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Exchange Traded Funds (ETFs) 2026

Decizen(Understand the Method):- Q: Quality,
Compare Funds
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NAV (Rs.)
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AUM (Cr.)
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Returns Since
inception (%)
Returns
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Past
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Avg Rolling
 CAGR
Fund DeciZen
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P(%)
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Q
ICICI Pru Nifty Midcap 150 ETF
23.95 759
21.4
24 Jan' 20
4.16
19.89
18.07
N/A
28.80
26.10
25.06
N/A
 cagr
26
Q
Nippon India ETF Nifty Midcap 150
239.22 3,599
20.2
31 Jan' 19
4.03
19.78
18.01
N/A
24.63
25.48
25.98
N/A
 cagr
25
Q
Nippon India ETF BSE Sensex Next 50
93.38 119
17.8
30 Jul' 19
1.05
17.96
15.56
N/A
22.11
21.44
21.72
N/A
 cagr
21
Q
UTI BSE Sensex Next 50 ETF
95.37 33
15.6
08 Mar' 19
1.16
18.15
15.76
N/A
20.05
21.05
21.59
N/A
 cagr
21
Q
ICICI Pru Nifty Healthcare ETF
172.01 221
15.1
18 May' 21
12.1
22.38
13.51
N/A
16.10
20.35
13.66
N/A
 cagr
20
Q
Nippon India Nifty Pharma ETF
27.28 1,622
13.4
06 Jul' 21
15.45
23.12
N/A
N/A
16.45
20.19
13.55
N/A
 cagr
20
Q
Axis NIFTY Healthcare ETF
170.59 24
14.6
17 May' 21
11.82
22.12
13.3
N/A
15.87
20.11
13.44
N/A
 cagr
20
Q
ICICI Pru Nifty Alpha Low - Volatility 30 ETF
28.42 1,527
15.9
12 Aug' 20
-3
11.77
11.4
N/A
16.49
18.19
14.63
N/A
 cagr
18
Q
ICICI Pru BSE 500 ETF
39.65 356
12.6
09 May' 18
-2.29
12.15
11.84
N/A
15.84
17.83
17.63
N/A
 cagr
18
Q
SBI Nifty Consumption ETF
124.86 23
14.1
22 Jul' 21
-2.32
12.09
N/A
N/A
15.47
17.34
14.40
N/A
 cagr
17
Q
ICICI Pru Nifty50 Value 20 ETF
13.74 177
14
17 Jun' 16
-7.55
7.89
9.84
14.27
16.93
16.99
18.31
15.60
 cagr
17
Q
Nippon India ETF Nifty 50 Value 20
141.05 150
12.7
18 Jun' 15
-7.53
7.87
9.73
14.41
16.52
16.95
17.69
16.57
 cagr
17
Q
Mirae Asset Nifty 50 ETF
265.18 5,209
12.6
20 Nov' 18
-5.45
8.75
9.92
N/A
14.78
15.81
16.15
N/A
 cagr
16
Q
Tata Nifty 50 ETF
265.35 710
12.4
01 Jan' 19
-5.49
8.69
9.87
N/A
14.83
15.74
16.20
N/A
 cagr
16
Q
Axis NIFTY 50 ETF
269.84 1,278
12.2
03 Jul' 17
-5.45
8.76
9.93
N/A
13.69
14.87
15.06
11.53
 cagr
15
Q
HDFC BSE Sensex ETF
88.57 536
12.6
09 Dec' 15
