Best Felxi Cap Mutual Funds January 2025

  • Parag Parikh 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 16.05% in 1 year, 18.14% in 3 years, 22.99% in 5 years and 17.24% in 10 years. The category average for the same periods is 8.08%, 13.79%, 16.22% and 12.37% respectively, which shows very good return performance of fund in the category. The fund has …
  • Motilal Oswal Flexi Cap Fund has exhibited 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 22.55% in 1 year, 19.8% in 3 years, 14.89% in 5 years and 12.83% in 10 years. The category average for the same periods is 8.08%, 13.79%, 16.22% and 12.37% respectively, which shows good return performance of fund in the category. The fund has exhibited …
  • HDFC Flexi Cap Fund is the top performing fund in the Flexi Cap Fund category. The fund has delivered return of 15.38% in 1 year, 22.39% in 3 years, 22.06% in 5 years and 14.07% in 10 years. The category average for the same periods is 8.08%, 13.79%, 16.22% and 12.37% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 12.54, VaR of -13.09, Average Drawdown of -4.85, Semi Deviation …
  • Franklin India Flexi Cap 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 10.42% in 1 year, 16.98% in 3 years, 20.0% in 5 years and 12.9% in 10 years. The category average for the same periods is 8.08%, 13.79%, 16.22% and 12.37% respectively, which shows very good return performance of fund in the category. The fund has exhibited …
  • ICICI Prudential Flexicap Fund has exhibited very good performance in the Flexi Cap Fund category. The fund has rank of 5 out of 27 funds in the category. The fund has delivered return of 10.31% in 1 year and 17.49% in 3 years. The category average for the same periods is 8.08% and 13.79% respectively, which shows poor return performance of fund in the category. The fund has exhibited standard deviation of 12.54, VaR of -15.16, Average Drawdown of -5.76, …
  • JM Flexicap Fund has shown 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 13.02% in 1 year, 22.91% in 3 years, 20.87% in 5 years and 15.29% in 10 years. The category average for the same periods is 8.08%, 13.79%, 16.22% and 12.37% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard …

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
15.38% 22.39% 22.06% 15.74% 14.07% 16.16% 23.20% 22.84% 16.50% 14.89% 12.54% -6.98% -13.09% 8.81% 0.88 0.58 1.06
2
16.05% 18.14% 22.99% 19.23% 17.24% 16.88% 19.12% 24.09% 20.23% 18.12% 10.99% -12.54% -13.95% 7.21% 0.70 0.41 0.87
3
13.02% 22.91% 20.87% 17.15% 15.29% 14.67% 24.32% 22.09% 18.26% 16.58% 14.81% -11.53% -15.44% 9.02% 0.97 0.54 0.99
4
22.55% 19.80% 14.89% 11.10% 12.83% 23.61% 20.83% 15.91% 12.09% 13.84% 15.81% -12.73% -21.41% 5.68% 0.92 0.32 0.69
5
10.31% 17.49% % % % 11.36% 18.83% % % % 12.54% -12.00% -15.16% 5.09% 0.84 0.39 0.75
6
10.42% 16.98% 20.00% 14.24% 12.90% 11.27% 17.88% 20.91% 15.16% 13.91% 13.39% -12.57% -18.13% 2.91% 0.94 0.32 0.63
7
11.68% 15.93% 17.17% 13.33% % 13.42% 17.82% 19.16% 15.22% % 14.29% -12.48% -19.92% 1.51% 0.99 0.28 0.55
8
6.70% 17.71% % % % 8.34% 19.50% % % % 16.16% -15.44% -20.91% 2.77% 1.06 0.32 0.61
9
9.53% 14.80% 16.46% 11.82% 11.10% 10.34% 15.82% 17.63% 12.91% 12.11% 14.54% -16.35% -21.76% 0.67% 0.99 0.24 0.48
10
10.20% 12.93% 13.76% % % 11.62% 14.41% 15.40% % % 12.28% -11.21% -14.72% 0.28% 0.83 0.20 0.38
11
9.83% 13.69% 14.27% 12.43% 12.19% 10.78% 14.71% 15.34% 13.50% 13.32% 13.32% -11.94% -18.38% 0.39% 0.92 0.23 0.44
12
10.14% 13.62% 15.17% 12.17% 12.52% 11.03% 14.56% 16.14% 13.16% 13.56% 13.75% -13.31% -17.80% -0.73% 0.97 0.21 0.39
13
12.11% 14.03% 15.27% 13.51% 12.43% 13.27% 15.24% 16.50% 14.64% 13.44% 14.80% -15.98% -18.32% -0.85% 1.00 0.21 0.38
14
8.15% 11.41% 14.28% 11.53% 12.12% 9.07% 12.38% 15.32% 12.58% 13.19% 12.07% -10.93% -15.76% -0.91% 0.84 0.16 0.31
15
6.11% 14.38% % % % 7.90% 16.47% % % % 13.75% -11.54% -18.79% 0.24% 0.96 0.24 0.45
16
9.11% 11.71% 15.18% 13.75% 12.02% 10.36% 13.08% 16.65% 15.07% 13.13% 12.93% -13.62% -17.18% -1.73% 0.90 0.16 0.28
17
11.85% 9.84% 12.30% 13.31% % 13.04% 11.02% 13.65% 14.79% % 13.85% -15.61% -19.78% -3.65% 0.93 0.10 0.16
18
10.62% 12.75% 13.37% 10.37% 10.29% 11.42% 13.56% 14.17% 11.15% 11.07% 13.42% -14.22% -16.59% -1.47% 0.92 0.17 0.31
19
6.56% 11.89% 11.50% 9.65% 7.74% 7.59% 12.85% 12.50% 10.58% 8.62% 13.51% -12.96% -20.15% -0.98% 0.91 0.18 0.33
20
3.88% 12.59% 16.60% 13.52% 10.56% 5.09% 13.92% 17.81% 14.57% 11.55% 12.76% -11.74% -17.41% -0.17% 0.88 0.19 0.38
21
-3.38% 16.35% 28.68% 18.03% 17.67% -2.25% 17.86% 29.97% 19.20% 18.69% 17.45% -16.41% -21.90% 1.05% 1.12 0.27 0.52
22
4.47% 13.92% 13.34% 9.09% 8.14% 4.55% 13.98% 13.42% 9.17% 8.53% 15.83% -13.30% -20.89% -1.56% 1.06 0.20 0.37
23
5.61% 13.54% % % % 6.99% 15.14% % % % 14.00% -12.31% -19.46% -0.93% 0.96 0.19 0.37
24
12.14% 7.62% 13.17% 12.83% 11.14% 12.91% 8.44% 14.02% 13.61% 11.83% 14.21% -16.95% -20.47% -6.59% 0.93 0.01 -0.04
25
7.70% 9.12% 17.64% 13.74% % 9.15% 10.70% 19.59% 15.72% % 13.62% -16.05% -17.20% -4.97% 0.92 0.05 0.06
26
2.11% 10.93% 12.68% % % 4.03% 13.06% 14.86% % % 13.45% -11.94% -16.54% -2.48% 0.93 0.14 0.24
27
-4.62% 10.26% 11.48% % % -2.95% 12.21% 13.48% % % 15.51% -17.26% -20.49% -4.81% 0.99 0.08 0.12

