Ab-SIP-karo-Direct-Befikar

Exchange Traded Funds (ETFs) 2024

Watch Now
Decizen Rating (Understand the Method):- P: Performance, Q: Quality, UP: Upside Potential
13.65
120
18.4
17 Jun' 16
34.53
20.02
18.73
N/A
19.37
17.92
17.77
N/A
Unlock
19.47
2,733
15.4
04 Jul' 17
40.6
18.5
16.98
N/A
15.04
15.66
13.50
N/A
Unlock
816.15
756
14.6
30 Nov' 15
26.35
15.39
14.98
N/A
15.81
14.94
14.83
N/A
Unlock
799.43
1
14.9
07 Oct' 16
25.95
15.01
14.66
N/A
15.68
14.79
14.35
N/A
Unlock
244.51
23
14.7
07 Oct' 16
29.98
16.1
15.03
N/A
15.41
14.44
13.92
N/A
Unlock
245.60
756
14.5
20 Nov' 15
29.82
16.17
15.14
N/A
15.57
14.37
14.21
N/A
Unlock
244.98
50,188
14.5
01 Sep' 15
30.03
16.24
15.14
N/A
15.52
14.32
13.98
N/A
Unlock
249.42
655
15.8
17 Mar' 16
34.26
16.62
15.13
N/A
15.29
13.76
13.60
N/A
Unlock
255.25
72
15.9
20 Aug' 13
34.15
16.4
14.98
12.47
14.91
13.12
11.98
12.56
Unlock
663.69
2,309
14.7
20 Mar' 15
61.18
21.82
17.23
14.46
14.92
12.16
10.72
14.79
Unlock
65.36
503
14.4
23 Aug' 18
61.14
21.85
17.27
N/A
16.17
17.14
14.20
N/A
Unlock
670.21
4,663
9.4
21 Feb' 03
61.12
21.77
17.23
14.2
17.74
15.48
13.70
14.02
Unlock
235.53
1,77,047
12.8
22 Jul' 15
30.02
16.24
15.13
N/A
15.31
14.27
13.69
N/A
Unlock
495.49
5,048
10.9
04 Dec' 14
19.83
12.71
9.12
11.51
13.98
12.51
10.43
11.01
Unlock
780.25
14
17
25 Sep' 18
55.89
23.05
17.22
N/A
18.60
19.72
16.10
N/A
Unlock
34.76
211
15.3
09 May' 18
39.7
18.94
17.08
N/A
17.43
19.39
15.45
N/A
Unlock
140.09
118
16.2
18 Jun' 15
34.41
19.81
18.81
N/A
18.17
17.75
16.97
N/A
Unlock
53.72
381
15.7
03 Feb' 11
61.09
27.42
22.1
15.96
22.04
16.82
14.03
14.52
Unlock
244.71
627
14.9
03 Jul' 17
30.09
16.26
15.15
N/A
14.96
15.84
13.59
N/A
Unlock
81.84
499
15.2
09 Dec' 15
26.46
15.47
15.01
N/A
15.98
14.98
14.90
N/A
Unlock
807.73
38,441
14.5
01 Sep' 15
26.44
15.46
15.02
N/A
15.67
14.87
14.61
N/A
Unlock
494.74
6,191
16.7
27 May' 04
16.85
12.8
9.17
11.37
18.09
14.70
13.46
14.52
Unlock
246.53
3,201
15.1
09 Dec' 15
30.03
16.24
15.14
N/A
15.71
14.40
14.27
N/A
Unlock
829.33
6,698
12.5
24 Sep' 14
26.54
15.48
15.01
12.68
13.30
13.95
12.98
12.05
Unlock
255.26
6
12.9
20 Mar' 15
33.99
17.53
15.82
13.02
14.83
13.92
12.73
13.29
Unlock
67.04
1,885
13.8
04 Aug' 17
61.18
21.88
17.41
N/A
12.66
13.92
10.87
N/A
Unlock
829.07
7,469
16.8
10 Jan' 03
26.52
15.5
15.05
12.66
15.18
13.90
12.35
11.77
Unlock
25.63
2,248
12.8
21 Jul' 11
30.04
16.26
15.17
12.6
15.27
13.81
12.62
12.99
Unlock
242.65
2,277
12.6
02 Feb' 10
33.03
16.64
15.15
12.76
15.30
13.73
12.08
11.98
Unlock
249.15
23,687
16.1
28 Dec' 01
30.06
16.26
15.17
12.55
15.31
13.73
12.10
11.68
Unlock
79.40
26
11.6
06 Jun' 08
29.13
15.59
14.83
12.67
15.04
13.72
12.15
12.17
