Section 1 · Industry Snapshot
How big is the mutual fund industry — and how healthy?
Think of this as the "vital signs" of India's mutual fund universe. A healthy industry = more competition, better funds, more investor choices.
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Total money in mutual funds
₹— Lakh Cr
That's roughly India's entire annual GDP going into mutual funds.
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Number of funds available
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More options than you could ever need — which is why we filter them for you.
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Average 3-year return
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Across all funds. Individual fund results vary a lot — see our rankings below.
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% funds beating the market
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Only this fraction of funds actually outperformed a simple index over 3 years.
📋 More numbers, plain English
Average 1-year return
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Short-term snapshot — don't make decisions off this alone
Average 5-year return
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5 years is a better lens for equity funds
What the market returned (3Y)
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This is what a simple index fund would have given
Average extra return vs market
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Positive = funds added value on average. Negative = index was better.
Consistency score (IR)
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Above 0.5 = consistently good. Below = hit-or-miss performance.
Typical fund size
₹— Cr
Median AUM — larger isn't always better
Where is most money concentrated?
AUM by category — shows where Indian investors are betting the most
Which category has the most funds?
Number of funds by category — more funds = more choices to compare
Section 2 · Active vs Index
In which fund types do experts actually beat the market?
"Active" funds are run by experts who pick stocks — but they charge more. "Index" funds just copy the market automatically — cheap and simple. The question is: does paying for expertise actually get you better results? Let the data answer.
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How to read the verdict below
✅ Active adds value — on average, actively managed funds in this category earn more than a simple index fund. Worth paying for expertise.
📊 Index wins — funds in this category mostly fail to beat the index. Save money with a low-cost index fund.
🤔 Mixed — some do, some don't. Picking carefully matters more here.
📊 Index wins — funds in this category mostly fail to beat the index. Save money with a low-cost index fund.
🤔 Mixed — some do, some don't. Picking carefully matters more here.
Visual: How much extra return does each category deliver?
The green bars show how much more (or less) the average active fund earned vs a simple index fund over 3 years.
Extra return above market
% of funds beating their index
Negative alpha (index was better)
Section 3 · Category Rankings
Which fund types have historically performed best?
Ranked by how much extra return they delivered above the market over 3 years. This isn't a guarantee — but it tells you where skilled fund managers have historically shown up.
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Section 4 · Full Data
Full sub-category breakdown — every metric, explained
For those who want to go deeper. This table shows every sub-category with all performance metrics. Hover over column headers to understand what each number means.
📖 What do these numbers mean?
Alpha (Extra Return)
How much more (or less) the fund returned vs its benchmark index. Positive = fund added value. Negative = index was better.
Information Ratio (IR)
How consistently a fund beats its benchmark. Above 0.5 = reliably good. Below 0 = inconsistent. Think of it as the quality of alpha.
Beat Rate
What % of funds in this category beat their own benchmark over 3 years. Above 50% = active tilt is worth it.
Benchmark Return
What a simple index fund tracking this category's benchmark would have returned. The bar that active funds need to clear.
Important Disclaimer: This data is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future returns. All data is sourced from AMFI and updated daily. Please read all scheme-related documents carefully and consult a SEBI-registered advisor before investing.