Return Calculated On: 13 February 2025

Ratios Calculated On: 31 January 2025

As On: 13 February 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Flexi Cap Fund
0.02
-2.59
-1.47
-4.01
-4.57
10.14
13.62
15.17
12.17
12.52
13.61
Baroda BNP Paribas Flexi Cap Fund
-0.32
-4.34
-4.89
-7.67
-9.86
6.41
BANK OF INDIA FLEXI CAP FUND
-0.16
-5.65
-5.27
-9.25
-12.57
6.70
17.71
Canara Robeco Flexi Cap Fund
-0.08
-3.35
-1.89
-4.50
-5.59
9.11
11.71
15.18
13.75
12.02
13.45
NJ Flexi Cap Fund
-0.40
-4.57
-5.30
-8.35
-16.92
-1.65
TRUSTMF Flexi Cap Fund
-0.28
-4.30
-4.47
-4.64
-3.17
Whiteoak Capital Flexi Cap Fund
0.06
-3.83
-2.79
-4.08
-3.06
12.31
Helios Flexi Cap Fund
-0.24
-5.25
-3.51
-6.65
-6.30
10.39
Samco Flexi Cap Fund
-0.31
-5.08
-12.44
-15.27
-19.55
-18.33
-0.64
DSP Flexi Cap Fund
0.09
-3.77
-1.92
-5.58
-5.98
12.11
14.03
15.27
13.51
12.43
13.58
Edelweiss Flexi Cap Fund
0.09
-3.40
-2.93
-6.43
-7.20
11.68
15.93
17.17
13.33
Navi Flexi Cap Fund
0.22
-3.74
-2.99
-6.32
-9.40
2.11
10.93
12.68
Franklin India Flexi Cap Fund
0.02
-3.01
-2.09
-4.30
-5.80
10.42
16.98
20.00
14.24
12.90
14.86
HDFC Flexi Cap Fund
0.16
-2.05
-0.32
-2.21
-1.39
15.38
22.39
22.06
15.74
14.07
15.03
HSBC Flexi Cap Fund
-0.12
-4.63
-4.59
-7.34
-7.67
9.53
14.80
16.46
11.82
11.10
13.26
ICICI Prudential Flexicap Fund
-0.35
-4.41
-1.23
-5.16
-7.90
10.31
17.49
Bandhan Flexi Cap Fund
0.19
-2.66
-0.54
-2.80
-5.24
10.62
12.75
13.37
10.37
10.29
14.09
Invesco India Flexi Cap Fund
0.12
-4.88
-5.04
-6.38
-5.26
14.35
ITI Flexi Cap Fund
-0.38
-4.13
-3.89
-8.14
-9.34
7.48
JM Flexicap Fund
-0.30
-4.72
-3.83
-6.68
-10.68
13.02
22.91
20.87
17.15
15.29
13.49
Kotak Flexicap Fund
-0.06
-2.76
-1.14
-3.96
-6.88
9.83
13.69
14.27
12.43
12.19
14.36
LIC MF Flexi Cap Fund
-0.04
-5.16
-4.94
-6.78
-9.60
6.56
11.89
11.50
9.65
7.74
9.43
Mahindra Manulife Flexi Cap Fund
-0.29
-3.60
-1.78
-3.87
-8.07
6.11
14.38
Mirae Asset Flexi Cap Fund
-0.21
-4.21
-2.18
-3.08
-4.58
7.73
Motilal Oswal Flexi Cap Fund
0.13
-2.27
-4.27
-4.21
-1.01
22.55
19.80
14.89
11.10
12.83
Parag Parikh Flexi Cap Fund
0.28
-1.78
1.24
0.53
3.36
16.05
18.14
22.99
19.23
17.24
quant flexi cap fund
-0.06
-3.91
-2.15
-7.83
-16.42
-3.38
16.35
28.68
18.03
17.67
11.88
Nippon India Flexi Cap Fund
0.13
-3.66
-2.73
-5.66
-9.21
5.61
13.54
SBI Flexicap Fund
0.26
-3.03
-0.70
-2.62
-4.92
8.15
11.41
14.28
11.53
12.12
12.85
SHRIRAM FLEXI CAP FUND
0.10
-3.67
-4.98
-8.63
-14.66
-4.62
10.26
11.48
Tata Flexi Cap Fund
0.35
-3.55
0.43
-2.91
-4.35
10.20
12.93
13.76
Taurus Flexi Cap Fund
-0.26
-3.42
-2.52
-4.45
-8.49
4.47
13.92
13.34
9.09
8.14
10.46
Union Flexi Cap Fund
0.09
-3.38
-2.71
-4.31
-6.64
3.88
12.59
16.60
13.52
10.56
UTI FLEXI CAP FUND
0.03
-3.66
-1.24
-2.76
-2.72
12.14
7.62
13.17
12.83
11.14
13.34
PGIM India Flexi Cap Fund
-0.06
-3.64
-1.14
-2.72
-4.72
7.70
9.12
17.64
13.74
Axis Flexi Cap Fund
0.04
-3.52
-2.97
-4.37
-4.90
11.85
9.84
12.30
13.31
Bajaj Finserv Flexi Cap Fund
-0.40
-4.08
-3.46
-5.22
-6.12
13.98
Nifty 500 Total Return Index
-0.01
-3.48
-1.44
-4.42
-7.59
6.73
14.39
17.08
13.42
12.54
12.73

