Fund Returns
How fund categories and schemes have actually performed, computed from their daily NAV history.
Best versus worst fund in a category, each year 2021–25
15 Oct 2026
In 2021 small-cap funds ranged from 34.9% to 91.7%, a 56.8-point gap. In 2025 large-cap funds ranged only 6.7 points. The gap in nine categories, five years.
Fund ReturnsInvesting Strategy
How many equity funds beat their index each year, 2021–25
15 Oct 2026
In 2024, 29 of 30 large-cap funds beat the Nifty 100 price index; in 2025 only 65 of 184 broad-market funds beat the Nifty 500. The count for every year.
Fund ReturnsInvesting Strategy
Motilal Oswal Mutual Fund by the numbers: 89 schemes
15 Oct 2026
Motilal Oswal managed ₹1,58,858 crore in July–September 2026, up 30.7% in a year. Five older equity funds hold 79% of its equity money; 15 are newer.
Fund IndustryFund Returns
Not one of 528 equity funds is at a record NAV right now
15 Oct 2026
On 13–14 October 2026 the median equity fund sat 7.2% below its highest NAV; 223 set that peak in August 2026 and 72 of them on 31 August alone.
Fund ReturnsMarket Recap
28% of equity funds launched since 2024: cohorts by year
15 Oct 2026
162 of 585 equity funds began in 2024, 2025 or 2026, and 106 of them are sector or thematic. The 2022 and 2023 launches show 13–14% three-year medians.
Fund IndustryFund Returns
5-year Nifty 50 SIPs: every start month since 1999
14 Oct 2026
Of 275 five-year SIPs in the Nifty 50 since January 1999, four ended below the money put in. The median returned 1.39 times; the best, 3.00 times.
Investing StrategyFund Returns
How far debt and hybrid funds fell: worst 3-year drawdowns
13 Oct 2026
Over three years to October 2026, gilt funds fell 3.6% at the median at their worst, aggressive hybrids 13.1%, liquid funds almost nothing. All categories.
Debt & Hybrid FundsFund Returns
How index-like are active equity funds? R-squared view
13 Oct 2026
Large cap funds have a median R-squared of 0.96 against their benchmark; sector funds 0.83. Which active funds track an index, and which do not.
Fund ReturnsInvesting Strategy
Banking & PSU debt funds: 4.51% median, October 2026
12 Oct 2026
The median banking and PSU debt fund returned 4.51% in the year to 9 October 2026 and 7.13% a year over three. UTI led at 5.98%; the range was 2.35 points.
Debt & Hybrid FundsFund Returns
Best minus worst: the one-year gap inside each category
12 Oct 2026
In the year to 9 October 2026 focused funds had a 37-point gap between best and worst, small caps 32 and large caps 15.6. Fund choice mattered most in these.
Fund ReturnsInvesting Strategy
Equity savings funds: 2.54% median in a year, October 2026
12 Oct 2026
The median equity savings fund returned 2.54% in the year to 9 October 2026 and 8.23% a year over three. Only two of 23 beat the median arbitrage fund.
Fund Returns
Focused funds: 18 of 28 lost money in a year, October 2026
12 Oct 2026
The median focused fund returned -1.75% in the year to 9 October 2026 but 11.5% a year over three. Motilal Oswal led at 24.4%; Franklin trailed at -13.0%.
Fund ReturnsMulti-asset funds: 26 of 30 gained in a year, October 2026
12 Oct 2026
The median multi-asset fund returned 4.92% in the year to 9 October 2026 and 14.36% a year over three, while the Nifty 50 fell 10.57%. Gold did far better.
Fund Returns
Tata Mutual Fund by the numbers: 9th a year ago, 11th now
12 Oct 2026
Tata managed ₹2,36,199 crore in July–September 2026, 11th among fund houses after ranking 9th a year ago. Its equity funds are cheap but mostly mid-table.
Fund IndustryFund ReturnsCorporate bond funds returned 4.47% in a year to October
11 Oct 2026
The median corporate bond fund returned 4.47% in the year to 9 October 2026, short of the median liquid fund's 6.50%. The range ran from 3.53% to 5.94%.
Debt & Hybrid FundsFund Returns
Dynamic bond funds returned 3.54% in a year to October
11 Oct 2026
The median dynamic bond fund returned 3.54% in the year to 9 October 2026, down from 5.25% in August. Only five of 22 beat the median corporate bond fund.
Debt & Hybrid FundsFund Returns
Microcap 250 vs smallcap and midcap indices, October 2026
11 Oct 2026
The Nifty Microcap 250 rose 9.3% in a year to 9 October 2026 and 19.4% a year over five, ahead of smallcap and midcap. One index fund tracks it.
Fund ReturnsMarket Valuations
Short duration funds trailed overnight funds in a year
11 Oct 2026
The median short duration fund returned 4.96% in the year to 9 October 2026, below overnight (5.25%), liquid (6.50%) and ultra-short (6.55%) funds.
Debt & Hybrid FundsFund Returns
Value funds: 14 of 22 lost money in a year, October 2026
11 Oct 2026
The median value fund returned -3.03% in the year to 9 October 2026 but 11.27% a year over three. Best and worst funds, and how the Value 50 index compares.
Fund Returns10-year gilt funds: Bandhan vs ICICI vs SBI vs UTI
10 Oct 2026
Four 10-year constant maturity gilt funds to 9 October 2026: Bandhan made 2.96% in a year, UTI 1.81%. All four beat NSE's 10-year G-Sec index after costs.
Debt & Hybrid FundsFund ReturnsCosts & Fees