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Exchange Traded Funds (ETFs) 2026

Decizen(Understand the Method):- Q: Quality,
Compare Funds
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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
21.99 602
20.9
24 Jan' 20
2.19
20.17
17.26
N/A
29.78
26.51
26.29
N/A
 cagr
27
Q
Nippon India ETF Nifty Midcap 150
219.79 2,925
19.7
31 Jan' 19
2.07
20.08
17.21
N/A
25.29
25.78
26.78
N/A
 cagr
26
Q
Nippon India ETF BSE Sensex Next 50
86.54 147
17.3
30 Jul' 19
-3.18
18.51
14.64
N/A
22.85
21.62
22.52
N/A
 cagr
22
Q
UTI BSE Sensex Next 50 ETF
88.36 29
15.1
08 Mar' 19
-3.03
18.74
14.84
N/A
20.66
21.19
22.23
N/A
 cagr
21
Q
ICICI Pru Nifty Alpha Low - Volatility 30 ETF
26.44 1,394
15.3
12 Aug' 20
-4.37
13.06
11.72
N/A
17.38
18.74
15.64
N/A
 cagr
19
Q
ICICI Pru BSE 500 ETF
37.69 311
12.4
09 May' 18
-3.46
12.51
11.4
N/A
16.39
18.10
18.10
N/A
 cagr
18
Q
ICICI Pru Nifty50 Value 20 ETF
14.21 172
14.9
17 Jun' 16
-5.96
9.65
11.12
14.14
17.57
17.31
18.73
16.07
 cagr
17
Q
Nippon India ETF Nifty 50 Value 20
145.90 153
13.5
18 Jun' 15
-5.94
9.61
11
14.28
16.78
17.24
18.01
16.91
 cagr
17
Q
Mirae Asset Nifty 50 ETF
259.82 4,789
12.8
20 Nov' 18
-4.03
9.97
9.94
N/A
15.47
16.19
16.76
N/A
 cagr
16
Q
Tata Nifty 50 ETF
260.06 660
12.7
01 Jan' 19
-4.06
9.89
9.9
N/A
15.55
16.14
16.87
N/A
 cagr
16
Q
Axis NIFTY 50 ETF
264.40 1,163
12.3
03 Jul' 17
-4.04
9.97
9.95
N/A
14.23
15.13
15.39
N/A
 cagr
15
Q
HDFC BSE Sensex ETF
87.38 496
12.8
09 Dec' 15
-6.06
8.09
8.98
11.61
14.87
14.42
15.42
14.13
 cagr
14
Q
LIC MF BSE Sensex ETF
870.17 666
12.3
30 Nov' 15
-6.12
8
8.91
11.59
14.73
14.38
15.35
14.12
 cagr
14
Q
UTI BSE Sensex ETF
853.36 49,710
12.2
01 Sep' 15
-6.04
8.08
8.98
11.62
14.64
14.35
15.21
14.22
 cagr
14
Q
HDFC Nifty 50 ETF
269.19 4,839
13
09 Dec' 15
-4.04
9.96
9.94
11.62
14.96
14.24
15.30
14.02
 cagr
14
Q
Bandhan Nifty 50 ETF
263.98 21
12.4
07 Oct' 16
-4.08
9.91
9.84
11.52
14.63
14.22
15.22
13.58
 cagr
14
Q
SBI BSE 100 ETF
279.51 9
11.4
20 Mar' 15
-3.78
11.19
10.74
11.77
14.70
14.21
14.45
14.34
 cagr
14
Q
LIC MF Nifty 50 ETF
268.02 799
12.5
20 Nov' 15
-4.03
9.9
9.89
11.59
14.84
14.19
15.23
14.02
 cagr
14
Q
UTI Nifty 50 ETF
264.82 64,007
12.5
01 Sep' 15
-4.01
9.98
9.95
11.63
14.82