As On: 13 February 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Tata Flexi Cap Fund
0.35
-3.53
0.54
-2.60
-3.73
11.62
14.41
15.40
Nippon India Flexi Cap Fund
0.13
-3.63
-2.62
-5.36
-8.62
6.99
15.14
Nifty 500 Total Return Index
-0.01
-3.48
-1.44
-4.42
-7.59
6.73
14.39
17.08
13.42
12.54
12.73
Aditya Birla Sun Life Flexi Cap Fund
0.02
-2.58
-1.41
-3.83
-4.19
11.03
14.56
16.14
13.16
13.56
Baroda BNP Paribas Flexi Cap Fund
-0.32
-4.32
-4.79
-7.38
-9.30
7.72
BANK OF INDIA FLEXI CAP FUND
-0.15
-5.62
-5.16
-8.91
-11.90
8.34
19.50
Canara Robeco Flexi Cap Fund
-0.07
-3.33
-1.80
-4.23
-5.05
10.36
13.08
16.65
15.07
13.13
NJ Flexi Cap Fund
-0.47
-4.54
-5.17
-8.03
-16.36
-0.08
TRUSTMF Flexi Cap Fund
-0.37
-4.33
-4.33
-4.33
-2.34
Whiteoak Capital Flexi Cap Fund
0.07
-3.81
-2.68
-3.74
-2.37
13.92
Helios Flexi Cap Fund
-0.15
-5.15
-3.37
-6.25
-5.57
12.09
Samco Flexi Cap Fund
-0.39
-5.05
-12.35
-14.99
-18.99
-17.14
0.83
DSP Flexi Cap Fund
0.09
-3.75
-1.84
-5.33
-5.49
13.27
15.24
16.50
14.64
13.44
Edelweiss Flexi Cap Fund
0.09
-3.37
-2.80
-6.07
-6.48
13.42
17.82
19.16
15.22
Navi Flexi Cap Fund
0.22
-3.71
-2.83
-5.88
-8.55
4.03
13.06
14.86
Franklin India Flexi Cap Fund
0.03
-3.00
-2.02
-4.11
-5.43
11.27
17.88
20.91
15.16
13.91
HDFC Flexi Cap Fund
0.16
-2.04
-0.27
-2.05
-1.06
16.16
23.20
22.84
16.50
14.89
HSBC Flexi Cap Fund
-0.12
-4.61
-4.53
-7.16
-7.31
10.34
15.82
17.63
12.91
12.11
ICICI Prudential Flexicap Fund
-0.40
-4.44
-1.23
-5.01
-7.54
11.36
18.83
Bandhan Flexi Cap Fund
0.19
-2.65
-0.48
-2.62
-4.90
11.42
13.56
14.17
11.15
11.07
Invesco India Flexi Cap Fund
0.06
-4.87
-4.98
-6.10
-4.66
15.94
ITI Flexi Cap Fund
-0.37
-4.10
-3.74
-7.72
-8.55
9.34
JM Flexicap Fund
-0.30
-4.69
-3.73
-6.38
-10.07
14.67
24.32
22.09
18.26
16.58
Kotak Flexicap Fund
-0.06
-2.74
-1.07
-3.76
-6.47
10.78
14.71
15.34
13.50
13.32
LIC MF Flexi Cap Fund
-0.04
-5.14
-4.86
-6.55
-9.17
7.59
12.85
12.50
10.58
8.62
Mahindra Manulife Flexi Cap Fund
-0.28
-3.57
-1.65
-3.47
-7.30
7.90
16.47
Mirae Asset Flexi Cap Fund
-0.21
-4.19
-2.06
-2.73
-3.89
9.31
Motilal Oswal Flexi Cap Fund
0.13
-2.25
-4.21
-4.00
-0.57
23.61
20.83
15.91
12.09
13.84
Parag Parikh Flexi Cap Fund
0.28
-1.76
1.30
0.71
3.72
16.88
19.12
24.09
20.23
18.12
quant flexi cap fund
-0.06
-3.89
-2.05
-7.55
-15.92
-2.25
17.86
29.97
19.20
18.69
SBI Flexicap Fund
0.26
-3.02
-0.63
-2.41
-4.52
9.07
12.38
15.32
12.58
13.19
SHRIRAM FLEXI CAP FUND
0.10
-3.64
-4.85
-8.24
-13.94
-2.95
12.21
13.48
Taurus Flexi Cap Fund
-0.26
-3.41
-2.51
-4.43
-8.47
4.55
13.98
13.42
9.17
8.53
Union Flexi Cap Fund
0.10
-3.36
-2.62
-4.03
-6.11
5.09
13.92
17.81
14.57
11.55
UTI FLEXI CAP FUND
0.03
-3.65
-1.18
-2.61
-2.42
12.91
8.44
14.02
13.61
11.83
PGIM India Flexi Cap Fund
-0.08
-3.63
-1.04
-2.40
-4.09
9.15
10.70
19.59
15.72
Axis Flexi Cap Fund
0.08
-3.46
-2.85
-4.09
-4.40
13.04
11.02
13.65
14.79
Bajaj Finserv Flexi Cap Fund
-0.39
-4.05
-3.34
-4.88
-5.46
15.73

