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Union Flexi Cap Fund – Direct Plan – Growth
22 September, 2023
by MMI Team, Nisarg Patel
INF582M01633 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been bad overall. All the ratios show that This fund was always negative. Only some time later it came back positive. So, this fund is not good for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess 3-year
- Published in Equities flexi cap
UTI Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF789F01TC4 Overall analysis 3-years rolling return of the fund most of the time in negative. Tracking error of the fund is 3-6% and other ratios this fund was good for long term investment. For the short term this fund has seen so many ups and downs. Performance analysis Rolling return in quartiles The rolling return
- Published in Equities flexi cap
Franklin India Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF090I01FK3 Overall analysis 3 years rolling return of the fund was good on their starting days after it came down All the ratios show that the fund gives average return on starting days after that fund goes down and comes back up side. So, this fund was good for long term investment. Performance analysis Rolling
- Published in Equities flexi cap
Taurus Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF044D01BU9 Overall analysis 3- years of rolling return of the fund most of the time is more than 5% and tracking error of the fund is 3-6%. So, this is a good fund for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess 3-year annualised returns in context of peer return
- Published in Equities flexi cap
Tata Flexi Cap Fund – Direct Plan Growth
22 September, 2023
by MMI Team, Nisarg Patel
INF277K015K0 Overall analysis 3 years of rolling return and tracking error against benchmark was not good overall The ratio shows that this fund was always in negative so Ideally the fund was not good for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess 3-year annualised returns in context of peer
- Published in Equities flexi cap
SBI Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF200K01222 Overall analysis 3 years rolling excess return and tracking error against benchmark was not good. The short term fund was good for investment but the long term fund was not good for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess 3-year annualised returns in context of peer return quartiles.
- Published in Equities flexi cap
Shriram Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF680P01109 Overall analysis 3 years of rolling return and Tracking error against benchmark have been very good overall. The rolling return of this fund shows that This fund was given more than 8% for all time. This fund was best for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess 3-year
- Published in Equities flexi cap
Parag Parikh Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF879O01027 Overall analysis 3 years of rolling return and tracking error against benchmark have been good overall. All the ratios show that this fund gives good returns in the long term. So, this fund is good for investment Performance analysis Rolling return in quartiles The rolling return chart shows excess 3-year annualised returns in context
- Published in Equities flexi cap
PGIM India Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF663L0FF1 Overall analysis 3-yr rolling excess return and tracking error against benchmark have been good overall. When the fund was started it was giving negative returns after some time it came up. So the long term fund was good for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess 3-year annualised
- Published in Equities flexi cap
Navi Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF959L01DT9 Overall analysis 3-yr rolling excess return and tracking error against the beach mark was not good overall. The rolling return of this fund is always negative and other ratios also show that this fund is not good for investment. This fund is always negative so this fund is not for investment. Performance analysis Rolling
- Published in Equities flexi cap
LIC MF Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF767K01EG3 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been bad overall. The rolling return of this fund shows that most of the time this fund was in negative. So, this fund is not good for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess 3-year
- Published in Equities flexi cap
Motilal Oswal Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF247L01502 Overall analysis The 3-year rolling return of the fund shows that When the fund was Started that time fund was in positive give 5-15% and after some time fund started to come down and currently in negative. Tracking error of this fund is 5-7% So, this fund was not good for investment. Performance analysis
- Published in Equities flexi cap
Kotak Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF174K01LS2 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been bad overall. When the fund was started that time, it was positive and gave good returns. After some time the fund started to go down and give negative returns. A long duration fund is not good for investment. Performance analysis Rolling
- Published in Equities flexi cap
Edelweiss Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF843K01KK1 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been bad overall. The rolling return charts and all ratios show that this fund gives normal average return, so ideally this fund is not good for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess 3-year annualised
- Published in Equities flexi cap
JM Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF192K01CC7 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been bad overall. The rolling return of this fund shows that this fund gives a negative return and most of the time information ratio of this fund is <1, So all the ratios show that this fund was not good for investment.
- Published in Equities flexi cap
IDBI Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF397L01HF2 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been bad overall. All ratios show that this fund was in negative and it is not an active fund. So, this fund was not good for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess 3-year annualised returns
- Published in Equities flexi cap
HSBC Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF336L0DH5 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been average overall. Starting days of this fund was doing good after some time this fund came down and gave an average 2%/3% return. So, this fund is not a good option for investment. Performance analysis Rolling return in quartiles The rolling
- Published in Equities flexi cap
HDFC Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF179K01UT0 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been bad overall. This fund was a volatile fund and this fund faces so many ups and downs. Also, this fund gives average and negative return, so HDFC flexi cap fund was not good for investment. Performance analysis Rolling return in quartiles
- Published in Equities flexi cap
Quant Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF966L01911 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been good overall. When the fund was started, that time fund gave a good return. In 2018 to 2021 fund was doing bad performance and after 2021 fund came again in upside and gave positive return. Overall fund was good for investment.
- Published in Equities flexi cap
DSP Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF740K01PI2 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been good overall. All time this fund gives average return and only sometimes it was going more than 5%, so, this fund is good for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess 3-year annualised returns in
- Published in Equities flexi cap
L&T flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF917K01FC0 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been average overall. This fund gives average return and most of the time this fund is under negative return. So, this fund was not good for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess 3-year annualised returns
- Published in Equities flexi cap
Canara Robeco Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF760K01EF0 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been bad overall. When the fund was started that time, it was negative, only for some time it came up and again came in negative. So, this fund was not good for long term investment. Performance analysis Rolling return in quartiles The
- Published in Equities flexi cap
IDFC Flexi Cap fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF194K01W62 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been bad overall. When the fund was started that time, it gave a positive return and after 20117 fund was given negative return. So ideally a fund is not good for investment. Performance analysis Rolling return in quartiles The rolling return chart
- Published in Equities flexi cap
Bank of India Flexi Cap Fund – Direct Plan – Growth
22 September, 2023
by MMI Team, Nisarg Patel
INF761K01FF5 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been good overall. The 3 years of rolling return ratio of this fund was low and sometimes negative. All ratios are giving signs that this fund was good for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess
- Published in Equities flexi cap
Axis Flexi Cap Fund – Direct Plan
26 August, 2023
by MMI Team, Nisarg Patel
INF846K01B28 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been bad overall. Starting Days of this fund was good after some time the fund started to come down and currently in negative. This fund was not good for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess
- Published in Equities flexi cap
Aditya Birla Sun Life Flexi Cap Fund – Direct
26 August, 2023
by MMI Team, Nisarg Patel
INF209K01XX1 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been normal overall. The fund was good when it was started after some time it came down and gave negative returns. So for a long time the fund was not doing well and not giving good returns. Performance analysis Rolling return in
- Published in Equities flexi cap