Indian mutual funds, judged on how they behaved
66 funds of ₹100 crore or more, grouped by category. Every page shows the same thing: how that fund did across ten years of rising, in-between and falling markets, measured against its own category rather than against a star rating.
Equity
Sectoral/Thematic
8 funds- WhiteOak Capital Special Opportunities FundWhiteOak Capital Mutual Fund₹1,870 Cr
- Union Innovation & Opportunities FundUnion Mutual Fund₹1,296 Cr
- WhiteOak Capital Quality Equity FundWhiteOak Capital Mutual Fund₹613 Cr
- Union Active Momentum FundUnion Mutual Fund₹518 Cr
- Union Business Cycle FundUnion Mutual Fund₹511 Cr
- Union Consumption FundUnion Mutual Fund₹331 Cr
- WhiteOak Capital Consumption Opportunities FundWhiteOak Capital Mutual Fund₹133 Cr
- Quantum Ethical FundQuantum Mutual Fund₹123 Cr
Flexi Cap
3 funds- WhiteOak Capital Flexi Cap FundWhiteOak Capital Mutual Fund₹9,275 Cr
- Union Flexi Cap FundUnion Mutual Fund₹2,404 Cr
- The Wealth Company Flexi Cap FundThe Wealth Company Mutual Fund₹247 Cr
Mid Cap
3 funds- WhiteOak Capital Mid Cap FundWhiteOak Capital Mutual Fund₹7,096 Cr
- Union Midcap FundUnion Mutual Fund₹1,933 Cr
- The Wealth Company Mid Cap FundThe Wealth Company Mutual Fund₹106 Cr
Small Cap
3 funds- Union Small Cap FundUnion Mutual Fund₹2,544 Cr
- QUANTUM SMALL CAP FUNDQuantum Mutual Fund₹259 Cr
- The Wealth Company Small Cap FundThe Wealth Company Mutual Fund₹118 Cr
Large & Mid Cap
3 funds- WhiteOak Capital Large & Mid Cap FundWhiteOak Capital Mutual Fund₹2,449 Cr
- Union Large & Midcap FundUnion Mutual Fund₹991 Cr
- The Wealth Company Large & Mid Cap FundThe Wealth Company Mutual Fund₹106 Cr
ELSS
3 funds- Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) FundUnion Mutual Fund₹859 Cr
- WhiteOak Capital ELSS Tax Saver FundWhiteOak Capital Mutual Fund₹494 Cr
- Quantum ELSS Tax Saver FundQuantum Mutual Fund₹209 Cr
Sectoral
3 funds- WhiteOak Capital Pharma and Healthcare FundWhiteOak Capital Mutual Fund₹858 Cr
- WhiteOak Capital Banking & Financial Services FundWhiteOak Capital Mutual Fund₹651 Cr
- WhiteOak Capital Digital Bharat FundWhiteOak Capital Mutual Fund₹499 Cr
Multi Cap
2 funds- WhiteOak Capital Multi Cap FundWhiteOak Capital Mutual Fund₹4,222 Cr
- Union Multicap FundUnion Mutual Fund₹1,503 Cr
Large Cap
2 funds- WhiteOak Capital Large Cap FundWhiteOak Capital Mutual Fund₹1,251 Cr
- Union Largecap FundUnion Mutual Fund₹434 Cr
Value
2 funds- Quantum Value FundQuantum Mutual Fund₹1,114 Cr
- Union Value FundUnion Mutual Fund₹394 Cr
Focused
1 fund- Union Focused FundUnion Mutual Fund₹449 Cr
Hybrid
Multi Asset Allocation
3 funds- WhiteOak Capital Multi Asset Allocation FundWhiteOak Capital Mutual Fund₹8,527 Cr
- Union Multi Asset Allocation FundUnion Mutual Fund₹1,004 Cr
- The Wealth Company Multi Asset Allocation FundThe Wealth Company Mutual Fund₹202 Cr
Arbitrage
3 funds- WhiteOak Capital Arbitrage FundWhiteOak Capital Mutual Fund₹2,146 Cr
- Union Arbitrage FundUnion Mutual Fund₹233 Cr
- The Wealth Company Arbitrage FundThe Wealth Company Mutual Fund₹144 Cr
Aggressive Hybrid
2 funds- Union Aggressive Hybrid FundUnion Mutual Fund₹756 Cr
- WhiteOak Capital Aggressive Hybrid FundWhiteOak Capital Mutual Fund₹484 Cr
Equity Savings
2 funds- WhiteOak Capital Equity Savings FundWhiteOak Capital Mutual Fund₹271 Cr
- Union Equity Savings FundUnion Mutual Fund₹119 Cr
Balanced Advantage Fund/ Dynamic Asset Allocation
1 fund- WhiteOak Capital Balanced Advantage FundWhiteOak Capital Mutual Fund₹2,274 Cr
Balanced Advantage
1 fund- Union Balanced Advantage FundUnion Mutual Fund₹1,222 Cr
Balanced Hybrid
1 fund- WhiteOak Capital Balanced Hybrid FundWhiteOak Capital Mutual Fund₹297 Cr
Debt
Liquid
4 funds- Union Liquid FundUnion Mutual Fund₹7,522 Cr
- The Wealth Company Liquid FundThe Wealth Company Mutual Fund₹791 Cr
- WhiteOak Capital Liquid FundWhiteOak Capital Mutual Fund₹712 Cr
- Quantum Liquid FundQuantum Mutual Fund₹546 Cr
Income (legacy close-ended)
3 funds- IL&FS Infrastructure Debt Fund Series 2BIL&FS Mutual Fund (IDF)₹398 Cr
- IL&FS Infrastructure Debt Fund Series 2CIL&FS Mutual Fund (IDF)₹316 Cr
- IL&FS Infrastructure Debt Fund Series 2AIL&FS Mutual Fund (IDF)₹236 Cr
Ultra Short Duration
2 funds- WhiteOak Capital Ultra Short Term FundWhiteOak Capital Mutual Fund₹556 Cr
- Union Short Term FundUnion Mutual Fund₹107 Cr
Money Market
1 fund- Union Money Market FundUnion Mutual Fund₹1,267 Cr
Overnight
1 fund- Union Overnight FundUnion Mutual Fund₹760 Cr
Ultra Short to Short Term
1 fund- Union Ultra Short to Short Term FundUnion Mutual Fund₹351 Cr
Corporate Bond
1 fund- Union Corporate Bond FundUnion Mutual Fund₹300 Cr
Commodity
Gold ETF
2 funds- Quantum Gold ETFQuantum Mutual Fund₹754 Cr
- Union Gold ETFUnion Mutual Fund₹289 Cr
Solution
Retirement
1 fund- Union Retirement FundUnion Mutual Fund₹212 Cr
Fund of Funds
FoF Domestic
4 funds- Quantum Gold ETF FOFQuantum Mutual Fund₹553 Cr
- Union Diversified Equity All Cap Active FOFUnion Mutual Fund₹199 Cr
- Union Gold ETF Fund of FundUnion Mutual Fund₹166 Cr
- Quantum Diversified Equity All Cap Active FOFQuantum Mutual Fund₹135 Cr
Analysis of public AMFI data for research. Market states are labelled mechanically from NIFTY 500 month-end closes and are only knowable in hindsight. Past behaviour is not a forecast. We are not a registered investment adviser and nothing here is a recommendation to buy or sell.