-7.59
6.92
9.06
11.84
14.33
14.18
15.14
13.75
 cagr
14
Q
LIC MF BSE Sensex ETF
881.81 711
12.1
30 Nov' 15
-7.64
6.84
8.99
11.81
14.19
14.13
15.07
13.75
 cagr
14
Q
UTI BSE Sensex ETF
865.03 55,168
12
01 Sep' 15
-7.57
6.91
9.06
11.84
14.12
14.11
14.95
13.87
 cagr
14
Q
SBI BSE 100 ETF
289.02 9
11.4
20 Mar' 15
-4.13
10.26
10.92
12.33
14.78
14.09
14.32
14.11
 cagr
14
Q
HDFC Nifty 50 ETF
274.75 5,320
12.8
09 Dec' 15
-5.46
8.75
9.92
11.99
14.49
14.06
15.06
13.68
 cagr
14
Q
Bandhan Nifty 50 ETF
269.37 22
12.2
07 Oct' 16
-5.51
8.7
9.85
11.9
14.12
14.02
14.94
13.00
 cagr
14
Q
LIC MF Nifty 50 ETF
273.48 858
12.4
20 Nov' 15
-5.49
8.67
9.87
11.96
14.37
14.02
15.00
13.69
 cagr
14
Q
UTI Nifty 50 ETF
270.30 70,931
12.3
01 Sep' 15
-5.42
8.76
9.93
12
14.36
14.01
14.85
13.84
 cagr
14
Q
SBI Nifty 50 ETF
262.49 2,10,090
11.1
22 Jul' 15
-5.45
8.75
9.92
11.99
14.31
13.98
14.64
13.87
 cagr
14
Q
LIC MF Nifty 100 ETF
279.36 731
13.4
17 Mar' 16
-3.89
10.12
10.23
11.84
14.36
13.75
14.76
13.27
 cagr
14
Q
Nippon India ETF BSE Sensex
897.61 26,997
10.7
24 Sep' 14
-7.59
6.95
9.07
11.83
14.05
13.53
13.80
13.43
 cagr
14
Q
ICICI Pru Nifty 50 ETF
276.33 42,100
12.8
20 Mar' 13
-5.43
8.78
9.95
12
14.30
13.36
13.53
13.39
 cagr
13
Q
Aditya Birla SL Nifty 50 ETF
28.58 3,219
11.5
21 Jul' 11
-5.42
8.76
9.94
11.96
14.25
13.33
13.46
13.28
 cagr
13
Q
SBI BSE Sensex ETF
870.18 1,19,444
12.3
15 Mar' 13
-7.59
6.91
9.05
11.83
14.06
13.31
13.69
13.50
 cagr
13
Q
Kotak Nifty 50 ETF
270.56 3,436
11.5
02 Feb' 10
-5.42
8.73
9.88
11.93
14.23
13.30
13.46
12.51
 cagr
13
Q
Invesco India Nifty 50 ETF
2787.79 91
11.4
13 Jun' 11
-5.49
8.7
9.87
11.94
14.25
13.29
13.39
13.15
 cagr
13
Q
Quantum Nifty 50 ETF
268.36 63
11.5
10 Jul' 08
-5.49
8.7
9.89
11.92
14.21
13.26
13.41
12.50
 cagr
13
Q
Quantum Nifty 50 ETF
268.36 63
11.5
10 Jul' 08
-5.49
8.7
9.89
11.92
14.21
13.26
13.41
12.50
 cagr
13
Q
SBI BSE Sensex Next 50 ETF
956.52 25
14.7
25 Sep' 18
1.13
18.11
15.76
N/A
18.56
20.46
20.56
N/A
 cagr
20
Q
ICICI Pru Nifty 100 Low Volatility 30 ETF
22.71 3,409
13.2
04 Jul' 17
-1.63
11.43
10.87
N/A
14.27
15.67
15.54
12.83
 cagr
16
Q
ICICI Pru BSE Sensex ETF
897.71 30,690
15.4
10 Jan' 03
-7.57
6.95
9.09
11.82
14.02
13.22
13.51
12.23
 cagr
13
Q
ICICI Pru Nifty 100 ETF
28.45 158
13.8
20 Aug' 13
-4.11
9.94
9.99
11.65
14.06
13.21
13.16
13.07
 cagr
13
Q
