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Mutual fund research

Screen by category, sort on trailing returns or cost, and open a fund for holdings, rolling performance and an AI verdict.

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6 funds

Trailing returns are annualised

HDFC Mid-Cap Opportunities Fund

HDFC Mutual Fund · Mid Cap · Very High risk

5

1Y

34.2%

3Y

27.9%

5Y

28.6%

10Y

20.4%

NAV ₹186.11TER 0.76%AUM ₹73,540 CrMin SIP ₹500

SBI Small Cap Fund

SBI Mutual Fund · Small Cap · Very High risk

4

1Y

31.8%

3Y

24.2%

5Y

30.1%

10Y

23.5%

NAV ₹194.77TER 0.68%AUM ₹31,240 CrMin SIP ₹500

Parag Parikh Flexi Cap Fund

PPFAS Mutual Fund · Flexi Cap · High risk

5

1Y

28.4%

3Y

21.6%

5Y

24.1%

10Y

19.8%

NAV ₹78.42TER 0.63%AUM ₹71,230 CrMin SIP ₹1000

UTI Nifty 50 Index Fund

UTI Mutual Fund · Index · Moderate risk

4

1Y

22.1%

3Y

15.4%

5Y

17.2%

10Y

13.6%

NAV ₹152.28TER 0.2%AUM ₹19,860 CrMin SIP ₹500

ICICI Prudential Balanced Advantage

ICICI Prudential · Hybrid · Moderate risk

4

1Y

18.6%

3Y

13.9%

5Y

14.8%

10Y

12.9%

NAV ₹68.94TER 0.86%AUM ₹59,120 CrMin SIP ₹100

Axis Corporate Bond Fund

Axis Mutual Fund · Debt · Low risk

4

1Y

8.2%

3Y

6.9%

5Y

7.1%

10Y

7.6%

NAV ₹16.42TER 0.31%AUM ₹6,180 CrMin SIP ₹1000

AI fund screener

Generate an AI read on this shortlist of 6 funds — trend, risks, and what to watch next.

Witz Trade shows indicative market data for research and planning. AI commentary is generated and may be incomplete. Nothing here is investment advice.
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