14.17
15.06
14.15
 cagr
14
Q
SBI Nifty 50 ETF
257.17 1,91,909
11.2
22 Jul' 15
-4.03
9.96
9.94
11.62
14.66
14.14
14.84
14.16
 cagr
14
Q
LIC MF Nifty 100 ETF
270.38 668
13.4
17 Mar' 16
-4.12
10.85
9.98
11.25
14.79
13.86
14.97
13.63
 cagr
14
Q
Nippon India ETF BSE Sensex
885.57 23,641
10.9
24 Sep' 14
-6.05
8.11
8.99
11.6
14.04
13.72
13.98
13.61
 cagr
14
Q
ICICI Pru Nifty 50 ETF
270.72 36,877
12.9
20 Mar' 13
-4.01
9.99
9.97
11.63
14.25
13.46
13.64
13.48
 cagr
13
Q
SBI BSE Sensex ETF
858.49 1,09,850
12.5
15 Mar' 13
-6.06
8.07
8.97
11.61
14.04
13.45
13.83
13.61
 cagr
13
Q
Aditya Birla SL Nifty 50 ETF
28.00 2,866
11.6
21 Jul' 11
-3.99
9.99
9.96
11.59
14.21
13.43
13.53
13.35
 cagr
13
Q
Kotak Nifty 50 ETF
265.01 3,092
11.6
02 Feb' 10
-4.01
9.94
9.9
11.55
14.18
13.40
13.40
12.54
 cagr
13
Q
Invesco India Nifty 50 ETF
2739.81 95
11.5
13 Jun' 11
-4.07
9.91
9.89
11.57
14.20
13.38
13.42
13.21
 cagr
13
Q
Quantum Nifty 50 ETF
262.97 75
11.6
10 Jul' 08
-4.08
9.91
9.9
11.55
14.15
13.37
13.36
12.53
 cagr
13
Q
Quantum Nifty 50 ETF
262.97 75
11.6
10 Jul' 08
-4.08
9.91
9.9
11.55
14.15
13.37
13.36
12.53
 cagr
13
Q
SBI BSE Sensex Next 50 ETF
886.25 22
14.2
25 Sep' 18
-3.07
18.69
14.85
N/A
19.07
20.55
20.98
N/A
 cagr
21
Q
ICICI Pru Nifty 100 Low Volatility 30 ETF
21.47 3,305
13
04 Jul' 17
-1.95
12.84
11.2
N/A
14.69
15.83
15.82
N/A
 cagr
16
Q
ICICI Pru BSE Sensex ETF
885.58 26,368
15.6
10 Jan' 03
-6.04
8.12
9.01
11.59
14.01
13.35
13.48
12.11
 cagr
13
Q
ICICI Pru Nifty 100 ETF
27.57 144
13.9
20 Aug' 13
-4.33
10.66
9.76
11.07
13.99
13.29
13.25
13.18
 cagr
13
Q
Kotak BSE Sensex ETF
84.54 23
10.6
06 Jun' 08
-6.16
7.89
8.77
11.39
13.81
13.16
13.29
12.56
 cagr
13
Q
Motilal Oswal Nifty 50 ETF
250.10 52
10.2
28 Jul' 10
-4.02
9.97
9.94
11.37
13.83
12.98
12.86
12.01
 cagr
13
Q
Bharat 22 ETF
121.89 9,797
15.7
24 Nov' 17
8.84
24.68
25.92
N/A
20.69
23.57
23.41
N/A
 cagr
24
Q
CPSE ETF-(FFO)-2
103.31 25,288
16.1
25 Mar' 17
14.67
36.14
34.65
15.06
21.66
22.20
22.70
14.85
 cagr
22
Q
Mirae Asset Nifty Next 50 ETF
695.91 1,057
15
24 Jan' 20
-3.39
17.62
12.79
N/A
22.18
19.21
19.18
N/A
 cagr
19
Q
Aditya Birla SL Nifty Next 50 ETF
70.97 91
13.4
18 Dec' 18
-3.45
17.69
12.85
N/A
18.36
18.39
19.67
N/A
 cagr
18
Q
ICICI Pru Nifty Next 50 ETF
71.21 2,056
