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Global Mutual Funds - Benchmark

Ftype: Return Count Bench: 1
MF All : List Switch Year: 2023 (Previous) 2024 (Current) 2025 (Next)
ETF Market Watch : ETF Premium | Direct vs Regular
Benchmarks (AUM / PCT / Count): All | Equity | ETF-FOF All | Equity | ETF All | Equity | FOF All | Equity |
Benchmarks List: ( All | Hybrid | Equity | Debt | Gold | Global | ) Benchmarks ETF & Fof List: ( All | Hybrid | Equity | Debt | Gold | Global | )
Benchmarks ETF List: ( All | Hybrid | Equity | Debt | Gold | Global | ) Benchmarks FoF List: ( All | Hybrid | Equity | Debt | Gold | Global | )
list : passive: etf : gold etf | nifty 50 etf | nifty next 50 etf | nifty large mid 250 etf | nifty mid 150 etf | nifty small 250 etf | global etf | hybrid etf | non-gold etf |
list : passive: fof : gold fof | nifty 50 fof | nifty next 50 fof | nifty large mid 250 fof | nifty mid 150 fof | nifty small 250 fof | global fof | hybrid fof | non-gold fof |
list : active: Flexi | Large | Mid | Small | Multi | Large & Mid | Quant-Factor | MF Selector Alpha (Active) | MF Selector AUM (Active) |
CapBox : Passive : ETF & FoF : All | Nifty | Next 50 | LargeMid | Mid | Small | Quant-Factor | Gold | Global | REIT |
CapBox : Passive : ETF : All | Nifty | Next 50 | LargeMid | Mid | Small | Quant-Factor | Gold | Global | REIT |
CapBox : Passive : FoF : All | Nifty | Next 50 | LargeMid | Mid | Small | Quant-Factor | Gold | Global | REIT |
CapBox : Active : AUM: all | flex | large | largemid | mid | small | multi | factor |
CapBox : Active : Alpha: all | flex | large | largemid | mid | small | multi | factor |
CapBox : Common: AUM: all | flex | large | largemid | mid | small | multi | factor |
CapBox : Common: Alpha: all | flex | large | largemid | mid | small | multi | factor | Solution: All | Children | Retirement |
TER : Refresh 2025 TER | Load latest TER
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MF Year: 2024, MF class: equity
Median Benchmark Returns:

Number of object: 84
etf_fof: fof total_aum : 2140522
cap_to_aum_dict: {'Large': 69956, 'Mid': 3276, 'Small': 2373, 'Unknown': 5175}
cap_to_aum_pct_dict: {'Large': 3.27, 'Mid': 0.15, 'Small': 0.11, 'Unknown': 0.24}
Scheme Name Asset class Subtype Benchmark Sum of AUM (Cr) % PCT (AUM of Total) Count
AAA Benchmark Equity I-Ny50-Sx30 NIFTY 50 Total Return Index 47365.0 2.21 19
AAA Benchmark Equity I-Next-50 NIFTY Next 50 Total Return Index 9219.0 0.43 14
AAA Benchmark Equity I-Ny50-Sx30 S&P BSE Sensex Total Return Index 8771.0 0.41 6
AAA Benchmark Equity M-150 NIFTY Midcap 150 Total Return Index 3119.0 0.15 6
AAA Benchmark Equity S-250 NIFTY Smallcap 250 Total Return Index 2315.0 0.11 5
AAA Benchmark Equity Quant-Factor Nifty 200 Momentum 30 Total Return Index 4176.0 0.2 4
AAA Benchmark Equity I-Ny50-Sx30 NIFTY 50 Equal Weight Total Return Index 2158.0 0.1 4
AAA Benchmark Equity U-Benchmark NIFTY 200 Total Return Index 2208.0 0.1 3
AAA Benchmark Equity L-100 NIFTY 100 Total Return Index 1396.0 0.07 3
AAA Benchmark Equity U-Benchmark NIFTY Bank Total Return Index 1286.0 0.06 3
AAA Benchmark Equity F-500 NIFTY 500 Total Return Index 873.0 0.04 2
AAA Benchmark Equity Quant-Factor NIFTY Midcap150 Quality 50 Total Return Index 373.0 0.02 2
AAA Benchmark Equity U-Benchmark NIFTY Smallcap 50 Total Return Index 340.0 0.02 2
AAA Benchmark Equity U-Benchmark S&P BSE Bharat 22 Total Return Index 580.0 0.03 1
AAA Benchmark Equity Quant-Factor NIFTY 50 Value 20 Total Return Index 458.0 0.02 1
AAA Benchmark Equity U-Benchmark NIFTY IT Total Return Index 341.0 0.02 1
AAA Benchmark Equity Quant-Factor NIFTY 100 Low Volatility 30 Total Return Index 288.0 0.01 1
AAA Benchmark Equity Quant-Factor S&P BSE Enhanced Value Total Return Index 208.0 0.01 1
AAA Benchmark Equity U-Benchmark NIFTY Midcap 50 Total Return Index 203.0 0.01 1
AAA Benchmark Equity L-100 Nifty 100 ESG Sector Leaders Total Return Index 113.0 0.01 1
AAA Benchmark Equity U-Benchmark S&P BSE 200 Total Return Index 110.0 0.01 1
AAA Benchmark Equity Quant-Factor Nifty Alpha Low-Volatility 30 Total Return Index 104.0 0.0 1
AAA Benchmark Equity L-100 NIFTY 100 Equal Weighted Total Return Index 101.0 0.0 1
AAA Benchmark Equity F-500 S&P BSE 500 Total Return Index 92.0 0.0 1
AAA Benchmark Equity LM-250 NIFTY Large Midcap 250 Total Return Index 83.0 0.0 1
AAA Benchmark Equity U-Benchmark NIFTY Auto Total Return Index 47.0 0.0 1
AAA Benchmark Equity U-Benchmark NIFTY Pharma Total Return Index 29.0 0.0 1
AAA Benchmark Equity U-Benchmark Nifty India Manufacturing Total Return Index 20.0 0.0 1
AAA Benchmark Equity Quant-Factor NIFTY 100 Quality 30 Total Return Index 19.0 0.0 1
AAA Benchmark Equity U-Benchmark S&P BSE Financials ex Bank 30 Total Return Index 11.0 0.0 1
AAA Benchmark Equity Quant-Factor S&P BSE Quality Total Return Index 9.0 0.0 1


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