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Equity - Flexi Cap Fund 2026

Decizen(Understand the Method):- Q: Quality,
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Q
Bank of India Flexi Cap Fund(G)-Direct Plan
39.25 2,388
25.9
29 Jun' 20
14.82
21.87
18.52
N/A
26.17
25.26
23.40
N/A
 cagr
25
Q
Bank of India Flexi Cap Fund-Reg(G)
35.80 2,388
23.9
29 Jun' 20
14.82
21.87
18.52
N/A
24.26
23.38
21.53
N/A
 cagr
23
Q
Quant Flexi Cap Fund(G)-Direct Plan
119.89 6,594
18.8
07 Jan' 13
7.96
17.78
19.03
17.24
23.28
22.02
21.55
21.29
 cagr
22
Q
Parag Parikh Flexi Cap Fund(G)-Direct Plan
89.15 1,40,950
18.2
24 May' 13
3.77
16.87
15.86
17.24
19.49
19.16
19.27
18.90
 cagr
19
Q
JM Flexicap Fund(G)-Direct Plan
107.34 5,041
16.5
01 Jan' 13
-1.05
18.5
17.34
14.17
19.61
19.09
18.02
18.07
 cagr
19
Q
Parag Parikh Flexi Cap Fund-Reg(G)
81.35 1,40,950
17.4
24 May' 13
3.77
16.87
15.86
17.24
18.58
18.28
18.36
18.01
 cagr
18
Q
JM Flexicap Fund-Reg(G)
93.32 5,041
13.4
23 Sep' 08
-1.05
18.5
17.34
14.17
18.31
17.82
16.93
14.53
 cagr
18
Q
Edelweiss Flexi Cap Fund(G)-Direct Plan
43.54 3,320
13.8
03 Feb' 15
4.73
17.22
15.18
13.4
17.78
16.77
16.72
16.97
 cagr
17
Q
Quant Flexi Cap Fund(G)
106.80 6,594
14.3
23 Sep' 08
7.96
17.78
19.03
17.24
22.13
20.98
19.67
15.04
 cagr
21
Q
Aditya Birla SL Flexi Cap Fund(G)-Direct Plan
2060.97 25,632
16.1
01 Jan' 13
6.66
17.41
13.71
12.32
16.76
16.45
15.83
15.82
 cagr
16
Q
DSP Flexi Cap Fund(G)-Direct Plan
110.40 11,769
14.4
01 Jan' 13
0.94
15.11
12.27
12.5
16.67
16.23
15.93
15.80
 cagr
16
Q
Edelweiss Flexi Cap Fund-Reg(G)
37.16 3,320
12.3
03 Feb' 15
4.73
17.22
15.18
13.4
16.13
15.06
14.94
15.30
 cagr
15
Q
Navi Flexi Cap Fund(G)-Direct Plan
27.36 260
13.6
09 Jul' 18
9.75
12.75
11.95
N/A
15.84
17.57
17.53
N/A
 cagr
18
Q
HDFC Flexi Cap Fund(G)-Direct Plan
2119.56 1,00,479
15.8
01 Jan' 13
1.23
18.82
19.55
14.77
18.86
17.44
16.61
16.62
 cagr
17
Q
Tata Flexi Cap Fund(G)-Direct Plan
25.79 3,633
13
06 Sep' 18
0.99
14.98
11.88
N/A
16.15
16.91
17.10
N/A
 cagr
17
Q
HDFC Flexi Cap Fund(G)
1927.50 1,00,479
18.2
01 Jan' 95
1.23
18.82
19.55
14.77
18.03
16.61
15.83
14.33
