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Exchange Traded Funds (ETFs) 2026

Decizen(Understand the Method):- Q: Quality,
Compare Funds
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 CAGR
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Q
Tata Nifty India Digital ETF
79.49 167
5.6
31 Mar' 22
-9.74
13.14
N/A
N/A
16.78
16.68
N/A
N/A
 cagr
N/A
Q
Motilal Oswal Nifty 200 Momentum 30 ETF
60.18 154
9.9
10 Feb' 22
2.61
16.23
N/A
N/A
18.62
16.63
N/A
N/A
 cagr
N/A
Q
HDFC NIFTY200 Momentum 30 ETF
29.99 100
13.2
11 Oct' 22
-0.16
14.6
N/A
N/A
20.35
16.31
N/A
N/A
 cagr
N/A
Q
Aditya Birla SL Nifty 200 Momentum 30 ETF
30.10 44
13
12 Aug' 22
-0.32
14.68
N/A
N/A
20.34
16.30
N/A
N/A
 cagr
N/A
Q
ICICI Pru Nifty 200 Momentum 30 ETF
30.27 656
14.2
04 Aug' 22
-0.23
14.56
N/A
N/A
20.23
16.22
N/A
N/A
 cagr
N/A
Q
Kotak NIFTY MNC ETF
32.21 47
14.2
05 Aug' 22
15.68
17.04
N/A
N/A
17.01
16.09
N/A
N/A
 cagr
N/A
Q
Kotak Nifty 100 Low Volatility 30 ETF
20.16 196
11.8
23 Mar' 22
-0.1
12.98
N/A
N/A
15.93
15.97
N/A
N/A
 cagr
N/A
Q
Motilal Oswal BSE Low Volatility ETF
35.62 67
11.3
23 Mar' 22
-0.35
13
N/A
N/A
15.40
15.22
N/A
N/A
 cagr
N/A
Q
HDFC NIFTY100 Low Volatility 30 ETF
19.71 13
13
11 Oct' 22
-0.3
12.76
N/A
N/A
16.31
15.07
N/A
N/A
 cagr
N/A
Q
HDFC BSE 500 ETF
35.61 23
12.8
15 Feb' 23
-0.66
13.11
N/A
N/A
15.23
13.67
N/A
N/A
 cagr
N/A
Q
HDFC NIFTY100 Quality 30 ETF
56.31 21
10.7
23 Sep' 22
0.1
11.11
N/A
N/A
14.59
13.45
N/A
N/A
 cagr
N/A
Q
Mirae Asset Nifty Financial Services ETF
26.08 432
9.9
30 Jul' 21
-0.93
11.18
N/A
N/A
12.38
13.33
N/A
N/A
 cagr
N/A
Q
DSP Nifty Midcap 150 Quality 50 ETF
240.91 95
7.6
23 Dec' 21
2.4
14.03
N/A
N/A
12.10
13.27
N/A
N/A
 cagr
N/A
Q
Aditya Birla SL Nifty 200 Quality 30 ETF
20.64 26
9.3
12 Aug' 22
-1.41
11.1
N/A
N/A
14.29
13.13
N/A
N/A
 cagr
N/A
Q
HDFC Nifty 100 ETF
24.93 45
9.3
05 Aug' 22
-2.5
10.82
N/A
N/A
13.73
12.83
N/A
N/A
 cagr
N/A
Q
DSP Nifty 50 ETF
243.44 271
8.3
23 Dec' 21
-0.32
11.14
N/A
N/A
12.14
12.79
N/A
N/A
 cagr
N/A
Q
Mirae Asset Nifty 100 Low Volatility 30 ETF
197.35 47
14.4
24 Mar' 23
1.65
14.25
N/A
N/A
14.45
12.65
N/A
N/A
 cagr
N/A
Q
HDFC NIFTY50 Value 20 ETF
126.01 36
10.8
23 Sep' 22
-5.52