Motilal Oswal Nifty 50 ETF
255.26 78
10.1
28 Jul' 10
-5.44
8.76
9.92
11.78
13.90
12.86
12.95
11.99
 cagr
13
Q
Bharat 22 ETF
115.88 10,383
14.4
24 Nov' 17
6.65
21.08
24.43
N/A
20.31
23.46
23.48
N/A
 cagr
23
Q
CPSE ETF-(FFO)-2
94.86 19,995
14.4
25 Mar' 17
2.96
29.91
29.99
15.77
21.25
22.53
23.17
15.25
 cagr
23
Q
Mirae Asset Nifty Next 50 ETF
760.21 1,390
15.8
24 Jan' 20
4.73
18.64
13.98
N/A
21.58
19.23
18.42
N/A
 cagr
19
Q
Aditya Birla SL Nifty Next 50 ETF
77.54 105
14
18 Dec' 18
4.73
18.71
14.06
N/A
17.98
18.44
19.17
N/A
 cagr
18
Q
ICICI Pru Nifty Next 50 ETF
77.71 2,659
12.4
23 Aug' 18
4.63
18.63
14.01
N/A
17.14
18.22
18.25
N/A
 cagr
18
Q
Motilal Oswal Nifty Midcap 100 ETF
67.89 884
14.8
31 Jan' 11
3.95
20.64
18.72
15.37
19.33
17.92
16.97
15.27
 cagr
18
Q
CPSE ETF
94.86 19,995
14.7
28 Mar' 14
2.96
29.91
29.99
15.77
21.73
16.78
13.77
14.34
 cagr
17
Q
UTI Nifty Next 50 ETF
79.53 2,269
12.2
04 Aug' 17
4.79
18.73
14.07
N/A
14.49
16.04
15.80
N/A
 cagr
16
Q
SBI Nifty 200 Quality 30 ETF
225.22 78
12.5
10 Dec' 18
-5.77
8.91
9.05
N/A
14.45
15.36
15.81
N/A
 cagr
15
Q
Aditya Birla SL Nifty Bank ETF
58.71 2,507
10.7
23 Oct' 19
0.99
9.41
11.26
N/A
17.21
15.19
15.22
N/A
 cagr
15
Q
Nippon India ETF Nifty Next 50 Junior BeES
796.26 8,297
9.3
21 Feb' 03
4.68
18.6
13.95
12.57
16.20
15.14
15.16
14.23
 cagr
15
Q
Nippon India ETF Nifty Dividend Opportunities ...
78.48 70
13.1
15 Apr' 14
-5.55
11.87
13.25
12.69
16.61
15.07
14.33
14.69
 cagr
15
Q
ICICI Pru Nifty Bank ETF
58.81 3,046
9.7
10 Jul' 19
0.99
9.43
11.27
N/A
15.60
14.93
14.98
N/A
 cagr
15
Q
ICICI Pru BSE Midcap Select ETF
19.59 109
14.4
04 Jul' 16
5.57
19.57
15.16
12.79
15.68
14.41
15.48
13.17
 cagr
14
Q
Nippon India ETF Nifty India Consumption
134.74 199
14
10 Apr' 14
-2.36
12.04
13.4
12.27
14.65
14.22
13.56
13.97
 cagr
14
Q
SBI Nifty Next 50 ETF
789.43 2,953
13.3
20 Mar' 15
4.74
18.66
14.01
12.57
16.37
14.13
13.81
14.59
 cagr
14
Q
HDFC NIFTY Bank ETF
58.95 2,376
17.7
21 Aug' 20
0.99
9.4
11.23
N/A
14.75
13.87
14.09
N/A
 cagr
14
Q
Bandhan BSE Sensex ETF
849.41 1
11.9
07 Oct' 16
-7.88
6.55
8.66
11.51
13.84
13.81
14.68
12.79
 cagr
14
Q
UTI Nifty Bank ETF
59.24 3,157
16.9
03 Sep' 20
1
9.45
11.32
N/A
14.20
13.71
13.81
N/A
 cagr
14
Q
Nippon India ETF Nifty Bank BeES
592.92 8,319
15.8
27 May' 04
0.95
9.38
11.23
10.86
14.91
13.47
13.75
13.73
 cagr
13
Q
