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	Mid Cap	FoFs Domestic	Small Cap	Multi Asset Allocation	Multi Cap	Sectoral: Other Sectoral	Large & Mid Cap	Contra Fund	Value Fund	Equity Index Funds	Focused	Flexi Cap	ELSS	Retirement Fund	Hybrid	Childrens Fund	Large Cap	BAF	Equity Savings	Credit Risk Fund	Conservative Hybrid Fund	Floater Fund	Gilt Fund with 10 year Constant duration	Debt Index Funds	ETFs: Debt	Low Duration Fund	Medium Duration Fund	Corporate Bond Fund	Money Market Fund	Short Duration Fund	Liquid Fund	Arbitrage Fund	Ultra Short Duration Fund	Dynamic Bond	Medium to Long Duration Fund	Long Duration Fund	Gilt Fund	Overnight 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	63.0%	68.5%	28.1%	5.2%	22.0%	6.1%	13.4%	3.7%	2.4%	2.2%	-1.5%	0.5%	1.1%	1.3%	0.8%	-0.9%	1.1%	0.8%	1.3%	-1.8%	0.8%	4.0%	7.8%	2.9%	6.3%	4.3%	5.2%	4.6%	7.6%	5.8%	5.3%	6.1%	5.3%	6.1%	5.8%	5.9%	3.9%	3.9%	2.6%	2.9%	5.2%	-3.2%
Avg 3Y Return	35.1%	32.3%	24.5%	19.2%	19.0%	17.9%	17.4%	16.4%	15.7%	15.6%	15.2%	14.8%	14.3%	13.5%	13.3%	12.9%	11.7%	11.7%	11.1%	10.9%	9.7%	8.8%	8.3%	7.6%	7.5%	7.4%	7.3%	7.3%	7.3%	7.3%	7.2%	7.0%	7.0%	6.8%	6.7%	6.7%	6.6%	6.4%	6.4%	6.2%	6.1%	0.7%
Avg 5Y Return	-9.2%	9.4%	16.0%	16.4%	13.6%	16.9%	14.4%	14.7%	13.9%	14.0%	15.1%	13.5%	11.8%	12.5%	12.1%	12.1%	10.4%	10.8%	10.8%	10.4%	8.8%	7.7%	9.5%	7.6%	6.6%	6.1%	5.9%	6.2%	6.4%	6.5%	6.1%	6.2%	6.3%	3.9%	5.9%	6.0%	5.9%	5.7%	5.9%	5.5%	7.9%	0.0%
Avg Sharpe	1.95	2.59	1.33	0.01	0.32	0.06	0.83	-0.11	-0.19	-0.22	-0.54	-0.38	-0.28	-0.30	-0.35	-0.48	-0.62	-0.51	-0.44	-0.57	-0.63	-0.62	0.52	-0.89	-0.05	-0.61	-0.96	-2.64	-0.56	-0.33	-0.80	-0.20	-0.96	-8.72	-0.53	-0.73	-1.06	-1.07	-0.80	-0.92	-27.77	-0.42
Avg Std Dev	41.6%	20.0%	21.0%	15.5%	17.6%	15.9%	9.8%	14.5%	14.8%	14.4%	13.5%	13.4%	15.6%	14.3%	14.0%	13.9%	9.7%	10.6%	10.5%	13.3%	8.5%	4.1%	1.8%	3.4%	1.2%	3.3%	1.4%	2.3%	1.6%	1.6%	1.2%	0.5%	1.0%	0.2%	0.9%	0.4%	2.3%	2.2%	4.6%	3.7%	0.1%	17.7%
Total AUM (Cr)	2,33,671.42	2,117.96	21,211.63	4,85,444.77	1,15,628.52	3,84,069.79	49,177.45	2,09,317.04	2,54,125.08	3,33,236.75	71,941.92	55,436.87	1,38,624.49	1,70,899.3	5,45,213.79	2,37,137.53	23,147.46	2,51,253.09	25,854.45	3,92,414.4	3,15,604.77	31,759.5	10,634.55	44,063.27	51,222.39	4,089.11	50,836.28	69,188	99,270.51	21,766.83	1,23,022.98	2,44,242.08	1,04,793.27	4,76,422.03	2,48,670.22	95,348.13	31,282.55	8,710.06	9,388.63	23,719.54	1,05,641.05	7,25,469.52
Fund Count	19	3	6	28	34	23	5	21	79	27	3	14	76	26	36	38	14	29	10	30	30	13	10	17	9	4	39	14	18	11	14	19	18	31	16	19	21	11	5	13	31	116

