Fund Returns
How fund categories and schemes have actually performed, computed from their daily NAV history.
Target-maturity debt index funds: 1-year returns by maturity
18 Oct 2026
71 target-maturity index funds returned a median 5.59% (2026 maturities) down to 1.77% (2036) in the year to 16 Oct 2026; three-year medians are 6.8–7.6%.
Debt & Hybrid FundsFund Returns
Union Mutual Fund in 2026: small cap shines, fees run high
18 Oct 2026
Union MF managed ₹28,552 crore in July–September 2026, 27th of 55, up 21.3% in a year. 17 of its 18 equity and hybrid funds charge above median.
Fund IndustryFund ReturnsCosts & Fees98 equity funds with 20 years of NAVs: 89 beat Nifty's 9.7%
17 Oct 2026
98 regular-plan equity funds have NAVs from April 2006. Median return: 12.36% a year, against 9.68% for the Nifty 50 price index. Range: 7.4% to 17.2%.
Fund ReturnsInvesting Strategy
Edelweiss Mutual Fund in 2026: 13th for five years running
17 Oct 2026
Edelweiss managed ₹1,77,099 crore in July–September 2026, 13th of 55 for the fifth year running. Its Mid Cap fund is the largest and ranks 5th of 29.
Fund IndustryFund Returns
Franklin Templeton in 2026: a record ₹1.33 lakh crore, 18th
17 Oct 2026
Franklin Templeton's assets passed their 2019 peak in July–September 2026, yet the house slid from 7th to 18th. Its equity funds mostly rank in the lower half.
Fund IndustryFund Returns
HSBC Mutual Fund in 2026: up 14-fold since 2021
17 Oct 2026
HSBC managed ₹1,56,995 crore in July–September 2026, 17th of 55. Its Midcap fund is first of 29 over three years; its large funds charge above the median.
Fund IndustryFund Returns
Invesco Mutual Fund in 2026: top-three in five categories
17 Oct 2026
Invesco managed ₹1,64,687 crore in July–September 2026, 15th of 55, up 28.4% in a year. Five equity funds are top three over three years, at below-median fees.
Fund IndustryFund ReturnsMutual fund category rankings: how the lists are built
16 Oct 2026
Each 'Best' category page ranks Direct Growth funds by 3-year CAGR and refreshes within the hour. How it works, and what the ELSS list shows on 15 October 2026.
How-To GuidesFund Returns
Mutual fund star ratings: how WealthTicker builds them
16 Oct 2026
Four percentiles, four weights, one more ranking, five bands. Two funds' star ratings rebuilt step by step from their stored inputs, as of 15 October 2026.
How-To GuidesFund ReturnsMutual fund Terminal: filter and sort every fund at once
16 Oct 2026
The Terminal loads 1,810 Direct Growth funds into one table with about 35 filters that apply as you type. A free account opens it. A flexi-cap example.
How-To GuidesFund Returns
Nifty 50 returns calculator: lumpsum and SIP on real closes
16 Oct 2026
How the Nifty 50 returns calculator works, with figures to 15 October 2026: ₹1 lakh from January 2016 is ₹2.95 lakh (10.56% CAGR) and a ₹10,000 SIP 9.39%.
How-To GuidesFund Returns
Portfolio XIRR vs gain: reading your returns across funds
16 Oct 2026
Why a portfolio can show +41.5% gain and a 13.1% XIRR at once, and what 'vs Nifty 50 TRI' and 'vs your own funds' measure. A hypothetical example.
How-To GuidesFund Returns
Mutual fund page explained, section by section
16 Oct 2026
A walk down one fund page, HDFC Flexi Cap Direct Growth, from NAV to FAQ: what each section shows, what it means and which need sign-in. Data as of 15 Oct 2026.
How-To GuidesFund ReturnsSIF NAV and returns: how to read the SIF tracker
16 Oct 2026
How to read the SIF tracker's 34 long-short strategies without being misled by short records. Worked example: three hybrid SIFs that launched in October 2025.
How-To GuidesFund ReturnsWealthTicker home page: what each block shows
16 Oct 2026
A tour of the home page: the plain-English fund search, the counters, the top-funds list, NFOs and the Market Pulse ticker, with how fresh each one is.
How-To GuidesFund Returns
Where every number on WealthTicker comes from
16 Oct 2026
The methodology and glossary pages in one walk-through: data sources, NAV cleaning, CAGR, Sharpe at 6.5% and the star formula, checked on two mid-cap funds.
How-To GuidesFund ReturnsXIRR calculator: how to enter your cash flows
16 Oct 2026
Using the XIRR calculator: signs, dates, the current-value row, a worked example at 11.27%, and three entry mistakes that turn it into -57.42% or -2.86%.
How-To GuidesFund ReturnsBandhan Mutual Fund by the numbers: 77 schemes
15 Oct 2026
Bandhan managed ₹2,17,749 crore in July–September 2026, 12th among fund houses. Debt holds 40% of its scheme money, and its Small Cap fund alone holds 15%.
Fund IndustryFund ReturnsDo bigger equity funds return more? One, three, five years
15 Oct 2026
Split each equity category in half by size, and the smaller funds led over one year in 8 of 9 categories. Over five years the larger half led in 5.
Fund ReturnsFund IndustryEquity fund categories by calendar year, 2021 to 2025
15 Oct 2026
Small cap led 2021 and 2023, value led 2022, mid cap 2024, large cap 2025. Median calendar-year returns for nine equity categories, plus 2026 so far.
Fund Returns