Fund Returns
How fund categories and schemes have actually performed, computed from their daily NAV history.
Debt fund returns, overnight to gilt: October 2026
02 Oct 2026
Over the year to 1 October 2026, ultra-short funds returned a median 6.53%; gilt funds 2.45% and long-term funds 1.26%. Fourteen debt categories compared.
Debt & Hybrid FundsFund Returns
Dividend yield funds: a median of -2.2% over the year
02 Oct 2026
The median dividend yield fund lost 2.22% in the year to 1 October 2026 and made 10.90% a year over three. Ten funds ranked, against value and large-cap funds.
Fund ReturnsEquity after 60: five myths about senior allocation
02 Oct 2026
All 22 large-cap funds with a 10-year record returned over 10% a year, yet the median fell 4.7% last year. What equity is for after 60, and how much.
RetirementInvesting StrategyFund Returns
Twenty years of equity funds: 98 with a full record
02 Oct 2026
98 equity funds have NAVs back to April 2006. Median returns by category since then run from 10.8% (large-cap) to 14.4% (small-cap), before survivorship.
Fund Returns
Large & mid-cap funds: a flat year and a wide spread
02 Oct 2026
The median large & mid-cap fund made 0.91% in the year to 1 October 2026; 19 of 33 gained. Three, five and ten-year returns, best, worst and falls.
Fund Returns
Large-cap funds: 30 of 33 lost money in the year
02 Oct 2026
Thirty of 33 large-cap funds fell in the year to 1 October 2026; the median lost 4.71%. Their 3, 5 and 10-year returns, with the best and worst funds.
Fund Returns
Large, mid or small cap: where should the next rupee go?
02 Oct 2026
Small-cap funds led on 1, 5 and 10 years to 1 October 2026, with the deepest falls. Large caps trade below their usual P/E. How to weigh the three.
Investing StrategyFund ReturnsMarket Valuations
Multi-cap funds: young category, wide gaps, October 2026
02 Oct 2026
The median multi-cap fund returned 4.28% over the year to 1 October 2026 and 13.28% a year over three. Best and worst funds, spread and falls.
Fund Returns
NPS returns by pension fund: Scheme E, C and G in 2026
02 Oct 2026
Ten NPS pension funds compared to 1 October 2026: Scheme E fell 6.2% in a year but returned 8.1% a year over five, ahead of the median Nifty 50 index fund.
RetirementFund Returns
Pharma and healthcare funds: all 17 are up over the year
02 Oct 2026
All 17 pharma and healthcare funds with a one-year record gained in the year to 1 October 2026; the median made 17.50%. Best, worst, 3 and 5-year returns.
Fund ReturnsSectors
Sectoral and thematic funds: reward, risk or marketing?
02 Oct 2026
Over three years to October 2026, sector fund returns ran from −4.4% to 36% a year. Pharma funds led at a 20.8% median; technology trailed at 4.9%.
Investing StrategyFund ReturnsSectors
Small-cap funds: median up 12.4% while large caps fell
02 Oct 2026
In the year to 1 October 2026 the median small-cap fund gained 12.41%; only 2 of 31 lost money. The 1, 3, 5 and 10-year spread, best, worst and drawdowns.
Fund Returns
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 & Fees
Technology funds: 9 of 11 are down over the year
02 Oct 2026
Nine of 11 technology and digital funds lost money in the year to 1 October 2026; the median fell 8.19%. 3 and 5-year returns, falls and innovation funds.
Fund ReturnsSectors
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 ReturnsDirect 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 ReturnsELSS 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 ReturnsEquity 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 Recap