Multi-Factor Analysis
Mutual Fund Screener
Filter, sort, and discover top-performing schemes across Indian mutual funds.
Min 3Y CAGR:
| # | Category | Direct TER | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Mirae Asset NYSE FANG + ETF Fund of Fund Mirae Asset Mutual Fund | Fund of Funds Domestic #1 of 71 (Top 2%) | ₹49.81 | +33.90% | +55.01% | +47.99% | +31.94% | +0.59% | 1.70 | -43.7% | 0.65% | ||
| 2 | DSP World Gold Mining Overseas Equity Omni FoF DSP Mutual Fund | Fund of Funds Overseas #1 of 46 (Top 3%) | ₹60.68 | +32.99% | +53.24% | +54.26% | +27.50% | +0.99% | 1.42 | -57.2% | 0.65% | ||
| 3 | Mirae Asset S&P 500 Top 50 ETF Fund of Fund Mirae Asset Mutual Fund | Fund of Funds Domestic #2 of 71 (Top 3%) | ₹34.74 | +36.62% | +44.41% | +43.11% | +26.46% | +0.57% | 1.34 | -29.9% | 0.65% | ||
| 4 | Nippon India Taiwan Equity Fund Nippon India Mutual Fund | Sectoral / Thematic #1 of 142 (Top 1%) | ₹25.07 | +39.55% | +41.13% | +40.08% | — | +1.92% | 1.01 | -44.8% | 0.65% | ||
| 5 | HDFC Silver ETF HDFC Mutual Fund | Other ETF #1 of 14 (Top 8%) | ₹174.94 | +23.10% | +35.93% | +33.99% | — | — | 0.86 | -53.4% | 0.20% | ||
| 6 | UTI Silver Exchange Traded Fund UTI Mutual Fund | Silver ETF #1 of 1 | ₹176.65 | +23.29% | +35.85% | +33.73% | — | — | 0.83 | -52.9% | 0.20% | ||
| 7 | UTI Silver ETF Fund of Fund UTI Mutual Fund | Fund of Funds Domestic #3 of 71 (Top 5%) | ₹23.41 | +23.02% | +35.54% | +33.32% | — | +0.48% | 0.76 | -52.4% | 0.65% | ||
| 8 | Kotak Silver ETF Fund of Fund Kotak Mahindra Mutual Fund | Fund of Funds Domestic #4 of 71 (Top 6%) | ₹24.45 | +23.12% | +35.44% | +33.76% | — | +0.60% | 0.77 | -52.6% | 0.65% | ||
| 9 | Axis Silver Fund of Fund Axis Mutual Fund | Fund of Funds Domestic #5 of 71 (Top 8%) | ₹31.46 | +23.13% | +35.42% | +33.62% | — | +0.68% | 0.82 | -53.0% | 0.65% | ||
| 10 | ICICI Prudential Silver ETF FOF ICICI Prudential Mutual Fund | Fund of Funds Domestic #6 of 71 (Top 9%) | ₹27.98 | +22.73% | +35.17% | +33.19% | — | +0.59% | 0.86 | -52.7% | 0.65% | ||
| 11 | Aditya Birla Sun Life Silver ETF FOF Aditya Birla Sun Life Mutual Fund | Fund of Funds Domestic #7 of 71 (Top 10%) | ₹28.38 | +22.32% | +35.03% | +33.13% | — | +0.53% | 0.83 | -52.7% | 0.65% | ||
| 12 | ICICI Prudential Strategic Metal and Energy Equity Fund of Fund ICICI Prudential Mutual Fund | Fund of Funds Overseas #2 of 46 (Top 5%) | ₹31.86 | +50.73% | +34.75% | +39.72% | — | +1.16% | 1.12 | -24.3% | 0.65% | ||
| 13 | Edelweiss Gold and Silver ETF FOF Edelweiss Mutual Fund | Fund of Funds Domestic #8 of 71 (Top 12%) | ₹29.40 | +21.45% | +34.12% | +32.46% | — | +0.52% | 1.08 | -38.6% | 0.65% | ||
| 14 | HDFC Defence Fund HDFC Mutual Fund | Sectoral / Thematic #2 of 142 (Top 2%) | ₹29.68 | +20.78% | +33.60% | +21.41% | — | +1.42% | 1.09 | -34.5% | 0.65% | ||
| 15 | Motilal Oswal Gold and Silver Passive Fund of Funds Motilal Oswal Mutual Fund | Fund of Funds Domestic #9 of 71 (Top 13%) | ₹27.23 | +17.36% | +31.90% | +29.12% | — | +0.44% | 1.07 | -36.4% | 0.65% | ||
| 16 | Mirae Asset Global X Artificial Intelligence & Technology ETF Fund of Fund Mirae Asset Mutual Fund | Fund of Funds Overseas #3 of 46 (Top 7%) | ₹31.45 | +18.13% | +31.84% | +28.36% | — | +0.18% | 0.97 | -27.2% | 0.65% | ||
