UTI MF Buddy App February 2024 728x90

Mutual Fund risk adjusted returns ranking

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Scheme Name Launch Date AUM (Crore) TER (%) Sharpe Ratio Quartile Rank - Sharpe Alpha Quartile Rank - Alpha
ABSL Flexi Cap Gr Reg 14-08-1998 19,588.5 1.68 1.02 Lower Middle Quartile -1.49 Lower Middle Quartile
Axis Flexi Cap Reg Gr | Invest Online 10-11-2017 11,375.74 1.83 0.68 Bottom Quartile -5.5 Bottom Quartile
Bandhan Flexi Cap Reg Gr | Invest Online 14-09-2005 6,712.51 1.87 1.01 Lower Middle Quartile -0.9 Lower Middle Quartile
BANK OF INDIA Flexi Cap Reg Gr 05-06-2020 630.37 2.33 1.44 Top Quartile 5.99 Top Quartile
Canara Robeco Flexi Cap Reg Gr 05-09-2003 11,609.41 1.71 0.99 Lower Middle Quartile -1.81 Bottom Quartile
Edelweiss Flexi Cap Reg Gr 05-01-2015 1,598.23 2.05 1.16 Upper Middle Quartile 0.66 Upper Middle Quartile
Franklin India Flexi Cap Gr 29-09-1994 14,165.22 1.75 1.34 Top Quartile 2.93 Top Quartile
HDFC Flexi Cap Gr 01-01-1995 47,642.42 1.53 1.49 Top Quartile 6.26 Top Quartile
HSBC Flexi Cap Gr 24-02-2004 4,115.56 1.96 1.31 Upper Middle Quartile 2.09 Upper Middle Quartile
JM Flexi Cap Gr 23-09-2008 1,437.98 2.08 1.63 Top Quartile 6.93 Top Quartile
Kotak Flexi Cap Gr | Invest Online 05-09-2009 44,426.93 1.49 0.99 Lower Middle Quartile -1.9 Bottom Quartile
LICMF Flexi Cap Reg Gr | Invest Online 15-04-1993 938.18 2.34 1.0 Lower Middle Quartile -1.42 Lower Middle Quartile
Motilal Oswal Flexi Cap Fund Reg Gr | Invest Online 08-04-2014 9,131.44 1.77 0.82 Bottom Quartile -2.25 Bottom Quartile
Navi Flexi Cap Reg Gr 02-07-2018 249.39 2.2914 1.09 Upper Middle Quartile -0.25 Upper Middle Quartile
Parag Parikh Flexi Cap Reg Gr 05-05-2013 55,034.05 1.33 1.48 Top Quartile 6.23 Top Quartile
PGIM India Flexi Cap Reg Gr | Invest Online 05-02-2015 5,928.21 1.78 0.91 Bottom Quartile -1.98 Bottom Quartile
Quant Flexi Cap Gr 01-09-2008 3,539.9 1.91 1.58 Top Quartile 11.27 Top Quartile
SBI Flexi Cap Reg Gr | Invest Online 05-09-2005 20,139.83 1.7 1.05 Lower Middle Quartile -0.98 Lower Middle Quartile
Shriram Flexi Cap Reg Gr 05-09-2018 76.64 2.65 1.07 Upper Middle Quartile -0.44 Upper Middle Quartile
Tata Flexi Cap Reg Gr 05-08-2018 2,660.1 1.96 0.99 Lower Middle Quartile -1.42 Lower Middle Quartile
Taurus Flexi Cap Reg Gr 29-01-1994 326.48 2.64 0.96 Bottom Quartile -1.76 Lower Middle Quartile
Union Flexi Cap Gr 10-06-2011 1,917.58 2.07 1.22 Upper Middle Quartile 1.34 Upper Middle Quartile
UTI Flexi Cap Gr 05-08-2005 25,156.4 1.64 0.48 Bottom Quartile -7.73 Bottom Quartile

Quartile rankings are a measure of how well a mutual fund has performed against all other funds in its category. The rankings range from "Top Quartile" to "Bottom Quartile" for all time periods covered in our drop down menu above. Mutual funds with the lowest volatility in the chosen time period are assigned to "Top Quartile", whereas those with the highest volatility are assigned to "Bottom Quartile". Volatility of a fund is measured in terms of annualized standard deviation of monthly rolling returns over the period selected by the user (from the drop down menu). Quartile rankings are compiled by sorting funds in ascending order of volatilities. Funds in the top 25% are assigned the ranking of "Top Quartile", the next 25% are assigned a ranking of "Upper Middle Quartile", the next 25% after that are assigned a ranking of "Lower Middle Quartile" and the lowest 25% are assigned the ranking of "Bottom Quartile".

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