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Period | This Fund | Category Avg |
---|---|---|
1y | 19.02% | 14.55% |
3y | 24.56% | 23.3% |
5y | 18.65% | 13.12% |
7y | 18.76% | 13.98% |
10y | 20.03% | 17.82% |
15y | -- | 13.45% |
Since Inception | 19.37% | 13.77% |
1y | 26.76% | 22.25% |
3y | 19.13% | 17.18% |
5y | 22.34% | 17.49% |
7y | 20.31% | 15.21% |
10y | 19.03% | 15.03% |
15y | -- | 14.93% |
Since Inception | 19.05% | 14.2% |
Trailing returns show point-to-point returns over different time periods. When compared to other assets or products, trailing returns indicate how well this fund has compounded in comparison.
Period | Fund Median | Category Avg Median |
---|---|---|
Any 1y | 17.4% | 11.2% |
Any 3y | 16.3% | 13.8% |
Any 5y | 17.6% | 13.4% |
Any 7y | 18.2% | 13.9% |
Any 10y | 19.6% | 13.7% |
Any 1y | 16.6% | 12.8% |
Any 3y | 17.1% | 15.6% |
Any 5y | 18.6% | 14.5% |
Any 7y | 19.5% | 14.8% |
Rolling returns is the best measure of consistency & likelihood of returns. For example, if you see 15% rolling returns for 3yrs, it means that if you pick any 3-year period across the fund's life, the fund is likely to give 15%.
Fund name | Annual Returns % | Expense ratio | ETM Rank | AUM |
---|---|---|---|---|
Quant Flexi Cap Fund | 22.59% | 0.58% | #2 | ₹1,782 Crs |
Parag Parikh Flexi Cap Fund | 18.59% | 0.69% | #7 | ₹39,848 Crs |
PGIM India Flexi Cap Fund | 17.3% | 0.4% | #11 | ₹5,973 Crs |
JM Flexicap Fund | 16.16% | 1.46% | #3 | ₹475 Crs |
HDFC Flexi Cap Fund | 16.0% | 0.96% | #1 | ₹38,266 Crs |
Union Flexi Cap Fund | 15.0% | 0.96% | #7 | ₹1,595 Crs |
Performance Ratio | This Fund | Category Avg |
---|---|---|
Standard Deviation | 11.88 | 9.68 |
Alpha | 7.49 | 0.82 |
Beta | 0.65 | 0.62 |
Sharpe | 1.69 | 0.91 |
Sortino | 2.38 | 1.76 |