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EquityFlexi Cap FundDirect · Growth

TRUSTMF Flexi Cap Fund-Direct Plan- Growth

Trust · Scheme 152584

12.62 0.16%NAV · 2026-08-05
63
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
Risk level
High
Min SIP
Benchmark
Nifty 500 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+3.02%
3 Months+8.89%
6 Months+8.14%
1 Year+10.41%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Launch+10.73%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns65
Consistency50
Risk-adjusted39
Downside protection66
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 1Y return vs category: +4.1% vs category avg
  • Alpha vs benchmark: +5.8%
  • Max drawdown: -19%
  • Direct plan: no distributor commission

What to watch

  • Sharpe ratio: 0.32
  • Sortino ratio: 0.39

Risk metrics

Sharpe ratio
0.32
Sortino ratio
0.39
Volatility
16.14%
Max drawdown
-18.88%
Downside capture
94.40%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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