Union Flexi Cap Fund – Direct Plan – Growth

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

UTI Flexi Cap Fund – Direct Plan

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

Franklin India Flexi Cap Fund – Direct Plan

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

Taurus Flexi Cap Fund – Direct Plan

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

Tata Flexi Cap Fund – Direct Plan Growth

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

SBI Flexi Cap Fund – Direct Plan

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.

Shriram Flexi Cap Fund – Direct Plan

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

Parag Parikh Flexi Cap Fund – Direct Plan

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

PGIM India Flexi Cap Fund – Direct Plan

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

Navi Flexi Cap Fund – Direct Plan

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

LIC MF Flexi Cap Fund – Direct Plan

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

Motilal Oswal Flexi Cap Fund – Direct Plan

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

Kotak Flexi Cap Fund – Direct Plan

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

Edelweiss Flexi Cap Fund – Direct Plan

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

JM Flexi Cap Fund – Direct Plan

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. 

IDBI Flexi Cap Fund – Direct Plan

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

HSBC Flexi Cap Fund – Direct Plan

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

HDFC Flexi Cap Fund – Direct Plan

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

Quant Flexi Cap Fund – Direct Plan

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. 

DSP Flexi Cap Fund – Direct Plan

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

L&T flexi Cap Fund – Direct Plan

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

Canara Robeco Flexi Cap Fund – Direct Plan

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

IDFC Flexi Cap fund – Direct Plan

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

Bank of India Flexi Cap Fund – Direct Plan – Growth

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

Axis Flexi Cap Fund – Direct Plan

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

Aditya Birla Sun Life Flexi Cap Fund – Direct

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

ISIN INF209K01BR9 Overall analysis 3-yr rolling excess returns and TE against benchmark have been good overall; but the funds’ performance in the short run has been deteriorating. The fund had given the maximum excess return in comparison to its peers; but has dropped to below first quartile over the past 1 year. Performance analysis Rolling

ICICI Prudential Flexicap Fund Regular Growth

ISIN— INF109KC1080  Overall analysis It is a comparatively new fund in the market, it needs time to prove its consistency but till now its showing good, effective returns. Performance analysis It is comparatively a new fund and the performance of the fund is close to the median recently it has crossed the maximum line thus

 Kotak Flexicap Fund Growth 

ISIN– INF174K01336 Overall analysis From analyzing the historical data through both performance and portfolio analysis, it can be understood that the fund does not provide entry for investments as returns have been negative. Performance Analysis The fund has been generating a positive alpha of around 5% but after Dec.2017 the chart went on generating negative

Mahindra Manulife Flexi Cap Yojana Regular Growth  

ISIN— INF174V01AP8  Overall analysis  It is giving negative returns since inception according to historical data. It needs time to prove if it can be better or not.  Performance analysis It is comparatively a new fund and it is an underperforming fund. The blue line is below the median and much closer to the minimum line.

HDFC Flexi Cap Fund Growth 

ISIN —- INF179K01608  Performance Analysis The fund is very volatile and is generating minimal alpha. The fund recently from Feb 2022, recovered and currently, the blue line is above the maximum of other funds generating an excess return of 3-4%.   HDFC has recently generated positive alpha but high volatility; it was in the negative alpha

JM Flexicap Fund Growth 

ISIN — INF192K01635  Overall Analysis It has recently recovered and started to perform better according to historical returns, this fund can be on a watchlist. Performance Analysis  The fund has been underperforming and is in the lower quartile region, generating negative alpha and is very volatile in nature. The blue line currently crossed above the

 IDFC Flexi Cap Fund Growth 

ISIN— INF194K01391  IDFC Flexi Cap Fund Growth  Performance Analysis The fund is falling and is in the median region. The fund is underperforming with low volatility.  It has recently also underperformed. The tracking error of the fund is high but the information was low and is now entering the positive region which shows that the

Nippon India Flexi Cap Fund Regular Growth  

ISIN —- INF204KC1097 

Nippon India Flexi Cap Fund Regular Growth  

ISIN —- INF204KC1097 

Invesco India Flexi Cap Fund Regular Growth 

ISIN— INF205KA1460 

Aditya Birla Sun Life Flexi Cap Fund Growth

ISIN – INF209K01AJ8 Performance Analysis The fund has been underperforming during the latter part of 2021. Aditya Birla has been able to generate good alpha but it has generated high volatility and it had also given negative alpha with low volatility. Recently it entering the positive alpha with a low volatility quadrant.  Aditya Birla is

Motilal Oswal Flexicap Fund Regular Plan-Growth 

ISIN—- INF247L01478  Performance Analysis The fund has been trying to shift the alpha from negative to positive territory and is moving towards the 1st quartile. The stock selection of the fund manager is starting to trace the positive region. Motilal Oswal Flexi cap fund has given negative alpha but with low volatility. The information ratio

Baroda BNP Paribas Flexi Cap Fund Regular Growth 

ISIN – INF251K010W9

Tata Flexi Cap Fund Regular Growth 

ISIN — INF277K019K2 Performance Analysis The fund is near the axis and has been generating minimal alpha with lower volatility. The information ratio is negative which shows the underperformance of the fund. The tracking error too has seen a fall nearing 4%.

