{ "generatedFrom": "Saved research files, not live data", "datasets": { "nifty-wins": { "title": "NIFTY 50 fund comparison", "sourceFiles": [ "public/data-stories/analysis/best-nifty-50-index-fund/head-to-head-results.json" ], "periods": [ { "key": "3yr", "label": "3 years", "title": "Which fund finished first over 3 years?", "chartKey": "rate", "columns": [ { "key": "name", "label": "Investment" }, { "key": "wins", "label": "First-place periods", "format": "count" }, { "key": "samples", "label": "Compared periods", "format": "count" }, { "key": "rate", "label": "Share finishing first", "format": "percent" } ], "rows": [ { "name": "Bandhan", "fullName": "BANDHAN Nifty 50 Index Fund-Direct Plan-Growth", "wins": 1445, "samples": 2468, "rate": 58.55 }, { "name": "UTI", "fullName": "UTI Nifty 50 Index Fund - Growth Option- Direct", "wins": 605, "samples": 2468, "rate": 24.51 }, { "name": "Taurus", "fullName": "Taurus Nifty 50 Index Fund - Direct Plan - Growth", "wins": 388, "samples": 2468, "rate": 15.72 }, { "name": "HDFC", "fullName": "HDFC Nifty 50 Index Fund - Growth Plan", "wins": 20, "samples": 2468, "rate": 0.81 }, { "name": "Tata", "fullName": "Tata Nifty 50 Index Fund -Direct Plan", "wins": 10, "samples": 2468, "rate": 0.41 }, { "name": "Franklin India", "fullName": "Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND- Direct - Growth", "wins": 0, "samples": 2468, "rate": 0 }, { "name": "Nippon India", "fullName": "Nippon India Index Fund - Nifty 50 Plan - Direct Plan Growth Plan - Growth Option", "wins": 0, "samples": 2468, "rate": 0 }, { "name": "Aditya Birla", "fullName": "Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan", "wins": 0, "samples": 2468, "rate": 0 }, { "name": "LIC", "fullName": "LIC MF Nifty 50 Index Fund-Direct Plan-Growth", "wins": 0, "samples": 2468, "rate": 0 } ], "note": "First among this group on shared dates. This is not the probability of a future win, or a pairwise win rate against each fund." }, { "key": "5yr", "label": "5 years", "title": "Which fund finished first over 5 years?", "chartKey": "rate", "columns": [ { "key": "name", "label": "Investment" }, { "key": "wins", "label": "First-place periods", "format": "count" }, { "key": "samples", "label": "Compared periods", "format": "count" }, { "key": "rate", "label": "Share finishing first", "format": "percent" } ], "rows": [ { "name": "Bandhan", "fullName": "BANDHAN Nifty 50 Index Fund-Direct Plan-Growth", "wins": 1460, "samples": 1975, "rate": 73.92 }, { "name": "UTI", "fullName": "UTI Nifty 50 Index Fund - Growth Option- Direct", "wins": 347, "samples": 1975, "rate": 17.57 }, { "name": "Taurus", "fullName": "Taurus Nifty 50 Index Fund - Direct Plan - Growth", "wins": 157, "samples": 1975, "rate": 7.95 }, { "name": "Tata", "fullName": "Tata Nifty 50 Index Fund -Direct Plan", "wins": 11, "samples": 1975, "rate": 0.56 }, { "name": "HDFC", "fullName": "HDFC Nifty 50 Index Fund - Growth Plan", "wins": 0, "samples": 1975, "rate": 0 }, { "name": "Franklin India", "fullName": "Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND- Direct - Growth", "wins": 0, "samples": 1975, "rate": 0 }, { "name": "Nippon India", "fullName": "Nippon India Index Fund - Nifty 50 Plan - Direct Plan Growth Plan - Growth Option", "wins": 0, "samples": 1975, "rate": 0 }, { "name": "Aditya Birla", "fullName": "Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan", "wins": 0, "samples": 1975, "rate": 0 }, { "name": "LIC", "fullName": "LIC MF Nifty 50 Index Fund-Direct Plan-Growth", "wins": 0, "samples": 1975, "rate": 0 } ], "note": "First among this group on shared dates. This is not the probability of a future win, or a pairwise win rate against each fund." }, { "key": "7yr", "label": "7 years", "title": "Which fund finished first over 7 years?", "chartKey": "rate", "columns": [ { "key": "name", "label": "Investment" }, { "key": "wins", "label": "First-place periods", "format": "count" }, { "key": "samples", "label": "Compared periods", "format": "count" }, { "key": "rate", "label": "Share finishing first", "format": "percent" } ], "rows": [ { "name": "Bandhan", "fullName": "BANDHAN Nifty 50 Index Fund-Direct Plan-Growth", "wins": 1464, "samples": 1484, "rate": 98.65 }, { "name": "Taurus", "fullName": "Taurus Nifty 50 Index Fund - Direct Plan - Growth", "wins": 16, "samples": 1484, "rate": 1.08 }, { "name": "UTI", "fullName": "UTI Nifty 50 Index Fund - Growth Option- Direct", "wins": 3, "samples": 1484, "rate": 0.2 }, { "name": "Tata", "fullName": "Tata Nifty 50 Index Fund -Direct Plan", "wins": 1, "samples": 1484, "rate": 0.07 }, { "name": "HDFC", "fullName": "HDFC Nifty 50 Index Fund - Growth Plan", "wins": 0, "samples": 1484, "rate": 0 }, { "name": "Franklin India", "fullName": "Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND- Direct - Growth", "wins": 0, "samples": 1484, "rate": 0 }, { "name": "Nippon India", "fullName": "Nippon India Index Fund - Nifty 50 Plan - Direct Plan Growth Plan - Growth Option", "wins": 0, "samples": 1484, "rate": 0 }, { "name": "Aditya Birla", "fullName": "Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan", "wins": 0, "samples": 1484, "rate": 0 }, { "name": "LIC", "fullName": "LIC MF Nifty 50 Index Fund-Direct Plan-Growth", "wins": 0, "samples": 1484, "rate": 0 } ], "note": "First among this group on shared dates. This is not the probability of a future win, or a pairwise win rate against each fund." }, { "key": "10yr", "label": "10 years", "title": "Which fund finished first over 10 years?", "chartKey": "rate", "columns": [ { "key": "name", "label": "Investment" }, { "key": "wins", "label": "First-place periods", "format": "count" }, { "key": "samples", "label": "Compared periods", "format": "count" }, { "key": "rate", "label": "Share finishing first", "format": "percent" } ], "rows": [ { "name": "Bandhan", "fullName": "BANDHAN Nifty 50 Index Fund-Direct Plan-Growth", "wins": 744, "samples": 744, "rate": 100 }, { "name": "HDFC", "fullName": "HDFC Nifty 50 Index Fund - Growth Plan", "wins": 0, "samples": 744, "rate": 0 }, { "name": "Franklin India", "fullName": "Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND- Direct - Growth", "wins": 0, "samples": 744, "rate": 0 }, { "name": "Nippon India", "fullName": "Nippon India Index Fund - Nifty 50 Plan - Direct Plan Growth Plan - Growth Option", "wins": 0, "samples": 744, "rate": 0 }, { "name": "Aditya Birla", "fullName": "Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan", "wins": 0, "samples": 744, "rate": 0 }, { "name": "LIC", "fullName": "LIC MF Nifty 50 Index Fund-Direct Plan-Growth", "wins": 0, "samples": 744, "rate": 0 }, { "name": "UTI", "fullName": "UTI Nifty 50 Index Fund - Growth Option- Direct", "wins": 0, "samples": 744, "rate": 0 }, { "name": "Taurus", "fullName": "Taurus Nifty 50 Index Fund - Direct Plan - Growth", "wins": 0, "samples": 744, "rate": 0 }, { "name": "Tata", "fullName": "Tata Nifty 50 Index Fund -Direct Plan", "wins": 0, "samples": 744, "rate": 0 } ], "note": "First among this group on shared dates. This is not the probability of a future win, or a pairwise win rate against each fund." } ] }, "active-midcap": { "title": "midcap funds: historical first-place finishes", "sourceFiles": [ "public/data-stories/analysis/active-vs-index-funds-india/hybrid-head-to-head-results-midcap.json" ], "periods": [ { "key": "3yr", "label": "3 years", "title": "Which fund finished first over 3 years?", "chartKey": "rate", "columns": [ { "key": "name", "label": "Investment" }, { "key": "wins", "label": "First-place periods", "format": "count" }, { "key": "samples", "label": "Compared periods", "format": "count" }, { "key": "rate", "label": "Share