11.7
23 Aug' 18
-3.39
17.68
12.84
N/A
17.45
18.16
18.60
N/A
 cagr
18
Q
Motilal Oswal Nifty Midcap 100 ETF
62.29 727
14.5
31 Jan' 11
2.4
21.23
18
13.68
19.13
18.02
16.75
15.26
 cagr
18
Q
CPSE ETF
103.31 25,288
15.9
28 Mar' 14
14.67
36.14
34.65
15.06
20.85
16.40
13.17
14.25
 cagr
16
Q
UTI Nifty Next 50 ETF
72.76 2,007
11.6
04 Aug' 17
-3.33
17.7
12.87
N/A
14.68
15.89
15.89
N/A
 cagr
16
Q
Aditya Birla SL Nifty Bank ETF
57.08 2,284
10.8
23 Oct' 19
-1.91
8.09
9.19
N/A
17.99
15.67
15.97
N/A
 cagr
16
Q
SBI Nifty 200 Quality 30 ETF
214.38 70
12.2
10 Dec' 18
-3.97
10.27
9.18
N/A
15.03
15.65
16.43
N/A
 cagr
16
Q
ICICI Pru Nifty Bank ETF
57.17 2,599
9.7
10 Jul' 19
-1.91
8.11
9.21
N/A
16.27
15.36
15.59
N/A
 cagr
15
Q
Nippon India ETF Nifty Next 50 Junior BeES
728.82 7,287
9
21 Feb' 03
-3.46
17.6
12.75
11
15.95
15.22
15.11
14.15
 cagr
15
Q
Nippon India ETF Nifty Dividend Opportunities ...
79.72 72
13.6
15 Apr' 14
-1.67
15.1
15.05
12.76
16.47
15.13
14.35
14.85
 cagr
15
Q
HDFC NIFTY Bank ETF
57.32 2,408
18.2
21 Aug' 20
-1.92
8.07
9.16
N/A
15.53
14.38
15.29
N/A
 cagr
14
Q
Nippon India ETF Nifty India Consumption
124.56 196
13.7
10 Apr' 14
-3.07
13.61
12.37
12
14.73
14.25
13.55
14.10
 cagr
14
Q
UTI Nifty Bank ETF
57.59 3,320
17.3
03 Sep' 20
-1.89
8.13
9.25
N/A
14.96
14.22
15.03
N/A
 cagr
14
Q
ICICI Pru BSE Midcap Select ETF
17.29 86
13.4
04 Jul' 16
-2.57
18.82
12.76
11.02
15.85
14.20
15.47
13.32
 cagr
14
Q
Bandhan BSE Sensex ETF
838.74 1
12.2
07 Oct' 16
-6.37
7.69
8.57
11.3
14.43
14.09
15.01
13.45
 cagr
14
Q
SBI Nifty Next 50 ETF
722.08 2,583
12.7
20 Mar' 15
-3.44
17.63
12.8
11.03
16.16
13.97
13.78
14.83
 cagr
14
Q
Nippon India ETF Nifty Bank BeES
576.54 7,979
15.9
27 May' 04
-1.95
8.06
9.16
10.18
14.68
13.68
13.73
13.80
 cagr
14
Q
Nippon India ETF Nifty 50 BeES
272.11 57,633
15.1
28 Dec' 01
-4.02
9.98
9.96
11.64
14.21
13.41
13.41
11.98
 cagr
13
Q
Axis NIFTY Bank ETF
574.17 316
16.5
03 Nov' 20
-1.97
8.05
9.18
N/A
12.88
13.39
13.10
N/A
 cagr
13
Q
Tata Nifty Pvt Bank ETF
276.50 10
9.3
30 Aug' 19
-5.65
6
6.87
N/A
14.18
13.27
13.07
N/A
 cagr
13
Q
Aditya Birla SL BSE Sensex ETF
77.67 250
11.2
18 Jul' 16
-6
8.09
8.97
10.34
13.50
13.24
14.44
12.42
 cagr
13
Q
Mirae Asset Nifty 100 ESG Sector Leaders ETF
40.93 95
11.9
