Fund Returns
How fund categories and schemes have actually performed, computed from their daily NAV history.
Arbitrage funds: 26 of 34 beat liquid funds in a year
05 Oct 2026
The median arbitrage fund returned 6.60% in the year to 1 October 2026 against 6.47% for liquid funds, and none lost money over three months.
Debt & Hybrid FundsFund Returns
Credit risk funds: 7.55% median, 17.20% at the top
05 Oct 2026
To 1 October 2026 the median credit risk fund returned 7.55% in a year, against 4.78% for corporate bond funds. The 12 funds ranged from 5.58% to 17.20%.
Debt & Hybrid FundsFund Returns
Gilt funds: 22 of 23 fell over the last three months
05 Oct 2026
To 1 October 2026 the median gilt fund lost 0.84% in three months and made 2.45% in a year, against 6.47% for liquid funds. 23 funds compared.
Debt & Hybrid FundsFund Returns
Manufacturing funds beat infrastructure funds by 6 points
05 Oct 2026
In the year to 1 October 2026 the median manufacturing fund returned 10.44% and the median infrastructure fund 4.13%. Five industrial themes compared.
SectorsFund Returns
Money market funds: 25 funds, 0.41 points apart
05 Oct 2026
Over the year to 1 October 2026 the 25 money market funds returned between 6.35% and 6.76%, a median of 6.52%, against 6.47% for liquid funds.
Debt & Hybrid FundsFund Returns
Sharpe ratios: Invesco India has 4 of the top 10
05 Oct 2026
Among 264 diversified equity funds the median three-year Sharpe ratio is 0.35 and none reaches 1. Bandhan Small Cap leads at 0.95; mid caps top the categories.
Fund ReturnsInvesting StrategyBalanced advantage funds: smaller falls, same 3-year gain
04 Oct 2026
Median 3-year drawdown: balanced advantage funds -9.26%, large-cap funds -16.44%. Their 3-year returns are almost level, 8.79% against 8.88%. Seven categories.
Debt & Hybrid FundsFund Returns
Three months, 22 fund categories: Q3 2026 scorecard
04 Oct 2026
In the three months to 1 October 2026 the median small-cap fund returned 1.52% and the median large-cap fund -4.31%. Twenty-two categories ranked.
Fund ReturnsMarket RecapFund houses ranked: equity funds vs their categories
04 Oct 2026
263 active equity funds against their category medians over three years to October 2026: Motilal Oswal 5 of 5 ahead, HSBC 8 of 9, SBI 2 of 10, Franklin 0 of 9.
Fund IndustryFund Returns
Mid and small-cap: index funds against active funds
04 Oct 2026
Over 3 years, 23 of 29 active mid-cap funds beat the median mid-cap index fund; in small caps, 17 of 24 did. Direct plans, 1 Oct 2026.
Fund ReturnsInvesting Strategy
2026's new equity funds: how they've done since launch
04 Oct 2026
22 active equity funds started in January–June 2026. 16 are ahead of the Nifty 500 since their first NAV, but 7 of the 10 diversified ones trail older funds.
Fund IndustryFund Returns
10-year Nifty 50 SIPs: every start month since 2007
04 Oct 2026
109 ten-year SIPs in the Nifty 50, one per start month from October 2007: median 13.34% a year, worst 3.89%, none lost money. The end date mattered most.
Investing StrategyFund Returns
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
Sector funds in Q3 2026: technology and pharma led
04 Oct 2026
Of 251 sectoral and thematic funds, 66 gained in the three months to 1 October 2026. Technology funds led (median +3.69%), banking funds trailed (-6.30%).
SectorsFund Returns
STP or lump sum? Four real tests from 2025 and 2026
04 Oct 2026
₹6 lakh moved into a Nifty 50 index fund over six months from January 2026 beat a lump sum by ₹45,898. Started in April 2025, it trailed by ₹25,597.
Investing StrategyFund Returns
Gold funds: 24% in a year, 17% below their peak
03 Oct 2026
Gold fund of funds returned about 24% a year to 1 October 2026 and sit 16–18% below their 52-week high. Returns, costs and risk across 17 funds.
Gold & SilverFund Returns
Silver funds: up 48% in a year, still 40% off the high
03 Oct 2026
12 silver fund of funds returned 46–50% in the year to 1 October 2026 yet sit 39–42% below their 52-week high. What the volatility looks like.
Gold & SilverFund Returns
3-year SIPs: large-cap funds have barely broken even
03 Oct 2026
A 3-year monthly SIP in the median large-cap fund made 0.34% a year to 1 October 2026; small-cap funds made 10.42%. Five categories, against May.
Fund ReturnsInvesting StrategyActive vs passive investing: which wins in the long run?
02 Oct 2026
To 1 October 2026, most active large-cap funds beat Nifty 50 index funds over 5 years, but the lead shrank over 10. What the data shows, and what it doesn't.
Investing StrategyFund ReturnsAggressive hybrid vs large-cap funds: the cushion in numbers
02 Oct 2026
In the year to 1 October 2026 the median aggressive hybrid fund lost 1.26% against 4.71% for large-cap funds, with a shallower fall. The full spread.
Fund ReturnsDebt & Hybrid Funds