Mutual funds
Direct plans across equity, debt and hybrid — with the expense ratio shown as prominently as the return.
Summary
Mutual fund research on GrowIQ Capital covers direct-plan schemes across equity, debt and hybrid categories, showing trailing one, three and five year returns alongside expense ratio, assets under management and the SEBI risk-o-meter band. Returns shown are past performance and do not indicate future results.
| Scheme | Category | 1Y | 3Y | 5Y | Expense | AUM | Risk |
|---|---|---|---|---|---|---|---|
| Bluechip Equity Fund — Direct GrowthSample AMC · SIP from ₹500 | Large Cap | 18.4% | 15.2% | 16.8% | 0.62% | ₹42180Cr | Very High |
| Flexicap Advantage Fund — Direct GrowthSample AMC · SIP from ₹500 | Flexi Cap | 22.1% | 18.6% | 19.4% | 0.71% | ₹28940Cr | Very High |
| Midcap Opportunities Fund — Direct GrowthSample AMC · SIP from ₹500 | Mid Cap | 28.7% | 24.1% | 23.2% | 0.84% | ₹19450Cr | Very High |
| Corporate Bond Fund — Direct GrowthSample AMC · SIP from ₹1,000 | Debt — Corporate Bond | 7.8% | 6.9% | 7.2% | 0.32% | ₹15220Cr | Moderate |
| Balanced Advantage Fund — Direct GrowthSample AMC · SIP from ₹500 | Hybrid — Dynamic Asset Allocation | 14.2% | 12.4% | 13.1% | 0.58% | ₹33610Cr | Moderately High |
| Liquid Fund — Direct GrowthSample AMC · SIP from ₹1,000 | Debt — Liquid | 7.1% | 6.4% | 5.9% | 0.16% | ₹51870Cr | Low to Moderate |
Returns shown are trailing annualised figures for direct growth plans. Past performance is not indicative of future returns and does not guarantee future results. Mutual fund investments are subject to market risks. Read all scheme related documents carefully.
Our fund house partners
GrowIQ Capital partners with 17 of India's leading asset management companies as an AMFI-registered mutual fund distributor (ARN-352082).
- ICICI PrudentialMutual Fund
- HDFCMutual Fund
- SBIMutual Fund
- Kotak MahindraMutual Fund
- Nippon IndiaMutual Fund
- Aditya Birla Sun LifeMutual Fund
- AxisMutual Fund
- UTIMutual Fund
- Mirae AssetMutual Fund
- TataMutual Fund
- Motilal OswalMutual Fund
- EdelweissMutual Fund
- Canara RobecoMutual Fund
- BandhanMutual Fund
- InvescoMutual Fund
- HSBCMutual Fund
- PGIM IndiaMutual Fund
Frequently asked questions
What is the difference between a direct and a regular mutual fund plan?
A direct plan is bought without a distributor intermediary and carries no distribution commission, so its expense ratio is lower than the regular plan of the same scheme. Over long holding periods that expense difference compounds into a meaningful gap in realised returns, for an otherwise identical portfolio.
What does the expense ratio actually cost me?
The expense ratio is deducted from the scheme's assets daily, so the NAV you see is already net of it. A 0.6% expense ratio on a ₹10 lakh holding is roughly ₹6,000 a year, charged proportionally rather than as a visible transaction.
How is the risk level of a mutual fund determined?
SEBI requires every scheme to display a risk-o-meter with six bands, from Low to Very High, calculated monthly from the underlying portfolio's credit, interest-rate, liquidity and volatility characteristics. The band reflects the portfolio actually held, and can change over time.
Planning a SIP? Use the SIP calculator or the step-up SIP calculator to model contributions before committing.