Fund Returns
How fund categories and schemes have actually performed, computed from their daily NAV history.
Direct vs Regular plans: the return gap, from NAVs
25 Mar 2026
Across 372 equity schemes sold both ways, the Direct plan beat the Regular by a median 1.31 points a year over three years to 24 March 2026. By category.
Costs & FeesFund Returns
ELSS funds before 31 March: three good years, a bad quarter
19 Mar 2026
The median ELSS fund returned 16.00% a year over the three years to 18 March 2026, yet all 39 are down in 2026. The spread, best, worst and the lock-in.
Fund Returns
Small-cap funds in the March fall: 15% below their peaks
16 Mar 2026
On 13 March 2026 the median small-cap fund sat 14.93% below its all-time high and 13.14% below its 52-week high. Which funds held up and which fell furthest.
Fund Returns
Large-cap fund returns: 22 of 30 beat the Nifty 100
11 Mar 2026
To 10 March 2026 the median large-cap fund returned 15.50% a year over 3 years; 22 of 30 beat our estimated Nifty 100 return of 14.59%. The 1 to 10-year spread.
Fund Returns
Equity fund scorecard, February 2026: mid caps lead
05 Mar 2026
The median equity fund gained 1.08% in February 2026 while the Nifty 50 slipped 0.56%. Mid caps led at 2.05%. Medians for 12 categories, NAVs to 27 Feb.
Fund Returns