Drill into a category

ETFs: Commodity

Funds

19

Avg 3Y Return

35.1%

Sharpe

1.95

Std Dev

41.6%

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

28

Avg 3Y Return

19.2%

Sharpe

0.01

Std Dev

15.5%

FoFs Domestic

Funds

34

Avg 3Y Return

19.0%

Sharpe

0.32

Std Dev

17.6%

Small Cap

Funds

23

Avg 3Y Return

17.9%

Sharpe

0.06

Std Dev

15.9%

Multi Asset Allocation

Funds

5

Avg 3Y Return

17.4%

Sharpe

0.83

Std Dev

9.8%

Multi Cap

Funds

21

Avg 3Y Return

16.4%

Sharpe

-0.11

Std Dev

14.5%

Sectoral: Other Sectoral

Funds

79

Avg 3Y Return

15.7%

Sharpe

-0.19

Std Dev

14.8%

Large & Mid Cap

Funds

27

Avg 3Y Return

15.6%

Sharpe

-0.22

Std Dev

14.4%

Contra Fund

Funds

3

Avg 3Y Return

15.2%

Sharpe

-0.54

Std Dev

13.5%

Value Fund

Funds

14

Avg 3Y Return

14.8%

Sharpe

-0.38

Std Dev

13.4%

Equity Index Funds

Funds

76

Avg 3Y Return

14.3%

Sharpe

-0.28

Std Dev

15.6%

Focused

Funds

26

Avg 3Y Return

13.5%

Sharpe

-0.30

Std Dev

14.3%

Flexi Cap

Funds

36

Avg 3Y Return

13.3%

Sharpe

-0.35

Std Dev

14.0%

ELSS

Funds

38

Avg 3Y Return

12.9%

Sharpe

-0.48

Std Dev

13.9%

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

10

Avg 3Y Return

11.1%

Sharpe

-0.44

Std Dev

10.5%

Large Cap

Funds

30

Avg 3Y Return

10.9%

Sharpe

-0.57

Std Dev

13.3%

BAF

Funds

30

Avg 3Y Return

9.7%

Sharpe

-0.63

Std Dev

8.5%

Equity Savings

Funds

13

Avg 3Y Return

8.8%

Sharpe

-0.62

Std Dev

4.1%

Credit Risk Fund

Funds

10

Avg 3Y Return

8.3%

Sharpe

0.52

Std Dev

1.8%

Conservative Hybrid Fund

Funds

17

Avg 3Y Return

7.6%

Sharpe

-0.89

Std Dev

3.4%

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%

Debt Index Funds

Funds

39

Avg 3Y Return

7.3%

Sharpe

-0.96

Std Dev

1.4%

ETFs: Debt

Funds

14

Avg 3Y Return

7.3%

Sharpe

-2.64

Std Dev

2.3%

Low Duration Fund

Funds

18

Avg 3Y Return

7.3%

Sharpe

-0.56

Std Dev

1.6%

Medium Duration Fund

Funds

11

Avg 3Y Return

7.3%

Sharpe

-0.33

Std Dev

1.6%

Corporate Bond Fund

Funds

14

Avg 3Y Return

7.2%

Sharpe

-0.80

Std Dev

1.2%

Money Market Fund

Funds

19

Avg 3Y Return

7.0%

Sharpe

-0.20

Std Dev

0.5%

Short Duration Fund

Funds

18

Avg 3Y Return

7.0%

Sharpe

-0.96

Std Dev

1.0%

Liquid Fund

Funds

31

Avg 3Y Return

6.8%

Sharpe

-8.72

Std Dev

0.2%

Arbitrage Fund

Funds

16

Avg 3Y Return

6.7%

Sharpe

-0.53

Std Dev

0.9%

Ultra Short Duration Fund

Funds

19

Avg 3Y Return

6.7%

Sharpe

-0.73

Std Dev

0.4%

Dynamic Bond

Funds

21

Avg 3Y Return

6.6%

Sharpe

-1.06

Std Dev

2.3%

Medium to Long Duration Fund

Funds

11

Avg 3Y Return

6.4%

Sharpe

-1.07

Std Dev

2.2%

Long Duration Fund

Funds

5

Avg 3Y Return

6.4%

Sharpe

-0.80

Std Dev

4.6%

Gilt Fund

Funds

13

Avg 3Y Return

6.2%

Sharpe

-0.92

Std Dev

3.7%

Overnight Fund

Funds

31

Avg 3Y Return

6.1%

Sharpe

-27.77

Std Dev

0.1%

ETFs: Equity

Funds

116

Avg 3Y Return

0.7%

Sharpe

-0.42

Std Dev

17.7%