Equity - Flexi Cap Fund 2023

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Decizen Rating (Understand the Method):- P: Performance, Q: Quality, UP: Upside Potential
Samco Flexi Cap Fund
9.84
701
-1.2
04 Feb' 22
13.36
NA
NA
NA
0.03
NA
NA
NA
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Mahindra Manulife Flexi Cap Fund
11.20
967
6.5
23 Aug' 21
18.64
NA
NA
NA
5.65
NA
NA
NA
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Sundaram Flexi Cap Fund
10.52
1,914
7
06 Sep' 22
NA
NA
NA
NA
NA
NA
NA
NA
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Baroda BNP Paribas Flexi Cap Fund
10.57
1,342
7.1
17 Aug' 22
NA
NA
NA
NA
NA
NA
NA
NA
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Nippon India Flexi Cap Fund
11.37
4,307
7.3
13 Aug' 21
13.47
NA
NA
NA
3.19
NA
NA
NA
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LIC MF Flexi Cap Fund
71.34
420
9
31 Mar' 98
17.16
18.2
10.19
8.12
10.96
9.20
8.92
8.75
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Shriram Flexi Cap Fund
15.27
61
9.4
28 Sep' 18
13.28
17.72
NA
NA
11.39
13.02
NA
NA
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Invesco India Flexi Cap Fund
11.29
945
9.7
14 Feb' 22
19.47
NA
NA
NA
9.31
NA
NA
NA
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Taurus Flexi Cap Fund
156.54
249
9.8
29 Jan' 94
11.85
19.49
7.23
7.72
11.43
9.41
9.85
10.81
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Union Flexi Cap Fund
35.60
1,405
11.2
10 Jun' 11
16.07
25.2
13.65
10.47
13.99
12.65
10.91
12.31
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Tata Flexi Cap Fund
16.58
2,131
11.2
06 Sep' 18
12.64
18.91
NA
NA
13.39
15.09
NA
NA
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Edelweiss Flexi Cap Fund
24.73
1,118
11.5
03 Feb' 15
17.04
25.4
12.21
NA
13.97
12.76
11.67
NA
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Axis Flexi Cap Fund
18.47
10,731
11.7
17 Nov' 17
11.6
17.76
11.35
NA
13.26
15.75
11.25
NA
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Navi Flexi Cap Fund
17.34
208
11.8
09 Jul' 18
18.6
23.08
NA
NA
14.19
16.07
NA
NA
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ICICI Prudential Flexicap Fund
12.37
11,093
11.9
19 Jul' 21
19.52
NA
NA
NA
10.21
NA
NA
NA
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SBI Flexicap Fund
81.50
16,458
12.6
16 Sep' 05
14.84
24.13
11.56
14.25
17.47
15.05
14.14
13.19
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PGIM India Flexi Cap Fund
26.75
5,457
12.6
04 Mar' 15
14.71
27.52
15.28
NA
15.84
15.03
13.95
NA
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DSP Flexi Cap Fund
69.01
7,847
12.8
07 Jun' 07
19.56
22.72
12.88
12.6
16.48
13.89
13.61
13.68
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JM Flexicap Fund
60.48
326
13
23 Sep' 08
26.58
27.22
14.35
14.46
17.84
13.99
12.77
13.27
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WhiteOak Capital Flexi Cap Fund
11.11
1,197
13.2
02 Aug' 22
NA
NA
NA
NA
NA
NA
NA
NA
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Quant Flexi Cap Fund
64.30
1,334
13.5
23 Sep' 08
18.92
39.16
19.45
16.68
23.17
15.56
11.97
12.68
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Kotak Flexicap Fund
57.56
37,217
13.6
11 Sep' 09
18.41
22.14
11.71
13.79
17.39
15.38
15.18
15.08
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UTI Flexi Cap Fund
242.91
24,237
14.5
01 Aug' 05
11.33
21.89
12.07
12.63
16.36
14.93
14.63
14.44
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HSBC Flexi Cap Fund-Reg(G)
138.41
3,289
14.6
24 Feb' 04
16.53
23.63
9.57
10.98
15.72
13.14
12.59
12.60
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Motilal Oswal Flexi Cap Fund
34.86
8,368
14.7
28 Apr' 14
14.3
16.08
5.73
13.51
13.06
11.14
9.39
13.47
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IDBI Flexi Cap Fund
36.67
360
15.2
28 Mar' 14
15.82
23.71
11.22
13.64
13.70
11.53
9.95
14.04
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Bandhan Flexi Cap Fund
142.81
5,764
16.2
28 Sep' 05
16.04
21.18
8.93
11.51
15.86
14.04
15.01
16.78
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Canara Robeco Flexi Cap Fund
237.37
9,464
17.4
16 Sep' 03
15.6
22.55
13.59
12.3
15.36
13.71
13.79
14.15
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Franklin India Flexi Cap Fund
1051.01
10,370
17.6
29 Sep' 94
17.62
27.56
12.63
13.77
17.37
14.60
14.23
15.14
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HDFC Flexi Cap Fund
1219.34
33,222
18.4
01 Jan' 95
22.88
31.63
14.9
12.63
17.61
13.30
13.52
14.69
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Parag Parikh Flexi Cap Fund
54.72
33,616
18.4
28 May' 13
19.16
28.1
18.2
16.46
19.71
17.54
16.14
18.00
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Aditya Birla Sun Life Flexi Cap Fund
1191.68
15,935
21.3
27 Aug' 98
15.96
23.24
10.93
12.71
17.96
15.29
14.66
14.71
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Bank of India Flexi Cap Fund
20.82
354
28.3
29 Jun' 20
16.64
NA
NA
NA
25.29
27.69
NA
NA
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Mirae Asset Flexi Cap Fund
10.88
757
34.5
24 Feb' 23
NA
NA
NA
NA
NA
NA
NA
NA
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ITI Flexi Cap Fund
11.24
187
46.9
17 Feb' 23
NA
NA
NA
NA
NA
NA
NA
NA
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*Based on the Fund's Ranking within its Category
FAQ's
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.