 cagr
17
Q
Franklin India Flexi Cap Fund(G)-Direct Plan
1721.75 19,049
15.3
01 Jan' 13
-1.39
16.05
15.4
12.78
16.52
16.56
15.93
15.85
 cagr
17
Q
PGIM India Flexi Cap Fund(G)-Direct Plan
41.19 5,793
13.4
04 Mar' 15
1.86
11.87
10.6
12.4
17.15
16.43
17.91
16.21
 cagr
16
Q
Kotak Flexicap Fund(G)-Direct Plan
93.68 54,839
15.6
01 Jan' 13
4.26
15.01
13.18
12.01
16.18
16.36
15.84
15.88
 cagr
16
Q
Axis Flexi Cap Fund(G)-Direct Plan
28.98 12,546
13.2
17 Nov' 17
2.83
13.99
10.67
N/A
15.20
15.89
15.32
N/A
 cagr
16
Q
SBI Flexicap Fund(G)-Direct Plan
117.43 22,403
14.5
04 Jan' 13
0.81
10.81
10.77
10.82
14.95
15.64
15.32
15.32
 cagr
16
Q
Franklin India Flexi Cap Fund(G)
1535.87 19,049
17.2
29 Sep' 94
-1.39
16.05
15.4
12.78
15.52
15.54
15.52
14.34
 cagr
16
Q
Canara Rob Flexi Cap Fund(G)-Direct Plan
368.41 13,083
13.9
01 Jan' 13
2.94
13.58
12.33
13.01
16.16
15.44
15.64
15.45
 cagr
15
Q
Shriram Flexi Cap Fund(G)-Direct Plan
21.91 128
10.7
28 Sep' 18
-1.13
9.07
9.15
N/A
13.53
15.44
15.56
N/A
 cagr
15
Q
Aditya Birla SL Flexi Cap Fund-Reg(G)
1831.40 25,632
20.6
27 Aug' 98
6.66
17.41
13.71
12.32
15.71
15.39
15.77
14.43
 cagr
15
Q
Navi Flexi Cap Fund-Reg(G)
23.45 260
11.4
09 Jul' 18
9.75
12.75
11.95
N/A
13.62
15.33
15.29
N/A
 cagr
15
Q
Tata Flexi Cap Fund-Reg(G)
22.97 3,633
11.3
06 Sep' 18
0.99
14.98
11.88
N/A
14.46
15.25
15.44
N/A
 cagr
15
Q
Kotak Flexicap Fund(G)
82.55 54,839
13.4
11 Sep' 09
4.26
15.01
13.18
12.01
15.04
15.22
15.61
14.66
 cagr
15
Q
HSBC Flexi Cap Fund(G)-Direct Plan
247.33 5,405
14.9
01 Jan' 13
8.05
18.32
15.52
12.09
15.91
15.22
14.48
14.46
 cagr
15
Q
DSP Flexi Cap Fund-Reg(G)
98.38 11,769
12.8
07 Jun' 07
0.94
15.11
12.27
12.5
15.58
15.19
15.05
13.90
 cagr
15
Q
Motilal Oswal Flexi Cap Fund(G)-Direct Plan
63.77 12,770
16.5
28 Apr' 14
-2.59
19.45
12.52
10.01
15.61
14.75
12.90
14.12
 cagr
15
Q
SBI Flexicap Fund-Reg(G)
104.38 22,403
12
16 Sep' 05
0.81
10.81
10.77
10.82
13.85
14.56
15.19
13.68
 cagr
15
Q
PGIM India Flexi Cap Fund-Reg(G)
34.83 5,793
11.7
04 Mar' 15
1.86
11.87
10.6
12.4
15.31
14.51
15.90
14.33
 cagr
15
Q
Axis Flexi Cap Fund-Reg(G)
26.02 12,546
11.8
17 Nov' 17
