Your fund
Search by name and pick the plan you hold. The name on your statement says Regular or Direct.
Type at least three letters. Try the fund house and the type together.
- Like with likeA fund is ranked only against funds in its own category, and every fund is measured by its direct plan, so sales commissions do not decide the order.
- Three periods, not oneOne good or bad year says little. We show 1, 3 and 5 years so you can see whether a result has lasted.
- Facts, not a recommendationThis shows what happened. Whether to move, and to what, depends on your goals and the rest of your portfolio.
Rank in its category
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Pick a fund to see where it stands.
What the numbers say
Funds that did better
Before you switch
A fund ahead of yours on this table is not automatically a better fund for you.
- Leaders changeThe top fund over the last five years is rarely the top fund over the next five. Look for funds that stay in the upper half across periods, not the one at the very top.
- Check the plan before the fundIf you hold a regular plan, moving to the direct plan of the same fund is the one change that is certain to help.
- Count the cost of movingSelling can mean an exit load and tax on the gain: 12.5% above ₹1.25 lakh a year for equity held over a year, 20% under a year.
- Look at what you already ownA new fund that holds the same shares as your others adds nothing. The portfolio check shows where you double up.
- Start from the goalThe right fund depends on when you need the money and how much of a fall you can sit through. That part is advice, and it starts with a conversation.
Or browse a whole category
Every fund in a category, ranked by return over 1, 3 and 5 years, next to an index fund. Or see how many funds beat the index, and compare two funds side by side.
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Debt, hybrid, index and sector funds are listed with their returns, without a ranking.