शब्दावली

इस साइट की हर संख्या का मतलब और उसे कैसे पढ़ें। किसी के भी पीछे का फॉर्मूला, और यह नियम कि कब किसी संख्या को निकालने के बजाय मना कर दिया जाता है, जानने के लिए देखें कार्यप्रणाली।

कोई भी संख्या पढ़ने से पहले

12 बातें जिन्हें इस पेज का बाकी हिस्सा मानकर चलता है।

Why every number here is history

Every figure on this site describes what already happened. A fund that returned 18% a year for five years is a fund that returned 18% a year for five years; it is not a fund that will. Returns come from markets, and the market conditions that produced a past number are not repeatable to order. Use these numbers to understand how a fund has behaved - how it fell, how it recovered, how consistent it was, what it cost - rather than to forecast. Nothing here is advice, and nothing here is a prediction.

यह कैसे निकाला जाता है →

Peer group, and why it is your sub-category

A small-cap fund and a liquid fund are not comparable, so every relative number here compares a fund only with funds in its own SEBI sub-category - Flexi Cap with Flexi Cap, Small Cap with Small Cap. That group is the fund's peers. When you see 'similar funds' on this site, that is what it means. The peer average also leaves the fund itself out of the calculation, so a large fund is not partly measured against itself. If a sub-category has too few funds to make a fair average, the comparison is left blank rather than computed on a handful.

यह कैसे निकाला जाता है →

Rolling returns, and why one 5-year number misleads

A trailing 5-year return measures exactly one window: today back to five years ago. Move the start date a few months and the answer can change enormously, because it depends on whether you happened to begin at a market low or a high. A rolling return computes every possible 5-year window in the fund's history and shows the spread - typical, worst, best, and how often the window ended in profit. The worst window is usually the most informative number on the page: it is what an unlucky investor actually got. One trailing number hides all of that.

यह कैसे निकाला जाता है →

Drawdown: the worst fall

A drawdown is the drop from a previous high point to the lowest point that followed, before a new high was reached. Maximum drawdown is the worst such fall on record. It matters more than volatility for most people, because it is the number that describes the moment you would have been most tempted to sell. Recovery time matters just as much: a 30% fall that took four years to make back is a very different experience from one recovered in eight months. This site computes drawdown on daily prices, because a month-end sample steps straight over the bottom.

यह कैसे निकाला जाता है →

Volatility: how bumpy the ride was

Volatility measures how much a fund's monthly returns bounced around their own average. High volatility means large swings in both directions; it is not the same thing as risk of loss, though the two often travel together. It is quoted as an annual percentage. On its own it says nothing about whether a fund made money - a fund can be volatile and excellent, or steady and poor. It is most useful next to return: two funds with the same return and different volatility gave their investors very different experiences.

यह कैसे निकाला जाता है →

Expense ratio, and Direct versus Regular

The expense ratio is the annual fee the fund house charges, as a percentage of your money. It is already deducted from the NAV, so every return on this site is after that fee - never subtract it again. A Direct plan is the same portfolio with no distributor commission; a Regular plan pays a commission out of your returns, typically 0.5-1% a year, which compounds into a large difference over a decade. They are separate scheme codes with separate NAVs. This site defaults to Direct plans for exactly that reason.

यह कैसे निकाला जाता है →

Index funds versus active funds

An index fund holds whatever an index holds, in the same proportions, and charges very little because no one is choosing. An active fund pays a manager to pick, and charges more for it. Neither is automatically better. The question a screener can help with is narrower and answerable: did this particular active fund actually beat its index, by enough to cover its extra cost, and did it do so consistently rather than once? Several columns here exist to answer that - excess versus the index, how reliably it beat it, and how much of its result the index alone explains.

यह कैसे निकाला जाता है →

Benchmark: the index a fund is measured against

A benchmark is the index that represents what a fund is trying to do - Nifty 50 for a large-cap fund, Nifty Midcap 150 for a mid-cap one. Beating peers and beating the index are different achievements, and this site reports them separately. Where no suitable index series has been loaded for a fund's category, the index-relative columns are left blank with a stated reason rather than computed against something that does not fit. Some series here are built from an index fund's own NAV, which is net of that fund's costs, so it slightly understates the real index.

यह कैसे निकाला जाता है →

Survivorship: the funds that are not in the average

Funds that performed badly often get merged into other funds or closed, and then they vanish from the list of funds you can screen today. Any average computed over surviving funds is therefore flattering, because the failures have been removed from it. This is not a small effect. This site measures it rather than only warning about it: category averages are computed twice, once over active funds and once including the ones that closed, and the gap between them is shown in percentage points wherever a category average appears.

यह कैसे निकाला जाता है →

Why a number is blank

A dash on this site never means zero and never means an error. It means the number could not be computed honestly, and clicking it tells you exactly why: too little history, too few comparable funds, no index loaded for that category, or a denominator that would make the ratio meaningless. The alternative - filling the gap with a category average or a zero - would make a fund with missing data look like a fund with ordinary data, which is worse than an obvious blank. Every reason has a name, and every name is explained where it appears.

यह कैसे निकाला जाता है →

What a p-value is doing on a fund screener

When a fund beats its index, that can be skill or it can be luck. The p-value estimates how easily pure luck could have produced a result that good. A low p-value means luck is a poor explanation. The catch is scale: screen tens of thousands of funds and roughly 5% of them will clear the usual threshold by chance alone, with no skill whatsoever - which is over a thousand funds here. So a single impressive p-value found by screening is much weaker evidence than the same p-value found for a fund you were already examining. The methodology page states the expected false-positive count.

यह कैसे निकाला जाता है →

SIP versus lump sum

Most people invest monthly rather than all at once, and the two produce genuinely different returns from the same fund. A trailing return assumes you put everything in on day one and took it all out at the end. A SIP return assumes a fixed amount every month, so money invested recently has had little time to compound while money from years ago has had a lot. When markets rose steeply early in the period, the lump-sum figure will look far better than anything a monthly investor actually received. Both are shown here, labelled separately.

