બેન્ચમાર્ક
દરેક ફંડ કયા ઇન્ડેક્સની સામે મપાય છે, એ ઇન્ડેક્સ ક્યાંથી આવ્યો, અને તે શું આવરતો નથી. આલ્ફા, બીટા, ટ્રેકિંગ એરર અને બેન્ચમાર્ક ઇન્ફોર્મેશન રેશિયો બધા અહીં બતાવેલી સિરીઝ પરથી આવે છે.
લોડ થયેલી સિરીઝ
14
મેપ થયેલી સ્કીમ
2,444
38,511 માંથી
મેપ ન થયેલી સ્કીમ
36,067
બેન્ચમાર્ક મેટ્રિકમાં "-" દેખાય છે
લોડ થયેલી સિરીઝ
બેન્ચમાર્ક-સંબંધિત મેટ્રિક હાલમાં જેના પરથી ગણી શકાય તે બધું.
| બેન્ચમાર્ક | ચલણ | કવરેજ | મહિના | સ્કીમ | સોર્સ |
|---|---|---|---|---|---|
Nifty 100 Quality 30 NIFTY100_QUALITY30_PROXY ઇન્ડેક્સ-ફંડ પ્રોક્સી | INR | 2021-10-31 - 2026-10-31 | 61 | 0 | index_fund_proxy:149254 |
Nifty 500 Momentum 50 (index-fund proxy) NIFTY500_MOMENTUM50_TRI ઇન્ડેક્સ-ફંડ પ્રોક્સી | INR | 2024-09-30 - 2026-10-31 | 26 | 140 | index_fund_proxy:152875 |
Nifty 500 (index-fund proxy) NIFTY500_TRI ઇન્ડેક્સ-ફંડ પ્રોક્સી | INR | 2019-09-30 - 2026-10-31 | 86 | 1,066 | index_fund_proxy:147625 |
Nifty 500 Value 50 (index-fund proxy) NIFTY500_VALUE50_TRI ઇન્ડેક્સ-ફંડ પ્રોક્સી | INR | 2023-05-31 - 2026-10-31 | 42 | 149 | index_fund_proxy:151739 |
Nifty 50 (large cap) NIFTY50_PROXY ઇન્ડેક્સ-ફંડ પ્રોક્સી | INR | 2013-01-31 - 2026-10-31 | 166 | 0 | index_fund_proxy:118581 |
Nifty 50 (index-fund proxy) NIFTY50_TRI ઇન્ડેક્સ-ફંડ પ્રોક્સી | INR | 2006-04-30 - 2026-10-31 | 247 | 277 | index_fund_proxy:100484 |
Nifty Bank NIFTY_BANK_PROXY ઇન્ડેક્સ-ફંડ પ્રોક્સી | INR | 2022-02-28 - 2026-10-31 | 57 | 230 | index_fund_proxy:149804 |
Nifty IT NIFTY_IT_PROXY ઇન્ડેક્સ-ફંડ પ્રોક્સી | INR | 2022-08-31 - 2026-10-31 | 51 | 87 | index_fund_proxy:150468 |
Nifty Midcap 150 NIFTY_MIDCAP150_PROXY ઇન્ડેક્સ-ફંડ પ્રોક્સી | INR | 2021-02-28 - 2026-10-31 | 69 | 0 | index_fund_proxy:148726 |
Nifty Midcap 150 (index-fund proxy) NIFTY_MIDCAP150_TRI ઇન્ડેક્સ-ફંડ પ્રોક્સી | INR | 2019-09-30 - 2026-10-31 | 86 | 204 | index_fund_proxy:147622 |
Nifty Pharma NIFTY_PHARMA_PROXY ઇન્ડેક્સ-ફંડ પ્રોક્સી | INR | 2022-12-31 - 2026-10-31 | 47 | 104 | index_fund_proxy:150930 |
Nifty Smallcap 250 NIFTY_SMALLCAP250_PROXY ઇન્ડેક્સ-ફંડ પ્રોક્સી | INR | 2020-10-31 - 2026-10-31 | 73 | 0 | index_fund_proxy:148519 |
Nifty Smallcap 250 (index-fund proxy) NIFTY_SMALLCAP250_TRI ઇન્ડેક્સ-ફંડ પ્રોક્સી | INR | 2019-09-30 - 2026-10-31 | 86 | 187 | index_fund_proxy:147623 |
S&P 500 INR (index-fund proxy) SP500_TR_INR ઇન્ડેક્સ-ફંડ પ્રોક્સી | INR | 2020-04-30 - 2026-10-31 | 79 | 0 | index_fund_proxy:148381 |
કવરેજ ચેતવણી
આ સાઇટની સંખ્યાઓ શું આવરતી નથી.
- 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.
- 36,067 of 38,511 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.
