Sahare Wealth AMFI-registered Mutual Fund Distributor ARN-151469
Equity Fund Dashboard
Every fund in a category is ranked on how much, and how consistently, it has beaten its own benchmark over 1, 3, 5 and 10 years. Regular plans, using AMFI's published returns.
Add AMFI fund performance files
Drop the Excel files here, or choose them from your device. Add one category or all of them at once.
- 1Open the Fund Performance page on AMFI.
- 2Pick an equity category, for example Large Cap, and download it as Excel.
- 3Repeat for each category you want, then add all the files here.
| Compare | Rank | Fund | Score | 1 yr | 3 yr | 5 yr | 10 yr | IR 3y | AUM ₹ Cr | Score trend |
|---|
Returns are annualised for 3 years and longer. ▲1.2 means the fund beat its benchmark by 1.2 percentage points a year; ▼0.8 means it trailed. Tick funds to compare them.
How the score works
Each fund is compared only with other funds in the same category, using Regular plan returns as published by AMFI.
- Alpha. For each period, the fund's annualised return minus its benchmark's return.
- Peer percentile. Each measure is placed on a 0–100 scale against the other rated funds in the category. 100 is the best in the category.
- Score. A weighted average of those percentiles, plus a consistency measure: the share of periods in which the fund beat its benchmark.
| Measure | Weight |
|---|
- Funds with less than 3 years of history are listed as Not rated.
- A fund without a 5-year record has its two 5-year measures counted as average (50). A fund needs a 5-year record to reach the very top.
- When a fund has no 10-year record, that weight is spread across the other measures so the total stays 100.
- Q1 is the top quarter of rated funds in the category, Q4 the bottom quarter.
- Funds below ₹500 Cr AUM are marked Small AUM.
- Information ratio shows how steadily a fund earned its extra return over the benchmark. Higher is better.
- Rank changes and score trends come from earlier files added on this device.
Need help reading the scorecard?
Talk to Sahare Wealth about your goals, time horizon and risk profile before choosing a fund.