18 Nov' 20
-4.74
10.14
8.59
N/A
12.01
13.17
11.89
N/A
 cagr
13
Q
ICICI Pru Nifty Private Bank ETF
26.95 2,516
8.3
09 Aug' 19
-5.78
5.95
6.8
N/A
13.98
13.17
12.90
N/A
 cagr
13
Q
Nippon India ETF Nifty 100
262.05 322
12.7
25 Mar' 13
-4.36
10.63
9.72
10.74
13.63
12.92
12.90
12.82
 cagr
13
Q
SBI Nifty Bank ETF
571.98 3,374
10.8
20 Mar' 15
-1.94
8.07
9.17
10.19
14.75
12.76
11.98
13.03
 cagr
13
Q
Kotak Nifty Bank ETF
57.79 4,395
10.4
04 Dec' 14
-1.91
8.06
9.14
10.15
14.70
12.67
11.86
12.74
 cagr
13
Q
Kotak Nifty Bank ETF
57.79 4,395
10.4
04 Dec' 14
-1.91
8.06
9.14
10.15
14.70
12.67
11.86
12.74
 cagr
13
Q
Nippon India ETF Nifty Infrastructure BeES
940.03 175
6
04 Oct' 10
1.12
18.65
15.81
12.14
14.53
12.16
10.22
8.82
 cagr
12
Q
SBI Nifty Private Bank ETF
272.51 366
13.8
19 Oct' 20
-5.78
5.93
6.73
N/A
11.12
11.62
11.03
N/A
 cagr
12
Q
Nippon India ETF Nifty 50 Shariah BeES
463.50 52
12.2
18 Mar' 09
-10.7
3.89
3.58
8.43
11.65
11.54
12.22
11.34
 cagr
12
Q
Nippon India ETF Nifty IT
34.23 3,396
15.3
26 Jun' 20
-19.51
2.35
4.22
N/A
15.46
11.06
12.23
N/A
 cagr
11
Q
Nippon India ETF Nifty PSU Bank BeES
97.64 4,635
7.4
25 Oct' 07
25.88
28.65
30.07
9.37
17.51
10.75
5.70
2.70
 cagr
11
Q
Kotak Nifty PSU Bank ETF
875.18 2,148
6.9
08 Nov' 07
25.87
28.67
30.03
9.3
17.47
10.69
5.61
2.62
 cagr
11
Q
ICICI Pru Nifty IT ETF
34.22 434
11.8
17 Aug' 20
-19.45
2.41
4.28
N/A
13.01
10.31
10.56
N/A
 cagr
10
Q
SBI Nifty IT ETF
341.79 65
8.9
19 Oct' 20
-19.49
2.36
4.23
N/A
10.31
9.61
9.37
N/A
 cagr
10
Q
Kotak Nifty IT ETF
34.15 383
6
02 Mar' 21
-19.3
2.5
4.37
N/A
5.94
8.50
5.12
N/A
 cagr
9
Q
Axis NIFTY IT ETF
339.60 150
5.6
25 Mar' 21
-19.49
2.34
4.24
N/A
5.81
8.37
4.99
N/A
 cagr
8
Q
Motilal Oswal BSE Enhanced Value ETF
115.07 147
33.2
22 Aug' 22
11.53
30.36
N/A
N/A
39.47
34.31
N/A
N/A
 cagr
N/A
Q
ICICI Pru Nifty PSU Bank ETF
88.65 110
33.5
15 Mar' 23
26.02
28.88
N/A
N/A
30.02
28.75
N/A
N/A
 cagr
N/A
Q
ICICI Pru Nifty Auto ETF
27.41 162
22.3
12 Jan' 22
12.51
25.55
N/A
N/A
28.64
27.15
N/A
N/A
 cagr
N/A
Q
Nippon India Nifty Auto ETF
273.72 414
23.4
24 Jan' 22
12.44
25.46
N/A
N/A
28.57
27.08
N/A
N/A
 cagr
N/A
Q
Kotak Nifty Midcap 50 ETF
16.78 166
18.3
28 Jan' 22
3.45
21.52
N/A
N/A
25.26
24.70
N/A
N/A
 cagr
N/A
Q
Kotak Nifty Midcap 50 ETF
