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Global Mutual Funds - Benchmark

Ftype: Return Count Bench: 1
MF All : List Switch Year: 2024 (Previous) 2025 (Current) 2026 (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
NOTE: login as admin to see data upload form.
MF Year: 2025, Bench Type: hybrid
Median Benchmark Returns:
1y 9.97
3y 9.63
5y 11.75
10y 10.37

Number of object: 259
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 ) BSE 200 TRI(80.00), CRISIL Composite Bond Index(20.00) 2025 13.98 13.23 16.1 12.77 0 0 0 4 4 4 14.02
AAA Benchmark Hybrid Hybrid-2 ( Equity Debt ) CRISIL Composite Bond Index(65.00), NIFTY 50 TRI(35.00) 2025 9.76 8.51 10.21 9.65 0 0 0 4 4 4 9.53
AAA Benchmark Hybrid Hybrid-2 ( Equity Debt ) CRISIL Composite Bond Index(90.00), BSE 200 TRI(10.00) 2025 9.7 7.11 8.01 8.39 0 0 0 4 4 4 8.3
AAA Benchmark Hybrid Aggressive CRISIL Hybrid 25+75 Aggressive Index 2025 13.41 12.69 15.65 12.54 0 0 0 4 4 4 13.57
AAA Benchmark Hybrid Aggressive CRISIL Hybrid 35+65 Aggressive Index 2025 13.02 11.94 14.61 12.0 0 0 0 4 4 4 12.89
AAA Benchmark Hybrid Moderate CRISIL Hybrid 50+50 Moderate Index 2025 12.13 10.65 12.93 11.11 0 0 0 4 4 4 11.71
AAA Benchmark Hybrid Conservative CRISIL Hybrid 85+15 Conservative Index 2025 9.97 7.55 8.69 8.78 0 0 0 4 4 4 8.75
AAA Benchmark Hybrid Other CRISIL Short Term Debt Hybrid 60+40 Index 2025 10.88 9.82 11.7 10.31 0 0 0 4 4 4 10.68
AAA Benchmark Hybrid Other CRISIL Short Term Debt Hybrid 75+25 Index 2025 9.79 8.5 9.87 9.27 0 0 0 4 4 4 9.36
AAA Benchmark Hybrid Conservative NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index 2025 9.08 7.23 8.51 8.53 0 0 0 4 4 4 8.34
AAA Benchmark Hybrid Moderate NIFTY 50 Hybrid Composite debt 50:50 Index 2025 9.78 9.44 11.8 10.42 0 0 0 4 4 4 10.36
AAA Benchmark Hybrid Aggressive NIFTY 50 Hybrid Composite Debt 65:35 Index 2025 10.03 10.33 13.06 11.12 0 0 0 4 4 4 11.13
AAA Benchmark Hybrid Hybrid-2 ( Equity Debt ) NIFTY Composite Debt Index(60.00), NIFTY 50 Arbitrage TRI(40.00) 2025 8.24 0.0 0.0 0.0 0 0 0 1 1 1 8.24

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