Altcase Hero Of Unlisted Shares 728x90

Mutual Fund Category Returns

Submit
Data as on - 20-08-2025
Category 3 Yrs
Avg Rtn (%) Max Rtn (%) Min Rtn (%) Median Rtn (%)
Equity: Contra 20.73 21.31 20.05 20.83
Equity: Dividend Yield 18.97 23.56 15.96 19.19
Equity: ELSS 16.71 24.37 10.71 16.37
Equity: Flexi Cap 16.29 23.1 1.93 15.93
Equity: Focused 15.92 24.01 9.02 15.89
Equity: Large and Mid Cap 18.47 26.84 12.72 17.41
Equity: Large Cap 14.55 19.81 11.1 14.32
Equity: Mid Cap 21.4 28.67 14.5 20.68
Equity: Multi Cap 19.59 24.04 13.23 19.69
Equity: Sectoral-Banking and Financial Services 16.63 21.06 11.56 16.62
Equity: Sectoral-FMCG 8.85 8.85 8.85 8.85
Equity: Sectoral-Infrastructure 24.6 29.5 18.36 25.16
Equity: Sectoral-Pharma and Healthcare 23.91 28.16 20.28 23.53
Equity: Sectoral-Technology 14.13 19.2 11.42 12.59
Equity: Small Cap 21.27 29.9 15.11 20.84
Equity: Thematic-Active-Momentum - - - -
Equity: Thematic-Business-Cycle 18.7 22.08 13.51 19.99
Equity: Thematic-Consumption 16.77 18.65 13.58 16.84
Equity: Thematic-Energy 18.61 19.19 18.03 18.61
Equity: Thematic-ESG 13.97 19.03 11.81 13.28
Equity: Thematic-Innovation 17.83 21.49 14.17 17.83
Equity: Thematic-International 12.61 14.73 8.48 13.42
Equity: Thematic-Manufacturing 21.54 25.03 17.92 21.59
Equity: Thematic-MNC 11.48 13.78 7.62 12.27
Equity: Thematic-Multi-Sector - - - -
Equity: Thematic-Others 18.4 29.64 10.86 18.16
Equity: Thematic-PSU 30.45 31.68 28.74 30.92
Equity: Thematic-Quantitative 17.46 23.04 9.92 18.68
Equity: Thematic-Special-Opportunities 17.44 17.44 17.44 17.44
Equity: Thematic-Transportation 22.18 22.18 22.18 22.18
Equity: Value 19.48 24.53 14.09 18.66

Advisorkhoj develops innovative mutual fund research tools and Calculators that may help you in your investments. Mutual Fund Distributors who wish to display MF Research and calculators on their website may write to sales@advisorkhoj.com for APIs.

comments powered by Disqus
Feedback
Notification