finishing first", "format": "percent" } ], "rows": [ { "name": "Kotak Midcap Fund", "fullName": "Kotak Midcap Fund", "wins": 1354, "samples": 2479, "rate": 54.62 }, { "name": "HDFC Mid Cap Fund", "fullName": "HDFC Mid Cap Fund", "wins": 743, "samples": 2479, "rate": 29.97 }, { "name": "NIFTY MIDCAP 150", "fullName": "NIFTY MIDCAP 150", "wins": 193, "samples": 2479, "rate": 7.79 }, { "name": "Nippon India Growth Mid Cap Fund", "fullName": "Nippon India Growth Mid Cap Fund", "wins": 189, "samples": 2479, "rate": 7.62 } ], "note": "First among this group on shared dates. This is not the probability of a future win, or a pairwise win rate against each fund." }, { "key": "5yr", "label": "5 years", "title": "Which fund finished first over 5 years?", "chartKey": "rate", "columns": [ { "key": "name", "label": "Investment" }, { "key": "wins", "label": "First-place periods", "format": "count" }, { "key": "samples", "label": "Compared periods", "format": "count" }, { "key": "rate", "label": "Share finishing first", "format": "percent" } ], "rows": [ { "name": "Kotak Midcap Fund", "fullName": "Kotak Midcap Fund", "wins": 1261, "samples": 1985, "rate": 63.53 }, { "name": "Nippon India Growth Mid Cap Fund", "fullName": "Nippon India Growth Mid Cap Fund", "wins": 533, "samples": 1985, "rate": 26.85 }, { "name": "HDFC Mid Cap Fund", "fullName": "HDFC Mid Cap Fund", "wins": 191, "samples": 1985, "rate": 9.62 }, { "name": "NIFTY MIDCAP 150", "fullName": "NIFTY MIDCAP 150", "wins": 0, "samples": 1985, "rate": 0 } ], "note": "First among this group on shared dates. This is not the probability of a future win, or a pairwise win rate against each fund." }, { "key": "7yr", "label": "7 years", "title": "Which fund finished first over 7 years?", "chartKey": "rate", "columns": [ { "key": "name", "label": "Investment" }, { "key": "wins", "label": "First-place periods", "format": "count" }, { "key": "samples", "label": "Compared periods", "format": "count" }, { "key": "rate", "label": "Share finishing first", "format": "percent" } ], "rows": [ { "name": "Kotak Midcap Fund", "fullName": "Kotak Midcap Fund", "wins": 885, "samples": 1495, "rate": 59.2 }, { "name": "Nippon India Growth Mid Cap Fund", "fullName": "Nippon India Growth Mid Cap Fund", "wins": 610, "samples": 1495, "rate": 40.8 }, { "name": "NIFTY MIDCAP 150", "fullName": "NIFTY MIDCAP 150", "wins": 0, "samples": 1495, "rate": 0 }, { "name": "HDFC Mid Cap Fund", "fullName": "HDFC Mid Cap Fund", "wins": 0, "samples": 1495, "rate": 0 } ], "note": "First among this group on shared dates. This is not the probability of a future win, or a pairwise win rate against each fund." }, { "key": "10yr", "label": "10 years", "title": "Which fund finished first over 10 years?", "chartKey": "rate", "columns": [ { "key": "name", "label": "Investment" }, { "key": "wins", "label": "First-place periods", "format": "count" }, { "key": "samples", "label": "Compared periods", "format": "count" }, { "key": "rate", "label": "Share finishing first", "format": "percent" } ], "rows": [ { "name": "Kotak Midcap Fund", "fullName": "Kotak Midcap Fund", "wins": 749, "samples": 755, "rate": 99.21 }, { "name": "HDFC Mid Cap Fund", "fullName": "HDFC Mid Cap Fund", "wins": 6, "samples": 755, "rate": 0.79 }, { "name": "NIFTY MIDCAP 150", "fullName": "NIFTY MIDCAP 150", "wins": 0, "samples": 755, "rate": 0 }, { "name": "Nippon India Growth Mid Cap Fund", "fullName": "Nippon India Growth Mid Cap Fund", "wins": 0, "samples": 755, "rate": 0 } ], "note": "First among this group on shared dates. This is not the probability of a future win, or a pairwise win rate against each fund." } ] }, "active-largecap": { "title": "largecap funds: historical first-place finishes", "sourceFiles": [ "public/data-stories/analysis/active-vs-index-funds-india/hybrid-head-to-head-results-large-cap.json" ], "periods": [ { "key": "3yr", "label": "3 years", "title": "Which fund finished first over 3 years?", "chartKey": "rate", "columns": [ { "key": "name", "label": "Investment" }, { "key": "wins", "label": "First-place periods", "format": "count" }, { "key": "samples", "label": "Compared periods", "format": "count" }, { "key": "rate", "label": "Share finishing first", "format": "percent" } ], "rows": [ { "name": "Nippon India Large Cap Fund", "fullName": "Nippon India Large Cap Fund", "wins": 941, "samples": 2480, "rate": 37.94 }, { "name": "NIFTY NEXT 50", "fullName": "NIFTY NEXT 50", "wins": 602, "samples": 2480, "rate": 24.27 }, { "name": "NIFTY 50", "fullName": "NIFTY 50", "wins": 474, "samples": 2480, "rate": 19.11 }, { "name": "SBI Large Cap Fund", "fullName": "SBI Large Cap Fund", "wins": 299, "samples": 2480, "rate": 12.06 }, { "name": "ICICI Prudential Large Cap Fund", "fullName": "ICICI Prudential Large Cap Fund", "wins": 164, "samples": 2480, "rate": 6.61 } ], "note": "First among this group on shared dates. This is not the probability of a future win, or a pairwise win rate against each fund." }, { "key": "5yr", "label": "5 years", "title": "Which fund finished first over 5 years?", "chartKey": "rate", "columns": [ { "key": "name", "label": "Investment" }, { "key": "wins", "label": "First-place periods", "format": "count" }, { "key": "samples", "label": "Compared periods", "format": "count" }, { "key": "rate", "label": "Share finishing first", "format": "percent" } ], "rows": [ { "name": "Nippon India Large Cap Fund", "fullName": "Nippon India Large Cap Fund", "wins": 622, "samples": 1986, "rate": 31.32 }, { "name": "NIFTY NEXT 50", "fullName": "NIFTY NEXT 50", "wins": 550, "samples": 1986, "rate": 27.69 }, { "name": "NIFTY 50", "fullName": "NIFTY 50", "wins": 545, "samples": 1986, "rate": 27.44 }, { "name": "ICICI Prudential Large Cap Fund", "fullName": "ICICI Prudential Large Cap Fund", "wins": 171, "samples": 1986, "rate": 8.61 }, { "name": "SBI Large Cap Fund", "fullName": "SBI Large Cap Fund", "wins": 98, "samples": 1986, "rate": 4.93 } ], "note": "First among this group on shared dates. This is not the probability of a future win, or a pairwise win rate against each fund." }, { "key": "7yr", "label": "7 years", "title": "Which fund finished first over 7 years?", "chartKey": "rate", "columns": [ { "key": "name", "label": "Investment" }, { "key": "wins", "label": "First-place periods", "format": "count" }, { "key": "samples", "label": "Compared periods", "format": "count" }, { "key": "rate", "label": "Share finishing first", "format": "percent" } ], "rows": [ { "name": "Nippon India Large Cap Fund", "fullName": "Nippon India Large Cap Fund", "wins": 731, "samples": 1495, "rate": 48.9 }, { "name": "NIFTY NEXT 50", "fullName": "NIFTY NEXT 50", "wins": 273, "samples": 1495, "rate": 18.26 }, { "name": "SBI Large Cap Fund", "fullName": "SBI Large Cap Fund", "wins": 260, "samples": 1495, "rate": 17.39 }, { "name": "ICICI Prudential Large Cap Fund", "fullName": "ICICI Prudential Large Cap Fund", "wins": 231, "samples": 1495, "rate": 15.45 }, { "name": "NIFTY 50", "fullName": "NIFTY 50", "wins": 0, "samples": 1495, "rate": 0 } ], "note": "First among this group on shared dates. This is not the probability of a future win, or a pairwise win rate against each fund." }, { "key": "10yr", "label": "10 years", "title": "Which fund finished first over 10 years?", "chartKey": "rate", "columns": [ { "key": "name", "label": "Investment" }, { "key": "wins", "label": "First-place periods", "format": "count" }, { "key": "samples", "label": "Compared periods", "format": "count" }, { "key": "rate", "label": "Share finishing first", "format": "percent" } ], "rows": [ { "name": "Nippon India Large Cap Fund", "fullName": "Nippon India Large Cap Fund", "wins": 