List of mutual fund benchmarks (2018) with funds sorted by benchmark

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 2018

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

nifty100 - List of mutual fund benchmarks (2018) with funds sorted by benchmark

Funds with Nifty 200 as the benchmark

NIfty 200 - List of mutual fund benchmarks (2018) with funds sorted by benchmark

Funds with Nifty 50 as the benchmark

N50 1 - List of mutual fund benchmarks (2018) with funds sorted by benchmark
N50 2 - List of mutual fund benchmarks (2018) with funds sorted by benchmark

Funds with Nifty Hybrid as the benchmark

NIfty hybrid - List of mutual fund benchmarks (2018) with funds sorted by benchmark

Funds with Nifty 50 arbitrage as the benchmark

NIfty 50 arbitrage - List of mutual fund benchmarks (2018) with funds sorted by benchmark

Funds with Nifty 500 as the benchmark

Nifty 500 1 - List of mutual fund benchmarks (2018) with funds sorted by benchmark
Nifty 500 2 - List of mutual fund benchmarks (2018) with funds sorted by benchmark

Funds with Nifty Dividend Opp as the benchmark

Nifty Div - List of mutual fund benchmarks (2018) with funds sorted by benchmark

Funds with Nifty Large Midcap as the benchmark

Nifty large midcap - List of mutual fund benchmarks (2018) with funds sorted by benchmark

Funds with Nifty Midcap 100 as the benchmark

Nifty midcap 100 - List of mutual fund benchmarks (2018) with funds sorted by benchmark

Funds with Nifty Midcap 150 as the benchmark

Nmidcap 150 - List of mutual fund benchmarks (2018) with funds sorted by benchmark

Funds with Nifty Small Cap 100 as the benchmark

NIfty small cap 100 - List of mutual fund benchmarks (2018) with funds sorted by benchmark

Funds with Nifty Small Cap 250 as the benchmark

N smcap 250 - List of mutual fund benchmarks (2018) with funds sorted by benchmark

Funds with BSE 100 as the benchmark

BSE 100 - List of mutual fund benchmarks (2018) with funds sorted by benchmark

Funds with BSE 200 as the benchmark

BSE200 1 - List of mutual fund benchmarks (2018) with funds sorted by benchmark
BSE200 1B - List of mutual fund benchmarks (2018) with funds sorted by benchmark
BSE 200 2 - List of mutual fund benchmarks (2018) with funds sorted by benchmark

Funds with BSE Small Cap 250 as the benchmark

bse smallcap 250 - List of mutual fund benchmarks (2018) with funds sorted by benchmark

Funds with  BSE 500 as the benchmark

BSE 500 - List of mutual fund benchmarks (2018) with funds sorted by benchmark

Funds with  BSE Miscellaneous as the benchmark

BSE Misc - List of mutual fund benchmarks (2018) with funds sorted by benchmark

Funds with  BSE Mid cap as the benchmark

BSE midcap - List of mutual fund benchmarks (2018) with funds sorted by benchmark

Funds with  BSE Sensex as the benchmark

BSE Sensex - List of mutual fund benchmarks (2018) with funds sorted by benchmark

Funds with  BSE Small cap as the benchmark

BSE SMall cap - List of mutual fund benchmarks (2018) with funds sorted by benchmark

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4 thoughts on “List of mutual fund benchmarks (2018) with funds sorted by benchmark

  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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