Nippon India ETF Nifty 50 BeES
277.75 64,785
15
28 Dec' 01
-5.44
8.77
9.94
12.02
14.27
13.31
13.46
12.09
 cagr
13
Q
Mirae Asset Nifty Financial Services ETF
27.64 415
10.9
30 Jul' 21
-1.5
10.71
N/A
N/A
12.24
13.29
10.91
N/A
 cagr
13
Q
Kotak BSE Sensex ETF
85.65 24
10.5
06 Jun' 08
-7.7
6.73
8.85
11.62
13.83
13.03
13.33
12.53
 cagr
13
Q
Aditya Birla SL BSE Sensex ETF
78.72 268
10.9
18 Jul' 16
-7.54
6.92
9.05
10.56
12.96
13.01
14.18
11.93
 cagr
13
Q
Axis NIFTY Bank ETF
590.45 333
16.1
03 Nov' 20
0.92
9.37
11.22
N/A
12.19
12.92
12.23
N/A
 cagr
13
Q
Mirae Asset Nifty 100 ESG Sector Leaders ETF
42.14 100
11.8
18 Nov' 20
-5.76
9.63
8.78
N/A
11.20
12.88
10.92
N/A
 cagr
13
Q
Tata Nifty Pvt Bank ETF
285.08 13
9.4
30 Aug' 19
-0.55
7.37
9.36
N/A
13.53
12.83
12.52
N/A
 cagr
13
Q
Nippon India ETF Nifty 100
270.43 348
12.6
25 Mar' 13
-4.13
9.9
9.96
11.33
13.72
12.82
12.81
12.72
 cagr
13
Q
ICICI Pru Nifty Private Bank ETF
27.79 3,989
8.4
09 Aug' 19
-0.67
7.33
9.35
N/A
13.33
12.73
12.37
N/A
 cagr
13
Q
SBI Nifty Bank ETF
588.24 3,710
10.8
20 Mar' 15
0.95
9.39
11.23
10.87
14.97
12.63
11.92
12.73
 cagr
13
Q
Kotak Nifty Bank ETF
59.44 4,333
10.4
04 Dec' 14
1.01
9.39
11.21
10.83
14.92
12.54
11.80
12.49
 cagr
13
Q
Kotak Nifty Bank ETF
59.44 4,333
10.4
04 Dec' 14
1.01
9.39
11.21
10.83
14.92
12.54
11.80
12.49
 cagr
13
Q
Nippon India ETF Nifty Infrastructure BeES
973.41 188
6.2
04 Oct' 10
-0.08
17.74
16.65
12.93
15.19
12.47
10.77
8.97
 cagr
12
Q
Nippon India ETF Nifty PSU Bank BeES
93.53 4,079
7.1
25 Oct' 07
18.19
27.56
28.12
11.1
18.84
11.49
6.66
2.88
 cagr
11
Q
Kotak Nifty PSU Bank ETF
83.82 2,460
6.5
08 Nov' 07
18.17
27.56
28.09
11.02
18.79
11.44
6.57
2.80
 cagr
11
Q
Kotak Nifty PSU Bank ETF
83.82 2,460
6.5
08 Nov' 07
18.17
27.56
28.09
11.02
18.79
11.44
6.57
2.80
 cagr
11
Q
Nippon India ETF Nifty 50 Shariah BeES
470.34 55
12.1
18 Mar' 09
-14.21
1.76
1.55
8.03
11.53
11.26
12.09
11.24
 cagr
11
Q
SBI Nifty Private Bank ETF
280.99 659
13.6
19 Oct' 20
-0.65
7.32
9.29
N/A
10.46
11.14
10.29
N/A
 cagr
11
Q
Nippon India ETF Nifty IT
34.14 3,533
14.4
26 Jun' 20
-31.11
-2.01
-0.25
N/A
13.62
10.20
9.89
N/A
 cagr
10
Q
ICICI Pru Nifty IT ETF
34.16 532
11.1
17 Aug' 20
-31.04
-1.93
-0.19
N/A
11.24
9.47
8.26
N/A
 cagr
9
Q
SBI Nifty IT ETF
340.76 75
8.4
19 Oct' 20
-31.12
-2.01
-0.26
N/A
8.61
8.78
6.94
N/A
 cagr
9
Q
