Top performing mutual fund categories | Mutual fund category performance 2025

TOP PERFORMING CATEGORIES

Long Term
Short Term

Category	1Y	2Y	3Y	5Y
Others: Index Funds/ETFs Others: Index Funds/ETFs	5.4%	6.5%	12.5%	10.5%
Equity: Multi Cap Fund Equity: Multi Cap Fund	20.7%	13.5%	9.6%	9.2%
Equity: Large Cap Fund Equity: Large Cap Fund	-5.2%	7.3%	8.7%	8.3%
Equity: Large & Mid Cap Fund Equity: Large & Mid Cap Fund	3.6%	22.3%	13.5%	9.3%
Equity: Mid Cap Fund Equity: Mid Cap Fund	30.7%	36.7%	20.8%	15.5%
Equity: Small Cap Fund Equity: Small Cap Fund	11.4%	18.7%	8.3%	7.1%
Equity: ELSS Equity: ELSS	24.8%	16.3%	14.1%	13.8%
Equity: Sectoral/Thematic Equity: Sectoral/Thematic	-3.0%	3.5%	9.1%	5.0%
Equity: Value Fund Equity: Value Fund	1.1%	6.3%	13.4%	22.8%
Equity: Focused Fund Equity: Focused Fund	25.3%	17.6%	17.7%	18.1%
Equity: Dividend Yield Fund Equity: Dividend Yield Fund	0.0%	0.0%	0.0%	0.0%
Equity: Contra Fund Equity: Contra Fund	0.0%	0.0%	0.0%	0.0%
Hybrid: Aggressive Hybrid Fund Hybrid: Aggressive Hybrid Fund	6.8%	14.5%	12.2%	10.9%
Hybrid: Arbitrage Fund Hybrid: Arbitrage Fund	5.7%	4.6%	4.3%	4.7%
Hybrid: Dynamic Asset Allocation or Balanced Advantage Hybrid: Dynamic Asset Allocation or Balanced Advantage	5.3%	14.8%	9.7%	0.0%
Hybrid: Equity Savings Hybrid: Equity Savings	2.2%	10.2%	9.2%	10.2%
Hybrid: Fixed Maturity Plans - Hybrid Hybrid: Fixed Maturity Plans - Hybrid	8.0%	9.5%	9.2%	8.3%
Hybrid: Conservative Hybrid Fund Hybrid: Conservative Hybrid Fund	4.3%	6.9%	7.2%	6.9%
Hybrid: Multi Asset Allocation Hybrid: Multi Asset Allocation	-0.8%	2.4%	5.5%	6.6%
Hybrid: Capital Protection Funds Hybrid: Capital Protection Funds	5.6%	5.5%	5.8%	5.7%
Debt: Low Duration Fund Debt: Low Duration Fund	6.8%	6.6%	2.3%	3.6%
Debt: Short Duration Fund Debt: Short Duration Fund	15.5%	10.4%	7.5%	7.3%
Debt: Ultra Short Duration Fund Debt: Ultra Short Duration Fund	6.2%	5.8%	6.2%	6.8%
Debt: Money Market Fund Debt: Money Market Fund	2.0%	4.6%	5.2%	6.1%
Debt: Floater Fund Debt: Floater Fund	-13.1%	-4.9%	-1.4%	2.3%
Debt: Corporate Bond Fund Debt: Corporate Bond Fund	-3.6%	-0.8%	2.0%	4.1%
Debt: Credit Risk Fund Debt: Credit Risk Fund	8.1%	6.0%	6.4%	5.2%
Debt: Fixed Maturity Plans - Debt Debt: Fixed Maturity Plans - Debt	4.7%	6.8%	7.1%	0.0%
Debt: Medium Duration Fund Debt: Medium Duration Fund	-2.8%	-0.3%	2.1%	3.7%
Debt: Dynamic Bond Fund Debt: Dynamic Bond Fund	8.5%	7.3%	6.1%	6.6%
Debt: Medium to Long Duration Fund Debt: Medium to Long Duration Fund	5.7%	5.7%	6.3%	6.5%
Debt: Gilt Fund Debt: Gilt Fund	6.6%	5.9%	6.6%	7.2%
Debt: Long Duration Fund Debt: Long Duration Fund	6.4%	6.4%	6.6%	6.5%