यह कैसे निकाला जाता है →

129 में से 129 मेट्रिक

रिटर्न

सालाना पिछला रिटर्न (1Y): CAGR 1Ycagr_1y; What a lump sum put in 1 years ago grew by, averaged out to a per-year figure.; Annualised trailing return from month-end NAV to month-end NAV.; ज़्यादा बेहतर है1 years to the snapshot date; Past return. It says nothing about future return, and it ignores risk taken.
सालाना पिछला रिटर्न (3Y): CAGR 3Ycagr_3y; What a lump sum put in 3 years ago grew by, averaged out to a per-year figure.; Annualised trailing return from month-end NAV to month-end NAV.; ज़्यादा बेहतर है3 years to the snapshot date; Past return. It says nothing about future return, and it ignores risk taken.
सालाना पिछला रिटर्न (5Y): CAGR 5Ycagr_5y; What a lump sum put in 5 years ago grew by, averaged out to a per-year figure.; Annualised trailing return from month-end NAV to month-end NAV.; ज़्यादा बेहतर है5 years to the snapshot date; Past return. It says nothing about future return, and it ignores risk taken.
सालाना पिछला रिटर्न (10Y): CAGR 10Ycagr_10y; What a lump sum put in 10 years ago grew by, averaged out to a per-year figure.; Annualised trailing return from month-end NAV to month-end NAV.; ज़्यादा बेहतर है10 years to the snapshot date; Past return. It says nothing about future return, and it ignores risk taken.
सालाना पिछला रिटर्न, मासिक SIP (1Y): SIP XIRR 1Ysip_xirr_1y; What the same amount paid in every month for 1 years grew by, as a per-year figure.; Annualised return on a fixed monthly contribution made at each month-end NAV in the window, redeemed at the window's last observation.; ज़्यादा बेहतर है1 years to the snapshot date; Not the same number as trailing CAGR: it reflects the timing of monthly contributions, not a single lump sum in and out. Blank below 12 contributions or when no annualised rate prices the cash flows to zero.
सालाना पिछला रिटर्न, मासिक SIP (3Y): SIP XIRR 3Ysip_xirr_3y; What the same amount paid in every month for 3 years grew by, as a per-year figure.; Annualised return on a fixed monthly contribution made at each month-end NAV in the window, redeemed at the window's last observation.; ज़्यादा बेहतर है3 years to the snapshot date; Not the same number as trailing CAGR: it reflects the timing of monthly contributions, not a single lump sum in and out. Blank below 12 contributions or when no annualised rate prices the cash flows to zero.
सालाना पिछला रिटर्न, मासिक SIP (5Y): SIP XIRR 5Ysip_xirr_5y; What the same amount paid in every month for 5 years grew by, as a per-year figure.; Annualised return on a fixed monthly contribution made at each month-end NAV in the window, redeemed at the window's last observation.; ज़्यादा बेहतर है5 years to the snapshot date; Not the same number as trailing CAGR: it reflects the timing of monthly contributions, not a single lump sum in and out. Blank below 12 contributions or when no annualised rate prices the cash flows to zero.
सालाना पिछला रिटर्न, मासिक SIP (10Y): SIP XIRR 10Ysip_xirr_10y; What the same amount paid in every month for 10 years grew by, as a per-year figure.; Annualised return on a fixed monthly contribution made at each month-end NAV in the window, redeemed at the window's last observation.; ज़्यादा बेहतर है10 years to the snapshot date; Not the same number as trailing CAGR: it reflects the timing of monthly contributions, not a single lump sum in and out. Blank below 12 contributions or when no annualised rate prices the cash flows to zero.
अब तक का सबसे खराब पूरा साल: सबसे खराब कैलेंडर वर्षworst_calendar_year_return; The return in the poorest January-to-December year of its life so far.; Lowest compounded return of any complete calendar year in the fund's history.; ज़्यादा बेहतर हैशुरुआत से; Needs at least 3 complete (12-month) calendar years; the fund's first and last, almost always partial, are never counted.
सबसे खराब पूरा साल कौन सा था: सबसे खराब कैलेंडर वर्ष (साल)worst_calendar_year; The calendar year in which that poorest full-year return happened.; Calendar year of the fund's worst complete-year return.; कोई भी दिशा बेहतर नहींशुरुआत से; Needs at least 3 complete (12-month) calendar years; the fund's first and last, almost always partial, are never counted.
बढ़त में खत्म हुए सालों का हिस्सा: पॉज़िटिव कैलेंडर वर्षpositive_calendar_years_pct; Out of its full calendar years, how many finished higher than they started.; Share of complete calendar years with a positive compounded return.; ज़्यादा बेहतर हैशुरुआत से; Needs at least 3 complete (12-month) calendar years; the fund's first and last, almost always partial, are never counted.
हाल की चाल, पिछला साल घटाकर पिछला महीना: मोमेंटम 12-1momentum_12_1; How much the fund gained over the last year, ignoring the most recent month.; Total return over the eleven months ending one month before the snapshot date.; ज़्यादा बेहतर हैमहीने -12 से -1; The most recent month is deliberately left out: it carries a short-term reversal that says nothing about the manager. Blank below eleven months of history.