580, "samples": 755, "rate": 76.82 }, { "name": "NIFTY NEXT 50", "fullName": "NIFTY NEXT 50", "wins": 148, "samples": 755, "rate": 19.6 }, { "name": "SBI Large Cap Fund", "fullName": "SBI Large Cap Fund", "wins": 15, "samples": 755, "rate": 1.99 }, { "name": "ICICI Prudential Large Cap Fund", "fullName": "ICICI Prudential Large Cap Fund", "wins": 12, "samples": 755, "rate": 1.59 }, { "name": "NIFTY 50", "fullName": "NIFTY 50", "wins": 0, "samples": 755, "rate": 0 } ], "note": "First among this group on shared dates. This is not the probability of a future win, or a pairwise win rate against each fund." } ] }, "active-smallcap": { "title": "smallcap funds: historical first-place finishes", "sourceFiles": [ "public/data-stories/analysis/active-vs-index-funds-india/hybrid-head-to-head-results-small-cap.json" ], "periods": [ { "key": "3yr", "label": "3 years", "title": "Which fund finished first over 3 years?", "chartKey": "rate", "columns": [ { "key": "name", "label": "Investment" }, { "key": "wins", "label": "First-place periods", "format": "count" }, { "key": "samples", "label": "Compared periods", "format": "count" }, { "key": "rate", "label": "Share finishing first", "format": "percent" } ], "rows": [ { "name": "quant Small Cap Fund", "fullName": "quant Small Cap Fund", "wins": 1089, "samples": 2257, "rate": 48.25 }, { "name": "SBI Small Cap Fund", "fullName": "SBI Small Cap Fund", "wins": 846, "samples": 2257, "rate": 37.48 }, { "name": "Nippon India Small Cap Fund", "fullName": "Nippon India Small Cap Fund", "wins": 322, "samples": 2257, "rate": 14.27 }, { "name": "NIFTY SMLCAP 250", "fullName": "NIFTY SMLCAP 250", "wins": 0, "samples": 2257, "rate": 0 } ], "note": "First among this group on shared dates. This is not the probability of a future win, or a pairwise win rate against each fund." }, { "key": "5yr", "label": "5 years", "title": "Which fund finished first over 5 years?", "chartKey": "rate", "columns": [ { "key": "name", "label": "Investment" }, { "key": "wins", "label": "First-place periods", "format": "count" }, { "key": "samples", "label": "Compared periods", "format": "count" }, { "key": "rate", "label": "Share finishing first", "format": "percent" } ], "rows": [ { "name": "quant Small Cap Fund", "fullName": "quant Small Cap Fund", "wins": 987, "samples": 1763, "rate": 55.98 }, { "name": "SBI Small Cap Fund", "fullName": "SBI Small Cap Fund", "wins": 748, "samples": 1763, "rate": 42.43 }, { "name": "Nippon India Small Cap Fund", "fullName": "Nippon India Small Cap Fund", "wins": 28, "samples": 1763, "rate": 1.59 }, { "name": "NIFTY SMLCAP 250", "fullName": "NIFTY SMLCAP 250", "wins": 0, "samples": 1763, "rate": 0 } ], "note": "First among this group on shared dates. This is not the probability of a future win, or a pairwise win rate against each fund." }, { "key": "7yr", "label": "7 years", "title": "Which fund finished first over 7 years?", "chartKey": "rate", "columns": [ { "key": "name", "label": "Investment" }, { "key": "wins", "label": "First-place periods", "format": "count" }, { "key": "samples", "label": "Compared periods", "format": "count" }, { "key": "rate", "label": "Share finishing first", "format": "percent" } ], "rows": [ { "name": "quant Small Cap Fund", "fullName": "quant Small Cap Fund", "wins": 499, "samples": 1273, "rate": 39.2 }, { "name": "SBI Small Cap Fund", "fullName": "SBI Small Cap Fund", "wins": 442, "samples": 1273, "rate": 34.72 }, { "name": "Nippon India Small Cap Fund", "fullName": "Nippon India Small Cap Fund", "wins": 332, "samples": 1273, "rate": 26.08 }, { "name": "NIFTY SMLCAP 250", "fullName": "NIFTY SMLCAP 250", "wins": 0, "samples": 1273, "rate": 0 } ], "note": "First among this group on shared dates. This is not the probability of a future win, or a pairwise win rate against each fund." }, { "key": "10yr", "label": "10 