1/8

What percentage of your monthly income (after paying home loan EMIs and credit card bills) do you save after and invest for the long term.

Less than 5%

5 to 10%

10 to 20%

More than 20%

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2/8

What is your attitude towards savings?

Lifestyle is important to me at this point of time. I can save later.

I would like to save, but I cannot save much due to lifestyle and financial liabilities.

I try to save a fixed amount every month and also invest a big portion of my one- time cash-flows.

I have been saving a fixed percentage of my salary every month, based on how much I need to meet my goals. I do not rely on one-time cash-flows for investing.

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3/8

Have you invested in equity mutual funds before? If yes, for how many years?

Never

1 to 3 years

3 to 5 years

More than 5 years

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4/8

To get above average (more than FD) returns you have to take risks

Strongly disagree

Disagree

Agree

Strongly Agree

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5/8

How will you describe your attitude towards investing

Protect your capital

Be ready for small amount of loss, but not much

Be ready for reasonable amount of short term loss, as long as your money grows in the long term

Short term losses do not matter, if you have conviction in your long term investments

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6/8

If your equity investment makes 20% losses next year will you:

Sell your investments and put the proceeds in Fixed Deposits

Sell some investments, which made high losses and continue to hold some

Do nothing

Take advantage of the correction and invest some more money

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7/8

Are you interested in market and investing

I have no interest

I do not follow business news and the markets regularly

I follow business news and market whenever I have time

I follow the markets everyday or at least, every other day.

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8/8

How do you approach making financial or investment decisions

I feel stressed about it and try to avoid making decisions

I ask for advice from friends and relatives

I seek professional advice

I am knowledgeable about investments. I evaluate various options to make the best decision.

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Category: Equity: Flexi Cap				Retuns as on 22-11-2024 in %
Scheme Name	Launch Date	AUM (Crore)	Exp Ratio(%)	1Yr	3Yrs	5Yrs	10Yrs	Till Date
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	08-04-2014	12,023.89	1.73	45.7	20.08	17.59	15.07	18.53
JM Flexicap Fund (Regular) - Growth option	23-09-2008	4,690.04	1.81	41.49	25.03	23.99	16.85	15.36
Invesco India Flexi Cap Fund - Growth	05-02-2022	2,259.68	1.99	40.4	-	-	-	23.97
BANK OF INDIA Flexi Cap Fund Regular Plan -Growth	05-06-2020	1,929.59	2.02	39.69	21.68	-	-	32.64
360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH	04-06-2023	1,147.52	2.1	37.82	-	-	-	32.46
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option	05-01-2015	2,364.93	1.96	37.32	17.97	20.45	-	14.41
HSBC Flexi Cap Fund - Regular Growth	24-02-2004	4,942.7	1.93	36.24	18.07	20.45	12.98	15.9
HDFC Flexi Cap Fund - Growth Plan	01-01-1995	64,928.56	1.43	36.11	24.06	22.8	14.54	19.09
ITI Flexi Cap Fund- Regular Plan- Growth	17-02-2023	1,262.58	2.06	36.02	-	-	-	37.32
Helios Flexi Cap Fund - Regular Plan - Growth Option	13-11-2023	0	2.0	34.65	-	-	-	33.02
Bajaj Finserv Flexi Cap Fund -Regular Plan-Growth	01-08-2023	3,779.86	1.85	32.85	-	-	-	29.46
Franklin India Flexi Cap Fund - Growth	29-09-1994	17,449.65	1.71	31.95	17.83	22.16	14.48	18.29
ICICI Prudential Flexicap Fund - Growth	05-07-2021	16,767.51	1.7	30.12	18.64	-	-	19.13
Axis Flexi Cap Fund - Regular Plan - Growth	10-11-2017	12,667.71	1.72	29.86	9.71	15.6	-	14.39
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	05-08-2022	4,149.17	1.84	29.51	-	-	-	23.93
Parag Parikh Flexi Cap Fund - Regular Plan - Growth	05-05-2013	81,918.72	1.33	29.23	15.81	24.72	18.05	19.72
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	14-08-1998	22,506.85	1.68	29.16	14.11	17.83	13.99	21.6
Quant Flexi Cap Fund - Growth Option - Regular Plan	01-09-2008	7,531.85	1.76	29.16	17.84	30.77	18.63	14.95
DSP Flexi Cap Fund - Regular Plan - Growth	29-04-1997	11,788.58	1.74	29.0	14.51	19.11	13.97	14.1
NJ Flexi Cap Fund - Regular Plan - Growth Option	05-09-2023	1,880.27	2.04	28.84	-	-	-	30.24
Baroda BNP Paribas Flexi Cap Fund - Regular Plan - Growth Option	10-08-2022	1,310.62	2.14	28.13	-	-	-	20.19
Kotak Flexicap Fund - Growth	05-09-2009	50,582.01	1.47	27.5	14.72	16.5	13.7	14.55
Canara Robeco Flexicap Fund - Regular Plan - Growth Option	05-09-2003	12,901.37	1.7	27.3	12.72	18.56	13.25	17.84
Taurus Flexi Cap Fund - Regular Plan - Growth	29-01-1994	367.44	2.65	26.74	14.99	15.31	9.49	10.64
LIC MF Flexi Cap Fund-Regular Plan-Growth	15-04-1993	1,066.8	2.27	25.58	13.19	16.4	10.67	8.02
Mirae Asset Flexi Cap Fund - Regular Plan - Growth	01-02-2023	2,338.16	1.98	25.42	-	-	-	25.6
BANDHAN Flexi Cap Fund - Regular Plan - Growth	14-09-2005	7,334.41	1.86	24.55	13.0	15.98	11.66	16.83
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth	23-08-2021	1,435.19	2.07	24.36	15.34	-	-	14.42
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option	05-08-2021	8,426.16	1.74	23.9	15.02	-	-	15.74
Shriram Flexi Cap Fund - Regular Growth	05-09-2018	137.25	2.38	22.71	13.03	14.71	-	13.39
Sundaram Flexicap Fund Regular Growth	06-09-2022	2,122.59	2.0	22.35	-	-	-	16.73
Tata Flexi Cap Fund -Regular Plan-Growth	05-08-2018	3,008.92	1.93	22.06	12.02	15.38	-	14.15
Union Flexi Cap Fund - Growth Option	10-06-2011	2,233.82	2.02	22.02	13.0	19.24	11.81	12.56
SBI Flexicap Fund - REGULAR PLAN -Growth Option	05-09-2005	22,092.9	1.66	21.65	11.61	16.0	13.38	13.11
PGIM India Flexi Cap Fund - Regular Plan - Growth Option	05-02-2015	6,337.68	1.78	21.51	8.66	20.36	-	13.51
UTI - Flexi Cap Fund-Growth Option	05-08-2005	25,923.63	1.66	20.96	5.47	16.35	12.18	14.86
Navi Flexi Cap Fund - Regular Plan - Growth	02-07-2018	266.9	2.29	19.01	12.24	15.53	-	13.54
Samco Flexi Cap Fund - Regular Plan - Growth Option	05-02-2022	630.54	2.35	6.35	-	-	-	5.98
TRUSTMF Flexi Cap Fund-Regular Plan- Growth	20-04-2024	0	2.23	-	-	-	-	14.47
Equity: Flexi Cap	-	-	-	28.87	15.2	18.95	13.81	18.58
NIFTY 500 TRI	-	-	-	24.94	13.67	18.79	13.54	12.57

Trailing Return of Funds

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