Fund Returns
How fund categories and schemes have actually performed, computed from their daily NAV history.
Consumption funds in September 2026: a weak year
08 Sep 2026
The median consumption fund lost 4.22% in the year to 7 September 2026, against 5.60% for the Nifty India Consumption. Over three years only 2 of 13 beat it.
SectorsFund Returns
Equity fund scorecard, August 2026: small caps lead again
04 Sep 2026
The median small-cap fund gained 4.40% in August 2026 and is up 17.82% for the year; large caps were flat at −0.03%. Medians by category, NAVs to 31 August.
Fund Returns
Equal weight vs the Nifty 50: the gap in 2026
28 Aug 2026
The NIFTY50 Equal Weight index is down 1.04% in 2026 to 27 August, the Nifty 50 down 7.80%. Equal weight has led each year since 2020; its P/E is now higher.
Market ValuationsFund Returns
PSU funds in August 2026: strong years, behind the index
21 Aug 2026
PSU equity funds returned a median 24.05% a year over three years to 20 August 2026. The Nifty PSE's estimated total return was 25.74%, and all four trailed it.
SectorsFund Returns
Back above February: which equity funds have recovered
19 Aug 2026
By 18 August 2026, 256 of 306 diversified equity funds were back above their 27 February NAV, every small-cap fund but only 17 of 33 large caps.
Fund Returns
Silver funds: 99% in a year, 37% below the January peak
18 Aug 2026
The median silver fund of funds returned 99.01% in the year to 17 August 2026, yet stood 36.5% below its 29 January high. Sixteen funds compared.
Gold & SilverFund Returns
Flexi-cap fund returns: 10 funds at record highs
13 Aug 2026
On 12 August 2026, 10 of 44 flexi-cap funds were at record NAVs and the median had gained 8.66% since 15 April. Their 1 to 10-year spread against the Nifty 500.
Fund Returns
Mid-cap fund returns in August 2026: near the top
07 Aug 2026
To 6 August 2026 the median mid-cap fund returned 12.24% over a year and 19.93% a year over three. 29 of 33 funds were within 1% of their record NAV.
Fund Returns
Equity fund scorecard, July 2026: large caps on top
05 Aug 2026
Large-cap funds led July 2026 with a median gain of 2.70%; small caps trailed at 1.29%. The median equity fund is now up 2.20% for 2026. NAVs to 31 July.
Fund Returns
Defence funds in July 2026: up 19% this year
30 Jul 2026
The Nifty India Defence was up 19.02% for 2026 on 29 July, with the Nifty 50 down 7.19%. The six defence funds, one active and five passive, against it.
SectorsFund Returns
Multi-asset funds: 10.58% in a year, gold did the work
27 Jul 2026
The median multi-asset fund returned 10.58% in the year to 24 July 2026 while the Nifty 50 fell 5.17%. Nearly all of it came in the six months gold rose 68%.
Debt & Hybrid FundsFund Returns
Infrastructure fund returns in July 2026 vs the index
17 Jul 2026
To 16 July 2026 the median infrastructure fund returned 20.13% a year over three years and 20.92% over five, beating the Nifty Infrastructure in both.
SectorsFund ReturnsLarge-cap funds since March: same funds, new numbers
16 Jul 2026
The median large-cap fund's one-year return fell from 10.47% in March to −0.54% by 15 July 2026, though its NAV rose 2.04%. What changed and what didn't.
Fund ReturnsSIFs in the first half of 2026: six of seven gained
15 Jul 2026
Six of the seven SIFs that ran through the first half of 2026 gained while the Nifty 50 fell 8.7%. Fourteen strategies launched from mid-April, for 28 in all.
Fund IndustryFund Returns
Small-cap funds in July 2026: up 25% from the March low
10 Jul 2026
By 9 July 2026 the median small-cap fund had risen 25.53% from its March low, and 23 of 34 stood above their pre-March peaks. The index is still 4% short.
Fund Returns
Sharpe ratios: which equity funds paid best for risk
09 Jul 2026
To 8 July 2026, the median diversified equity fund had a 3-year Sharpe ratio of 0.57. Bandhan Small Cap led at 1.22; mid caps led the categories at 0.81.
Fund ReturnsEquity fund scorecard, June 2026: a flat first half
06 Jul 2026
The median equity fund ended the first half of 2026 down 0.14%, but small caps were up 10.32% and large caps down 4.84%. June, first-half and 1-5 year medians.
Fund ReturnsAggressive hybrid funds made 1.44% as large caps lost 1.11%
26 Jun 2026
In the year to 25 June 2026 the median aggressive hybrid fund returned 1.44%, the median large cap fund −1.11%. Hybrids fell less, rebounded nearly as far.
Debt & Hybrid FundsFund Returns
Pharma and healthcare funds in June 2026: up 10% this year
19 Jun 2026
On 18 June 2026 the median healthcare fund was up 10.03% for 2026 while the Nifty 50 was down 7.57%. Returns over 1, 3 and 5 years against the Nifty Pharma.
SectorsFund ReturnsActive large caps vs index funds: 22 of 27 won on 5 years
17 Jun 2026
To 16 June 2026, 22 of 27 active large-cap funds beat the median Nifty 50 index fund's 9.71% a year over five years. Over ten years, 15 of 22 did.
Fund ReturnsCosts & Fees