Chinmay
28 posts by Chinmay on the WealthTicker blog. Every figure in them comes from the same AMFI, AMC and exchange data the rest of this site shows, dated where it is stated. None of it is investment advice.
Equity fund scorecard, May 2026: mid caps up, large down
04 Jun 2026
In May 2026 all 33 mid-cap funds rose while 31 of 35 large-cap funds fell. The median equity fund gained 0.64%. Medians by category, NAVs to 29 May.
Fund Returns
Technology funds in May 2026: down, but less than Nifty IT
22 May 2026
In the year to 21 May 2026 the median technology fund lost 11.57%, against an estimated 20.25% for the Nifty IT. All 12 funds with a one-year record lost less.
SectorsFund Returns
Overnight, liquid or money market? May 2026 numbers
11 May 2026
In the year to early May 2026 the median overnight fund returned 5.39%, liquid 6.29% and money market 6.50%. The month-by-month order was far less tidy.
Debt & Hybrid Funds
Nifty Pharma P/E at 34.7, above its five-year median
28 Apr 2026
Nifty Pharma closed at a P/E of 34.69 on 27 April 2026, above its median since 2021 and 2.6% off its record, while the Nifty 50 is down 7.8% this year.
Market ValuationsSectors
Small-cap fund returns in April 2026, after the fall
10 Apr 2026
To 9 April 2026 the median small-cap fund returned 11.39% over a year and 18.84% a year over three. Only 4 of 23 beat the index over three years.
Fund Returns
Equity fund scorecard, March 2026: 556 of 557 fell
03 Apr 2026
The median equity fund lost 10.70% in March 2026, and 556 of 557 fell. Small caps fell least. March, Jan-Mar, 1, 3 and 5-year medians by category.
Fund Returns
Direct vs Regular plans: the return gap, from NAVs
25 Mar 2026
Across 372 equity schemes sold both ways, the Direct plan beat the Regular by a median 1.31 points a year over three years to 24 March 2026. By category.
Costs & FeesFund Returns
Nifty Bank P/B at 1.96, its lowest since 2021
10 Mar 2026
Nifty Bank closed at a price-to-book of 1.96 on 9 March 2026, lower than any session since March 2021, with the index only 9% below its February record.
Market ValuationsSectors