2.83
13.99
10.67
N/A
13.77
14.47
13.91
N/A
 cagr
14
Q
Canara Rob Flexi Cap Fund-Reg(G)
325.24 13,083
16.5
16 Sep' 03
2.94
13.58
12.33
13.01
14.95
14.31
14.41
13.68
 cagr
14
Q
HSBC Flexi Cap Fund-Reg(G)
220.28 5,405
14.9
24 Feb' 04
8.05
18.32
15.52
12.09
14.87
14.19
14.09
12.67
 cagr
14
Q
Union Flexi Cap Fund(G)-Direct Plan
55.28 2,294
12.8
01 Jan' 13
2.67
13.97
12.98
12.5
15.22
14.18
14.19
13.94
 cagr
14
Q
UTI Flexi Cap Fund(G)-Direct Plan
318.74 22,248
12.8
02 Jan' 13
-7.09
7.33
5.87
10.91
14.06
13.90
14.50
14.12
 cagr
14
Q
Motilal Oswal Flexi Cap Fund-Reg(G)
57.11 12,770
15.5
28 Apr' 14
-2.59
19.45
12.52
10.01
14.59
13.73
11.89
13.10
 cagr
14
Q
Bandhan Flexi Cap Fund(G)-Direct Plan
222.37 7,285
13.5
01 Jan' 13
2.95
14.96
12.8
10.09
13.21
13.69
13.16
13.17
 cagr
14
Q
Shriram Flexi Cap Fund-Reg(G)
19.13 128
8.8
28 Sep' 18
-1.13
9.07
9.15
N/A
11.54
13.40
13.52
N/A
 cagr
13
Q
UTI Flexi Cap Fund-Reg(G)
295.54 22,248
13.4
01 Aug' 05
-7.09
7.33
5.87
10.91
13.34
13.22
14.16
13.85
 cagr
13
Q
Union Flexi Cap Fund-Reg(G)
49.17 2,294
11.2
10 Jun' 11
2.67
13.97
12.98
12.5
14.18
13.18
13.04
12.71
 cagr
13
Q
Bandhan Flexi Cap Fund-Reg(G)
202.09 7,285
15.6
28 Sep' 05
2.95
14.96
12.8
10.09
12.40
12.88
13.54
14.27
 cagr
13
Q
LIC MF Flexi Cap Fund(G)-Direct Plan
106.91 973
10.6
01 Jan' 13
7.62
12.53
10.95
9.06
11.85
11.27
10.93
10.85
 cagr
11
Q
Taurus Flexi Cap Fund(G)-Direct Plan
225.85 344
9.8
01 Jan' 13
1.35
13.2
11.54
8.48
11.17
10.91
10.17
10.24
 cagr
11
Q
Taurus Flexi Cap Fund-Reg(G)
216.96 344
10
29 Jan' 94
1.35
13.2
11.54
8.48
10.93
10.57
10.40
9.67
 cagr
11
Q
LIC MF Flexi Cap Fund-Reg(G)
96.25 973
9.2
31 Mar' 98
7.62
12.53
10.95
9.06
10.90
10.36
10.25
8.98
 cagr
10
Q
Invesco India Flexi Cap Fund(G)-Direct Plan
19.14 4,816
16.2
14 Feb' 22
1.78
18.73
N/A
N/A
21.91
22.20
N/A
N/A
 cagr
N/A
Q
ITI Flexi Cap Fund(G)-Direct Plan
19.35 1,290
22.1
17 Feb' 23
9.97
19.9
N/A
N/A
22.09
20.79
N/A
N/A
 cagr
N/A
Q
Invesco India Flexi Cap Fund-Reg(G)
17.93 4,816
14.5
14 Feb' 22
1.78
18.73
N/A
N/A
20.11
20.40
N/A
N/A
 cagr
N/A
Q
ICICI Pru Flexicap Fund(G)-Direct Plan
19.92 20,936
15.1
19 Jul' 21