As On: 13 February 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Flexi Cap Fund
-2.30
15.15
16.41
15.26
14.15
14.69
Baroda BNP Paribas Flexi Cap Fund
-10.29
BANK OF INDIA FLEXI CAP FUND
-13.49
18.57
Canara Robeco Flexi Cap Fund
-4.05
12.94
14.87
15.06
14.43
13.83
NJ Flexi Cap Fund
-17.64
TRUSTMF Flexi Cap Fund
Whiteoak Capital Flexi Cap Fund
-0.46
Helios Flexi Cap Fund
-5.66
Samco Flexi Cap Fund
-32.49
-4.31
DSP Flexi Cap Fund
-2.76
15.74
16.56
16.14
14.98
14.43
Edelweiss Flexi Cap Fund
-5.26
16.91
18.51
16.85
Navi Flexi Cap Fund
-9.44
9.47
13.01
Tata Flexi Cap Fund
-0.53
14.11
14.58
Franklin India Flexi Cap Fund
-3.07
17.88
20.57
18.48
15.85
15.51
HDFC Flexi Cap Fund
4.02
22.13
24.73
21.14
18.03
16.16
HSBC Flexi Cap Fund
-7.01
16.85
17.98
16.10
14.05
13.85
ICICI Prudential Flexicap Fund
-4.71
16.81
Bandhan Flexi Cap Fund
-2.46
14.02
15.43
13.88
12.20
13.32
Invesco India Flexi Cap Fund
-2.84
ITI Flexi Cap Fund
-9.44
JM Flexicap Fund
-6.46
23.70
24.30
21.58
18.82
16.86
Kotak Flexicap Fund
-5.57
13.70
15.37
14.47
13.77
14.60
LIC MF Flexi Cap Fund
-9.37
11.83
13.01
12.31
10.86
10.16
Mahindra Manulife Flexi Cap Fund
-6.53
13.90
Mirae Asset Flexi Cap Fund
-3.54
Motilal Oswal Flexi Cap Fund
3.53
24.07
19.56
16.16
14.19
Parag Parikh Flexi Cap Fund
9.84
22.01
22.29
21.70
19.69
quant flexi cap fund
-18.96
14.30
22.72
22.77
20.25
17.47
Nippon India Flexi Cap Fund
-8.56
13.32
SBI Flexicap Fund
-2.56
12.09
14.62
13.93
13.21
14.03
SHRIRAM FLEXI CAP FUND
-19.67
8.39
11.34
Taurus Flexi Cap Fund
-7.71
13.67
15.08
13.04
11.12
10.65
Union Flexi Cap Fund
-7.42
12.57
15.66
15.60
14.06
UTI FLEXI CAP FUND
1.62
10.46
11.88
12.86
12.79
13.29
PGIM India Flexi Cap Fund
-3.04
10.61
14.33
15.57
Axis Flexi Cap Fund
-3.66
12.29
12.80
13.11
Bajaj Finserv Flexi Cap Fund
-2.32

