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- Trailing Return with Market Cap breakup
- Best Performing Mutual Funds - AMC Wise
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- Debt Funds vs Fixed Deposit
- MF Comparison with Asset Classes
Best Performing Mutual Funds (Trailing returns) - AMC Wise
| Category Name |
1-Week Ret (%) | 1-Month Ret (%) | 3-Months Ret (%) | 6-Months Ret (%) | YTD Ret (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund of Funds-Domestic-Silver | 0.66 | 6.31 | -18.26 | -5.03 | 2.04 | 96.73 | 46.01 | - | - | 34.29 |
| Fund of Funds-Domestic-Gold and Silver | 1.33 | 7.05 | -11.29 | -2.81 | 8.54 | 68.97 | 39.67 | - | - | 38.22 |
| Fund of Funds-Domestic-Gold | 1.42 | 7.59 | -5.06 | -1.03 | 12.62 | 49.52 | 35.16 | 24.89 | 15.54 | 19.32 |
| Fund of Funds-Overseas | 1.76 | 2.81 | 1.41 | 16.03 | 20.53 | 33.74 | 25.34 | 12.87 | 12.01 | 14.23 |
| Equity: Thematic-International | 2.28 | 4.13 | 7.09 | 14.5 | 19.55 | 27.83 | 19.64 | 10.93 | 12.84 | 11.5 |
| Equity: Thematic-Transportation | 0.27 | 9.96 | 16.93 | 8.99 | 10.0 | 22.15 | 22.23 | 20.51 | 12.35 | 19.42 |
| Equity: Thematic-Manufacturing | 0.05 | 4.72 | 8.13 | 13.56 | 13.38 | 18.49 | 21.71 | 18.65 | 16.06 | 12.45 |
| Equity: Thematic-Active-Momentum | 0.37 | 3.91 | 9.62 | 12.5 | 10.76 | 15.79 | 14.23 | - | - | 14.08 |
| Equity: Sectoral-Pharma and Healthcare | 0.1 | 2.61 | 9.78 | 20.66 | 18.12 | 15.78 | 20.67 | 14.63 | 14.08 | 17.29 |
| ETFs | -0.11 | 2.91 | 2.0 | 1.59 | 1.7 | 15.42 | 16.42 | 12.71 | 13.04 | 12.28 |
| Equity: Small Cap | 0.43 | 3.08 | 10.94 | 16.6 | 13.79 | 14.73 | 17.24 | 16.5 | 16.9 | 17.86 |
| Equity: Thematic-Special-Opportunities | 0.61 | 4.54 | 9.98 | 12.9 | 10.01 | 14.22 | 19.7 | 14.4 | - | 11.37 |
| Hybrid: Multi Asset Allocation | 0.21 | 2.31 | 2.47 | 1.66 | 3.62 | 13.31 | 15.12 | 13.61 | 12.73 | 11.88 |
| Equity: Thematic-MNC | 0.14 | 4.69 | 8.71 | 9.48 | 7.81 | 12.74 | 9.87 | 9.43 | 9.89 | 14.16 |
| Equity: Thematic-Innovation | 0.88 | 4.39 | 12.89 | 13.73 | 9.94 | 12.3 | 19.12 | 13.71 | - | 14.81 |
| Equity: Thematic-Energy | -0.25 | 1.35 | -1.19 | 4.25 | 5.87 | 11.68 | 18.18 | 13.56 | 15.89 | 9.61 |
| Equity: Mid Cap | 0.38 | 2.52 | 7.19 | 9.23 | 7.58 | 11.39 | 18.49 | 16.14 | 15.89 | 16.72 |
| Equity: Thematic-PSU | -0.19 | 1.31 | -1.6 | 0.59 | 2.86 | 9.9 | 22.83 | 22.56 | 14.8 | 13.24 |
| Fund of Funds-Domestic-Hybrid | 0.24 | 2.12 | 4.16 | 2.98 | 3.58 | 9.7 | 13.22 | 11.45 | 10.96 | 10.75 |
