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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
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MF Year: 2024, Bench Type: all
Median Benchmark Returns:

Number of object: 160
etf_fof: etf-fof
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 2024 7.25 4.34 7.15 8.18 0 0 0 4 6.73
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 10.52
AAA Benchmark Hybrid Aggressive CRISIL Hybrid 35+65 Aggressive Index 2024 17.93 13.94 14.25 13.59 0 0 0 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 13.09
AAA Benchmark Multi-Asset Multi-Asset-3 ( Gold Global Hybrid ) CRISIL Hybrid 50+50 Moderate Index(80.00), S&P Global 1200 TRI(15.00), Domestic Price of Gold(5.00) 2024 16.88 0.0 0.0 0.0 0 0 0 1 16.88
AAA Benchmark Multi-Asset Multi-Asset-2 ( Gold Hybrid ) CRISIL Hybrid 50+50 Moderate Index(90.00), Domestic Price of Gold(10.00) 2024 15.43 0.0 0.0 0.0 0 0 0 1 15.43
AAA Benchmark Debt G-Sec CRISIL IBX 50:50 PSU Plus SDL Index - Oct 2025 2024 7.03 0.0 0.0 0.0 0 0 0 1 7.03
AAA Benchmark Debt G-Sec CRISIL IBX 60:40 SDL + AAA PSU Index - April 2025 2024 7.26 0.0 0.0 0.0 0 0 0 1 7.26
AAA Benchmark Debt G-Sec CRISIL IBX 60:40 SDL + AAA PSU Index - April 2027 2024 7.16 0.0 0.0 0.0 0 0 0 1 7.16
AAA Benchmark Debt G-Sec CRISIL IBX 70:30 CPSE Plus SDL Index - April 2025 2024 7.28 0.0 0.0 0.0 0 0 0 1 7.28
AAA Benchmark Debt G-Sec CRISIL IBX Gilt Index - April 2028 2024 7.98 0.0 0.0 0.0 0 0 0 1 7.98
AAA Benchmark Debt G-Sec CRISIL IBX Gilt Index - June 2027 2024 7.81 0.0 0.0 0.0 0 0 0 1 7.81
AAA Benchmark Debt G-Sec CRISIL IBX SDL Index - May 2027 2024 7.39 0.0 0.0 0.0 0 0 0 1 7.39
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 9.97
AAA Benchmark Gold U-Gold Domestic Price of Gold 2024 14.66 0.0 0.0 0.0 0 0 0 1 14.66
AAA Benchmark Gold U-Gold Domestic Price of Gold Index 2024 14.73 8.16 14.77 8.86 0 0 0 4 11.63
AAA Benchmark Gold U-Gold Domestic Price of Silver 2024 4.25 0.0 0.0 0.0 0 0 0 1 4.25
AAA Benchmark Gold U-Gold Domestic Price of Silver Index 2024 4.81 0.0 0.0 0.0 0 0 0 1 4.81
AAA Benchmark Global Global Hang Seng TECH Total Return Index 2024 -8.98 0.0 0.0 0.0 0 0 0 0 -8.98
AAA Benchmark Global Global Hang Seng Total Return Index 2024 -11.42 -8.54 -1.43 2.94 0 0 0 1 -18.45
AAA Benchmark Global Global MSCI All Country World Total Return Index 2024 22.38 0.0 0.0 0.0 0 0 0 1 22.38
AAA Benchmark Global Global MSCI EAFE Top 100 Select Index 2024 18.4 0.0 0.0 0.0 0 0 0 1 18.4
AAA Benchmark Global Global MSCI Europe Index 2024 18.38 10.15 12.86 0.0 0 0 0 3 13.8
AAA Benchmark Global Global MSCI Golden Dragon Index 2024 -1.48 0.0 0.0 0.0 0 0 0 0 -1.48
AAA Benchmark Global Global MSCI India Domestic & World Healthcare 45 Index 2024 28.71 13.36 0.0 0.0 0 0 0 2 21.04
AAA Benchmark Global Global MSCI World Index 2024 19.01 0.0 0.0 0.0 0 0 0 1 19.01
AAA Benchmark Global Global MSCI World Net Return Index 2024 23.45 11.8 0.0 0.0 0 0 0 2 17.62
AAA Benchmark Global Global Nasdaq 100 Index 2024 50.72 0.0 0.0 0.0 0 0 0 1 50.72
