User has not logged in yet. | Login |
Set Product Mode |
NOTE: Accounts of non-premium partners/users including data is regularly cleaned-up.
Home
SiteMap Quick Links Sitemap
About Us Contact Us
Profile Login Sign-Up

Global Mutual Funds - Benchmark

Ftype: Return Count Bench: 1
MF All : List Switch Year: 2021 (Previous) 2022 (Current) 2023 (Next)
ETF Market Watch : ETF Premium | Direct vs Regular
Benchmarks Count: All | ETF-FOF All | ETF All | FOF All |
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 | Factor | MF Selector Alpha (Active) | MF Selector AUM (Active) |
CapBox : Passive : ETF & FoF : All | Nifty | Next 50 | LargeMid | Mid | Small | Factor | Gold | Global | REIT |
CapBox : Passive : ETF : All | Nifty | Next 50 | LargeMid | Mid | Small | Factor | Gold | Global | REIT |
CapBox : Passive : FoF : All | Nifty | Next 50 | LargeMid | Mid | Small | 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
NOTE: login as admin to see data upload form.
MF Year: 2022, Bench Type: equity
Median Benchmark Returns:
1y 5.49
3y 21.11
5y 13.36
10y 15.06

Number of object: 157
etf_fof: all
Scheme Name Asset class Subtype Benchmark Year 1y 3y 5y 10y AUM (Cr) TER Reg (%) TER Direct (%) Reg count Bench count Alpha grade Alpha pct Count
AAA Benchmark Equity L-100 NIFTY 100 Equal Weighted Total Return Index 2022 4.65 21.81 11.08 14.7 0 0 0 4 4 4 13.06
AAA Benchmark Equity L-100 Nifty 100 ESG Sector Leaders Total Return Index 2022 0.41 0.0 0.0 0.0 0 0 0 1 1 1 0.41
AAA Benchmark Equity Factor NIFTY 100 Low Volatility 30 Total Return Index 2022 1.2 18.3 13.62 0.0 0 0 0 3 3 3 11.04
AAA Benchmark Equity L-100 NIFTY 100 Total Return Index 2022 4.49 19.19 13.38 14.72 0 0 0 4 4 4 12.95
AAA Benchmark Equity Factor Nifty 200 Momentum 30 Total Return Index 2022 0.79 0.0 0.0 0.0 0 0 0 1 1 1 0.79
AAA Benchmark Equity Factor NIFTY 200 Quality 30 Total Return Index 2022 0.27 18.77 0.0 0.0 0 0 0 2 2 2 9.52
AAA Benchmark Equity U-Benchmark NIFTY 200 Total Return Index 2022 5.28 20.22 13.38 14.93 0 0 0 4 4 4 13.45
AAA Benchmark Equity Ny50-Sx30 NIFTY 50 Equal Weight Total Return Index 2022 8.17 23.39 0.0 0.0 0 0 0 2 2 2 15.78
AAA Benchmark Equity Ny50-Sx30 NIFTY 50 Shariah Total Return Index 2022 -7.19 19.24 12.43 14.47 0 0 0 4 4 3 12.98
AAA Benchmark Equity Ny50-Sx30 NIFTY 50 Total Return Index 2022 4.08 18.86 13.82 14.16 0 0 0 0 4 4 12.73
AAA Benchmark Equity Value NIFTY 50 Value 20 Total Return Index 2022 3.58 22.33 18.54 0.0 0 0 0 3 3 3 14.82
AAA Benchmark Equity F-500 Nifty 500 Multicap 50:25:25 Total Return Index 2022 6.56 24.47 13.13 16.52 0 0 0 4 4 4 15.17
AAA Benchmark Equity F-500 NIFTY 500 Total Return Index 2022 5.6 21.23 13.36 15.2 0 0 0 4 4 4 13.85
AAA Benchmark Equity Value Nifty 500 Value 50 Total Return Index 2022 17.62 25.42 5.19 14.03 0 0 0 4 4 4 15.57
AAA Benchmark Equity Factor Nifty Alpha Low-Volatility 30 Total Return Index 2022 -2.95 0.0 0.0 0.0 0 0 0 1 1 0 -2.95
AAA Benchmark Equity U-Benchmark NIFTY Bank Total Return Index 2022 11.07 14.12 11.08 15.56 0 0 0 4 4 4 12.96
AAA Benchmark Equity U-Benchmark NIFTY CPSE Total Return Index 2022 40.78 16.83 6.39 0.0 0 0 0 3 3 3 21.33
