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ICICI Prudential · Money Market

ICICI Prudential Money Market Fund

Debt Scheme - Money Market Fund Direct plan, growth riskometer: Low to moderate benchmark: NIFTY Money Market Index A-I launched 27 Feb 2002 open-ended

At a glance

the fund as it stands today, from public disclosures

NAV, 21 Sep 2026
₹415.85
+0.06% since 18 Sep 2026, the previous NAV
1 year
6.5%
return
3 years
7.4%
a year
5 years
6.7%
a year
Since launch
7.0%
a year, over 12.0 years
Assets (AUM)
₹30,104 Cr
Aug 2026 factsheet
Expense ratio, Direct / Regular
0.18% / 0.28%
a year, as of Aug 2026
Holdings
144
top ten are 26% of the fund · Aug 2026
Disclosed history
6.2 yrs
Aug 2013 – Aug 2026 · 4 of 11 checks could run
Fund managers
Nikhil Kabra · since Aug 2016Manish Banthia · since May 2023

What only Anveshan can tell you

measured from the disclosures, not quoted from a brochure — each links to how it was done

P5Cost, measured

Cannot be measured: needs both a Direct and a Regular growth class.

The Regular and Direct plans hold the same portfolio; the Regular one pays a distributor out of your money every day. The gap between the two NAVs is that cost, measured from the NAVs rather than quoted from a document.

See how it is measured →
P7Whose record

Run by Nikhil Kabra for 10 yrs

with Manish Banthia. A return earned before they arrived is the house's record, not theirs — the tenure table shows the fund against its category over exactly their months.

Nikhil Kabra's other funds →
NAVTracking gap

Not replicated: the portfolio cannot be priced line by line in this build.

Each day, the NAV the fund published against the NAV its last disclosed portfolio would have produced at that day's prices. A gap that opens and stays is a change the fund has made and not disclosed yet.

See the daily gap →
P4Consistency

Beat its category in 88% of three-year stretches, and averaged 0.0 points a year across all of them

109 rolling windows since 2014 · ahead by 0.1 points a year when it won, behind by 0.0 when it lost. A single five-year figure depends on the day you look; the share of stretches won does not — and the average margin says whether winning often was worth anything.

See every window →

headline and record disagree One check found the headline number and the underlying record pointing different ways — marked on the cards below.

