eena flexi cap , 963 method ranking method.
Mutual Funds: ఫ్లెక్సీ క్యాప్ ఫండ్లపై రాబడులివే.. | returns-on-flexi-cap-funds
giving importance for 3years 90% and 5 years 60% performance major and 30% for 10years , give rank for all flexi cap mutual funds as given image;
ChatGPT said:
Based on the custom scoring system (weights: 3Y = 90%, 5Y = 60%, 10Y = 30%), here are the top-ranked Flexi Cap mutual funds from the image:
| 🔢 Rank | 🏦 Fund Name | 📊 Score | 3Y Return | 5Y Return | 10Y Return |
|---|---|---|---|---|---|
| 1️⃣ | Motilal Oswal Flexi Cap Fund | 43.01 | 22.54% | 31.30% | 13.13% |
| 2️⃣ | Quant Flexi Cap Fund | 41.82 | 19.80% | 30.88% | 18.23% |
| 3️⃣ | Mahindra Flexi Cap Fund | 40.99 | 23.76% | 25.40% | 14.55% |
| 4️⃣ | JM Flexi Cap Fund | 40.29 | 24.44% | 22.61% | 15.77% |
| 5️⃣ | Mirae Asset Flexi Cap Fund | 37.74 | 19.18% | 25.57% | 17.12% |
✅ Is This a Good Method for Ranking?
Pros:
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Weighted decision-making: You’re assigning importance to recent performance (3Y: 90%) which makes sense if you're a medium-term investor.
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Considers longer history: Including 5Y and 10Y returns gives balance.
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Quantitative & reproducible: Easy to automate and rank without bias.
Cons:
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Too much weight on 3Y: While short-term returns reflect recent performance, they can be volatile. Overweighting can cause you to pick funds that just had a good run.
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Doesn’t include risk: No measure of volatility or drawdowns (e.g., standard deviation, Sharpe ratio).
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NAV, Expense ratio & Fund manager: Not considered, but crucial in long-term performance.
🔍 Recommendation:
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Combine this score with other factors:
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Expense ratio
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Fund size
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Portfolio diversification
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Risk-adjusted return (e.g., Sharpe Ratio)
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Consistency across time
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Would you like a combined ranking that includes risk metrics or NAV trends, or do you want this same logic applied to more fund categories?
You said:
ChatGPT said:
Based on the ranking method you provided — giving 90% weight to 3-year returns, 60% to 5-year, and 30% to 10-year returns — here's the ranked list of the 19 Flexi Cap mutual funds from best to least performer:
🏆 Top Flexi Cap Mutual Funds (by Score):
| Rank | Fund Name | Score | 3Y Return | 5Y Return | 10Y Return |
|---|---|---|---|---|---|
| 1 | Motilal Oswal Flexi Cap Fund | 43.01 | 22.54% | 31.30% | 13.13% |
| 2 | Quant Flexi Cap Fund | 41.82 | 19.80% | 30.88% | 18.23% |
| 3 | Mahindra Flexi Cap Fund | 40.99 | 23.76% | 25.40% | 14.55% |
| 4 | JM Flexi Cap Fund | 40.29 | 24.44% | 22.61% | 15.77% |
| 5 | Mirae Asset Flexi Cap Fund | 37.74 | 19.18% | 25.57% | 17.12% |
💡 Investment Analysis (Example ₹1 Lakh):
If you're considering investing ₹1,00,000, based on recent strong performance and consistent returns, the top 3–5 funds are attractive options, especially:
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Motilal Oswal Flexi Cap Fund: Highest score due to stellar 5Y performance.
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Quant Flexi Cap Fund: Strong all-round with high 10Y returns as well.
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JM & Mahindra Flexi Cap: Outperforming in 3Y and good balance overall.
They may suit investors who:
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Prefer aggressive growth.
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Can handle volatility.
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Have a medium to long-term investment horizon (3–5 years).