7.85
17.54
N/A
N/A
18.07
20.05
N/A
N/A
 cagr
N/A
Q
WOC Flexi Cap Fund(G)-Direct Plan
17.90 7,907
16.3
02 Aug' 22
3.68
17.66
N/A
N/A
20.53
19.44
N/A
N/A
 cagr
N/A
Q
ITI Flexi Cap Fund-Reg(G)
18.29 1,290
20
17 Feb' 23
9.97
19.9
N/A
N/A
20.04
18.78
N/A
N/A
 cagr
N/A
Q
ICICI Pru Flexicap Fund(G)
18.84 20,936
13.8
19 Jul' 21
7.85
17.54
N/A
N/A
16.77
18.76
N/A
N/A
 cagr
N/A
Q
WOC Flexi Cap Fund-Reg(G)
16.93 7,907
14.7
02 Aug' 22
3.68
17.66
N/A
N/A
18.79
17.73
N/A
N/A
 cagr
N/A
Q
Mahindra Manulife Flexi Cap Fund(G)-Direct Pla...
16.66 1,542
11.2
23 Aug' 21
0.52
13.79
N/A
N/A
15.63
17.71
N/A
N/A
 cagr
N/A
Q
Nippon India Flexi Cap Fund(G)-Direct Plan
17.00 9,307
11.6
13 Aug' 21
2.48
14.73
N/A
N/A
14.59
16.86
N/A
N/A
 cagr
N/A
Q
Baroda BNP Paribas Flexi Cap Fund(G)-Direct Pl...
16.18 1,200
13.5
17 Aug' 22
3.61
14.86
N/A
N/A
17.91
16.53
N/A
N/A
 cagr
N/A
Q
360 ONE Flexicap Fund(G)-Direct Plan
15.67 1,994
16.5
30 Jun' 23
2.74
N/A
N/A
N/A
16.69
16.15
N/A
N/A
 cagr
N/A
Q
Mahindra Manulife Flexi Cap Fund-Reg(G)
15.29 1,542
9.3
23 Aug' 21
0.52
13.79
N/A
N/A
13.60
15.66
N/A
N/A
 cagr
N/A
Q
Mirae Asset Flexi Cap Fund(G)-Direct Plan
16.24 3,960
15.9
24 Feb' 23
6.83
14.74
N/A
N/A
16.86
15.63
N/A
N/A
 cagr
N/A
Q
Nippon India Flexi Cap Fund-Reg(G)
15.90 9,307
10.1
13 Aug' 21
2.48
14.73
N/A
N/A
13.04
15.29
N/A
N/A
 cagr
N/A
Q
Baroda BNP Paribas Flexi Cap Fund-Reg(G)
15.36 1,200
11.9
17 Aug' 22
3.61
14.86
N/A
N/A
16.36
15.00
N/A
N/A
 cagr
N/A
Q
Sundaram Flexi Cap Fund(G)-Direct Plan
14.67 2,004
10.7
06 Sep' 22
1.99
12.94
N/A
N/A
15.70
14.86
N/A
N/A
 cagr
N/A
Q
360 ONE Flexicap Fund-Reg(G)
14.97 1,994
14.7
30 Jun' 23
2.74
N/A
N/A
N/A
14.85
14.40
N/A
N/A
 cagr
N/A
Q
Mirae Asset Flexi Cap Fund-Reg(G)
15.47 3,960
14.2
24 Feb' 23
6.83
14.74
N/A
N/A
15.16
13.96
N/A
N/A
 cagr
N/A
Q
Sundaram Flexi Cap Fund-Reg(G)
13.86 2,004
9.1
06 Sep' 22
1.99
12.94
N/A
N/A
13.97
13.15
N/A
N/A
 cagr
N/A
Q
Samco Flexi Cap Fund(G)-Direct Plan
10.29 286
0.7
04 Feb' 22
0.31
1.99
N/A
N/A
4.13
3.06
N/A
N/A
 cagr
N/A
Q
Samco Flexi Cap Fund-Reg(G)
9.66 286
-0.8
04 Feb' 22
0.31
1.99
N/A
N/A
2.64
1.60
N/A
N/A
 cagr
N/A
Q
