Mutual Funds › MFIC › Categories
Mutual fund categories
Medians across every open-ended scheme in each category (Regular plans, growth option), calculated from AMFI NAVs as of 23 Oct 2026. Open a category to see each scheme.
| Category | Group | Market it follows | Schemes | 1Y median | 3Y median | 5Y median | 3Y rolling median | Std dev median | Max DD 5Y median |
|---|---|---|---|---|---|---|---|---|---|
| Contra | Equity | Nifty 500 | 6 | -9.8% | 11.5% | 10.4% | 14.2% | 16.3% | −19.0% |
| Dividend Yield | Equity | Nifty 500 | 12 | -8.3% | 9.3% | 9.8% | 16.2% | 14.9% | −19.6% |
| ELSS | Equity | Nifty 500 | 38 | -9.5% | 8.9% | 8.2% | 14.1% | 15.5% | −18.9% |
| Flexi Cap | Equity | Nifty 500 | 46 | -7.3% | 9.7% | 7.6% | 14.9% | 15.8% | −20.2% |
| Focused | Equity | Nifty 500 | 28 | -6.8% | 10.0% | 8.2% | 14.6% | 15.5% | −20.4% |
| Large & Mid Cap | Equity | Nifty LargeMidcap 250 | 36 | -6.9% | 10.7% | 8.9% | 15.5% | 16.4% | −19.7% |
| Large Cap | Equity | Nifty 50 | 38 | -9.7% | 7.9% | 6.4% | 13.4% | 14.4% | −18.1% |
| Mid Cap | Equity | Nifty Midcap 150 | 34 | -5.0% | 13.0% | 11.1% | 18.9% | 18.5% | −21.6% |
| Multi Cap | Equity | Nifty 500 | 34 | -3.7% | 11.2% | 10.3% | 16.6% | 16.7% | −21.2% |
| Sectoral/Thematic | Equity | Nifty 500 | 259 | -6.3% | 10.8% | 9.4% | 15.4% | 17.1% | −22.8% |
| Small Cap | Equity | Nifty Smallcap 250 | 36 | 0.4% | 11.8% | 12.4% | 19.1% | 20.4% | −24.3% |
| Value | Equity | Nifty 500 | 24 | -8.7% | 10.1% | 9.9% | 17.3% | 15.6% | −18.4% |
| Aggressive Hybrid | Hybrid | Nifty 50 | 31 | -5.9% | 8.6% | 7.1% | 12.7% | 11.8% | −14.6% |
| Arbitrage | Hybrid | Cash (liquid fund) | 40 | 6.1% | 6.6% | 6.1% | 6.3% | 0.5% | −0.4% |
| Balanced Advantage | Hybrid | Nifty 50 | 38 | -4.3% | 7.4% | 6.8% | 11.0% | 9.3% | −10.3% |
| Balanced Hybrid | Hybrid | Nifty 50 | 8 | -2.4% | 8.3% | n/a | n/a | 8.1% | n/a |
| Conservative Hybrid | Hybrid | 10-year G-Sec yield | 19 | -0.1% | 6.6% | 6.4% | 8.6% | 4.3% | −4.4% |
| Equity Savings | Hybrid | Nifty 50 | 24 | 0.4% | 6.9% | 6.2% | 8.8% | 5.2% | −6.2% |
| Multi Asset Allocation | Hybrid | Nifty 50 | 37 | -0.3% | 12.0% | 11.0% | 11.0% | 10.2% | −10.7% |
| Banking & PSU | Debt | 10-year G-Sec yield | 20 | 3.5% | 6.5% | 5.7% | 7.3% | 1.6% | −1.1% |
| Corporate Bond | Debt | 10-year G-Sec yield | 21 | 3.4% | 6.6% | 5.7% | 7.0% | 1.7% | −1.0% |
| Credit Risk | Debt | 10-year G-Sec yield | 14 | 6.0% | 7.8% | 7.0% | 7.4% | 1.4% | −1.1% |
| Debt Index Fund | Debt | 10-year G-Sec yield | 103 | 4.8% | 7.2% | 5.8% | 7.3% | 1.4% | −3.3% |
| Debt Sectoral | Debt | – | 2 | n/a | n/a | n/a | n/a | n/a | n/a |
| Dynamic Bond | Debt | 10-year G-Sec yield | 23 | 1.9% | 6.0% | 5.4% | 7.0% | 2.6% | −2.5% |
| Floater | Debt | 10-year G-Sec yield | 12 | 5.0% | 7.0% | 6.2% | 7.4% | 1.2% | −0.6% |
| Gilt | Debt | 10-year G-Sec (bond fund) | 25 | 0.4% | 5.2% | 4.6% | 7.5% | 3.9% | −3.8% |
| Gilt 10Y Constant | Debt | 10-year G-Sec (bond fund) | 5 | 0.5% | 6.1% | 5.1% | 8.0% | 3.3% | −4.8% |