NAV and drawdown

Direct plan, growth class · as of 21 Sep 2026

Month-end NAV, indexed to 100 at Sep 2014

100150200Sep 2014Sep 2017Oct 2020Oct 2023Sep 2026Sep 2014: NAV ₹185.40Oct 2014: NAV ₹186.78Nov 2014: NAV ₹188.10Dec 2014: NAV ₹189.45Jan 2015: NAV ₹190.77Feb 2015: NAV ₹192.00Mar 2015: NAV ₹193.49Apr 2015: NAV ₹194.88May 2015: NAV ₹196.27Jun 2015: NAV ₹197.59Jul 2015: NAV ₹198.94Aug 2015: NAV ₹200.26Sep 2015: NAV ₹201.55Oct 2015: NAV ₹202.81Nov 2015: NAV ₹204.11Dec 2015: NAV ₹205.42Jan 2016: NAV ₹206.72Feb 2016: NAV ₹207.99Mar 2016: NAV ₹209.57Apr 2016: NAV ₹210.97May 2016: NAV ₹212.42Jun 2016: NAV ₹213.77Jul 2016: NAV ₹215.10Aug 2016: NAV ₹216.39Sep 2016: NAV ₹217.63Oct 2016: NAV ₹218.89Nov 2016: NAV ₹220.15Dec 2016: NAV ₹221.30Jan 2017: NAV ₹222.58Feb 2017: NAV ₹223.72Mar 2017: NAV ₹225.02Apr 2017: NAV ₹226.15May 2017: NAV ₹227.49Jun 2017: NAV ₹228.72Jul 2017: NAV ₹230.01Aug 2017: NAV ₹231.27Sep 2017: NAV ₹232.45Oct 2017: NAV ₹233.76Nov 2017: NAV ₹234.99Dec 2017: NAV ₹236.27Jan 2018: NAV ₹237.59Feb 2018: NAV ₹238.81Mar 2018: NAV ₹240.32Apr 2018: NAV ₹241.71May 2018: NAV ₹243.26Jun 2018: NAV ₹244.78Jul 2018: NAV ₹246.44Aug 2018: NAV ₹247.99Sep 2018: NAV ₹249.26Oct 2018: NAV ₹251.08Nov 2018: NAV ₹252.79Dec 2018: NAV ₹254.67Jan 2019: NAV ₹256.51Feb 2019: NAV ₹257.96Mar 2019: NAV ₹260.06Apr 2019: NAV ₹261.39May 2019: NAV ₹263.59Jun 2019: NAV ₹264.99Jul 2019: NAV ₹267.34Aug 2019: NAV ₹269.20Sep 2019: NAV ₹270.65Oct 2019: NAV ₹272.56Nov 2019: NAV ₹273.92Dec 2019: NAV ₹275.08Jan 2020: NAV ₹276.39Feb 2020: NAV ₹277.61Mar 2020: NAV ₹279.26Apr 2020: NAV ₹280.91May 2020: NAV ₹284.24Jun 2020: NAV ₹286.05Jul 2020: NAV ₹287.51Aug 2020: NAV ₹288.61Sep 2020: NAV ₹289.54Oct 2020: NAV ₹290.74Nov 2020: NAV ₹291.69Dec 2020: NAV ₹292.54Jan 2021: NAV ₹293.19Feb 2021: NAV ₹294.04Mar 2021: NAV ₹295.28Apr 2021: NAV ₹296.31May 2021: NAV ₹297.19Jun 2021: NAV ₹298.08Jul 2021: NAV ₹299.10Aug 2021: NAV ₹300.21Sep 2021: NAV ₹300.97Oct 2021: NAV ₹301.69Nov 2021: NAV ₹302.80Dec 2021: NAV ₹303.71Jan 2022: NAV ₹304.65Feb 2022: NAV ₹305.56Mar 2022: NAV ₹306.89Apr 2022: NAV ₹307.75May 2022: NAV ₹307.96Jun 2022: NAV ₹309.24Jul 2022: NAV ₹310.48Aug 2022: NAV ₹312.07Sep 2022: NAV ₹313.26Oct 2022: NAV ₹314.78Nov 2022: NAV ₹316.61Dec 2022: NAV ₹318.45Jan 2023: NAV ₹320.23Feb 2023: NAV ₹321.70Mar 2023: NAV ₹324.31Apr 2023: NAV ₹326.40May 2023: NAV ₹328.65Jun 2023: NAV ₹330.60Jul 2023: NAV ₹332.70Aug 2023: NAV ₹334.54Sep 2023: NAV ₹336.38Oct 2023: NAV ₹338.30Nov 2023: NAV ₹340.25Dec 2023: NAV ₹342.24Jan 2024: NAV ₹344.43Feb 2024: NAV ₹346.60Mar 2024: NAV ₹349.23Apr 2024: NAV ₹351.36May 2024: NAV ₹353.55Jun 2024: NAV ₹355.53Jul 2024: NAV ₹358.04Aug 2024: NAV ₹360.07Sep 2024: NAV ₹362.48Oct 2024: NAV ₹364.72Nov 2024: NAV ₹366.81Dec 2024: NAV ₹369.06Jan 2025: NAV ₹371.27Feb 2025: NAV ₹373.32Mar 2025: NAV ₹376.67Apr 2025: NAV ₹380.01May 2025: NAV ₹382.59Jun 2025: NAV ₹385.05Jul 2025: NAV ₹387.27Aug 2025: NAV ₹388.96Sep 2025: NAV ₹390.97Oct 2025: NAV ₹392.97Nov 2025: NAV ₹394.88Dec 2025: NAV ₹396.95Jan 2026: NAV ₹398.34Feb 2026: NAV ₹400.67Mar 2026: NAV ₹402.02Apr 2026: NAV ₹404.45May 2026: NAV ₹405.09Jun 2026: NAV ₹409.72Jul 2026: NAV ₹411.77Aug 2026: NAV ₹414.27Sep 2026: NAV ₹415.85
100150200Sep 2014Sep 2017Oct 2020Oct 2023Sep 2026Sep 2014: NAV ₹185.40Oct 2014: NAV ₹186.78Nov 2014: NAV ₹188.10Dec 2014: NAV ₹189.45Jan 2015: NAV ₹190.77Feb 2015: NAV ₹192.00Mar 2015: NAV ₹193.49Apr 2015: NAV ₹194.88May 2015: NAV ₹196.27Jun 2015: NAV ₹197.59Jul 2015: NAV ₹198.94Aug 2015: NAV ₹200.26Sep 2015: NAV ₹201.55Oct 2015: NAV ₹202.81Nov 2015: NAV ₹204.11Dec 2015: NAV ₹205.42Jan 2016: NAV ₹206.72Feb 2016: NAV ₹207.99Mar 2016: NAV ₹209.57Apr 2016: NAV ₹210.97May 2016: NAV ₹212.42Jun 2016: NAV ₹213.77Jul 2016: NAV ₹215.10Aug 2016: NAV ₹216.39Sep 2016: NAV ₹217.63Oct 2016: NAV ₹218.89Nov 2016: NAV ₹220.15Dec 2016: NAV ₹221.30Jan 2017: NAV ₹222.58Feb 2017: NAV ₹223.72Mar 2017: NAV ₹225.02Apr 2017: NAV ₹226.15May 2017: NAV ₹227.49Jun 2017: NAV ₹228.72Jul 2017: NAV ₹230.01Aug 2017: NAV ₹231.27Sep 2017: NAV ₹232.45Oct 2017: NAV ₹233.76Nov 2017: NAV ₹234.99Dec 2017: NAV ₹236.27Jan 2018: NAV ₹237.59Feb 2018: NAV ₹238.81Mar 2018: NAV ₹240.32Apr 2018: NAV ₹241.71May 2018: NAV ₹243.26Jun 2018: NAV ₹244.78Jul 2018: NAV ₹246.44Aug 2018: NAV ₹247.99Sep 2018: NAV ₹249.26Oct 2018: NAV ₹251.08Nov 2018: NAV ₹252.79Dec 2018: NAV ₹254.67Jan 2019: NAV ₹256.51Feb 2019: NAV ₹257.96Mar 2019: NAV ₹260.06Apr 2019: NAV ₹261.39May 2019: NAV ₹263.59Jun 2019: NAV ₹264.99Jul 2019: NAV ₹267.34Aug 2019: NAV ₹269.20Sep 2019: NAV ₹270.65Oct 2019: NAV ₹272.56Nov 2019: NAV ₹273.92Dec 2019: NAV ₹275.08Jan 2020: NAV ₹276.39Feb 2020: NAV ₹277.61Mar 2020: NAV ₹279.26Apr 2020: NAV ₹280.91May 2020: NAV ₹284.24Jun 2020: NAV ₹286.05Jul 2020: NAV ₹287.51Aug 2020: NAV ₹288.61Sep 2020: NAV ₹289.54Oct 2020: NAV ₹290.74Nov 2020: NAV ₹291.69Dec 2020: NAV ₹292.54Jan 2021: NAV ₹293.19Feb 2021: NAV ₹294.04Mar 2021: NAV ₹295.28Apr 2021: NAV ₹296.31May 2021: NAV ₹297.19Jun 2021: NAV ₹298.08Jul 2021: NAV ₹299.10Aug 2021: NAV ₹300.21Sep 2021: NAV ₹300.97Oct 2021: NAV ₹301.69Nov 2021: NAV ₹302.80Dec 2021: NAV ₹303.71Jan 2022: NAV ₹304.65Feb 2022: NAV ₹305.56Mar 2022: NAV ₹306.89Apr 2022: NAV ₹307.75May 2022: NAV ₹307.96Jun 2022: NAV ₹309.24Jul 2022: NAV ₹310.48Aug 2022: NAV ₹312.07Sep 2022: NAV ₹313.26Oct 2022: NAV ₹314.78Nov 2022: NAV ₹316.61Dec 2022: NAV ₹318.45Jan 2023: NAV ₹320.23Feb 2023: NAV ₹321.70Mar 2023: NAV ₹324.31Apr 2023: NAV ₹326.40May 2023: NAV ₹328.65Jun 2023: NAV ₹330.60Jul 2023: NAV ₹332.70Aug 2023: NAV ₹334.54Sep 2023: NAV ₹336.38Oct 2023: NAV ₹338.30Nov 2023: NAV ₹340.25Dec 2023: NAV ₹342.24Jan 2024: NAV ₹344.43Feb 2024: NAV ₹346.60Mar 2024: NAV ₹349.23Apr 2024: NAV ₹351.36May 2024: NAV ₹353.55Jun 2024: NAV ₹355.53Jul 2024: NAV ₹358.04Aug 2024: NAV ₹360.07Sep 2024: NAV ₹362.48Oct 2024: NAV ₹364.72Nov 2024: NAV ₹366.81Dec 2024: NAV ₹369.06Jan 2025: NAV ₹371.27Feb 2025: NAV ₹373.32Mar 2025: NAV ₹376.67Apr 2025: NAV ₹380.01May 2025: NAV ₹382.59Jun 2025: NAV ₹385.05Jul 2025: NAV ₹387.27Aug 2025: NAV ₹388.96Sep 2025: NAV ₹390.97Oct 2025: NAV ₹392.97Nov 2025: NAV ₹394.88Dec 2025: NAV ₹396.95Jan 2026: NAV ₹398.34Feb 2026: NAV ₹400.67Mar 2026: NAV ₹402.02Apr 2026: NAV ₹404.45May 2026: NAV ₹405.09Jun 2026: NAV ₹409.72Jul 2026: NAV ₹411.77Aug 2026: NAV ₹414.27Sep 2026: NAV ₹415.85
100150200Sep 2014Sep 2017Oct 2020Oct 2023Sep 2026Sep 2014: NAV ₹185.40Oct 2014: NAV ₹186.78Nov 2014: NAV ₹188.10Dec 2014: NAV ₹189.45Jan 2015: NAV ₹190.77Feb 2015: NAV ₹192.00Mar 2015: NAV ₹193.49Apr 2015: NAV ₹194.88May 2015: NAV ₹196.27Jun 2015: NAV ₹197.59Jul 2015: NAV ₹198.94Aug 2015: NAV ₹200.26Sep 2015: NAV ₹201.55Oct 2015: NAV ₹202.81Nov 2015: NAV ₹204.11Dec 2015: NAV ₹205.42Jan 2016: NAV ₹206.72Feb 2016: NAV ₹207.99Mar 2016: NAV ₹209.57Apr 2016: NAV ₹210.97May 2016: NAV ₹212.42Jun 2016: NAV ₹213.77Jul 2016: NAV ₹215.10Aug 2016: NAV ₹216.39Sep 2016: NAV ₹217.63Oct 2016: NAV ₹218.89Nov 2016: NAV ₹220.15Dec 2016: NAV ₹221.30Jan 2017: NAV ₹222.58Feb 2017: NAV ₹223.72Mar 2017: NAV ₹225.02Apr 2017: NAV ₹226.15May 2017: NAV ₹227.49Jun 2017: NAV ₹228.72Jul 2017: NAV ₹230.01Aug 2017: NAV ₹231.27Sep 2017: NAV ₹232.45Oct 2017: NAV ₹233.76Nov 2017: NAV ₹234.99Dec 2017: NAV ₹236.27Jan 2018: NAV ₹237.59Feb 2018: NAV ₹238.81Mar 2018: NAV ₹240.32Apr 2018: NAV ₹241.71May 2018: NAV ₹243.26Jun 2018: NAV ₹244.78Jul 2018: NAV ₹246.44Aug 2018: NAV ₹247.99Sep 2018: NAV ₹249.26Oct 2018: NAV ₹251.08Nov 2018: NAV ₹252.79Dec 2018: NAV ₹254.67Jan 2019: NAV ₹256.51Feb 2019: NAV ₹257.96Mar 2019: NAV ₹260.06Apr 2019: NAV ₹261.39May 2019: NAV ₹263.59Jun 2019: NAV ₹264.99Jul 2019: NAV ₹267.34Aug 2019: NAV ₹269.20Sep 2019: NAV ₹270.65Oct 2019: NAV ₹272.56Nov 2019: NAV ₹273.92Dec 2019: NAV ₹275.08Jan 2020: NAV ₹276.39Feb 2020: NAV ₹277.61Mar 2020: NAV ₹279.26Apr 2020: NAV ₹280.91May 2020: NAV ₹284.24Jun 2020: NAV ₹286.05Jul 2020: NAV ₹287.51Aug 2020: NAV ₹288.61Sep 2020: NAV ₹289.54Oct 2020: NAV ₹290.74Nov 2020: NAV ₹291.69Dec 2020: NAV ₹292.54Jan 2021: NAV ₹293.19Feb 2021: NAV ₹294.04Mar 2021: NAV ₹295.28Apr 2021: NAV ₹296.31May 2021: NAV ₹297.19Jun 2021: NAV ₹298.08Jul 2021: NAV ₹299.10Aug 2021: NAV ₹300.21Sep 2021: NAV ₹300.97Oct 2021: NAV ₹301.69Nov 2021: NAV ₹302.80Dec 2021: NAV ₹303.71Jan 2022: NAV ₹304.65Feb 2022: NAV ₹305.56Mar 2022: NAV ₹306.89Apr 2022: NAV ₹307.75May 2022: NAV ₹307.96Jun 2022: NAV ₹309.24Jul 2022: NAV ₹310.48Aug 2022: NAV ₹312.07Sep 2022: NAV ₹313.26Oct 2022: NAV ₹314.78Nov 2022: NAV ₹316.61Dec 2022: NAV ₹318.45Jan 2023: NAV ₹320.23Feb 2023: NAV ₹321.70Mar 2023: NAV ₹324.31Apr 2023: NAV ₹326.40May 2023: NAV ₹328.65Jun 2023: NAV ₹330.60Jul 2023: NAV ₹332.70Aug 2023: NAV ₹334.54Sep 2023: NAV ₹336.38Oct 2023: NAV ₹338.30Nov 2023: NAV ₹340.25Dec 2023: NAV ₹342.24Jan 2024: NAV ₹344.43Feb 2024: NAV ₹346.60Mar 2024: NAV ₹349.23Apr 2024: NAV ₹351.36May 2024: NAV ₹353.55Jun 2024: NAV ₹355.53Jul 2024: NAV ₹358.04Aug 2024: NAV ₹360.07Sep 2024: NAV ₹362.48Oct 2024: NAV ₹364.72Nov 2024: NAV ₹366.81Dec 2024: NAV ₹369.06Jan 2025: NAV ₹371.27Feb 2025: NAV ₹373.32Mar 2025: NAV ₹376.67Apr 2025: NAV ₹380.01May 2025: NAV ₹382.59Jun 2025: NAV ₹385.05Jul 2025: NAV ₹387.27Aug 2025: NAV ₹388.96Sep 2025: NAV ₹390.97Oct 2025: NAV ₹392.97Nov 2025: NAV ₹394.88Dec 2025: NAV ₹396.95Jan 2026: NAV ₹398.34Feb 2026: NAV ₹400.67Mar 2026: NAV ₹402.02Apr 2026: NAV ₹404.45May 2026: NAV ₹405.09Jun 2026: NAV ₹409.72Jul 2026: NAV ₹411.77Aug 2026: NAV ₹414.27Sep 2026: NAV ₹415.85

145 month-ends · ₹185.40 → ₹415.85, 2.2× since Sep 2014

Deepest fall (max drawdown)
−0.2%
11 May 2026 → 22 May 2026
Worst month
0.2%
May 2026
Days to recover
10
from the deepest trough back to the old high

Drawdown is measured on the last year of daily NAV; trailing returns are CAGR of the direct growth class. A single end date decides them — the consistency card (P4) below is the record that does not, and it reports both how often the fund beat its category and by how much, because the first without the second can point the wrong way.