NJ Flexi Cap Fund(G)-Direct Plan
12.94 2,536
9.8
05 Sep' 23
-1.8
N/A
N/A
N/A
3.70
N/A
N/A
N/A
 cagr
N/A
Q
NJ Flexi Cap Fund-Reg(G)
12.40 2,536
8.1
05 Sep' 23
-1.8
N/A
N/A
N/A
2.14
N/A
N/A
N/A
 cagr
N/A
Q
The Wealth Company Flexi Cap Fund(G)-Direct Pl...
9.83 228
-2.6
14 Oct' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
The Wealth Company Flexi Cap Fund-Reg(G)
9.71 228
-4.4
14 Oct' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Helios Flexi Cap Fund-Reg(G)
14.64 6,763
16
13 Nov' 23
8.95
N/A
N/A
N/A
9.49
N/A
N/A
N/A
 cagr
N/A
Q
JioBlackRock Flexi Cap Fund(G)-Direct Plan
9.57 3,031
-6.5
13 Oct' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Old Bridge Flexi Cap Fund(G)-Direct Plan
10.66 153
26.9
02 Mar' 26
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Bajaj Finserv Flexi Cap Fund(G)-Direct Plan
15.35 6,953
16.4
14 Aug' 23
8.92
N/A
N/A
N/A
15.36
N/A
N/A
N/A
 cagr
N/A
Q
Unifi Flexi Cap Fund(G)-Direct Plan
10.13 188
1.3
06 Jun' 25
N/A
N/A
N/A
N/A
-1.75
N/A
N/A
N/A
 cagr
N/A
Q
Abakkus Flexi Cap Fund(G)-Direct Plan
10.40 3,901
9.3
29 Dec' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Bajaj Finserv Flexi Cap Fund-Reg(G)
14.76 6,953
14.8
14 Aug' 23
8.92
N/A
N/A
N/A
13.74
N/A
N/A
N/A
 cagr
N/A
Q
Unifi Flexi Cap Fund-Reg(G)
10.00 188
0
06 Jun' 25
N/A
N/A
N/A
N/A
-2.91
N/A
N/A
N/A
 cagr
N/A
Q
Abakkus Flexi Cap Fund-Reg(G)
10.33 3,901
7.6
29 Dec' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
TRUSTMF Flexi Cap Fund(G)-Direct Plan
11.69 1,081
7.7
26 Apr' 24
3.54
N/A
N/A
N/A
2.93
N/A
N/A
N/A
 cagr
N/A
Q
Old Bridge Flexi Cap Fund-Reg(G)
10.62 153
25.1
02 Mar' 26
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
TRUSTMF Flexi Cap Fund-Reg(G)
11.28 1,081
5.9
26 Apr' 24
3.54
N/A
N/A
N/A
1.20
N/A
N/A
N/A
 cagr
N/A
Q
Helios Flexi Cap Fund(G)-Direct Plan
15.19 6,763
17.7
13 Nov' 23
8.95
N/A
N/A
N/A
11.06
N/A
N/A
N/A
 cagr
N/A
Q
Capitalmind Flexi Cap Fund(G)-Direct Plan
9.90 425
-1.2
04 Aug' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Capitalmind Flexi Cap Fund-Reg(G)
9.78 425
-2.6
04 Aug' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q