9.43
N/A
N/A
14.03
12.56
N/A
N/A
 cagr
N/A
Q
Kotak NIFTY India Consumption ETF
11.38 34
11.6
28 Jul' 22
-1.03
13.23
N/A
N/A
14.11
11.17
N/A
N/A
 cagr
N/A
Q
Kotak NIFTY India Consumption ETF
11.38 34
11.6
28 Jul' 22
-1.03
13.23
N/A
N/A
14.11
11.17
N/A
N/A
 cagr
N/A
Q
ICICI Pru Nifty FMCG ETF
52.41 767
7.4
05 Aug' 21
-10.64
0.48
N/A
N/A
11.03
11.13
N/A
N/A
 cagr
N/A
Q
DSP Nifty Bank ETF
56.25 603
7.8
03 Jan' 23
0.2
8.99
N/A
N/A
11.72
10.37
N/A
N/A
 cagr
N/A
Q
HDFC NIFTY Growth Sectors 15 ETF
111.06 22
6.2
23 Sep' 22
-3.86
6.27
N/A
N/A
10.76
10.02
N/A
N/A
 cagr
N/A
Q
HDFC NIFTY Private Bank ETF
27.14 364
6.5
16 Nov' 22
-4.33
5.88
N/A
N/A
8.83
8.54
N/A
N/A
 cagr
N/A
Q
Axis BSE Sensex ETF
76.44 124
9.2
24 Mar' 23
-7.24
7.2
N/A
N/A
10.26
7.50
N/A
N/A
 cagr
N/A
Q
Aditya Birla SL Nifty IT ETF
30.86 42
-2.3
29 Oct' 21
-20.4
2.08
N/A
N/A
4.55
7.06
N/A
N/A
 cagr
N/A
Q
HDFC NIFTY IT ETF
30.16 69
0.2
16 Nov' 22
-20.93
1.89
N/A
N/A
8.05
5.38
N/A
N/A
 cagr
N/A
Q
Groww Nifty 500 Low Volatility 50 ETF
10.04 4
0.4
13 Jun' 25
N/A
N/A
N/A
N/A
-1.57
N/A
N/A
N/A
 cagr
N/A
Q
Edelweiss Nifty 50 ETF
23.28 16
-18.9
20 Nov' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Groww Nifty Chemicals ETF
29.06 9
2.2
13 Jan' 26
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Mirae Asset Nifty50 Equal Weight ETF
319.07 148
6.6
09 May' 25
N/A
N/A
N/A
N/A
2.40
N/A
N/A
N/A
 cagr
N/A
Q
DSP BSE Top 10 Banks ETF
16.29 205
-19.4
06 Mar' 26
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
DSP Nifty Top 10 Equal Weight ETF
85.38 755
-6.9
05 Sep' 24
-8.23
N/A
N/A
N/A
-1.66
N/A
N/A
N/A
 cagr
N/A
Q
Edelweiss Nifty 50 ETF
23.28 16
-18.9
20 Nov' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Mirae Asset BSE 500 Dividend Leaders 50 ETF
34.79 10
-4.6
15 Dec' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Motilal Oswal Nifty 50 Equal Weight ETF
32.02 129
6.4
02 May' 25
N/A
N/A
N/A
N/A
2.92
N/A
N/A
N/A
 cagr
N/A
Q
Edelweiss BSE Capital Markets & Insurance ETF
23.02 15
7.9
30 Dec' 24
14.49
N/A
N/A
N/A
15.07
N/A
N/A
N/A
 cagr
N/A
Q
Edelweiss BSE Sensex ETF
74.16 15
-22.9
20 Nov' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
DSP BSE Sensex ETF
75.97 3
