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Compare Quant Flexi Cap Fund vs JM Flexicap Fund

Risk

Very High
Very High

Rating

2.0
4.0

Min SIP Amount

₹250
₹100

Expense Ratio

1.81
1.82

NAV

₹98.42
₹95.92

Fund Started

25 Aug 2008
31 Jul 2008

Fund Size

₹6866.66 Cr
₹6015.32 Cr

Exit Load

Exit load of 1%, if redeemed within 15 days.
Exit load of 1%, if redeemed within 30 days.

1 Year

-0.86%
-10.15%

3 Year

15.02%
19.58%

5 Year

22.76%
20.05%

Equity

99.40%
98.41%

Cash

-2.18%
1.28%

Top 10 Holdings

Name

Ankit A Pande
Satish Ramanathan

Start Date

07 Jul 2025
01 Oct 2024

Description

The scheme seeks to generate consistent returns by investing in portfolio of Large Cap, Mid Cap and Small Cap Companies.
The scheme which aims to provide capital appreciation by investing primarily in equity and equity related securities of various market depending upon valuation discount or premium amongst Large / Mid & Small cap stocks, the fund will keep varying the weights to capture the value while keeping an optimum Risk / Return profile.

Launch Date

25 Aug 2008
31 Jul 2008

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