Contents
New fund offers
| Fund | Type | Closes | Minimum | Existing funds |
|---|---|---|---|---|
| Axis Nifty EV & New Age Automotive Index FundAxis | Index fund · Nifty EV & New Age Automotive | 30 OctCloses tomorrow | ₹100 | 2 on the same index |
| Carnelian Small Cap FundCarnelian | Small cap | 30 OctCloses tomorrow | ₹500 | 36 in the category |
| ICICI Prudential BSE Power ETFICICI Prudential | ETF · BSE Power | 30 OctCloses tomorrow | ₹1,000 | 1 on the same index |
| Samco Equity Savings FundSamco | Equity savings | 2 NovCloses in 4 days | ₹5,000 | 22 in the category |
| UTI Financial Services Debt FundUTI | Sectoral debt | 2 NovCloses in 4 days | ₹500 | 2 in the category |
| Choice Large & Mid Cap FundChoice | Large & mid cap | 3 NovCloses in 5 days | ₹1,000 | 36 in the category |
| Motilal Oswal Multi Asset Omni Fund of FundsMotilal Oswal | Fund of funds | 4 NovCloses in 6 days | ₹500 | – |
| Navi Multi Asset Omni FoFNavi | Fund of funds | 4 NovCloses in 6 days | ₹100 | – |
All open and upcoming NFOs, and what to check before investing in one
Mutual fund calculators
- SIP CalculatorWhat a monthly SIP could grow to, with a step-up, and the SIP you need for a goal.
- Mutual Fund Commission CalculatorWhat the regular plan’s commission costs you over time, against the direct plan.
- Mutual Fund Portfolio AnalyzerHow concentrated your funds are, and how many holdings you effectively own.
- XIRR CalculatorThe real annual return on a SIP or on investments made on different dates.
Fund analysis
Fund-by-fund pages for the largest equity funds: returns against the category, the worst fall, 3-year rolling returns, cost and the Genvest AI score. All 61 funds analysed.
- Large cap funds (10)ICICI Prudential Large Cap Fund · SBI Large Cap Fund · Nippon India Large Cap Fund · HDFC Large Cap Fund
- Large & mid cap funds (1)Mirae Asset Large & Midcap Fund
- Mid cap funds (15)HDFC Mid Cap Fund · Kotak Mid Cap Fund · Nippon India Growth Mid Cap Fund · Motilal Oswal Midcap Fund
- Small cap funds (13)Nippon India Small Cap Fund · HDFC Small Cap Fund · SBI Small Cap Fund · Quant Small Cap Fund
- Flexi cap funds (13)Parag Parikh Flexi Cap Fund · HDFC Flexi Cap Fund · Kotak Flexi Cap Fund · Aditya Birla Sun Life Flexi Cap Fund
- ELSS funds (9)Axis ELSS Tax Saver Fund · SBI ELSS Tax Saver Fund · Mirae Asset ELSS Tax Saver Fund · DSP ELSS Tax Saver Fund
Deeper analysis of each fund, from risk-adjusted returns to how it compares with its peers, is on Genvest Research.
How funds react to events
- RBI policy trackerRepo rate decisions and how gilt, liquid and banking funds moved on the day.
- IT results trackerQuarterly results of the large IT companies and how technology funds reacted.
- Bank results trackerQuarterly results of the large banks, from margins to bad loans, and how banking funds reacted.
Guides
- Free mutual fund portfolio analysis: link your funds and see what to fix
- Fund analysis: returns, worst fall, cost and AI score for the largest equity funds
- Flexi cap mutual funds: returns, risk, tax and every fund compared
- Large cap mutual funds: returns, risk, tax and every fund compared
- Mid cap mutual funds: returns, risk, tax and every fund compared
- Small cap mutual funds: returns, risk, tax and every fund compared
- ELSS tax saver funds: the deduction, the lock-in and every fund compared
- Nifty 50 index funds compared: expense ratio, tracking and size
- Liquid funds: meaning, returns, tax and every fund compared
- Arbitrage funds: meaning, returns, tax and every fund compared
- Hybrid mutual funds: the seven types, how they are taxed and how they compare
- Balanced advantage funds: meaning, returns, tax and every fund compared
- Aggressive hybrid funds: meaning, returns, tax and every fund compared
- Gold ETFs and gold funds: tax, costs and every scheme compared
- Multi asset allocation funds: meaning, returns, tax and every fund compared
- Equity savings funds: meaning, returns, tax and every fund compared
- CAS statement: how to download and read your consolidated mutual fund statement
- Direct vs regular mutual funds
- Mutual fund expense ratio (TER): what it covers and SEBI limits
- How to switch from a regular to a direct plan
- How to review your mutual fund portfolio
- How to build a mutual fund portfolio
- RIA vs mutual fund distributor
- How to choose a mutual fund advisor in India
- What a SEBI registered investment advisor does
This page is educational research based on AMFI data and scheme information documents. It is not a recommendation to invest in any scheme, or personalised investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past performance of other funds does not indicate how a new fund will perform. Registration granted by SEBI, enlistment with IAASB and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.