Fund Returns
How fund categories and schemes have actually performed, computed from their daily NAV history.
Value and contra funds in June 2026: ahead of flexi caps
16 Jun 2026
Over five years to 15 June 2026 the median value fund returned 15.11% a year and the median flexi-cap fund 12.33%. Over one year they were level, near 1.5%.
Fund Returns
A SIP started at the January peak, six instalments on
15 Jun 2026
₹10,000 a month in a Nifty 50 index fund from the 2 January 2026 record is down 2.89% after six instalments. The same ₹60,000 as a lump sum is down 10.01%.
Fund Returns
Large & mid cap funds: halfway between large and mid
11 Jun 2026
The median large & mid cap fund returned 15.59% a year over 3 years to 10 June 2026, almost exactly halfway between large caps (11.35%) and mid caps (19.75%).
Fund ReturnsNifty 50 index funds: how far each trails the index
10 Jun 2026
Over three years to 9 June 2026, 18 Nifty 50 index funds returned 7.86% to 8.79% a year, against an estimated 9.18% for the index. The gap, fund by fund.
Costs & FeesFund Returns
Equity fund scorecard, May 2026: mid caps up, large down
04 Jun 2026
In May 2026 all 33 mid-cap funds rose while 31 of 35 large-cap funds fell. The median equity fund gained 0.64%. Medians by category, NAVs to 29 May.
Fund Returns
Fund volatility by category: three years of swings
29 May 2026
To 27 May 2026, median 3-year volatility ran from 13.07% a year for large-cap funds to 16.49% for small caps; their worst falls from 16.44% to 24.12%.
Fund Returns
International fund returns in May 2026: the rupee's part
28 May 2026
The median overseas equity fund-of-funds returned 44.27% in the year to 27 May 2026. The dollar's 12.62% rise against the rupee supplied about 16 points of it.
Fund Returns
Technology funds in May 2026: down, but less than Nifty IT
22 May 2026
In the year to 21 May 2026 the median technology fund lost 11.57%, against an estimated 20.25% for the Nifty IT. All 12 funds with a one-year record lost less.
SectorsFund Returns
SIP returns by fund category: why they trail lump sums
18 May 2026
A 3-year monthly SIP in the median diversified equity fund made 7.34% a year to 15 May 2026; a lump sum made 16.66%. The gap, category by category.
Fund Returns
Multi-cap fund returns: ahead of flexi caps on 3 years
15 May 2026
The median multi-cap fund returned 18.56% a year over three years to 14 May 2026, against 15.38% for flexi caps. Spread, index and same-house comparison.
Fund Returns
Mid-cap fund returns in May 2026: back at record highs
08 May 2026
On 7 May 2026, 18 of 33 mid-cap funds closed at a record NAV. The median returned 23.42% a year over three years, yet only 11 of 28 beat the index.
Fund Returns
Equity fund scorecard, April 2026: every fund rose
06 May 2026
All 565 equity funds gained in April 2026: the median rose 10.64% and small caps 15.96%. April, year-to-date, 1, 3 and 5-year medians, NAVs to 30 April.
Fund Returns
Banking and financial services funds vs the Nifty Bank
24 Apr 2026
Over three years to 23 April 2026 the median banking and financial services fund returned 17.37% a year, against an estimated 11.14% for the Nifty Bank.
SectorsFund Returns
Gold funds returned 54% in the year to April 2026
22 Apr 2026
The median gold fund of funds returned 54.44% in the year to 21 April 2026. Across 17 funds holding the same metal, best and worst were 2.87 points apart.
Gold & SilverFund Returns
Flexi-cap fund returns: how far they fell in March
16 Apr 2026
The median flexi-cap fund lost 10.95% in March 2026 and fell 14.70% below its record NAV, then regained 9.91% by 15 April. The 1 to 10-year spread.
Fund ReturnsSmall-cap fund returns in April 2026, after the fall
10 Apr 2026
To 9 April 2026 the median small-cap fund returned 11.39% over a year and 18.84% a year over three. Only 4 of 23 beat the index over three years.
Fund Returns
The equity funds that fell least in March 2026
09 Apr 2026
From 27 February to 30 March the Nifty 50 fell 11.31%. 215 of 311 diversified equity funds fell less, and Quant Mid Cap lost only 4.00%. Who held up best.
Fund ReturnsBalanced advantage funds fell 6.6% as the Nifty lost 11%
08 Apr 2026
From 27 February to 30 March 2026 the Nifty 50 fell 11.31%. The median balanced advantage fund lost 6.62%, and then caught about 60% of the rebound too.
Debt & Hybrid FundsFund ReturnsFinancial year 2025-26: how every fund category did
04 Apr 2026
From 31 March 2025 to 31 March 2026, 198 of 294 diversified equity funds lost money; mid caps were the one bright spot and silver funds doubled. Every category.
Fund ReturnsMarket Recap
Equity fund scorecard, March 2026: 556 of 557 fell
03 Apr 2026
The median equity fund lost 10.70% in March 2026, and 556 of 557 fell. Small caps fell least. March, Jan-Mar, 1, 3 and 5-year medians by category.
Fund Returns