⚖ JM Flexi Cap Fund vs Quant Flexi Cap Fund
Abundance Financial Services · ARN-251838
FUND
JM Flexi Cap Fund
JM Financial Mutual Fund
Quant Flexi Cap Fund
quant Mutual Fund
📊 Returns Across All Time Horizons
1 Month
-1.6%
-1.2%↑ best
3 Months
+3.1%↑ best
-0.8%
6 Months
+14.6%
+18.9%↑ best
1 Year
-0.5%
+9.5%↑ best
3 Years
+13.4%
+14.7%↑ best
5 Years
+14.2%↑ best
+13.7%
7 Years
+17.1%
+24.3%↑ best
10 Years
+15.1%
+18.2%↑ best
Inception
+13.7%
+14.2%↑ best
📉 Risk Metrics
Volatility
15.5%
17.7%
Max Drawdown
-23.5%
-24.3%
Return/Risk
0.87
0.83
🏅 Category Peer-Rank
Rank by 3Y Return
#12 of 37
#9 of 37
💰 Wealth Simulation
Lumpsum (₹1L MF · ₹10L SIF min.)
1Y
₹99,470
₹530
→
3Y
₹1,45,866
+₹45,866
→
5Y
₹1,93,896
+₹93,896
1Y
₹1,09,470
+₹9,470
→
3Y
₹1,50,782
+₹50,782
→
5Y
₹1,89,687
+₹89,687
📊 Portfolio Overlap & Structure
Portfolio Overlap
10.6%
overlap
10.6%
overlap
🏛 Market Cap Breakdown
Large Cap Equity
46.9%
51.8%
Mid Cap Equity
14.9%
16.3%
Small Cap Equity
24.3%
1.3%
Debt / Cash / Other
13.8%
30.6%
🏢 Top Sectors per Fund
Top Sector Allocation
26.3%
18.3%
15.9%
14.8%
7.5%
24.5%
17.6%
16.4%
12.2%
10.5%
Overall Leader: Quant Flexi Cap Fund
Quant Flexi Cap Fund by quant Mutual Fund ranks highest across the metrics compared — weighted toward long-term consistency (5Y/7Y/10Y and Return/Risk count most, 1M/3M count least), averaged only over the periods each fund actually has data for so a newer fund isn't penalized for not existing that long.
Important Disclosure:This comparison is for informational and educational purposes only and does not constitute investment advice. Data sourced from AMFI (mutual funds) and SEBI-regulated SIF disclosures. Past performance is not indicative of future returns. Abundance Financial Services. Atin Kumar Agrawal · ARN-251838 · AMFI Registered Mutual Fund & SIF Distributor.