रोलिंग रिटर्न

आम 3-साल का नतीजा, मासिक SIP: रोलिंग 3Y SIP XIRR मीडियनrolling_sip_xirr_3y_median; The middle result across every 3-year stretch in which someone paid in monthly, so the start month matters less.; Median SIP XIRR of every overlapping 3-year contribution window in the fund's history.; ज़्यादा बेहतर हैसभी 3-साल की विंडो; Overlapping windows are correlated, so this is not a sample of independent outcomes.
आम 5-साल का नतीजा, मासिक SIP: रोलिंग 5Y SIP XIRR मीडियनrolling_sip_xirr_5y_median; The middle result across every 5-year stretch in which someone paid in monthly, so the start month matters less.; Median SIP XIRR of every overlapping 5-year contribution window in the fund's history.; ज़्यादा बेहतर हैसभी 5-साल की विंडो; Overlapping windows are correlated, so this is not a sample of independent outcomes.
औसत 1-साल का नतीजा: रोलिंग 1Y औसतrolling_1y_mean; The per-year return averaged across every 1-year stretch in the fund's history.; mean of every overlapping 1-year annualised return in the fund's history.; ज़्यादा बेहतर हैसभी 1-साल की विंडो; Overlapping windows are correlated, so this is not a sample of independent outcomes.
आम 1-साल का नतीजा: रोलिंग 1Y मीडियनrolling_1y_median; The middle result across every 1-year stretch, so one unusual period does not pull it around.; median of every overlapping 1-year annualised return in the fund's history.; ज़्यादा बेहतर हैसभी 1-साल की विंडो; Less sensitive to one exceptional market phase than the mean.
रिकॉर्ड पर सबसे कमज़ोर 1-साल का दौर: रोलिंग 1Y न्यूनतमrolling_1y_min; The lowest per-year return of any 1-year stretch the fund has lived through.; minimum of every overlapping 1-year annualised return in the fund's history.; ज़्यादा बेहतर हैसभी 1-साल की विंडो; The single worst window in the available history - not a floor on future outcomes.
रिकॉर्ड पर सबसे मज़बूत 1-साल का दौर: रोलिंग 1Y अधिकतमrolling_1y_max; The highest per-year return of any 1-year stretch the fund has lived through.; maximum of every overlapping 1-year annualised return in the fund's history.; कोई भी दिशा बेहतर नहींसभी 1-साल की विंडो; The best window. Useful for range, useless as an expectation.
नतीजा शुरुआत की तारीख पर कितना निर्भर रहा: रोलिंग 1Y फैलावrolling_1y_std; How far apart the 1-year results were, depending on the month someone happened to start.; dispersion of every overlapping 1-year annualised return in the fund's history.; कम बेहतर हैसभी 1-साल की विंडो; Standard deviation across overlapping windows; windows share months, so it understates independence.
कितनी बार 1 साल मुनाफ़े में खत्म हुए: रोलिंग 1Y पॉज़िटिव %rolling_1y_positive_pct; The share of 1-year stretches that finished above what was put in.; positive % of every overlapping 1-year annualised return in the fund's history.; ज़्यादा बेहतर हैसभी 1-साल की विंडो; Share of windows with a return above zero, not above inflation.
इसने कितनी बार मिलते-जुलते फंडों को पीछे छोड़ा: रोलिंग 1Y सब-कैटेगरी से बेहतर %rolling_1y_beat_category_pct; The share of 1-year stretches in which it ended ahead of the average similar fund.; beat sub-category % of every overlapping 1-year annualised return in the fund's history.; ज़्यादा बेहतर हैसभी 1-साल की विंडो; Compared against the equal-weighted peer index, which is itself survivorship-affected.
इसने कितनी बार इंडेक्स को पीछे छोड़ा: रोलिंग 1Y बेंचमार्क से बेहतर %rolling_1y_beat_benchmark_pct; The share of 1-year stretches in which it ended ahead of the index it is measured against.; beat benchmark % of every overlapping 1-year annualised return in the fund's history.; ज़्यादा बेहतर हैसभी 1-साल की विंडो; Only as good as the mapped benchmark series.
औसत 3-साल का नतीजा: रोलिंग 3Y औसतrolling_3y_mean; The per-year return averaged across every 3-year stretch in the fund's history.; mean of every overlapping 3-year annualised return in the fund's history.; ज़्यादा बेहतर हैसभी 3-साल की विंडो; Overlapping windows are correlated, so this is not a sample of independent outcomes.
आम 3-साल का नतीजा: रोलिंग 3Y मीडियनrolling_3y_median; The middle result across every 3-year stretch, so one unusual period does not pull it around.; median of every overlapping 3-year annualised return in the fund's history.; ज़्यादा बेहतर हैसभी 3-साल की विंडो; Less sensitive to one exceptional market phase than the mean.
रिकॉर्ड पर सबसे कमज़ोर 3-साल का दौर: रोलिंग 3Y न्यूनतमrolling_3y_min; The lowest per-year return of any 3-year stretch the fund has lived through.; minimum of every overlapping 3-year annualised return in the fund's history.; ज़्यादा बेहतर हैसभी 3-साल की विंडो; The single worst window in the available history - not a floor on future outcomes.
रिकॉर्ड पर सबसे मज़बूत 3-साल का दौर: रोलिंग 3Y अधिकतमrolling_3y_max; The highest per-year return of any 3-year stretch the fund has lived through.; maximum of every overlapping 3-year annualised return in the fund's history.; कोई भी दिशा बेहतर नहींसभी 3-साल की विंडो; The best window. Useful for range, useless as an expectation.
नतीजा शुरुआत की तारीख पर कितना निर्भर रहा: रोलिंग 3Y फैलावrolling_3y_std; How far apart the 3-year results were, depending on the month someone happened to start.; dispersion of every overlapping 3-year annualised return in the fund's history.; कम बेहतर हैसभी 3-साल की विंडो; Standard deviation across overlapping windows; windows share months, so it understates independence.
कितनी बार 3 साल मुनाफ़े में खत्म हुए: रोलिंग 3Y पॉज़िटिव %rolling_3y_positive_pct; The share of 3-year stretches that finished above what was put in.; positive % of every overlapping 3-year annualised return in the fund's history.; ज़्यादा बेहतर हैसभी 3-साल की विंडो; Share of windows with a return above zero, not above inflation.
इसने कितनी बार मिलते-जुलते फंडों को पीछे छोड़ा: रोलिंग 3Y सब-कैटेगरी से बेहतर %rolling_3y_beat_category_pct; The share of 3-year stretches in which it ended ahead of the average similar fund.; beat sub-category % of every overlapping 3-year annualised return in the fund's history.; ज़्यादा बेहतर हैसभी 3-साल की विंडो; Compared against the equal-weighted peer index, which is itself survivorship-affected.
