Screener/Compare Categories

Category Comparison

Compare all 44 mutual fund categories side by side. Click any column or card to drill into a category.

Metric	ETFs: Commodity	Sectoral: Foreign Equity	ETFs: Global	Mid Cap	FoFs Domestic	Small Cap	Multi Asset Allocation	Multi Cap	Sectoral: Other Sectoral	Large & Mid Cap	ETFs: Equity	Contra Fund	Value Fund	Focused	Flexi Cap	Equity Savings	ELSS	Equity Index Funds	Retirement Fund	Hybrid	Childrens Fund	Large Cap	BAF	Credit Risk Fund	Floater Fund	Gilt Fund with 10 year Constant duration	Low Duration Fund	Debt Index Funds	ETFs: Debt	Medium Duration Fund	Conservative Hybrid Fund	Money Market Fund	Corporate Bond Fund	Short Duration Fund	Liquid Fund	Arbitrage Fund	Dynamic Bond	Medium to Long Duration Fund	Long Duration Fund	Ultra Short Duration Fund	Overnight Fund	Gilt Fund	Sectoral: Banking	Balanced Hybrid Fund
Avg Rating	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock	Lock
Avg 1Y Return	71.1%	68.5%	28.1%	5.4%	23.8%	7.4%	10.4%	3.2%	2.8%	1.7%	4.4%	-1.5%	1.0%	1.5%	0.9%	9.3%	-0.8%	1.1%	1.1%	0.8%	1.6%	-2.1%	0.9%	7.8%	6.3%	4.3%	7.7%	5.3%	4.6%	5.8%	3.6%	6.1%	5.3%	5.3%	6.1%	5.7%	4.1%	4.0%	2.8%	5.7%	5.2%	2.2%	—	3.0%
Avg 3Y Return	38.7%	32.3%	24.5%	19.2%	19.0%	17.9%	17.4%	16.4%	15.7%	15.6%	15.4%	15.2%	14.8%	13.5%	13.3%	13.2%	12.9%	12.8%	11.7%	11.7%	11.1%	10.9%	9.7%	8.3%	7.5%	7.4%	7.3%	7.3%	7.3%	7.3%	7.2%	7.2%	7.2%	7.0%	6.8%	6.7%	6.7%	6.4%	6.4%	6.4%	6.0%	5.8%	—	—
Avg 5Y Return	23.4%	9.4%	16.0%	16.4%	13.6%	16.9%	14.4%	14.7%	13.9%	14.0%	16.0%	15.1%	13.5%	12.5%	12.1%	—	12.1%	11.7%	10.4%	10.8%	10.8%	10.4%	8.8%	9.5%	6.6%	6.1%	6.4%	5.9%	6.2%	6.5%	7.6%	6.3%	6.1%	6.3%	3.9%	5.8%	6.1%	5.7%	5.9%	5.6%	15.8%	5.2%	—	—
Avg Sharpe	2.03	2.59	1.33	0.20	0.33	0.58	0.33	-0.13	-0.12	-0.26	0.27	-0.54	-0.34	-0.29	-0.24	0.10	-0.48	-0.27	-0.62	-0.51	-0.40	-0.61	-0.55	0.52	-0.05	-0.61	-0.53	-0.48	-8.33	-0.33	-0.64	-0.15	-0.80	-0.96	-8.73	-0.57	-1.03	-1.06	-0.76	-1.47	-26.99	-1.07	2.67	-0.43
Avg Std Dev	39.0%	20.0%	21.0%	15.6%	21.0%	16.2%	10.5%	14.4%	15.1%	14.4%	18.0%	13.5%	13.5%	14.4%	14.0%	3.9%	13.9%	15.8%	9.7%	10.6%	11.0%	13.4%	8.4%	1.8%	1.2%	3.3%	1.6%	1.2%	1.8%	1.6%	2.8%	0.5%	1.2%	1.0%	0.2%	1.0%	2.2%	2.2%	4.6%	0.4%	0.1%	4.0%	16.5%	7.3%
Total AUM (Cr)	96,639.94	2,117.96	21,211.63	4,88,330.84	1,35,218.39	4,04,399.43	59,974.41	2,32,990.61	3,37,818.67	3,40,731.35	58,358.2	71,941.92	56,268.28	1,74,377.58	5,61,558.45	1,342.42	2,37,220.86	19,647.9	23,147.46	2,51,253.09	26,056.78	3,97,850.59	3,22,451.37	10,634.55	51,222.39	4,089.11	92,958.55	58,359.22	71,080.95	21,766.83	21,464.49	29,193.84	1,23,022.98	1,04,793.27	4,77,641.43	1,32,801.19	31,107.68	8,756.1	9,443.63	12,555.28	53,728.86	10,232.72	575.35	1,016.71
Fund Count	5	3	6	33	74	36	15	32	134	34	53	3	15	28	44	3	39	26	14	29	12	34	37	10	9	4	18	52	27	11	4	5	14	18	36	19	19	12	6	4	12	8	1	2