Holdings

Aug 2026 disclosure · 144 lines · when each was first held and the change over the last three disclosures

#HoldingSectorWeightFirst heldHeld for3-mo change
51 Bank Of Baroda
money market
— 0.73% Feb 2026 7 mo +0.11%
52 Small Industries Development Bank Of India. **
money market
— 0.73% Feb 2026 7 mo +0.18%
53 Small Industries Development Bank Of India. **
money market
— 0.70% Aug 2026 1 mo +0.70%
54 182 Days Treasury Bills
government security
— 0.68% Jun 2026 3 mo +0.68%
55 91 Days Treasury Bills
government security
— 0.68% Aug 2026 1 mo +0.68%
56 Canara Bank
money market
— 0.67% Jun 2026 3 mo +0.67%
57 Small Industries Development Bank Of India. **
money market
— 0.67% Jan 2026 8 mo -0.12%
58 Muthoot Finance Ltd. **
money market
— 0.67% Jan 2026 8 mo +0.04%
59 NABARD **
money market
— 0.66% Jun 2026 3 mo +0.66%
60 IndusInd Bank Ltd. **
money market
— 0.66% Feb 2026 7 mo -0.12%
61 Punjab National Bank
money market
— 0.66% Feb 2026 7 mo -0.12%
62 Aditya Birla Capital Ltd. **
money market
— 0.66% Feb 2026 7 mo -0.12%
63 Bank Of Baroda **
money market
— 0.66% Mar 2026 6 mo -0.04%
64 Small Industries Development Bank Of India. **
money market
— 0.66% Feb 2026 7 mo -0.12%
65 Sundaram Home Finance Ltd. **
money market
— 0.66% Aug 2026 1 mo +0.66%
66 Birla Group Holdings Pvt. Ltd. **
money market
— 0.66% Feb 2026 7 mo -0.12%
67 Aditya Birla Housing Finance Ltd. **
money market
— 0.66% Mar 2026 6 mo -0.12%
68 Pilani Investment & Industries Ltd **
money market
— 0.66% Mar 2026 6 mo -0.11%
69 Julius Baer Capital (India) Pvt. Ltd. **
money market
— 0.66% Aug 2026 1 mo +0.66%
70 91 Days Treasury Bills
government security
— 0.54% Aug 2026 1 mo +0.54%
71 NABARD **
money market
— 0.53% Feb 2026 7 mo -0.09%
72 Infina Finance Pvt. Ltd. **
money market
— 0.53% Feb 2026 7 mo -0.09%
73 NABARD **
money market
— 0.53% Jun 2026 3 mo +0.53%
74 Cholamandalam Investment And Finance Company Ltd. **
money market
— 0.53% Feb 2026 7 mo -0.09%
75 State Government of Tamil Nadu
government security
— 0.47% Mar 2026 6 mo -0.10%
76 Canara Bank **
money market
— 0.47% Feb 2026 7 mo -0.08%
77 Muthoot Finance Ltd. **
money market
— 0.46% Feb 2026 7 mo -0.08%
78 Bank Of Baroda **
money market
— 0.46% Mar 2026 6 mo +0.15%
79 Union Bank Of India **
money market
— 0.46% Jun 2026 3 mo +0.46%
80 Kotak Mahindra Bank Ltd.
money market
— 0.40% Jan 2026 8 mo -0.07%
81 Small Industries Development Bank Of India. **
money market
— 0.40% Feb 2026 7 mo -0.07%
82 IDFC First Bank Ltd. **
money market
— 0.40% Feb 2026 7 mo -0.07%
83 Muthoot Finance Ltd. **
money market
— 0.40% Jan 2026 8 mo -0.23%
84 LIC Housing Finance Ltd. **
money market
— 0.40% Aug 2026 1 mo +0.40%
85 Aditya Birla Housing Finance Ltd. **
money market
— 0.40% Mar 2026 6 mo -0.07%
86 Infina Finance Pvt. Ltd. **
money market
— 0.40% Feb 2026 7 mo -0.07%
87 Federal Bank Ltd. **
money market
— 0.40% Mar 2026 6 mo -0.07%
88 Axis Securities Ltd. **
money market
— 0.40% Jul 2026 2 mo +0.40%
89 Birla Group Holdings Pvt. Ltd. **
money market
— 0.39% Mar 2026 6 mo -0.07%
90 Infina Finance Pvt. Ltd. **
money market
— 0.39% Mar 2026 6 mo -0.07%
91 Indian Bank **
money market
— 0.39% Aug 2026 1 mo +0.39%
92 Punjab National Bank **
money market
— 0.33% Jun 2026 3 mo +0.33%
93 Birla Group Holdings Pvt. Ltd. **
money market
— 0.33% Jan 2026 8 mo -0.06%
94 Bank Of India **
money market
— 0.33% Jun 2026 3 mo +0.33%
95 Muthoot Finance Ltd. **
money market
— 0.33% Feb 2026 7 mo -0.06%
96 Bank Of Baroda
money market
— 0.33% Jun 2026 3 mo +0.33%
97 Canara Bank **
money market
— 0.33% Jul 2026 2 mo +0.33%
98 Canara Bank **
money market
— 0.33% Jun 2026 3 mo +0.33%
99 Muthoot Finance Ltd. **
money market
— 0.33% Mar 2026 6 mo -0.06%
100 Mashreq Bank PSC India Branch **
money market
— 0.27% Dec 2025 9 mo -0.05%
Showing 51–100 of 144 · page 2 of 3 rows per page102550all

Largest sectors, latest disclosure

Not yet computable. Sector labels come from the disclosures; none were mapped for this fund.

By market cap, latest disclosure

Not yet computable. Needs cap tiers for every holding.

The seven checks, in full

each: the plain claim, where it sits in the category, and — folded — how it is measured and the case against. A flag fires only where headline and record disagree.

P4 Consistency, not a single end date headline and record disagree

Beat its category in 88% of three-year stretches, and averaged 0.0 points a year across all of them

109 rolling windows since 2014 · ahead by 0.1 points a year when it won, behind by 0.0 when it lost

What this means. Take every three-year stretch since the fund had a NAV, one starting each month, and ask two things of each: did it beat the typical fund in its category, and by how much. Counting the wins tells you the record does not depend on when you happen to look; averaging the margin tells you whether winning often was worth anything, because four small wins do not pay for one large loss.

How often, and by how much. The count and the average agree. Ahead by 0.1 points a year in the 91 windows it won and behind by 0.0 in the 6 it lost, so the average across all 109 is 0.0 points. The worst window ended Feb 2020, 0.0 points behind.

windows measured109windows won96average across every window+0.05 pts a year · median +0.05when ahead, by how much+0.06 pts a year over 91 windowswhen behind, by how much−0.01 pts a year over 6 windowsworst window−0.02 pts a year, ended Feb 2020best window+0.12 pts a year, ended Oct 2022non-overlapping windows in that span4 — the rolling count overlaps, this does not

