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: 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
NOTE: login as admin to see data upload form.
MF Year: 2023, Bench Type: equity
Median Benchmark Returns:
1y 4.88
3y 17.43
5y 11.57
10y 13.69

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 Equity L-100 NIFTY 100 Equal Weighted Total Return Index 2023 2.65 16.93 9.02 12.62 0 0 0 4 4 4 10.3
AAA Benchmark Equity L-100 Nifty 100 ESG Sector Leaders Total Return Index 2023 2.66 0.0 0.0 0.0 0 0 0 1 1 1 2.66
AAA Benchmark Equity Factor NIFTY 100 Low Volatility 30 Total Return Index 2023 1.99 16.05 12.34 0.0 0 0 0 3 3 3 10.13
AAA Benchmark Equity Factor NIFTY 100 Quality 30 Total Return Index 2023 -1.05 0.0 0.0 0.0 0 0 0 1 1 0 -1.05
AAA Benchmark Equity L-100 NIFTY 100 Total Return Index 2023 5.34 15.28 12.32 13.35 0 0 0 4 4 4 11.57
AAA Benchmark Equity Factor Nifty 200 Momentum 30 Total Return Index 2023 -5.08 0.0 0.0 0.0 0 0 0 1 1 0 -5.08
AAA Benchmark Equity Factor NIFTY 200 Quality 30 Total Return Index 2023 -4.64 14.98 0.0 0.0 0 0 0 2 2 1 10.34
AAA Benchmark Equity U-Benchmark NIFTY 200 Total Return Index 2023 5.38 16.25 12.04 13.46 0 0 0 4 4 4 11.78
AAA Benchmark Equity Ny50-Sx30 NIFTY 50 Equal Weight Total Return Index 2023 8.47 20.1 11.9 0.0 0 0 0 3 3 3 13.49
AAA Benchmark Equity Ny50-Sx30 NIFTY 50 Shariah Total Return Index 2023 -8.82 18.77 11.23 14.09 0 0 0 4 4 3 11.76
AAA Benchmark Equity Ny50-Sx30 NIFTY 50 Total Return Index 2023 6.19 15.34 13.15 13.12 0 0 0 0 4 4 11.95
AAA Benchmark Equity Value NIFTY 50 Value 20 Total Return Index 2023 2.34 21.49 16.98 0.0 0 0 0 3 3 3 13.6
AAA Benchmark Equity F-500 Nifty 500 Multicap 50:25:25 Total Return Index 2023 3.41 20.2 10.94 14.79 0 0 0 4 4 4 12.33
AAA Benchmark Equity F-500 NIFTY 500 Total Return Index 2023 4.72 17.13 11.79 13.7 0 0 0 4 4 4 11.84
AAA Benchmark Equity Value Nifty 500 Value 50 Total Return Index 2023 25.44 27.74 6.37 13.28 0 0 0 4 4 4 18.21
AAA Benchmark Equity Factor Nifty Alpha 50 Total Return Index 2023 -13.45 0.0 0.0 0.0 0 0 0 1 1 0 -13.45
AAA Benchmark Equity Factor Nifty Alpha Low-Volatility 30 Total Return Index 2023 -2.96 0.0 0.0 0.0 0 0 0 1 1 0 -2.96
AAA Benchmark Equity U-Benchmark NIFTY Bank Total Return Index 2023 22.62 10.44 11.71 13.68 0 0 0 4 4 4 14.61
AAA Benchmark Equity U-Benchmark NIFTY CPSE Total Return Index 2023 29.7 17.92 5.23 0.0 0 0 0 3 3 3 17.62
AAA Benchmark Equity Dividend NIFTY Dividend Opportunities 50 Total Return Index 2023 5.45 17.53 10.98 10.95 0 0 0 4 4 4 11.23
AAA Benchmark Equity U-Benchmark NIFTY Financial Services Total Return Index 2023 10.95 0.0 0.0 0.0 0 0 0 1 1 1 10.95
AAA Benchmark Equity U-Benchmark NIFTY FMCG Total Return Index 2023 20.02 0.0 0.0 0.0 0 0 0 1 1 1 20.02
