Mutual Fund risk adjusted returns ranking
| Scheme Name | Launch Date | AUM (Crore) | TER (%) | Sharpe Ratio | Quartile Rank - Sharpe | Alpha | Quartile Rank - Alpha |
|---|---|---|---|---|---|---|---|
| ABSL Flexi Cap Gr Dir | 01-01-2013 | 25,631.51 | 0.85 | 0.85 | Top Quartile | 2.67 | Upper Middle Quartile |
| Axis Flexi Cap Dir Gr | Invest Online | 13-11-2017 | 12,647.42 | 0.63 | 0.65 | Lower Middle Quartile | -0.2 | Bottom Quartile |
| Bandhan Flexi Cap Dir Gr | Invest Online | 01-01-2013 | 7,285.44 | 1.43 | 0.74 | Upper Middle Quartile | 1.08 | Upper Middle Quartile |
| Bank of India Flexi Cap Dir Gr | Invest Online | 29-06-2020 | 2,387.56 | 1.54 | 0.93 | Top Quartile | 6.06 | Top Quartile |
| Baroda BNP Paribas Flexi Cap Fund Dir Gr | 16-08-2022 | 1,199.8 | 1.01 | 0.7 | Lower Middle Quartile | 0.58 | Lower Middle Quartile |
| Canara Robeco Flexi Cap Dir Gr | Invest Online | 02-01-2013 | 13,082.73 | 0.74 | 0.66 | Lower Middle Quartile | -0.14 | Lower Middle Quartile |
| DSP Flexi Cap Dir Gr | 01-01-2013 | 11,769.1 | 1.19 | 0.71 | Lower Middle Quartile | 0.82 | Lower Middle Quartile |
| Edelweiss Flexi Cap Dir Gr | 27-01-2015 | 3,320.47 | 0.52 | 0.86 | Top Quartile | 3.03 | Upper Middle Quartile |
| Franklin India Flexi Cap Dir Gr | 01-01-2013 | 19,049.25 | 0.96 | 0.79 | Upper Middle Quartile | 1.87 | Upper Middle Quartile |
| HDFC Flexi Cap Dir Gr | Invest Online | 01-01-2013 | 100,479.23 | 0.67 | 1.03 | Top Quartile | 5.0 | Top Quartile |
| HSBC Flexi Cap Gr Dir | 01-01-2013 | 5,405.11 | 1.49 | 0.8 | Upper Middle Quartile | 2.41 | Upper Middle Quartile |
| ICICI Pru Flexicap Dir Gr | 05-07-2021 | 20,936.07 | 0.75 | 0.85 | Top Quartile | 3.07 | Upper Middle Quartile |
| Invesco India Flexi Cap Fund Dir Gr | 14-02-2022 | 4,815.82 | 0.6 | 0.86 | Top Quartile | 3.76 | Top Quartile |
| ITI Flexi Cap Fund Dir Gr | 17-02-2023 | 1,290.33 | 1.29 | 0.92 | Top Quartile | 4.84 | Top Quartile |
| JM Flexi Cap Dir Gr | 01-01-2013 | 5,074.98 | 1.36 | 0.83 | Upper Middle Quartile | 3.42 | Top Quartile |
| Kotak Flexi Cap Gr Dir | Invest Online | 01-01-2013 | 54,838.63 | 0.65 | 0.71 | Lower Middle Quartile | 0.78 | Lower Middle Quartile |
| LICMF Flexi Cap Dir Gr | Invest Online | 01-01-2013 | 973.28 | 2.39 | 0.52 | Bottom Quartile | -1.99 | Bottom Quartile |
| Mahindra Manulife Flexi Cap Fund Dir Gr | 23-08-2021 | 1,541.97 | 0.52 | 0.7 | Lower Middle Quartile | 0.57 | Lower Middle Quartile |
| Mirae Asset Flexi Cap Fund Dir Gr | Invest Online | 15-03-2023 | 3,959.68 | 0.58 | 0.75 | Upper Middle Quartile | 1.18 | Upper Middle Quartile |
| Motilal Oswal Flexi Cap Fund Dir Gr | Invest Online | 28-04-2014 | 12,770.08 | 1.07 | 0.85 | Top Quartile | 4.81 | Top Quartile |
| Navi Flexi Cap Dir Gr | 02-07-2018 | 260.34 | 0.61 | 0.61 | Bottom Quartile | -0.69 | Bottom Quartile |
| Nippon India Flexi Cap Fund Dir Gr | 16-08-2021 | 9,306.72 | 0.53 | 0.69 | Lower Middle Quartile | 0.45 | Lower Middle Quartile |
| Parag Parikh Flexi Cap Dir Gr | 24-05-2013 | 140,949.12 | 0.77 | 1.16 | Top Quartile | 5.24 | Top Quartile |
| PGIM India Flexi Cap Dir Gr | Invest Online | 25-02-2015 | 5,792.97 | 0.56 | 0.57 | Bottom Quartile | -1.34 | Bottom Quartile |
| Quant Flexi Cap Gr Dir | 01-01-2013 | 6,646.62 | 0.82 | 0.73 | Upper Middle Quartile | 1.88 | Upper Middle Quartile |
| Samco Flexi Cap Fund Dir Gr | 04-02-2022 | 286.44 | 0.98 | - | - | -11.52 | Bottom Quartile |
| SBI Flexi Cap Dir Gr | Invest Online | 29-09-2005 | 22,402.68 | 1.49 | 0.49 | Bottom Quartile | -2.44 | Bottom Quartile |
| Shriram Flexi Cap Dir Gr | 28-09-2018 | 128.03 | 1.71 | 0.38 | Bottom Quartile | -3.96 | Bottom Quartile |
| Sundaram Flexicap Fund Dir Gr | 06-09-2022 | 2,003.89 | 0.71 | 0.65 | Lower Middle Quartile | -0.18 | Lower Middle Quartile |
| Tata Flexi Cap Dir Gr | 31-08-2018 | 3,633.29 | 0.8 | 0.78 | Upper Middle Quartile | 1.74 | Upper Middle Quartile |
| Taurus Flexi Cap Dir Gr | 01-01-2013 | 343.62 | 4.52 | 0.52 | Bottom Quartile | -2.1 | Bottom Quartile |
| Union Flexi Cap Dir Gr | Invest Online | 01-01-2013 | 2,294.07 | 1.49 | 0.67 | Lower Middle Quartile | 0.15 | Lower Middle Quartile |
| UTI Flexi Cap Gr Dir | 01-01-2013 | 22,167.58 | 1.01 | 0.33 | Bottom Quartile | -4.38 | Bottom Quartile |
| WhiteOak Capital Flexi Cap Fund Dir Gr | 02-08-2022 | 7,906.75 | 0.61 | 0.92 | Top Quartile | 3.83 | Top 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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