Fund minus category, each rolling three-year window

-0.5 pp0.0 pp+0.5 ppSep 2017: fund 7.8% vs category 7.8% (3-year CAGR)Oct 2017: fund 7.8% vs category 7.8% (3-year CAGR)Nov 2017: fund 7.7% vs category 7.7% (3-year CAGR)Dec 2017: fund 7.6% vs category 7.6% (3-year CAGR)Jan 2018: fund 7.6% vs category 7.6% (3-year CAGR)Feb 2018: fund 7.5% vs category 7.5% (3-year CAGR)Mar 2018: fund 7.5% vs category 7.5% (3-year CAGR)Apr 2018: fund 7.4% vs category 7.4% (3-year CAGR)May 2018: fund 7.4% vs category 7.4% (3-year CAGR)Jun 2018: fund 7.4% vs category 7.4% (3-year CAGR)Jul 2018: fund 7.4% vs category 7.4% (3-year CAGR)Aug 2018: fund 7.4% vs category 7.4% (3-year CAGR)Sep 2018: fund 7.3% vs category 7.3% (3-year CAGR)Oct 2018: fund 7.4% vs category 7.3% (3-year CAGR)Nov 2018: fund 7.4% vs category 7.4% (3-year CAGR)Dec 2018: fund 7.4% vs category 7.4% (3-year CAGR)Jan 2019: fund 7.5% vs category 7.5% (3-year CAGR)Feb 2019: fund 7.4% vs category 7.4% (3-year CAGR)Mar 2019: fund 7.5% vs category 7.5% (3-year CAGR)Apr 2019: fund 7.4% vs category 7.4% (3-year CAGR)May 2019: fund 7.5% vs category 7.5% (3-year CAGR)Jun 2019: fund 7.4% vs category 7.4% (3-year CAGR)Jul 2019: fund 7.5% vs category 7.5% (3-year CAGR)Aug 2019: fund 7.5% vs category 7.5% (3-year CAGR)Sep 2019: fund 7.5% vs category 7.5% (3-year CAGR)Oct 2019: fund 7.6% vs category 7.6% (3-year CAGR)Nov 2019: fund 7.6% vs category 7.6% (3-year CAGR)Dec 2019: fund 7.5% vs category 7.5% (3-year CAGR)Jan 2020: fund 7.5% vs category 7.5% (3-year CAGR)Feb 2020: fund 7.5% vs category 7.5% (3-year CAGR)Mar 2020: fund 7.5% vs category 7.5% (3-year CAGR)Apr 2020: fund 7.5% vs category 7.5% (3-year CAGR)May 2020: fund 7.7% vs category 7.7% (3-year CAGR)Jun 2020: fund 7.7% vs category 7.7% (3-year CAGR)Jul 2020: fund 7.7% vs category 7.7% (3-year CAGR)Aug 2020: fund 7.7% vs category 7.6% (3-year CAGR)Sep 2020: fund 7.6% vs category 7.5% (3-year CAGR)Oct 2020: fund 7.5% vs category 7.5% (3-year CAGR)Nov 2020: fund 7.5% vs category 7.4% (3-year CAGR)Dec 2020: fund 7.4% vs category 7.3% (3-year CAGR)Jan 2021: fund 7.3% vs category 7.2% (3-year CAGR)Feb 2021: fund 7.2% vs category 7.1% (3-year CAGR)Mar 2021: fund 7.1% vs category 7.0% (3-year CAGR)Apr 2021: fund 7.0% vs category 7.0% (3-year CAGR)May 2021: fund 6.9% vs category 6.8% (3-year CAGR)Jun 2021: fund 6.8% vs category 6.7% (3-year CAGR)Jul 2021: fund 6.7% vs category 6.6% (3-year CAGR)Aug 2021: fund 6.6% vs category 6.5% (3-year CAGR)Sep 2021: fund 6.5% vs category 6.4% (3-year CAGR)Oct 2021: fund 6.3% vs category 6.2% (3-year CAGR)Nov 2021: fund 6.2% vs category 6.1% (3-year CAGR)Dec 2021: fund 6.0% vs category 6.0% (3-year CAGR)Jan 2022: fund 5.9% vs category 5.8% (3-year CAGR)Feb 2022: fund 5.8% vs category 5.7% (3-year CAGR)Mar 2022: fund 5.7% vs category 5.6% (3-year CAGR)Apr 2022: fund 5.6% vs category 5.5% (3-year CAGR)May 2022: fund 5.3% vs category 5.2% (3-year CAGR)Jun 2022: fund 5.3% vs category 5.2% (3-year CAGR)Jul 2022: fund 5.1% vs category 5.0% (3-year CAGR)Aug 2022: fund 5.0% vs category 5.0% (3-year CAGR)Sep 2022: fund 5.0% vs category 4.9% (3-year CAGR)Oct 2022: fund 4.9% vs category 4.8% (3-year CAGR)Nov 2022: fund 5.0% vs category 4.8% (3-year CAGR)Dec 2022: fund 5.0% vs category 4.9% (3-year CAGR)Jan 2023: fund 5.0% vs category 4.9% (3-year CAGR)Feb 2023: fund 5.0% vs category 4.9% (3-year CAGR)Mar 2023: fund 5.1% vs category 5.0% (3-year CAGR)Apr 2023: fund 5.1% vs category 5.0% (3-year CAGR)May 2023: fund 5.0% vs category 4.9% (3-year CAGR)Jun 2023: fund 4.9% vs category 4.9% (3-year CAGR)Jul 2023: fund 5.0% vs category 4.9% (3-year CAGR)Aug 2023: fund 5.0% vs category 5.0% (3-year CAGR)Sep 2023: fund 5.1% vs category 5.1% (3-year CAGR)Oct 2023: fund 5.2% vs category 5.2% (3-year CAGR)Nov 2023: fund 5.3% vs category 5.2% (3-year CAGR)Dec 2023: fund 5.4% vs category 5.3% (3-year CAGR)Jan 2024: fund 5.5% vs category 5.5% (3-year CAGR)Feb 2024: fund 5.6% vs category 5.6% (3-year CAGR)Mar 2024: fund 5.8% vs category 5.7% (3-year CAGR)Apr 2024: fund 5.8% vs category 5.8% (3-year CAGR)May 2024: fund 6.0% vs category 5.9% (3-year CAGR)Jun 2024: fund 6.0% vs category 6.0% (3-year CAGR)Jul 2024: fund 6.2% vs category 6.1% (3-year CAGR)Aug 2024: fund 6.3% vs category 6.2% (3-year CAGR)Sep 2024: fund 6.4% vs category 6.3% (3-year CAGR)Oct 2024: fund 6.5% vs category 6.5% (3-year CAGR)Nov 2024: fund 6.6% vs category 6.5% (3-year CAGR)Dec 2024: fund 6.7% vs category 6.7% (3-year CAGR)Jan 2025: fund 6.8% vs category 6.8% (3-year CAGR)Feb 2025: fund 6.9% vs category 6.8% (3-year CAGR)Mar 2025: fund 7.1% vs category 7.0% (3-year CAGR)Apr 2025: fund 7.3% vs category 7.2% (3-year CAGR)May 2025: fund 7.5% vs category 7.4% (3-year CAGR)Jun 2025: fund 7.6% vs category 7.5% (3-year CAGR)Jul 2025: fund 7.7% vs category 7.6% (3-year CAGR)Aug 2025: fund 7.6% vs category 7.5% (3-year CAGR)Sep 2025: fund 7.7% vs category 7.6% (3-year CAGR)Oct 2025: fund 7.7% vs category 7.6% (3-year CAGR)Nov 2025: fund 7.6% vs category 7.6% (3-year CAGR)Dec 2025: fund 7.6% vs category 7.6% (3-year CAGR)Jan 2026: fund 7.5% vs category 7.5% (3-year CAGR)Feb 2026: fund 7.6% vs category 7.5% (3-year CAGR)Mar 2026: fund 7.4% vs category 7.4% (3-year CAGR)Apr 2026: fund 7.4% vs category 7.4% (3-year CAGR)May 2026: fund 7.2% vs category 7.2% (3-year CAGR)Jun 2026: fund 7.4% vs category 7.4% (3-year CAGR)Jul 2026: fund 7.4% vs category 7.3% (3-year CAGR)Aug 2026: fund 7.4% vs category 7.3% (3-year CAGR)Sep 2026: fund 7.3% vs category 7.3% (3-year CAGR)Sep 2017Apr 2022Sep 2026
-0.5 pp0.0 pp+0.5 ppSep 2017: fund 7.8% vs category 7.8% (3-year CAGR)Oct 2017: fund 7.8% vs category 7.8% (3-year CAGR)Nov 2017: fund 7.7% vs category 7.7% (3-year CAGR)Dec 2017: fund 7.6% vs category 7.6% (3-year CAGR)Jan 2018: fund 7.6% vs category 7.6% (3-year CAGR)Feb 2018: fund 7.5% vs category 7.5% (3-year CAGR)Mar 2018: fund 7.5% vs category 7.5% (3-year CAGR)Apr 2018: fund 7.4% vs category 7.4% (3-year CAGR)May 2018: fund 7.4% vs category 7.4% (3-year CAGR)Jun 2018: fund 7.4% vs category 7.4% (3-year CAGR)Jul 2018: fund 7.4% vs category 7.4% (3-year CAGR)Aug 2018: fund 7.4% vs category 7.4% (3-year CAGR)Sep 2018: fund 7.3% vs category 7.3% (3-year CAGR)Oct 2018: fund 7.4% vs category 7.3% (3-year CAGR)Nov 2018: fund 7.4% vs category 7.4% (3-year CAGR)Dec 2018: fund 7.4% vs category 7.4% (3-year CAGR)Jan 2019: fund 7.5% vs category 7.5% (3-year CAGR)Feb 2019: fund 7.4% vs category 7.4% (3-year CAGR)Mar 2019: fund 7.5% vs category 7.5% (3-year CAGR)Apr 2019: fund 7.4% vs category 7.4% (3-year CAGR)May 2019: fund 7.5% vs category 7.5% (3-year CAGR)Jun 2019: fund 7.4% vs category 7.4% (3-year CAGR)Jul 2019: fund 7.5% vs category 7.5% (3-year CAGR)Aug 2019: fund 7.5% vs category 7.5% (3-year CAGR)Sep 2019: fund 7.5% vs category 7.5% (3-year CAGR)Oct 2019: fund 7.6% vs category 7.6% (3-year CAGR)Nov 2019: fund 7.6% vs category 7.6% (3-year CAGR)Dec 2019: fund 7.5% vs category 7.5% (3-year CAGR)Jan 2020: fund 7.5% vs category 7.5% (3-year CAGR)Feb 2020: fund 7.5% vs category 7.5% (3-year CAGR)Mar 2020: fund 7.5% vs category 7.5% (3-year CAGR)Apr 2020: fund 7.5% vs category 7.5% (3-year CAGR)May 2020: fund 7.7% vs category 7.7% (3-year CAGR)Jun 2020: fund 7.7% vs category 7.7% (3-year CAGR)Jul 2020: fund 7.7% vs category 7.7% (3-year CAGR)Aug 2020: fund 7.7% vs category 7.6% (3-year CAGR)Sep 2020: fund 7.6% vs category 7.5% (3-year CAGR)Oct 2020: fund 7.5% vs category 7.5% (3-year CAGR)Nov 2020: fund 7.5% vs category 7.4% (3-year CAGR)Dec 2020: fund 7.4% vs category 7.3% (3-year CAGR)Jan 2021: fund 7.3% vs category 7.2% (3-year CAGR)Feb 2021: fund 7.2% vs category 7.1% (3-year CAGR)Mar 2021: fund 7.1% vs category 7.0% (3-year CAGR)Apr 2021: fund 7.0% vs category 7.0% (3-year CAGR)May 2021: fund 6.9% vs category 6.8% (3-year CAGR)Jun 2021: fund 6.8% vs category 6.7% (3-year CAGR)Jul 2021: fund 6.7% vs category 6.6% (3-year CAGR)Aug 2021: fund 6.6% vs category 6.5% (3-year CAGR)Sep 2021: fund 6.5% vs category 6.4% (3-year CAGR)Oct 2021: fund 6.3% vs category 6.2% (3-year CAGR)Nov 2021: fund 6.2% vs category 6.1% (3-year CAGR)Dec 2021: fund 6.0% vs category 6.0% (3-year CAGR)Jan 2022: fund 5.9% vs category 5.8% (3-year CAGR)Feb 2022: fund 5.8% vs category 5.7% (3-year CAGR)Mar 2022: fund 