Categorywise Rolling Return Performance
Category : Equity - Flexi Cap Fund
Frequency : Yearly Plan : Regular As On: 3rd July 2024
10 Year 5 Year 3 Year
Scheme
AVG MAX MIN AVG MAX MIN AVG MAX MIN
360 ONE Flexicap Fund-Reg(G) - - - - - - - - -
Aditya Birla SL Flexi Cap Fund(G) 18.84% 92.84% -32.10% 16.71% 92.84% -32.10% 19.59% 73.59% -8.92%
Axis Flexi Cap Fund-Reg(G) - - - 15.22% 68.81% -16.13% 15.46% 68.81% -14.17%
Bajaj Finserv Flexi Cap Fund-Reg(G) - - - - - - - - -
Bandhan Flexi Cap Fund-Reg(G) 16.73% 78.47% -30.38% 14.51% 75.93% -30.38% 19.11% 62.05% -6.57%
Bank of India Flexi Cap Fund-Reg(G) - - - - - - 28.95% 78.92% -6.24%
Baroda BNP Paribas Flexi Cap Fund-
- - - - - - - - -
Reg(G)
Canara Rob Flexi Cap Fund-Reg(G) 16.53% 82.28% -23.82% 17.62% 82.28% -23.82% 18.81% 65.80% -8.07%
DSP Flexi Cap Fund-Reg(G) 18.44% 85.59% -22.72% 18.90% 85.59% -22.72% 20.39% 75.93% -10.88%
Edelweiss Flexi Cap Fund-Reg(G) - - - 17.66% 88.89% -30.96% 21.99% 69.60% -4.62%
Franklin India Flexi Cap Fund(G) 19.23% 103.44% -35.76% 20.07% 103.44% -35.76% 25.91% 84.01% -3.38%
HDFC Flexi Cap Fund(G) 19.52% 98.46% -38.57% 20.94% 98.46% -38.57% 29.28% 83.73% 4.01%
HSBC Flexi Cap Fund-Reg(G) 17.39% 92.04% -35.27% 17.12% 92.04% -35.27% 21.81% 66.55% -9.46%
Helios Flexi Cap Fund-Reg(G) - - - - - - - - -
ICICI Pru Flexicap Fund(G) - - - - - - - - -
ITI Flexi Cap Fund-Reg(G) - - - - - - - - -
Invesco India Flexi Cap Fund-Reg(G) - - - - - - - - -
SK WEALTH
AMFI-Registered Mutual Fund Distributor
Email: [Link]@[Link], M: 9397682824
Categorywise Rolling Return Performance
Category : Equity - Flexi Cap Fund
Frequency : Yearly Plan : Regular As On: 3rd July 2024
10 Year 5 Year 3 Year
Scheme
AVG MAX MIN AVG MAX MIN AVG MAX MIN
JM Flexicap Fund-Reg(G) 21.18% 81.04% -23.51% 22.74% 81.04% -23.51% 29.35% 79.05% -2.66%
Kotak Flexicap Fund(G) 18.39% 87.51% -30.70% 16.06% 87.51% -30.70% 18.90% 60.12% -5.12%
LIC MF Flexi Cap Fund-Reg(G) 12.40% 65.49% -26.33% 13.92% 65.49% -24.77% 16.69% 51.94% -8.21%
Mahindra Manulife Flexi Cap Fund-Reg(G) - - - - - - - - -
Mirae Asset Flexi Cap Fund-Reg(G) - - - - - - - - -
Motilal Oswal Flexi Cap Fund-Reg(G) - - - 13.20% 82.53% -31.69% 16.19% 58.99% -13.27%
NJ Flexi Cap Fund-Reg(G) - - - - - - - - -
Navi Flexi Cap Fund-Reg(G) - - - - - - 19.77% 64.20% -5.77%
Nippon India Flexi Cap Fund-Reg(G) - - - - - - - - -
PGIM India Flexi Cap Fund-Reg(G) - - - 20.94% 119.94% -29.16% 19.76% 80.93% -11.13%
Parag Parikh Flexi Cap Fund-Reg(G) 20.61% 98.14% -22.08% 23.47% 98.14% -22.08% 24.19% 67.98% -8.41%
Quant Flexi Cap Fund(G) 27.03% 143.61% -35.32% 31.43% 143.61% -35.32% 35.70% 112.38% -2.51%
SBI Flexicap Fund-Reg(G) 18.56% 86.63% -29.24% 16.39% 86.63% -29.24% 19.30% 71.79% -5.78%
Samco Flexi Cap Fund-Reg(G) - - - - - - - - -
Shriram Flexi Cap Fund-Reg(G) - - - - - - 17.69% 50.98% -5.26%
Sundaram Flexi Cap Fund-Reg(G) - - - - - - - - -
TRUSTMF Flexi Cap Fund-Reg(G) - - - - - - - - -
SK WEALTH
AMFI-Registered Mutual Fund Distributor
Email: [Link]@[Link], M: 9397682824
Categorywise Rolling Return Performance
Category : Equity - Flexi Cap Fund
Frequency : Yearly Plan : Regular As On: 3rd July 2024
10 Year 5 Year 3 Year
Scheme
AVG MAX MIN AVG MAX MIN AVG MAX MIN
Tata Flexi Cap Fund-Reg(G) - - - - - - 16.84% 53.13% -8.81%
Taurus Flexi Cap Fund-Reg(G) 13.26% 77.29% -36.06% 13.38% 77.29% -36.06% 19.06% 53.78% -7.79%
UTI Flexi Cap Fund-Reg(G) 16.58% 98.90% -24.08% 16.43% 98.90% -24.08% 14.60% 81.81% -17.58%
Union Flexi Cap Fund-Reg(G) 15.51% 94.36% -28.04% 19.34% 94.36% -28.04% 21.94% 71.85% -7.62%
WOC Flexi Cap Fund-Reg(G) - - - - - - - - -
Category Average 18.14 % 18.30 % 21.30 %
Disclaimer: This report has been prepared on the basis of data available to us. We have taken all precautions so that there
are no errors and lapses. However, we do not assume any liability for actions taken on the basis of this report. The user is
advised to verify the contents of the report independently. We have considered only those periods for data frequency for
which Start Date as well as End Date NAV is declared. Past performance may or may not be sustained in future. Mutual
fund investments are subject to market risks, read all scheme related documents carefully.
Report Date : 04/07/2024
SK WEALTH
AMFI-Registered Mutual Fund Distributor
Email: [Link]@[Link], M: 9397682824
