FM 1 - Abhishek Gupta, FM 2- Sonal Gupta (For Overseas Investment)
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Scheme Name | Inception  Date  | 
									1 Year  Rtn (%)  | 
									2 Year  Rtn (%)  | 
									3 Year  Rtn (%)  | 
									5 Year  Rtn (%)  | 
									10 Year  Rtn (%)  | 
								
|---|---|---|---|---|---|---|
| HSBC Flexi Cap Fund - Direct Growth | 01-01-2013 | 5.63 | 24.8 | 22.98 | 24.19 | 17.24 | 
| Helios Flexi Cap Fund - Regular Plan - Growth Option | 13-11-2023 | 11.05 | - | - | - | - | 
| HDFC Flexi Cap Fund - Growth Plan | 01-01-1995 | 10.48 | 25.35 | 22.11 | 28.71 | 16.48 | 
| Kotak Flexicap Fund - Growth | 05-09-2009 | 9.15 | 20.19 | 16.61 | 19.38 | 14.21 | 
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | 05-05-2013 | 9.07 | 21.72 | 21.12 | 22.63 | 17.58 | 
| Mirae Asset Flexi Cap Fund - Regular Plan - Growth | 07-02-2023 | 9.04 | 19.23 | - | - | - | 
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | 14-08-1998 | 8.36 | 21.29 | 17.62 | 20.13 | 14.43 | 
| Bajaj Finserv Flexi Cap Fund -Regular Plan-Growth | 01-08-2023 | 8.16 | 22.46 | - | - | - | 
| ICICI Prudential Flexicap Fund - Growth | 07-07-2021 | 8.05 | 22.29 | 19.19 | - | - | 
| WhiteOak Capital Flexi Cap Fund Regular Plan-Growth | 05-08-2022 | 7.43 | 21.0 | 18.69 | - | - | 
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity | 
|---|---|---|---|---|---|---|
| HSBC Flexi Cap Fund - Direct Growth | 11.38 | 1.02 | 3.69 | 1.01 | - | - | 
| Equity: Flexi Cap | - | - | - | - | - | - |