List of mutual fund benchmarks (2019) with funds sorted by benchmark

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With the SEBI mutual fund classification complete, here is an updated list of all mutual fund benchmarks. Thanks to Gaurav for suggesting this on Twitter. I had compiled this list for equity funds in Jan 2017. This list is compiled from Value Research.

Benchmarks are an important indicator of fund strategy and it is insightful to check how popular a fund benchmark is and what fund categories do they belong to. As usual, Nifty Next 50: is the Benchmark Index That No Mutual Fund Would Touch!

So what follows is a long list of tables. Have fun spotting your fund. Across equity, debt and hybrid funds a total of 1496 funds were screened. What you see is a listing of all benchmarks followed by tables of equity funds sorted by their benchmarks.

List of all mutual fund benchmarks 2019

The CRISIL composite bond corresponds to many ongoing FMPs. One pattern I notice is that many fund houses have replaced the expensive CRISIL indices with NSE indices. Wonder if that is less expensive!

list of mutual fund benchmarks

Funds with Nifty 100 as the benchmark

Funds with Nifty 200 as the benchmark

Funds with Nifty 50 as the benchmark


Funds with Nifty Hybrid as the benchmark

Funds with Nifty 50 arbitrage as the benchmark

Funds with Nifty 500 as the benchmark


Funds with Nifty Dividend Opp as the benchmark

Funds with Nifty Large Midcap as the benchmark

Funds with Nifty Midcap 100 as the benchmark

Funds with Nifty Midcap 150 as the benchmark

Funds with Nifty Small Cap 100 as the benchmark

Funds with Nifty Small Cap 250 as the benchmark

Funds with BSE 100 as the benchmark

Funds with BSE 200 as the benchmark



Funds with BSE Small Cap 250 as the benchmark

Funds with  BSE 500 as the benchmark

Funds with  BSE Miscellaneous as the benchmark

Funds with  BSE Mid cap as the benchmark

Funds with  BSE Sensex as the benchmark

Funds with  BSE Small cap as the benchmark

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4 Comments

  1. Value Research Categories are a farce. They should display the category that the fund house has given for a fund, not what they think the fund has invested.in.

  2. Thank you for this. Can we get this list as an excel file or can you post it as text so one can search within this?

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