Mutual Fund Returns - 1-25 years #Dhandhekibaat
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Disclosure : This is a private sheet being shared to help readers get a sense of returns across various Mutual Funds over the years compared to the relevant Index returns.
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THIS IS NOT A DEFINITE LIST, nor is it it exhaustive, nor is it error proof. DO NOT make investments going by this sheet. CONSULT ONLY your financial advisor. Use this sheet as reference ONLY.
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Returns of the past DO NOT predict returns of the future
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The light and dark green markings in the sheet DO NOT suggest you buy these funds. They are marked by me (Alok Kejriwal) personally for my own track keeping etc
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Questions, doubts, ideas, suggestions, suggestions to include missing funds? Mail alok@rodinhood.com
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Point To Point Returns as on 28-Jan-2020
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Scheme/Index NameBenchmark IndexAvg %1 Years Annualized2 Years Annualized3 Years Annualized4 Years Annualized5 Years Annualized6 Years Annualized7 Years Annualized8 Years Annualized9 Years Annualized10 Years Annualized11 Years Annualized12 Years Annualized13 Years Annualized14 Years Annualized15 Years Annualized16 Years Annualized17 Years Annualized18 Years Annualized19 Years Annualized20 Years Annualized21 Years Annualized22 Years Annualized23 Years Annualized24 Years Annualized25 Years Annualized
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Return (%)Return (%)Return (%)Return (%)Return (%)Return (%)Return (%)Return (%)Return (%)Return (%)Return (%)Return (%)Return (%)Return (%)Return (%)Return (%)Return (%)Return (%)Return (%)Return (%)Return (%)Return (%)Return (%)Return (%)Return (%)
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Large Cap Fund
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Aditya Birla Sun Life Frontline Equity Fund - GrowthNifty 50 TRI12.4411.420.948.6611.746.6314.3012.5214.1011.6911.8417.2710.4112.1414.2416.6616.6720.26NANANANANANANANA
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Axis Bluechip Fund - GrowthNifty 50 TRI14.8021.3111.6917.9615.839.4415.9714.5515.5013.0412.71NANANANANANANANANANANANANANANA
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HDFC Top 100 Fund - GrowthNifty 100 TRI13.798.230.519.2913.606.0514.0811.3012.2710.2311.1817.0810.2911.8913.4016.5516.7321.8521.6319.8116.0917.9818.8118.26NANA
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ICICI Prudential Bluechip Fund - GrowthNifty 100 TRI12.0313.412.6410.9613.427.6114.6412.8513.6612.0712.9018.21NANANANANANANANANANANANANANA
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Nippon India Large Cap Fund - GrowthS&P BSE 100 TRI11.7111.171.3711.7513.237.2716.2413.4114.7712.1912.5616.699.83NANANANANANANANANANANANANA
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Mirae Asset Large Cap Fund - - GrowthNifty 100 TRI14.6615.443.8913.2015.7610.1718.3016.0616.8114.7215.0121.89NANANANANANANANANANANANANANA
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HDFC Index Fund - Sensex PlanS&P BSE SENSEX TRI11.6515.647.3314.5014.717.7913.0211.6912.3610.0710.3314.847.178.1310.3012.6512.4115.19NANANANANANANANA
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ICICI Prudential Nifty Next 50 Index Fund - GrowthNifty Next 50 TRI9.969.56-3.277.4612.828.1615.9413.1614.3611.46NANANANANANANANANANANANANANANANA
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UTI Nifty Index Fund - GrowthNifty 50 TRI11.5714.295.4812.8513.977.2312.8811.1011.849.7310.0614.437.478.7810.7413.0012.7015.9214.8912.57NANANANANANA
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SBI Blue Chip Fund - GrowthS&P BSE 100 TRI12.0116.952.939.8311.718.2315.6413.7115.4612.8912.0717.319.2810.06NANANANANANANANANANANANA
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DSP Focus Fund - GrowthS&P BSE 200 TRI12.7025.204.5710.2213.447.7616.2512.7713.0810.99NANANANANANANANANANANANANANANANA