HSBC Flexi Cap Fund Growth 

ISIN— INF336L01AF5  Performance Analysis The fund is pretty volatile and is near the median generating minimal alpha.  HSBC Flexi cap fund has relatively low risk which shows that the fund manager is safe while picking stocks. The fund manager was also able to generate alpha.  The information ratio of the fund is rising and the

IDBI Flexi Cap Fund Regular Growth 

ISIN— INF397L01HJ4 IDBI  Performance Analysis The fund was giving negative returns and was near the median region. However, a sudden downfall is noticed and the fund is giving negative returns, lying near the lower quartile region. This fund has given negative alpha but with low volatility The information ratio is high compared to its peers.

Union Flexi Cap Fund Growth 

ISIN — INF582M01104  Union Flexi Cap Fund Growth  Performance Analysis The fund has been generating minimal alpha near the median region but it has also seen a sharp rise in the latter part of 2021. Union Flexi cap fund has given negative alpha but with low volatility. The tracking error of the fund is high

PGIM India Flexi Cap Fund Regular Growth 

ISIN —- INF663L01FJ3  Performance Analysis PGIM India Flexi cap fund has given negative alpha but with low volatility. The information ratio is lower than the industry average and the tracking error is high.

Shriram Flexi Cap Fund Regular Growth 

ISIN — INF680P01075  Performance Analysis It was always near the axis which shows that it has been generating very minimal alpha. The risk taken by Shriram was also low as it generated returns with minimal risk. The information ratio of the fund is rising and the tracking error of the fund is around 4% 

DSP Flexi Cap Fund Growth 

ISIN— INF740K01037 

 Canara Robeco Flexi Cap Fund Growth 

ISIN— INF760K01019 Performance Analysis Canar Robeco Flexi cap has given negative alpha but with low volatility. The information ratio of the fund is rising and the tracking error of the fund is also falling.

Bank of India Flexi Cap Fund Regular Growth 

ISIN – INF761K01F19

LIC MF Flexi Cap Fund Growth  

ISIN— INF767K01071  Performance Analysis The fund is consistent in generating positive alpha. This fund has given negative alpha but with low volatility. The tracking error of this fund is high that is around 6% but then the information ratio is around the 0 mark.

UTI Flexi Cap Fund Regular Plan-Growth  

ISIN —- INF789F01513 

Edelweiss Flexi Cap Fund Regular Growth

ISIN— INF843K01KN5  Performance Analysis The fund has been consistent for a while but we can see a sharp downfall afterwards, generating negative returns. The fund has taken relatively and has been able to generate alpha for a good amount of time. The tracking error is high that is around 4%-5% and the information ratio is

Axis Flexi Cap Fund Regular Growth 

ISIN – INF846K01851 Axis Flexi Cap Fund Regular Growth  Performance Analysis The fund is very volatile and had generated the lowest alpha as it is in the minimum value region near the lower quartile, generating negative alpha.  It was always near the axis which shows that it has been generating very minimal alpha. The risk

Sundaram Flexi Cap Fund Regular Growth 

ISIN —- INF903JA1LB8 

Navi Flexi Cap Fund Regular Growth 

ISIN — INF959L01EE9  Performance Analysis Navi Flexi cap fund has given negative alpha but with low volatility. The tracking error has been consistent throughout. However, the Information ratio is on the higher side and shows a sharp rise.

Quant Flexi Cap Fund Growth 

ISIN —- INF966L01457  Overall analysis This is one of the best-performing funds in its sector compared to its peers and they include  Performance analysis  The fund has consistently improved and is currently the 2nd most top-performing fund and is maintaining a high return and nearly touching the Upper Quartile line. It improved significantly after Feb

Franklin India Flexi Cap Fund Growth 

ISIN — INF090101239  Performance Analysis The fund is generating minimal alpha and is in the median region. This fund has taken relatively low risk which shows that the fund manager is safe while picking stocks; the fund manager was also able to generate alpha for a good amount of time. The tracking error of the

Parag Parikh Flexi Cap Regular Growth  

ISIN —- INF879001019  Performance Analysis This fund has outperformed and is near the maximum value. The stock picking of the fund manager is very different from its peers and profitable which has generated alpha more than its peers. This fund has taken relatively low risk which shows that the fund manager is safe while picking

Whiteoak Capital Flexi Cap Fund Regular Growth 

ISIN — INFO3VN01506

Samco Flexi Cap Fund Regular Growth 

ISIN —- INFOK1H01016 

Taurus Flexi Cap Fund Growth

ISIN —- INF044D01989  Overall analysis From analyzing the historical data through both performance and portfolio analysis, it can be understood that the fund does not provide entry for investments. Performance Analysis The fund has consistently underperformed the index as shown by the fact that the blue line has been below 0. It has also underperformed