Fund Returns
How fund categories and schemes have actually performed, computed from their daily NAV history.
Arbitrage funds vs liquid funds: the 2026 scorecard
01 Oct 2026
The median arbitrage fund returned 6.68% in the year to 30 September 2026, against 6.46% for liquid funds. Where each came out ahead, and what it cost.
Debt & Hybrid FundsFund Returns
Balanced advantage funds in 2026's falling market
01 Oct 2026
The Nifty 50 fell 13.4% from 31 December 2025 to 30 September 2026. The median balanced advantage fund lost 1.7%, and its worst dip was 8.7%.
Debt & Hybrid FundsFund Returns
Direct vs regular plans: the 1.16-point equity fee gap
01 Oct 2026
A regular equity plan costs a median 1.16 points a year more than its direct twin, on AMFI's September 2026 data. Over ten years, direct ended 10.2% ahead.
Costs & FeesFund Returns
ELSS fund returns in October 2026, and the 3-year lock-in
01 Oct 2026
The median ELSS tax-saver fund returned 10.30% a year over the three years to 30 September 2026, exactly its lock-in period. Best, worst, and the lock-in odds.
Fund Returns
Equity fund scorecard: median returns by category
01 Oct 2026
Mid-cap funds lead on three years at a 15.68% median; large caps trail every period. Median 1, 3, 5 and 10-year returns for 12 categories, to 30 Sep 2026.
Fund ReturnsMarket Recap196 of 529 equity funds are down over the past year
01 Oct 2026
37% of equity funds lost money in the year to 30 September 2026: 29 of 33 large caps, but 1 of 62 mid and small caps. Which categories and themes fell.
Fund ReturnsMarket RecapFive-star mutual funds: what the ratings show
01 Oct 2026
185 of 1,629 rated funds hold 5 stars. Among flexi caps, the 5-star median 3-year return trailed the 4-star one; the edge was smaller falls and lower costs.
Fund IndustryFund Returns
Flexi-cap fund returns: a 12-point spread over 3 years
01 Oct 2026
The median flexi-cap fund returned 11.22% a year over three years to 30 September 2026. The best made 18.38%, the worst 6.06%. The 1, 3 and 5-year spread.
Fund Returns
Gilt funds returned 3% in a year, half what liquid did
01 Oct 2026
The median gilt fund returned 3.02% in the year to 30 September 2026, against 6.46% for liquid funds. The spread between gilt funds was over 7 points.
Debt & Hybrid FundsFund Returns
Nifty 50 index funds: tracking error and the cost gap
01 Oct 2026
14 Nifty 50 index funds returned 5.50% to 6.20% a year over five years to 30 September 2026, against an estimated 6.49% for the index. Fees explain the gap.
Fund ReturnsCosts & Fees
International funds in 2026: how much was the rupee?
01 Oct 2026
The median overseas equity fund-of-funds returned 24.56% in the year to 30 September 2026. The dollar's 7.87% rise against the rupee supplied about 9 points.
Fund IndustryFund Returns
Large-cap funds vs the Nifty 50: 22 of 27 won over 5 years
01 Oct 2026
Over the five years to 30 September 2026, 22 of 27 large-cap funds (Direct, Growth) beat an estimated Nifty 50 total return of 6.49% a year. By how much.
Fund Returns
Large-cap rolling returns: 13.80%, not the 8.47% you see
01 Oct 2026
The median large-cap fund's trailing 5-year return is 8.47% a year, but its average 5-year rolling return since 2013 is 13.80%. Why they differ, to 30 Sep 2026.
Fund Returns
Liquid funds returned 6.46% in a year; overnight 5.26%
01 Oct 2026
Over the year to 30 September 2026 the median liquid fund returned 6.46% and the median overnight fund 5.26%. How close together the funds in each finished.
Debt & Hybrid FundsFund Returns
Mid-cap fund returns: every one is up over the year
01 Oct 2026
All 31 mid-cap funds with a one-year record gained in the year to 30 September 2026; the median made 6.26%. Their 1, 3 and 5-year spread, best and worst.
Fund ReturnsMulti-asset funds returned 7.9% while the Nifty fell
01 Oct 2026
The median multi-asset allocation fund returned 7.85% in the year to 30 September 2026, as the Nifty 50 fell 8.09%. The funds were 15 points apart.
Debt & Hybrid FundsFund ReturnsShort duration vs corporate bond funds in 2026
01 Oct 2026
In the year to 30 September 2026, the median short duration fund returned 5.26% and the median corporate bond fund 4.95%, with lower volatility too.
Debt & Hybrid FundsFund ReturnsSmall-cap funds fell 19–31% from their peaks, then recovered
01 Oct 2026
Over three years to 30 September 2026, the median small-cap fund's worst fall was 24.16%, mostly between late 2024 and 3 March 2025. Next to their returns.
Fund ReturnsSpecialised investment funds so far: 33 strategies
01 Oct 2026
17 SIF brands now run 33 long-short strategies. In September, when the Nifty 50 fell 6.1%, 25 of them fell too, but only one by more than the index.
Fund IndustryFund ReturnsValue and contra funds vs flexi caps: the 5-year edge
01 Oct 2026
Over five years to 30 September 2026 the median value fund returned 12.29% a year and the median flexi-cap 10.11%. Over one year the order flipped.
Fund Returns