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Global Mutual Funds - Benchmark

Ftype: Return Count Bench: 1
MF All : List Switch Year: 2023 (Previous) 2024 (Current) 2025 (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: 2024, Bench Type: equity
Median Benchmark Returns:
1y 32.44
3y 20.29
5y 17.33
10y 16.06

Number of object: 237
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 F-500 BSE 500 Total Return Index 2024 25.88 20.16 17.78 0.0 0 0 0 3 3 3 21.27
AAA Benchmark Equity L-100 NIFTY 100 Equal Weighted Total Return Index 2024 30.42 21.22 17.14 15.52 0 0 0 4 4 4 21.07
AAA Benchmark Equity L-100 Nifty 100 ESG Sector Leaders Total Return Index 2024 18.59 14.65 0.0 0.0 0 0 0 2 2 2 16.62
AAA Benchmark Equity Factor NIFTY 100 Low Volatility 30 Total Return Index 2024 31.71 18.42 17.15 0.0 0 0 0 3 3 3 22.43
AAA Benchmark Equity Factor NIFTY 100 Quality 30 Total Return Index 2024 32.13 0.0 0.0 0.0 0 0 0 1 1 1 32.13
AAA Benchmark Equity L-100 NIFTY 100 Total Return Index 2024 20.44 16.93 15.96 14.93 0 0 0 4 4 4 17.07
AAA Benchmark Equity Factor Nifty 200 Momentum 30 Total Return Index 2024 41.46 0.0 0.0 0.0 0 0 0 1 1 1 41.46
AAA Benchmark Equity Factor NIFTY 200 Quality 30 Total Return Index 2024 32.21 16.51 16.51 0.0 0 0 0 3 3 3 21.74
AAA Benchmark Equity U-Benchmark NIFTY 200 Total Return Index 2024 23.9 18.77 16.86 15.59 0 0 0 4 4 4 18.78
AAA Benchmark Equity Ny50-Sx30 NIFTY 50 Equal Weight Total Return Index 2024 30.52 23.93 19.25 0.0 0 0 0 3 3 3 24.57
AAA Benchmark Equity Ny50-Sx30 NIFTY 50 Shariah Total Return Index 2024 18.75 12.48 16.42 14.25 0 0 0 4 4 4 15.48
AAA Benchmark Equity Ny50-Sx30 NIFTY 50 Total Return Index 2024 20.32 16.97 16.31 14.66 0 0 0 0 4 4 17.06
AAA Benchmark Equity Value NIFTY 50 Value 20 Total Return Index 2024 28.76 21.54 20.53 0.0 0 0 0 3 3 3 23.61
AAA Benchmark Equity F-500 Nifty 500 Multicap 50:25:25 Total Return Index 2024 33.97 24.42 19.52 18.06 0 0 0 4 4 4 23.99
AAA Benchmark Equity F-500 NIFTY 500 Total Return Index 2024 26.23 20.06 17.62 16.17 0 0 0 4 4 4 20.02
AAA Benchmark Equity Factor Nifty Alpha 50 Total Return Index 2024 43.77 0.0 0.0 0.0 0 0 0 1 1 1 43.77
AAA Benchmark Equity Factor Nifty Alpha Low-Volatility 30 Total Return Index 2024 38.99 20.63 0.0 0.0 0 0 0 2 2 2 29.81
AAA Benchmark Equity U-Benchmark NIFTY Auto Total Return Index 2024 45.88 0.0 0.0 0.0 0 0 0 1 1 1 45.88
AAA Benchmark Equity U-Benchmark NIFTY Bank Total Return Index 2024 11.48 15.98 12.48 16.34 0 0 0 4 4 4 14.07
AAA Benchmark Equity U-Benchmark NIFTY Commodities Total Return Index 2024 28.99 0.0 0.0 0.0 0 0 0 1 1 1 28.99
AAA Benchmark Equity U-Benchmark NIFTY CPSE Total Return Index 2024 75.96 49.28 23.26 0.0 0 0 0 3 3 3 49.5
AAA Benchmark Equity Dividend NIFTY Dividend Opportunities 50 Total Return Index 2024 43.51 26.21 18.98 0.0 0 0 0 3 3 3 29.57
AAA Benchmark Equity U-Benchmark NIFTY Financial Services Total Return Index 2024 13.0 0.0 0.0 0.0 0 0 0 1 1 1 13.0
AAA Benchmark Equity U-Benchmark NIFTY FMCG Total Return Index 2024 31.23 0.0 0.0 0.0 0 0 0 1 1 1 31.23
AAA Benchmark Equity U-Benchmark NIFTY Healthcare Total Return Index. 2024 37.44 0.0 0.0 0.0 0 0 0 1 1 1 37.44
AAA Benchmark Equity U-Benchmark NIFTY India Consumption Total Return Index 2024 27.25 18.34 15.51 0.0 0 0 0 3 3 3 20.37
AAA Benchmark Equity U-Benchmark Nifty India Digital Total Return Index 2024 38.88 0.0 0.0 0.0 0 0 0 1 1 1 38.88
