FinCalc

Mutual Fund Scoreboard

Performance ratings & investment suggestions

Conservative

Low risk, stable returns. Focus on large cap & hybrid funds.

Large CapIndexHybrid

Moderate

Balanced risk-return. Mix of mid cap, flexi cap & value funds.

Mid CapFlexi CapValueELSS

Aggressive

High risk, high reward. Focus on small cap & sector funds.

Small CapMid CapFlexi Cap

1Y Return Comparison

FundScoreRisk1D1W1M1Y3Y5Y10Y

Quant Small Cap Fund

Small Cap₹24,500 Cr

92High+1.2%+3.5%+8.2%+42.5%+35.2%+28.4%+22.1%

Nippon India Small Cap

Small Cap₹46,200 Cr

88High+0.8%+2.9%+6.8%+38.2%+32.1%+26.8%+20.5%

HDFC Mid-Cap Opp Fund

Mid Cap₹58,300 Cr

85Medium+0.5%+2.1%+5.4%+32.1%+28.5%+22.3%+18.7%

Parag Parikh Flexi Cap

Flexi Cap₹52,100 Cr

83Medium+0.3%+1.8%+4.2%+28.5%+24.1%+20.8%+17.2%

ICICI Pru Value Discovery

Value₹40,200 Cr

80Medium+0.4%+1.5%+3.8%+25.3%+22.8%+19.5%+16.1%

Mirae Asset Large Cap

Large Cap₹38,700 Cr

78Low+0.2%+1.2%+3.1%+22.4%+18.2%+16.5%+14.8%

SBI Bluechip Fund

Large Cap₹42,800 Cr

75Low+0.1%+1.0%+2.8%+20.1%+16.5%+14.2%+13.1%

UTI Nifty 50 Index Fund

Index₹15,300 Cr

72Low+0.1%+0.9%+2.5%+18.2%+14.5%+13.8%+12.5%

HDFC Balanced Advantage

Hybrid₹62,400 Cr

68Low+0.1%+0.7%+1.8%+14.5%+12.2%+11.8%+11.2%

Axis Long Term Equity

ELSS₹31,500 Cr

65Medium-0.2%+0.5%+2.1%+15.2%+12.8%+11.5%+12.4%