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Franklin India Bluechip Fund - GrowthNifty 100 TRI13.319.58-0.457.0510.035.5912.2610.0410.979.6310.2415.568.9810.0912.0814.5514.6819.5319.3316.9715.4319.9221.2921.8119.9517.63
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Franklin India Equity Fund - GrowthNifty 500 TRI14.548.21-1.037.5310.116.0415.1412.9314.0412.2212.4617.1510.2111.5613.7716.5816.8621.1220.5818.8015.9320.6322.8221.4820.2918.09
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Multicap Funds
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Aditya Birla Sun Life Equity Fund - - GrowthS&P BSE AllCap TRI14.9816.192.489.5315.269.6418.3215.9016.6813.1512.5118.299.5111.4813.3116.6017.6822.4821.0017.6315.0321.88NANANANA
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HDFC Capital Builder Value Fund - GrowthNifty 500 TRI13.574.36-4.068.2111.336.5414.8913.2714.2911.6012.3518.319.9512.0612.5415.2016.9421.4320.7518.2415.8917.4118.9918.1116.9613.62
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HDFC Equity Fund - GrowthNifty 500 TRI15.078.41-1.169.1413.485.9614.9912.0313.0010.4311.7518.5510.8411.9813.4717.0517.0622.0321.7120.2917.6421.9623.5522.8721.2018.64
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Nippon India Multicap Fund - GrowthS&P BSE 500 TRI11.228.71-1.2210.429.914.8814.2612.1414.1612.3613.4520.3711.4012.1214.17NANANANANANANANANANANA
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Kotak Standard Multicap Fund - GrowthNifty 200 TRI14.3518.765.6512.6315.719.7218.8916.3217.0614.3914.33NANANANANANANANANANANANANANANA
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DSP Equity Fund - GrowthNifty 500 TRI13.7926.274.9912.6215.308.5917.3513.8614.1911.8812.1717.5010.82NANANANANANANANANANANANANA
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Motilal Oswal Multicap 35 Fund - GrowthNifty 500 TRI9.5513.620.169.4914.0110.48NANANANANANANANANANANANANANANANANANANANA
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L&T India Value Fund - GrowthS&P BSE 200 TRI12.0512.52-3.647.3011.639.0519.8516.7817.8414.6214.53NANANANANANANANANANANANANANANA
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ICICI Prudential Value Discovery Fund - GrowthS&P BSE 500 TRI11.846.90-1.925.448.394.7016.1213.9815.6913.2313.6522.0613.6313.5714.3917.75NANANANANANANANANANA
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Axis Focused 25 Fund - GrowthNifty 50 TRI15.7124.337.5716.8417.6611.2817.7014.56NANANANANANANANANANANANANANANANANANA
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Franklin India Equity Advantage Fund - GrowthNifty LargeMidcap 250 Index10.369.96-0.407.459.645.2814.3912.2713.3211.2411.7317.309.6010.8112.48NANANANANANANANANANANA
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Nippon India Value Fund - GrowthS&P BSE Enhanced Index Value TRI11.2012.19-1.8710.0411.396.9715.6812.2414.0310.7810.8417.718.9212.5215.35NANANANANANANANANANANA
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Mirae Asset Emerging Bluechip FundNifty LargeMidcap 250 Index TRI18.6219.515.4615.0318.3914.8526.0122.9723.9321.43NANANANANANANANANANANANANANANANA
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Axis Multicap Fund - GrowthNifty 500 TRI16.0620.3011.82NANANANANANANANANANANANANANANANANANANANANANANA
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SBI Magnum MultiCap Fund - GrowthS&P BSE 50012.6017.102.7911.2813.6210.0518.4715.6216.6113.0211.9317.068.229.3911.16NANANANANANANANANANANA
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Nippon India Focused Equity Fund - GrowthS&P BSE 500 TRI12.1012.19-3.587.8011.057.3318.9516.3617.0613.6113.8619.0611.1112.54NANANANANANANANANANANANA
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SBI Focused Equity Fund - GrowthS&P BSE 50016.0824.156.4916.2916.0210.9419.3114.7117.6917.0117.1224.5611.1113.1414.0318.61NANANANANANANANANANA
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Canara Robeco Emerging Equities - GrowthNifty LargeMidcap 250 Index TRI16.6517.181.6112.7615.3011.5424.6520.7822.0318.5218.8026.1013.8014.9715.10NANANANANANANANANANANA
