Category: Equity: Flexi Cap
Launch Date: 01-08-2023
Riskometer: Very High
Mr. Nimesh Chandan, Mr. Sorbh Gupta, Mr. Siddharth Chaudhary
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Scheme Name | Inception Date |
1 Year Rtn (%) |
2 Year Rtn (%) |
3 Year Rtn (%) |
5 Year Rtn (%) |
10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Bajaj Finserv Flexi Cap Fund -Regular Plan-Growth | 01-08-2023 | 9.41 | 8.89 | - | - | - |
| BANK OF INDIA Flexi Cap Fund Regular Plan -Growth | 05-06-2020 | 15.6 | 6.25 | 21.59 | 18.68 | - |
| ITI Flexi Cap Fund- Regular Plan- Growth | 17-02-2023 | 10.82 | 6.7 | 19.65 | - | - |
| Navi Flexi Cap Fund - Regular Plan - Growth | 02-07-2018 | 10.71 | 5.9 | 12.65 | 12.29 | - |
| Helios Flexi Cap Fund - Regular Plan - Growth Option | 13-11-2023 | 10.47 | 7.34 | - | - | - |
| Quant Flexi Cap Fund - Growth Option - Regular Plan | 01-09-2008 | 9.38 | 2.41 | 17.71 | 18.63 | 19.56 |
| LIC MF Flexi Cap Fund-Regular Plan-Growth | 15-04-1993 | 8.8 | 3.57 | 11.83 | 11.71 | 11.01 |
| ICICI Prudential Flexicap Fund - Growth | 07-07-2021 | 8.66 | 7.68 | 17.2 | - | - |
| HSBC Flexi Cap Fund - Regular Growth | 24-02-2004 | 8.41 | 7.44 | 18.07 | 15.75 | 13.54 |
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | 14-08-1998 | 7.48 | 9.18 | 17.34 | 13.99 | 14.5 |
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Bajaj-Finserv-Flexi-Cap-Fund-Regular-Plan-Growth | ||||||
| Equity: Flexi Cap | - | - | - | - | - | - |