Comparison of 20 FlexiCap MF Schemes
Flexi Cap has become a very popular Category amongst Mutual Fund Investors. With dozens of AMCs each offering several MF schemes, it becomes a Gigantic task to just Compare & Choose the right MF scheme.
Here I have tried to simplify the process of Comparison of several Flexi Cap MF schemes from various AMCs. To begin with I have included 20 MF schemes with Total AUM of over ₹3.75 lakh crores.
My aim in presenting this simplified Comparison Data is to help INVESTORs make better decisions while choosing MF schemes. Of course......past performance may not necessarily be repeated in future, but such Analysis will help us identify MF schemes which have higher Probability of doing well. This Data will also help us churn out Portfolio, in case we are stuck in MF schemes which are clearly under-performing on a repeated basis.
How to read the Data in the above Table:
Instead of telling you the % Returns a MF scheme has delivered over last 6 months or 1-yr or 3-yrs, I have tried to make it simpler for Comparison. The Table above tells you Today's Value of ₹100 invested in the respective MF schemes on different Dates mentioned at the Top of the Table. For reference, I have also done the same for Nifty50 & Nifty500 indices, to get an idea of general Market Performance during that period.
eg: The first column after AUM figures is for 1st Jan'20. This column tells you the current value of ₹100 invested in Nifty50, Nifty500 & then the FlexiCap MF schemes that were active on that date. The highest figure in each column will tell you the Best Performing MF scheme from that Date till Today.
I have also used shading of Green colour to help identify the Better Performers from each respective Date. The Dates I have chosen are 1st Jan of each of previous 5 years and then 1st Date of each Quarter for current Calendar Year. This will give us a good idea of performance of these MF schemes in recent few months as well as for longer periods of upto 5 or 6 years. The Latest Quote figures will be pulled from Google Finance page. Whenever the Quotes/NAVs get updated on Google Finance page, the same will reflect in the above Table. And then the Today's Value figures will change accordingly.