Compare India’s leading mutual fund schemes side-by-side on real AMFI NAVs. Analyze rolling returns across 9 horizons, portfolio overlap %, market cap allocation, volatility, and SEBI liquidity stress tests.
India’s most popular multi-cap category with total fund manager allocation freedom.
Value & Global Diversification vs High-Momentum Dynamic Allocation
Veteran Large-Cap Bias vs Consistent Cash-Generating Compounders
Fast-Rising Outperformer vs Aggressive Momentum Factor
Steady Institutional Giant vs High-Conviction Focused Quality
Top 100 blue-chip market leaders and benchmark index replicators.
High-growth companies ranked 101–250 by market capitalization.
India’s Largest Mid-Cap Fund vs High-Alpha Focused Mid-Cap
30-Year Wealth Creation Track Record vs Dynamic Factor Momentum
Disciplined Growth at Reasonable Price vs High-Beta Growth
High-octane emerging companies beyond top 250 market cap.
Dynamic asset allocation between equity and debt for lower downside volatility.
1. Portfolio Overlap Matters: Investing in two funds that hold the same underlying stocks (e.g. 40%+ portfolio overlap) creates redundant fees without meaningful diversification. Always check pairwise holdings overlap before adding a second fund in the same category.
2. Return Consistency Over Point-to-Point Peaks: Short-term outperformance over 1 month or 3 months often reflects transient sector rotation. Long-term CAGR across 3, 5, and 7 years paired with lower maximum drawdown is a far more reliable indicator of risk-adjusted consistency.
3. Return per Unit of Risk: Look beyond raw CAGR to volatility and return-per-risk ratios (Sharpe metric). A fund generating 18% CAGR with 12% annualized volatility creates a smoother investor compounding experience than one delivering 19% CAGR with 22% wild swings.