years", "title": "Which fund finished first over 10 years?", "chartKey": "rate", "columns": [ { "key": "name", "label": "Investment" }, { "key": "wins", "label": "First-place periods", "format": "count" }, { "key": "samples", "label": "Compared periods", "format": "count" }, { "key": "rate", "label": "Share finishing first", "format": "percent" } ], "rows": [ { "name": "Nippon India Small Cap Fund", "fullName": "Nippon India Small Cap Fund", "wins": 512, "samples": 537, "rate": 95.34 }, { "name": "SBI Small Cap Fund", "fullName": "SBI Small Cap Fund", "wins": 25, "samples": 537, "rate": 4.66 }, { "name": "NIFTY SMLCAP 250", "fullName": "NIFTY SMLCAP 250", "wins": 0, "samples": 537, "rate": 0 }, { "name": "quant Small Cap Fund", "fullName": "quant Small Cap Fund", "wins": 0, "samples": 537, "rate": 0 } ], "note": "First among this group on shared dates. This is not the probability of a future win, or a pairwise win rate against each fund." } ] }, "nifty-returns": { "title": "The range behind the average", "sourceFiles": [ "public/data-stories/analysis/best-nifty-50-index-fund/custom-funds-lumpsum-rolling.json" ], "periods": [ { "key": "3yr", "label": "3 years", "title": "3-year average annualised lump-sum return", "chartKey": "average", "columns": [ { "key": "name", "label": "Fund" }, { "key": "average", "label": "Average CAGR", "format": "percent" }, { "key": "median", "label": "Median CAGR", "format": "percent" }, { "key": "worst", "label": "Lowest CAGR", "format": "percent" }, { "key": "best", "label": "Highest CAGR", "format": "percent" }, { "key": "samples", "label": "Periods", "format": "count" } ], "rows": [ { "name": "HDFC", "fullName": "HDFC Nifty 50 Index Fund - Growth Plan", "average": 12.95, "median": 13.15, "worst": -4.99, "best": 31.62, "samples": 2479 }, { "name": "Franklin India", "fullName": "Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND- Direct - Growth", "average": 12.76, "median": 12.98, "worst": -5.1, "best": 31.19, "samples": 2479 }, { "name": "Bandhan", "fullName": "BANDHAN Nifty 50 Index Fund-Direct Plan-Growth", "average": 13.24, "median": 13.44, "worst": -4.47, "best": 31.83, "samples": 2479 }, { "name": "Nippon India", "fullName": "Nippon India Index Fund - Nifty 50 Plan - Direct Plan Growth Plan - Growth Option", "average": 12.99, "median": 13.24, "worst": -4.84, "best": 31.79, "samples": 2479 }, { "name": "Aditya Birla", "fullName": "Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan", "average": 12.64, "median": 12.91, "worst": -5.12, "best": 31.25, "samples": 2478 }, { "name": "LIC", "fullName": "LIC MF Nifty 50 Index Fund-Direct Plan-Growth", "average": 12.71, "median": 12.95, "worst": -5.24, "best": 31.54, "samples": 2469 }, { "name": "UTI", "fullName": "UTI Nifty 50 Index Fund - Growth Option- Direct", "average": 13.17, "median": 13.36, "worst": -4.83, "best": 32.06, "samples": 2479 }, { "name": "Taurus", "fullName": "Taurus Nifty 50 Index Fund - Direct Plan - Growth", "average": 12.9, "median": 12.97, "worst": -4.63, "best": 31.48, "samples": 2483 }, { "name": "Tata", "fullName": "Tata Nifty 50 Index Fund -Direct Plan", "average": 13.01, "median": 13.25, "worst": -4.28, "best": 31.13, "samples": 2479 } ], "note": "Each fund uses its available rolling periods. The separate first-place test uses only dates shared by every fund. HDFC is the Growth Plan in the original dataset; plan types are not fully uniform." }, { "key": "5yr", "label": "5 years", "title": "5-year average annualised lump-sum return", "chartKey": "average", "columns": [ { "key": "name", "label": "Fund" }, { "key": "average", "label": "Average CAGR", "format": "percent" }, { "key": "median", "label": "Median CAGR", "format": "percent" }, { "key": "worst", "label": "Lowest CAGR", "format": "percent" }, { "key": "best", "label": "Highest