As On: 13 February 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Flexi Cap Fund
-1.50
16.11
17.40
16.23
15.15
Baroda BNP Paribas Flexi Cap Fund
-9.13
BANK OF INDIA FLEXI CAP FUND
-12.10
20.40
Canara Robeco Flexi Cap Fund
-2.92
14.31
16.33
16.49
15.71
NJ Flexi Cap Fund
-16.35
TRUSTMF Flexi Cap Fund
Whiteoak Capital Flexi Cap Fund
1.02
Helios Flexi Cap Fund
-4.11
Samco Flexi Cap Fund
-31.49
-2.83
DSP Flexi Cap Fund
-1.71
16.98
17.83
17.35
16.09
Edelweiss Flexi Cap Fund
-3.73
18.83
20.53
18.79
Bajaj Finserv Flexi Cap Fund
-0.84
Navi Flexi Cap Fund
-7.67
11.61
15.27
Franklin India Flexi Cap Fund
-2.28
18.81
21.52
19.38
16.77
HDFC Flexi Cap Fund
4.73
22.96
25.56
21.90
18.80
Union Flexi Cap Fund
-6.32
13.93
17.00
16.80
15.11
HSBC Flexi Cap Fund
-6.26
17.82
19.10
17.21
15.09
ICICI Prudential Flexicap Fund
-3.89
18.05
Bandhan Flexi Cap Fund
-1.74
14.86
16.27
14.68
12.98
Invesco India Flexi Cap Fund
-1.47
ITI Flexi Cap Fund
-7.79
JM Flexicap Fund
-5.10
25.35
25.71
22.81
20.00
Kotak Flexicap Fund
-4.73
14.73
16.45
15.53
14.85
LIC MF Flexi Cap Fund
-8.44
12.85
14.03
13.28
11.79
Mahindra Manulife Flexi Cap Fund
-4.91
15.96
Mirae Asset Flexi Cap Fund
-2.10
Motilal Oswal Flexi Cap Fund
4.48
25.15
20.58
17.14
15.17
Parag Parikh Flexi Cap Fund
10.63
22.95
23.35
22.74
20.64
quant flexi cap fund
-17.97
15.83
24.12
24.08
21.41
Nippon India Flexi Cap Fund
-7.32
14.89
SBI Flexicap Fund
-1.72
13.07
15.67
14.96
14.27
SHRIRAM FLEXI CAP FUND
-18.19
10.37
13.40
Tata Flexi Cap Fund
0.79
15.62
16.16
Taurus Flexi Cap Fund
-7.65
13.73
15.14
13.12
11.26
UTI FLEXI CAP FUND
2.31
11.26
12.74
13.70
13.56
PGIM India Flexi Cap Fund
-1.71
12.19
16.19
17.52
Axis Flexi Cap Fund
-2.59
13.51
14.09
14.47

Performance Indicators


Calculated On: 31 January 2025

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Flexi Cap Fund -17.80 -13.31 -7.18 13.75 9.73
Bank Of India Flexi Cap Fund -20.91 -15.44 -7.78 16.16 11.42
Canara Robeco Flexi Cap Fund -17.18 -13.62 -6.91 12.93 8.98
Dsp Flexi Cap Fund -18.32 -15.98 -7.85 14.80 9.97
Edelweiss Flexi Cap Fund -19.92 -12.48 -6.73 14.29 10.10
Navi Flexi Cap Fund -16.54 -11.94 -5.48 13.45 9.22
Franklin India Flexi Cap Fund -18.13 -12.57 -7.97 13.39 9.61
Hdfc Flexi Cap Fund -13.09 -6.98 -4.85 12.54 8.79
Hsbc Flexi Cap Fund -21.76 -16.35 -9.86 14.54 10.64
Icici Prudential Flexicap Fund -15.16 -12.00 -5.76 12.54 8.85
Bandhan Flexi Cap Fund -16.59 -14.22 -9.12 13.42 9.27
Jm Flexicap Fund -15.44 -11.53 -5.23 14.81 10.36
Kotak Flexicap Fund -18.38 -11.94 -5.80 13.32 9.46
Lic Mf Flexi Cap Fund -20.15 -12.96 -6.69 13.51 9.40
Mahindra Manulife Flexi Cap Fund -18.79 -11.54 -6.87 13.75 9.67
Motilal Oswal Flexi Cap Fund -21.41 -12.73 -10.09 15.81 12.20
Parag Parikh Flexi Cap Fund -13.95 -12.54 -4.05 10.99 8.25
Quant Flexi Cap Fund -21.90 -16.41 -6.37 17.45 12.46
Nippon India Flexi Cap Fund -19.46 -12.31 -6.78 14.00 10.02
Sbi Flexicap Fund -15.76 -10.93 -4.24 12.07 8.36
Shriram Flexi Cap Fund -20.49 -17.26 -6.20 15.51 11.35
Tata Flexi Cap Fund -14.72 -11.21 -5.03 12.28 8.43
Taurus Flexi Cap Fund -20.89 -13.30 -5.98 15.83 11.27
Union Flexi Cap Fund -17.41 -11.74 -6.34 12.76 9.21
Uti Flexi Cap Fund -20.47 -16.95 -7.99 14.21 9.51
Pgim India Flexi Cap Fund -17.20 -16.05 -6.24 13.62 9.60
Axis Flexi Cap Fund -19.78 -15.61 -5.84 13.85 9.73