16.78 166
18.3
28 Jan' 22
3.45
21.52
N/A
N/A
25.26
24.70
N/A
N/A
 cagr
N/A
Q
Motilal Oswal BSE Healthcare ETF
43.15 41
18.6
29 Jul' 22
1.17
24.42
N/A
N/A
26.96
24.23
N/A
N/A
 cagr
N/A
Q
ICICI Pru Nifty Financial Services Ex-Bank ETF
31.19 243
19.6
25 Nov' 22
2.65
20.73
N/A
N/A
24.62
23.87
N/A
N/A
 cagr
N/A
Q
Mirae Asset Nifty Midcap 150 ETF
21.72 1,427
19.6
09 Mar' 22
2.22
20.22
N/A
N/A
24.44
23.43
N/A
N/A
 cagr
N/A
Q
HDFC NIFTY Midcap 150 ETF
21.53 121
21.6
15 Feb' 23
2.03
20.06
N/A
N/A
23.09
22.14
N/A
N/A
 cagr
N/A
Q
ICICI Pru Nifty Infrastructure ETF
93.58 365
18.1
17 Aug' 22
1.49
19.27
N/A
N/A
24.72
21.62
N/A
N/A
 cagr
N/A
Q
Mirae Asset Nifty India Manufacturing ETF
154.22 227
17.7
27 Jan' 22
7.39
21.06
N/A
N/A
22.21
21.55
N/A
N/A
 cagr
N/A
Q
Aditya Birla SL Nifty Healthcare ETF
14.58 73
12.1
21 Oct' 21
4.21
23.8
N/A
N/A
19.49
21.35
N/A
N/A
 cagr
N/A
Q
ICICI Pru Nifty Healthcare ETF
145.39 157
12.2
18 May' 21
4.3
23.63
N/A
N/A
16.24
20.00
N/A
N/A
 cagr
N/A
Q
ICICI Pru Nifty Commodities ETF
99.22 110
15.9
15 Dec' 22
8.57
18.73
N/A
N/A
22.00
19.87
N/A
N/A
 cagr
N/A
Q
Axis NIFTY Healthcare ETF
144.32 20
11.7
17 May' 21
4.06
23.38
N/A
N/A
16.01
19.77
N/A
N/A
 cagr
N/A
Q
Nippon India Nifty Pharma ETF
22.74 1,059
10
06 Jul' 21
5.7
23.33
N/A
N/A
16.40
19.69
N/A
N/A
 cagr
N/A
Q
HDFC NIFTY Smallcap 250 ETF
158.49 2,020
19.1
15 Feb' 23
-5.17
17.8
N/A
N/A
21.50
19.42
N/A
N/A
 cagr
N/A
Q
HDFC NIFTY Next 50 ETF
68.95 107
14.6
05 Aug' 22
-3.57
17.49
N/A
N/A
22.97
18.77
N/A
N/A
 cagr
N/A
Q
SBI Nifty Consumption ETF
115.41 21
13.2
22 Jul' 21
-3.03
13.67
N/A
N/A
16.43
17.92
N/A
N/A
 cagr
N/A
Q
Kotak Nifty Alpha 50 ETF
47.71 684
8.9
22 Dec' 21
-3.51
19.2
N/A
N/A
19.13
17.65
N/A
N/A
 cagr
N/A
Q
Motilal Oswal BSE Quality ETF
193.99 20
15.8
22 Aug' 22
1.33
15.48
N/A
N/A
20.51
17.64
N/A
N/A
 cagr
N/A
Q
Tata Nifty India Digital ETF
81.49 152
6.2
31 Mar' 22
-11.28
13.04
N/A
N/A
18.34
17.47
N/A
N/A
 cagr
N/A
Q
Axis NIFTY India Consumption ETF
115.15 12
10.7
17 Sep' 21
-3.11
13.54
N/A
N/A
16.30
17.39
N/A
N/A
 cagr
N/A
Q
ICICI Pru Nifty India Consumption ETF
115.84 51
11.8
28 Oct' 21
-2.96
13.75
N/A
N/A
16.63
17.34
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
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