 12,967.20 11,473.66
TRUSTMF Flexi Cap Fund
Whiteoak Capital Flexi Cap Fund 14,248.80 12,611.93
Helios Flexi Cap Fund 14,272.80 12,416.40
Samco Flexi Cap Fund 11,361.60 11,166.74
DSP Flexi Cap Fund 13,848.00 12,333.46 50,140.80 47,400.01 131,604.00 95,485.14 203,498.40 156,557.94 408,084.00 274,982.64 1,153,674.00 620,571.24
Edelweiss Flexi Cap Fund 14,234.40 12,322.33 53,917.20 48,830.40 140,112.00 101,391.84 204,346.80 162,329.92
Navi Flexi Cap Fund 12,871.20 11,906.62 46,735.20 43,656.55 114,762.00 88,222.08
Franklin India Flexi Cap Fund 13,873.20 12,223.76 54,504.00 48,570.55 152,370.00 104,855.58 211,806.00 168,937.69 426,828.00 285,958.08 1,372,770.00 676,814.76
HDFC Flexi Cap Fund 14,344.80 12,477.31 62,452.80 50,587.52 159,372.00 113,375.04 225,506.40 181,675.70 451,740.00 314,451.96 1,372,752.00 699,935.76
HSBC Flexi Cap Fund 14,550.00 12,442.16 52,437.60 49,667.11 138,492.00 102,017.16 186,740.40 160,939.38 379,236.00 269,419.68 1,152,396.00 608,254.02
ICICI Prudential Flexicap Fund 14,132.40 12,202.98 56,502.00 48,215.12
Bandhan Flexi Cap Fund 13,568.40 12,115.04 47,473.20 45,337.14 116,898.00 90,924.84 164,068.80 141,381.41 328,320.00 232,395.24 1,237,068.00 554,986.80
Invesco India Flexi Cap Fund 14,967.60 12,712.76
ITI Flexi Cap Fund 14,172.00 12,157.60
JM Flexicap Fund 15,129.60 12,436.84 64,796.40 54,638.75 167,166.00 118,545.42 262,096.80 195,374.09 544,092.00 347,554.56 1,148,346.00 785,802.60
Kotak Flexicap Fund 13,723.20 12,086.14 50,061.60 45,845.46 120,864.00 92,304.24 191,108.40 146,908.61 402,492.00 256,721.04 1,272,744.00 628,448.04
LIC MF Flexi Cap Fund 13,874.40 12,311.23 49,503.60 46,515.38 111,534.00 90,563.82 165,152.40 141,467.34 276,456.00 228,460.32 679,932.00 439,099.38
Mahindra Manulife Flexi Cap Fund 13,190.40 11,936.16 50,608.80 45,852.66
Mirae Asset Flexi Cap Fund 13,612.80 12,277.85
Motilal Oswal Flexi Cap Fund 15,560.40 13,036.51 58,507.20 54,074.77 128,214.00 103,879.56 178,105.20 158,254.99 442,596.00 267,042.60
quant flexi cap fund 13,282.80 11,437.27 55,782.00 47,877.52 224,850.00 115,644.42 282,450.00 205,116.91 627,444.00 377,693.28 944,172.00 832,296.24
Nippon India Flexi Cap Fund 13,269.60 11,959.75 49,280.40 46,079.93
SBI Flexicap Fund 13,293.60 12,085.16 47,188.80 44,138.84 119,226.00 89,397.00 177,147.60 142,025.77 398,388.00 245,923.44 1,037,808.00 583,218.90
SHRIRAM FLEXI CAP FUND 12,651.60 11,370.36 47,246.40 43,788.10 110,628.00 86,236.62
Tata Flexi Cap Fund 13,398.00 12,229.98 47,588.40 45,459.40 116,964.00 89,251.32
Taurus Flexi Cap Fund 13,450.80 11,953.87 50,749.20 45,985.46 115,656.00 91,802.58 154,316.40 139,676.63 282,972.00 223,073.88 766,566.00 447,028.38
Union Flexi Cap Fund 13,257.60 12,019.57 48,513.60 45,489.82 135,288.00 94,005.42 208,303.20 154,437.44 346,488.00 262,606.68
UTI FLEXI CAP FUND 13,516.80 12,470.04 40,334.40 43,173.43 117,822.00 83,931.00 194,014.80 137,506.49 362,364.00 241,336.80 1,113,696.00 555,490.80
PGIM India Flexi Cap Fund 13,407.60 12,204.66 43,214.40 43,651.40 140,028.00 90,132.18 205,363.20 152,625.23
Axis Flexi Cap Fund 14,101.20 12,373.01 44,391.60 45,296.68 115,422.00 87,499.56 206,446.80 141,621.90
Bajaj Finserv Flexi Cap Fund 14,493.60 12,489.16

Fund Name 1Y
Invested Amount: 12,000 		3Y
Invested Amount: 36,000 		5Y
Invested Amount: 60,000 		7Y
Invested Amount: 84,000 		10Y
