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Best Mutual Fund Study

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V P Manoj kumar
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15 views7 pages

Best Mutual Fund Study

Uploaded by

V P Manoj kumar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as XLSX, PDF, TXT or read online on Scribd
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YEARLY RETURN %

Scheme Name 2023 2022 2021 2020 2019 2018 2017


LIC MF Flexi Cap Fund - Direct Plan - Growth 31.6% 12.4% 53.6% 49.7% -1.8% -9.5% 46.7%
Parag Parikh Flexi Cap Fund - Direct Plan - Grow 37.9% -6.3% 45.5% 34.0% 15.5% 0.2% 30.1%
UTI Flexi Cap Fund - Direct Plan - Growth 40.4% 8.7% 32.0% 12.1% 17.8% -3.9% 41.0%
Canara Robeco Flexi Cap Fund - Direct Plan - Gr 31.0% 6.1% 39.1% 16.6% 4.3% -2.8% 32.1%
SBI Flexi Cap Fund - Direct Plan - Growth 26.3% -0.3% 29.5% 16.8% 9.8% -2.4% 35.1%
Franklin India Flexi Cap Fund - Direct - Growth 25.2% 6.0% 24.8% 12.8% 13.5% 0.7% 35.9%
Bandhan Flexi Cap Fund - Direct Plan - Growth 31.0% 19.1% 35.2% 6.6% 6.9% -2.2% 38.1%
Quant Flexi Cap Fund - Direct Plan - Growth 23.0% 1.6% 30.0% 14.4% 11.8% -4.1% 38.6%
HSBC Flexi Cap Fund - Direct Plan - Growth 32.0% -3.5% 32.1% 19.7% 18.1% -6.1% 41.1%
DSP Flexi Cap Fund - Direct Plan - Growth 31.8% -3.5% 33.8% 17.0% 7.5% -9.3% 41.3%
Kotak Flexi Cap Fund - Direct Plan - Growth 25.4% -0.7% 31.6% 10.2% 8.9% -8.1% 39.1%
HDFC Flexi Cap Fund - Direct Plan - Growth 19.9% -12.7% 32.6% 31.6% 12.5% 4.9% 30.7%
JM Flexi Cap Fund - Direct - Growth 23.6% -0.3% 32.6% 23.7% 13.4% 2.1% 38.7%
Aditya Birla Sun Life Flexi Cap Fund - Direct Plan 28.2% 0.1% 36.5% 21.3% 12.4% -2.2% 28.3%
Union Flexi Cap Fund - Direct Plan - Growth 28.0% -1.7% 20.0% 10.9% 14.5% -6.7% 26.9%
Taurus Flexi Cap Fund - Direct Plan - Growth 26.1% 4.8% 20.5% 6.6% 4.5% -7.8% 32.7%
2016 2015 2014 2013 AVG Scheme Name
6.8% 1.9% 69.1% -10.2% 22.8% LIC MF Flexi Cap Fund - Direct Plan - Growth
4.1% 9.3% 44.9% 11.6% 20.6% Parag Parikh Flexi Cap Fund - Direct Plan - Growth
11.7% -1.6% 57.0% -2.0% 19.4% UTI Flexi Cap Fund - Direct Plan - Growth
5.7% 5.3% 57.8% 5.6% 18.2% Canara Robeco Flexi Cap Fund - Direct Plan - Growth
16.0% 3.7% 57.3% 5.9% 18.0% SBI Flexi Cap Fund - Direct Plan - Growth
10.0% 3.9% 59.0% 5.0% 17.9% Franklin India Flexi Cap Fund - Direct - Growth
7.3% -4.6% 54.7% 3.3% 17.8% Bandhan Flexi Cap Fund - Direct Plan - Growth
