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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: hybrid
Median Benchmark Returns:
1y 4.53
3y 11.61
5y 10.35
10y 10.83

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 Hybrid Hybrid-2 ( Equity Debt ) CRISIL Composite Bond Index(65.00), NIFTY 50 TRI(35.00) 2023 4.05 9.69 9.51 9.99 0 0 0 4 4 4 8.31
AAA Benchmark Hybrid Hybrid-2 ( Equity Debt ) CRISIL Composite Bond Index(90.00), S&P BSE 200 TRI(10.00) 2023 2.89 7.13 7.63 0.0 0 0 0 3 3 3 5.88
AAA Benchmark Hybrid Aggressive CRISIL Hybrid 35+65 Aggressive Index 2023 5.06 13.77 11.17 12.11 0 0 0 4 4 4 10.53
AAA Benchmark Hybrid Moderate CRISIL Hybrid 50+50 Moderate Index 2023 4.53 12.15 10.35 11.24 0 0 0 4 4 4 9.57
AAA Benchmark Hybrid Conservative CRISIL Hybrid 85+15 Conservative Index 2023 3.1 7.87 8.05 8.91 0 0 0 4 4 4 6.98
AAA Benchmark Hybrid Other CRISIL Short Term Debt Hybrid 75+25 Index 2023 4.41 9.29 8.73 9.57 0 0 0 4 4 4 8.0
AAA Benchmark Hybrid Moderate NIFTY 50 Hybrid Composite debt 50:50 Index 2023 4.76 11.61 10.72 10.83 0 0 0 4 4 4 9.48
AAA Benchmark Hybrid Aggressive NIFTY 50 Hybrid Composite Debt 65:35 Index 2023 5.25 12.92 11.58 11.6 0 0 0 4 4 4 10.34
AAA Benchmark Hybrid Hybrid-2 ( Equity Debt ) S&P BSE 200 TRI(80.00), CRISIL Composite Bond Index(20.00) 2023 5.6 15.07 11.77 0.0 0 0 0 3 3 3 10.81

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