Fund research
Category-level returns and quartile placement, refreshed monthly from AMFI and AMC factsheets. Read it as context, never as a buy list.
| Category | 1 yr | 3 yr | 5 yr | Riskometer | Typical horizon |
|---|---|---|---|---|---|
| Liquid | 7.1% | 6.4% | 5.6% | Low to moderate | Under 1 year |
| Short duration debt | 7.6% | 6.7% | 6.5% | Moderate | 1–3 years |
| Conservative hybrid | 9.8% | 8.9% | 9.1% | Moderate | 3+ years |
| Balanced advantage | 13.2% | 12.1% | 12.8% | Moderately high | 3–5 years |
| Large cap | 15.4% | 13.6% | 15.2% | High | 5+ years |
| Flexi cap | 17.9% | 15.8% | 17.4% | Very high | 7+ years |
| Mid cap | 21.6% | 19.4% | 22.1% | Very high | 10+ years |
| Small cap | 24.3% | 21.7% | 26.4% | Very high | 10+ years |
Figures are illustrative category averages for layout purposes and must be replaced with your own data source before publishing. Returns are CAGR, net of expenses, and past performance is not indicative of future returns. Riskometer levels are assigned by the respective AMCs and change monthly.
A fund that looks brilliant from one start date often looks ordinary from another. We read five-year rolling windows.
How much of a fall the fund took part in matters more to most families than how much of a rally it caught.
A change of fund manager or a quiet drift in mandate resets the track record you were relying on.