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Funds

Every open-ended scheme (one that takes new money any day) with a disclosed portfolio: its NAV (price per unit), returns, size and cost, and every measure derived from the disclosures — each one available to order the list by, and each one shown in its own units when chosen. Schemes that cannot be invested in — wound up, dormant, closed-ended or interval (open only on set dates) — are not listed; their pages stay up for research.

Narrow by number

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 Anveshan's 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.

2,109 funds

ordered by size · showing 5701–2109

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
No fund matches these filters.

NAV is the growth class (gains reinvested, no payouts), Direct plan (bought without a distributor's commission) where one exists; returns are CAGR (the steady yearly rate that gives the same total) to the build's NAV date. How often it beat its category is the share of rolling three-year stretches (one starting each month) in which the fund beat its category median (the middle fund of its category); 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 chosen for ordering; category, NAV, both returns and the expense ratio are dropped rather than pushed off the right-hand edge, because an ordering that cannot be seen is worth nothing.