⚖ 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
+0.9%
+1.7%↑ best
3 Months
-3.5%↑ best
-3.5%
6 Months
+2.6%↑ best
+1.1%
1 Year
-2.1%
+6.4%↑ best
3 Years
+12.5%
+14.4%↑ best
5 Years
+13.0%↑ best
+12.9%
7 Years
+15.8%
+22.8%↑ best
10 Years
+14.9%
+17.8%↑ best
Inception
+13.4%
+13.9%↑ best
📉 Risk Metrics
Volatility
15.7%
17.9%
Max Drawdown
-23.5%
-24.3%
Return/Risk
0.80
0.81
🏅 Category Peer-Rank
Rank by 3Y Return
#13 of 34
#10 of 34
💰 Wealth Simulation
Lumpsum (₹1L MF · ₹10L SIF min.)
1Y
₹97,920
₹2,080
→
3Y
₹1,42,269
+₹42,269
→
5Y
₹1,84,244
+₹84,244
1Y
₹1,06,440
+₹6,440
→
3Y
₹1,49,877
+₹49,877
→
5Y
₹1,83,267
+₹83,267
📊 Portfolio Overlap & Structure
Portfolio Overlap
10.2%
overlap
10.2%
overlap
🏛 Market Cap Breakdown
Large Cap Equity
43.6%
53.2%
Mid Cap Equity
13.8%
29.0%
Small Cap Equity
26.9%
1.8%
Debt / Cash / Other
15.8%
16.0%
🏢 Top Sectors per Fund
Top Sector Allocation
25.6%
18.0%
15.6%
12.9%
8.6%
26.1%
17.8%
17.1%
10.6%
8.7%
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.