Costs & Fees
Expense ratios and exit loads, from AMFI's TER disclosures and the schemes' own documents.
Mid cap: HSBC vs Invesco vs WhiteOak vs Edelweiss
10 Oct 2026
The four best 3-year mid-cap funds, 19.7% to 22.6% a year to 9 October 2026: fees from 0.68% to 1.10%, 43 to 135 stocks, and one bank all four hold.
Fund ReturnsCosts & Fees
Low-volatility and quality index funds: costs compared
10 Oct 2026
Index funds and ETFs on four low-volatility and quality indices charge 0.25% to 0.79% and track within 0.36% a year. Fees decide the gap. As of 9 October 2026.
Costs & FeesFund ReturnsInvesting Strategy
Momentum index funds compared: fees, lag and size
10 Oct 2026
Eight Nifty200 Momentum 30 index funds charge 0.68% to 1.02% and trailed their index by 0.64 to 1.20 points in the year to 9 October 2026.
Costs & FeesFund ReturnsInvesting Strategy
Nifty 500 and Total Market index funds compared
10 Oct 2026
Nine index funds track the Nifty 500 or Nifty Total Market, at fees of 0.17% to 0.71%. Motilal Oswal's holds 64% of their ₹4,856 crore. Data to 9 October 2026.
Costs & FeesFund ReturnsInvesting Strategy
Nifty Bank index funds compared: costs and tracking
10 Oct 2026
Ten Nifty Bank index funds charge 0.22% to 1.46%. The eight with a year's record returned −1.18% to −1.41% to 9 October 2026; the index, −0.74%.
Costs & FeesFund ReturnsSectors
Nifty Midcap 150 index funds compared: costs and tracking
10 Oct 2026
15 Midcap 150 index funds charge 0.29% to 0.72%. The seven with a 3-year record returned 13.39–13.73% a year to 9 October 2026; the index, 14.16%.
Costs & FeesFund ReturnsNifty Smallcap 250 index funds compared: costs and tracking
10 Oct 2026
11 Smallcap 250 index funds charge 0.32% to 0.64%. Over 3 years to 9 October 2026 they trailed the index's 14.09% by 0.60 to 1.14 points a year.
Costs & FeesFund Returns
Silver ETFs and silver FoFs: what each one costs you
10 Oct 2026
Silver ETFs charge 0.35% to 0.59%. Over three years to 9 October 2026, seven silver FoFs returned 1.3 to 2.4 points a year less than the ETFs they hold.
Gold & SilverCosts & Fees
US index funds from India: S&P 500 and Nasdaq compared
10 Oct 2026
The S&P 500 made 25.31% in rupees in the year to 8 October 2026, 10 points of it the dollar. Index funds kept pace; two FoFs made 61-65%, mostly ETF premium.
Costs & FeesFund ReturnsInvesting Strategy
The cheapest active equity funds, category by category
07 Oct 2026
The median direct-plan active equity fund charged 1.07% in early October 2026. The cheapest charged 0.51%, and small caps were the cheapest category.
Costs & Fees
Portfolio turnover in equity funds: a median of 51%
07 Oct 2026
The median diversified equity fund turned over 51% of its portfolio in the year to August 2026. Samco and Quant funds reached 1,533%; HDFC's median was 14%.
Portfolio HoldingsCosts & Fees
Sensex index funds compared: returns and costs
07 Oct 2026
The 10 Sensex index funds with a year's record returned −9.68% to −10.24% to 6 October 2026. Costs run from 0.21% to 0.77%; HDFC's holds 69% of the money.
Fund ReturnsCosts & FeesDebt fund YTM by category: what the portfolios yield
04 Oct 2026
Median yield to maturity at end-August 2026: liquid funds 6.14%, corporate bond 7.47%, credit risk 8.31%. What is left after costs, and why returns differ.
Debt & Hybrid FundsCosts & FeesIndex fund vs active fund costs: median expense ratios
04 Oct 2026
The median Direct-plan Nifty 50 index fund charges 0.25% a year; the median large-cap active fund 1.06%. Regular plans charge 2.20%. Twenty categories compared.
Costs & FeesInvesting Strategy
Nifty Next 50 index funds compared: returns and costs
04 Oct 2026
The Nifty Next 50 rose 1.31% in a year as the Nifty 50 fell 9.72%. The 17 index funds tracking it: 3-year returns of 15.47–15.90%, costs from 0.20%.
Fund ReturnsCosts & FeesMarket Valuations
Direct vs Regular plans: how 1.2% a year costs lakhs
02 Oct 2026
A regular equity plan costs a median 1.2 points a year more than its direct twin. On a ₹10,000 SIP over 20 years, a gap that size is worth about ₹12 lakh.
Costs & FeesInvesting StrategyMutual fund factsheets: what normal looks like in 2026
02 Oct 2026
A factsheet's numbers only mean something next to the fund's peers. Here is what each section shows, with the normal range for flexi-cap funds in 2026.
Investing StrategyCosts & FeesPortfolio Holdings
Are smart beta funds worth it? What the data shows
02 Oct 2026
Factor index funds cost up to three times a Nifty 50 fund. Over three years to October 2026 most beat it, but momentum funds fell twice as far on the way.
Investing StrategyFund ReturnsCosts & FeesIndex funds: why more Indians are skipping active funds
02 Oct 2026
322 of 377 index funds launched in 2022 or later. Equity index funds held about ₹2.09 lakh crore in Apr–Jun 2026. The cost case, and its limits.
Investing StrategyCosts & FeesFund IndustryNifty 50 index funds ranked by cost, October 2026
01 Oct 2026
Direct-plan expense ratios on 26 Nifty 50 index funds run from 0.10% to 0.86%. Over a year, the cheapest funds also lost the least to the same index.
Costs & Fees