5.7% vs category 5.6% (3-year CAGR)Apr 2022: fund 5.6% vs category 5.5% (3-year CAGR)May 2022: fund 5.3% vs category 5.2% (3-year CAGR)Jun 2022: fund 5.3% vs category 5.2% (3-year CAGR)Jul 2022: fund 5.1% vs category 5.0% (3-year CAGR)Aug 2022: fund 5.0% vs category 5.0% (3-year CAGR)Sep 2022: fund 5.0% vs category 4.9% (3-year CAGR)Oct 2022: fund 4.9% vs category 4.8% (3-year CAGR)Nov 2022: fund 5.0% vs category 4.8% (3-year CAGR)Dec 2022: fund 5.0% vs category 4.9% (3-year CAGR)Jan 2023: fund 5.0% vs category 4.9% (3-year CAGR)Feb 2023: fund 5.0% vs category 4.9% (3-year CAGR)Mar 2023: fund 5.1% vs category 5.0% (3-year CAGR)Apr 2023: fund 5.1% vs category 5.0% (3-year CAGR)May 2023: fund 5.0% vs category 4.9% (3-year CAGR)Jun 2023: fund 4.9% vs category 4.9% (3-year CAGR)Jul 2023: fund 5.0% vs category 4.9% (3-year CAGR)Aug 2023: fund 5.0% vs category 5.0% (3-year CAGR)Sep 2023: fund 5.1% vs category 5.1% (3-year CAGR)Oct 2023: fund 5.2% vs category 5.2% (3-year CAGR)Nov 2023: fund 5.3% vs category 5.2% (3-year CAGR)Dec 2023: fund 5.4% vs category 5.3% (3-year CAGR)Jan 2024: fund 5.5% vs category 5.5% (3-year CAGR)Feb 2024: fund 5.6% vs category 5.6% (3-year CAGR)Mar 2024: fund 5.8% vs category 5.7% (3-year CAGR)Apr 2024: fund 5.8% vs category 5.8% (3-year CAGR)May 2024: fund 6.0% vs category 5.9% (3-year CAGR)Jun 2024: fund 6.0% vs category 6.0% (3-year CAGR)Jul 2024: fund 6.2% vs category 6.1% (3-year CAGR)Aug 2024: fund 6.3% vs category 6.2% (3-year CAGR)Sep 2024: fund 6.4% vs category 6.3% (3-year CAGR)Oct 2024: fund 6.5% vs category 6.5% (3-year CAGR)Nov 2024: fund 6.6% vs category 6.5% (3-year CAGR)Dec 2024: fund 6.7% vs category 6.7% (3-year CAGR)Jan 2025: fund 6.8% vs category 6.8% (3-year CAGR)Feb 2025: fund 6.9% vs category 6.8% (3-year CAGR)Mar 2025: fund 7.1% vs category 7.0% (3-year CAGR)Apr 2025: fund 7.3% vs category 7.2% (3-year CAGR)May 2025: fund 7.5% vs category 7.4% (3-year CAGR)Jun 2025: fund 7.6% vs category 7.5% (3-year CAGR)Jul 2025: fund 7.7% vs category 7.6% (3-year CAGR)Aug 2025: fund 7.6% vs category 7.5% (3-year CAGR)Sep 2025: fund 7.7% vs category 7.6% (3-year CAGR)Oct 2025: fund 7.7% vs category 7.6% (3-year CAGR)Nov 2025: fund 7.6% vs category 7.6% (3-year CAGR)Dec 2025: fund 7.6% vs category 7.6% (3-year CAGR)Jan 2026: fund 7.5% vs category 7.5% (3-year CAGR)Feb 2026: fund 7.6% vs category 7.5% (3-year CAGR)Mar 2026: fund 7.4% vs category 7.4% (3-year CAGR)Apr 2026: fund 7.4% vs category 7.4% (3-year CAGR)May 2026: fund 7.2% vs category 7.2% (3-year CAGR)Jun 2026: fund 7.4% vs category 7.4% (3-year CAGR)Jul 2026: fund 7.4% vs category 7.3% (3-year CAGR)Aug 2026: fund 7.4% vs category 7.3% (3-year CAGR)Sep 2026: fund 7.3% vs category 7.3% (3-year CAGR)Sep 2017Apr 2022Sep 2026
-0.5 pp0.0 pp+0.5 ppSep 2017: fund 7.8% vs category 7.8% (3-year CAGR)Oct 2017: fund 7.8% vs category 7.8% (3-year CAGR)Nov 2017: fund 7.7% vs category 7.7% (3-year CAGR)Dec 2017: fund 7.6% vs category 7.6% (3-year CAGR)Jan 2018: fund 7.6% vs category 7.6% (3-year CAGR)Feb 2018: fund 7.5% vs category 7.5% (3-year CAGR)Mar 2018: fund 7.5% vs category 7.5% (3-year CAGR)Apr 2018: fund 7.4% vs category 7.4% (3-year CAGR)May 2018: fund 7.4% vs category 7.4% (3-year CAGR)Jun 2018: fund 7.4% vs category 7.4% (3-year CAGR)Jul 2018: fund 7.4% vs category 7.4% (3-year CAGR)Aug 2018: fund 7.4% vs category 7.4% (3-year CAGR)Sep 2018: fund 7.3% vs category 7.3% (3-year CAGR)Oct 2018: fund 7.4% vs category 7.3% (3-year CAGR)Nov 2018: fund 7.4% vs category 7.4% (3-year CAGR)Dec 2018: fund 7.4% vs category 7.4% (3-year CAGR)Jan 2019: fund 7.5% vs category 7.5% (3-year CAGR)Feb 2019: fund 7.4% vs category 7.4% (3-year CAGR)Mar 2019: fund 7.5% vs category 7.5% (3-year CAGR)Apr 2019: fund 7.4% vs category 7.4% (3-year CAGR)May 2019: fund 7.5% vs category 7.5% (3-year CAGR)Jun 2019: fund 7.4% vs category 7.4% (3-year CAGR)Jul 2019: fund 7.5% vs category 7.5% (3-year CAGR)Aug 2019: fund 7.5% vs category 7.5% (3-year CAGR)Sep 2019: fund 7.5% vs category 7.5% (3-year CAGR)Oct 2019: fund 7.6% vs category 7.6% (3-year CAGR)Nov 2019: fund 7.6% vs category 7.6% (3-year CAGR)Dec 2019: fund 7.5% vs category 7.5% (3-year CAGR)Jan 2020: fund 7.5% vs category 7.5% (3-year CAGR)Feb 2020: fund 7.5% vs category 7.5% (3-year CAGR)Mar 2020: fund 7.5% vs category 7.5% (3-year CAGR)Apr 2020: fund 7.5% vs category 7.5% (3-year CAGR)May 2020: fund 7.7% vs category 7.7% (3-year CAGR)Jun 2020: fund 7.7% vs category 7.7% (3-year CAGR)Jul 2020: fund 7.7% vs category 7.7% (3-year CAGR)Aug 2020: fund 7.7% vs category 7.6% (3-year CAGR)Sep 2020: fund 7.6% vs category 7.5% (3-year CAGR)Oct 2020: fund 7.5% vs category 7.5% (3-year CAGR)Nov 2020: fund 7.5% vs category 7.4% (3-year CAGR)Dec 2020: fund 7.4% vs category 7.3% (3-year CAGR)Jan 2021: fund 7.3% vs category 7.2% (3-year CAGR)Feb 2021: fund 7.2% vs category 7.1% (3-year CAGR)Mar 2021: fund 7.1% vs category 7.0% (3-year CAGR)Apr 2021: fund 7.0% vs category 7.0% (3-year CAGR)May 2021: fund 6.9% vs category 6.8% (3-year CAGR)Jun 2021: fund 6.8% vs category 6.7% (3-year CAGR)Jul 2021: fund 6.7% vs category 6.6% (3-year CAGR)Aug 2021: fund 6.6% vs category 6.5% (3-year CAGR)Sep 2021: fund 6.5% vs category 6.4% (3-year CAGR)Oct 2021: fund 6.3% vs category 6.2% (3-year CAGR)Nov 2021: fund 6.2% vs category 6.1% (3-year CAGR)Dec 2021: fund 6.0% vs category 6.0% (3-year CAGR)Jan 2022: fund 5.9% vs category 5.8% (3-year CAGR)Feb 2022: fund 5.8% vs category 5.7% (3-year CAGR)Mar 2022: fund 5.7% vs category 5.6% (3-year CAGR)Apr 2022: fund 5.6% vs category 5.5% (3-year CAGR)May 2022: fund 5.3% vs category 5.2% (3-year CAGR)Jun 2022: fund 5.3% vs category 5.2% (3-year CAGR)Jul 2022: fund 5.1% vs category 5.0% (3-year CAGR)Aug 2022: fund 5.0% vs category 5.0% (3-year CAGR)Sep 2022: fund 5.0% vs category 4.9% (3-year CAGR)Oct 2022: fund 4.9% vs category 4.8% (3-year CAGR)Nov 2022: fund 5.0% vs category 4.8% (3-year CAGR)Dec 2022: fund 5.0% vs category 4.9% (3-year CAGR)Jan 2023: fund 5.0% vs category 4.9% (3-year CAGR)Feb 2023: fund 5.0% vs category 4.9% (3-year CAGR)Mar 2023: fund 5.1% vs category 5.0% (3-year CAGR)Apr 2023: fund 5.1% vs category 5.0% (3-year CAGR)May 2023: fund 5.0% vs category 4.9% (3-year CAGR)Jun 2023: fund 4.9% vs category 4.9% (3-year CAGR)Jul 2023: fund 5.0% vs category 4.9% (3-year CAGR)Aug 2023: fund 5.0% vs category 5.0% (3-year CAGR)Sep 2023: fund 5.1% vs category 5.1% (3-year CAGR)Oct 2023: fund 5.2% vs category 5.2% (3-year CAGR)Nov 2023: fund 5.3% vs category 5.2% (3-year CAGR)Dec 2023: fund 5.4% vs category 5.3% (3-year CAGR)Jan 2024: fund 5.5% vs category 5.5% (3-year CAGR)Feb 2024: fund 5.6% vs category 5.6% (3-year CAGR)Mar 2024: fund 5.8% vs category 5.7% (3-year CAGR)Apr 2024: fund 5.8% vs category 5.8% (3-year CAGR)May 2024: fund 6.0% vs category 5.9% (3-year CAGR)Jun 2024: fund 6.0% vs category 6.0% (3-year CAGR)Jul 2024: fund 6.2% vs category 6.1% (3-year CAGR)Aug 2024: fund 6.3% vs category 6.2% (3-year CAGR)Sep 2024: fund 6.4% vs category 6.3% (3-year CAGR)Oct 2024: fund 6.5% vs category 6.5% (3-year CAGR)Nov 2024: fund 6.6% vs category 6.5% (3-year CAGR)Dec 2024: fund 6.7% vs category 6.7% (3-year CAGR)Jan 2025: fund 6.8% vs category 6.8% (3-year CAGR)Feb 2025: fund 6.9% vs category 6.8% (3-year CAGR)Mar 2025: fund 7.1% vs category 7.0% (3-year CAGR)Apr 2025: fund 7.3% vs category 7.2% (3-year CAGR)May 2025: fund 7.5% vs category 7.4% (3-year CAGR)Jun 2025: fund 7.6% vs category 7.5% (3-year CAGR)Jul 2025: fund 7.7% vs category 7.6% (3-year CAGR)Aug 2025: fund 7.6% vs category 7.5% (3-year CAGR)Sep 2025: fund 7.7% vs category 7.6% (3-year CAGR)Oct 2025: fund 7.7% vs category 7.6% (3-year CAGR)Nov 2025: fund 7.6% vs category 7.6% (3-year CAGR)Dec 2025: fund 7.6% vs category 7.6% (3-year CAGR)Jan 2026: fund 7.5% vs category 7.5% (3-year CAGR)Feb 2026: fund 7.6% vs category 7.5% (3-year CAGR)Mar 2026: fund 7.4% vs category 7.4% (3-year CAGR)Apr 2026: fund 7.4% vs category 7.4% (3-year CAGR)May 2026: fund 7.2% vs category 7.2% (3-year CAGR)Jun 2026: fund 7.4% vs category 7.4% (3-year CAGR)Jul 2026: fund 7.4% vs category 7.3% (3-year CAGR)Aug 2026: fund 7.4% vs category 7.3% (3-year CAGR)Sep 2026: fund 7.3% vs category 7.3% (3-year CAGR)Sep 2017Apr 2022Sep 2026
ahead of categorybehind

