Direct equity plans against their benchmark

Direct equity plans against their benchmark: 6 lines from the India — Equity Funds vs Their Benchmarks snapshot, Jan 2016 – Sep 2026. Latest Large cap, 3 years: 73.33% in Sep 2026 (verified), from Exalytics calculation from AMFI NAV history and NSE Indices.

2 charts · 6 lines · Monthly · Jan 2016 – Sep 2026 · snapshot india-fund-performance-2026-09-20261020-d86d3a2f · published 20 Oct 2026

The share of large-, mid- and small-cap direct plans whose trailing return beat their SEBI benchmark, and for small-cap funds the median margin over the index and the gap between direct and regular plans. Above one half, most funds in the category beat the index.

Share beating their index

Lines Large cap, 3 years Mid cap, 3 years Small cap, 3 years Small cap, 1 year

per cent

Small-cap margin and the direct-plan gap

Lines Median margin over index Direct minus regular plan

percentage points

Research that uses this series

India’s markets and mutual fundsFund results: every large-, mid- and small-cap plan against its SEBI benchmark, with survivorship noted.

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