MF ScreenerBenchmarks
Which index each fund is measured against, where that index came from, and what it does not cover. Alpha, beta, tracking error and the benchmark information ratio all come from the series listed here.
Series loaded
14
Schemes mapped
2,442
of 38,495
Schemes unmapped
36,053
benchmark metrics read "-"
Loaded series
Everything a benchmark-relative metric can currently be computed from.
| Benchmark | Currency | Coverage | Months | Schemes | Source |
|---|---|---|---|---|---|
Nifty 100 Quality 30 NIFTY100_QUALITY30_PROXY index-fund proxy | INR | 2021-10-31 - 2026-10-31 | 61 | 0 | index_fund_proxy:149254 |
Nifty 500 Momentum 50 (index-fund proxy) NIFTY500_MOMENTUM50_TRI index-fund proxy | INR | 2024-09-30 - 2026-10-31 | 26 | 140 | index_fund_proxy:152875 |
Nifty 500 (index-fund proxy) NIFTY500_TRI index-fund proxy | INR | 2019-09-30 - 2026-10-31 | 86 | 1,064 | index_fund_proxy:147625 |
Nifty 500 Value 50 (index-fund proxy) NIFTY500_VALUE50_TRI index-fund proxy | INR | 2023-05-31 - 2026-10-31 | 42 | 149 | index_fund_proxy:151739 |
Nifty 50 (large cap) NIFTY50_PROXY index-fund proxy | INR | 2013-01-31 - 2026-10-31 | 166 | 0 | index_fund_proxy:118581 |
Nifty 50 (index-fund proxy) NIFTY50_TRI index-fund proxy | INR | 2006-04-30 - 2026-10-31 | 247 | 277 | index_fund_proxy:100484 |
Nifty Bank NIFTY_BANK_PROXY index-fund proxy | INR | 2022-02-28 - 2026-10-31 | 57 | 230 | index_fund_proxy:149804 |
Nifty IT NIFTY_IT_PROXY index-fund proxy | INR | 2022-08-31 - 2026-10-31 | 51 | 87 | index_fund_proxy:150468 |
Nifty Midcap 150 NIFTY_MIDCAP150_PROXY index-fund proxy | INR | 2021-02-28 - 2026-10-31 | 69 | 0 | index_fund_proxy:148726 |
Nifty Midcap 150 (index-fund proxy) NIFTY_MIDCAP150_TRI index-fund proxy | INR | 2019-09-30 - 2026-10-31 | 86 | 204 | index_fund_proxy:147622 |
Nifty Pharma NIFTY_PHARMA_PROXY index-fund proxy | INR | 2022-12-31 - 2026-10-31 | 47 | 104 | index_fund_proxy:150930 |
Nifty Smallcap 250 NIFTY_SMALLCAP250_PROXY index-fund proxy | INR | 2020-10-31 - 2026-10-31 | 73 | 0 | index_fund_proxy:148519 |
Nifty Smallcap 250 (index-fund proxy) NIFTY_SMALLCAP250_TRI index-fund proxy | INR | 2019-09-30 - 2026-10-31 | 86 | 187 | index_fund_proxy:147623 |
S&P 500 INR (index-fund proxy) SP500_TR_INR index-fund proxy | INR | 2020-04-30 - 2026-10-31 | 79 | 0 | index_fund_proxy:148381 |
Coverage warnings
What the numbers on this site do not cover.
- NIFTY100_QUALITY30_PROXY is an index-fund proxy, not the index: it is net of that fund's expenses and tracking error, so it understates the benchmark and flatters every fund measured against it.
- NIFTY500_MOMENTUM50_TRI is an index-fund proxy, not the index: it is net of that fund's expenses and tracking error, so it understates the benchmark and flatters every fund measured against it.
- NIFTY500_TRI is an index-fund proxy, not the index: it is net of that fund's expenses and tracking error, so it understates the benchmark and flatters every fund measured against it.
- NIFTY500_VALUE50_TRI is an index-fund proxy, not the index: it is net of that fund's expenses and tracking error, so it understates the benchmark and flatters every fund measured against it.
- NIFTY50_PROXY is an index-fund proxy, not the index: it is net of that fund's expenses and tracking error, so it understates the benchmark and flatters every fund measured against it.
- NIFTY50_TRI is an index-fund proxy, not the index: it is net of that fund's expenses and tracking error, so it understates the benchmark and flatters every fund measured against it.
- NIFTY_BANK_PROXY is an index-fund proxy, not the index: it is net of that fund's expenses and tracking error, so it understates the benchmark and flatters every fund measured against it.
- NIFTY_IT_PROXY is an index-fund proxy, not the index: it is net of that fund's expenses and tracking error, so it understates the benchmark and flatters every fund measured against it.
- NIFTY_MIDCAP150_PROXY is an index-fund proxy, not the index: it is net of that fund's expenses and tracking error, so it understates the benchmark and flatters every fund measured against it.
- NIFTY_MIDCAP150_TRI is an index-fund proxy, not the index: it is net of that fund's expenses and tracking error, so it understates the benchmark and flatters every fund measured against it.
- NIFTY_PHARMA_PROXY is an index-fund proxy, not the index: it is net of that fund's expenses and tracking error, so it understates the benchmark and flatters every fund measured against it.
- NIFTY_SMALLCAP250_PROXY is an index-fund proxy, not the index: it is net of that fund's expenses and tracking error, so it understates the benchmark and flatters every fund measured against it.
- NIFTY_SMALLCAP250_TRI is an index-fund proxy, not the index: it is net of that fund's expenses and tracking error, so it understates the benchmark and flatters every fund measured against it.
