SI.

NO Factor Priority
1 Rolling return 25%
2 Standard Deviation 18%
3 Alpha 15%
4 Expense ratio 12%
5 Beta 10%
6 6-month return 8%
7 1 year return 6%
8 3- year return 6%
Total 100%
 FLEXI CAP MUTUAL FUND Main Factor Returns
Priority 12.0% 25.0% 8.0% 6.0%
Expense Ratio Rolling Return 6 - month 1 - Year
SI.NO Fund Name Value Rank Value Rank Value Rank Value
1 Parag Parikh Flexi Cap Fund 0.63 3 1.98 3 6.87 1 26.75
2 HDFC Flexi Cap Fund 0.76 4 2.03 2 3.4 3 25.75
3 Franklin India Flexi Cap Fund 0.91 5 1.9 4 3.8 2 24.55
4 Quant Flexi Cap Fund 0.61 2 1.37 5 -8.81 5 17.69
5 JM Flexicap Fund 0.52 1 2.73 1 0.42 4 36.55
Returns Volatility
6.0% 6.0% 15.0% 10.0% 18.0% 100%
1 - Year 3 - Year CAGR Alpha Beta Standard Deviation
Rank Value Rank Value Rank Value Rank Value Rank Final Rank
2 17.48 5 4.05 4 0.7 1 11.03 1 3
3 24.64 2 9.1 2 0.86 2 12.32 2 2
4 19.64 4 4.48 3 0.91 3 12.69 3 4
5 20.21 3 3.36 5 1.12 5 17 5 5
1 27.26 1 11.07 1 0.92 4 13.62 4 1
 LARGE CAP MUTUAL FUND Main Factor Returns
Priority 12.0% 25.0% 8.0%
Expense Ratio Rolling Return 6 - month
SI.NO Fund Name
Value Rank Value Rank Value Rank
1 Canara Rob Bluechip Equity Fund 0.51 1 1.77 1 0.7 1
2 Nippon India Large Cap Fund 0.66 3 1.75 2 -1.55 5
3 Mirae Asset Large Cap Fund 0.56 2 1.45 4 -1.07 3
4 SBI BlueChip Fund 0.81 5 1.38 5 -1.07 3
5 Axis Bluechip Fund 0.69 4 1.46 3 -1.02 2
Returns Volatility
6.0% 6.0% 15.0% 10.0% 18.0% 100%
1 - Year 3 - Year CAGR Alpha Beta Std Deviation
Final Rank
Value Rank Value Rank Value Rank Value Rank Value Rank
18.41 1 26.64 2 1.38 2 0.89 1 11.83 1 1
17.5 2 26.88 1 6.77 1 0.94 4 12.7 4 2
13.12 4 25.79 3 -1.25 4 0.89 1 11.95 2 3
13.09 5 16.64 5 0.47 3 0.89 1 11.98 3 4
14.45 3 21.72 4 -4.06 5 0.95 5 13.2 5 5
 MID CAP MUTUAL FUND Main Factor Returns
Priority 12.0% 25.0% 8.0%
Expense Ratio Rolling Return 6 - month
SI.NO Fund Name Value Rank Value Rank Value Rank
1 Motilal Oswal Midcap Fund 0.54 2 4.03 1 18.27 1
2 Quant Mid Cap Fund 0.59 3 1.52 5 -8.77 5
3 Edelweiss Mid Cap Fund 0.39 1 3.08 2 8.71 2
4 Nippon India Growth Fund 0.79 5 2.34 3 5.88 3
5 HDFC Mid-Cap Opportunities Fund 0.76 4 2.26 4 5.6 4
 Returns Volatility
6.0% 6.0% 15.0% 10.0% 18.0% 100%
1 - Year 3 - Year CAGR Alpha Beta Std Deviation
Value Rank Value Rank Value Rank Value Rank Value Rank Final Rank
60.48 1 36.06 1 12.91 1 0.8 1 15.44 4 1
21.41 5 25.78 5 1.88 5 0.95 5 17.12 5 5
42.8 2 27.39 3 4.1 3 0.88 3 14.52 3 2
29.53 4 26.96 4 3.82 4 0.89 4 14.39 2 4
30.35 3 28.6 2 5.85 2 0.84 2 13.7 1 3
 MULTI CAP MUTUAL FUND Main Factor Returns
Priority 12.0% 25.0% 8.0% 6.0%
Expense Ratio Rolling Return 6 - month 1 - Year
SI.NO Fund Name Value Rank Value Rank Value Rank Value
1 Nippon India Multi Cap Fund 0.73 3 2.22 1 0.65 2 27.43
2 Quant Active Fund 0.57 2 1.12 3 -8.61 3 14.6
3 Mahindra Manulife Multi Cap Fund 0.45 1 1.94 2 1.25 1 25.69
Returns Volatility
6.0% 6.0% 15.0% 10.0% 18.0% 100%
1 - Year 3 - Year CAGR Alpha Beta Std Deviation
Rank Value Rank Value Rank Value Rank Value Rank Final Rank
1 26.61 1 10.33 1 0.9 1 13.5 1 1
3 17.04 3 0.73 3 1.13 3 16.88 3 3
2 20.9 2 5.14 2 0.98 2 14.6 2 2
 SMALL CAP MUTUAL FUND Main Factor Returns
Priority 12.0% 25.0% 8.0%
Expense Ratio Rolling Return 6 - month
SI.NO Fund Name Value Rank Value Rank Value Rank
1 Quant Small Cap Fund 0.65 4 1.8 5 -2.17 5
2 Nippon India Small Cap Fund 0.68 5 2.23 3 1.53 4
3 Tata Small Cap Fund 0.34 1 2.66 1 6.79 1
4 Kotak Small Cap Fund 0.49 3 2.24 2 4.11 2
5 Canara Rob Small Cap Fund 0.47 2 2.09 4 2.42 3
 Returns Volatility
6.0% 6.0% 15.0% 10.0% 18.0% 100%
1 - Year 3 - Year CAGR Alpha Beta Standard Deviation
Value Rank Value Rank Value Rank Value Rank Value Rank Final Rank
24.16 5 26.64 2 3.1 3 0.94 5 17.72 5 5
28.01 3 26.88 1 5.06 2 0.86 4 14.84 4 4
33.56 1 25.79 3 5.93 1 0.7 1 13.64 1 1
28.17 2 16.64 5 0 5 0.73 2 13.94 3 2
25.42 4 21.72 4 2.18 4 0.74 3 13.83 2 3