Invested Amount: 1,20,000 		15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Flexi Cap Fund 13,862.40 12,286.22 50,655.60 47,158.96 131,796.00 96,508.38 199,172.40 155,410.50 450,468.00 274,860.84
Baroda BNP Paribas Flexi Cap Fund 14,010.00 12,256.50
BANK OF INDIA FLEXI CAP FUND 14,793.60 12,364.49 60,858.00 53,729.24
Canara Robeco Flexi Cap Fund 13,809.60 12,275.74 49,114.80 46,220.47 138,216.00 94,709.16 227,270.40 158,138.82 435,948.00 284,886.00
NJ Flexi Cap Fund 13,172.40 11,576.34
TRUSTMF Flexi Cap Fund
Whiteoak Capital Flexi Cap Fund 14,455.20 12,714.41
Helios Flexi Cap Fund 14,486.40 12,526.52
Samco Flexi Cap Fund 11,528.40 11,255.03
DSP Flexi Cap Fund 13,990.80 12,405.46 51,760.80 48,242.38 138,786.00 98,507.40 218,022.00 163,467.70 446,244.00 291,820.56
Edelweiss Flexi Cap Fund 14,456.40 12,430.24 56,613.60 50,172.44 152,412.00 106,502.76 229,378.80 173,981.05
Navi Flexi Cap Fund 13,112.40 12,030.78 49,478.40 45,040.68 126,300.00 93,291.24
Franklin India Flexi Cap Fund 13,980.00 12,277.19 55,764.00 49,216.18 158,214.00 107,299.68 223,994.40 174,438.68 466,608.00 300,437.64
HDFC Flexi Cap Fund 14,442.00 12,524.26 63,712.80 51,171.12 164,526.00 115,675.44 236,258.40 186,660.77 485,376.00 327,721.56
HSBC Flexi Cap Fund 14,658.00 12,495.55 53,874.00 50,358.56 145,644.00 104,877.48 199,869.60 167,466.26 414,924.00 284,979.24
ICICI Prudential Flexicap Fund 14,264.40 12,265.49 58,514.40 49,087.55
Bandhan Flexi Cap Fund 13,665.60 12,163.51 48,502.80 45,884.30 121,116.00 92,836.38 172,410.00 145,484.89 352,356.00 242,276.40
Invesco India Flexi Cap Fund 15,184.80 12,817.30
ITI Flexi Cap Fund 14,412.00 12,275.16
JM Flexicap Fund 15,354.00 12,537.06 67,039.20 55,879.67 175,686.00 122,600.88 279,778.80 204,012.40 607,704.00 370,264.80
Kotak Flexicap Fund 13,842.00 12,144.77 51,422.40 46,528.96 126,606.00 94,781.34 204,195.60 152,560.97 444,552.00 272,123.76
LIC MF Flexi Cap Fund 14,005.20 12,377.82 50,785.20 47,197.91 116,604.00 92,872.62 175,190.40 146,450.39 299,628.00 239,939.04
Mahindra Manulife Flexi Cap Fund 13,414.80 12,047.93 53,470.80 47,234.20
Mirae Asset Flexi Cap Fund 13,812.00 12,377.18
Motilal Oswal Flexi Cap Fund 15,694.80 13,102.12 60,022.80 54,872.53 134,004.00 106,496.88 189,529.20 163,847.04 484,092.00 281,358.24
quant flexi cap fund 13,435.20 11,511.48 57,898.80 48,941.17 236,418.00 119,608.56 302,551.20 214,804.80 683,148.00 402,106.68
Nippon India Flexi Cap Fund 13,443.60 12,047.18 51,404.40 47,133.86
SBI Flexicap Fund 13,406.40 12,141.88 48,438.00 44,770.86 124,758.00 91,746.18 189,134.40 147,368.68 438,012.00 260,301.24
SHRIRAM FLEXI CAP FUND 12,871.20 11,480.56 49,809.60 45,088.49 120,942.00 90,773.52
Tata Flexi Cap Fund 13,570.80 12,317.72 49,496.40 46,449.68 125,682.00 92,798.04
Taurus Flexi Cap Fund 13,460.40 11,958.28 50,821.20 46,026.97 116,046.00 91,944.78 155,198.40 140,029.34 293,244.00 224,807.40
Union Flexi Cap Fund 13,414.80 12,098.03 50,248.80 46,394.03 142,386.00 97,143.84 221,953.20 161,180.38 378,684.00 277,853.76
UTI FLEXI CAP FUND 13,610.40 12,516.29 41,270.40 43,688.02 122,328.00 85,767.24 203,532.00 141,700.19 385,284.00 251,423.40
PGIM India Flexi Cap Fund 13,587.60 12,295.39 45,140.40 44,665.52 152,166.00 94,402.26 232,176.00 163,675.60
Axis Flexi Cap Fund 14,242.80 12,443.64 45,842.40 46,079.89 122,454.00 90,330.72 226,119.60 148,719.40
Bajaj Finserv Flexi Cap Fund 14,716.80 12,592.33