4.9
27 Jul' 23
-3.09
N/A
N/A
N/A
8.04
N/A
N/A
N/A
 cagr
N/A
Q
SBI Nifty50 Equal Weight ETF
32.10 38
1.5
16 Jul' 24
5.51
N/A
N/A
N/A
5.93
N/A
N/A
N/A
 cagr
N/A
Q
UTI Nifty IT ETF
296.85 6
-8.3
25 Jan' 24
-20.87
N/A
N/A
N/A
-6.63
N/A
N/A
N/A
 cagr
N/A
Q
DSP Nifty500 Flexicap Quality 30 ETF
9.53 14
-14.2
10 Oct' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
DSP Nifty Private Bank ETF
27.04 550
5.2
27 Jul' 23
-3.83
N/A
N/A
N/A
7.72
N/A
N/A
N/A
 cagr
N/A
Q
Angel One Nifty 50 ETF
9.54 22
-4.4
22 May' 25
-4.06
N/A
N/A
N/A
-6.12
N/A
N/A
N/A
 cagr
N/A
Q
Aditya Birla SL BSE Top 10 Banks ETF
162.78 272
-32.8
26 Feb' 26
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Motilal Oswal Nifty Services Sector ETF
29.51 5
-22.5
24 Nov' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Mirae Asset BSE Sensex ETF
76.01 43
5.5
29 Sep' 23
-3.12
N/A
N/A
N/A
6.48
N/A
N/A
N/A
 cagr
N/A
Q
Motilal Oswal BSE Top 10 Banks ETF
16.29 6
15.2
06 Apr' 26
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Zerodha Nifty 50 ETF
9.27 58
-10.9
14 Oct' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Mirae Asset Nifty Top 20 Equal Weight ETF
8.34 12
-26.5
15 Dec' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Zerodha Nifty 100 ETF
10.12 153
0.6
12 Jun' 24
1.17
N/A
N/A
N/A
2.59
N/A
N/A
N/A
 cagr
N/A
Q
Bajaj Finserv Nifty 50 ETF
237.83 172
4.1
19 Jan' 24
-0.32
N/A
N/A
N/A
4.26
N/A
N/A
N/A
 cagr
N/A
Q
Groww Nifty 50 ETF
9.34 31
-7.3
18 Jul' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
DSP Nifty IT ETF
29.91 146
0.5
07 Jul' 23
-15.99
N/A
N/A
N/A
3.56
N/A
N/A
N/A
 cagr
N/A
Q
ICICI Pru Nifty Top 15 Equal Weight ETF
9.48 13
-10.2
26 Jun' 25
N/A
N/A
N/A
N/A
-9.31
N/A
N/A
N/A
 cagr
N/A
Q
Motilal Oswal Nifty 100 ETF
24.28 13
-9
13 Oct' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Mirae Asset Nifty IT ETF
29.90 98
-1.9
20 Oct' 23
-16.04
N/A
N/A
N/A
-1.19
N/A
N/A
N/A
 cagr
N/A
Q
ICICI Pru Nifty 200 Quality 30 ETF
20.43 143
8.9
07 Aug' 23
-1.51
N/A
N/A
N/A
7.88
N/A
N/A
N/A
 cagr
N/A
Q
Groww Nifty EV & New Age Automotive ETF
30.28 268
-3.2
07 Aug' 24
10.27
N/A
N/A
N/A
2.38
N/A
N/A
N/A
 cagr
N/A
Q
Angel One Nifty Total Market Momentum Quality ...
