Ab-SIP-karo-Direct-Befikar

Exchange Traded Funds (ETFs) 2024

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Decizen Rating (Understand the Method): P: Performance, Q: Quality
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15.45
169
18.9
17 Jun' 16
41.24
18.76
23.65
N/A
20.69
18.08
18.42
N/A
Unlock
21.56
3,588
15.8
04 Jul' 17
43.63
17.55
20.78
N/A
16.66
15.81
14.70
N/A
Unlock
886.40
875
14.7
30 Nov' 15
29.42
13.85
18.12
N/A
16.40
14.90
15.09
N/A
Unlock
857.86
1
14.8
07 Oct' 16
29.03
13.52
17.76
N/A
16.32
14.71
14.70
N/A
Unlock
263.72
28
14.7
07 Oct' 16
32.79
14.83
18.7
N/A
16.33
14.50
14.47
N/A
Unlock
267.68
882
14.7
20 Nov' 15
32.79
14.79
18.8
N/A
16.38
14.43
14.62
N/A
Unlock
264.32
62,297
14.6
01 Sep' 15
32.87
14.86
18.82
15.34
16.31
14.38
14.40
14.87
Unlock
271.88
773
15.9
17 Mar' 16
38.34
15.59
19.19
N/A
16.51
13.95
14.19
N/A
Unlock
27.80
102
15.9
20 Aug' 13
38.15
15.38
19.02
15.14
15.33
13.28
12.43
12.90
Unlock
741.27
3,204
15.1
20 Mar' 15
72.02
22.86
23.57
17.38
17.90
12.96
11.98
16.05
Unlock
73.03
926
15.1
23 Aug' 18
72.04
22.91
23.64
N/A
20.97
18.02
17.53
N/A
Unlock
748.35
5,698
9.7
21 Feb' 03
71.87
22.81
23.57
17.16
19.03
15.90
14.02
14.09
Unlock
256.77
2,12,886
13.1
22 Jul' 15
32.87
14.85
18.81
15.3
16.11
14.34
14.13
14.65
Unlock
532.66
5,416
11.1
04 Dec' 14
19.64
12.96
12.78
13.54
14.17
12.55
10.57
11.95
Unlock
871.31
20
17.5
25 Sep' 18
58.04
24.31
24.65
N/A
22.05
20.40
19.03
N/A
Unlock
38.24
303
15.6
09 May' 18
40.59
18.02
21.99
N/A
19.32
19.25
17.17
N/A
Unlock
158.53
178
16.7
18 Jun' 15
41.04
18.59
23.78
18.61
19.40
17.88
17.57
17.78
Unlock
60.27
554
16
03 Feb' 11
49.23
26.3
30.91
18.9
22.24
17.58
14.86
14.89
Unlock
263.98
722
14.9
03 Jul' 17
32.89
14.89
18.82
N/A
16.03
15.76
14.42
N/A
Unlock
74.59
2,582
14.4
04 Aug' 17
72.06
22.91
23.72
N/A
16.96
14.97
13.48
N/A
Unlock
88.95
529
15.3
09 Dec' 15
29.53
13.94
18.17
N/A
16.58
14.94
15.16
N/A
Unlock
868.56
47,976
14.5
01 Sep' 15
29.53
13.91
18.18
15.25
16.26
14.83
14.89
14.79
Unlock
531.77
6,880
16.6
27 May' 04
19.63
13.01
12.85
13.52
16.93
14.69
13.22
14.30
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268.77
4,057
15.2
09 Dec' 15
32.87
14.87
18.82
N/A
16.53
14.47
14.68
N/A
Unlock
83.28
74
16.1
15 Apr' 14
52.75
24.9
24.57
18.48
16.40
14.24
12.38
14.19
Unlock
279.78
10
13.2
20 Mar' 15
37.34
16.6
20.05
15.81
15.88
14.14
13.37
14.36
Unlock
901.37
11,508
12.8
24 Sep' 14
29.57
13.95
18.17
15.22
13.96
13.99
13.37
12.94
Unlock
901.17
13,019
16.8
10 Jan' 03
29.6
13.97
18.21
15.19
14.88
13.93
12.57
11.68
Unlock
264.54
2,587
12.8
02 Feb' 10
32.9
14.79
18.73
15.2
15.15
13.84
12.35
12.17
Unlock
271.63
34,093
16.1
28 Dec' 01
32.89
