Good afternoon :)

Other Mutual Funds

Other Mutual Funds

Other mutual funds consist of mutual funds that do not fall in the debt, equity, hybrid or commodity categories, These can be FoFs - funds that invest in other funds or solution oriented funds that design their portfolio to achieve a specific goal.

  • Horizon: Medium to long
  • 🔢 Total funds: 145
  • 💰 Total AUM: 1,14,162 Cr

Best performing Other Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR

Overview of Other Mutual Funds

  • AUM
    ₹ 733.04 Cr.
  • Expense Ratio
    0.08%
  • 5Y CAGR
    24.29%
Performance
The fund's annualised performance has been 21.69% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.09% vs its category average of 9.2%.
Composition
Mutual Funds makes up for the majority of the fund at 99.95% along with the largest allocation towards Others at 98.95%.
  • AUM
    ₹ 4,533.40 Cr.
  • Expense Ratio
    0.19%
  • 5Y CAGR
    23.94%
Performance
The fund's annualised performance has been 24.35% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.87% vs its category average of 14.61%.
Composition
Mutual Funds makes up for the majority of the fund at 99.76% along with the largest allocation towards Others at 100%.
  • AUM
    ₹ 4,574.14 Cr.
  • Expense Ratio
    0.68%
  • 5Y CAGR
    23.69%
Performance
The fund's annualised performance has been 21.93% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 8.57% vs its category average of 6.39%.
Composition
Equity makes up for the majority of the fund at 88.16% along with the largest allocation towards Private Banks at 19.79%.
  • AUM
    ₹ 562.17 Cr.
  • Expense Ratio
    0.87%
  • 5Y CAGR
    23.42%
Performance
The fund's annualised performance has been 23.34% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.54% vs its category average of 6.39%.
Composition
Equity makes up for the majority of the fund at 91.19% along with the largest allocation towards Construction & Engineering at 11.74%.
  • AUM
    ₹ 1,479.38 Cr.
  • Expense Ratio
    0.41%
  • 5Y CAGR
    22.21%
Performance
The fund's annualised performance has been 16.38% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 7.15% vs its category average of 9.2%.
Composition
Mutual Funds makes up for the majority of the fund at 97.82% along with the largest allocation towards Others at 97.59%.
  • AUM
    ₹ 1,299.04 Cr.
  • Expense Ratio
    0.3%
  • 5Y CAGR
    20.71%
Performance
The fund's annualised performance has been 16.17% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 6.26% vs its category average of 9.48%.
Composition
Mutual Funds makes up for the majority of the fund at 97.9% along with the largest allocation towards Others at 97.78%.
  • AUM
    ₹ 331.67 Cr.
  • Expense Ratio
    2.17%
  • 5Y CAGR
    18.82%
Performance
The fund's annualised performance has been 13.44% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 8.87% vs its category average of 8.29%.
Composition
Equity makes up for the majority of the fund at 95.07% along with the largest allocation towards Private Banks at 21.19%.
  • AUM
    ₹ 312.89 Cr.
  • Expense Ratio
    0.89%
  • 5Y CAGR
    18.47%
Performance
The fund's annualised performance has been 18.42% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.56% vs its category average of 6.39%.
Composition
Equity makes up for the majority of the fund at 83.56% along with the largest allocation towards Construction & Engineering at 13.14%.
  • AUM
    ₹ 1,361.15 Cr.
  • Expense Ratio
    1.43%
  • 5Y CAGR
    18.16%
Performance
The fund's annualised performance has been 10.87% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.83% vs its category average of 14.61%.
Composition
Mutual Funds makes up for the majority of the fund at 99.02% along with the largest allocation towards Others at 98.25%.
  • AUM
    ₹ 1,313.81 Cr.
  • Expense Ratio
    0.95%
  • 5Y CAGR
    18.03%
Performance
The fund's annualised performance has been 18.22% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 6.6% vs its category average of 6.39%.
Composition
Equity makes up for the majority of the fund at 69.07% along with the largest allocation towards Private Banks at 14.66%.
This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.