Each bar is one window's margin in percentage points a year. The height of the bars, not the count of green ones, is what the average across every window measures.

A modest five-year number over a record that beat its category 88% of the time. Rolling every three-year window forward month by month gives hundreds of overlapping observations instead of one. This fund was ahead of its category median in 88% of them, which points the opposite way to the headline figure. A single end date decided that headline.
How it is measured, and the case against

A fund that beats its category in most rolling three-year windows has a record; one that beats it in a few has an end date. How often it won and by how much are different questions, and this card answers both, because a fund can win four windows in five and still be behind across all five.

How often has it beaten its category, across every window?

Why this might matterRolling every three-year window forward month by month gives hundreds of overlapping observations instead of one. A single end date decides a headline five-year figure; the share of windows won cannot be flattered by when you happen to look. The average margin across every window is that share and the payoff multiplied together — win share x average beat plus loss share x average shortfall is exactly the average — so a high share bought with a few ruinous windows cannot hide behind the count.
Why it might notRolling windows overlap heavily, so they are not independent observations and the true sample is far smaller than the count suggests.
P5 Cost, measured
Not measurable yet. Needs a Direct and a Regular growth class with overlapping NAV history.

What this means. The Regular and Direct plans hold the same portfolio; the Regular one pays a distributor out of your money every day. The gap between the two NAVs is that cost, measured from the NAVs rather than quoted from a document.

How it is measured, and the case against

The Direct plan is the same portfolio, priced differently; the divergence of the two NAVs is the cost, measured rather than quoted.

What does the Regular plan actually cost against its Direct twin?

Why this might matterSame manager, same holdings, same day. The gap between the two NAV series is the one number on this page that is knowable today rather than hoped for, and it compounds for as long as the units are held.
Why it might notA Regular plan buys advice. If that advice stops someone selling in a drawdown it can be worth more than the fee — the cost is visible and the behavioural saving is not, which makes this comparison unfair in exactly one direction.
P1 Churn, and what it bought
Not measurable yet. Needs at least two consecutive monthly disclosures.

What this means. How much of the portfolio was bought and sold in a year, computed from what the fund disclosed each month. Trading costs something certain; the extra return it is meant to buy is not.

How it is measured, and the case against

Turnover measured from consecutive disclosures — Σ|Δweight|/2 — costs something certain; the excess return it is meant to buy is not.

Is the trading paying for itself?

Why this might matterAMCs define their own turnover figure inconsistently. This one is computed from what the fund disclosed month to month, so two funds are comparable on it. Read it beside the excess return per unit of turnover.
Why it might notTurnover computed from month-end snapshots misses everything bought and sold inside a month, and a fund forced to sell by redemptions is charged for churn it did not choose.
P2 Conviction or inertia
Not measurable yet. Needs the holdings history for this fund; not computed yet.

What this means. How long a typical top-10 position has been in the top ten. Long-held positions are a decision; a top ten that changes every quarter is a reaction.

How it is measured, and the case against

The median months a top-10 position has been held separates a portfolio somebody chose from one that drifted.

How long does a top-10 position stay a top-10 position?

Why this might matterConcentration is how a manager expresses conviction, and persistence is how long they keep it. Long-held positions with a rising weight are a decision; a top ten that turns over every quarter is a reaction.
Why it might notPersistence without active share is inertia: a portfolio of 166 names that tracks its category closely has diversified away the reason to pay for it. Active share needs index constituent files, which are not loaded yet.
P3 Hit rate of the top ten
Not measurable yet. Detector not yet written: needs each disclosure's top ten joined to six months of forward prices. Holdings and prices are in hand.

What this means. Take each month's ten largest holdings and check whether each one beat the typical stock its category holds over the next six months, and by how much. A blended return can hide two wins and eight losses; a count of wins can hide one position that lost half its value.

How it is measured, and the case against

A manager's largest bets, judged one by one over the following six months, say more than the fund's blended return — and how far each one beat or missed the median stock says more than counting how many did.

Of its top-10 positions, how often did they beat the category-median stock?

Why this might matterA fund can beat its category on two positions and lose on eight; the hit rate shows the pattern the aggregate hides. The average margin then shows what the hit rate hides in turn: six winners worth a point each do not pay for four losers worth ten, and only the margin says which happened.
Why it might notSix months is short, sizing matters more than counting, and a manager who is right on the biggest position and wrong on nine small ones has done their job — the margins here are unweighted, so they answer the counting question better, not the sizing one. Overlapping disclosures judge the same position again each month it is held, so one long-held winner is counted many times. And this is a description of six months already past, not a forecast of the next six.
P6 Size against edge

₹30,104 Cr; 70% of growth came from inflows

Regular plan expense ratio 0.33% a year

What this means. Where the fund sits by size in its category, and how much of its growth was money arriving rather than the portfolio compounding. A very large fund cannot buy what a small one can; size should buy a lower fee in return.

expense ratio, Regular / Direct0.33% / 0.21% · category median 0.40%AUM, Aug 2023 → Aug 2026₹16,735 Cr → ₹30,104 Cr (+22% a year)of that change, from flows rather than returns70% net inflows · NAV +24% over the window

