29
Flexi CapAvoid
NJ Flexi Cap
NJ · Direct–Growth · rank #38 of 48 by Smart Score
Data updated
Trailing returns
1 Year
-6.4%
-1.7% vs index
3 Years
8.8%
-0.6% vs index
5 Years
—
Since launch
9.0%
Year-by-year performance
2024
+15.6%-0.0% vs index
2025
-1.5%-9.2% vs index
2026
-5.3%+0.8% vs index
Why this score
NJ Flexi Cap scores 29/100 — #38 of 48 Flexi Cap fund (Avoid). It stands out for expense ratio — beating 61% of peers on expense ratio. The main drag is its 3y return (better than only 15% of peers).
Each bar shows the fund's percentile vs Flexi Cap peers — a longer bar beats more of the category.
3Y return8.77% · 15th percentile in category
Sharpe ratio0.16 · 18th percentile in category
Sortino ratio0.21 · 18th percentile in category
Alpha-1.56 · 21st percentile in category
1Y return-6.41% · 13th percentile in category
Expense ratio0.87% · 61st percentile in category
Top holdings
1.Torrent Pharmaceuticals Ltd5.55%
2.Bosch Ltd5.18%
3.Dr. Lal Pathlabs Ltd4.89%
4.Marico Ltd4.21%
5.Eicher Motors Ltd4.2%
51 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.