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Global Mutual Funds - Common - CapBox

Ftype: all Return Count Bench:
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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Number of object: 487
capbox common, fstyle: common, year: 2024, fcat: aum, ftype : all,
mf_captype_count : 5, score_grade: 3,
Flex Index Large LargeMid Mid Small Multi Value Dividend Quant-Factor Global Gold REIT
Parag Parikh Flexi Cap Fund - AUM 52206 {Alpha 7%} (Return 27%) [Grade 4] SBI Nifty 50 ETF - AUM 174208 (Return 18%) [Grade 3] ICICI Prudential Bluechip Fund - AUM 47926 {Alpha 4%} (Return 21%) [Grade 4] Mirae Asset Large & Midcap Fund - AUM 32497 {Alpha 2%} (Return 25%) [Grade 3] HDFC Mid-Cap Opportunities Fund - AUM 56198 {Alpha 1%} (Return 31%) [Grade 4] Nippon India Small Cap Fund - AUM 43819 {Alpha 7%} (Return 38%) [Grade 4] Nippon India Multi Cap Fund - AUM 24571 {Alpha 4%} (Return 28%) [Grade 4] ICICI Prudential Value Discovery Fund - AUM 37570 {Alpha 6%} (Return 26%) [Grade 4] UTI Dividend Yield Fund - AUM 3518 {Alpha 3%} (Return 23%) [Grade 4] ICICI Prudential Nifty 100 Low Volatility 30 ETF - AUM 2427 {Alpha 0%} (Return 22%) [Grade 3] Motilal Oswal NASDAQ 100 ETF - AUM 6904 {Alpha -1%} (Return 28%) [Grade 3] Nippon India ETF Gold BeES - AUM 8683 {Alpha -1%} (Return 11%) [Grade 4] -
HDFC Flexi Cap Fund - AUM 46021 {Alpha 5%} (Return 25%) [Grade 4] SBI S&P BSE Sensex ETF - AUM 107019 (Return 17%) [Grade 4] SBI Bluechip Fund - AUM 43426 {Alpha 1%} (Return 19%) [Grade 4] SBI Large & Midcap Fund - AUM 18959 {Alpha -1%} (Return 23%) [Grade 3] Nippon India Growth Fund - AUM 23482 {Alpha 3%} (Return 33%) [Grade 4] HDFC Small Cap Fund - AUM 26927 {Alpha 3%} (Return 33%) [Grade 4] ICICI Prudential Multicap Fund - AUM 10341 {Alpha 1%} (Return 25%) [Grade 4] HSBC Value Fund - AUM 10764 {Alpha 8%} (Return 28%) [Grade 4] ICICI Prudential Dividend Yield Equity Fund - AUM 3207 {Alpha 10%} (Return 32%) [Grade 3] - Nippon India ETF Hang Seng BeES - AUM 257 (Return -5%) [Grade 4] ICICI Prudential Gold ETF - AUM 4622 {Alpha 0%} (Return 11%) [Grade 4] -
Aditya Birla Sun Life Flexi Cap Fund - AUM 19344 {Alpha 0%} (Return 21%) [Grade 3] UTI Nifty 50 ETF - AUM 48071 (Return 18%) [Grade 3] Mirae Asset Large Cap Fund - AUM 37989 {Alpha 1%} (Return 18%) [Grade 3] Kotak Equity Opportunities Fund - AUM 17823 {Alpha 0%} (Return 24%) [Grade 3] Edelweiss Mid Cap Fund - AUM 4634 {Alpha 0%} (Return 30%) [Grade 3] Kotak Small Cap Fund - AUM 14150 {Alpha -1%} (Return 31%) [Grade 3] Invesco India Multicap Fund - AUM 3041 {Alpha 0%} (Return 24%) [Grade 4] UTI Value Fund - AUM 8468 {Alpha 1%} (Return 21%) [Grade 4] Aditya Birla Sun Life Dividend Yield Fund - AUM 1206 {Alpha 7%} (Return 27%) [Grade 4] - Aditya Birla Sun Life Global Excellence Equity FoF - AUM 169 {Alpha 5%} (Return 14%) [Grade 4] HDFC Gold ETF - AUM 4135 {Alpha 0%} (Return 11%) [Grade 4] -
Franklin India Flexi Cap Fund - AUM 13791 {Alpha 4%} (Return 24%) [Grade 4] UTI S&P BSE Sensex ETF - AUM 36516 (Return 17%) [Grade 3] HDFC Top 100 Fund - AUM 30289 {Alpha 5%} (Return 22%) [Grade 4] HDFC Large and Mid Cap Fund - AUM 15072 {Alpha 3%} (Return 27%) [Grade 3] Mahindra Manulife Mid Cap Fund - AUM 1918 {Alpha 3%} (Return 36%) [Grade 3] DSP Small Cap Fund - AUM 13614 {Alpha 2%} (Return 32%) [Grade 3] Mahindra Manulife Multi Cap Fund - AUM 2687 {Alpha 5%} (Return 31%) [Grade 3] Bandhan Sterling Value Fund - AUM 7770 {Alpha 7%} (Return 27%) [Grade 4] Sundaram Dividend Yield Fund - AUM 728 {Alpha 4%} (Return 24%) [Grade 4] - DSP World Mining Fund - AUM 163 {Alpha 10%} (Return 10%) [Grade 3] SBI Gold ETF - AUM 3608 {Alpha 0%} (Return 11%) [Grade 4] -
DSP Flexi Cap Fund - AUM 10126 {Alpha 3%} (Return 23%) [Grade 4] Nippon India ETF Nifty 50 BeES - AUM 19368 (Return 17%) [Grade 4] Aditya Birla Sun Life Frontline Equity Fund - AUM 25904 {Alpha 2%} (Return 19%) [Grade 4] DSP Equity Opportunities Fund - AUM 10436 {Alpha 1%} (Return 24%) [Grade 4] Motilal Oswal Nifty Midcap 100 ETF - AUM 370 {Alpha 0%} (Return 30%) [Grade 4] Quant Small Cap Fund - AUM 12954 {Alpha 6%} (Return 38%) [Grade 4] Sundaram Multi Cap Fund - AUM 2349 {Alpha 0%} (Return 24%) [Grade 3] Nippon India Value Fund - AUM 6786 {Alpha 9%} (Return 29%) [Grade 4] - - Sundaram Global Brand Fund - AUM 118 {Alpha 2%} (Return 17%) [Grade 3] Kotak Gold ETF - AUM 3305 {Alpha 0%} (Return 11%) [Grade 4] -
Data Generated on 2025-03-04 14:49:13
By GotoLong Partner AnonymousUser for Investor Anonymous


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