| Equity: Multi Cap | 0.18 | 2.85 | 7.86 | 7.87 | 5.71 | 9.34 | 15.79 | 13.97 | 14.64 | 14.16 |
| Equity: Sectoral-Infrastructure | -0.06 | 1.22 | 3.32 | 7.32 | 7.62 | 8.98 | 18.38 | 18.65 | 15.67 | 12.71 |
| Debt: Credit Risk | 0.21 | 0.94 | 2.67 | 4.63 | 5.87 | 8.48 | 9.1 | 9.33 | 6.35 | 6.9 |
| Equity: Thematic-Multi-Sector | -0.7 | 1.75 | 6.9 | 3.14 | 1.36 | 8.37 | - | - | - | -11.06 |
| Equity: Large and Mid Cap | 0.06 | 2.38 | 6.57 | 4.8 | 3.08 | 7.24 | 15.36 | 13.4 | 13.93 | 12.49 |
| Equity: Focused | 0.04 | 2.95 | 7.75 | 4.53 | 2.93 | 7.2 | 13.5 | 11.68 | 13.0 | 13.88 |
| Equity: Thematic-Others | -0.42 | 2.4 | 5.32 | 4.0 | 2.33 | 7.11 | 15.67 | 12.86 | 13.55 | 9.53 |
| Equity: Sectoral-Banking and Financial Services | -0.08 | -0.29 | 5.54 | -0.6 | -0.03 | 7.08 | 13.23 | 11.56 | 12.08 | 11.17 |
| Fund of Funds-Domestic-Equity | -0.06 | 2.55 | 5.15 | 4.54 | 3.26 | 6.86 | 13.83 | 13.16 | 13.8 | 9.34 |
| Equity: Thematic-Business-Cycle | 0.07 | 2.26 | 6.97 | 5.78 | 3.91 | 6.82 | 14.24 | 15.09 | 13.2 | 10.7 |
| Equity: Value | -0.33 | 1.53 | 4.59 | 2.46 | 0.9 | 6.5 | 14.18 | 13.21 | 13.32 | 13.8 |
| Equity: Flexi Cap | -0.02 | 2.92 | 7.27 | 4.69 | 2.57 | 6.35 | 13.52 | 11.76 | 13.35 | 12.83 |
| Debt: Floater | 0.14 | 0.75 | 2.36 | 3.41 | 4.05 | 6.25 | 7.49 | 6.46 | 6.86 | 6.83 |
| Debt: Medium Duration | 0.22 | 0.89 | 2.84 | 3.37 | 4.09 | 6.24 | 7.52 | 6.55 | 6.36 | 7.07 |
| Debt: Liquid | 0.12 | 0.54 | 1.66 | 3.25 | 3.98 | 6.22 | 6.75 | 6.07 | 5.92 | 6.38 |
| Debt: Money Market | 0.15 | 0.71 | 1.94 | 3.24 | 3.9 | 6.19 | 7.01 | 6.26 | 6.32 | 6.34 |
| Equity: Thematic-Quantitative | -0.7 | 2.54 | 4.31 | 1.33 | -0.06 | 6.16 | 13.58 | 11.9 | 13.91 | 9.26 |
| Debt: Ultra Short Duration | 0.14 | 0.65 | 1.82 | 3.19 | 3.81 | 5.98 | 6.69 | 5.97 | 5.91 | 6.31 |
| Debt: Low Duration | 0.14 | 0.68 | 1.91 | 3.07 | 3.68 | 5.88 | 6.91 | 6.16 | 6.3 | 6.74 |
| Equity: Dividend Yield | -0.21 | 2.27 | 4.09 | 1.4 | 0.52 | 5.86 | 14.32 | 13.57 | 13.78 | 12.17 |
| Debt: FMP | 0.1 | 0.47 | 1.51 | 2.99 | 3.65 | 5.85 | 6.57 | 6.11 | 6.08 | 7.22 |
| Index Fund | -0.23 | 1.88 | 4.36 | 3.09 | 1.81 | 5.78 | 11.08 | 10.84 | 11.46 | 7.75 |
| Fund of Funds-Income Plus Arbitrage | 0.17 | 0.63 | 2.15 | 3.07 | 3.63 | 5.74 | 8.49 | 7.38 | 7.63 | 6.1 |
| Hybrid: Arbitrage | 0.06 | 0.39 | 1.45 | 2.8 | 3.58 | 5.73 | 6.58 | 5.83 | 5.56 | 5.52 |
| Hybrid: Balanced | -0.3 | 1.35 | 5.21 | 3.97 | 2.81 | 5.57 | - | - | - | 7.62 |
