Four biggest focused funds compared on return and risk
04 Nov 2026
SBI, HDFC, ICICI Prudential and Franklin India run 58% of focused-fund assets. Their 3-year returns span 8.12% to 17.11% a year; the category median is 13.09%.
Fund ReturnsPortfolio Holdings
Fund overlap and benchmark data by API, for advisors
03 Nov 2026
The WealthTicker API's Pro endpoints return portfolio overlap and fund-vs-benchmark returns year by year. A worked example on Parag Parikh Flexi Cap.
How-To GuidesPortfolio Holdings
Cash drag: what 5% cash does to an equity fund's return
01 Nov 2026
A fund holding 5% in cash earns about 0.3 points less in a 12% year and loses about 0.8 points less in a −10% year. The arithmetic behind it.
Fund ReturnsPortfolio Holdings
Large, mid, small cap: the SEBI rank-100 and 250 rule
31 Oct 2026
SEBI defines large caps as the top 100 companies by market value, mid caps as 101-250 and small caps as 251 onward. How funds use the list.
Investing StrategyPortfolio Holdings
Four biggest aggressive hybrid funds compared, 2026
27 Oct 2026
The four biggest aggressive hybrid funds, compared on returns, calendar years, risk, SIP results and cost. 3-year range 5.54% to 11.53% a year.
Fund ReturnsPortfolio Holdings
Four biggest multi-cap funds compared on return and risk
27 Oct 2026
The four biggest multi-cap funds, compared on returns, calendar years, risk, SIP results and cost. 3-year range 9.34% to 14.35% a year.
Fund ReturnsPortfolio HoldingsWhich mutual funds own ICICI Bank? 652 do, October 2026
27 Oct 2026
652 Direct Growth mutual funds hold ICICI Bank, at an average 5.59% of the portfolio. The ten biggest holders, by category, and who added or trimmed.
Portfolio HoldingsSectors
Four biggest large and mid-cap funds compared in 2026
26 Oct 2026
The four biggest large and mid-cap funds, compared on returns, calendar years, risk, SIP results and cost. 3-year range 10.13% to 12.19% a year.
Fund ReturnsPortfolio Holdings
Which mutual funds own TCS? 351 do, October 2026
26 Oct 2026
351 Direct Growth mutual funds hold TCS, at an average 2.08% of the portfolio. The ten biggest holders, by category, and who added or trimmed.
Portfolio HoldingsSectors
Four biggest mid-cap funds compared: returns, risk, cost
25 Oct 2026
The four biggest mid-cap funds, compared on returns, calendar years, risk, SIP results and cost. 3-year range 13.77% to 15.96% a year.
Fund ReturnsPortfolio Holdings
Four biggest small-cap funds compared, head to head
25 Oct 2026
The four biggest small-cap funds, compared on returns, calendar years, risk, SIP results and cost. 3-year range 8.25% to 15.69% a year.
Fund ReturnsPortfolio Holdings
Four biggest value funds compared on return, risk and cost
25 Oct 2026
The four biggest value funds, compared on returns, calendar years, risk, SIP results and cost. 3-year range 9.39% to 13.61% a year.
Fund ReturnsPortfolio Holdings
Which mutual funds own HDFC Bank? 626 do, October 2026
25 Oct 2026
626 Direct Growth mutual funds hold HDFC Bank, at an average 5.68% of the portfolio. The ten biggest holders, by category, and who added or trimmed.
Portfolio HoldingsSectorsFour biggest large-cap funds compared: returns, risk, cost
24 Oct 2026
The four biggest large-cap funds, compared on returns, calendar years, risk, SIP results and cost. 3-year range 7.38% to 9.75% a year.
Fund ReturnsPortfolio Holdings
The four biggest flexi-cap funds compared, head to head
23 Oct 2026
The four biggest flexi-cap funds, compared on returns, calendar years, risk, SIP results and cost. 3-year range 10.00% to 14.06% a year.
Fund ReturnsPortfolio HoldingsFunds bought most ICICI Bank and HDFC Bank in September
23 Oct 2026
Between the August and September 2026 disclosures, funds added about ₹3,646 crore of ICICI Bank and sold ₹1,385 crore of L&T. The 12 biggest buys and trims.
Portfolio Holdings
Which mutual funds own Larsen & Toubro? 512 do, October 2026
23 Oct 2026
512 Direct Growth mutual funds hold Larsen & Toubro, at an average 2.60% of the portfolio. The ten biggest holders, by category, and who added or trimmed.
Portfolio HoldingsSectorsWhich mutual funds own Bharti Airtel? 593 do, October 2026
22 Oct 2026
593 Direct Growth mutual funds hold Bharti Airtel, at an average 3.41% of the portfolio. The ten biggest holders, by category, and who added or trimmed.
Portfolio HoldingsSectors
Which mutual funds own Infosys? 494 do, October 2026
20 Oct 2026
494 Direct Growth mutual funds hold Infosys, at an average 2.69% of the portfolio. The ten biggest holders, by category, and who added or trimmed.
Portfolio HoldingsSectors
Who owns Reliance Industries? 563 mutual funds, October 2026
19 Oct 2026
563 Direct Growth mutual funds hold Reliance Industries, at an average 3.81% of the portfolio. The ten biggest holders, by category, and who added or trimmed.
Portfolio HoldingsSectors