इसने कितनी बार इंडेक्स को पीछे छोड़ा: रोलिंग 3Y बेंचमार्क से बेहतर %rolling_3y_beat_benchmark_pct; The share of 3-year stretches in which it ended ahead of the index it is measured against.; beat benchmark % of every overlapping 3-year annualised return in the fund's history.; ज़्यादा बेहतर हैसभी 3-साल की विंडो; Only as good as the mapped benchmark series.
औसत 5-साल का नतीजा: रोलिंग 5Y औसतrolling_5y_mean; The per-year return averaged across every 5-year stretch in the fund's history.; mean of every overlapping 5-year annualised return in the fund's history.; ज़्यादा बेहतर हैसभी 5-साल की विंडो; Overlapping windows are correlated, so this is not a sample of independent outcomes.
आम 5-साल का नतीजा: रोलिंग 5Y मीडियनrolling_5y_median; The middle result across every 5-year stretch, so one unusual period does not pull it around.; median of every overlapping 5-year annualised return in the fund's history.; ज़्यादा बेहतर हैसभी 5-साल की विंडो; Less sensitive to one exceptional market phase than the mean.
रिकॉर्ड पर सबसे कमज़ोर 5-साल का दौर: रोलिंग 5Y न्यूनतमrolling_5y_min; The lowest per-year return of any 5-year stretch the fund has lived through.; minimum of every overlapping 5-year annualised return in the fund's history.; ज़्यादा बेहतर हैसभी 5-साल की विंडो; The single worst window in the available history - not a floor on future outcomes.
रिकॉर्ड पर सबसे मज़बूत 5-साल का दौर: रोलिंग 5Y अधिकतमrolling_5y_max; The highest per-year return of any 5-year stretch the fund has lived through.; maximum of every overlapping 5-year annualised return in the fund's history.; कोई भी दिशा बेहतर नहींसभी 5-साल की विंडो; The best window. Useful for range, useless as an expectation.
नतीजा शुरुआत की तारीख पर कितना निर्भर रहा: रोलिंग 5Y फैलावrolling_5y_std; How far apart the 5-year results were, depending on the month someone happened to start.; dispersion of every overlapping 5-year annualised return in the fund's history.; कम बेहतर हैसभी 5-साल की विंडो; Standard deviation across overlapping windows; windows share months, so it understates independence.
कितनी बार 5 साल मुनाफ़े में खत्म हुए: रोलिंग 5Y पॉज़िटिव %rolling_5y_positive_pct; The share of 5-year stretches that finished above what was put in.; positive % of every overlapping 5-year annualised return in the fund's history.; ज़्यादा बेहतर हैसभी 5-साल की विंडो; Share of windows with a return above zero, not above inflation.
इसने कितनी बार मिलते-जुलते फंडों को पीछे छोड़ा: रोलिंग 5Y सब-कैटेगरी से बेहतर %rolling_5y_beat_category_pct; The share of 5-year stretches in which it ended ahead of the average similar fund.; beat sub-category % of every overlapping 5-year annualised return in the fund's history.; ज़्यादा बेहतर हैसभी 5-साल की विंडो; Compared against the equal-weighted peer index, which is itself survivorship-affected.
इसने कितनी बार इंडेक्स को पीछे छोड़ा: रोलिंग 5Y बेंचमार्क से बेहतर %rolling_5y_beat_benchmark_pct; The share of 5-year stretches in which it ended ahead of the index it is measured against.; beat benchmark % of every overlapping 5-year annualised return in the fund's history.; ज़्यादा बेहतर हैसभी 5-साल की विंडो; Only as good as the mapped benchmark series.
औसत 10-साल का नतीजा: रोलिंग 10Y औसतrolling_10y_mean; The per-year return averaged across every 10-year stretch in the fund's history.; mean of every overlapping 10-year annualised return in the fund's history.; ज़्यादा बेहतर हैसभी 10-साल की विंडो; Overlapping windows are correlated, so this is not a sample of independent outcomes.
आम 10-साल का नतीजा: रोलिंग 10Y मीडियनrolling_10y_median; The middle result across every 10-year stretch, so one unusual period does not pull it around.; median of every overlapping 10-year annualised return in the fund's history.; ज़्यादा बेहतर हैसभी 10-साल की विंडो; Less sensitive to one exceptional market phase than the mean.
रिकॉर्ड पर सबसे कमज़ोर 10-साल का दौर: रोलिंग 10Y न्यूनतमrolling_10y_min; The lowest per-year return of any 10-year stretch the fund has lived through.; minimum of every overlapping 10-year annualised return in the fund's history.; ज़्यादा बेहतर हैसभी 10-साल की विंडो; The single worst window in the available history - not a floor on future outcomes.
रिकॉर्ड पर सबसे मज़बूत 10-साल का दौर: रोलिंग 10Y अधिकतमrolling_10y_max; The highest per-year return of any 10-year stretch the fund has lived through.; maximum of every overlapping 10-year annualised return in the fund's history.; कोई भी दिशा बेहतर नहींसभी 10-साल की विंडो; The best window. Useful for range, useless as an expectation.
नतीजा शुरुआत की तारीख पर कितना निर्भर रहा: रोलिंग 10Y फैलावrolling_10y_std; How far apart the 10-year results were, depending on the month someone happened to start.; dispersion of every overlapping 10-year annualised return in the fund's history.; कम बेहतर हैसभी 10-साल की विंडो; Standard deviation across overlapping windows; windows share months, so it understates independence.
कितनी बार 10 साल मुनाफ़े में खत्म हुए: रोलिंग 10Y पॉज़िटिव %rolling_10y_positive_pct; The share of 10-year stretches that finished above what was put in.; positive % of every overlapping 10-year annualised return in the fund's history.; ज़्यादा बेहतर हैसभी 10-साल की विंडो; Share of windows with a return above zero, not above inflation.
इसने कितनी बार मिलते-जुलते फंडों को पीछे छोड़ा: रोलिंग 10Y सब-कैटेगरी से बेहतर %rolling_10y_beat_category_pct; The share of 10-year stretches in which it ended ahead of the average similar fund.; beat sub-category % of every overlapping 10-year annualised return in the fund's history.; ज़्यादा बेहतर हैसभी 10-साल की विंडो; Compared against the equal-weighted peer index, which is itself survivorship-affected.
इसने कितनी बार इंडेक्स को पीछे छोड़ा: रोलिंग 10Y बेंचमार्क से बेहतर %rolling_10y_beat_benchmark_pct; The share of 10-year stretches in which it ended ahead of the index it is measured against.; beat benchmark % of every overlapping 10-year annualised return in the fund's history.; ज़्यादा बेहतर हैसभी 10-साल की विंडो; Only as good as the mapped benchmark series.

