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Mutual fund categories
Medians across every open-ended scheme in each category (Direct plans, growth option), calculated from AMFI NAVs as of 2 Oct 2026. Open a category to see each scheme.
| Category | Group | Schemes | 1Y median | 3Y median | 5Y median | 3Y rolling median | Std dev median | Max DD 5Y median |
|---|---|---|---|---|---|---|---|---|
| Contra | Equity | 4 | -3.1% | 12.8% | 13.3% | 18.0% | 16.1% | −18.6% |
| Dividend Yield | Equity | 12 | -2.2% | 10.9% | 12.5% | 17.0% | 14.8% | −20.0% |
| ELSS | Equity | 38 | -2.4% | 10.0% | 10.2% | 16.0% | 15.4% | −18.4% |
| Flexi Cap | Equity | 46 | 0.2% | 11.0% | 10.1% | 16.7% | 15.6% | −20.0% |
| Focused | Equity | 28 | -0.2% | 11.1% | 10.9% | 16.7% | 15.4% | −19.6% |
| Large & Mid Cap | Equity | 36 | 0.9% | 11.9% | 11.5% | 18.1% | 16.2% | −19.5% |
| Large Cap | Equity | 34 | -4.8% | 8.9% | 8.3% | 14.8% | 14.4% | −18.8% |
| Mid Cap | Equity | 33 | 4.6% | 15.3% | 14.3% | 21.4% | 18.1% | −21.2% |
| Multi Cap | Equity | 32 | 4.1% | 13.3% | 12.9% | 18.1% | 16.3% | −21.0% |
| Sectoral/Thematic | Equity | 253 | 1.4% | 13.0% | 12.0% | 17.5% | 16.7% | −22.3% |
| Small Cap | Equity | 36 | 10.5% | 14.7% | 15.3% | 21.4% | 19.9% | −24.2% |
| Value | Equity | 23 | -1.8% | 11.2% | 12.2% | 18.7% | 15.4% | −18.2% |
| Aggressive Hybrid | Hybrid | 31 | -1.3% | 10.1% | 9.1% | 14.5% | 11.8% | −14.6% |
| Arbitrage | Hybrid | 39 | 6.6% | 7.3% | 6.7% | 6.7% | 0.6% | −0.4% |
| Balanced Advantage | Hybrid | 37 | 0.4% | 8.8% | 8.4% | 12.6% | 9.2% | −9.9% |
| Balanced Hybrid | Hybrid | 4 | 2.9% | 10.4% | n/a | n/a | 7.9% | n/a |
| Conservative Hybrid | Hybrid | 18 | 2.2% | 7.8% | 7.4% | 9.3% | 4.3% | −4.2% |
| Equity Savings | Hybrid | 24 | 2.8% | 8.1% | 7.4% | 10.0% | 5.2% | −5.9% |
| Multi Asset Allocation | Hybrid | 37 | 6.4% | 14.0% | 12.8% | 17.0% | 9.9% | −10.5% |
| Banking & PSU | Debt | 20 | 4.7% | 7.1% | 6.2% | 7.7% | 1.6% | −1.1% |
| Corporate Bond | Debt | 21 | 4.8% | 7.2% | 6.2% | 7.5% | 1.6% | −0.9% |
| Credit Risk | Debt | 13 | 7.5% | 8.8% | 7.8% | 8.2% | 1.3% | −1.0% |
| Debt Index Fund | Debt | 108 | 5.5% | 7.4% | 6.0% | 7.6% | 1.3% | −3.2% |
| Debt Sectoral | Debt | 1 | n/a | n/a | n/a | n/a | n/a | n/a |
| Dynamic Bond | Debt | 22 | 3.9% | 6.8% | 6.1% | 7.5% | 2.6% | −2.3% |
| Floater | Debt | 12 | 6.1% | 7.6% | 6.8% | 7.7% | 1.2% | −0.6% |
| Gilt | Debt | 24 | 2.3% | 6.2% | 5.6% | 7.5% | 3.9% | −3.6% |
| Gilt 10Y Constant | Debt | 5 | 2.5% | 6.7% | 5.6% | 8.2% | 3.1% | −4.7% |
| Liquid | Debt | 44 | 6.5% | 6.9% | 6.4% | 6.9% | 0.4% | 0.0% |
| Long Duration | Debt | 11 | 1.3% | 5.9% | 5.3% | 6.6% | 4.8% | −5.2% |
| Medium Duration | Debt | 13 | 5.8% | 7.7% | 6.7% | 7.8% | 1.7% | −1.7% |
| Medium to Long Duration | Debt | 13 | 3.9% | 6.6% | 5.8% | 7.6% | 2.7% | −2.3% |
| Money Market | Debt | 27 | 6.5% | 7.4% | 6.7% | 7.3% | 0.6% | −0.2% |
| Overnight | Debt | 40 | 5.3% | 6.1% | 5.7% | 5.7% | 0.3% | 0.0% |
| Short Duration | Debt | 24 | 5.2% | 7.4% | 6.5% | 7.7% | 1.4% | −0.9% |
| Ultra Short Duration | Debt | 26 | 6.5% | 7.3% | 6.6% | 6.9% | 0.5% | −0.2% |
| Ultra Short to Short Term | Debt | 25 | 6.2% | 7.4% | 6.6% | 7.5% | 0.7% | −0.4% |
| Children's | Solution Oriented | 13 | -1.6% | 8.0% | 7.5% | 13.5% | 14.9% | −18.1% |
| Life Cycle | Solution Oriented | 3 | n/a | n/a | n/a | n/a | n/a | n/a |
| Retirement | Solution Oriented | 29 | 0.8% | 8.2% | 8.4% | 12.9% | 10.9% | −12.3% |
| Domestic FoF | Other | 154 | 5.5% | 12.6% | 10.3% | 13.3% | 14.2% | −14.9% |
| Index Fund | Other | 265 | -3.0% | 8.7% | 7.6% | 16.3% | 17.3% | −17.6% |
| International FoF | Other | 49 | 21.8% | 25.0% | 13.0% | 11.5% | 17.3% | −27.5% |
| Closed-ended Debt | Closed-ended | 1 | 5.2% | 6.1% | 5.7% | 6.1% | 0.4% | −0.2% |
| Closed-ended ELSS | Closed-ended | 5 | -0.6% | 12.8% | 11.3% | 20.9% | 17.4% | −22.2% |
| Fixed Maturity Plan | Closed-ended | 24 | 5.8% | 7.5% | 6.5% | 7.6% | 0.9% | −3.1% |
| Interval Fund | Closed-ended | 1 | 5.9% | 6.6% | 6.3% | 6.9% | 0.4% | 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).
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.
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Data & disclosure. Source: AMFI daily NAV file (portal.amfiindia.com) and historical NAVs via mfapi.in; calculations by MFIC. Data as of 2 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).