Unlock
2511.87
81
12.8
16 Jun' 11
29.96
16.19
15.1
12.55
15.22
13.70
12.51
12.79
Unlock
804.19
1,08,029
14.2
15 Mar' 13
26.43
15.45
15.02
12.8
15.33
13.58
13.03
13.13
Unlock
74.26
47
15.8
15 Apr' 14
49.29
25.42
18.79
15.02
14.45
13.44
11.33
12.84
Unlock
72.73
471
13.3
18 Jul' 16
26.46
15.45
15.03
N/A
14.31
13.38
13.14
N/A
Unlock
247.81
14,025
14.5
20 Mar' 13
30.08
16.27
15.17
12.61
15.33
13.36
12.53
12.93
Unlock
112.18
44
15.4
10 Apr' 14
42.05
20.18
16.73
13.91
13.95
13.15
11.48
13.10
Unlock
231.43
39
11.1
28 Jul' 10
30.05
16.23
15.05
12.11
15.04
13.14
11.32
11.32
Unlock
490.75
16
14.3
18 Mar' 09
24.44
9.79
13.85
11.43
13.81
13.12
11.45
11.26
Unlock
242.79
222
14.3
25 Mar' 13
34.08
16.34
14.64
12.02
14.88
12.67
11.64
12.32
Unlock
490.55
4,218
11.4
20 Mar' 15
16.82
12.79
9.19
11.45
15.04
12.61
10.49
11.59
Unlock
151.96
46
15.2
04 Jul' 16
60.77
20.44
16.99
N/A
14.95
11.62
11.11
N/A
Unlock
870.71
89
6.4
04 Oct' 10
63.26
26.74
21.21
11.34
13.77
9.02
6.52
6.62
Unlock
79.75
2,654
7.1
25 Oct' 07
88.77
48.88
16.06
8.5
16.00
4.03
-0.34
0.62
Unlock
715.06
1,428
6.4
08 Nov' 07
96.75
49.79
15.96
8.54
15.93
3.91
-0.46
0.51
Unlock
189.61
313
27.7
24 Jan' 20
57.18
26.17
N/A
N/A
36.24
30.47
N/A
N/A
Unlock
189.91
1,312
24.7
31 Jan' 19
57.17
26.16
22.94
N/A
28.24
27.43
24.42
N/A
Unlock
76.34
33
22.2
30 Jul' 19
55.53
22.77
N/A
N/A
24.33
21.83
N/A
N/A
Unlock
266.97
878
25
12 Aug' 20
57.44
23.77
N/A
N/A
20.59
21.14
N/A
N/A
Unlock
78.14
17
18.7
08 Mar' 19
56
23.01
17.17
N/A
20.90
20.72
18.09
N/A
Unlock
641.54
186
20.5
24 Jan' 20
60.97
21.77
N/A
N/A
23.23
18.84
N/A
N/A
Unlock
48.93
2,630
12
23 Oct' 19
16.86
12.82
N/A
N/A
21.06
18.73
N/A
N/A
Unlock
238.34
611
15.9
01 Jan' 19
29.9
16.21
15.21
N/A
17.15
18.19
15.80
N/A
Unlock
240.42
2,296
16.3
20 Nov' 18
30.04
16.25
15.17
N/A
16.97
18.13
15.62
N/A
Unlock
37.09
1,969
27.5
30 Jun' 20
23.65
12.35
N/A
N/A
21.28
17.71
N/A
N/A
Unlock
49.00
3,186
10.4
10 Jul' 19
16.86
12.83
N/A
N/A
18.23
17.63
N/A
N/A
Unlock
49.15
2,325
24.1
21 Aug' 20
16.77
12.76
N/A
N/A
17.74
17.47
N/A
N/A
Unlock
65.14
66
17.1
18 Dec' 18
61.23
21.88
17.28
N/A
17.37
17.40
16.98
N/A
Unlock
49.76
3,119
23.1
03 Sep' 20
16.87
12.88
N/A
N/A
16.80
16.93
N/A
N/A
Unlock
200.06
73
15.7
10 Dec' 18
33.9
15.7
15.24
N/A
16.51
16.79
15.57
N/A
Unlock
37.03
405
21.3
17 Aug' 20
23.69
12.4
N/A
N/A
17.37
16.29
N/A
N/A
Unlock
248.11
8
11
30 Aug' 19
14.94
10.4
N/A
N/A
16.84
15.42
N/A
N/A
Unlock
24.24
2,225
9.5
09 Aug' 19
14.93
10.32
N/A
N/A
16.55
15.16
N/A
N/A
Unlock
370.25
123
17.1
19 Oct' 20
23.61
12.35
N/A
N/A
12.90
15.12
N/A
N/A
Unlock
38.05
136
17
18 Nov' 20
31.91
14.24
N/A
N/A
11.40
14.61
N/A
N/A
Unlock
496.79
192
