Mutual Fund Leaderboard

Every open-ended scheme (direct plan, growth option) from AMFI's official NAV history — net of TER by construction. Risk-adjusted, regime-split, percentile-ranked: the columns fund portals don't show. Also see the PMS leaderboard.
Category summaries, rank persistence and benchmark comparisons live on the India Funds Research homepage.
On the Equity tab every period cell reads ACTIVE return % (percentile) — the fund minus its Tier-1 category benchmark — with one absolute CAGR column for overall return; percentiles blend active-return-rank and IR-rank within the peer pool. On other tabs cells read absolute return % (percentile): window cells show annualized CAGR; FY cells show total return, never annualized. Percentile blends return-rank and Sharpe-rank within the category for that window; a year with under half its months (or no data) counts as a neutral 50 in the Score (weighted by months elapsed for the running FY). A * marks partial coverage. Type: Q quant/systematic, F fundamental (name-based heuristic).
Sharpe: rf 6%, monthly arithmetic convention. Bull/sideways split at Oct-2024. IR (equity tabs): full-period active over tracking error vs the scheme's SEBI-standardized Tier-1 category benchmark. Click headers to sort; click a fund for its full page.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.