9.97 7
-0.5
21 Nov' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Motilal Oswal Nifty India Manufacturing ETF
154.15 2
10
23 May' 25
N/A
N/A
N/A
N/A
10.03
N/A
N/A
N/A
 cagr
N/A
Q
Kotak Nifty Chemicals ETF
29.10 95
-2.1
12 Nov' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Mirae Asset Nifty EV and New Age Automotive ET...
30.38 160
-4.5
10 Jul' 24
10.44
N/A
N/A
N/A
1.17
N/A
N/A
N/A
 cagr
N/A
Q
Nippon India Nifty India Manufacturing ETF
154.97 9
11.2
26 Aug' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Motilal Oswal Nifty MNC ETF
31.24 2
6.2
01 Dec' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Kotak Nifty200 Quality 30 ETF
20.00 3
-4.3
14 Jul' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Edelweiss Nifty500 Multicap Momentum Quality 5...
41.34 34
-5.3
31 Oct' 24
5.91
N/A
N/A
N/A
-1.11
N/A
N/A
N/A
 cagr
N/A
Q
Mirae Asset Nifty 500 Healthcare ETF
19.98 9
32.5
10 Feb' 26
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
ICICI Pru Nifty EV & New Age Automotive ETF
30.34 60
20.9
07 Apr' 25
4.53
N/A
N/A
N/A
6.53
N/A
N/A
N/A
 cagr
N/A
Q
Mirae Asset BSE India Defence ETF
74.69 76
40.2
13 Feb' 26
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
DSP Nifty Healthcare ETF
155.79 14
14.3
01 Feb' 24
6.56
N/A
N/A
N/A
7.73
N/A
N/A
N/A
 cagr
N/A
Q
Motilal Oswal Nifty India Defence ETF
98.69 1,368
15.5
21 Aug' 24
25.94
N/A
N/A
N/A
20.58
N/A
N/A
N/A
 cagr
N/A
Q
Groww Nifty India Defence ETF
89.80 319
21.1
08 Oct' 24
25.81
N/A
N/A
N/A
21.90
N/A
N/A
N/A
 cagr
N/A
Q
Edelweiss Nifty Bank ETF
55.42 12
4.6
10 Sep' 24
0.16
N/A
N/A
N/A
8.99
N/A
N/A
N/A
 cagr
N/A
Q
Angel One Nifty Total Market ETF
11.30 42
10
28 Feb' 25
-0.09
N/A
N/A
N/A
2.50
N/A
N/A
N/A
 cagr
N/A
Q
Mirae Asset Nifty Bank ETF
559.76 297
6.9
20 Jul' 23
0.26
N/A
N/A
N/A
10.93
N/A
N/A
N/A
 cagr
N/A
Q
Kotak MSCI India ETF
28.52 1,569
4.7
19 Feb' 25
-0.75
N/A
N/A
N/A
2.15
N/A
N/A
N/A
 cagr
N/A
Q
Groww Nifty PSE ETF
99.10 18
-12.3
09 Feb' 26
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Baroda BNP Paribas NIFTY Bank ETF
55.39 4
4.9
18 Jun' 24
-1.77
N/A
N/A
N/A
8.75
N/A
N/A
N/A
 cagr
N/A
Q
Groww Nifty 200 ETF
10.85 17
6.5
25 Feb' 25
2.69
N/A
N/A
N/A
2.13
N/A
N/A
N/A
 cagr
N/A
Q
Bajaj Finserv Nifty Bank ETF
55.85 388
8.7
19 Jan' 24
0.23
N/A
N/A
N/A
9.20
N/A
N/A
N/A
 cagr
N/A
Q
Aditya Birla SL MSCI India ETF
28.21 10
-21.1
17 Feb' 26
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
ICICI Pru Nifty Oil & Gas ETF
10.96 293
-6.9
19 Jul' 24
-1.9
N/A
N/A
N/A
2.09
N/A
N/A
N/A
 cagr
N/A
Q
DSP MSCI India ETF
28.24 3
-12.6
25 Nov' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
LIC MF Nifty Midcap 100 ETF
60.14 637
10.6
14 Feb' 24
10.89
N/A
N/A
N/A
5.65
N/A
N/A
N/A
 cagr
N/A
Q
Groww BSE Power ETF
11.84 239
22
05 Aug' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Axis Nifty500 Value 50 ETF
33.01 38
24.6
13 Mar' 25
21.53
N/A
N/A
N/A
18.49
N/A
N/A
N/A
 cagr
N/A
Q
Motilal Oswal Nifty Smallcap 250 ETF
16.84 218
9.5
15 Mar' 24
9.31
N/A
N/A
N/A
-0.40
N/A
N/A
N/A
 cagr
N/A
Q
UTI Nifty Midcap 150 ETF
221.20 14
15.9
30 Aug' 23
7.09
N/A
N/A
N/A
12.95
N/A
N/A
N/A
 cagr
N/A
Q
Kotak Nifty 100 Equal Weight ETF
33.49 26
11.7
24 Feb' 25
6.19
N/A
N/A
N/A
7.27
N/A
N/A
N/A
 cagr
N/A
Q
Mirae Asset Nifty Smallcap 250 ETF
16.80 67
-2.2
07 Nov' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Mirae Asset Nifty Energy ETF
39.09 313
16.1
07 Nov' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Aditya Birla SL Nifty PSE ETF
10.25 21
-0.4
17 May' 24
4.43
N/A
N/A
N/A
1.29
N/A
N/A
N/A
 cagr
N/A
Q
DSP Nifty Next 50 ETF
69.32 9
-3.6
05 Jan' 26
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Motilal Oswal Nifty 500 Momentum 50 ETF
51.08 349
-11.8
24 Sep' 24
3.19
N/A
N/A
N/A
-3.79
N/A
N/A
N/A
 cagr
N/A
Q
SBI Nifty Midcap 150 ETF
21.94 12
83.6
30 Mar' 26
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Mirae Asset Nifty India Infrastructure & Logis...
11.74 9
5.4
12 Feb' 26
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
 cagr
N/A
Q
Groww Nifty Midcap 150 ETF
219.56 6
-3
13 Nov' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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N/A
Q
Motilal Oswal BSE India Infrastructure ETF
60.87 3
2.4
16 May' 25
N/A
N/A
N/A
N/A
2.86
N/A
N/A
N/A
 cagr
N/A
Q
SBI Nifty Smallcap 250 ETF
16.77 6
9.3
20 May' 26
N/A
N/A
N/A
N/A
N/A
N/A
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