| 17 | UTI Gold ETF Fund of Fund UTI Mutual Fund | Fund of Funds Domestic #10 of 71 (Top 15%) | ₹27.06 | +16.35% | +31.66% | +29.13% | — | +0.54% | 1.34 | -23.6% | 0.65% | ||
| 18 | UTI - Gold Exchange Traded Fund UTI Mutual Fund | Gold ETF #1 of 3 (Top 34%) | ₹118.08 | +16.43% | +31.63% | +29.26% | +23.41% | — | 0.88 | -99.2% | 0.20% | ||
| 19 | Quantum Gold ETF FOF Quantum Mutual Fund | Fund of Funds Domestic #11 of 71 (Top 16%) | ₹53.81 | +16.34% | +31.48% | +28.98% | +23.19% | +0.38% | 1.64 | -26.4% | 0.65% | ||
| 20 | Aditya Birla Sun Life Gold Fund Aditya Birla Sun Life Mutual Fund | Fund of Funds Domestic #12 of 71 (Top 17%) | ₹42.45 | +16.38% | +31.46% | +29.02% | +23.27% | +0.43% | 1.21 | -27.3% | 0.65% | ||
| 21 | HDFC Gold ETF HDFC Mutual Fund | Gold ETF #2 of 3 (Top 67%) | ₹119.88 | +16.41% | +31.38% | +28.97% | +23.19% | — | 0.85 | -99.2% | 0.20% | ||
| 22 | ICICI Prudential Gold ETF FOF ICICI Prudential Mutual Fund | Fund of Funds Domestic #13 of 71 (Top 19%) | ₹44.89 | +16.30% | +31.36% | +28.73% | +23.04% | +0.38% | 1.47 | -25.8% | 0.65% | ||
| 23 | SBI GOLD FUND SBI Mutual Fund | Fund of Funds Domestic #14 of 71 (Top 20%) | ₹42.88 | +16.07% | +31.21% | +28.70% | +23.20% | +0.24% | 1.60 | -25.0% | 0.65% | ||
| 24 | HDFC Gold ETF Fund of Fund HDFC Mutual Fund | Fund of Funds Domestic #15 of 71 (Top 22%) | ₹43.81 | +15.96% | +31.19% | +28.65% | +23.01% | +0.40% | 1.61 | -24.8% | 0.65% | ||
| 25 | Nippon India Gold Savings Fund Nippon India Mutual Fund | Fund of Funds Domestic #16 of 71 (Top 23%) | ₹55.99 | +15.98% | +31.12% | +28.56% | +22.90% | +0.28% | 1.61 | -24.7% | 0.65% |
Showing 1–25 of 1,805 schemes
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Mutual Fund Screening Methodologies & FAQs
4 topicsExpandCollapse
Mutual Fund Screening Methodologies & FAQs
4 topicsHow should investors use quantitative filters when screening mutual funds?
Rather than ranking solely by trailing 1-year returns (which often overweights recent momentum), combine multiple quantitative metrics: 3Y/5Y CAGR, 3Y rolling return median, Sharpe ratio (return per unit of total risk), Sortino ratio (downside risk protection), and maximum drawdown to identify consistent performers across market cycles.
What is a good Sharpe ratio for equity mutual funds in India?
A Sharpe ratio above 1.0 indicates that the fund generated returns in excess of the risk-free rate (G-Sec yield) that comfortably compensated for its volatility. Funds ranking in the top quartile of their SEBI category frequently sustain Sharpe ratios between 1.2 and 1.8 during stable compounding phases.
Why filter exclusively for Direct-Growth mutual fund options?
Direct plans eliminate distributor commissions (saving 0.5%–1.5% annually), while the Growth option automatically compounds dividends into the fund’s NAV without triggering annual dividend tax deductions, maximizing long-term wealth accumulation.
How do category benchmark comparisons prevent misleading rankings?
A midcap fund returning 22% in a bull year might seem attractive, but if the Nifty Midcap 150 benchmark returned 26%, the fund actually destroyed alpha. Anvest ranks funds strictly within their SEBI-designated category peer groups to ensure fair and accurate evaluation.