Fund Returns
How fund categories and schemes have actually performed, computed from their daily NAV history.
Five-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 8.28% rise against the rupee supplied about 9.5 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 Returns
Small-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 24.13%, 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 ReturnsEquity funds at 52-week lows? Almost none, even now
28 Sep 2026
On 25 September 2026 no equity fund closed at a 52-week low, and 3 of 528 were within 2% of one, while the Nifty 50 sat just 3.62% above its March low.
Fund Returns
Equity savings funds returned 3.89% in a year to September
21 Sep 2026
The median equity savings fund returned 3.89% in the year to 18 September 2026, ahead of conservative hybrids' 2.86% but behind arbitrage funds' 6.79%.
Debt & Hybrid FundsFund Returns
International funds in September 2026: what changed
18 Sep 2026
The median overseas equity fund-of-funds returned 26.18% in the year to 17 September 2026, down from 44.27% in May. The rupee barely moved in between.
Fund ReturnsFocused fund returns: 30 stocks, no wider spread
17 Sep 2026
To 16 Sep 2026 the median focused fund returned 11.53% a year over 3 years and flexi caps 10.80%, with a similar spread and volatility.
Fund Returns
SIF strategies compared: five types, 33 funds
16 Sep 2026
17 SIF brands now run 33 strategies of five types. As the Nifty 50 fell 5.1% in a month, the median equity long-short SIF fell 2.7%; the median hybrid was flat.
Fund IndustryFund ReturnsRetirement and children's funds: three kinds, one label
14 Sep 2026
Of 41 retirement and children's funds, 9 move like debt funds, 14 like hybrids and 18 like equity funds. Their returns to 11 September 2026, grouped by risk.
Fund Returns