Fund Returns
How fund categories and schemes have actually performed, computed from their daily NAV history.
SBI Mutual Fund in 2026: the largest house, by the numbers
10 Oct 2026
SBI Mutual Fund averaged ₹13,09,607 crore in July–September 2026, 15.0% of the industry. Only 2 of its 10 diversified equity funds beat their category median.
Fund IndustryFund Returns
Shortlisting a fund with the screener: a mid-cap example
10 Oct 2026
From 34 Direct Growth mid-cap funds to three, using cost, size, 5-year CAGR, rolling returns and worst falls. A worked example on data as of 9 October 2026.
Investing StrategyFund Returns
US index funds from India: S&P 500 and Nasdaq compared
10 Oct 2026
The S&P 500 made 25.31% in rupees in the year to 8 October 2026, 10 points of it the dollar. Index funds kept pace; two FoFs made 61-65%, mostly ETF premium.
Costs & FeesFund ReturnsInvesting Strategy
Where a fund ranks among its peers: a large-cap example
10 Oct 2026
ICICI Prudential Large Cap ranks 30th of 33 large caps over one year and 4th of 27 over five, yet holds 5 stars. How to read peer ranks, as of 9 October 2026.
Investing StrategyFund Returns
Small caps: 19.5% rolling 5-year return, 14.9% trailing
08 Oct 2026
Every equity category's trailing 5-year return is 3 to 6 points below its average rolling 5-year return since 2013. The gap by category, to 7 October 2026.
Fund Returns
SIFs one year on: 29 of 34 are above their first NAV
08 Oct 2026
India's first SIFs posted NAVs from October 2025. Of 34 Direct Growth strategies, 29 are above their first NAV, and 26 of 27 beat the Nifty 50 in 3 months.
Fund ReturnsFund Industry
Thematic funds launched in 2024: 14 of 53 trade below ₹10
08 Oct 2026
53 of the 70 equity funds launched in 2024 are sector or thematic funds. Fourteen have a NAV under the ₹10 launch price; Q4 launches fared worst.
Fund ReturnsSectorsEquity fund beta: 199 of 275 move less than their index
07 Oct 2026
The median diversified equity fund had a 3-year beta of 0.96 to September 2026. Multi and large & mid caps sat at 1.00, small caps 0.86.
Fund ReturnsInvesting Strategy
Bharat Bond indices for 2030–33: a quiet ride, a dip
07 Oct 2026
NSE's Nifty BHARAT Bond indices for April 2030 to 2033 have risen 7.8% to 10.8% since January 2025, but each is 0.4% to 1.8% below its August peak.
Debt & Hybrid FundsFund Returns
Conservative hybrid funds returned 1.99% in a year
07 Oct 2026
To 6 October 2026 the median conservative hybrid fund returned 1.99% in a year, against 6.47% for liquid funds. Over five years it led, 7.39% to 6.37%.
Debt & Hybrid FundsFund Returns
Floater funds: ahead over three years, behind over one
07 Oct 2026
To 6 October 2026 the 12 floating rate funds returned a median 5.98% in a year, below liquid funds' 6.47%, but 7.60% a year over three years against 6.93%.
Debt & Hybrid FundsFund ReturnsMedium and long duration debt funds: 36 funds compared
07 Oct 2026
To 6 October 2026 the median medium duration fund returned 5.82% in a year, medium to long 3.65% and long duration 0.93%. Liquid funds made 6.47%.
Debt & Hybrid FundsFund ReturnsMid and small caps vs the Nifty 50, every year since 2017
07 Oct 2026
Midcap 150 and Smallcap 250 each beat the Nifty 50 in five of nine years from 2017 to 2025. In 2026 so far small caps are up 7.3%, the Nifty 50 down 12.8%.
Investing StrategyFund Returns
Sensex index funds compared: returns and costs
07 Oct 2026
The 10 Sensex index funds with a year's record returned −9.68% to −10.24% to 6 October 2026. Costs run from 0.21% to 0.77%; HDFC's holds 69% of the money.
Fund ReturnsCosts & Fees
Sortino ratios: the same top ten as Sharpe, scaled up
07 Oct 2026
Across 264 diversified equity funds the median 3-year Sortino ratio is 0.53 and 17 exceed 1. Invesco India Mid Cap leads at 1.30; the order is almost Sharpe's.
Fund ReturnsInvesting StrategyUltra-short and low duration funds: 48 funds compared
07 Oct 2026
To 6 October 2026 the median ultra-short fund returned 6.52% in a year and the median low duration fund 6.17%. Over three years the order flips.
Debt & Hybrid FundsFund ReturnsNifty Next 50 vs Nifty 50: 7 wins in 13 years
06 Oct 2026
Since 2012 the Nifty Next 50 has grown 5.6 times and the Nifty 50 3.8 times, yet the Next 50 won only 7 of 13 calendar years. It now trades at a lower P/E.
Fund ReturnsInvesting StrategyAlpha: 335 of 443 equity funds beat their benchmark's risk
06 Oct 2026
Seventy-six percent of Direct equity funds have positive three-year alpha. Large and mid cap funds are 27 of 29, multi cap 23 of 24 and ELSS 31 of 48.
Fund ReturnsInvesting StrategyUpside vs downside capture: which equity funds gave more
06 Oct 2026
Across 9 equity categories the average fund caught 90% to 112% of its benchmark's up months and 79% to 98% of its down months. Small cap lost least.
Fund ReturnsInvesting Strategy
Worst fall in three years: 12 equity categories ranked
06 Oct 2026
The median large cap fund fell 16.4% peak to trough in three years, the median small cap fund 24.1%. Only 24 of 420 equity funds fell less than 15%.
Fund ReturnsInvesting Strategy