मिलते-जुलते फंडों के मुकाबले

मिलते-जुलते फंडों के अच्छे महीनों का कितना हिस्सा पकड़ा: अपसाइड कैप्चर 3Yupside_capture_3y; How much of the gain similar funds made in their rising months this fund made too.; Fund's compounded return over months its sub-category peer average rose, divided by the peer average's own compounded return over those same months.; ज़्यादा बेहतर है3 साल; Against the leave-one-out sub-category peer average, not a benchmark index - capture against peers and capture against a benchmark are different numbers.
मिलते-जुलते फंडों के बुरे महीनों का कितना हिस्सा झेला: डाउनसाइड कैप्चर 3Ydownside_capture_3y; How much of the loss similar funds took in their falling months this fund took too.; Fund's compounded return over months its sub-category peer average fell, divided by the peer average's own compounded return over those same months.; कम बेहतर है3 साल; Below 1 means the fund lost less than peers when they fell, the desirable direction. Against the leave-one-out sub-category peer average, not a benchmark index - capture against peers and capture against a benchmark are different numbers.
मिलते-जुलते फंडों के अच्छे महीनों का कितना हिस्सा पकड़ा: अपसाइड कैप्चर 5Yupside_capture_5y; How much of the gain similar funds made in their rising months this fund made too.; Fund's compounded return over months its sub-category peer average rose, divided by the peer average's own compounded return over those same months.; ज़्यादा बेहतर है5 साल; Against the leave-one-out sub-category peer average, not a benchmark index - capture against peers and capture against a benchmark are different numbers.
मिलते-जुलते फंडों के बुरे महीनों का कितना हिस्सा झेला: डाउनसाइड कैप्चर 5Ydownside_capture_5y; How much of the loss similar funds took in their falling months this fund took too.; Fund's compounded return over months its sub-category peer average fell, divided by the peer average's own compounded return over those same months.; कम बेहतर है5 साल; Below 1 means the fund lost less than peers when they fell, the desirable direction. Against the leave-one-out sub-category peer average, not a benchmark index - capture against peers and capture against a benchmark are different numbers.
मिलते-जुलते फंडों से आगे / पीछे (3Y): सब-कैटेगरी से अंतर 3Yfund_minus_category_3y; How far its per-year return sits above or below the average similar fund.; Fund CAGR minus the leave-one-out average CAGR of its peer universe.; ज़्यादा बेहतर है3 साल; Peers are today's surviving schemes; funds that closed are not in the average.
मिलते-जुलते फंडों के औसत का कितना गुना (3Y): सब-कैटेगरी के मुकाबले रेशियो 3Yfund_div_category_3y; Its per-year return expressed as a multiple of the average similar fund's.; Fund CAGR divided by the peer average CAGR.; ज़्यादा बेहतर है3 साल; Undefined and shown blank when the peer average is zero or negative.
मिलते-जुलते फंडों का औसत रिटर्न (3Y): सब-कैटेगरी CAGR 3Ycategory_return_3y; The per-year return of the average fund of the same type, this one left out.; Average trailing CAGR of the peer universe, excluding this fund.; कोई भी दिशा बेहतर नहीं3 साल; Equal-weighted across schemes by default, not weighted by AUM.
इसने कितने भरोसे से मिलते-जुलते फंडों को पीछे छोड़ा (3Y): सब-कैटेगरी के मुकाबले इंफॉर्मेशन रेशियो 3Yinformation_ratio_vs_category_3y; Whether its lead over similar funds came steadily month after month or from a few odd months.; Measures the consistency of monthly fund outperformance versus its sub-category peer return.; ज़्यादा बेहतर है3 साल; It is not benchmark Information Ratio. The app uses an equal-weighted, leave-one-out peer return by default.
मिलते-जुलते फंडों से आगे / पीछे (5Y): सब-कैटेगरी से अंतर 5Yfund_minus_category_5y; How far its per-year return sits above or below the average similar fund.; Fund CAGR minus the leave-one-out average CAGR of its peer universe.; ज़्यादा बेहतर है5 साल; Peers are today's surviving schemes; funds that closed are not in the average.
मिलते-जुलते फंडों के औसत का कितना गुना (5Y): सब-कैटेगरी के मुकाबले रेशियो 5Yfund_div_category_5y; Its per-year return expressed as a multiple of the average similar fund's.; Fund CAGR divided by the peer average CAGR.; ज़्यादा बेहतर है5 साल; Undefined and shown blank when the peer average is zero or negative.
मिलते-जुलते फंडों का औसत रिटर्न (5Y): सब-कैटेगरी CAGR 5Ycategory_return_5y; The per-year return of the average fund of the same type, this one left out.; Average trailing CAGR of the peer universe, excluding this fund.; कोई भी दिशा बेहतर नहीं5 साल; Equal-weighted across schemes by default, not weighted by AUM.
इसने कितने भरोसे से मिलते-जुलते फंडों को पीछे छोड़ा (5Y): सब-कैटेगरी के मुकाबले इंफॉर्मेशन रेशियो 5Yinformation_ratio_vs_category_5y; Whether its lead over similar funds came steadily month after month or from a few odd months.; Measures the consistency of monthly fund outperformance versus its sub-category peer return.; ज़्यादा बेहतर है5 साल; It is not benchmark Information Ratio. The app uses an equal-weighted, leave-one-out peer return by default.
मिलते-जुलते फंडों से आगे / पीछे (10Y): सब-कैटेगरी से अंतर 10Yfund_minus_category_10y; How far its per-year return sits above or below the average similar fund.; Fund CAGR minus the leave-one-out average CAGR of its peer universe.; ज़्यादा बेहतर है10 साल; Peers are today's surviving schemes; funds that closed are not in the average.
मिलते-जुलते फंडों के औसत का कितना गुना (10Y): सब-कैटेगरी के मुकाबले रेशियो 10Yfund_div_category_10y; Its per-year return expressed as a multiple of the average similar fund's.; Fund CAGR divided by the peer average CAGR.; ज़्यादा बेहतर है10 साल; Undefined and shown blank when the peer average is zero or negative.
मिलते-जुलते फंडों का औसत रिटर्न (10Y): सब-कैटेगरी CAGR 10Ycategory_return_10y; The per-year return of the average fund of the same type, this one left out.; Average trailing CAGR of the peer universe, excluding this fund.; कोई भी दिशा बेहतर नहीं10 साल; Equal-weighted across schemes by default, not weighted by AUM.
इसने कितने भरोसे से मिलते-जुलते फंडों को पीछे छोड़ा (10Y): सब-कैटेगरी के मुकाबले इंफॉर्मेशन रेशियो 10Yinformation_ratio_vs_category_10y; Whether its lead over similar funds came steadily month after month or from a few odd months.; Measures the consistency of monthly fund outperformance versus its sub-category peer return.; ज़्यादा बेहतर है10 साल; It is not benchmark Information Ratio. The app uses an equal-weighted, leave-one-out peer return by default.
मिलते-जुलते फंडों के मुकाबले स्कोर: कंपोज़िट स्कोरscore; A 0-100 summary of how this fund compares with similar funds on the measures in the weight table. It compares like with like, so scores from two different groups of funds do not line up with each other.; Weighted percentile decomposition against the fund's own peer group, 0-100. Computed by the same scoring module GET /score/{scheme_code} returns in full.; ज़्यादा बेहतर है3y / 5y / 10y मिश्रण; A description of the past against a declared weight table, never a rating or a recommendation. It is a percentile inside one peer group, so it does not compare across groups: a fund scoring 80 among 34 small-cap funds and one scoring 60 among 16 US feeders are not ranked against each other. Blank where the peer group is too thin to rank in, or where the fund answers less than half the weight table.
यह फंड स्कोर के कितने हिस्से का जवाब दे सका: स्कोर कवरेजscore_coverage; How much of the scoring table this fund has enough history for. A lower figure means the score rests on fewer measures.; Share of the composite score's weight table this fund could answer; the score is renormalised over it.; कोई भी दिशा बेहतर नहींस्नैपशॉट के अनुसार; A young fund answers less of the table, so its score rests on fewer measures. Below half the table no score is published at all.