AAA Benchmark Equity U-Benchmark NIFTY Healthcare Total Return Index. 2023 -10.44 0.0 0.0 0.0 0 0 0 1 1 0 -10.44
AAA Benchmark Equity U-Benchmark NIFTY India Consumption Total Return Index 2023 8.43 16.42 9.71 0.0 0 0 0 3 3 3 11.52
AAA Benchmark Equity U-Benchmark NIFTY Infrastructure Total Return Index 2023 8.29 18.8 9.76 8.86 0 0 0 4 4 4 11.43
AAA Benchmark Equity U-Benchmark NIFTY IT Total Return Index 2023 -24.04 0.0 0.0 0.0 0 0 0 1 1 0 -24.04
AAA Benchmark Equity LM-250 NIFTY Large Midcap 250 Total Return Index 2023 5.04 19.77 12.04 15.43 0 0 0 4 4 4 13.07
AAA Benchmark Equity U-Benchmark NIFTY Midcap 100 Total Return Index 2023 5.44 23.44 9.74 15.18 0 0 0 4 4 4 13.45
AAA Benchmark Equity M-150 NIFTY Midcap 150 Total Return Index 2023 4.63 24.18 11.57 17.26 0 0 0 4 4 4 14.41
AAA Benchmark Equity Factor NIFTY Midcap150 Quality 50 Total Return Index 2023 -8.69 0.0 0.0 0.0 0 0 0 1 1 0 -8.69
AAA Benchmark Equity U-Benchmark NIFTY Next 50 Total Return Index 2023 1.1 15.0 7.62 14.23 0 0 0 4 4 4 9.49
AAA Benchmark Equity U-Benchmark NIFTY Pharma Total Return Index 2023 -11.0 0.0 0.0 0.0 0 0 0 1 1 0 -11.0
AAA Benchmark Equity U-Benchmark Nifty Private Bank TRI 2023 22.61 7.43 0.0 0.0 0 0 0 2 2 2 15.02
AAA Benchmark Equity U-Benchmark NIFTY PSU Bank Total Return Index 2023 75.36 20.09 4.26 2.37 0 0 0 4 4 4 25.52
AAA Benchmark Equity S-250 NIFTY Smallcap 250 Total Return Index 2023 -1.89 25.54 6.81 14.58 0 0 0 4 4 3 15.01
AAA Benchmark Equity U-Benchmark NIFTY Smallcap 50 Total Return Index 2023 -16.72 0.0 0.0 0.0 0 0 0 1 1 0 -16.72
AAA Benchmark Equity L-100 S&P BSE 100 Total Return Index 2023 6.51 15.95 12.55 13.32 0 0 0 4 4 4 12.08
AAA Benchmark Equity M-150 S&P BSE 150 MidCap Total Return Index 2023 4.31 24.44 11.65 17.15 0 0 0 4 4 4 14.39
AAA Benchmark Equity U-Benchmark S&P BSE 200 Total Return Index 2023 6.11 16.94 12.62 13.85 0 0 0 3 4 4 12.38
AAA Benchmark Equity LM-250 S&P BSE 250 Large MidCap Total Return Index 2023 5.65 17.0 12.51 13.98 0 0 0 4 4 4 12.29
AAA Benchmark Equity S-250 S&P BSE 250 SmallCap Total Return Index 2023 -0.28 25.67 7.21 12.39 0 0 0 4 4 3 15.0
AAA Benchmark Equity F-500 S&P BSE 500 Total Return Index 2023 5.23 17.5 12.07 13.85 0 0 0 3 4 4 12.16
AAA Benchmark Equity U-Benchmark S&P BSE Bharat 22 Total Return Index 2023 29.47 18.09 9.06 0.0 0 0 0 3 3 3 18.87
AAA Benchmark Equity U-Benchmark S&P BSE Midcap Select Total Return Index 2023 -3.18 14.98 5.51 0.0 0 0 0 3 3 2 8.66
AAA Benchmark Equity U-Benchmark S&P BSE Sensex Next 50 Total Return Index 2023 5.49 17.36 0.0 0.0 0 0 0 2 2 2 11.43
AAA Benchmark Equity Ny50-Sx30 S&P BSE Sensex Total Return Index 2023 6.33 15.01 13.91 13.46 0 0 0 4 4 4 12.18

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