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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
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MF Year: 2022, Bench Type: hybrid
Median Benchmark Returns:
1y 3.63
3y 12.38
5y 10.21
10y 11.06

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 Hybrid Hybrid-3 ( Equity Debt ) CRISIL Composite Bond Index(45.00), S&P BSE Sensex TRI(45.00), NIFTY 500 TRI(10.00) 2022 3.61 13.82 11.37 11.97 0 0 0 4 4 4 10.19
AAA Benchmark Hybrid Hybrid-2 ( Equity Debt ) CRISIL Composite Bond Index(65.00), NIFTY 50 TRI(35.00) 2022 3.12 11.11 9.44 10.49 0 0 0 4 4 4 8.54
AAA Benchmark Hybrid Hybrid-3 ( Equity Debt ) CRISIL Composite Bond Index(65.00), S&P BSE Sensex TRI(25.00), NIFTY 500 TRI(10.00) 2022 3.24 11.26 9.66 10.65 0 0 0 4 4 4 8.7
AAA Benchmark Hybrid Hybrid-2 ( Equity Debt ) CRISIL Composite Bond Index(80.00), S&P BSE Sensex TRI(20.00) 2022 2.69 9.0 8.44 9.52 0 0 0 4 4 4 7.41
AAA Benchmark Hybrid Hybrid-2 ( Equity Debt ) CRISIL Composite Bond Index(90.00), S&P BSE 200 TRI(10.00) 2022 2.64 7.81 7.38 0.0 0 0 0 3 3 3 5.94
AAA Benchmark Hybrid Aggressive CRISIL Hybrid 35+65 Aggressive Index 2022 4.85 16.55 11.83 13.1 0 0 0 4 4 4 11.58
AAA Benchmark Hybrid Moderate CRISIL Hybrid 50+50 Moderate Index 2022 4.28 14.33 10.76 12.04 0 0 0 4 4 4 10.35
AAA Benchmark Hybrid Conservative CRISIL Hybrid 85+15 Conservative Index 2022 2.81 8.72 7.88 9.3 0 0 0 4 4 4 7.18
AAA Benchmark Hybrid Hybrid-2 ( Equity Liquid ) CRISIL Liquid Fund Index(80.00), S&P BSE Sensex TRI(20.00) 2022 4.38 7.54 7.66 8.59 0 0 0 4 4 4 7.04
AAA Benchmark Hybrid Other CRISIL Short Term Debt Hybrid 75+25 Index 2022 3.91 10.49 8.93 10.01 0 0 0 4 4 4 8.33
AAA Benchmark Hybrid Moderate NIFTY 50 Hybrid Composite debt 50:50 Index 2022 3.46 13.49 10.84 11.47 0 0 0 4 4 4 9.81
AAA Benchmark Hybrid Aggressive NIFTY 50 Hybrid Composite Debt 65:35 Index 2022 3.66 15.31 11.85 12.36 0 0 0 4 4 4 10.79
AAA Benchmark Hybrid Hybrid-2 ( Equity Debt ) S&P BSE 200 TRI(80.00), CRISIL Composite Bond Index(20.00) 2022 5.48 18.44 12.7 0.0 0 0 0 3 3 3 12.21
AAA Benchmark Hybrid Hybrid-3 ( Equity Debt ) S&P BSE Sensex TRI(65.00), CRISIL Composite Bond Index(20.00), NIFTY 500 TRI(15.00) 2022 3.98 16.89 13.24 13.49 0 0 0 4 4 4 11.9

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