AAA Benchmark Global Global Nasdaq 100 Total Return Index 2024 53.7 0.0 0.0 0.0 0 0 0 1 53.7
AAA Benchmark Global Global NASDAQ Q-50 Total Return Index 2024 12.78 0.0 0.0 0.0 0 0 0 1 12.78
AAA Benchmark Debt G-Sec NIFTY 10 yr Benchmark G-Sec Index 2024 7.95 0.0 0.0 0.0 0 0 0 1 7.95
AAA Benchmark Equity L-100 NIFTY 100 Equal Weighted Total Return Index 2024 30.42 0.0 0.0 0.0 0 0 0 1 30.42
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 16.62
AAA Benchmark Equity Factor NIFTY 100 Low Volatility 30 Total Return Index 2024 31.71 0.0 0.0 0.0 0 0 0 1 31.71
AAA Benchmark Equity Factor NIFTY 100 Quality 30 Total Return Index 2024 32.13 0.0 0.0 0.0 0 0 0 1 32.13
AAA Benchmark Equity L-100 NIFTY 100 Total Return Index 2024 20.44 0.0 0.0 0.0 0 0 0 1 20.44
AAA Benchmark Debt Liquid NIFTY 1D Rate Index 2024 6.76 4.93 4.79 0.0 0 0 0 3 5.49
AAA Benchmark Equity Factor Nifty 200 Momentum 30 Total Return Index 2024 41.46 0.0 0.0 0.0 0 0 0 1 41.46
AAA Benchmark Equity Factor NIFTY 200 Quality 30 Total Return Index 2024 32.21 0.0 0.0 0.0 0 0 0 1 32.21
AAA Benchmark Equity U-Benchmark NIFTY 200 Total Return Index 2024 23.9 18.77 0.0 0.0 0 0 0 2 21.34
AAA Benchmark Equity Ny50-Sx30 NIFTY 50 Equal Weight Total Return Index 2024 30.52 0.0 0.0 0.0 0 0 0 1 30.52
AAA Benchmark Multi-Asset Multi-Asset-3 ( Equity Gold Global Hybrid ) NIFTY 50 Hybrid Composite debt 50:50 Index(90.00), Domestic Price of Gold(5.00), MSCI World(5.00) 2024 14.13 10.47 12.52 11.39 0 0 0 4 12.13
AAA Benchmark Multi-Asset Multi-Asset-2 ( Equity Debt Gold Hybrid ) NIFTY 50 Hybrid Composite Debt 65:35(90.00), Domestic Price of Gold(10.00) 2024 15.7 0.0 0.0 0.0 0 0 0 1 15.7
AAA Benchmark Equity Ny50-Sx30 NIFTY 50 Shariah Total Return Index 2024 18.75 12.48 16.42 14.25 0 0 0 4 15.48
AAA Benchmark Equity Ny50-Sx30 NIFTY 50 Total Return Index 2024 20.32 0.0 0.0 0.0 0 0 0 1 20.32
AAA Benchmark Equity Value NIFTY 50 Value 20 Total Return Index 2024 28.76 0.0 0.0 0.0 0 0 0 1 28.76
AAA Benchmark Equity F-500 NIFTY 500 Total Return Index 2024 26.23 0.0 0.0 0.0 0 0 0 1 26.23
AAA Benchmark Multi-Asset Multi-Asset-5 ( Equity Debt Gold Silver Global ) NIFTY 500 TRI(50.00), CRISIL Low Duration Debt(30.00), MSCI All Country World TRI(10.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) 2024 18.64 0.0 0.0 0.0 0 0 0 1 18.64
AAA Benchmark Multi-Asset Multi-Asset-4 ( Equity Debt Gold Global ) NIFTY 500 TRI(50.00), Nifty 5yr Benchmark G-Sec Index(20.00), S&P 500 TRI(20.00), Domestic Price of Gold(10.00) 2024 21.52 0.0 0.0 0.0 0 0 0 1 21.52
AAA Benchmark Debt G-Sec Nifty 5yr Benchmark G-Sec Index 2024 7.89 0.0 0.0 0.0 0 0 0 1 7.89
AAA Benchmark Multi-Asset Multi-Asset-4 ( Equity Debt Gold Global ) Nifty 5yr Benchmark G-Sec Index(50.00), NIFTY 500 TRI(30.00), Domestic Price of Gold(10.00), S&P 500 TRI(10.00) 2024 15.85 0.0 0.0 0.0 0 0 0 1 15.85
AAA Benchmark Debt G-Sec NIFTY 8-13 yr G-Sec Index 2024 7.96 3.71 6.61 0.0 0 0 0 3 6.09
AAA Benchmark Debt G-Sec Nifty AAA Bond Plus SDL Apr 2026 50:50 Index 2024 7.24 0.0 0.0 0.0 0 0 0 1 7.24
AAA Benchmark Debt G-Sec Nifty AAA CPSE Bond Plus SDL Apr 2027 60:40 Index 2024 6.86 0.0 0.0 0.0 0 0 0 1 6.86