6.2% 10.0% 56.9% 3.9% 17.5% Quant Flexi Cap Fund - Direct Plan - Growth
3.9% -0.5% 53.5% -0.6% 17.3% HSBC Flexi Cap Fund - Direct Plan - Growth
5.9% -1.6% 55.8% 7.4% 16.9% DSP Flexi Cap Fund - Direct Plan - Growth
-2.3% 8.0% 60.4% 5.2% 16.2% Kotak Flexi Cap Fund - Direct Plan - Growth
1.2% 1.2% 47.3% 6.7% 16.0% HDFC Flexi Cap Fund - Direct Plan - Growth
-2.1% 0.3% 40.5% 3.2% 16.0% JM Flexi Cap Fund - Direct - Growth
1.6% -7.2% 40.9% 5.5% 15.0% Aditya Birla Sun Life Flexi Cap Fund - Direct Plan - Growth
2.2% -7.7% 43.2% 4.5% 12.2% Union Flexi Cap Fund - Direct Plan - Growth
1.2% -0.1% 38.7% 0.6% 11.6% Taurus Flexi Cap Fund - Direct Plan - Growth
RANK
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
21 23 23 20 6 19 19 12 19 14 9
4 30 3 4 5 8 17 10 3 13 1
35 32 10 5 10 2 16 14 10 12 3
30 21 11 6 8 4 8 18 11 16 12
31 14 16 15 13 15 10 7 2 7 10
15 6 5 12 22 12 15 9 5 4 5
28 22 15 21 16 21 7 19 4 2 7
11 2 1 1 23 23 2 6 8 1 16
10 27 9 10 19 22 4 8 15 8 2
9 26 12 9 2 17 5 11 14 11 14
29 7 20 17 7 6 12 3 6 3 8
14 1 8 24 20 9 11 5 17 9 11
2 4 13 18 3 14 6 2 16 6 15
23 20 17 11 15 11 13 1 7 5 4
20 19 6 7 11 10 18 13 18 15 6
25 9 22 23 21 20 14 15 12 17 13
QUARTILES
Scheme Name 2023 2022 2021 2020 2019
LIC MF Flexi Cap Fund - Direct Plan - Growth 3 3 4 4 2
Parag Parikh Flexi Cap Fund - Direct Plan - Growth 1 4 1 1 1
UTI Flexi Cap Fund - Direct Plan - Growth 4 4 2 1 2
Canara Robeco Flexi Cap Fund - Direct Plan - Growth 4 3 2 1 2
SBI Flexi Cap Fund - Direct Plan - Growth 4 2 3 3 3
Franklin India Flexi Cap Fund - Direct - Growth 2 1 1 2 4
Bandhan Flexi Cap Fund - Direct Plan - Growth 3 3 3 4 3
Quant Flexi Cap Fund - Direct Plan - Growth 2 1 1 1 4
HSBC Flexi Cap Fund - Direct Plan - Growth 2 4 2 2 4
DSP Flexi Cap Fund - Direct Plan - Growth 1 4 2 2 1
Kotak Flexi Cap Fund - Direct Plan - Growth 4 1 3 3 2
HDFC Flexi Cap Fund - Direct Plan - Growth 2 1 2 4 4
JM Flexi Cap Fund - Direct - Growth 1 1 2 3 1
Aditya Birla Sun Life Flexi Cap Fund - Direct Plan - Growth 3 3 3 2 3
Union Flexi Cap Fund - Direct Plan - Growth 3 3 1 2 2
Taurus Flexi Cap Fund - Direct Plan - Growth 3 2 4 4 4

QUARTILE COUNT PERCENTAGE


1 to 1 13 25%
1 to 2 19 37%
1 to 3 9 18%
1 to 4 10 20%
TOTAL 51
2018 2017 2016 2015 2014 2013
4 4 3 4 4 3
2 4 3 1 4 1
1 4 3 3 3 1
1 2 4 3 4 3
3 2 2 1 2 3
3 3 2 2 1 2
4 2 4 1 1 2
4 1 2 2 1 4
4 1 2 4 2 1
3 1 3 3 3 4
2 3 1 2 1 2
2 3 2 4 3 3
3 2 1 4 2 4
2 3 1 2 2 1
2 4 3 4 4 2
4 3 4 3 4 4
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