इंडेक्स के मुकाबले

इसके इंडेक्स का रिटर्न (3Y): बेंचमार्क CAGR 3Ybenchmark_return_3y; The per-year return of the index this fund is measured against.; Trailing CAGR of the mapped benchmark over the same window as the fund.; कोई भी दिशा बेहतर नहीं3 साल; Blank when no benchmark series is loaded for the fund's category.
इंडेक्स से आगे / पीछे (3Y): बेंचमार्क से अंतर 3Yfund_minus_benchmark_3y; How far its per-year return sits above or below the index it is measured against.; Fund CAGR minus the mapped benchmark's CAGR.; ज़्यादा बेहतर है3 साल; Blank when no benchmark series is loaded for the fund's category.
इसने कितने भरोसे से इंडेक्स को पीछे छोड़ा (3Y): बेंचमार्क के मुकाबले IR 3Yinformation_ratio_vs_benchmark_3y; Whether its lead over the index came steadily month after month or from a few odd months.; Mean monthly active return over its standard deviation, annualised, against the mapped benchmark.; ज़्यादा बेहतर है3 साल; A proxy benchmark is net of that index fund's costs, which flatters the fund slightly. Blank when the mapped benchmark is in another currency.
यह अपने इंडेक्स के कितना करीब चलता है (3Y): ट्रैकिंग एरर 3Ytracking_error_3y; How far its month-to-month returns drift from the index's.; Annualised standard deviation of the fund-minus-benchmark monthly return.; कम बेहतर है3 साल; For an active fund a low value means index-hugging, not skill. Blank when the mapped benchmark is in another currency.
वह रिटर्न जो इंडेक्स नहीं समझाता (3Y): अल्फा 3Yalpha_3y; The part of its return left over once the index's own movement is accounted for.; Annualised intercept of the fund's excess return regressed on the benchmark's excess return.; ज़्यादा बेहतर है3 साल; Only meaningful against a benchmark the fund actually tracks; check R-squared and beta. Blank when the mapped benchmark is in another currency.
यह इंडेक्स के साथ कितनी ज़ोर से झूलता है (3Y): बीटा 3Ybeta_3y; Whether it moves more or less than the index when the index moves.; Slope of the fund's excess return regressed on the benchmark's excess return: sensitivity to the benchmark.; कोई भी दिशा बेहतर नहीं3 साल; Above 1 means it amplified the index, in both directions. Blank when the mapped benchmark is in another currency.
इंडेक्स कितना समझाता है (3Y): R-squared 3Yr_squared_3y; How much of its movement is simply the index moving, rather than anything particular to this fund.; Share of the fund's excess return variance explained by that same regression.; कोई भी दिशा बेहतर नहीं3 साल; A low value means alpha and beta describe this fund poorly. Blank when the mapped benchmark is in another currency.
उस बचे हुए रिटर्न के पीछे सबूत कितना मज़बूत है (3Y): अल्फा t-stat 3Yalpha_tstat_3y; How large the unexplained return is next to the noise in the same measurement.; T-statistic of the monthly alpha estimate against zero, from the same regression's residual standard error.; कोई भी दिशा बेहतर नहीं3 साल; No multiple-comparisons correction is applied: screened across the full universe, roughly 5% of funds are expected to clear p < 0.05 by chance alone even with zero true skill. See the methodology page for the expected false-positive count. Blank when the mapped benchmark is in another currency.
इस बेहतर प्रदर्शन के संयोग होने की संभावना (3Y): अल्फा p-value 3Yalpha_pvalue_3y; How often a fund with no real edge would show a gap this large by luck alone.; Two-sided p-value of the alpha t-statistic against the t-distribution with n-2 degrees of freedom.; कम बेहतर है3 साल; No multiple-comparisons correction is applied: screened across the full universe, roughly 5% of funds are expected to clear p < 0.05 by chance alone even with zero true skill. See the methodology page for the expected false-positive count. Blank when the mapped benchmark is in another currency.
इसके इंडेक्स का रिटर्न (5Y): बेंचमार्क CAGR 5Ybenchmark_return_5y; The per-year return of the index this fund is measured against.; Trailing CAGR of the mapped benchmark over the same window as the fund.; कोई भी दिशा बेहतर नहीं5 साल; Blank when no benchmark series is loaded for the fund's category.
इंडेक्स से आगे / पीछे (5Y): बेंचमार्क से अंतर 5Yfund_minus_benchmark_5y; How far its per-year return sits above or below the index it is measured against.; Fund CAGR minus the mapped benchmark's CAGR.; ज़्यादा बेहतर है5 साल; Blank when no benchmark series is loaded for the fund's category.
इसने कितने भरोसे से इंडेक्स को पीछे छोड़ा (5Y): बेंचमार्क के मुकाबले IR 5Yinformation_ratio_vs_benchmark_5y; Whether its lead over the index came steadily month after month or from a few odd months.; Mean monthly active return over its standard deviation, annualised, against the mapped benchmark.; ज़्यादा बेहतर है5 साल; A proxy benchmark is net of that index fund's costs, which flatters the fund slightly. Blank when the mapped benchmark is in another currency.
यह अपने इंडेक्स के कितना करीब चलता है (5Y): ट्रैकिंग एरर 5Ytracking_error_5y; How far its month-to-month returns drift from the index's.; Annualised standard deviation of the fund-minus-benchmark monthly return.; कम बेहतर है5 साल; For an active fund a low value means index-hugging, not skill. Blank when the mapped benchmark is in another currency.
वह रिटर्न जो इंडेक्स नहीं समझाता (5Y): अल्फा 5Yalpha_5y; The part of its return left over once the index's own movement is accounted for.; Annualised intercept of the fund's excess return regressed on the benchmark's excess return.; ज़्यादा बेहतर है5 साल; Only meaningful against a benchmark the fund actually tracks; check R-squared and beta. Blank when the mapped benchmark is in another currency.
यह इंडेक्स के साथ कितनी ज़ोर से झूलता है (5Y): बीटा 5Ybeta_5y; Whether it moves more or less than the index when the index moves.; Slope of the fund's excess return regressed on the benchmark's excess return: sensitivity to the benchmark.; कोई भी दिशा बेहतर नहीं5 साल; Above 1 means it amplified the index, in both directions. Blank when the mapped benchmark is in another currency.
इंडेक्स कितना समझाता है (5Y): R-squared 5Yr_squared_5y; How much of its movement is simply the index moving, rather than anything particular to this fund.; Share of the fund's excess return variance explained by that same regression.; कोई भी दिशा बेहतर नहीं5 साल; A low value means alpha and beta describe this fund poorly. Blank when the mapped benchmark is in another currency.
उस बचे हुए रिटर्न के पीछे सबूत कितना मज़बूत है (5Y): अल्फा t-stat 5Yalpha_tstat_5y; How large the unexplained return is next to the noise in the same measurement.; T-statistic of the monthly alpha estimate against zero, from the same regression's residual standard error.; कोई भी दिशा बेहतर नहीं5 साल; No multiple-comparisons correction is applied: screened across the full universe, roughly 5% of funds are expected to clear p < 0.05 by chance alone even with zero true skill. See the methodology page for the expected false-positive count. Blank when the mapped benchmark is in another currency.
इस बेहतर प्रदर्शन के संयोग होने की संभावना (5Y): अल्फा p-value 5Yalpha_pvalue_5y; How often a fund with no real edge would show a gap this large by luck alone.; Two-sided p-value of the alpha t-statistic against the t-distribution with n-2 degrees of freedom.; कम बेहतर है5 साल; No multiple-comparisons correction is applied: screened across the full universe, roughly 5% of funds are expected to clear p < 0.05 by chance alone even with zero true skill. See the methodology page for the expected false-positive count. Blank when the mapped benchmark is in another currency.
इसके इंडेक्स का रिटर्न (10Y): बेंचमार्क CAGR 10Ybenchmark_return_10y; The per-year return of the index this fund is measured against.; Trailing CAGR of the mapped benchmark over the same window as the fund.; कोई भी दिशा बेहतर नहीं10 साल; Blank when no benchmark series is loaded for the fund's category.
इंडेक्स से आगे / पीछे (10Y): बेंचमार्क से अंतर 10Yfund_minus_benchmark_10y; How far its per-year return sits above or below the index it is measured against.; Fund CAGR minus the mapped benchmark's CAGR.; ज़्यादा बेहतर है10 साल; Blank when no benchmark series is loaded for the fund's category.
इसने कितने भरोसे से इंडेक्स को पीछे छोड़ा (10Y): बेंचमार्क के मुकाबले IR 10Yinformation_ratio_vs_benchmark_10y; Whether its lead over the index came steadily month after month or from a few odd months.; Mean monthly active return over its standard deviation, annualised, against the mapped benchmark.; ज़्यादा बेहतर है10 साल; A proxy benchmark is net of that index fund's costs, which flatters the fund slightly. Blank when the mapped benchmark is in another currency.
यह अपने इंडेक्स के कितना करीब चलता है (10Y): ट्रैकिंग एरर 10Ytracking_error_10y; How far its month-to-month returns drift from the index's.; Annualised standard deviation of the fund-minus-benchmark monthly return.; कम बेहतर है10 साल; For an active fund a low value means index-hugging, not skill. Blank when the mapped benchmark is in another currency.
वह रिटर्न जो इंडेक्स नहीं समझाता (10Y): अल्फा 10Yalpha_10y; The part of its return left over once the index's own movement is accounted for.; Annualised intercept of the fund's excess return regressed on the benchmark's excess return.; ज़्यादा बेहतर है10 साल; Only meaningful against a benchmark the fund actually tracks; check R-squared and beta. Blank when the mapped benchmark is in another currency.
यह इंडेक्स के साथ कितनी ज़ोर से झूलता है (10Y): बीटा 10Ybeta_10y; Whether it moves more or less than the index when the index moves.; Slope of the fund's excess return regressed on the benchmark's excess return: sensitivity to the benchmark.; कोई भी दिशा बेहतर नहीं10 साल; Above 1 means it amplified the index, in both directions. Blank when the mapped benchmark is in another currency.
इंडेक्स कितना समझाता है (10Y): R-squared 10Yr_squared_10y; How much of its movement is simply the index moving, rather than anything particular to this fund.; Share of the fund's excess return variance explained by that same regression.; कोई भी दिशा बेहतर नहीं10 साल; A low value means alpha and beta describe this fund poorly. Blank when the mapped benchmark is in another currency.
उस बचे हुए रिटर्न के पीछे सबूत कितना मज़बूत है (10Y): अल्फा t-stat 10Yalpha_tstat_10y; How large the unexplained return is next to the noise in the same measurement.; T-statistic of the monthly alpha estimate against zero, from the same regression's residual standard error.; कोई भी दिशा बेहतर नहीं10 साल; No multiple-comparisons correction is applied: screened across the full universe, roughly 5% of funds are expected to clear p < 0.05 by chance alone even with zero true skill. See the methodology page for the expected false-positive count. Blank when the mapped benchmark is in another currency.
इस बेहतर प्रदर्शन के संयोग होने की संभावना (10Y): अल्फा p-value 10Yalpha_pvalue_10y; How often a fund with no real edge would show a gap this large by luck alone.; Two-sided p-value of the alpha t-statistic against the t-distribution with n-2 degrees of freedom.; कम बेहतर है10 साल; No multiple-comparisons correction is applied: screened across the full universe, roughly 5% of funds are expected to clear p < 0.05 by chance alone even with zero true skill. See the methodology page for the expected false-positive count. Blank when the mapped benchmark is in another currency.