Categories:

Flexi Cap Funds Large Cap Funds Mid Cap Funds Small Cap Funds Multi Cap Funds Large & Mid Cap Funds Tax Saver Funds Index Funds ETF Funds Nifty Midcap 50 Nifty Midcap Select Nifty Midcap 100 Nifty Smallcap 250 Nifty Smallcap 50 NIFTY Smallcap 100 Nifty Microcap 250 Nifty Largemidcap 250 Nifty500 Multicap 50:25:25

Fund House (AMC):

Aditya Birla Axis BNP Paribas DSP Franklin HDFC ICICI Bandhan Invesco Kotak L&T Mirae Motilal PPFAS Quantum Nippon SBI Sundaram Tata UTI NAVI

FAQs

SIP refers to periodic investment in an MF. In this option, you commit to invest a pre-decided amount, at regular intervals, and you get allotted Units based on an MF’s NAV. E.g. Suppose you do an SIP of Rs. 1,000. If, for the 1st month its NAV is Rs. 15, you get 66.67 units. For the 2nd, the NAV is Rs. 25, so you get 40 units. For the 3rd, the NAV is Rs. 20, you get 50 units. At the end of 3 months, you have invested Rs. 3,000 and received 156.67 units at an average NAV of Rs. 19.2.

A Direct Plan means you investing directly thru' an AMC/MF website. As there is no Distributor involved, returns generated by this plan will be higher by the percentage fees paid to a Distributor. We, at MoneyWorks4me, encourage investors to invest in Direct Plans.

Regular Plan is when you invest in an MF scheme through a Distributor or Broker. This means you will end up paying some fees to the Distributor. The fees are directly paid by the AMC to a Distributor. For you as an investor, it is reflected in the lower NAV values, and higher Expense Ratio than a Direct Plan

It is the Fund House or the company responsible for managing investors’ money, and in turn, all the MF schemes.

The money collected by an MF Scheme is invested across asset classes like stocks, debt Funds, gold and cash. The market value of these investments at any given time minus the MF’s liabilities is known as the Fund’s AUM. (E.g. If a Fund’s value of investments is Rs. 100 Cr and liabilities Rs 5 Cr., then AUM is Rs. 95 Cr.) Though, a large AUM denotes a Fund’s popularity and success, it also means restrictions on investing (Fund will have to invest mainly in large companies) and difficulty in replicating past high return performance.

It is the price per unit of the MF scheme. On any given day, NAV is the price at which any investor invests in an MF scheme. NAV = [the market value of all the securities held by the scheme minus its liabilities] ÷ the number of units. Since, market value of securities changes every day, NAV of a scheme also changes every day. Similar to a stock price, a high or low NAV does not affect our investment decision.

A Benchmark is a popular index like the SENSEX, NIFTY or BSE 100, against which a Fund’s performance is gauged. A Fund is supposed to choose a Benchmark based upon the market-section it invests in. E.g. a Mid-Cap Fund may use NSE Midcap Index as its Benchmark. It makes sense to invest in an MF, only if it has consistently beaten its Benchmark performance over a 3-5 year period.

The Expense Ratio is the fee charged by a Mutual Fund for managing its investors’ money. It is shown as a percentage of the Assets Under Management (AUM). E.g. if you invest Rs. 10,000 in a Fund with an Expense Ratio of 1.5%, then you are paying the Fund Rs. 150 to manage your money. As a general rule, you are told to avoid Funds with high Expense Ratio. However, it can also turn to be a good investment, if it consistently generates excess returns (Alpha) over its Expense Ratio.

Load is the fees charged for buying (i.e. Entry load) and selling (i.e. Exit load) MF units. SEBI has scrapped the Entry load wef August 1, 2009. Some Funds may charge Investors an Exit load only on early exit (e.g. within a year of investment) to encourage long-term investment behaviour.

Rolling Returns consider performance on every day or week (or any specified frequency) of a defined period, and hence, tell you how you would have fared regardless of when you chose to invest. E.g. A monthly five-year Rolling Return is return from 1-Jan-2013 to 1-Jan-2018, 1-Feb-2013 to 1Feb-2018, subsequently for all months. For 3-yr or 2-yr rolling, the year changes respectively. We advise our users to look at Rolling Alpha, because it allows you to evaluate the consistency of a Fund’s performance over time - including the ups and downs of market cycles.

Choosing growth option means you will not receive extra units for Dividend declared by the Fund. Instead, the amount will stay invested in the Fund, thereby compounding your returns. Choose this option, if you prefer capital appreciation over regular income from your investment.

An Open-ended Fund or Scheme is one that is available for subscription and re-purchase on a continuous basis. These schemes do not have a fixed maturity period. Investors can conveniently buy and sell units at Net Asset Value (NAV) related prices which are declared on a daily basis. The key feature of open-end schemes is liquidity. The opposite is closed ended where the fund cannot be sold very easily.

Every fund is assessed on the following:
  1. Consistent Outperformers : Track record of having generated returns above a benchmark on a 3-year rolling basis. Consistent performers are Green, followed by Orange. Red have an inconsistent track record on outperforming the index.
  2. The average 3-year rolling returns number appears in the first button.
  3. Quality of Portfolio is assessed based on the quality of each stock held. Predominantly high quality stocks get a Green second button, followed by Orange and Red (large amount of risky stocks).
  4. Upside Potential: Every fund is assessed on what returns it could deliver in the next 5 years based on it.