14.88
18.85
15.23
15.16
13.83
12.35
11.61
Unlock
27.94
2,815
12.9
21 Jul' 11
32.85
14.89
18.85
15.24
15.16
13.82
12.92
13.13
Unlock
2627.38
62
12.7
10 Jul' 08
32.81
14.84
18.77
15.17
14.95
13.75
12.29
12.23
Unlock
86.20
29
11.7
06 Jun' 08
29.27
13.67
17.92
14.98
14.71
13.77
12.36
12.29
Unlock
2737.36
95
13
16 Jun' 11
32.79
14.81
18.76
15.24
15.10
13.73
12.81
12.95
Unlock
127.42
118
15.9
10 Apr' 14
52.5
22.09
21.79
16.73
15.38
13.69
12.26
13.79
Unlock
873.97
1,28,670
14.3
15 Mar' 13
29.53
13.91
18.19
15.22
15.03
13.63
13.32
13.32
Unlock
79.03
543
13.5
18 Jul' 16
29.47
13.91
18.16
N/A
15.06
13.48
13.71
N/A
Unlock
270.19
20,751
14.6
20 Mar' 13
32.91
14.89
18.86
15.28
15.19
13.47
12.90
13.17
Unlock
249.66
47
11.2
28 Jul' 10
32.85
14.9
18.73
14.8
14.50
13.25
11.64
11.54
Unlock
552.46
25
14.7
18 Mar' 09
35.76
9.91
18.23
14.01
13.83
12.95
11.77
11.37
Unlock
264.33
270
14.4
25 Mar' 13
38.03
15.33
18.73
14.73
14.94
12.84
12.08
12.57
Unlock
527.32
4,573
11.6
20 Mar' 15
19.63
13
12.87
13.59
15.18
12.65
10.64
12.49
Unlock
17.80
76
16.3
04 Jul' 16
55.78
21.76
24.87
N/A
17.74
12.60
12.92
N/A
Unlock
908.26
159
6.4
04 Oct' 10
52.83
23.9
24.47
14.79
14.50
10.19
7.45
7.28
Unlock
75.05
2,475
6.4
25 Oct' 07
28.83
40.55
24.39
9.1
16.87
6.16
0.34
1.16
Unlock
672.73
1,349
5.8
08 Nov' 07
28.79
40.57
24.28
9.04
16.81
6.06
0.22
1.06
Unlock
21.45
425
27.4
24 Jan' 20
47.99
25.85
N/A
N/A
38.25
29.41
N/A
N/A
Unlock
214.72
1,752
24.8
31 Jan' 19
47.93
25.87
31.07
N/A
30.66
27.29
27.29
N/A
Unlock
85.21
45
22.2
30 Jul' 19
57.73
24.01
24.33
N/A
27.75
22.25
23.78
N/A
Unlock
118.01
19
20.4
22 Jul' 21
52.6
22.1
N/A
N/A
22.08
21.45
N/A
N/A
Unlock
86.82
24
19
08 Mar' 19
58.09
24.32
24.59
N/A
24.46
21.34
21.67
N/A
Unlock
29.33
1,549
24.1
12 Aug' 20
57.19
21.57
N/A
N/A
25.39
21.31
N/A
N/A
Unlock
117.87
14
17
17 Sep' 21
52.28
22.13
N/A
N/A
22.37
20.40
N/A
N/A
Unlock
713.93
306
20.6
24 Jan' 20
71.98
22.81
N/A
N/A
28.85
19.90
N/A
N/A
Unlock
14.52
40
18.2
21 Oct' 21
53.25
N/A
N/A
N/A
25.07
19.08
N/A
N/A
Unlock
118.34
55
18.8
28 Oct' 21
52.73
N/A
N/A
N/A
23.06
18.88
N/A
N/A
Unlock
62.58
395
17.9
05 Aug' 21
29.11
19.31
N/A
N/A
21.69
18.59
N/A
N/A
Unlock
72.79
62
17.5
18 Dec' 18
72.11
22.93
23.58
N/A
22.38
18.34
20.03
N/A
Unlock
259.78
731
16
01 Jan' 19
32.8
14.84
18.85
N/A
18.33
17.65
16.83
N/A
Unlock
259.40
3,389
16.1
20 Nov' 18
32.87
14.86
18.83
N/A
18.12
17.63
16.54
N/A
Unlock
52.61
2,777
12.2
23 Oct' 19
19.64
13.02
N/A
N/A
20.61
17.41
11.86
N/A
Unlock
22.81
852
14.8
06 Jul' 21
51.44
17.82
N/A
N/A
20.67
17.27
N/A
N/A
Unlock
231.04
122
17
10 Dec' 18
43.73
16.9
20.42
N/A
18.65
16.77
17.49
N/A
Unlock
52.68
2,989
10.8
10 Jul' 19
19.68
13.05
13.06
N/A