जोखिम

उतार-चढ़ाव की हर यूनिट पर कमाया रिटर्न (3Y): Sharpe 3Ysharpe_3y; How much return it produced for the amount its value moved around.; Mean monthly return above the risk-free rate over the standard deviation of monthly returns, annualised.; ज़्यादा बेहतर है3 साल; Penalises upside volatility as much as downside.
नुकसान की हर यूनिट पर कमाया रिटर्न (3Y): Sortino 3Ysortino_3y; How much return it produced for the size of its losing months alone.; Excess return over downside deviation, annualised.; ज़्यादा बेहतर है3 साल; Downside deviation uses only months below the risk-free rate, so it rests on fewer observations.
सफ़र कितना ऊबड़-खाबड़ रहा (3Y): वोलैटिलिटी 3Yvolatility_3y; How widely its month-to-month returns swung around their average.; Annualised standard deviation of monthly returns.; कम बेहतर है3 साल; Monthly data smooths intra-month drawdowns.
बुरे महीने कितने बड़े थे (3Y): डाउनसाइड डेविएशन 3Ydownside_deviation_3y; How far its weak months fell short, ignoring the good ones.; Annualised standard deviation of shortfalls below the monthly risk-free rate.; कम बेहतर है3 साल; Estimated from below-threshold months only.
उतार-चढ़ाव की हर यूनिट पर कमाया रिटर्न (5Y): Sharpe 5Ysharpe_5y; How much return it produced for the amount its value moved around.; Mean monthly return above the risk-free rate over the standard deviation of monthly returns, annualised.; ज़्यादा बेहतर है5 साल; Penalises upside volatility as much as downside.
नुकसान की हर यूनिट पर कमाया रिटर्न (5Y): Sortino 5Ysortino_5y; How much return it produced for the size of its losing months alone.; Excess return over downside deviation, annualised.; ज़्यादा बेहतर है5 साल; Downside deviation uses only months below the risk-free rate, so it rests on fewer observations.
सफ़र कितना ऊबड़-खाबड़ रहा (5Y): वोलैटिलिटी 5Yvolatility_5y; How widely its month-to-month returns swung around their average.; Annualised standard deviation of monthly returns.; कम बेहतर है5 साल; Monthly data smooths intra-month drawdowns.
बुरे महीने कितने बड़े थे (5Y): डाउनसाइड डेविएशन 5Ydownside_deviation_5y; How far its weak months fell short, ignoring the good ones.; Annualised standard deviation of shortfalls below the monthly risk-free rate.; कम बेहतर है5 साल; Estimated from below-threshold months only.
उतार-चढ़ाव की हर यूनिट पर कमाया रिटर्न (10Y): Sharpe 10Ysharpe_10y; How much return it produced for the amount its value moved around.; Mean monthly return above the risk-free rate over the standard deviation of monthly returns, annualised.; ज़्यादा बेहतर है10 साल; Penalises upside volatility as much as downside.
नुकसान की हर यूनिट पर कमाया रिटर्न (10Y): Sortino 10Ysortino_10y; How much return it produced for the size of its losing months alone.; Excess return over downside deviation, annualised.; ज़्यादा बेहतर है10 साल; Downside deviation uses only months below the risk-free rate, so it rests on fewer observations.
सफ़र कितना ऊबड़-खाबड़ रहा (10Y): वोलैटिलिटी 10Yvolatility_10y; How widely its month-to-month returns swung around their average.; Annualised standard deviation of monthly returns.; कम बेहतर है10 साल; Monthly data smooths intra-month drawdowns.
बुरे महीने कितने बड़े थे (10Y): डाउनसाइड डेविएशन 10Ydownside_deviation_10y; How far its weak months fell short, ignoring the good ones.; Annualised standard deviation of shortfalls below the monthly risk-free rate.; कम बेहतर है10 साल; Estimated from below-threshold months only.

ड्रॉडाउन

उस गिरावट से उबरने में लगा समय: ड्रॉडाउन से रिकवरी (दिन) 5Ymax_drawdown_5y_recovery_days; How long it took to get back to the level it fell from.; Calendar days from the trough of the worst peak-to-trough fall in the last 5 years to the first daily NAV that regained the pre-fall peak.; कम बेहतर है5 साल; Blank, never a large number, when the fund has not yet regained that peak.
पीक से सबसे बड़ी गिरावट (3Y): मैक्स ड्रॉडाउन 3Ymax_drawdown_3y; The largest drop from a high point to the low that followed it, before any recovery.; Worst peak-to-trough fall in daily NAV, carried as a negative number: -12% is a milder fall than -40%, which is why a higher value is the better one.; ज़्यादा बेहतर है3 साल; Measured on daily NAV. The series starts at any NAV redenomination, so the step is never counted as a fall.
सबसे बड़ी गिरावट की हर यूनिट पर रिटर्न (3Y): Calmar 3Ycalmar_3y; Its per-year return set against the deepest drop it went through to get there.; Trailing CAGR divided by the absolute maximum drawdown.; ज़्यादा बेहतर है3 साल; Unstable when the drawdown is small.
पीक से सबसे बड़ी गिरावट (5Y): मैक्स ड्रॉडाउन 5Ymax_drawdown_5y; The largest drop from a high point to the low that followed it, before any recovery.; Worst peak-to-trough fall in daily NAV, carried as a negative number: -12% is a milder fall than -40%, which is why a higher value is the better one.; ज़्यादा बेहतर है5 साल; Measured on daily NAV. The series starts at any NAV redenomination, so the step is never counted as a fall.
सबसे बड़ी गिरावट की हर यूनिट पर रिटर्न (5Y): Calmar 5Ycalmar_5y; Its per-year return set against the deepest drop it went through to get there.; Trailing CAGR divided by the absolute maximum drawdown.; ज़्यादा बेहतर है5 साल; Unstable when the drawdown is small.
पीक से सबसे बड़ी गिरावट (10Y): मैक्स ड्रॉडाउन 10Ymax_drawdown_10y; The largest drop from a high point to the low that followed it, before any recovery.; Worst peak-to-trough fall in daily NAV, carried as a negative number: -12% is a milder fall than -40%, which is why a higher value is the better one.; ज़्यादा बेहतर है10 साल; Measured on daily NAV. The series starts at any NAV redenomination, so the step is never counted as a fall.
सबसे बड़ी गिरावट की हर यूनिट पर रिटर्न (10Y): Calmar 10Ycalmar_10y; Its per-year return set against the deepest drop it went through to get there.; Trailing CAGR divided by the absolute maximum drawdown.; ज़्यादा बेहतर है10 साल; Unstable when the drawdown is small.