Assets under management, ₹ crore, Jun 2010 – Aug 2026

0100002000030000Jun 2010Mar 2017Nov 2021Apr 2024Aug 2026Jun 2010: ₹0 Cr (amfi-aaum)Sep 2010: ₹0 Cr (amfi-aaum)Dec 2010: ₹0 Cr (amfi-aaum)Mar 2011: ₹2 Cr (amfi-aaum)Jun 2011: ₹4 Cr (amfi-aaum)Sep 2011: ₹0 Cr (amfi-aaum)Dec 2011: ₹1 Cr (amfi-aaum)Mar 2012: ₹1 Cr (amfi-aaum)Jun 2012: ₹3 Cr (amfi-aaum)Sep 2012: ₹4 Cr (amfi-aaum)Dec 2012: ₹2 Cr (amfi-aaum)Mar 2013: ₹867 Cr (amfi-aaum)Jun 2013: ₹1,118 Cr (amfi-aaum)Sep 2013: ₹614 Cr (amfi-aaum)Dec 2013: ₹368 Cr (amfi-aaum)Mar 2014: ₹2,977 Cr (amfi-aaum)Jun 2014: ₹3,750 Cr (amfi-aaum)Sep 2014: ₹3,714 Cr (amfi-aaum)Dec 2014: ₹3,934 Cr (amfi-aaum)Mar 2015: ₹3,907 Cr (amfi-aaum)Jun 2015: ₹5,119 Cr (amfi-aaum)Sep 2015: ₹5,965 Cr (amfi-aaum)Dec 2015: ₹5,224 Cr (amfi-aaum)Mar 2016: ₹6,304 Cr (amfi-aaum)Jun 2016: ₹7,622 Cr (amfi-aaum)Sep 2016: ₹7,263 Cr (amfi-aaum)Dec 2016: ₹7,810 Cr (amfi-aaum)Mar 2017: ₹8,339 Cr (amfi-aaum)Jun 2017: ₹10,123 Cr (amfi-aaum)Sep 2017: ₹8,471 Cr (amfi-aaum)Dec 2017: ₹9,127 Cr (amfi-aaum)Mar 2018: ₹12,034 Cr (amfi-aaum)Jun 2018: ₹10,823 Cr (amfi-aaum)Sep 2018: ₹4,119 Cr (amfi-aaum)Dec 2018: ₹4,209 Cr (amfi-aaum)Mar 2019: ₹4,620 Cr (amfi-aaum)Jun 2019: ₹5,828 Cr (amfi-aaum)Sep 2019: ₹7,076 Cr (amfi-aaum)Dec 2019: ₹8,420 Cr (amfi-aaum)Mar 2020: ₹7,853 Cr (amfi-aaum)Jun 2020: ₹5,128 Cr (amfi-aaum)Aug 2020: ₹9,043 CrSep 2020: ₹10,050 CrOct 2020: ₹10,778 CrNov 2020: ₹12,515 CrDec 2020: ₹11,193 CrJan 2021: ₹10,488 CrFeb 2021: ₹11,896 CrMar 2021: ₹11,813 CrApr 2021: ₹11,689 CrJun 2021: ₹13,652 CrAug 2021: ₹13,078 CrSep 2021: ₹14,263 CrOct 2021: ₹14,787 CrNov 2021: ₹13,283 CrDec 2021: ₹13,211 CrJan 2022: ₹12,155 CrFeb 2022: ₹11,320 CrMar 2022: ₹11,018 CrApr 2022: ₹12,439 CrMay 2022: ₹12,576 CrJun 2022: ₹10,885 CrAug 2022: ₹11,905 CrSep 2022: ₹12,083 CrOct 2022: ₹11,579 CrNov 2022: ₹11,101 CrDec 2022: ₹11,334 CrJan 2023: ₹11,567 CrFeb 2023: ₹11,820 CrMar 2023: ₹8,614 Cr (amfi-aaum)Apr 2023: ₹11,664 CrMay 2023: ₹12,353 CrJun 2023: ₹14,142 CrAug 2023: ₹16,735 CrSep 2023: ₹15,154 CrOct 2023: ₹15,164 CrNov 2023: ₹14,682 CrDec 2023: ₹14,390 CrJan 2024: ₹14,416 CrFeb 2024: ₹14,801 CrMar 2024: ₹14,764 CrApr 2024: ₹17,806 CrMay 2024: ₹20,960 CrJun 2024: ₹20,642 CrAug 2024: ₹24,415 CrSep 2024: ₹23,792 CrOct 2024: ₹24,471 CrNov 2024: ₹24,114 CrDec 2024: ₹23,534 CrJan 2025: ₹23,750 CrFeb 2025: ₹24,081 CrMar 2025: ₹21,503 CrApr 2025: ₹23,146 CrMay 2025: ₹24,983 CrJun 2025: ₹24,740 CrAug 2025: ₹31,635 CrSep 2025: ₹30,478 CrOct 2025: ₹27,942 CrNov 2025: ₹29,485 CrDec 2025: ₹28,638 CrJan 2026: ₹27,664 CrFeb 2026: ₹29,418 CrMar 2026: ₹26,451 CrApr 2026: ₹26,008 CrMay 2026: ₹24,538 CrJun 2026: ₹24,203 CrJul 2026: ₹27,672 CrAug 2026: ₹30,104 Cr
0100002000030000Jun 2010Mar 2017Nov 2021Apr 2024Aug 2026Jun 2010: ₹0 Cr (amfi-aaum)Sep 2010: ₹0 Cr (amfi-aaum)Dec 2010: ₹0 Cr (amfi-aaum)Mar 2011: ₹2 Cr (amfi-aaum)Jun 2011: ₹4 Cr (amfi-aaum)Sep 2011: ₹0 Cr (amfi-aaum)Dec 2011: ₹1 Cr (amfi-aaum)Mar 2012: ₹1 Cr (amfi-aaum)Jun 2012: ₹3 Cr (amfi-aaum)Sep 2012: ₹4 Cr (amfi-aaum)Dec 2012: ₹2 Cr (amfi-aaum)Mar 2013: ₹867 Cr (amfi-aaum)Jun 2013: ₹1,118 Cr (amfi-aaum)Sep 2013: ₹614 Cr (amfi-aaum)Dec 2013: ₹368 Cr (amfi-aaum)Mar 2014: ₹2,977 Cr (amfi-aaum)Jun 2014: ₹3,750 Cr (amfi-aaum)Sep 2014: ₹3,714 Cr (amfi-aaum)Dec 2014: ₹3,934 Cr (amfi-aaum)Mar 2015: ₹3,907 Cr (amfi-aaum)Jun 2015: ₹5,119 Cr (amfi-aaum)Sep 2015: ₹5,965 Cr (amfi-aaum)Dec 2015: ₹5,224 Cr (amfi-aaum)Mar 2016: ₹6,304 Cr (amfi-aaum)Jun 2016: ₹7,622 Cr (amfi-aaum)Sep 2016: ₹7,263 Cr (amfi-aaum)Dec 2016: ₹7,810 Cr (amfi-aaum)Mar 2017: ₹8,339 Cr (amfi-aaum)Jun 2017: ₹10,123 Cr (amfi-aaum)Sep 2017: ₹8,471 Cr (amfi-aaum)Dec 2017: ₹9,127 Cr (amfi-aaum)Mar 2018: ₹12,034 Cr (amfi-aaum)Jun 2018: ₹10,823 Cr (amfi-aaum)Sep 2018: ₹4,119 Cr (amfi-aaum)Dec 2018: ₹4,209 Cr (amfi-aaum)Mar 2019: ₹4,620 Cr (amfi-aaum)Jun 2019: ₹5,828 Cr (amfi-aaum)Sep 2019: ₹7,076 Cr (amfi-aaum)Dec 2019: ₹8,420 Cr (amfi-aaum)Mar 2020: ₹7,853 Cr (amfi-aaum)Jun 2020: ₹5,128 Cr (amfi-aaum)Aug 2020: ₹9,043 CrSep 2020: ₹10,050 CrOct 2020: ₹10,778 CrNov 2020: ₹12,515 CrDec 2020: ₹11,193 CrJan 2021: ₹10,488 CrFeb 2021: ₹11,896 CrMar 2021: ₹11,813 CrApr 2021: ₹11,689 CrJun 2021: ₹13,652 CrAug 2021: ₹13,078 CrSep 2021: ₹14,263 CrOct 2021: ₹14,787 CrNov 2021: ₹13,283 CrDec 2021: ₹13,211 CrJan 2022: ₹12,155 CrFeb 2022: ₹11,320 CrMar 2022: ₹11,018 CrApr 2022: ₹12,439 CrMay 2022: ₹12,576 CrJun 2022: ₹10,885 CrAug 2022: ₹11,905 CrSep 2022: ₹12,083 CrOct 2022: ₹11,579 CrNov 2022: ₹11,101 CrDec 2022: ₹11,334 CrJan 2023: ₹11,567 CrFeb 2023: ₹11,820 CrMar 2023: ₹8,614 Cr (amfi-aaum)Apr 2023: ₹11,664 CrMay 2023: ₹12,353 CrJun 2023: ₹14,142 CrAug 2023: ₹16,735 CrSep 2023: ₹15,154 CrOct 2023: ₹15,164 CrNov 2023: ₹14,682 CrDec 2023: ₹14,390 CrJan 2024: ₹14,416 CrFeb 2024: ₹14,801 CrMar 2024: ₹14,764 CrApr 2024: ₹17,806 CrMay 2024: ₹20,960 CrJun 2024: ₹20,642 CrAug 2024: ₹24,415 CrSep 2024: ₹23,792 CrOct 2024: ₹24,471 CrNov 2024: ₹24,114 CrDec 2024: ₹23,534 CrJan 2025: ₹23,750 CrFeb 2025: ₹24,081 CrMar 2025: ₹21,503 CrApr 2025: ₹23,146 CrMay 2025: ₹24,983 CrJun 2025: ₹24,740 CrAug 2025: ₹31,635 CrSep 2025: ₹30,478 CrOct 2025: ₹27,942 CrNov 2025: ₹29,485 CrDec 2025: ₹28,638 CrJan 2026: ₹27,664 CrFeb 2026: ₹29,418 CrMar 2026: ₹26,451 CrApr 2026: ₹26,008 CrMay 2026: ₹24,538 CrJun 2026: ₹24,203 CrJul 2026: ₹27,672 CrAug 2026: ₹30,104 Cr
0100002000030000Jun 2010Mar 2017Nov 2021Apr 2024Aug 2026Jun 2010: ₹0 Cr (amfi-aaum)Sep 2010: ₹0 Cr (amfi-aaum)Dec 2010: ₹0 Cr (amfi-aaum)Mar 2011: ₹2 Cr (amfi-aaum)Jun 2011: ₹4 Cr (amfi-aaum)Sep 2011: ₹0 Cr (amfi-aaum)Dec 2011: ₹1 Cr (amfi-aaum)Mar 2012: ₹1 Cr (amfi-aaum)Jun 2012: ₹3 Cr (amfi-aaum)Sep 2012: ₹4 Cr (amfi-aaum)Dec 2012: ₹2 Cr (amfi-aaum)Mar 2013: ₹867 Cr (amfi-aaum)Jun 2013: ₹1,118 Cr (amfi-aaum)Sep 2013: ₹614 Cr (amfi-aaum)Dec 2013: ₹368 Cr (amfi-aaum)Mar 2014: ₹2,977 Cr (amfi-aaum)Jun 2014: ₹3,750 Cr (amfi-aaum)Sep 2014: ₹3,714 Cr (amfi-aaum)Dec 2014: ₹3,934 Cr (amfi-aaum)Mar 2015: ₹3,907 Cr (amfi-aaum)Jun 2015: ₹5,119 Cr (amfi-aaum)Sep 2015: ₹5,965 Cr (amfi-aaum)Dec 2015: ₹5,224 Cr (amfi-aaum)Mar 2016: ₹6,304 Cr (amfi-aaum)Jun 2016: ₹7,622 Cr (amfi-aaum)Sep 2016: ₹7,263 Cr (amfi-aaum)Dec 2016: ₹7,810 Cr (amfi-aaum)Mar 2017: ₹8,339 Cr (amfi-aaum)Jun 2017: ₹10,123 Cr (amfi-aaum)Sep 2017: ₹8,471 Cr (amfi-aaum)Dec 2017: ₹9,127 Cr (amfi-aaum)Mar 2018: ₹12,034 Cr (amfi-aaum)Jun 2018: ₹10,823 Cr (amfi-aaum)Sep 2018: ₹4,119 Cr (amfi-aaum)Dec 2018: ₹4,209 Cr (amfi-aaum)Mar 2019: ₹4,620 Cr (amfi-aaum)Jun 2019: ₹5,828 Cr (amfi-aaum)Sep 2019: ₹7,076 Cr (amfi-aaum)Dec 2019: ₹8,420 Cr (amfi-aaum)Mar 2020: ₹7,853 Cr (amfi-aaum)Jun 2020: ₹5,128 Cr (amfi-aaum)Aug 2020: ₹9,043 CrSep 2020: ₹10,050 CrOct 2020: ₹10,778 CrNov 2020: ₹12,515 CrDec 2020: ₹11,193 CrJan 2021: ₹10,488 CrFeb 2021: ₹11,896 CrMar 2021: ₹11,813 CrApr 2021: ₹11,689 CrJun 2021: ₹13,652 CrAug 2021: ₹13,078 CrSep 2021: ₹14,263 CrOct 2021: ₹14,787 CrNov 2021: ₹13,283 CrDec 2021: ₹13,211 CrJan 2022: ₹12,155 CrFeb 2022: ₹11,320 CrMar 2022: ₹11,018 CrApr 2022: ₹12,439 CrMay 2022: ₹12,576 CrJun 2022: ₹10,885 CrAug 2022: ₹11,905 CrSep 2022: ₹12,083 CrOct 2022: ₹11,579 CrNov 2022: ₹11,101 CrDec 2022: ₹11,334 CrJan 2023: ₹11,567 CrFeb 2023: ₹11,820 CrMar 2023: ₹8,614 Cr (amfi-aaum)Apr 2023: ₹11,664 CrMay 2023: ₹12,353 CrJun 2023: ₹14,142 CrAug 2023: ₹16,735 CrSep 2023: ₹15,154 CrOct 2023: ₹15,164 CrNov 2023: ₹14,682 CrDec 2023: ₹14,390 CrJan 2024: ₹14,416 CrFeb 2024: ₹14,801 CrMar 2024: ₹14,764 CrApr 2024: ₹17,806 CrMay 2024: ₹20,960 CrJun 2024: ₹20,642 CrAug 2024: ₹24,415 CrSep 2024: ₹23,792 CrOct 2024: ₹24,471 CrNov 2024: ₹24,114 CrDec 2024: ₹23,534 CrJan 2025: ₹23,750 CrFeb 2025: ₹24,081 CrMar 2025: ₹21,503 CrApr 2025: ₹23,146 CrMay 2025: ₹24,983 CrJun 2025: ₹24,740 CrAug 2025: ₹31,635 CrSep 2025: ₹30,478 CrOct 2025: ₹27,942 CrNov 2025: ₹29,485 CrDec 2025: ₹28,638 CrJan 2026: ₹27,664 CrFeb 2026: ₹29,418 CrMar 2026: ₹26,451 CrApr 2026: ₹26,008 CrMay 2026: ₹24,538 CrJun 2026: ₹24,203 CrJul 2026: ₹27,672 CrAug 2026: ₹30,104 Cr

