How the categories we use have performed
Filter by AMC or category, pick a period and a monthly SIP amount, and sort any column — a screener for the categories we actually use when building a plan, not a ranking or a recommendation. Figures are a dated snapshot — not a live feed.
| Scheme | Category | Risk | AUM | From | To | 1Y | 3Y CAGR | 5Y CAGR | Current Value* |
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*Current Value is a modelled estimate — your chosen SIP amount compounded at this scheme's trailing CAGR over the From–To period — not an actual historical SIP tracked day by day, and not a live NAV feed. AUM figures are the most recent disclosed figure we have on file for that scheme and may be a different date to its returns. Select a single category to see a benchmark-index comparison row where we have a verified figure for it — we show this only where we're confident in the number, not as a guess. Returns are trailing, point-in-time figures sourced from scheme factsheets / public fund-data aggregators on the dates shown, and have not been independently verified by us for this page. Mutual fund investments are subject to market risks; past performance is not indicative of future results. This table does not constitute a recommendation to buy any scheme named here — talk to us before acting on it.