| Fund of Funds-Domestic-Debt | 0.07 | 0.56 | 3.19 | 3.38 | 3.54 | 5.53 | 7.66 | 6.68 | 7.0 | 5.9 |
| Childrens Fund | 0.07 | 2.0 | 5.86 | 3.78 | 1.91 | 5.49 | 10.87 | 9.81 | 10.0 | 12.04 |
| Debt: Corporate Bond | 0.17 | 0.76 | 2.47 | 2.99 | 3.44 | 5.43 | 7.15 | 6.04 | 6.72 | 6.98 |
| Debt: Short Duration | 0.13 | 0.73 | 2.32 | 2.91 | 3.42 | 5.4 | 7.01 | 6.17 | 6.41 | 6.64 |
| Debt: Banking and PSU | 0.14 | 0.74 | 2.38 | 2.92 | 3.38 | 5.37 | 7.0 | 6.02 | 6.79 | 6.99 |
| Debt: Overnight | 0.09 | 0.42 | 1.28 | 2.51 | 3.14 | 5.21 | 6.02 | 5.58 | 5.3 | 5.06 |
| Retirement Fund | 0.12 | 1.81 | 4.89 | 3.16 | 2.2 | 5.14 | 10.41 | 9.12 | 9.84 | 10.52 |
| Hybrid: Equity Savings | 0.04 | 1.04 | 2.79 | 2.31 | 2.17 | 4.99 | 8.38 | 7.52 | 7.66 | 7.87 |
| Debt: Gilt Fund with 10 year constant duration | 0.24 | 0.89 | 3.61 | 3.17 | 3.62 | 4.92 | 7.44 | 5.92 | 7.31 | 7.39 |
| Debt: Dynamic Bond | 0.35 | 0.86 | 2.9 | 3.25 | 3.43 | 4.77 | 6.63 | 5.81 | 6.29 | 6.76 |
| Debt: Medium to Long Duration | 0.3 | 0.87 | 3.12 | 3.3 | 3.45 | 4.66 | 6.5 | 5.71 | 5.77 | 7.5 |
| Hybrid: Aggressive | -0.12 | 1.93 | 4.95 | 2.4 | 1.05 | 4.61 | 11.65 | 10.35 | 11.39 | 12.1 |
| Debt: Long Duration | 0.68 | 1.07 | 4.02 | 3.92 | 3.45 | 4.42 | 6.52 | 5.64 | 6.29 | 6.42 |
| Hybrid: Conservative | 0.04 | 0.93 | 2.73 | 2.13 | 2.09 | 4.24 | 7.72 | 7.43 | 7.09 | 8.43 |
| Debt: Gilt | 0.54 | 0.92 | 3.6 | 3.65 | 3.38 | 4.22 | 6.26 | 5.46 | 6.37 | 6.91 |
| Equity: Thematic-ESG | -0.21 | 2.31 | 6.97 | 2.41 | -0.04 | 4.12 | 11.33 | 9.46 | 11.38 | 11.88 |
| Hybrid: Dynamic Asset Allocation | -0.04 | 1.71 | 4.11 | 1.99 | 0.85 | 4.08 | 9.74 | 8.59 | 9.42 | 8.87 |
| Equity: ELSS | -0.27 | 2.21 | 5.76 | 2.66 | 0.57 | 4.02 | 12.8 | 11.54 | 13.38 | 13.76 |
| Equity: Contra | -0.27 | 1.56 | 5.83 | 0.18 | -1.99 | 2.92 | 14.8 | 14.54 | 15.1 | 12.52 |
| Equity: Thematic-Consumption | 0.01 | 4.41 | 8.93 | 5.78 | 1.48 | 2.69 | 11.5 | 12.53 | 13.41 | 9.73 |
| Equity: Large Cap | -0.43 | 2.18 | 5.31 | -0.54 | -2.19 | 2.37 | 11.15 | 9.81 | 11.6 | 11.92 |
| SIF - Equity Long Short | -0.05 | 2.0 | 6.77 | 8.3 | 6.41 | - | - | - | - | 5.58 |
| SIF - Hybrid Long Short | 0.02 | 2.15 | 5.56 | 5.14 | 5.16 | - | - | - | - | 5.23 |
| Equity: Sectoral-Technology | 0.99 | 6.05 | 14.15 | 6.35 | -5.88 | -0.96 | 8.56 | 6.03 | 15.98 | 8.78 |
| Equity: Sectoral-FMCG | -1.4 | 0.42 | -3.11 | -5.11 | -11.97 | -11.84 | -2.01 | 6.68 | 8.81 | 14.57 |