Peer Performance Report

Date Data as at 11 March 2024

Category Flexicap
AUM
Scheme Name 6 Months Rank 1 Year Rank 3 Years Rank 5 Years Rank
(In Cr.)
Quant Flexi Cap Fund - Growth 4,155 29.00 2 57.29 1 33.57 1 29.75 1
JM Flexicap Fund - Growth 1,657 22.94 4 56.48 2 25.42 3 23.09 3
Bank of India Flexi Cap Fund - Reg - Growth 683 24.68 3 55.28 3 25.59 2 -- --
ITI Flexi Cap Fund - Reg - Growth 811 18.23 8 50.06 4 -- -- -- --
Motilal Oswal Flexi Cap Fund - Reg - Growth 9,424 17.25 12 48.45 5 13.26 22 13.33 23
Invesco India Flexi Cap Fund - Reg - Growth 1,449 19.63 6 45.64 6 -- -- -- --
Franklin India Flexi Cap Fund - Growth 14,471 17.20 14 43.72 7 20.56 6 19.13 6
HDFC Flexi Cap Fund - Growth 49,657 18.83 7 43.09 8 24.50 4 20.11 4
Parag Parikh Flexi Cap Fund - Reg - Growth 58,901 17.93 9 42.85 9 22.79 5 23.27 2
Taurus Flexi Cap Fund - Reg - Growth 334 16.45 15 42.38 10 17.33 10 13.58 22
HSBC Flexi Cap Fund - Growth 4,200 17.24 13 41.83 11 18.15 8 16.63 11
WhiteOak Capital Flexi Cap Fund - Reg - Growth 3,133 12.52 23 41.44 12 -- -- -- --
Shriram Flexi Cap Fund - Reg - Growth 80 22.00 5 41.33 13 16.86 11 14.79 17
ICICI Prudential Flexicap Fund - Reg - Growth 14,197 17.39 11 40.96 14 -- -- -- --
Union Flexi Cap Fund - Growth 1,983 14.69 18 39.44 15 18.08 9 19.19 5
Edelweiss Flexi Cap Fund - Reg - Growth 1,644 17.63 10 39.40 16 18.23 7 17.67 8
Nippon India Flexi Cap Fund - Reg - Growth 6,158 11.56 26 39.34 17 -- -- -- --
Mahindra Manulife Flexi Cap Fund - Reg - Growth 1,219 12.10 24 37.81 18 -- -- -- --
Baroda BNP Paribas Flexi Cap Fund - Reg - Growth 1,241 14.56 19 36.99 19 -- -- -- --
Aditya Birla Sun Life Flexi Cap Fund - Growth 19,767 12.72 22 36.06 20 15.67 12 16.14 12
Mirae Asset Flexi Cap Fund - Reg - Growth 1,649 10.76 27 33.98 21 -- -- -- --
Kotak Flexicap Fund - Reg - Growth 45,112 12.79 21 33.90 22 15.23 16 15.79 13
Bandhan Flexi Cap Fund - Reg - Growth 6,754 11.97 25 33.68 23 15.60 14 14.29 19
DSP Flexi Cap Fund - Reg - Growth 10,018 8.04 33 33.50 24 14.44 17 17.47 9
LIC MF Flexi Cap Fund - Growth 940 8.46 32 33.23 25 13.67 20 13.73 21
Tata Flexi Cap Fund - Reg - Growth 2,625 9.06 31 32.97 26 13.50 21 14.49 18
Canara Robeco Flexi Cap Fund - Growth 11,875 13.18 20 31.97 27 15.27 15 17.17 10
SBI Flexicap Fund - Growth 20,097 10.19 29 30.83 28 14.26 18 15.48 14
Sundaram Flexicap Fund - Reg - Growth 2,084 9.70 30 30.39 29 -- -- -- --
Navi Flexi Cap Fund - Reg - Growth 251 7.38 34 30.25 30 15.67 13 14.83 16
Axis Flexi Cap Fund - Reg - Growth 11,491 10.72 28 29.88 31 10.85 23 14.84 15
Samco Flexi Cap Fund-Reg-Growth 763 6.15 36 29.80 32 -- -- -- --
PGIM India Flexi Cap Fund - Reg - Growth 5,945 6.65 35 24.82 33 13.96 19 18.86 7
UTI Flexi Cap Fund - Growth 24,684 1.85 37 20.16 34 7.22 24 13.91 20
Bajaj Finserv Flexi Cap Fund - Reg - Growth 2,338 15.06 17 -- -- -- -- -- --
360 ONE Flexicap Fund - Reg - Growth 400 15.42 16 -- -- -- -- -- --
IDBI Flexi Cap Fund - Reg - Growth 383 -- -- -- -- -- -- -- --
Helios Flexi Cap Fund - Reg - Growth 983 -- -- -- -- -- -- -- --
NJ Flexi Cap Fund - Reg - Growth 999 29.13 1 -- -- -- -- -- --
Peer Group Average 14.62 38.51 17.49 17.28
S&P BSE 500 TRI 15.14 38.93 18.14 18.22