AAA Benchmark Equity U-Benchmark Nifty India Manufacturing Total Return Index 2024 33.72 0.0 0.0 0.0 0 0 0 1 1 1 33.72
AAA Benchmark Equity U-Benchmark NIFTY Infrastructure Total Return Index 2024 38.51 27.09 20.05 13.26 0 0 0 4 4 4 24.73
AAA Benchmark Equity U-Benchmark NIFTY IT Total Return Index 2024 24.97 15.11 0.0 0.0 0 0 0 2 2 2 20.04
AAA Benchmark Equity LM-250 NIFTY Large Midcap 250 Total Return Index 2024 32.88 23.67 19.49 18.47 0 0 0 4 4 4 23.63
AAA Benchmark Equity U-Benchmark NIFTY Midcap 100 Total Return Index 2024 46.92 31.18 22.38 20.53 0 0 0 4 4 4 30.25
AAA Benchmark Equity M-150 NIFTY Midcap 150 Total Return Index 2024 45.13 30.33 23.09 21.94 0 0 0 4 4 4 30.12
AAA Benchmark Equity U-Benchmark NIFTY Midcap 50 Total Return Index 2024 50.83 0.0 0.0 0.0 0 0 0 1 1 1 50.83
AAA Benchmark Equity Factor NIFTY Midcap150 Quality 50 Total Return Index 2024 28.65 0.0 0.0 0.0 0 0 0 1 1 1 28.65
AAA Benchmark Equity U-Benchmark NIFTY MNC Total Return Index 2024 23.71 0.0 0.0 0.0 0 0 0 1 1 1 23.71
AAA Benchmark Equity U-Benchmark NIFTY Next 50 Total Return Index 2024 26.89 18.53 14.85 16.71 0 0 0 4 4 4 19.25
AAA Benchmark Equity U-Benchmark NIFTY Pharma Total Return Index 2024 38.81 0.0 0.0 0.0 0 0 0 1 1 1 38.81
AAA Benchmark Equity U-Benchmark Nifty Private Bank TRI 2024 12.49 13.24 0.0 0.0 0 0 0 2 2 2 12.87
AAA Benchmark Equity U-Benchmark NIFTY PSU Bank Total Return Index 2024 32.85 48.49 14.01 9.43 0 0 0 4 4 4 26.2
AAA Benchmark Equity S-250 NIFTY Smallcap 250 Total Return Index 2024 49.7 33.12 22.75 20.12 0 0 0 4 4 4 31.42
AAA Benchmark Equity U-Benchmark NIFTY Smallcap 50 Total Return Index 2024 64.32 0.0 0.0 0.0 0 0 0 1 1 1 64.32
AAA Benchmark Equity L-100 S&P BSE 100 Total Return Index 2024 23.2 18.14 16.39 15.01 0 0 0 4 4 4 18.19
AAA Benchmark Equity M-150 S&P BSE 150 MidCap Total Return Index 2024 42.8 29.61 22.9 21.75 0 0 0 4 4 4 29.27
AAA Benchmark Equity U-Benchmark S&P BSE 200 Total Return Index 2024 23.75 19.06 17.33 15.96 0 0 0 4 4 4 19.02
AAA Benchmark Equity LM-250 S&P BSE 250 Large MidCap Total Return Index 2024 24.97 19.41 17.24 15.98 0 0 0 4 4 4 19.4
AAA Benchmark Equity S-250 S&P BSE 250 SmallCap Total Return Index 2024 47.92 32.24 22.18 18.51 0 0 0 4 4 4 30.21
AAA Benchmark Equity F-500 S&P BSE 500 Total Return Index 2024 26.65 20.29 17.59 16.14 0 0 0 4 4 4 20.17
AAA Benchmark Equity U-Benchmark S&P BSE Bharat 22 Total Return Index 2024 59.33 42.06 20.99 0.0 0 0 0 3 3 3 40.79
AAA Benchmark Equity Value S&P BSE Enhanced Value Total Return Index 2024 60.26 0.0 0.0 0.0 0 0 0 1 1 1 60.26
AAA Benchmark Equity U-Benchmark S&P BSE Financials ex Bank 30 Total Return Index 2024 32.66 0.0 0.0 0.0 0 0 0 1 1 1 32.66
AAA Benchmark Equity U-Benchmark S&P BSE Healthcare Total Return Index 2024 41.41 0.0 0.0 0.0 0 0 0 1 1 1 41.41
AAA Benchmark Equity U-Benchmark S&P BSE Midcap Select Total Return Index 2024 39.07 20.93 16.11 0.0 0 0 0 3 3 3 25.37
AAA Benchmark Equity Factor S&P BSE Quality Total Return Index 2024 34.54 0.0 0.0 0.0 0 0 0 1 1 1 34.54
AAA Benchmark Equity U-Benchmark S&P BSE Sensex Next 50 Total Return Index 2024 34.47 22.6 16.65 0.0 0 0 0 3 3 3 24.57
AAA Benchmark Equity Ny50-Sx30 S&P BSE Sensex Total Return Index 2024 19.11 15.9 16.27 14.61 0 0 0 4 4 4 16.47

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