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DSP Equity Opportunities Fund - GrowthNifty LargeMidcap 250 Index TRI14.5719.551.8110.2114.829.9917.1614.7515.3712.2812.9818.049.8311.6613.3116.1816.7921.8721.5618.62NANANANANANA
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Kotak Equity Opportunities Fund - GrowthNifty 200 TRI13.9922.755.3112.1915.659.6517.7615.0615.4913.0212.8317.928.9712.3113.8017.11NANANANANANANANANANA
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SBI Large & Midcap Fund - GrowthNifty LargeMidcap 250 Index TRI12.6715.262.0711.5412.478.8516.6115.3115.8713.1412.7918.159.8611.8213.63NANANANANANANANANANANA
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Midcap Funds
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Axis Midcap Fund - GrowthS&P BSE MidCap TRI16.8222.9510.3517.4015.4110.0221.0717.3819.99NANANANANANANANANANANANANANANANANA
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UTI Mid Cap Fund - GrowthNifty Midcap 150 Index TRI12.3813.59-4.106.249.716.4018.6317.4217.9515.2514.6021.6611.9612.1711.81NANANANANANANANANANANA
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L&T Midcap Fund - GrowthNifty Midcap 100 TRI14.1012.29-3.739.6013.8010.2421.9018.8919.3915.5115.0022.5911.9213.3114.0516.79NANANANANANANANANANA
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Franklin India Prima Fund - GrowthNifty Midcap 150 Index TRI16.5011.20-1.138.3712.308.2719.6517.3718.9316.2215.4822.4811.8012.4212.8916.0617.4223.1523.7722.3818.0222.6723.9021.3520.2817.35
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HDFC Mid-Cap Opportunities Fund - GrowthNifty Midcap 100 TRI13.3111.15-3.257.2112.458.3519.0417.1718.0316.0716.6422.8813.93NANANANANANANANANANANANANA
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DSP Midcap Fund - GrowthNifty Midcap 100 TRI15.4122.032.5110.6115.4210.8521.2517.7018.5315.3315.5823.0213.2214.28NANANANANANANANANANANANA
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Kotak Emerging Equity - GrowthNifty Midcap 100 TRI15.5523.172.2011.1215.6210.8623.1618.0619.7216.3215.5320.969.85NANANANANANANANANANANANANA
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Equity : ELSS
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Motilal Oswal Long Term Equity FundNifty 500 TRI13.1121.862.1512.1116.3813.06NANANANANANANANANANANANANANANANANANANANA
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RELIANCE TAX SAVER ( ELSS ) FUNDS&P BSE 100 TRI9.017.28-10.022.947.272.3115.3412.6014.1212.0012.0817.3210.4510.5311.85NANANANANANANANANANANA
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Small Cap Funds
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Axis Small Cap Fund - GrowthNifty Smallcap 100 TRI18.3833.719.6015.4416.1612.1023.29NANANANANANANANANANANANANANANANANANANA
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DSP Small Cap Fund - GrowthS&P BSE SmallCap TRI13.2014.29-9.383.089.608.8321.9818.9419.4016.2417.2025.0113.21NANANANANANANANANANANANANA
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HDFC Small Cap Fund - GrowthNifty Smallcap 100 TRI10.470.30-6.769.9413.239.1216.2814.2415.2412.1412.3319.13NANANANANANANANANANANANANANA
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ICICI Prudential Smallcap Fund - Retail - GrowthNifty Smallcap 250 Index TRI10.7724.17-5.456.9810.605.7013.7912.0012.8910.9911.6416.699.23NANANANANANANANANANANANANA
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Kotak Small Cap Fund - GrowthNifty Smallcap 100 TRI13.0121.01-2.188.3112.828.8719.6515.2317.0714.3014.4620.079.5810.9011.98NANANANANANANANANANANA
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Nippon India Small Cap Fund - GrowthS&P BSE SmallCap TRI13.6611.58-6.979.5713.3410.3523.4622.0221.7717.82NANANANANANANANANANANANANANANANA
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International Fund
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Motilal Oswal Nasdaq 100 Fund of Fund (MOFN100FOF) - - GrowthNASDAQ-100 Index35.6035.60NANANANANANANANANANANANANANANANANANANANANANANANA
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DSP US Flexible Equity Fund - GrowthRussell 1000 Index13.2418.759.1312.2214.3812.2211.2414.72NANANANANANANANANANANANANANANANANANA