18.13
16.69
12.80
N/A
Unlock
144.66
151
17.5
18 May' 21
52.44
18.68
N/A
N/A
18.92
16.13
N/A
N/A
Unlock
144.02
20
17
17 May' 21
52.08
18.46
N/A
N/A
18.71
15.92
N/A
N/A
Unlock
52.83
2,550
22.8
21 Aug' 20
19.64
12.99
N/A
N/A
17.68
15.76
N/A
N/A
Unlock
53.06
3,620
21.6
03 Sep' 20
19.73
13.11
N/A
N/A
16.87
15.35
N/A
N/A
Unlock
44.75
2,505
29.1
30 Jun' 20
34.29
7.95
N/A
N/A
22.62
14.58
N/A
N/A
Unlock
261.00
10
10.9
30 Aug' 19
15.74
11.49
10.64
N/A
16.38
14.49
10.47
N/A
Unlock
25.47
2,570
9.5
09 Aug' 19
15.36
11.47
10.3
N/A
16.13
14.30
10.06
N/A
Unlock
41.04
136
16.7
18 Nov' 20
35.39
13.41
N/A
N/A
14.75
14.06
N/A
N/A
Unlock
529.34
275
20.7
03 Nov' 20
19.59
12.98
N/A
N/A
13.88
13.64
N/A
N/A
Unlock
44.69
483
23.7
17 Aug' 20
34.35
8.02
N/A
N/A
19.38
13.33
N/A
N/A
Unlock
446.66
118
20
19 Oct' 20
34.3
7.95
N/A
N/A
15.74
12.22
N/A
N/A
Unlock
257.54
169
17.5
19 Oct' 20
15.34
11.38
N/A
N/A
12.68
11.89
N/A
N/A
Unlock
24.62
299
13.1
30 Jul' 21
24.59
11.1
N/A
N/A
12.50
11.02
N/A
N/A
Unlock
44.50
196
16.6
02 Mar' 21
34.39
8.11
N/A
N/A
9.67
9.90
N/A
N/A
Unlock
443.88
174
16.3
25 Mar' 21
34.24
8
N/A
N/A
9.56
9.79
N/A
N/A
Unlock
43.68
51
8.3
29 Oct' 21
34.09
N/A
N/A
N/A
10.74
8.28
N/A
N/A
Unlock
25.69
331
9.1
16 Nov' 22
15.35
N/A
N/A
N/A
12.62
N/A
N/A
N/A
Unlock
25.60
203
7.4
27 Jul' 23
15.42
N/A
N/A
N/A
13.17
N/A
N/A
N/A
Unlock
522.34
171
10.1
20 Jul' 23
19.74
N/A
N/A
N/A
18.26
N/A
N/A
N/A
Unlock
52.54
508
11
03 Jan' 23
19.64
N/A
N/A
N/A
16.37
N/A
N/A
N/A
Unlock
20.03
14
25.3
11 Oct' 22
43.77
N/A
N/A
N/A
32.62
N/A
N/A
N/A
Unlock
26.39
92
25.3
25 Nov' 22
36.92
N/A
N/A
N/A
35.73
N/A
N/A
N/A
Unlock
42.59
43
32
07 Jul' 23
34.21
N/A
N/A
N/A
37.77
N/A
N/A
N/A
Unlock
22.14
54
20.2
12 Aug' 22
44.14
N/A
N/A
N/A
29.53
N/A
N/A
N/A
Unlock
246.12
8
19.5
18 Sep' 23
32.63
N/A
N/A
N/A
30.73
N/A
N/A
N/A
Unlock
20.42
162
20.4
23 Mar' 22
43.97
N/A
N/A
N/A
25.95
N/A
N/A
N/A
Unlock
81.34
135
24.1
24 Mar' 23
29.37
N/A
N/A
N/A
25.09
N/A
N/A
N/A
Unlock
251.69
103
13.9
23 Dec' 21
38.21
N/A
N/A
N/A
19.54
N/A
N/A
N/A
Unlock
240.73
231
31.5
24 Jan' 22
67.76
N/A
N/A
N/A
42.70
N/A
N/A
N/A
Unlock
24.09
99
29.6
12 Jan' 22
67.99
N/A
N/A
N/A
42.77
N/A
N/A
N/A
Unlock
316.37
220
16.1
08 Nov' 21
42.5
N/A
N/A
N/A
24.43
N/A
N/A
N/A
Unlock
80.91
8
17.1
27 Jul' 23
29.32
N/A
N/A
N/A
25.69
N/A
N/A
N/A
Unlock
37.47
87
21.4
23 Mar' 22
42.29
N/A
N/A
N/A
28.10
N/A
N/A
N/A
Unlock
21.94
101
28.6
07 Aug' 23
44
N/A
N/A
N/A
41.56
N/A
N/A
N/A
Unlock
29.73
24
21.2
05 Aug' 22
49.14
N/A
N/A
N/A
29.77
N/A
N/A
N/A
Unlock
251.21
390
14.5
23 Dec' 21
32.87
N/A
N/A
N/A
18.04
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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