๐ Returns Across All Time Horizons
1 Month
-1.2%โ best
-1.2%
3 Months
-0.5%โ best
-0.8%
6 Months
+2.0%
+18.9%โ best
3 Years
+11.6%
+14.7%โ best
5 Years
+10.4%
+13.7%โ best
7 Years
+18.2%
+24.3%โ best
10 Years
+16.2%
+18.2%โ best
Inception
+17.1%โ best
+14.2%
๐ Risk Metrics
๐
Category Peer-Rank
Rank by 3Y Return
#16 of 37
#9 of 37
๐ฐ Wealth Simulation
Lumpsum (โน1L MF ยท โน10L SIF min.)
๐ Portfolio Overlap & Structure
๐ Market Cap Breakdown
Large Cap Equity
77.5%
51.8%
Debt / Cash / Other
14.9%
30.6%
๐ข Top Sectors per Fund
Top Sector Allocation
Financial26.7%
Technology21.9%
Consumer Discretionary9.2%
Energy & Utilities7.6%
Consumer Staples6.1%
Energy & Utilities24.5%
Consumer Discretionary17.6%
Healthcare16.4%
Technology12.2%
Financial10.5%
๐
Overall Leader: Quant Flexi Cap Fund
Quant Flexi Cap Fund by quant Mutual Fund ranks highest across the metrics compared โ 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 ยท ARN-251838 ยท AMFI Registered Mutual Fund & SIF Distributor.