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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 32.13
3y 21.77
5y 17.33
10y 15.11

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 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 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 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 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 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 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 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 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 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 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

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