| Liquid | Debt | Cash (liquid fund) | 49 | 6.3% | 6.7% | 6.3% | 6.9% | 0.2% | 0.0% |
| Long Duration | Debt | 10-year G-Sec yield | 11 | -1.3% | 5.5% | 4.8% | 6.1% | 4.9% | −5.4% |
| Medium Duration | Debt | 10-year G-Sec yield | 13 | 4.3% | 6.9% | 6.0% | 7.3% | 1.8% | −1.8% |
| Medium to Long Duration | Debt | 10-year G-Sec yield | 13 | 1.7% | 5.8% | 4.7% | 7.4% | 2.7% | −2.5% |
| Money Market | Debt | Cash (liquid fund) | 30 | 6.1% | 6.9% | 6.3% | 6.8% | 0.6% | −0.2% |
| Overnight | Debt | Call money rate | 43 | 5.2% | 5.9% | 5.7% | 5.7% | 0.2% | 0.0% |
| Short Duration | Debt | 10-year G-Sec yield | 28 | 3.8% | 6.6% | 5.6% | 7.1% | 1.5% | −1.0% |
| Ultra Short Duration | Debt | Cash (liquid fund) | 28 | 5.7% | 6.6% | 6.1% | 6.2% | 0.5% | −0.2% |
| Ultra Short to Short Term | Debt | – | 29 | 5.1% | 6.6% | 6.0% | 7.2% | 0.7% | −0.4% |
| Children's | Solution Oriented | – | 13 | -6.4% | 6.7% | 5.4% | 11.4% | 15.1% | −18.6% |
| Life Cycle | Solution Oriented | – | 7 | n/a | n/a | n/a | n/a | n/a | n/a |
| Retirement | Solution Oriented | – | 29 | -4.9% | 6.8% | 6.3% | 11.2% | 10.9% | −12.7% |
| Domestic FoF | Other | – | 161 | 2.7% | 11.9% | 8.9% | 12.7% | 14.2% | −15.0% |
| Index Fund | Other | – | 282 | -8.8% | 8.9% | 5.8% | 15.9% | 17.9% | −18.2% |
| International FoF | Other | S&P 500 (in ₹) | 55 | 16.5% | 24.1% | 11.1% | 13.4% | 17.4% | −27.7% |
| Closed-ended Debt | Closed-ended | – | 5 | 5.1% | 6.1% | 5.7% | 7.7% | 0.3% | −0.2% |
| Closed-ended ELSS | Closed-ended | – | 30 | -5.7% | 8.2% | 11.6% | 20.5% | 19.6% | −23.4% |
| Fixed Maturity Plan | Closed-ended | – | 38 | 5.4% | 7.4% | 6.1% | 7.3% | 0.9% | −2.9% |
| Interval Fund | Closed-ended | – | 1 | 5.8% | 6.5% | 6.2% | 7.3% | 0.3% | 0.0% |
See how each category did over 1 month to 3 years in the Market Pulse. Browse by fund house instead: all mutual fund houses (AMCs).
"Market it follows" links to the market each category mainly invests in, in Integrato Market Intelligence (for hybrid categories, the equity part). Categories follow the section headings in AMFI's daily NAV file. A median describes a typical scheme in the category; individual schemes can differ widely.
Reviewing your own mutual fund portfolio?
Integrato's team can walk you through how your current schemes have behaved, using the same data shown here. Integrato is an AMFI-registered Mutual Fund Distributor.
Get the Market Pulse by email every Monday
Every Monday: index benchmarks and the median 1-month and 1-year return of every equity category, plus broad equity, hybrid and debt figures. Calculated from AMFI NAVs. Free; unsubscribe from any email.
Data & disclosure. Source: AMFI daily NAV file (portal.amfiindia.com) and historical NAVs via mfapi.in; calculations by MFIC. Data as of 23 Oct 2026. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance may or may not be sustained in future. This page is for research and education only and is not investment advice or a recommendation. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155).