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Mutual fund analysis · India

Mutual fund analysis: which fund categories performed in Q2 FY27

Each category is every open-ended scheme that existed in it at each quarter-end — growth plans, and funds that later merged or closed still count in the quarters they lived through. Tap any cell to see the schemes behind it.

Median category return, over 5 years, annualized

Q2 FY27: 20 of 20 fund categories gained over 5 years, annualized; best Small Cap +14%, worst Arbitrage +6%.

Return over
Quarter1 year3 years5 years

Each cell is the median annualized 5-year return, measured at that quarter-end. “x of y up” counts the schemes whose figure rose — gained, not beat the market; the index comparison arrives with a benchmark TRI column. Growth-plan NAVs from AMFI; a scheme missing either end of the period has no cell.

≤ −40%−20%0+20%≥ +40% Blue is a gain, red a decline, grey about zero; the colour stops deepening at ±40%.
Median scheme return for each fund category, by quarter, categories in rank order
Category, by rankQ3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27Q2 FY27latestLast 4 quarters
1.Small Cap4 of 4quarters up
2.Mid Cap4 of 4quarters up
3.Contraonly 3 funds4 of 4quarters up
4.Multi Asset Allocationonly 8 funds4 of 4quarters up
5.Multi Caponly 8 funds4 of 4quarters up
6.Dividend Yieldonly 6 funds4 of 4quarters up
7.Value4 of 4quarters up
8.Sectoral / Thematic4 of 4quarters up
9.Large & Mid Cap4 of 4quarters up
10.Focused4 of 4quarters up
11.ELSS4 of 4quarters up
12.Flexi Cap4 of 4quarters up
13.Aggressive Hybrid4 of 4quarters up
14.Large Cap4 of 4quarters up
15.Balanced Advantage4 of 4quarters up
16.Retirement4 of 4quarters up
17.Children's4 of 4quarters up
18.Conservative Hybrid4 of 4quarters up
19.Equity Savings4 of 4quarters up
20.Arbitrage4 of 4quarters up
21.Balanced Hybridonly 0 funds0 of 4quarters up
About these figures
  • Members: every open-ended scheme listed under the category in AMFI’s file of that quarter-end, one row per scheme (the Regular-Growth plan, the longest-running series). Index funds, ETFs, debt and fund-of-funds categories are kept out: the board compares actively managed schemes with each other.
  • The cell is the median scheme’s return, never weighted by fund size, so one giant fund cannot hide its category.
  • A fund that merged or wound up stays in the quarters it existed — no survivorship bias.
  • 3-year and 5-year figures are annualized. A scheme whose plans disagree with each other, or whose quarterly move is past ±60%, is left out of the medians as a data fault.