Screener/Compare Categories

Category Comparison

Compare all 42 mutual fund categories side by side. Click any column or card to drill into a category.

Metric	ETFs: Commodity	Sectoral: Foreign Equity	ETFs: Global	FoFs Domestic	Mid Cap	Multi Asset Allocation	Small Cap	Multi Cap	Sectoral: Other Sectoral	Contra Fund	Large & Mid Cap	Value Fund	Equity Index Funds	Flexi Cap	Focused	ELSS	Hybrid	Retirement Fund	Childrens Fund	Large Cap	BAF	Equity Savings	Credit Risk Fund	Conservative Hybrid Fund	Floater Fund	Low Duration Fund	Debt Index Funds	Corporate Bond Fund	Money Market Fund	Medium Duration Fund	ETFs: Debt	Short Duration Fund	Liquid Fund	Arbitrage Fund	Gilt Fund with 10 year Constant duration	Ultra Short Duration Fund	Dynamic Bond	Overnight Fund	Medium to Long Duration Fund	Gilt Fund	Long Duration Fund	ETFs: Equity
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
Avg 1Y Return	71.1%	71.8%	32.9%	23.6%	3.7%	12.9%	3.1%	1.7%	0.8%	-1.9%	0.5%	-0.7%	0.5%	-0.9%	-0.5%	-2.1%	-0.3%	-0.2%	-0.1%	-2.9%	-0.2%	3.7%	7.2%	2.2%	5.8%	7.3%	4.7%	4.7%	5.8%	5.1%	3.8%	4.7%	6.1%	5.6%	3.0%	5.7%	2.6%	5.3%	2.7%	1.1%	0.0%	-3.5%
Avg 3Y Return	35.2%	31.9%	25.5%	19.0%	18.5%	17.3%	17.0%	15.9%	15.5%	15.4%	15.1%	14.8%	14.3%	12.8%	12.7%	12.7%	11.4%	11.4%	10.9%	10.8%	9.5%	8.8%	8.0%	7.3%	7.3%	7.1%	7.0%	6.9%	6.9%	6.9%	6.8%	6.8%	6.7%	6.7%	6.7%	6.6%	6.1%	6.1%	5.8%	5.4%	5.2%	0.9%
Avg 5Y Return	-9.2%	9.6%	2.7%	13.4%	15.9%	14.2%	16.4%	14.0%	13.3%	14.7%	13.4%	12.9%	11.1%	11.5%	11.7%	11.5%	10.4%	9.9%	10.5%	9.7%	8.4%	7.5%	9.3%	7.3%	6.4%	6.3%	5.9%	5.8%	6.1%	6.2%	5.9%	6.1%	3.8%	5.8%	5.7%	5.9%	5.6%	7.9%	5.2%	5.0%	5.0%	-0.4%
Avg Sharpe	2.19	2.72	1.62	0.17	-0.10	0.78	-0.14	-0.26	-0.32	-0.56	-0.35	-0.48	-0.32	-0.47	-0.43	-0.58	-0.62	-0.79	-0.62	-0.65	-0.76	-0.73	0.03	-1.13	-0.55	-1.18	-1.35	-1.33	-1.15	-0.89	-2.93	-1.55	-9.03	-0.77	-1.02	-1.61	-1.63	-26.67	-1.68	-1.43	-1.41	-0.44
Avg Std Dev	41.1%	19.5%	20.5%	17.4%	15.5%	9.6%	15.9%	14.4%	14.7%	13.5%	14.4%	13.4%	15.5%	13.9%	14.3%	13.9%	10.6%	9.7%	10.4%	13.3%	8.5%	4.1%	1.7%	3.4%	1.2%	1.6%	1.4%	1.2%	0.4%	1.5%	2.3%	1.0%	0.2%	0.9%	3.3%	0.4%	2.3%	0.1%	2.2%	3.7%	4.5%	17.6%
Total AUM (Cr)	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Fund Count	19	3	6	34	28	5	23	21	79	3	27	14	76	36	26	38	29	14	10	30	30	13	10	17	9	18	39	14	19	11	14	18	31	16	4	19	21	31	11	13	5	116