Kotak Nifty IT ETF
34.13 234
5.6
02 Mar' 21
-30.8
-1.8
-0.07
N/A
4.34
7.67
2.92
N/A
 cagr
8
Q
Axis NIFTY IT ETF
338.64 143
5.3
25 Mar' 21
-31.1
-2.02
-0.24
N/A
4.21
7.53
2.77
N/A
 cagr
8
Q
Motilal Oswal BSE Enhanced Value ETF
114.47 164
30.1
22 Aug' 22
8.11
28.64
N/A
N/A
37.23
32.89
N/A
N/A
 cagr
N/A
Q
ICICI Pru Nifty PSU Bank ETF
84.93 132
28.4
15 Mar' 23
18.3
27.77
N/A
N/A
28.75
26.61
N/A
N/A
 cagr
N/A
Q
ICICI Pru Nifty Auto ETF
29.76 216
22.9
12 Jan' 22
11.93
21.33
N/A
N/A
27.70
26.39
N/A
N/A
 cagr
N/A
Q
Nippon India Nifty Auto ETF
297.13 430
23.9
24 Jan' 22
11.84
21.26
N/A
N/A
27.62
26.32
N/A
N/A
 cagr
N/A
Q
Motilal Oswal BSE Healthcare ETF
51.55 42
22.4
29 Jul' 22
11.73
24.46
N/A
N/A
25.82
24.40
N/A
N/A
 cagr
N/A
Q
Kotak Nifty Midcap 50 ETF
18.50 201
19.5
28 Jan' 22
4.85
20.73
N/A
N/A
24.19
24.16
N/A
N/A
 cagr
N/A
Q
Kotak Nifty Midcap 50 ETF
18.50 201
19.5
28 Jan' 22
4.85
20.73
N/A
N/A
24.19
24.16
N/A
N/A
 cagr
N/A
Q
Mirae Asset Nifty Midcap 150 ETF
23.66 1,813
20.4
09 Mar' 22
4.17
19.93
N/A
N/A
23.24
22.93
N/A
N/A
 cagr
N/A
Q
ICICI Pru Nifty Financial Services Ex-Bank ETF
33.53 213
20.1
25 Nov' 22
3.06
19.03
N/A
N/A
23.12
22.61
N/A
N/A
 cagr
N/A
Q
DSP Nifty PSU Bank ETF
84.65 1,175
22.5
27 Jul' 23
18.67
N/A
N/A
N/A
20.00
22.40
N/A
N/A
 cagr
N/A
Q
Aditya Birla SL Nifty Healthcare ETF
17.25 82
15.2
21 Oct' 21
12.03
22.5
N/A
N/A
19.11
21.61
N/A
N/A
 cagr
N/A
Q
Mirae Asset Nifty India Manufacturing ETF
166.14 252
18.4
27 Jan' 22
9.48
20.2
N/A
N/A
21.59
21.46
N/A
N/A
 cagr
N/A
Q
HDFC NIFTY Midcap 150 ETF
23.43 157
22.5
15 Feb' 23
4.02
19.77
N/A
N/A
21.57
21.27
N/A
N/A
 cagr
N/A
Q
ICICI Pru Nifty Infrastructure ETF
96.90 417
17.6
17 Aug' 22
0.19
18.29
N/A
N/A
23.00
20.85
N/A
N/A
 cagr
N/A
Q
ICICI Pru Nifty Commodities ETF
100.46 133
14.8
15 Dec' 22
10.36
18.24
N/A
N/A
21.51
19.69
N/A
N/A
 cagr
N/A
Q
HDFC NIFTY Smallcap 250 ETF
180.58 2,511
21.8
15 Feb' 23
-0.21
19.14
N/A
N/A
19.75
19.40
N/A
N/A
 cagr
N/A
Q
HDFC NIFTY Next 50 ETF
75.29 266
15.9
05 Aug' 22
4.56
18.52
N/A
N/A
21.77
18.89
N/A
N/A
 cagr
N/A
Q
Kotak Nifty Alpha 50 ETF
51.94 853
10.3
22 Dec' 21
-0.54
19.37
N/A
N/A
18.01
17.91
N/A
N/A
 cagr
N/A
Q
Motilal Oswal BSE Quality ETF
203.11 31
15.9
22 Aug' 22
-0.63
14.61
N/A
N/A
19.25
17.19
N/A
N/A
 cagr
N/A
Q
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Categories:

Flexi Cap Funds Large Cap Funds Mid Cap Funds Small Cap Funds Multi Cap Funds Large & Mid Cap Funds Tax Saver Funds Index Funds ETF Funds Nifty Midcap 50 Nifty Midcap Select Nifty Midcap 100 Nifty Smallcap 250 Nifty Smallcap 50 NIFTY Smallcap 100 Nifty Microcap 250 Nifty Largemidcap 250 Nifty500 Multicap 50:25:25

Fund House (AMC):

Aditya Birla Axis BNP Paribas DSP Franklin HDFC ICICI Bandhan Invesco Kotak L&T Mirae Motilal PPFAS Quantum Nippon SBI Sundaram Tata UTI NAVI

FAQs

SIP refers to periodic investment in an MF. In this option, you commit to invest a pre-decided amount, at regular intervals, and you get allotted Units based on an MF’s NAV. E.g. Suppose you do an SIP of Rs. 1,000. If, for the 1st month its NAV is Rs. 15, you get 66.67 units. For the 2nd, the NAV is Rs. 25, so you get 40 units. For the 3rd, the NAV is Rs. 20, you get 50 units. At the end of 3 months, you have invested Rs. 3,000 and received 156.67 units at an average NAV of Rs. 19.2.

A Direct Plan means you investing directly thru' an AMC/MF website. As there is no Distributor involved, returns generated by this plan will be higher by the percentage fees paid to a Distributor. We, at MoneyWorks4me, encourage investors to invest in Direct Plans.

Regular Plan is when you invest in an MF scheme through a Distributor or Broker. This means you will end up paying some fees to the Distributor. The fees are directly paid by the AMC to a Distributor. For you as an investor, it is reflected in the lower NAV values, and higher Expense Ratio than a Direct Plan

It is the Fund House or the company responsible for managing investors’ money, and in turn, all the MF schemes.

The money collected by an MF Scheme is invested across asset classes like stocks, debt Funds, gold and cash. The market value of these investments at any given time minus the MF’s liabilities is known as the Fund’s AUM. (E.g. If a Fund’s value of investments is Rs. 100 Cr and liabilities Rs 5 Cr., then AUM is Rs. 95 Cr.) Though, a large AUM denotes a Fund’s popularity and success, it also means restrictions on investing (Fund will have to invest mainly in large companies) and difficulty in replicating past high return performance.

It is the price per unit of the MF scheme. On any given day, NAV is the price at which any investor invests in an MF scheme. NAV = [the market value of all the securities held by the scheme minus its liabilities] ÷ the number of units. Since, market value of securities changes every day, NAV of a scheme also changes every day. Similar to a stock price, a high or low NAV does not affect our investment decision.

A Benchmark is a popular index like the SENSEX, NIFTY or BSE 100, against which a Fund’s performance is gauged. A Fund is supposed to choose a Benchmark based upon the market-section it invests in. E.g. a Mid-Cap Fund may use NSE Midcap Index as its Benchmark. It makes sense to invest in an MF, only if it has consistently beaten its Benchmark performance over a 3-5 year period.

The Expense Ratio is the fee charged by a Mutual Fund for managing its investors’ money. It is shown as a percentage of the Assets Under Management (AUM). E.g. if you invest Rs. 10,000 in a Fund with an Expense Ratio of 1.5%, then you are paying the Fund Rs. 150 to manage your money. As a general rule, you are told to avoid Funds with high Expense Ratio. However, it can also turn to be a good investment, if it consistently generates excess returns (Alpha) over its Expense Ratio.

Load is the fees charged for buying (i.e. Entry load) and selling (i.e. Exit load) MF units. SEBI has scrapped the Entry load wef August 1, 2009. Some Funds may charge Investors an Exit load only on early exit (e.g. within a year of investment) to encourage long-term investment behaviour.

Rolling Returns consider performance on every day or week (or any specified frequency) of a defined period, and hence, tell you how you would have fared regardless of when you chose to invest. E.g. A monthly five-year Rolling Return is return from 1-Jan-2013 to 1-Jan-2018, 1-Feb-2013 to 1Feb-2018, subsequently for all months. For 3-yr or 2-yr rolling, the year changes respectively. We advise our users to look at Rolling Alpha, because it allows you to evaluate the consistency of a Fund’s performance over time - including the ups and downs of market cycles.

Choosing growth option means you will not receive extra units for Dividend declared by the Fund. Instead, the amount will stay invested in the Fund, thereby compounding your returns. Choose this option, if you prefer capital appreciation over regular income from your investment.

An Open-ended Fund or Scheme is one that is available for subscription and re-purchase on a continuous basis. These schemes do not have a fixed maturity period. Investors can conveniently buy and sell units at Net Asset Value (NAV) related prices which are declared on a daily basis. The key feature of open-end schemes is liquidity. The opposite is closed ended where the fund cannot be sold very easily.

