Fund Returns
How fund categories and schemes have actually performed, computed from their daily NAV history.
Short-term debt fund ladder: overnight 5.25%, liquid 6.46%
21 Oct 2026
Median one-year returns to 19 October 2026: overnight funds 5.25%, low duration 5.97%, liquid, money market and ultra-short funds 6.46%.
Debt & Hybrid FundsFund Returns
102 of 232 thematic funds rose in a year, FMCG fell 22%
21 Oct 2026
To 19 October 2026 the median sectoral or thematic fund returned -1.2% over a year. Taiwan and Japan funds led; FMCG and consumption funds fell 12% to 22%.
SectorsFund Returns
Value funds: 7 of 22 rose in a year, median -3.3%
21 Oct 2026
To 19 October 2026 the median value fund returned -3.3% over one year and 10.9% a year over three; LIC MF Value led at 15.6%, Sundaram Value trailed at -9.3%.
Fund ReturnsInvesting Strategy549 of 556 equity funds have beaten the Nifty 50 in 2026
20 Oct 2026
With the Nifty 50 down 12.4% in 2026, only 7 of 556 equity funds have fallen further. Small caps lead at +10.9% median; large caps trail at −7.5%.
Fund ReturnsMarket Recap
Fund Categories page: how to read the category averages
20 Oct 2026
The /categories page averages returns and costs for every SEBI fund category. A worked example compares large, mid and small cap with liquid and gilt funds.
How-To GuidesFund Returns
Last year's top-quarter equity funds: where are they now?
20 Oct 2026
Of 75 equity funds in their category's top quarter in the year to October 2025, 12 were there again a year later and 21 had dropped to the bottom quarter.
Fund ReturnsInvesting Strategy
Overseas funds in 2026: Nasdaq, Taiwan and the weak rupee
20 Oct 2026
48 of 51 overseas funds of funds are positive in 2026, with a median of +14.9%. Nasdaq-100 funds are up about 21–23%; a weaker rupee added 5.7% of that.
Fund ReturnsInvesting Strategy
SBI vs HDFC vs ICICI Prudential: 16 categories compared
20 Oct 2026
ICICI Prudential led in 12 of 16 categories over three years; the others led in 2 and 2. One fund per category.
Fund IndustryFund Returns
Thematic funds: 38 of 253 rose in the quarter, led by tech
20 Oct 2026
In the three months to 19 October 2026, 38 of 253 sectoral and thematic funds rose. Digital and technology funds led (+10.0%); infra and FMCG lagged (−10.2%).
Fund ReturnsSectors
Where the shelter was in 2026: median return by fund type
20 Oct 2026
In a year the Nifty 50 is down 12.4%, overseas funds returned a median 14.9%, small caps 10.9%, liquid and arbitrage 5.2%. Large caps are at −7.5%.
Fund ReturnsDebt & Hybrid FundsInvesting Strategy
WhiteOak Capital Mutual Fund in 2026: by the numbers
20 Oct 2026
WhiteOak Capital MF managed ₹44,845 crore in July–September 2026, 24th of 55, up 79.8% in a year. 23 Direct Growth schemes, ranked on 3-year returns.
Fund IndustryFund Returns
Information ratio: 183 of 254 equity funds earned their risk
19 Oct 2026
183 of 254 active equity funds with three years of history have a positive information ratio. Multi Cap has the best median (0.88), Small Cap the weakest.
Fund Returns
Sortino or Sharpe? Both ranked 254 equity funds almost alike
19 Oct 2026
Re-ranking 254 equity funds in nine categories by Sortino instead of Sharpe moved 49 of them by at most 3 places and changed only one category leader.
Fund ReturnsInvesting Strategy
122 of 143 ten-year equity funds beat Nifty 50 index funds
19 Oct 2026
Ten-year medians run from 11.8% a year (Large Cap) to 16.8% (Small Cap) against 11.1% to 11.6% for Nifty 50 index funds. Caveats: survivorship and timing.
Fund ReturnsInvesting StrategyBaroda BNP Paribas MF in 2026: half its equity is thematic
18 Oct 2026
Baroda BNP Paribas managed ₹54,646 crore in July–September 2026, 22nd of 55, up 8.2% in a year. Ten of its 20 equity funds are thematic.
Fund IndustryFund ReturnsFund house report card: equity funds above the 3-year median
18 Oct 2026
Of 26 fund houses with five or more ranked equity funds, Bank of India, HSBC and ITI lead on 3-year returns; Franklin has none above median, SBI one of nine.
Fund ReturnsFund Industry
LIC Mutual Fund in 2026: strong debt, costly equity
18 Oct 2026
LIC MF managed ₹50,035 crore in July–September 2026, 23rd of 55, up 20.6% in a year. Three equity funds rank top three over 3 years; fees run high.
Fund IndustryFund ReturnsMahindra Manulife MF in 2026: small, mid and multi cap lead
18 Oct 2026
Mahindra Manulife managed ₹38,140 crore in July–September 2026, 25th of 55, up 20.4% in a year. Small, multi and mid cap funds rank high at low fees.
Fund IndustryFund Returns
Nifty 50 index funds in October 2026: costs 0.10% to 0.86%
18 Oct 2026
Eighteen Nifty 50 index funds returned 5.73% to 6.53% a year over three years to 16 Oct 2026. Fees run 0.10% to 0.86%; cost explains only part of the gap.
Costs & FeesFund Returns
Only 70 of 592 equity funds rose in the month to 16 October
18 Oct 2026
In the month to 16 October 2026 only 70 of 592 Direct Growth equity funds gained; mid caps fell most (−2.61% median), tech funds led.
Fund ReturnsMarket Recap