Calculated On: 31 January 2025

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
0.39
0.21
0.54
0.37
-0.73
0.97
0.97
0.06
1.08
-1.1700
Bank Of India Flexi Cap Fund
0.61
0.32
0.68
0.40
2.77
1.06
0.84
0.09
1.33
3.5800
Canara Robeco Flexi Cap Fund
0.28
0.16
0.46
0.39
-1.73
0.90
0.95
0.04
0.95
-3.0100
Dsp Flexi Cap Fund
0.38
0.21
0.50
0.42
-0.85
1.00
0.89
0.06
1.07
-0.9000
Edelweiss Flexi Cap Fund
0.55
0.28
0.67
0.37
1.51
0.99
0.94
0.08
1.25
1.3800
Navi Flexi Cap Fund
0.24
0.14
0.47
0.38
-2.48
0.93
0.93
0.04
0.91
-3.4300
Franklin India Flexi Cap Fund
0.63
0.32
0.70
0.37
2.91
0.94
0.96
0.09
1.34
2.0600
Hdfc Flexi Cap Fund
1.06
0.58
1.23
0.39
8.81
0.88
0.96
0.15
1.79
7.1800
Hsbc Flexi Cap Fund
0.48
0.24
0.54
0.40
0.67
0.99
0.90
0.07
1.18
0.5100
Icici Prudential Flexicap Fund
0.75
0.39
0.76
0.39
5.09
0.84
0.88
0.11
1.46
3.0200
Bandhan Flexi Cap Fund
0.31
0.17
0.47
0.43
-1.47
0.92
0.93
0.05
0.99
-2.4700
Jm Flexicap Fund
0.99
0.54
1.04
0.39
9.02
0.97
0.84
0.15
1.71
8.5900
Kotak Flexicap Fund
0.44
0.23
0.60
0.39
0.39
0.92
0.94
0.06
1.13
-0.6300
Lic Mf Flexi Cap Fund
0.33
0.18
0.50
0.39
-0.98
0.91
0.89
0.05
1.01
-2.1700
Mahindra Manulife Flexi Cap Fund
0.45
0.24
0.63
0.40
0.24
0.96
0.96
0.07
1.15
-0.2900
Motilal Oswal Flexi Cap Fund
0.69
0.32
0.81
0.44
5.68
0.92
0.66
0.12
1.41
4.6300
Parag Parikh Flexi Cap Fund
0.87
0.41
0.75
0.38
7.21
0.70
0.77
0.14
1.58
3.8100
Quant Flexi Cap Fund
0.52
0.27
0.62
0.37
1.05
1.12
0.81
0.08
1.23
2.6500
Nippon India Flexi Cap Fund
0.37
0.19
0.55
0.39
-0.93
0.96
0.93
0.05
1.06
-1.4000
Sbi Flexicap Fund
0.31
0.16
0.51
0.38
-0.91
0.84
0.95
0.04
0.97
-3.0000
Shriram Flexi Cap Fund
0.12
0.08
0.32
0.45
-4.81
0.99
0.79
0.02
0.78
-4.9700
Tata Flexi Cap Fund
0.38
0.20
0.56
0.38
0.28
0.83
0.90
0.06
1.06
-1.9400
Taurus Flexi Cap Fund
0.37
0.20
0.56
0.40
-1.56
1.06
0.88
0.05
1.06
-0.7100
Union Flexi Cap Fund
0.38
0.19
0.55
0.39
-0.17
0.88
0.93
0.06
1.06
-1.7800
Uti Flexi Cap Fund
-0.04
0.01
0.23
0.40
-6.59
0.93
0.83
-0.01
0.58
-7.5800
Pgim India Flexi Cap Fund
0.06
0.05
0.30
0.39
-4.97
0.92
0.89
0.01
0.70
-6.0600
Axis Flexi Cap Fund
0.16
0.10
0.36
0.40
-3.65
0.93
0.88
0.02
0.82
-4.5700