AAA Benchmark Equity Factor Nifty Alpha 50 Total Return Index 2024 43.77 0.0 0.0 0.0 0 0 0 1 43.77
AAA Benchmark Equity Factor Nifty Alpha Low-Volatility 30 Total Return Index 2024 38.99 0.0 0.0 0.0 0 0 0 1 38.99
AAA Benchmark Equity U-Benchmark NIFTY Auto Total Return Index 2024 45.88 0.0 0.0 0.0 0 0 0 1 45.88
AAA Benchmark Equity U-Benchmark NIFTY Bank Total Return Index 2024 11.48 0.0 0.0 0.0 0 0 0 1 11.48
AAA Benchmark Debt Bond Nifty BHARAT Bond Index - April 2032 2024 7.13 0.0 0.0 0.0 0 0 0 1 7.13
AAA Benchmark Debt Bond NIFTY Bharat Bond Index Series - Apri 2030 2024 7.01 5.25 0.0 0.0 0 0 0 2 6.13
AAA Benchmark Debt Bond NIFTY Bharat Bond Index Series - Apri 2031 2024 7.15 5.06 0.0 0.0 0 0 0 2 6.11
AAA Benchmark Debt Bond NIFTY Bharat Bond Index Series - April 2025 2024 7.28 4.62 0.0 0.0 0 0 0 2 5.95
AAA Benchmark Equity U-Benchmark NIFTY Commodities Total Return Index 2024 28.99 0.0 0.0 0.0 0 0 0 1 28.99
AAA Benchmark Debt Other NIFTY Composite Debt Index 2024 7.21 0.0 0.0 0.0 0 0 0 1 7.21
AAA Benchmark Debt G-Sec Nifty CPSE Bond Plus SDL Sep 2024 50:50 Index 2024 7.39 4.72 0.0 0.0 0 0 0 2 6.05
AAA Benchmark Debt G-Sec Nifty CPSE Bond Plus SDL Sep 2026 50:50 Index 2024 7.2 0.0 0.0 0.0 0 0 0 1 7.2
AAA Benchmark Equity U-Benchmark NIFTY CPSE Total Return Index 2024 75.96 49.28 23.26 0.0 0 0 0 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 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 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 31.23
AAA Benchmark Debt G-Sec Nifty G-Sec Jun 2027 Index 2024 7.74 0.0 0.0 0.0 0 0 0 1 7.74
AAA Benchmark Equity U-Benchmark NIFTY Healthcare Total Return Index. 2024 37.44 0.0 0.0 0.0 0 0 0 1 37.44
AAA Benchmark Equity U-Benchmark NIFTY India Consumption Total Return Index 2024 27.25 0.0 0.0 0.0 0 0 0 1 27.25
AAA Benchmark Equity U-Benchmark Nifty India Digital Total Return Index 2024 38.88 0.0 0.0 0.0 0 0 0 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 33.72
AAA Benchmark Equity U-Benchmark NIFTY Infrastructure Total Return Index 2024 38.51 0.0 0.0 0.0 0 0 0 1 38.51
AAA Benchmark Equity U-Benchmark NIFTY IT Total Return Index 2024 24.97 0.0 0.0 0.0 0 0 0 1 24.97
AAA Benchmark Equity LM-250 NIFTY Large Midcap 250 Total Return Index 2024 32.03 0.0 0.0 0.0 0 0 0 1 32.03
AAA Benchmark Equity U-Benchmark NIFTY Midcap 100 Total Return Index 2024 46.92 31.18 22.38 20.53 0 0 0 4 30.25
AAA Benchmark Equity M-150 NIFTY Midcap 150 Total Return Index 2024 44.18 0.0 0.0 0.0 0 0 0 1 44.18
AAA Benchmark Equity U-Benchmark NIFTY Midcap 50 Total Return Index 2024 50.83 0.0 0.0 0.0 0 0 0 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 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 23.71
AAA Benchmark Equity U-Benchmark NIFTY Next 50 Total Return Index 2024 26.89 0.0 0.0 0.0 0 0 0 1 26.89
AAA Benchmark Equity U-Benchmark NIFTY Pharma Total Return Index 2024 38.81 0.0 0.0 0.0 0 0 0 1 38.81
AAA Benchmark Equity U-Benchmark Nifty Private Bank TRI 2024 12.49 0.0 0.0 0.0 0 0 0 1 12.49
AAA Benchmark Equity U-Benchmark NIFTY PSU Bank Total Return Index 2024 32.85 48.49 14.01 9.43 0 0 0 4 26.2
