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Category averages · Direct plan

Fund Categories

Average trailing returns for every SEBI category, computed from each fund’s NAV history. See which corners of the market are working, then click a category to drill into its funds — or jump straight to the best funds in each category.

Sub-categories
57
Asset classes
8
Funds averaged
2,119

Equity

12

Growth-oriented funds, from large-cap stability to small-cap aggression.

Small Cap Fund36+3.8%+12.0%+18.1%+13.9%+18.3%+18.2%0.97%
Mid Cap Fund34+2.8%+7.3%+10.0%+10.1%+19.9%+17.9%1.05%
Sectoral/ Thematic252+2.6%+7.5%+7.8%+9.2%+17.2%+15.1%1.24%
Multi Cap Fund32+3.0%+8.5%+8.8%+8.8%+17.1%+16.1%1.02%
Focused Fund28+2.5%+7.9%+5.2%+6.5%+15.0%+13.4%1.15%
Large & Mid Cap Fund36+2.1%+6.8%+5.2%+6.1%+16.6%+15.1%1.24%
Value Fund23+0.9%+5.1%+2.5%+5.7%+15.4%+14.4%1.23%
Flexi Cap Fund46+2.5%+7.6%+5.3%+5.4%+14.9%+13.1%1.11%
Dividend Yield Fund11+1.3%+3.9%+1.0%+4.7%+15.6%+15.3%1.17%
ELSS51+1.6%+6.4%+4.4%+4.0%+14.2%+13.9%1.09%
Large Cap Fund37+1.1%+5.3%-0.6%+1.4%+12.3%+11.0%1.14%
Contra Fund4

Hybrid

7

Funds blending equity and debt in different proportions.

Multi Asset Allocation36+2.6%+3.3%+2.2%+14.5%+16.6%+15.2%0.94%
Arbitrage Fund40+0.5%+1.7%+3.1%+6.5%+7.3%+6.5%1.53%
Equity Savings23+0.8%+3.1%+2.7%+5.4%+9.5%+8.5%1.32%
Conservative Hybrid Fund14+0.4%+3.0%+2.0%+4.2%+8.5%+7.9%0.94%
Aggressive Hybrid Fund31+1.5%+5.3%+2.8%+4.2%+13.0%+12.0%1.07%
Dynamic Asset Allocation or Balanced Advantage37+1.2%+4.4%+2.3%+4.1%+11.1%+10.1%1.09%
Balanced Hybrid Fund3

Debt

23

Fixed-income funds across the duration and credit spectrum.

Credit Risk Fund12+0.7%+3.0%+5.0%+9.3%+10.1%+10.4%0.75%
Medium Duration Fund12+0.5%+3.0%+3.3%+6.7%+8.1%+7.2%0.68%
Floater Fund11+0.5%+2.5%+3.4%+6.5%+7.9%+6.9%0.27%
Ultra Short Duration Fund25+0.6%+2.0%+3.4%+6.5%+7.2%+6.5%0.34%
Low Duration Fund26+0.6%+2.1%+3.2%+6.3%+7.4%+6.6%0.36%
Money Market Fund27+0.6%+2.0%+3.2%+6.2%+7.0%+6.2%0.17%
Income37+0.5%+1.9%+2.9%+6.0%+7.5%+6.6%0.13%
Liquid Fund47+0.5%+1.6%+3.1%+5.9%+6.4%+5.8%0.15%
Short Duration Fund27+0.4%+2.5%+2.9%+5.8%+7.6%+6.7%0.37%
Corporate Bond Fund21+0.4%+2.6%+2.9%+5.6%+7.5%+6.4%0.33%
Banking and PSU Fund20+0.4%+2.6%+2.8%+5.5%+7.3%+6.4%0.33%
Dynamic Bond22+0.3%+2.9%+3.0%+5.3%+7.2%+6.5%0.56%
Medium to Long Duration Fund13+0.3%+3.0%+3.1%+5.3%+7.1%+6.6%0.74%
Gilt Fund25+0.2%+3.4%+3.2%+4.8%+6.7%+6.0%0.51%
Overnight Fund53+0.4%+1.2%+2.3%+4.8%+5.5%+5.7%0.11%
Long Duration Fund9+0.2%+3.9%+3.2%+4.6%+6.9%0.34%
10-year Constant Maturity Gilt Fund1
Fixed Term Plan1
Floating Interest Rates Fund1
Gilt Fund with 10 year constant duration4
Long Term Fund2
Medium to Long Term Fund1
Other Debt Scheme1

Solution Oriented

2

Goal-linked funds with a lock-in — retirement and children's plans.

Retirement Fund29+1.3%+5.0%+3.4%+4.9%+11.6%+10.5%1.12%
Children’s Fund12+1.5%+5.8%+4.2%+4.6%+11.9%+11.2%1.46%

Index

2

Passive funds that track an index.

Index Funds374+1.3%+4.2%+2.7%+4.6%+11.5%+11.4%0.47%
Hybrid Fund1

ETF

7

Exchange-traded funds.

Gold ETF20+11.0%-1.0%+1.0%+57.0%+37.6%+26.0%0.52%
Other ETFs234+1.6%+3.2%+1.2%+10.9%+13.8%+10.0%0.44%
Equity ETF59+1.9%+4.8%+2.6%+8.7%+16.4%+13.4%1.51%
Debt ETF7+0.3%+2.3%+2.4%+4.7%0.23%
ETFs investing overseas2
Hybrid ETF1
Silver ETF3

FoF

2

Funds that invest in other funds.

FoF Overseas52+3.0%+1.2%+12.3%+33.8%+25.2%+13.5%0.62%
FoF Domestic151+4.3%+1.2%+2.8%+27.9%+21.4%+14.5%0.21%

Other

2

Everything that doesn't fall under the buckets above.

Life Cycle Fund with Maturity of 10 Years1
Life Cycle Fund with Maturity of 15 Years1

NAV data as of 20 Aug 2026. Averages cover one variant per fund — Direct-plan Growth options, plus single-plan schemes such as ETFs — using fresh NAVs only, and a period is shown only where at least five funds carry it. Returns under one year are absolute; 1Y and longer are annualised (CAGR). Figures are computed from NAV history and refreshed hourly.