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Franklin India Feeder - Franklin U.S. Opportunities Fund - GrowthRussell 3000 Growth Index18.1529.2417.6818.3816.9314.1613.1917.47NANANANANANANANANANANANANANANANANANA
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Kotak US Equity Fund - GrowthS&P 500 International Total Return Net Index12.6118.859.5911.5913.0711.2711.29NANANANANANANANANANANANANANANANANANANA
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Balanced Funds
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HDFC Balanced Advantage Fund - Growth (Adjusted NAV)NIFTY 50 Hybrid Composite Debt 65:35 Index14.459.630.017.5411.776.6514.7312.1412.8511.2812.2517.9911.3212.4313.7916.3116.5020.0720.0218.8716.9520.3620.2519.8719.5718.11
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HDFC Hybrid Equity Fund - Growth (Adjusted NAV)NIFTY 50 Hybrid Composite Debt 65:35 Index12.939.941.308.5411.597.7215.0913.7714.1413.0613.5418.2012.5913.0513.7014.9514.9817.2916.7315.52NANANANANANA
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TOTAL
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Index
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Nifty 100 TRI12.2814.024.5612.5614.397.9414.0412.1713.0610.8911.2016.268.7610.3312.1614.3814.2317.80NANANANANANANANA
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Nifty 200 TRI11.5413.653.2511.9714.087.7914.2912.1013.0310.7210.5215.988.129.8911.5513.8313.94NANANANANANANANANA
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Nifty 50 TRI12.3314.525.7613.2214.387.5913.3511.6712.4610.4410.8415.398.429.8611.8414.1113.8417.0716.0213.7212.18NANANANANA
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Nifty 500 TRI12.4313.512.0011.5013.847.8514.5612.2213.0810.7010.4316.098.109.8111.4313.7714.0118.1117.5814.7412.2015.49NANANANA
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Nifty LargeMidcap 250 Index TRI12.1813.840.6411.5314.339.0917.0314.0915.0412.2811.8718.259.1811.0412.34NANANANANANANANANANANA
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Nifty Midcap 100 TRI11.6010.52-6.906.3711.537.8017.3913.0413.9011.1311.1718.118.9011.3512.2314.7515.3920.49NANANANANANANANA
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Nifty Next 50 TRI13.0810.80-2.338.6514.049.4217.4714.4715.9212.9112.6820.759.9612.4113.3315.1215.5421.20NANANANANANANANA
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Nifty Smallcap 100 TRI5.125.90-15.811.027.583.9913.469.4510.417.727.49NANANANANANANANANANANANANANANA
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Nifty Smallcap 250 Index TRI7.637.17-14.112.457.574.9015.5911.7712.599.158.8016.765.818.3510.07NANANANANANANANANANANA
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S&P BSE 100 TRI11.2513.374.3412.4414.347.7013.7611.8712.7910.6710.8016.148.0910.01NANANANANANANANANANANANA
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S&P BSE 200 TRI11.5013.953.7012.2214.298.1014.5712.3713.2510.9011.0116.608.2910.20NANANANANANANANANANANANA
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S&P BSE 250 Large Midcap 65:35 TRINANANANANANANANANANANANANANANANANANANANANANANANANA
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S&P BSE 400 MidSmallCap TRINANANANANANANANANANANANANANANANANANANANANANANANANA
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S&P BSE 500 TRI11.1913.582.1711.6313.937.9814.6212.2913.1510.7310.8216.617.999.94NANANANANANANANANANANANA
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S&P BSE AllCap TRI10.7412.981.1911.0613.517.7114.4612.1713.0510.5910.71NANANANANANANANANANANANANANANA
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S&P BSE Enhanced Index Value TRI-0.05-2.32-18.62-4.866.66-0.876.842.874.281.923.56NANANANANANANANANANANANANANANA
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S&P BSE MidCap TRI10.569.89-5.307.6612.538.9217.8213.6714.5110.9810.7218.077.20NANANANANANANANANANANANANA
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S&P BSE SENSEX TRI13.1516.197.8315.0615.208.1413.5712.2313.0010.8511.2116.098.529.9412.2314.7414.5417.7816.7614.3512.4914.5914.1212.97NANA
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S&P BSE SmallCap TRI7.859.15-11.615.059.286.3716.4012.0912.087.547.4416.024.39NANANANANANANANANANANANANA