Every fund is assessed on the following:
  1. Consistent Outperformers : Track record of having generated returns above a benchmark on a 3-year rolling basis. Consistent performers are Green, followed by Orange. Red have an inconsistent track record on outperforming the index.
  2. The average 3-year rolling returns number appears in the first button.
  3. Quality of Portfolio is assessed based on the quality of each stock held. Predominantly high quality stocks get a Green second button, followed by Orange and Red (large amount of risky stocks).
  4. Upside Potential: Every fund is assessed on what returns it could deliver in the next 5 years based on it.

Select the fund that is Green on Performance which shows it has consistently outperformed the index. Select one with a high average 3-year rolling returns - the number in the first button. And select one with a Green rating on Quality-the second button.

Use the Funds Screener and select the category. It shows the funds with Green on Performance and Quality right on the top. The ones with the higher average 3-year rolling returns are ranked the highest. Funds with less than 5 years returns history are colored Grey on Performance. Since the track record is not for an adequately long period they feature lower in the list.

Build a well-diversified portfolio with funds that assures you of a stable growth through market and economic cycles and funds that enhance your portfolio returns over the long run.
  1. Core Funds: Choose from Large cap, Large and Mid cap and Flexicap funds.
  2. Booster Funds
    1. Choose from Mid and Small cap funds.
    2. Select a Sector or Thematic Fund that is likely to outperform in the long term.

Use the Fund Portfolio Analyzer, Sher-ya-Billi to check if your portfolio will deliver healthy returns or disappoint you. Go to Fund Portfolio Analyzer. You can also upload details of your funds in the Portfolio Manager and see the report on this page.

When adding a new fund check how different is the fund compared to your portfolio by using the link in the Right allocation box on the Fund Decision Maker.

Most investors have more, many more funds that they should-over diversified. This tends to reduce returns. Many investors have more of the same i.e. they have funds that have very similar portfolios and hence the fund portfolio is not well-diversified. Either there are too many large cap dominated funds or far too many mid and small cap funds. What you require is a good, balanced mix. Finally investors don't know when to exit a fund and end up carrying it even though the future upside potential is very low.
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2026 ©The Alchemists Ark Pvt. Ltd. All rights reserved. MoneyWorks4Me® is a registered trademark of The Alchemists Ark Pvt. Ltd.

About MoneyWorks4Me

MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) dedicated to helping investors build long-term wealth through transparent, research-driven, conflict-free guidance. Founded in 2008, we started our journey as a Research Analyst (RA), providing deep fundamental analysis, intrinsic value insights, and long-term investing frameworks for Indian equities. In 2017, we transitioned to a full-fledged SEBI-registered Investment Adviser, strengthening our commitment to acting as a fiduciary—always putting the investor’s interest first.

Our Vision

To become India’s most trusted, research-powered fiduciary advisory platform—where every investor, regardless of experience, can make calm, confident, and well-reasoned investment decisions.

What Makes MoneyWorks4Me Different

  • Fiduciary-first advisory model.
    As SEBI-registered IAs, we are legally and ethically bound to act in the best interests of our clients. We do not sell or distribute any financial products. This ensures our guidance is 100% unbiased and conflict-free.
  • Deep fundamental research + robust valuation discipline.
    Built on more than 15 years of equity research, our framework combines quality assessment, intrinsic value estimation, and a sensible margin-of-safety approach.
  • Process—not predictions.
    We don’t rely on guesswork or market timing. Instead, we focus on asset allocation, risk management, and long-term compounding.
  • Technology + Human Intelligence.
    We believe a combination of both is essential for investing success. We constantly innovate and upgrade in-house tools, financial X-rays, and portfolio analytics so that our team of analysts and advisors are equipped with the best.
  • Partner with Clients.
    We follow a DIWM (Do-It-With-Me) approach where we partner clients in setting goals, financial planning, educating on our investing process and share decision-enabling resources transparently with our clients who retain control on execution.

Our Approach: Ensuring compounding work its magic on client portfolio.

MoneyWorks4Me ensures this through:

  • Investing in stocks, mutual funds, debt, and gold
  • Quality-at-Reasonable-Price way of investing in stocks
  • Constructing Direct Stock Portfolios with Core, Booster, and Amplifier stocks
  • A Mutual Fund Portfolio that delivers consistent out-performance and meaningful diversification (low overlap)
  • Periodic review and rebalancing
  • Clear Buy-Sell-Hold, and Position-sizing frameworks