Every scheme of the categories you pick, in one table — returns, AUM, cost and risk; facts only, no ratings, no recommendations.
One category or several at once, every scheme in one table: 1M · 3M · 6M · YTD · 1Y · 3Y · 5Y · 10Y returns, AUM, expense ratio, standard deviation, largest fall, exit load and age. Tick as many categories as you need — Money Market and Corporate Bond, or Debt and Small Cap — or one fund house, every scheme it runs. Filter on any figure (3Y at least 12%, expense at most 1%) and save the screen to open again. Sort on any column, filter, shortlist, compare. Facts as reported or computed from NAV — no ratings, no recommendations.
1M / 3M / 6M / YTD are point-to-point absolute returns computed by Aumsetu from the scheme's NAV history (growth of NAV only; IDCW, loads and taxes ignored). 1Y / 3Y / 5Y / 10Y are annualised (CAGR) as reported by the data source for this plan/option. AUM, expense ratio, standard deviation (3-year), exit load and riskometer as reported. Largest fall = biggest peak-to-trough drop in the last 12 months, computed from NAV. For debt schemes, YTM, modified duration, average maturity and average credit quality are as reported by the data source, not computed here: YTM is what the portfolio would earn if every holding ran to maturity and none defaulted, before the expense ratio — it is not a forecast of the return, and the NAV moves the other way when yields move. “From 52W high” is how far the latest NAV sits below its 52-week high, computed from the reported high — a fact about the price path and not a judgement of value; a scheme well below its high is a scheme whose NAV fell, nothing more. Tax type is how gains are taxed for a resident individual, read from the category as the rules stand for FY 2026-27: Equity (under 12 months 20%; after, 12.5% on gains above ₹1.25 lakh a year), Slab rate (debt-type funds, any holding period, units bought from 1 Apr 2023), 12.5% after 12 or 24 months (listed or not; gold, silver and overseas funds), or Check SID where the scheme’s own mix of equity and debt decides — surcharge and cess on top; a general rule, not tax advice. SIP 3Y / 5Y are computed by Aumsetu from NAV: one equal instalment a month on the same date for exactly 3 (5) years to the latest NAV, valued at that NAV, as an XIRR — one start date, growth option, loads and taxes ignored; a scheme younger than the period shows none. Rolling 3Y figures are computed by Aumsetu from the scheme’s full NAV history: one 3-year window starting on every NAV day, with the median, the worst and the share that ended positive — they load only when those columns are switched on, because they need ten years of NAV per scheme. PRC is the SEBI Potential Risk Class cell the scheme has committed to (letter = credit risk, A the most conservative; number = interest-rate risk, I the lowest). "Category median" is the median of the schemes shown after your filters — a description of the set, not a benchmark. With more than one category on the table there is a median line per category and no combined one, because the median of a liquid fund and a small-cap fund together is arithmetic without meaning; each row also carries its own category name, and a column a category does not report is left empty rather than filled. Returns depend on plan, option and dates; past returns do not indicate future returns.
