Fund Returns
How fund categories and schemes have actually performed, computed from their daily NAV history.
ELSS funds compared: JM vs Motilal Oswal vs WhiteOak
10 Oct 2026
The top three ELSS funds on 3-year return, 15.26% to 20.47% a year to 9 Oct 2026, plus a closed SBI series that would rank second: risk, fees, holdings.
Fund ReturnsTax
Kotak vs Edelweiss vs Mirae vs HSBC equity savings funds
10 Oct 2026
Edelweiss Equity Savings made 11.01% a year over 3 years with 3.97% volatility, the best balance of the four. HSBC returned most, 12.45%, with the deepest fall.
Debt & Hybrid FundsFund ReturnsInvesting Strategy
Kotak Mahindra Mutual Fund in 2026, by the numbers
10 Oct 2026
Kotak managed ₹6.14 lakh crore in July–September 2026, fifth of 55 houses. Its largest scheme is an arbitrage fund; 4 of 9 equity funds beat their median.
Fund IndustryFund Returns
Contra funds compared: Kotak vs SBI vs Invesco India
10 Oct 2026
Kotak Contra leads on 3 years at 13.91% a year, SBI Contra on 5 years at 13.12%. Risk, fees, holdings and managers of the three contra funds to 9 October 2026.
Fund ReturnsInvesting Strategy
Low-drawdown equity screen: why 29 of 31 funds are young
10 Oct 2026
31 equity funds beat 12% a year over 3 years without ever falling 20%. 29 began after the 2020 crash; of 279 older funds, only 3 never fell 20%.
Fund ReturnsInvesting StrategyLow-volatility and quality index funds: costs compared
10 Oct 2026
Index funds and ETFs on four low-volatility and quality indices charge 0.25% to 0.79% and track within 0.36% a year. Fees decide the gap. As of 9 October 2026.
Costs & FeesFund ReturnsInvesting Strategy
Mirae Asset Mutual Fund by the numbers: 98 schemes
10 Oct 2026
Mirae Asset managed ₹2,37,421 crore in July–September 2026, 10th among fund houses. 71 of its 98 schemes are ETFs, index funds or FoFs, with 14% of its money.
Fund IndustryFund Returns
MNC funds: all five with 3 years trail the Nifty MNC
10 Oct 2026
Seven MNC funds manage ₹17,518 crore. Over three years to 9 October 2026 the five old enough returned 5.0% to 8.7% a year; the Nifty MNC TRI made 12.7%.
SectorsFund Returns
Momentum index funds compared: fees, lag and size
10 Oct 2026
Eight Nifty200 Momentum 30 index funds charge 0.68% to 1.02% and trailed their index by 0.64 to 1.20 points in the year to 9 October 2026.
Costs & FeesFund ReturnsInvesting Strategy
India's newest fund houses: 15 launched since 2023
10 Oct 2026
Fifteen fund houses opened their first scheme after 2022. In July–September 2026 they managed ₹1,11,693 crore together, 1.28% of the industry.
Fund IndustryFund ReturnsNifty 500 and Total Market index funds compared
10 Oct 2026
Nine index funds track the Nifty 500 or Nifty Total Market, at fees of 0.17% to 0.71%. Motilal Oswal's holds 64% of their ₹4,856 crore. Data to 9 October 2026.
Costs & FeesFund ReturnsInvesting Strategy
Nifty Bank index funds compared: costs and tracking
10 Oct 2026
Ten Nifty Bank index funds charge 0.22% to 1.46%. The eight with a year's record returned −1.18% to −1.41% to 9 October 2026; the index, −0.74%.
Costs & FeesFund ReturnsSectors
Nifty Midcap 150 index funds compared: costs and tracking
10 Oct 2026
15 Midcap 150 index funds charge 0.29% to 0.72%. The seven with a 3-year record returned 13.39–13.73% a year to 9 October 2026; the index, 14.16%.
Costs & FeesFund Returns
Nifty Smallcap 250 index funds compared: costs and tracking
10 Oct 2026
11 Smallcap 250 index funds charge 0.32% to 0.64%. Over 3 years to 9 October 2026 they trailed the index's 14.09% by 0.60 to 1.14 points a year.
Costs & FeesFund ReturnsNPS for government employees: returns by pension fund
10 Oct 2026
The NPS Central Government scheme returned 7.46–7.54% a year over ten years at SBI, UTI and LIC to 8 October 2026, and about 0% in the past year.
RetirementFund ReturnsInvesting StrategyNPS Tier II vs Tier I: do the same schemes return the same?
10 Oct 2026
Same manager, same scheme, two accounts. Over ten years Tier II equity was within 0.18 points a year of Tier I; Tier II's Scheme G led at all ten in a year.
RetirementTaxFund ReturnsNPS Vatsalya: returns so far, and what happens at 18
10 Oct 2026
The new NPS Vatsalya schemes started at ₹10 on 23 January 2026. By 8 October all ten were below it, down 4.72% to 8.31%. What the rules allow at 18.
RetirementInvesting StrategyFund Returns
Quant mutual funds: 4 of 6 with 3 years beat the Nifty 500
10 Oct 2026
Ten quant funds and three multi-factor funds hold ₹11,983 crore. Over three years to 9 October 2026, four of the six old enough beat the Nifty 500 TRI.
SectorsFund ReturnsQuant, Nippon, DSP, Kotak multi-asset funds compared
10 Oct 2026
The four multi-asset funds with the best 3-year records made 16.67% to 21.54% a year to 8 October 2026. Their mixes of equity, gold and silver differ widely.
Fund ReturnsDebt & Hybrid FundsInvesting StrategySBI vs ICICI Prudential vs Aditya Birla children's funds
10 Oct 2026
₹1 lakh put in SBI Children's Investment Plan five years ago is ₹2.33 lakh today; in Aditya Birla's Bal Bhavishya, ₹1.51 lakh. Lock-ins, costs, holdings.
Fund ReturnsInvesting Strategy