रैंक की स्थिरता

इसकी निवेश शैली कितनी बदली है (3Y): स्टाइल ड्रिफ्ट (3Y)style_drift_3y; How far the kind of holdings its returns look like has moved over the last three years.; Mean turnover between consecutive rolling 36-month style-factor fits over the last 3 years: half the sum of absolute weight changes across the basis, so a complete switch from one factor to another reads as 1 and an unchanged mix as 0.; कम बेहतर है3 years of monthly-stepped 36-month windows; Inferred from NAV, not from holdings - the same style-analysis basis as the exposure fit, and blank for the same reasons: too little shared history with the basis, or fewer than 2 windows in the last 3 years that clear the R-squared floor.
आज मिलते-जुलते फंडों में रैंक ग्रुप, 3-साल रिटर्न पर (1 = सबसे ऊपरी चौथाई): अभी का क्वार्टाइल (3Y)quartile_now_3y; Which quarter of similar funds its three-year return sits in as of today.; Quartile of the fund's trailing 3-year return inside its sub-category as of the snapshot date, 1 being the best-performing quarter of peers.; कम बेहतर है3 years to the snapshot date; Ranked inside the fund's own sub-category, requiring the same minimum peer count as every other peer-relative metric; blank below it.
आज मिलते-जुलते फंडों में रैंक ग्रुप (1 = सबसे ऊपरी चौथाई): अभी का क्वार्टाइल (5Y)quartile_now_5y; Which quarter of similar funds its five-year return sits in as of today.; Quartile of the fund's trailing 5-year return inside its sub-category as of the snapshot date, 1 being the best-performing quarter of peers.; कम बेहतर है5 years to the snapshot date; Ranked inside the fund's own sub-category, requiring the same minimum peer count as every other peer-relative metric; blank below it.
यह कितनी बार उसी रैंक ग्रुप में रहा: क्वार्टाइल में टिके रहना (3Y)quartile_persistence_3y; Over the last few years, how much of the time it sat in the rank group it is in now.; Share of month ends in the last 5 years where the fund's trailing 3-year sub-category quartile matched the quartile it is in now.; ज़्यादा बेहतर है5 साल; Ranked inside the fund's own sub-category, requiring the same minimum peer count as every other peer-relative metric; blank below it. Past performance chasing is the error this exists to check.
मिलते-जुलते फंडों की सबसे ऊपरी चौथाई में बिताया समय: टॉप क्वार्टाइल में समय (3Y)quartile_top_share_3y; How much of the last few years its three-year return ranked in the leading quarter of similar funds.; Share of month ends in the last 5 years where the fund's trailing 3-year return ranked in the top quartile of its sub-category.; ज़्यादा बेहतर है5 साल; Ranked inside the fund's own sub-category, requiring the same minimum peer count as every other peer-relative metric; blank below it.
इसका रैंक ग्रुप कितनी बार बदला: क्वार्टाइल बदलाव (3Y)quartile_transitions_3y; The number of times it moved from one quarter of similar funds to another.; Number of month-to-month changes in the fund's trailing 3-year sub-category quartile over the last 5 years.; कम बेहतर है5 साल; Ranked inside the fund's own sub-category, requiring the same minimum peer count as every other peer-relative metric; blank below it. Fewer changes means a more stable relative rank, not a better one.

लागत और शर्तें

सालाना फीस, रिटर्न में से पहले ही घटाई गई: एक्सपेंस रेशियोexpense_ratio; The yearly charge the fund house takes; the returns shown are after it.; Total expense ratio for this scheme's plan, as disclosed by the AMC.; कम बेहतर हैताज़ा डिस्क्लोज़र; Matched to the scheme by name, since the disclosure carries no scheme code. The source covers only part of the industry, so a blank means not published, not zero. Returns already sit net of it, so it is not a second deduction.
जल्दी बेचने पर चार्ज: एग्ज़िट लोडexit_load_pct; What is deducted if the money is taken out inside the early-exit window.; Exit load charged on redemption inside the exit load period, per the SID.; कम बेहतर हैमौजूदा; Third-party enrichment, not AMFI. Blank when the source does not carry this scheme.
जल्दी निकलने का वह चार्ज कितने समय तक लगता है: एग्ज़िट लोड अवधिexit_load_period_days; The number of days after buying during which selling incurs the charge.; Days after purchase during which the exit load applies.; कोई भी दिशा बेहतर नहींमौजूदा; Third-party enrichment, not AMFI. Blank when the source does not carry this scheme.
पैसा इतने समय तक नहीं निकाल सकते: लॉक-इनlock_in_days; The period after buying in which the money simply cannot be taken out.; Mandatory lock-in period from purchase, such as for ELSS schemes.; कोई भी दिशा बेहतर नहींमौजूदा; Third-party enrichment, not AMFI. Blank when the source does not carry this scheme.
सबसे छोटी एकमुश्त राशि: न्यूनतम निवेशmin_investment; The least the fund accepts as a one-off amount.; Minimum lump-sum investment stated in the SID.; कोई भी दिशा बेहतर नहींमौजूदा; Third-party enrichment, not AMFI. Blank when the source does not carry this scheme.
सबसे छोटी मासिक राशि: न्यूनतम SIPmin_sip; The least the fund accepts as a monthly instalment.; Minimum monthly SIP instalment stated in the SID.; कोई भी दिशा बेहतर नहींमौजूदा; Third-party enrichment, not AMFI. Blank when the source does not carry this scheme.

आकार

इसी प्लान में पैसा (तिमाही औसत): स्कीम AAUM (तिमाही औसत, ₹ Cr)latest_aum; How much investors hold in this one plan variant, averaged over the latest quarter.; This is AMFI quarterly average AUM for this exact scheme variant, such as Direct Growth.; कोई भी दिशा बेहतर नहींताज़ा प्रकाशित तिमाही; It is not a current month-end AUM and does not include related Direct/Regular or Growth/IDCW variants.
फंड में कुल पैसा, सभी प्लान: फंड AUM (फैमिली कुल, तिमाही औसत, ₹ Cr)aum_family_latest; How much investors hold in this fund across every plan variant of it.; Sum of latest_aum across every scheme code sharing this fund's fund_family_id (Direct/Regular, Growth/IDCW) - the figure comparable to a factsheet total.; कोई भी दिशा बेहतर नहींताज़ा प्रकाशित तिमाही; Still AMFI's SEBI-standardised quarterly average, so it will not match a month-end factsheet figure. Null where no variant in the family has a reported AUM.
एक साल में फंड के आकार में बदलाव: AUM ग्रोथ (4Q)aum_growth_4q; How much the money held in the fund grew or shrank over the last four quarters.; Growth in aum_family_latest over the last 4 AMFI-published quarters.; कोई भी दिशा बेहतर नहींपिछली 4 तिमाहियां; Needs 5 distinct quarterly AUM readings recorded for the fund's family; blank below that, such as for a fund newly tracked by this project.
मिलते-जुलते फंडों के मुकाबले आकार: AUM पर्सेंटाइल (सब-कैटेगरी)aum_percentile_in_sub_category; Where its size sits in the line-up of funds of the same type.; Percentile rank of aum_family_latest inside the fund's clean_sub_category, 1.0 being the largest fund.; कम बेहतर हैas of the snapshot date; Ranked on the family total, not this scheme code's own AUM. Requires the same minimum peer count as every other peer-relative metric; blank below it.

फंड की बुनियादी जानकारी

यह फंड कितने समय से है: फंड की उम्रfund_age_years; Years between its first published price and its latest one.; Years between the first and the latest NAV published for the scheme.; कोई भी दिशा बेहतर नहींशुरुआत से; AMFI publishes no launch date; the first NAV date stands in for it.
आज एक यूनिट की कीमत: NAVlatest_nav; What one unit of the fund is worth now; a high or low figure says nothing about how the fund has done.; Latest published net asset value.; कोई भी दिशा बेहतर नहींताज़ा; For a matured scheme this is its final frozen NAV.
मौजूदा मैनेजर कितने साल से इसे चला रहे हैं: मैनेजर का कार्यकालmanager_tenure_years; How long the person deciding what the fund holds has been in that seat; the record above may predate them.; Years since the current fund manager's stated start date, derived at query time.; कोई भी दिशा बेहतर नहींआज की तारीख में; Third-party enrichment, not AMFI. Blank when the source does not carry a start date.