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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 (AUM / PCT / Count): All | Equity | ETF-FOF All | Equity | ETF All | Equity | FOF All | Equity |
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 | Quant-Factor | MF Selector Alpha (Active) | MF Selector AUM (Active) |
CapBox : Passive : ETF & FoF : All | Nifty | Next 50 | LargeMid | Mid | Small | Quant-Factor | Gold | Global | REIT |
CapBox : Passive : ETF : All | Nifty | Next 50 | LargeMid | Mid | Small | Quant-Factor | Gold | Global | REIT |
CapBox : Passive : FoF : All | Nifty | Next 50 | LargeMid | Mid | Small | Quant-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: 2024, Bench Type: hybrid
Median Benchmark Returns:
1y 13.84
3y 10.71
5y 11.67
10y 11.65

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 Hybrid Hybrid-2 ( Equity Debt ) CRISIL Composite Bond Index(60.00), NIFTY 500 TRI(40.00) 2024 14.6 10.64 11.67 11.65 0 0 0 4 4 4 12.14
AAA Benchmark Hybrid Hybrid-2 ( Equity Debt ) CRISIL Composite Bond Index(65.00), NIFTY 50 TRI(35.00) 2024 11.77 8.86 10.72 10.74 0 0 0 4 4 4 10.52
AAA Benchmark Hybrid Hybrid-2 ( Equity Debt ) CRISIL Composite Bond Index(90.00), S&P BSE 200 TRI(10.00) 2024 8.84 5.83 8.29 0.0 0 0 0 3 3 3 7.65
AAA Benchmark Hybrid Aggressive CRISIL Hybrid 25+75 Aggressive Index 2024 19.59 15.42 15.19 14.31 0 0 0 4 4 4 16.13
AAA Benchmark Hybrid Aggressive CRISIL Hybrid 35+65 Aggressive Index 2024 17.93 13.94 14.25 13.59 0 0 0 4 4 4 14.93
AAA Benchmark Hybrid Moderate CRISIL Hybrid 50+50 Moderate Index 2024 15.44 11.73 12.75 12.45 0 0 0 4 4 4 13.09
AAA Benchmark Hybrid Conservative CRISIL Hybrid 85+15 Conservative Index 2024 9.69 6.56 8.92 9.53 0 0 0 4 4 4 8.68
AAA Benchmark Hybrid Other CRISIL Short Term Debt Hybrid 60+40 Index 2024 13.84 10.71 11.6 11.32 0 0 0 4 4 4 11.87
AAA Benchmark Hybrid Other CRISIL Short Term Debt Hybrid 75+25 Index 2024 11.38 8.59 9.93 9.99 0 0 0 4 4 4 9.97
AAA Benchmark Hybrid Conservative NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index 2024 9.18 6.53 9.0 9.27 0 0 0 4 4 4 8.5
AAA Benchmark Hybrid Moderate NIFTY 50 Hybrid Composite debt 50:50 Index 2024 13.76 10.88 12.39 11.76 0 0 0 4 4 4 12.2
AAA Benchmark Hybrid Aggressive NIFTY 50 Hybrid Composite Debt 65:35 Index 2024 15.73 12.73 13.69 12.72 0 0 0 4 4 4 13.72
AAA Benchmark Hybrid Hybrid-2 ( Equity Debt ) S&P BSE 200 TRI(80.00), CRISIL Composite Bond Index(20.00) 2024 20.35 16.15 15.53 0.0 0 0 0 3 3 3 17.34

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