AAA Benchmark Debt G-Sec Nifty PSU Bond Plus SDL Apr 2026 50:50 Index 2024 7.21 0.0 0.0 0.0 0 0 0 1 7.21
AAA Benchmark Debt G-Sec Nifty PSU Bond Plus SDL Apr 2027 50:50 Index 2024 6.83 0.0 0.0 0.0 0 0 0 1 6.83
AAA Benchmark Debt G-Sec Nifty PSU Bond Plus SDL Sep 2027 40:60 Index 2024 7.07 0.0 0.0 0.0 0 0 0 1 7.07
AAA Benchmark Debt G-Sec Nifty SDL Apr 2026 Top 20 Equal Weight Index 2024 7.31 0.0 0.0 0.0 0 0 0 1 7.31
AAA Benchmark Debt G-Sec Nifty SDL Apr 2027 Index 2024 7.31 0.0 0.0 0.0 0 0 0 1 7.31
AAA Benchmark Debt G-Sec Nifty SDL Apr 2027 Top 12 Equal Weight Index 2024 7.34 0.0 0.0 0.0 0 0 0 1 7.34
AAA Benchmark Debt G-Sec Nifty SDL Apr 2032 Top 12 Equal Weight Index 2024 7.19 0.0 0.0 0.0 0 0 0 1 7.19
AAA Benchmark Debt G-Sec Nifty SDL Jun 2027 Index 2024 7.32 0.0 0.0 0.0 0 0 0 1 7.32
AAA Benchmark Debt G-Sec Nifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index 2024 7.22 0.0 0.0 0.0 0 0 0 1 7.22
AAA Benchmark Debt G-Sec Nifty SDL Plus G-Sec Jun 2028 30:70 Index 2024 8.01 0.0 0.0 0.0 0 0 0 1 8.01
AAA Benchmark Debt G-Sec Nifty SDL Plus PSU Bond Sep 2026 60:40 Index 2024 7.28 0.0 0.0 0.0 0 0 0 1 7.28
AAA Benchmark Debt G-Sec Nifty SDL Sep 2027 Index 2024 7.44 0.0 0.0 0.0 0 0 0 1 7.44
AAA Benchmark Equity S-250 NIFTY Smallcap 250 Total Return Index 2024 48.85 0.0 0.0 0.0 0 0 0 1 48.85
AAA Benchmark Equity U-Benchmark NIFTY Smallcap 50 Total Return Index 2024 64.32 0.0 0.0 0.0 0 0 0 1 64.32
AAA Benchmark Global Global NYSE FANG+ Total Return Index 2024 92.02 0.0 0.0 0.0 0 0 0 1 92.02
AAA Benchmark Global Global Russel 1000 Equal Weighted Technology Index 2024 25.73 5.12 0.0 0.0 0 0 0 2 15.43
AAA Benchmark Global Global Russel 1000 Growth Total Return Index 2024 40.75 0.0 0.0 0.0 0 0 0 1 40.75
AAA Benchmark Global Global S&P 500 Top 50 Total Return Index 2024 37.66 0.0 0.0 0.0 0 0 0 1 37.66
AAA Benchmark Global Global S&P 500 Total Return Index 2024 26.43 0.0 0.0 0.0 0 0 0 1 26.43
AAA Benchmark Equity L-100 S&P BSE 100 Total Return Index 2024 22.33 17.99 16.57 0.0 0 0 0 3 18.96
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 19.02
AAA Benchmark Equity F-500 S&P BSE 500 Total Return Index 2024 25.88 0.0 0.0 0.0 0 0 0 1 25.88
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 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 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 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 41.41
AAA Benchmark Debt Liquid S&P BSE Liquid Rate Index 2024 6.78 4.93 4.79 0.0 0 0 0 3 5.5
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 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 34.54
AAA Benchmark Equity U-Benchmark S&P BSE Sensex Next 50 Total Return Index 2024 34.47 22.6 0.0 0.0 0 0 0 2 28.54
AAA Benchmark Equity Ny50-Sx30 S&P BSE Sensex Total Return Index 2024 19.11 0.0 0.0 0.0 0 0 0 1 19.11
AAA Benchmark Multi-Asset Multi-Asset-2 ( Equity Global ) S&P Global 1200 TRI(80.00), S&P BSE Sensex TRI(20.00) 2024 23.11 13.46 0.0 0.0 0 0 0 2 18.29

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