AAA Benchmark Equity Dividend NIFTY Dividend Opportunities 50 Total Return Index 2022 4.22 17.23 11.59 12.34 0 0 0 4 4 4 11.34
AAA Benchmark Equity U-Benchmark NIFTY Financial Services Total Return Index 2022 2.14 0.0 0.0 0.0 0 0 0 1 1 1 2.14
AAA Benchmark Equity U-Benchmark NIFTY FMCG Total Return Index 2022 10.41 0.0 0.0 0.0 0 0 0 1 1 1 10.41
AAA Benchmark Equity U-Benchmark NIFTY Healthcare Total Return Index. 2022 -11.18 0.0 0.0 0.0 0 0 0 1 1 0 -11.18
AAA Benchmark Equity U-Benchmark NIFTY India Consumption Total Return Index 2022 13.58 21.0 13.4 0.0 0 0 0 3 3 3 15.99
AAA Benchmark Equity U-Benchmark NIFTY Infrastructure Total Return Index 2022 9.18 21.22 11.44 10.34 0 0 0 4 4 4 13.04
AAA Benchmark Equity U-Benchmark NIFTY IT Total Return Index 2022 -15.71 0.0 0.0 0.0 0 0 0 1 1 0 -15.71
AAA Benchmark Equity LM-250 NIFTY Large Midcap 250 Total Return Index 2022 7.85 24.3 14.28 17.34 0 0 0 4 4 4 15.94
AAA Benchmark Equity U-Benchmark NIFTY Midcap 100 Total Return Index 2022 10.48 27.79 12.62 17.32 0 0 0 4 4 4 17.05
AAA Benchmark Equity M-150 NIFTY Midcap 150 Total Return Index 2022 11.17 29.36 14.97 19.77 0 0 0 4 4 4 18.82
AAA Benchmark Equity U-Benchmark NIFTY Next 50 Total Return Index 2022 4.47 20.18 10.37 17.24 0 0 0 4 4 4 13.06
AAA Benchmark Equity U-Benchmark NIFTY Pharma Total Return Index 2022 -10.76 0.0 0.0 0.0 0 0 0 1 1 0 -10.76
AAA Benchmark Equity U-Benchmark Nifty Private Bank TRI 2022 9.94 10.97 0.0 0.0 0 0 0 2 2 2 10.46
AAA Benchmark Equity U-Benchmark NIFTY PSU Bank Total Return Index 2022 36.52 9.96 -0.01 2.16 0 0 0 4 4 3 16.21
AAA Benchmark Equity S-250 NIFTY Smallcap 250 Total Return Index 2022 5.49 29.58 9.97 16.49 0 0 0 4 4 4 15.38
AAA Benchmark Equity U-Benchmark NIFTY Smallcap 50 Total Return Index 2022 -13.95 0.0 0.0 0.0 0 0 0 1 1 0 -13.95
AAA Benchmark Equity L-100 S&P BSE 100 Total Return Index 2022 5.29 19.65 13.55 14.66 0 0 0 4 4 4 13.29
AAA Benchmark Equity M-150 S&P BSE 150 MidCap Total Return Index 2022 8.64 30.02 14.7 19.0 0 0 0 4 4 4 18.09
AAA Benchmark Equity U-Benchmark S&P BSE 200 Total Return Index 2022 6.02 21.03 13.94 15.3 0 0 0 3 4 4 14.07
AAA Benchmark Equity LM-250 S&P BSE 250 Large MidCap Total Return Index 2022 5.87 21.18 13.92 15.45 0 0 0 4 4 4 14.11
AAA Benchmark Equity S-250 S&P BSE 250 SmallCap Total Return Index 2022 6.21 28.99 10.3 14.03 0 0 0 4 4 4 14.88
AAA Benchmark Equity F-500 S&P BSE 500 Total Return Index 2022 5.9 21.64 13.62 15.33 0 0 0 3 4 4 14.12
AAA Benchmark Equity U-Benchmark S&P BSE Bharat 22 Total Return Index 2022 29.09 17.13 0.0 0.0 0 0 0 2 2 2 23.11
AAA Benchmark Equity U-Benchmark S&P BSE Midcap Select Total Return Index 2022 3.32 22.3 9.42 0.0 0 0 0 3 3 3 11.68
AAA Benchmark Equity U-Benchmark S&P BSE Sensex Next 50 Total Return Index 2022 10.66 21.87 0.0 0.0 0 0 0 2 2 2 16.27
AAA Benchmark Equity Ny50-Sx30 S&P BSE Sensex Total Return Index 2022 3.85 18.53 14.86 14.4 0 0 0 4 4 4 12.91

GotoLong Platform is a Playground for Long Term Investment Partners.
GotoLong Community Edition Version 2025 Release January (Alpha 1).