Fund Returns
How fund categories and schemes have actually performed, computed from their daily NAV history.
Atal Pension Yojana: what it earns and what it costs
10 Oct 2026
A ₹5,000 APY pension costs ₹210 a month from 18 and ₹1,454 from 40. The chart implies about 8.2% a year; the APY fund earned about 7.5% over ten years.
RetirementInvesting StrategyFund Returns
Axis Mutual Fund in 2026: assets, funds, fees and holdings
10 Oct 2026
Axis managed ₹3.83 lakh crore in July–September 2026, eighth of 55 houses. Its four largest equity funds all trail their category median; two smaller ones lead.
Fund IndustryFund Returns
Multi cap: Axis vs WhiteOak vs HSBC vs LIC MF
10 Oct 2026
The four best 3-year multi-cap funds are 1.36 points apart, 17.11% to 18.47% a year to 9 October 2026. Risk, fees, cap mix and managers decide the rest.
Fund ReturnsInvesting Strategy
Banking & PSU debt funds: Kotak vs Franklin vs UTI vs LIC
10 Oct 2026
To 9 October 2026, UTI's banking and PSU fund made 5.98% in a year on a 0.45-year book; Kotak's made 4.82% on a 3.73-year book, but yields more now.
Debt & Hybrid FundsFund ReturnsCosts & Fees
Business cycle funds: all 10 with 3 years beat Nifty 500
10 Oct 2026
19 business cycle funds hold ₹42,278 crore. All 10 with three years beat the Nifty 500 TRI to October 2026, at a median 12.4% a year. Banks lead most of them.
SectorsFund Returns
Comparing two funds side by side: what to read first
10 Oct 2026
A compare page has 30-odd rows. Read them in this order: inception, long windows, rolling returns, falls, then cost. Two real pairs, as of 9 October 2026.
Investing StrategyFund Returns
Consistent compounders screen: 58 funds, gold at the top
10 Oct 2026
58 funds beat 15% a year over both 3 and 5 years with ₹1,000 crore or more in assets. Gold and US funds fill the top ten; no large-cap fund qualifies.
Fund ReturnsInvesting Strategy
Decade compounders: 69 funds beat 15% a year for 10 years
10 Oct 2026
69 funds of ₹1,000 crore or more compounded above 15% a year over the ten years to October 2026. No large-cap or index fund made it; Quant has 9 of the 69.
Fund ReturnsInvesting Strategy
DSP Mutual Fund by the numbers: 9th to 11th for ten years
10 Oct 2026
DSP managed ₹2,44,022 crore in July–September 2026, 9th among fund houses. Equity is under half its money and debt a quarter; value and small cap rank best.
Fund IndustryFund Returns
ESG mutual funds: 3 of 8 beat the Nifty 500 over 3 years
10 Oct 2026
Ten active ESG funds hold ₹9,880 crore, three-quarters of it in exclusion strategies. Over three years to 9 October 2026, three of eight beat the Nifty 500 TRI.
SectorsFund ReturnsFalls less than it rises: 74 funds, 29 pharma or hybrid
10 Oct 2026
74 funds caught over 95% of their benchmark's rising months and under 85% of its falls. 14 of 15 pharma funds pass; 3 of 97 large, mid and flexi caps do.
Fund ReturnsInvesting StrategyFloater funds compared: Franklin, ICICI, Bandhan, Axis
10 Oct 2026
Four floater funds ended the year to 9 October 2026 within 0.08 points, 6.20% to 6.28%. Over three years Axis led at 8.46%, with 2.7 times ICICI's volatility.
Debt & Hybrid FundsFund ReturnsCosts & FeesFour balanced advantage funds, head to head in 2026
10 Oct 2026
ABSL, Baroda BNP Paribas, quant and WhiteOak balanced advantage funds made 11-13% a year over 3 years; quant's worst fall, 18.43%, was twice ABSL's.
Debt & Hybrid FundsFund ReturnsInvesting Strategy
Gold ETFs compared: UTI, Quantum, ICICI Prudential, LIC
10 Oct 2026
Four gold ETFs to 9 October 2026: 20.93% to 21.80% in a year, 0.87 points apart. Expense ratios run 0.45% to 0.59%, and the dearest, UTI, returned the most.
Gold & SilverCosts & FeesFund Returns
Value funds compared: HDFC vs Axis vs Quant vs LIC MF
10 Oct 2026
The top four value funds over 3 years, 14.90% to 19.62% a year to 9 October 2026, compared on risk, fees, holdings, overlap, managers and exit loads.
Fund ReturnsPortfolio HoldingsMid cap: HSBC vs Invesco vs WhiteOak vs Edelweiss
10 Oct 2026
The four best 3-year mid-cap funds, 19.7% to 22.6% a year to 9 October 2026: fees from 0.68% to 1.10%, 43 to 135 stocks, and one bank all four hold.
Fund ReturnsCosts & Fees
Focused funds compared: ICICI, Motilal, Invesco, ITI
10 Oct 2026
Four 30-stock funds that led on 3 years, 15.12% to 19.98% a year to 9 October 2026: returns, risk, fees, overlap and managers side by side.
Fund ReturnsPortfolio HoldingsICICI Prudential Mutual Fund in 2026: size, costs, returns
10 Oct 2026
ICICI Prudential averaged ₹11,55,871 crore in July–September 2026, up 13.9% in a year, and 7 of its 10 diversified equity funds beat their category median.
Fund IndustryFund ReturnsLarge & mid cap: Invesco vs Motilal vs HSBC vs Bandhan
10 Oct 2026
The four best 3-year large & mid-cap funds, 16.6% to 21.4% a year to 9 October 2026, side by side on risk, fees, portfolios, managers and exit loads.
Fund ReturnsPortfolio Holdings
Small cap: ITI vs Bandhan vs Bank of India vs Invesco
10 Oct 2026
The four best 3-year small-cap funds made 21.5% to 23.3% a year to 9 October 2026. How they differ on risk, cash, fees, exit loads and what they hold.
Fund ReturnsPortfolio Holdings