108 points · months without a factsheet figure use AMFI's quarterly average · Regular-plan expense ratio 0.27% in Jun 2018 → 0.33% in Sep 2026

How it is measured, and the case against

Past a certain size the smaller end of a mandate becomes unreachable, and the fund starts to look like its index; what size should buy in return is a lower expense ratio.

Has the fund outgrown the universe it invests in — and did size buy a lower fee?

Why this might matterSize narrows what the manager can meaningfully hold and should lower what the investor pays. Read the AUM history beside the expense ratio: a fund that has tripled through inflows while its Regular-plan TER sits above the category median has kept the benefit of scale for the house. The flow decomposition says how much of the growth was money arriving rather than the portfolio compounding.
Why it might notScale funds research teams, and plenty of large funds have gone on compounding for decades. Inflows follow performance, so a fund growing fast is usually one that did well; the constraint is real but not automatically binding, and a TER is a ceiling the AMC can cut at any time.
P7 Whose record is this

Run by Nikhil Kabra for 10 yrs

with Manish Banthia

What this means. How long the people running it now have been running it, read from the monthly factsheets. A five-year record earned under someone else is not evidence about these managers.

running it nowNikhil Kabra (since Aug 2016), Manish Banthia (since Jun 2023)share of the fund's life under the longest-serving current manager41%changes of hands in the archive2 — last May 2023

Who ran it, month by month · factsheets through Sep 2026

running it nowearlier
ManagerRoleFromToFund vs category, those months3-yr stretches won in tenure
Nikhil Kabra fund manager Aug 2016 now 6.7% vs 6.7% p.a. (+0.05 pp) 89% of 85
Manish Banthia fund manager May 2023 now 7.4% vs 7.4% p.a. (+0.04 pp) 100% of 4
Rahul Goswami fund manager Oct 2013 Apr 2023 6.8% vs 6.8% p.a. (+0.04 pp) 81% of 68

* dated by first appearance in the archive we hold, not by a date the factsheet printed. Co-managed months count for every manager named; a factsheet names the manager of record, not who made each call. All managers →

How it is measured, and the case against

A record earned under different people is not evidence about these ones.

Does the displayed record predate the people running it?

Why this might matterA five-year figure on a fund whose longest-serving manager joined two years ago is the house's record more than the person's. The tenure here comes from what each monthly factsheet named, so a change of hands is dated to the month it was disclosed, and the fund's return against its category can be read over exactly those months.
Why it might notFund houses have processes, research desks and mandates that outlast individuals, so a manager change is not a reset. Co-managed funds attribute the same months to every named manager, and a factsheet names the manager of record, not necessarily the person making the calls.

Tracking gap

the NAV the fund published, against the NAV its last disclosed portfolio would have produced at each day's prices

No signal. About 100% of this fund is outside listed Indian equity — a foreign or derivative sleeve, or debt — and there are no daily prices to replicate it with. A wrong signal would be worse than none.

Share classes

latest NAV per AMFI code

PlanOptionNAVDate
direct
ICICI Prudential Money Market Fund Option - Direct Plan - Growth
growth₹415.8521 Sep 2026
direct
ICICI Prudential Money Market Fund Option - Direct Plan - Daily IDCW
idcw₹100.1421 Sep 2026
direct
ICICI Prudential Money Market Fund Option - Direct Plan - Fortnightly IDCW
idcw₹101.3416 Sep 2022
direct
ICICI Prudential Money Market Fund Option - Direct Plan - Weekly IDCW
idcw₹100.8721 Sep 2026
direct
ICICI Prudential Money Market Fund Option - Direct Plan - Monthly IDCW
idcw₹101.0516 Sep 2022
direct
ICICI Prudential Money Market Fund Option - Direct Plan - IDCW Others
idcw₹190.5421 Sep 2026
direct
ICICI Prudential Money Market Fund - Direct Plan Bonus
—₹151.2124 Apr 2020
regular
ICICI Prudential Money Market Fund Dividend
idcw₹100.1024 Apr 2020
regular
ICICI Prudential Sweep Plan- Dividend
idcw₹——
regular
ICICI Prudential Money Market Fund -Bonus
—₹118.0121 Nov 2016
—
ICICI Prudential Money Market Fund Retail Growth (erstwhile Cash Option)
growth₹306.6724 Apr 2020
The Direct / Regular gap, in rupees
Direct growth NAV
₹415.85
Regular growth NAV
₹306.67
NAV divergence to date
35.6% — same portfolio, priced differently
Regular costs more by
not computed
On ₹1,00,000 over ten years
not computed

A Regular plan buys advice. The fee is visible and the behavioural saving is not; both are shown, neither is netted off.

Compare with

same category, by size