22.1
03 Nov' 20
16.77
12.81
N/A
N/A
13.23
14.14
N/A
N/A
Unlock
36.88
112
12.8
02 Mar' 21
28.18
13.15
N/A
N/A
4.86
12.66
N/A
N/A
Unlock
370.93
151
12.7
25 Mar' 21
23.58
12.38
N/A
N/A
4.80
12.71
N/A
N/A
Unlock
245.13
209
18.8
19 Oct' 20
14.88
10.21
N/A
N/A
12.64
12.49
N/A
N/A
Unlock
48.88
216
9.7
03 Jan' 23
16.88
N/A
N/A
N/A
14.85
N/A
N/A
N/A
Unlock
24.36
114
5.9
27 Jul' 23
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Unlock
22.07
259
11.4
30 Jul' 21
17.33
N/A
N/A
N/A
10.48
N/A
N/A
N/A
Unlock
24.45
328
9
16 Nov' 22
14.89
N/A
N/A
N/A
12.37
N/A
N/A
N/A
Unlock
490.00
61
8.4
20 Jul' 23
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Unlock
18.41
97
20.3
23 Mar' 22
43.85
N/A
N/A
N/A
21.67
N/A
N/A
N/A
Unlock
18.08
7
27.1
11 Oct' 22
40.68
N/A
N/A
N/A
29.99
N/A
N/A
N/A
Unlock
214.21
81
9.6
23 Dec' 21
33.49
N/A
N/A
N/A
12.98
N/A
N/A
N/A
Unlock
103.03
1
21
28 Jul' 22
44.52
N/A
N/A
N/A
21.46
N/A
N/A
N/A
Unlock
19.10
643
10.7
06 Jul' 21
58.88
N/A
N/A
N/A
12.71
N/A
N/A
N/A
Unlock
230.46
252
13.9
23 Dec' 21
30.02
N/A
N/A
N/A
14.27
N/A
N/A
N/A
Unlock
52.26
12
21.5
23 Sep' 22
35.34
N/A
N/A
N/A
26.25
N/A
N/A
N/A
Unlock
289.80
174
15.9
08 Nov' 21
44.53
N/A
N/A
N/A
19.79
N/A
N/A
N/A
Unlock
23.79
76
27.2
25 Nov' 22
47.35
N/A
N/A
N/A
38.75
N/A
N/A
N/A
Unlock
35.37
43
24.3
23 Mar' 22
43.3
N/A
N/A
N/A
23.95
N/A
N/A
N/A
Unlock
123.43
17
14.3
17 May' 21
58.76
N/A
N/A
N/A
11.48
N/A
N/A
N/A
Unlock
182.72
9
40.1
24 Mar' 23
40.7
N/A
N/A
N/A
38.12
N/A
N/A
N/A
Unlock
104.10
52
17.2
28 Oct' 21
42.3
N/A
N/A
N/A
17.19
N/A
N/A
N/A
Unlock
221.76
136
35.7
24 Jan' 22
75.77
N/A
N/A
N/A
34.14
N/A
N/A
N/A
Unlock
35.63
60
13.1
16 Nov' 22
23.6
N/A
N/A
N/A
23.50
N/A
N/A
N/A
Unlock
19.14
41
17.1
12 Aug' 22
34.19
N/A
N/A
N/A
23.88
N/A
N/A
N/A
Unlock
75.68
117
29.6
24 Mar' 23
26.26
N/A
N/A
N/A
25.20
N/A
N/A
N/A
Unlock
104.72
13
15.5
17 Sep' 21
41.93
N/A
N/A
N/A
16.77
N/A
N/A
N/A
Unlock
189.70
27
27.3
07 Aug' 23
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Unlock
178.49
13
31.7
22 Aug' 22
51.08
N/A
N/A
N/A
31.94
N/A
N/A
N/A
Unlock
110.03
8
14.6
23 Sep' 22
28.63
N/A
N/A
N/A
21.08
N/A
N/A
N/A
Unlock
36.23
120
2.1
29 Oct' 21
23.54
N/A
N/A
N/A
4.60
N/A
N/A
N/A
Unlock
125.76
26
27.6
23 Sep' 22
34.7
N/A
N/A
N/A
27.03
N/A
N/A
N/A
Unlock
22.17
53
33
12 Jan' 22
75.89
N/A
N/A
N/A
34.19
N/A
N/A
N/A
Unlock
122.03
107
14.2
18 May' 21
59.05
N/A
N/A
N/A
11.57
N/A
N/A
N/A
Unlock
225.91
7
22.1
18 Sep' 23
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Unlock
*Based on the Fund's Ranking within its Category
< Prev 1


FAQ's
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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