Category	1W	1M	3M	6M
Others: Index Funds/ETFs Others: Index Funds/ETFs	-4.8%	-4.2%	-1.8%	1.4%
Equity: Multi Cap Fund Equity: Multi Cap Fund	-0.8%	-2.7%	3.8%	11.4%
Equity: Large Cap Fund Equity: Large Cap Fund	-1.5%	-6.0%	-8.7%	-2.2%
Equity: Large & Mid Cap Fund Equity: Large & Mid Cap Fund	0.0%	2.0%	-3.7%	-3.0%
Equity: Mid Cap Fund Equity: Mid Cap Fund	2.7%	-1.9%	-5.3%	3.8%
Equity: Small Cap Fund Equity: Small Cap Fund	0.2%	1.1%	3.5%	10.4%
Equity: ELSS Equity: ELSS	0.5%	0.7%	-0.5%	5.7%
Equity: Sectoral/Thematic Equity: Sectoral/Thematic	-1.8%	-10.3%	-9.1%	-6.3%
Equity: Value Fund Equity: Value Fund	-0.1%	0.1%	2.7%	3.7%
Equity: Focused Fund Equity: Focused Fund	0.0%	-2.5%	-4.9%	8.8%
Equity: Dividend Yield Fund Equity: Dividend Yield Fund	0.0%	0.0%	0.0%	0.0%
Equity: Contra Fund Equity: Contra Fund	0.0%	0.0%	0.0%	0.0%
Hybrid: Aggressive Hybrid Fund Hybrid: Aggressive Hybrid Fund	0.0%	1.7%	-0.1%	0.4%
Hybrid: Arbitrage Fund Hybrid: Arbitrage Fund	0.0%	0.6%	1.4%	2.7%
Hybrid: Dynamic Asset Allocation or Balanced Advantage Hybrid: Dynamic Asset Allocation or Balanced Advantage	1.4%	-2.5%	-2.3%	-1.7%
Hybrid: Equity Savings Hybrid: Equity Savings	0.9%	-0.1%	3.6%	1.5%
Hybrid: Fixed Maturity Plans - Hybrid Hybrid: Fixed Maturity Plans - Hybrid	0.4%	0.8%	6.2%	9.6%
Hybrid: Conservative Hybrid Fund Hybrid: Conservative Hybrid Fund	0.1%	0.6%	1.2%	3.4%
Hybrid: Multi Asset Allocation Hybrid: Multi Asset Allocation	-0.9%	6.0%	-4.6%	-2.6%
Hybrid: Capital Protection Funds Hybrid: Capital Protection Funds	0.1%	0.4%	1.7%	2.6%
Debt: Low Duration Fund Debt: Low Duration Fund	0.1%	0.5%	1.1%	4.9%
Debt: Short Duration Fund Debt: Short Duration Fund	8.6%	9.0%	9.6%	13.3%
Debt: Ultra Short Duration Fund Debt: Ultra Short Duration Fund	0.2%	0.5%	1.6%	3.2%
Debt: Money Market Fund Debt: Money Market Fund	0.2%	0.5%	-1.9%	-0.8%
Debt: Floater Fund Debt: Floater Fund	0.1%	-18.4%	-18.1%	-16.4%
Debt: Corporate Bond Fund Debt: Corporate Bond Fund	0.3%	0.9%	1.7%	0.2%
Debt: Credit Risk Fund Debt: Credit Risk Fund	0.2%	0.4%	4.1%	4.6%
Debt: Fixed Maturity Plans - Debt Debt: Fixed Maturity Plans - Debt	-0.1%	-0.1%	0.6%	1.6%
Debt: Medium Duration Fund Debt: Medium Duration Fund	0.0%	-8.7%	-8.4%	-7.0%
Debt: Dynamic Bond Fund Debt: Dynamic Bond Fund	0.6%	0.8%	2.3%	4.9%
Debt: Medium to Long Duration Fund Debt: Medium to Long Duration Fund	-0.1%	1.7%	2.1%	2.2%
Debt: Gilt Fund Debt: Gilt Fund	0.2%	0.3%	1.8%	3.8%
Debt: Long Duration Fund Debt: Long Duration Fund	0.5%	0.9%	2.0%	3.5%