Schemes
3,595
Default share class in this view
Corpus
₹44.7 Lakh Cr
Latest AUM 31 Aug 2026
Median 1Y
+6.5%
33 with a 1-year path
Median vol
12.9%
36 with a risk path
Median 3Y
+34.6%
Point to point, default class
Median 5Y
+44.2%
Point to point, default class
Median Sharpe
0.67
Win rate 3Y 46%
Median max DD
-9.5%
Excess 1Y 0.0%
Default share classes grouped by AMFI asset class. Corpus is latest reported AUM, not an official industry total.
The bar is the 25th to 75th percentile. The dot is the median. Equity and debt do not share a job, so read each row on its own.
Sum of latest AUM in each month for default classes. Coverage changes as more schemes report, so this is not a clean industry series.
₹44.7 Lakh Cr
1-year breadth
Count of default classes in each 1-year return band.
3-year breadth
Same bands on 3-year total return. Fewer schemes have a full path.
Volatility
Annualized daily vol. Debt sits left, equity right.
Sharpe
Risk-adjusted vs the 6.5% proxy.
Each dot is a category. X is median 1Y, Y is median vol, size is corpus. Mixed categories, not a recommendation.
Years since the first NAV on this desk, or the legal inception date when that exists.
Healthy, Monitor, or Review on the default class. Unset means the engine has not scored it yet.
Healthy
14
0% of the book
Monitor
11
0% of the book
Review
7
0% of the book
Unset
3,168
99% of the book
By asset class
The five largest hold 57% of corpus. Top ten: 81%.
₹8.03 Lakh Cr+5.9%
₹5.76 Lakh Cr+26.6%
₹4.95 Lakh Cr+21.3%
₹3.49 Lakh Cr+3.6%
Median 1Y, 3Y, and 5Y inside each asset class. Mixed schemes, not a ranking.
Light 1YMid 3YSolid 5Y
Max drawdown
Peak to trough on the NAV path.
Median TER when the feed has expense ratios. Direct vs Regular uses every share class, not only the default view.
Default class
All Direct
All Regular
Regular sits 0.94 pp above Direct at the median.
Option mix
₹3.45 Lakh Crn/a
₹2.92 Lakh Cr+2.7%
₹2.91 Lakh Cr+16.1%
₹1.82 Lakh Crn/a
₹1.64 Lakh Cr+6.6%
₹1.26 Lakh Crn/a
₹1.16 Lakh Cr+3.5%
₹85,681 Crn/a
Largest books in this desk, by corpus then scheme count.
| Category | Schemes | Corpus | 1Y | Vol |
|---|---|---|---|---|
| Liquid Fund Debt | 41 | ₹3.32 Lakh Cr | +11.4% | +2569.7% |
| Other ETFs Other | 216 | ₹3.26 Lakh Cr | n/a | n/a |
| Small Cap Fund Equity | 25 | ₹2.15 Lakh Cr | n/a | n/a |
| Flexi Cap Fund Equity | 31 | ₹1.94 Lakh Cr | n/a | n/a |
| Liquid Fund Debt | 20 | ₹1.94 Lakh Cr | n/a | n/a |
| Sectoral/ Thematic Equity | 178 | ₹1.9 Lakh Cr | +6.4% | +14.8% |
| Large & Mid Cap Fund Equity | 13 | ₹1.49 Lakh Cr | n/a | n/a |
| Dynamic Asset Allocation or Balanced Advantage Hybrid | 24 | ₹1.4 Lakh Cr | n/a | n/a |
| Index Funds Equity | 302 | ₹1.38 Lakh Cr | +14.0% | +6.4% |
| Money Market Fund Debt | 11 | ₹1.35 Lakh Cr | n/a | n/a |
| Multi Cap Fund Equity | 20 | ₹1.3 Lakh Cr | +0.9% | +16.8% |
| Flexi Cap Fund Equity | 15 | ₹1.3 Lakh Cr | n/a | n/a |
| FoF Domestic Other | 100 | ₹1.21 Lakh Cr | +9.5% | +7.2% |
| Multi Asset Allocation Fund Hybrid | 15 | ₹1.13 Lakh Cr | +16.6% | +9.0% |
| Mid Cap Fund Equity | 21 | ₹98,168 Cr | n/a | n/a |
| Focused Fund Equity | 18 | ₹96,628 Cr | n/a | n/a |