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Global Mutual Funds - Benchmark

Ftype: Return Count Bench: 1
MF All : List Switch Year: 2022 (Previous) 2023 (Current) 2024 (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: 2023, Bench Type: debt
Median Benchmark Returns:
1y 2.49
3y 5.25
5y 6.55
10y 7.79

Number of object: 151
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 Debt Bond CRISIL Composite Bond Index 2023 2.41 5.84 6.9 7.8 0 0 0 4 4 4 5.74
AAA Benchmark Debt G-Sec CRISIL IBX Gilt Index - April 2028 2023 2.35 0.0 0.0 0.0 0 0 0 1 1 1 2.35
AAA Benchmark Debt G-Sec CRISIL IBX Gilt Index - June 2027 2023 2.23 0.0 0.0 0.0 0 0 0 1 1 1 2.23
AAA Benchmark Debt G-Sec NIFTY 10 yr Benchmark G-Sec Index 2023 0.34 3.28 5.19 0.0 0 0 0 3 3 3 2.94
AAA Benchmark Debt Liquid NIFTY 1D Rate Index 2023 4.79 3.82 4.67 6.0 0 0 0 4 4 4 4.82
AAA Benchmark Debt G-Sec Nifty 5yr Benchmark G-Sec Index 2023 2.36 0.0 0.0 0.0 0 0 0 1 1 1 2.36
AAA Benchmark Debt G-Sec NIFTY 8-13 yr G-Sec Index 2023 1.31 4.66 6.55 0.0 0 0 0 3 3 3 4.17
AAA Benchmark Debt G-Sec Nifty AAA Bond Plus SDL Apr 2026 50:50 Index 2023 2.26 0.0 0.0 0.0 0 0 0 1 1 1 2.26
AAA Benchmark Debt Bond Nifty BHARAT Bond Index - April 2032 2023 3.02 0.0 0.0 0.0 0 0 0 1 1 1 3.02
AAA Benchmark Debt Bond NIFTY Bharat Bond Index Series - Apri 2030 2023 3.46 7.58 0.0 0.0 0 0 0 2 2 2 5.52
AAA Benchmark Debt Bond NIFTY Bharat Bond Index Series - Apri 2031 2023 3.16 0.0 0.0 0.0 0 0 0 1 1 1 3.16
AAA Benchmark Debt Bond NIFTY Bharat Bond Index Series - April 2023 2023 4.79 6.56 0.0 0.0 0 0 0 2 2 2 5.67
AAA Benchmark Debt Bond NIFTY Bharat Bond Index Series - April 2025 2023 2.38 0.0 0.0 0.0 0 0 0 1 1 1 2.38
AAA Benchmark Debt Other NIFTY Composite Debt Index 2023 2.81 0.0 0.0 0.0 0 0 0 1 1 1 2.81
AAA Benchmark Debt G-Sec Nifty CPSE Bond Plus SDL Sep 2024 50:50 Index 2023 2.76 0.0 0.0 0.0 0 0 0 1 1 1 2.76
AAA Benchmark Debt Other NIFTY Medium Duration Debt Index A-III 2023 0.0 6.3 6.83 7.79 0 0 0 4 3 3 6.97
AAA Benchmark Debt G-Sec Nifty PSU Bond Plus SDL Apr 2026 50:50 Index 2023 2.33 0.0 0.0 0.0 0 0 0 1 1 1 2.33
AAA Benchmark Debt G-Sec Nifty PSU Bond Plus SDL Apr 2027 50:50 Index 2023 2.75 0.0 0.0 0.0 0 0 0 1 1 1 2.75
AAA Benchmark Debt G-Sec Nifty PSU Bond Plus SDL Sep 2027 40:60 Index 2023 2.49 0.0 0.0 0.0 0 0 0 1 1 1 2.49
AAA Benchmark Debt G-Sec Nifty SDL Apr 2026 Top 20 Equal Weight Index 2023 2.76 0.0 0.0 0.0 0 0 0 1 1 1 2.76
AAA Benchmark Debt G-Sec Nifty SDL Plus PSU Bond Sep 2026 60:40 Index 2023 2.41 0.0 0.0 0.0 0 0 0 1 1 1 2.41
AAA Benchmark Debt Liquid S&P BSE Liquid Rate Index 2023 4.77 3.82 0.0 0.0 0 0 0 2 2 2 4.29

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