- SP500_TR_INR is an index-fund proxy, not the index: it is net of that fund's expenses and tracking error, so it understates the benchmark and flatters every fund measured against it.
- 36,053 of 38,495 schemes have no benchmark mapped, so their benchmark-relative metrics are null with reason 'benchmark_not_mapped'. Largest unmapped sub-categories: Income (24169), Growth (1382), Liquid Fund (1074). Add a rule to benchmark_map.yaml and import the matching index to cover them.
Mapping rules
benchmark_map.yaml v2 - the first rule a scheme matches wins.
| Matches | Benchmark | Fallbacks | Note |
|---|---|---|---|
| SectoralThematicIndex FundEquity ETFEquity FundsOther ETFANDname: nifty bankname: psu bankname: bank indexname: bank etfname: banking and financialname: banking & financialname: financial servicesnot: debtnot: bondnot: giltnot: g-secnot: gsecnot: sdlnot: liquidnot: overnightnot: money marketnot: arbitragenot: psu debtnot: durationnot: maturitynot: crisil-ibxnot: nifty sdl | NIFTY_BANK_PROXY | - | Banking and financial-services mandates. Index-fund proxy, so it understates the index. |
| SectoralThematicIndex FundEquity ETFEquity FundsOther ETFANDname: nifty itname: it indexname: it etfname: technologyname: digitalnot: debtnot: bondnot: giltnot: g-secnot: gsecnot: sdlnot: liquidnot: overnightnot: money marketnot: arbitragenot: psu debtnot: durationnot: maturitynot: crisil-ibxnot: nifty sdl | NIFTY_IT_PROXY | - | Technology mandates. "it" is only ever matched as part of a longer token. |
| SectoralThematicIndex FundEquity ETFEquity FundsOther ETFANDname: pharmaname: healthcarename: health carenot: debtnot: bondnot: giltnot: g-secnot: gsecnot: sdlnot: liquidnot: overnightnot: money marketnot: arbitragenot: psu debtnot: durationnot: maturitynot: crisil-ibxnot: nifty sdl | NIFTY_PHARMA_PROXY | - | Pharma and healthcare mandates. |
| Large Cap | NIFTY50_TRI | - | SEBI large-cap mandate; Nifty 50 TRI is the common reference. |
| Flexi CapMulti CapLarge & Mid CapELSSFocused | NIFTY500_TRI | - | - |
| Mid Cap | NIFTY_MIDCAP150_TRI | NIFTY500_TRI | - |
| Small Cap | NIFTY_SMALLCAP250_TRI | NIFTY500_TRI | - |
| ValueContraORname: nifty 500 value 50name: nifty500 value 50 | NIFTY500_VALUE50_TRI | NIFTY500_TRI | Value 50 TRI where loaded, otherwise the broad market. |
| ORname: momentum | NIFTY500_MOMENTUM50_TRI | NIFTY500_TRI | - |
| ORname: s&p 500name: s and p 500not: top 50 | SP500_TR_INR | SP500_TR_USD | SP500_TR_USD is a USD series. It is never mixed with INR fund returns; if only the USD series is loaded the scheme is mapped to it and flagged currency_mismatch. |
| Index FundANDname: midcap 150name: mid cap 150not: debtnot: bondnot: giltnot: g-secnot: gsecnot: sdlnot: liquidnot: overnightnot: money marketnot: arbitragenot: durationnot: maturitynot: crisilnot: equalnot: qualitynot: valuenot: alphanot: low volnot: multicapnot: flexicapnot: shariah | NIFTY_MIDCAP150_TRI | - | - |
| Index FundANDname: smallcap 250name: small cap 250name: smallcap250not: debtnot: bondnot: giltnot: g-secnot: gsecnot: sdlnot: liquidnot: overnightnot: money marketnot: arbitragenot: durationnot: maturitynot: crisilnot: equalnot: qualitynot: valuenot: alphanot: low volnot: multicapnot: flexicapnot: shariah | NIFTY_SMALLCAP250_TRI | - | - |
| Index FundANDname: nifty 500name: nifty500not: debtnot: bondnot: giltnot: g-secnot: gsecnot: sdlnot: liquidnot: overnightnot: money marketnot: arbitragenot: durationnot: maturitynot: crisilnot: equalnot: qualitynot: valuenot: alphanot: low volnot: multicapnot: flexicapnot: shariah | NIFTY500_TRI | - | - |
| Index FundANDname: nifty 50name: nifty50name: nifty indexnot: debtnot: bondnot: giltnot: g-secnot: gsecnot: sdlnot: liquidnot: overnightnot: money marketnot: arbitragenot: durationnot: maturitynot: crisilnot: equalnot: qualitynot: valuenot: alphanot: low volnot: multicapnot: flexicapnot: shariah | NIFTY50_TRI | - | - |
A series in INR is always preferred over a foreign-currency one, wherever it sits in the fallback order. Edit packages/analytics/benchmark_map.yaml and re-run make benchmark-map to change any of this.
Unmapped sub-categories
No rule matches these, so their benchmark-relative metrics are null.
Income · 24,169Growth · 1,382Liquid Fund · 1,074Index Funds · 823Sectoral/Thematic · 609Gilt Fund · 468FoF Domestic · 371Overnight Fund · 363Money Market Fund · 335Corporate Bond Fund · 310Credit Risk Fund · 273Arbitrage Fund · 260Ultra Short to Short Term Fund · 257Fund of Funds Scheme (Domestic) · 235Conservative Hybrid Fund · 229Aggressive Hybrid Fund · 228Ultra Short Term Fund · 225Short Duration Fund · 224Low Duration Fund · 212Equity Funds · 209
Method and formulas are on the methodology page. Analytics and research only. Not investment advice. Historical returns do not guarantee future returns.