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 13,216.80 11,848.97 52,804.80 45,111.31 121,590.00 90,483.54 187,681.20 144,838.43 390,468.00 251,489.04 1,219,680.00 601,081.92
Baroda BNP Paribas Flexi Cap Fund 12,769.20 11,316.68
BANK OF INDIA FLEXI CAP FUND 12,804.00 11,099.14 58,712.40 47,359.01
Canara Robeco Flexi Cap Fund 13,093.20 11,733.38 50,187.60 43,696.51 121,638.00 87,124.02 207,018.00 143,802.71 373,308.00 255,400.68 1,194,444.00 557,508.06
NJ Flexi Cap Fund 11,802.00 10,813.64
TRUSTMF Flexi Cap Fund
Whiteoak Capital Flexi Cap Fund 13,477.20 11,969.70
Helios Flexi Cap Fund 13,246.80 11,626.63
Samco Flexi Cap Fund 9,800.40 9,750.96 35,308.80 33,653.74
DSP Flexi Cap Fund 13,453.20 11,818.99 53,373.60 45,490.21 122,094.00 90,826.20 203,960.40 149,449.94 387,276.00 262,954.56 1,216,044.00 587,524.86
Edelweiss Flexi Cap Fund 13,401.60 11,653.40 56,088.00 46,255.00 132,528.00 95,277.84 201,692.40 153,278.16
Navi Flexi Cap Fund 12,253.20 11,374.01 49,140.00 41,534.46 109,008.00 83,204.88
Tata Flexi Cap Fund 13,224.00 11,965.62 51,840.00 44,440.88 114,306.00 86,507.88
Franklin India Flexi Cap Fund 13,250.40 11,798.78 57,628.80 46,895.65 149,292.00 100,169.94 213,360.00 162,450.37 403,620.00 275,633.52 1,438,668.00 645,078.06
HDFC Flexi Cap Fund 13,845.60 12,261.02 66,002.40 49,777.88 162,564.00 110,759.76 233,637.60 178,584.17 447,456.00 310,042.68 1,470,132.00 682,934.22
HSBC Flexi Cap Fund 13,143.60 11,536.99 54,460.80 46,216.40 128,526.00 94,045.26 183,590.40 149,219.03 343,944.00 250,136.16 1,166,004.00 558,457.38
ICICI Prudential Flexicap Fund 13,237.20 11,690.11 58,388.40 46,193.98
Bandhan Flexi Cap Fund 13,274.40 11,838.78 51,602.40 44,384.80 112,356.00 88,328.82 167,538.00 137,843.08 319,608.00 226,613.52 1,299,978.00 533,886.30
Invesco India Flexi Cap Fund 13,722.00 11,813.33
ITI Flexi Cap Fund 12,897.60 11,374.15
JM Flexicap Fund 13,562.40 11,573.62 66,841.20 50,871.17 154,812.00 109,629.18 254,402.40 181,429.42 497,808.00 323,477.76 1,200,780.00 725,876.28
Kotak Flexicap Fund 13,179.60 11,632.69 52,905.60 44,179.13 116,916.00 88,209.24 190,747.20 140,794.50 379,224.00 246,410.16 1,346,220.00 596,217.96
LIC MF Flexi Cap Fund 12,787.20 11,378.71 50,432.40 42,997.97 103,422.00 83,207.16 160,078.80 130,316.51 252,972.00 211,020.96 695,664.00 407,439.18
Mahindra Manulife Flexi Cap Fund 12,733.20 11,568.88 53,870.40 44,304.66
Mirae Asset Flexi Cap Fund 12,927.60 11,767.15
Motilal Oswal Flexi Cap Fund 14,706.00 12,229.45 61,902.00 51,130.98 120,090.00 97,735.68 175,509.60 149,559.56 401,112.00 252,153.24
Parag Parikh Flexi Cap Fund 13,926.00 12,634.01 59,360.40 49,693.75 168,876.00 104,448.48 287,742.00 182,175.67 588,564.00 339,101.64
quant flexi cap fund 11,594.40 10,721.42 56,700.00 44,559.94 211,698.00 105,544.14 268,002.00 189,255.53 610,860.00 349,392.12 969,876.00 765,905.58
Nippon India Flexi Cap Fund 12,673.20 11,433.01 52,693.20 43,937.86
SBI Flexicap Fund 12,978.00 11,831.86 49,780.80 43,155.36 116,970.00 86,593.50 180,348.00 138,096.84 376,644.00 239,227.32 1,102,914.00 567,576.36
SHRIRAM FLEXI CAP FUND 11,445.60 10,672.38 48,258.00 40,872.31 103,320.00 79,835.34
Taurus Flexi Cap Fund 12,536.40 11,489.77 53,229.60 44,156.99 112,218.00 87,564.78 154,400.40 133,795.37 262,464.00 213,929.76 800,226.00 424,637.46
Union Flexi Cap Fund 12,465.60 11,509.60 51,379.20 43,462.22 129,336.00 88,839.96 204,010.80 146,577.82 327,408.00 250,281.48
UTI FLEXI CAP FUND 13,456.80 12,105.84 44,874.00 42,139.12 111,378.00 80,903.58 195,535.20 132,914.29 345,120.00 233,893.32 1,178,370.00 532,249.02
PGIM India Flexi Cap Fund 12,924.00 11,800.46 46,771.20 42,237.90 135,174.00 85,970.10 206,824.80 146,423.84
Axis Flexi Cap Fund 13,422.00 11,759.42 47,707.20 43,286.44 107,166.00 82,769.76 201,398.40 134,090.96
Bajaj Finserv Flexi Cap Fund 13,677.60 11,848.03

