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Funds

Every scheme with a disclosed portfolio: its NAV, returns, size and cost, and every measure we derive from the disclosures — each one something you can order the list by, and each one shown in its own units when you do.

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Three ranges, and only three: what a fund costs, how big it is, and how long the person running it has been there. There is no range over a fund's record, because filtering on a record builds a shortlist of past winners — and our own testing found that shortlist does not predict the next three years. A fund with no expense or tenure on file is excluded by those two, never silently included.

8 funds

ordered by size · names starting with P

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
Parag Parikh Conservative Hybrid Fund
PPFAS Asset Management Pvt. Ltd. · Raj Mehta, since May 2021
Conservative Hybrid ₹16.11
21 Sep 2026
4.8% 9.3% ₹3,450 Cr 0.32%
Regular 0.67%
beat peers in 100% of 3-yr windows29 windows — thin record
Parag Parikh Arbitrage Fund
PPFAS Asset Management Pvt. Ltd. · Raj Mehta, since Oct 2023
Arbitrage ₹12.15
21 Sep 2026
6.5% ₹2,699 Cr 0.99%
Regular 1.39%
not measured
Parag Parikh Dynamic Asset Allocation Fund
PPFAS Asset Management Pvt. Ltd. · Mansi Kariya, since Feb 2024
Dynamic Asset Allocation or Balanced Advantage ₹11.83
21 Sep 2026
3.5% ₹2,638 Cr 0.41%
Regular 0.76%
not measured
PGIM India Balanced Advantage Fund
PGIM India Asset Management Private Limite
Dynamic Asset Allocation or Balanced Advantage ₹16.35
21 Sep 2026
−2.6% 7.3% ₹805 Cr 0.92%
Regular 2.51%
beat peers in 0% of 3-yr windows32 windows — thin record
PGIM India Multi Asset Allocation Fund
PGIM India Asset Management Private Limite
Multi Asset Allocation ₹10.64
21 Sep 2026
₹270 Cr 0.82%
Regular 2.54%
not measured
PGIM India Aggressive Hybrid Equity Fund
PGIM India Asset Management Private Limite
Aggressive Hybrid ₹154.98
21 Sep 2026
−2.2% 9.4% ₹202 Cr 1.09%
Regular 2.56%
beat peers in 0% of 3-yr windows91 windows
PGIM India Arbitrage Fund
PGIM India Asset Management Private Limite
Arbitrage ₹21.14
21 Sep 2026
6.5% 7.1% ₹95 Cr 1.26%
Regular 1.93%
beat peers in 0% of 3-yr windows91 windows
PGIM India Equity Savings Fund
PGIM India Asset Management Private Limite
Equity Savings ₹58.21
21 Sep 2026
3.4% 6.6% ₹60 Cr 1.11%
Regular 1.77%
beat peers in 32% of 3-yr windows91 windows

NAV is the growth class, Direct plan where one exists; returns are CAGR to the build's NAV date. How often it beat its category is the share of rolling three-year stretches in which the fund beat its category median; a full record needs 36 windows, and a thinner one is greyed. Funds without that measurement sort last, never first; a fund with no NAV in the last 45 days — wound up, merged or dormant — sorts last of all and is marked. On a phone the table keeps three columns — the fund, its size and the measure you ordered by; category, NAV, both returns and the expense ratio are dropped rather than pushed off the right-hand edge, because an ordering you cannot see is worth nothing.