Select the fund that is Green on Performance which shows it has consistently outperformed the index. Select one with a high average 3-year rolling returns - the number in the first button. And select one with a Green rating on Quality-the second button.

Use the Funds Screener and select the category. It shows the funds with Green on Performance and Quality right on the top. The ones with the higher average 3-year rolling returns are ranked the highest. Funds with less than 5 years returns history are colored Grey on Performance. Since the track record is not for an adequately long period they feature lower in the list.

Build a well-diversified portfolio with funds that assures you of a stable growth through market and economic cycles and funds that enhance your portfolio returns over the long run.
  1. Core Funds: Choose from Large cap, Large and Mid cap and Flexicap funds.
  2. Booster Funds
    1. Choose from Mid and Small cap funds.
    2. Select a Sector or Thematic Fund that is likely to outperform in the long term.

Use the Fund Portfolio Analyzer, Sher-ya-Billi to check if your portfolio will deliver healthy returns or disappoint you. Go to Fund Portfolio Analyzer. You can also upload details of your funds in the Portfolio Manager and see the report on this page.

When adding a new fund check how different is the fund compared to your portfolio by using the link in the Right allocation box on the Fund Decision Maker.

Most investors have more, many more funds that they should-over diversified. This tends to reduce returns. Many investors have more of the same i.e. they have funds that have very similar portfolios and hence the fund portfolio is not well-diversified. Either there are too many large cap dominated funds or far too many mid and small cap funds. What you require is a good, balanced mix. Finally investors don't know when to exit a fund and end up carrying it even though the future upside potential is very low.
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About MoneyWorks4Me

MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) dedicated to helping investors build long-term wealth through transparent, research-driven, conflict-free guidance. Founded in 2008, we started our journey as a Research Analyst (RA), providing deep fundamental analysis, intrinsic value insights, and long-term investing frameworks for Indian equities. In 2017, we transitioned to a full-fledged SEBI-registered Investment Adviser, strengthening our commitment to acting as a fiduciary—always putting the investor’s interest first.

Our Vision

To become India’s most trusted, research-powered fiduciary advisory platform—where every investor, regardless of experience, can make calm, confident, and well-reasoned investment decisions.

What Makes MoneyWorks4Me Different

  • Fiduciary-first advisory model.
    As SEBI-registered IAs, we are legally and ethically bound to act in the best interests of our clients. We do not sell or distribute any financial products. This ensures our guidance is 100% unbiased and conflict-free.
  • Deep fundamental research + robust valuation discipline.
    Built on more than 15 years of equity research, our framework combines quality assessment, intrinsic value estimation, and a sensible margin-of-safety approach.
  • Process—not predictions.
    We don’t rely on guesswork or market timing. Instead, we focus on asset allocation, risk management, and long-term compounding.
  • Technology + Human Intelligence.
    We believe a combination of both is essential for investing success. We constantly innovate and upgrade in-house tools, financial X-rays, and portfolio analytics so that our team of analysts and advisors are equipped with the best.
  • Partner with Clients.
    We follow a DIWM (Do-It-With-Me) approach where we partner clients in setting goals, financial planning, educating on our investing process and share decision-enabling resources transparently with our clients who retain control on execution.

Our Approach: Ensuring compounding work its magic on client portfolio.

MoneyWorks4Me ensures this through:

  • Investing in stocks, mutual funds, debt, and gold
  • Quality-at-Reasonable-Price way of investing in stocks
  • Constructing Direct Stock Portfolios with Core, Booster, and Amplifier stocks
  • A Mutual Fund Portfolio that delivers consistent out-performance and meaningful diversification (low overlap)
  • Periodic review and rebalancing
  • Clear Buy-Sell-Hold, and Position-sizing frameworks
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