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 13,323.60 11,901.94 54,122.40 45,734.69 126,810.00 92,714.94 199,617.60 149,952.94 427,884.00 265,407.12
Baroda BNP Paribas Flexi Cap Fund 12,926.40 11,394.54
BANK OF INDIA FLEXI CAP FUND 13,000.80 11,193.76 61,430.40 48,589.85
Canara Robeco Flexi Cap Fund 13,243.20 11,808.02 52,052.40 44,566.02 129,588.00 90,320.16 224,355.60 151,336.92 412,224.00 273,571.08
NJ Flexi Cap Fund 11,990.40 10,903.12
TRUSTMF Flexi Cap Fund
Whiteoak Capital Flexi Cap Fund 13,670.40 12,066.30
Helios Flexi Cap Fund 13,450.80 11,729.62
Samco Flexi Cap Fund 9,943.20 9,825.00 36,910.80 34,446.64
DSP Flexi Cap Fund 13,592.40 11,887.81 55,090.80 46,302.16 128,760.00 93,695.94 218,559.60 156,065.11 423,648.00 279,126.72
Edelweiss Flexi Cap Fund 13,610.40 11,754.90 58,878.00 47,529.40 144,132.00 100,067.40 226,464.00 164,296.10
Bajaj Finserv Flexi Cap Fund 13,887.60 11,945.32
Navi Flexi Cap Fund 12,483.60 11,492.60 52,020.00 42,855.16 119,964.00 87,977.28
Franklin India Flexi Cap Fund 13,352.40 11,850.32 58,964.40 47,522.52 155,022.00 102,504.24 225,590.40 167,751.95 441,228.00 289,599.72
HDFC Flexi Cap Fund 13,939.20 12,306.92 67,323.60 50,353.96 167,838.00 113,008.98 244,725.60 183,495.23 480,720.00 323,147.76
Union Flexi Cap Fund 12,610.80 11,583.05 53,226.00 44,325.54 136,188.00 91,804.08 217,593.60 153,011.96 357,960.00 264,901.44
HSBC Flexi Cap Fund 13,240.80 11,586.70 55,936.80 46,859.58 135,126.00 96,661.26 196,501.20 155,266.61 376,356.00 264,597.72
ICICI Prudential Flexicap Fund 13,363.20 11,744.27 60,400.80 47,012.58
Bandhan Flexi Cap Fund 13,370.40 11,886.00 52,722.00 44,923.43 116,406.00 90,187.56 176,055.60 141,854.75 343,032.00 236,266.68
Invesco India Flexi Cap Fund 13,912.80 11,903.78
ITI Flexi Cap Fund 13,120.80 11,485.03
JM Flexicap Fund 13,760.40 11,664.37 69,166.80 52,038.65 162,762.00 113,411.34 271,664.40 189,524.58 556,248.00 344,701.44
Kotak Flexicap Fund 13,293.60 11,688.70 54,342.00 44,839.01 122,460.00 90,567.96 203,775.60 146,206.37 418,872.00 261,189.72
LIC MF Flexi Cap Fund 12,910.80 11,440.84 51,739.20 43,637.76 108,120.00 85,337.52 169,864.80 134,935.50 274,308.00 221,692.80
Mahindra Manulife Flexi Cap Fund 12,948.00 11,676.46 56,883.60 45,638.06
Mirae Asset Flexi Cap Fund 13,117.20 11,862.54
Motilal Oswal Flexi Cap Fund 14,833.20 12,290.81 63,504.00 51,891.23 125,508.00 100,198.32 186,757.20 154,857.44 438,552.00 265,679.64
Parag Parikh Flexi Cap Fund 14,025.60 12,683.83 60,850.80 50,345.75 176,532.00 107,143.38 305,088.00 189,058.72 634,500.00 356,977.08
quant flexi cap fund 11,730.00 10,790.84 58,942.80 45,553.03 222,498.00 109,169.88 287,204.40 198,256.30 665,688.00 372,147.60
Nippon India Flexi Cap Fund 12,838.80 11,516.32 54,946.80 44,944.13
SBI Flexicap Fund 13,088.40 11,887.30 51,094.80 43,774.38 122,382.00 88,860.54 192,519.60 143,288.71 414,312.00 253,212.12
SHRIRAM FLEXI CAP FUND 11,646.00 10,775.36 50,864.40 42,088.10 112,938.00 84,021.90
Tata Flexi Cap Fund 13,394.40 12,051.54 53,913.60 45,413.06 122,784.00 89,928.24
Taurus Flexi Cap Fund 12,546.00 11,494.40 53,308.80 44,199.14 112,608.00 87,702.84 155,274.00 134,136.83 271,980.00 215,549.52
UTI FLEXI CAP FUND 13,549.20 12,150.11 45,903.60 42,640.06 115,638.00 82,660.38 205,161.60 136,964.02 367,008.00 243,690.84
PGIM India Flexi Cap Fund 13,098.00 11,887.73 48,841.20 43,220.23 146,790.00 89,997.96 233,478.00 156,983.99
Axis Flexi Cap Fund 13,564.80 11,830.18 49,262.40 44,054.46 113,760.00 85,459.20 220,584.00 140,808.36