Drill into a category

ETFs: Commodity

Funds

5

Avg 3Y Return

38.7%

Sharpe

2.03

Std Dev

39.0%

Sectoral: Foreign Equity

Funds

3

Avg 3Y Return

32.3%

Sharpe

2.59

Std Dev

20.0%

ETFs: Global

Funds

6

Avg 3Y Return

24.5%

Sharpe

1.33

Std Dev

21.0%

Mid Cap

Funds

33

Avg 3Y Return

19.2%

Sharpe

0.20

Std Dev

15.6%

FoFs Domestic

Funds

74

Avg 3Y Return

19.0%

Sharpe

0.33

Std Dev

21.0%

Small Cap

Funds

36

Avg 3Y Return

17.9%

Sharpe

0.58

Std Dev

16.2%

Multi Asset Allocation

Funds

15

Avg 3Y Return

17.4%

Sharpe

0.33

Std Dev

10.5%

Multi Cap

Funds

32

Avg 3Y Return

16.4%

Sharpe

-0.13

Std Dev

14.4%

Sectoral: Other Sectoral

Funds

134

Avg 3Y Return

15.7%

Sharpe

-0.12

Std Dev

15.1%

Large & Mid Cap

Funds

34

Avg 3Y Return

15.6%

Sharpe

-0.26

Std Dev

14.4%

ETFs: Equity

Funds

53

Avg 3Y Return

15.4%

Sharpe

0.27

Std Dev

18.0%

Contra Fund

Funds

3

Avg 3Y Return

15.2%

Sharpe

-0.54

Std Dev

13.5%

Value Fund

Funds

15

Avg 3Y Return

14.8%

Sharpe

-0.34

Std Dev

13.5%

Focused

Funds

28

Avg 3Y Return

13.5%

Sharpe

-0.29

Std Dev

14.4%

Flexi Cap

Funds

44

Avg 3Y Return

13.3%

Sharpe

-0.24

Std Dev

14.0%

Equity Savings

Funds

3

Avg 3Y Return

13.2%

Sharpe

0.10

Std Dev

3.9%

ELSS

Funds

39

Avg 3Y Return

12.9%

Sharpe

-0.48

Std Dev

13.9%

Equity Index Funds

Funds

26

Avg 3Y Return

12.8%

Sharpe

-0.27

Std Dev

15.8%

Retirement Fund

Funds

14

Avg 3Y Return

11.7%

Sharpe

-0.62

Std Dev

9.7%

Hybrid

Funds

29

Avg 3Y Return

11.7%

Sharpe

-0.51

Std Dev

10.6%

Childrens Fund

Funds

12

Avg 3Y Return

11.1%

Sharpe

-0.40

Std Dev

11.0%

Large Cap

Funds

34

Avg 3Y Return

10.9%

Sharpe

-0.61

Std Dev

13.4%

BAF

Funds

37

Avg 3Y Return

9.7%

Sharpe

-0.55

Std Dev

8.4%

Credit Risk Fund

Funds

10

Avg 3Y Return

8.3%

Sharpe

0.52

Std Dev

1.8%

Floater Fund

Funds

9

Avg 3Y Return

7.5%

Sharpe

-0.05

Std Dev

1.2%

Gilt Fund with 10 year Constant duration

Funds

4

Avg 3Y Return

7.4%

Sharpe

-0.61

Std Dev

3.3%

Low Duration Fund

Funds

18

Avg 3Y Return

7.3%

Sharpe

-0.53

Std Dev

1.6%

Debt Index Funds

Funds

52

Avg 3Y Return

7.3%

Sharpe

-0.48

Std Dev

1.2%

ETFs: Debt

Funds

27

Avg 3Y Return

7.3%

Sharpe

-8.33

Std Dev

1.8%

Medium Duration Fund

Funds

11

Avg 3Y Return

7.3%

Sharpe

-0.33

Std Dev

1.6%

Conservative Hybrid Fund

Funds

4

Avg 3Y Return

7.2%

Sharpe

-0.64

Std Dev

2.8%

Money Market Fund

Funds

5

Avg 3Y Return

7.2%

Sharpe

-0.15

Std Dev

0.5%

Corporate Bond Fund

Funds

14

Avg 3Y Return

7.2%

Sharpe

-0.80

Std Dev

1.2%

Short Duration Fund

Funds

18

Avg 3Y Return

7.0%

Sharpe

-0.96

Std Dev

1.0%

Liquid Fund

Funds

36

Avg 3Y Return

6.8%

Sharpe

-8.73

Std Dev

0.2%

Arbitrage Fund

Funds

19

Avg 3Y Return

6.7%

Sharpe

-0.57

Std Dev

1.0%

Dynamic Bond

Funds

19

Avg 3Y Return

6.7%

Sharpe

-1.03

Std Dev

2.2%

Medium to Long Duration Fund

Funds

12

Avg 3Y Return

6.4%

Sharpe

-1.06

Std Dev

2.2%

Long Duration Fund

Funds

6

Avg 3Y Return

6.4%

Sharpe

-0.76

Std Dev

4.6%

Ultra Short Duration Fund

Funds

4

Avg 3Y Return

6.4%

Sharpe

-1.47

Std Dev

0.4%

Overnight Fund

Funds

12

Avg 3Y Return

6.0%

Sharpe

-26.99

Std Dev

0.1%

Gilt Fund

Funds

8

Avg 3Y Return

5.8%

Sharpe

-1.07

Std Dev

4.0%

Sectoral: Banking

Funds

1

Avg 3Y Return

—

Sharpe

2.67

Std Dev

16.5%

Balanced Hybrid Fund

Funds

2

Avg 3Y Return

—

Sharpe

-0.43

Std Dev

7.3%