મેપિંગ નિયમો
benchmark_map.yaml v2 - સ્કીમ જે પહેલા નિયમ સાથે મેળ ખાય તે લાગુ થાય છે.
| મેળ | બેન્ચમાર્ક | વિકલ્પ | નોંધ |
|---|---|---|---|
| SectoralThematicIndex FundEquity ETFEquity FundsOther ETFANDનામ: nifty bankનામ: psu bankનામ: bank indexનામ: bank etfનામ: banking and financialનામ: banking & financialનામ: financial servicesનહીં: debtનહીં: bondનહીં: giltનહીં: g-secનહીં: gsecનહીં: sdlનહીં: liquidનહીં: overnightનહીં: money marketનહીં: arbitrageનહીં: psu debtનહીં: durationનહીં: maturityનહીં: crisil-ibxનહીં: nifty sdl | NIFTY_BANK_PROXY | - | Banking and financial-services mandates. Index-fund proxy, so it understates the index. |
| SectoralThematicIndex FundEquity ETFEquity FundsOther ETFANDનામ: nifty itનામ: it indexનામ: it etfનામ: technologyનામ: digitalનહીં: debtનહીં: bondનહીં: giltનહીં: g-secનહીં: gsecનહીં: sdlનહીં: liquidનહીં: overnightનહીં: money marketનહીં: arbitrageનહીં: psu debtનહીં: durationનહીં: maturityનહીં: crisil-ibxનહીં: nifty sdl | NIFTY_IT_PROXY | - | Technology mandates. "it" is only ever matched as part of a longer token. |
| SectoralThematicIndex FundEquity ETFEquity FundsOther ETFANDનામ: pharmaનામ: healthcareનામ: health careનહીં: debtનહીં: bondનહીં: giltનહીં: g-secનહીં: gsecનહીં: sdlનહીં: liquidનહીં: overnightનહીં: money marketનહીં: arbitrageનહીં: psu debtનહીં: durationનહીં: maturityનહીં: crisil-ibxનહીં: 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 | - |
| ValueContraORનામ: nifty 500 value 50નામ: nifty500 value 50 | NIFTY500_VALUE50_TRI | NIFTY500_TRI | Value 50 TRI where loaded, otherwise the broad market. |
| ORનામ: momentum | NIFTY500_MOMENTUM50_TRI | NIFTY500_TRI | - |
| ORનામ: s&p 500નામ: s and p 500નહીં: 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 FundANDનામ: midcap 150નામ: mid cap 150નહીં: debtનહીં: bondનહીં: giltનહીં: g-secનહીં: gsecનહીં: sdlનહીં: liquidનહીં: overnightનહીં: money marketનહીં: arbitrageનહીં: durationનહીં: maturityનહીં: crisilનહીં: equalનહીં: qualityનહીં: valueનહીં: alphaનહીં: low volનહીં: multicapનહીં: flexicapનહીં: shariah | NIFTY_MIDCAP150_TRI | - | - |
| Index FundANDનામ: smallcap 250નામ: small cap 250નામ: smallcap250નહીં: debtનહીં: bondનહીં: giltનહીં: g-secનહીં: gsecનહીં: sdlનહીં: liquidનહીં: overnightનહીં: money marketનહીં: arbitrageનહીં: durationનહીં: maturityનહીં: crisilનહીં: equalનહીં: qualityનહીં: valueનહીં: alphaનહીં: low volનહીં: multicapનહીં: flexicapનહીં: shariah | NIFTY_SMALLCAP250_TRI | - | - |
| Index FundANDનામ: nifty 500નામ: nifty500નહીં: debtનહીં: bondનહીં: giltનહીં: g-secનહીં: gsecનહીં: sdlનહીં: liquidનહીં: overnightનહીં: money marketનહીં: arbitrageનહીં: durationનહીં: maturityનહીં: crisilનહીં: equalનહીં: qualityનહીં: valueનહીં: alphaનહીં: low volનહીં: multicapનહીં: flexicapનહીં: shariah | NIFTY500_TRI | - | - |
| Index FundANDનામ: nifty 50નામ: nifty50નામ: nifty indexનહીં: debtનહીં: bondનહીં: giltનહીં: g-secનહીં: gsecનહીં: sdlનહીં: liquidનહીં: overnightનહીં: money marketનહીં: arbitrageનહીં: durationનહીં: maturityનહીં: crisilનહીં: equalનહીં: qualityનહીં: valueનહીં: alphaનહીં: low volનહીં: multicapનહીં: flexicapનહીં: shariah | NIFTY50_TRI | - | - |
INR માં સિરીઝને વિદેશી ચલણની સિરીઝ કરતાં હંમેશા પ્રાધાન્ય મળે છે, વિકલ્પના ક્રમમાં તે ગમે ત્યાં હોય. આમાંનું કંઈ પણ બદલવા packages/analytics/benchmark_map.yaml એડિટ કરો અને make benchmark-map ફરીથી ચલાવો.
મેપ ન થયેલી સબ-કેટેગરી
આમાંથી કોઈ સાથે કોઈ નિયમ મેળ ખાતો નથી, તેથી તેમના બેન્ચમાર્ક-સંબંધિત મેટ્રિક null છે.
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) · 237Conservative Hybrid Fund · 229Aggressive Hybrid Fund · 228Ultra Short Term Fund · 225Short Duration Fund · 224Low Duration Fund · 212Equity Funds · 209
પદ્ધતિ અને સૂત્રો પદ્ધતિ પેજ પર છે. Analytics and research only. Not investment advice. Historical returns do not guarantee future returns.