Drill into a category

ETFs: Commodity

Funds

19

3Y Avg

35.2%

Sharpe

2.19

Std Dev

41.1%

Sectoral: Foreign Equity

Funds

3

3Y Avg

31.9%

Sharpe

2.72

Std Dev

19.5%

ETFs: Global

Funds

6

3Y Avg

25.5%

Sharpe

1.62

Std Dev

20.5%

FoFs Domestic

Funds

34

3Y Avg

19.0%

Sharpe

0.17

Std Dev

17.4%

Mid Cap

Funds

28

3Y Avg

18.5%

Sharpe

-0.10

Std Dev

15.5%

Multi Asset Allocation

Funds

5

3Y Avg

17.3%

Sharpe

0.78

Std Dev

9.6%

Small Cap

Funds

23

3Y Avg

17.0%

Sharpe

-0.14

Std Dev

15.9%

Multi Cap

Funds

21

3Y Avg

15.9%

Sharpe

-0.26

Std Dev

14.4%

Sectoral: Other Sectoral

Funds

79

3Y Avg

15.5%

Sharpe

-0.32

Std Dev

14.7%

Contra Fund

Funds

3

3Y Avg

15.4%

Sharpe

-0.56

Std Dev

13.5%

Large & Mid Cap

Funds

27

3Y Avg

15.1%

Sharpe

-0.35

Std Dev

14.4%

Value Fund

Funds

14

3Y Avg

14.8%

Sharpe

-0.48

Std Dev

13.4%

Equity Index Funds

Funds

76

3Y Avg

14.3%

Sharpe

-0.32

Std Dev

15.5%

Flexi Cap

Funds

36

3Y Avg

12.8%

Sharpe

-0.47

Std Dev

13.9%

Focused

Funds

26

3Y Avg

12.7%

Sharpe

-0.43

Std Dev

14.3%

ELSS

Funds

38

3Y Avg

12.7%

Sharpe

-0.58

Std Dev

13.9%

Hybrid

Funds

29

3Y Avg

11.4%

Sharpe

-0.62

Std Dev

10.6%

Retirement Fund

Funds

14

3Y Avg

11.4%

Sharpe

-0.79

Std Dev

9.7%

Childrens Fund

Funds

10

3Y Avg

10.9%

Sharpe

-0.62

Std Dev

10.4%

Large Cap

Funds

30

3Y Avg

10.8%

Sharpe

-0.65

Std Dev

13.3%

BAF

Funds

30

3Y Avg

9.5%

Sharpe

-0.76

Std Dev

8.5%

Equity Savings

Funds

13

3Y Avg

8.8%

Sharpe

-0.73

Std Dev

4.1%

Credit Risk Fund

Funds

10

3Y Avg

8.0%

Sharpe

0.03

Std Dev

1.7%

Conservative Hybrid Fund

Funds

17

3Y Avg

7.3%

Sharpe

-1.13

Std Dev

3.4%

Floater Fund

Funds

9

3Y Avg

7.3%

Sharpe

-0.55

Std Dev

1.2%

Low Duration Fund

Funds

18

3Y Avg

7.1%

Sharpe

-1.18

Std Dev

1.6%

Debt Index Funds

Funds

39

3Y Avg

7.0%

Sharpe

-1.35

Std Dev

1.4%

Corporate Bond Fund

Funds

14

3Y Avg

6.9%

Sharpe

-1.33

Std Dev

1.2%

Money Market Fund

Funds

19

3Y Avg

6.9%

Sharpe

-1.15

Std Dev

0.4%

Medium Duration Fund

Funds

11

3Y Avg

6.9%

Sharpe

-0.89

Std Dev

1.5%

ETFs: Debt

Funds

14

3Y Avg

6.8%

Sharpe

-2.93

Std Dev

2.3%

Short Duration Fund

Funds

18

3Y Avg

6.8%

Sharpe

-1.55

Std Dev

1.0%

Liquid Fund

Funds

31

3Y Avg

6.7%

Sharpe

-9.03

Std Dev

0.2%

Arbitrage Fund

Funds

16

3Y Avg

6.7%

Sharpe

-0.77

Std Dev

0.9%

Gilt Fund with 10 year Constant duration

Funds

4

3Y Avg

6.7%

Sharpe

-1.02

Std Dev

3.3%

Ultra Short Duration Fund

Funds

19

3Y Avg

6.6%

Sharpe

-1.61

Std Dev

0.4%

Dynamic Bond

Funds

21

3Y Avg

6.1%

Sharpe

-1.63

Std Dev

2.3%

Overnight Fund

Funds

31

3Y Avg

6.1%

Sharpe

-26.67

Std Dev

0.1%

Medium to Long Duration Fund

Funds

11

3Y Avg

5.8%

Sharpe

-1.68

Std Dev

2.2%

Gilt Fund

Funds

13

3Y Avg

5.4%

Sharpe

-1.43

Std Dev

3.7%

Long Duration Fund

Funds

5

3Y Avg

5.2%

Sharpe

-1.41

Std Dev

4.5%

ETFs: Equity

Funds

116

3Y Avg

0.9%

Sharpe

-0.44

Std Dev

17.6%