CAGR", "format": "percent" }, { "key": "samples", "label": "Periods", "format": "count" } ], "rows": [ { "name": "HDFC", "fullName": "HDFC Nifty 50 Index Fund - Growth Plan", "average": 13.29, "median": 13.51, "worst": -1.43, "best": 26.21, "samples": 1986 }, { "name": "Franklin India", "fullName": "Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND- Direct - Growth", "average": 13.06, "median": 13.19, "worst": -1.55, "best": 26.01, "samples": 1986 }, { "name": "Bandhan", "fullName": "BANDHAN Nifty 50 Index Fund-Direct Plan-Growth", "average": 13.6, "median": 13.77, "worst": -1.13, "best": 26.44, "samples": 1986 }, { "name": "Nippon India", "fullName": "Nippon India Index Fund - Nifty 50 Plan - Direct Plan Growth Plan - Growth Option", "average": 13.34, "median": 13.46, "worst": -1.54, "best": 26.4, "samples": 1986 }, { "name": "Aditya Birla", "fullName": "Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan", "average": 12.96, "median": 13.03, "worst": -1.81, "best": 26.09, "samples": 1985 }, { "name": "LIC", "fullName": "LIC MF Nifty 50 Index Fund-Direct Plan-Growth", "average": 13.03, "median": 13.12, "worst": -1.8, "best": 26.21, "samples": 1976 }, { "name": "UTI", "fullName": "UTI Nifty 50 Index Fund - Growth Option- Direct", "average": 13.52, "median": 13.68, "worst": -1.32, "best": 26.56, "samples": 1986 }, { "name": "Taurus", "fullName": "Taurus Nifty 50 Index Fund - Direct Plan - Growth", "average": 13.33, "median": 13.57, "worst": -1.21, "best": 25.73, "samples": 1990 }, { "name": "Tata", "fullName": "Tata Nifty 50 Index Fund -Direct Plan", "average": 13.38, "median": 13.45, "worst": -1.01, "best": 25.97, "samples": 1986 } ], "note": "Each fund uses its available rolling periods. The separate first-place test uses only dates shared by every fund. HDFC is the Growth Plan in the original dataset; plan types are not fully uniform." }, { "key": "7yr", "label": "7 years", "title": "7-year average annualised lump-sum return", "chartKey": "average", "columns": [ { "key": "name", "label": "Fund" }, { "key": "average", "label": "Average CAGR", "format": "percent" }, { "key": "median", "label": "Median CAGR", "format": "percent" }, { "key": "worst", "label": "Lowest CAGR", "format": "percent" }, { "key": "best", "label": "Highest CAGR", "format": "percent" }, { "key": "samples", "label": "Periods", "format": "count" } ], "rows": [ { "name": "HDFC", "fullName": "HDFC Nifty 50 Index Fund - Growth Plan", "average": 12.69, "median": 13.05, "worst": 5.26, "best": 16.12, "samples": 1494 }, { "name": "Franklin India", "fullName": "Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND- Direct - Growth", "average": 12.47, "median": 12.82, "worst": 5.07, "best": 15.87, "samples": 1494 }, { "name": "Bandhan", "fullName": "BANDHAN Nifty 50 Index Fund-Direct Plan-Growth", "average": 13.02, "median": 13.4, "worst": 5.53, "best": 16.5, "samples": 1494 }, { "name": "Nippon India", "fullName": "Nippon India Index Fund - Nifty 50 Plan - Direct Plan Growth Plan - Growth Option", "average": 12.75, "median": 13.13, "worst": 5.2, "best": 16.28, "samples": 1494 }, { "name": "Aditya Birla", "fullName": "Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan", "average": 12.38, "median": 12.77, "worst": 4.76, "best": 15.89, "samples": 1494 }, { "name": "LIC", "fullName": "LIC MF Nifty 50 Index Fund-Direct Plan-Growth", "average": 12.44, "median": 12.82, "worst": 4.86, "best": 15.93, "samples": 1484 }, { "name": "UTI", "fullName": "UTI Nifty 50 Index Fund - Growth Option- Direct", "average": 12.93, "median": 13.32, "worst": 5.31, "best": 16.39, "samples": 1494 }, { "name": "Taurus", "fullName": "Taurus Nifty 50 Index Fund - Direct Plan - Growth", "average": 12.73, "median": 13.11, "worst": 5.34, "best": 16.19, "samples": 1496 }, { "name": "Tata", "fullName": "Tata Nifty 50 Index Fund -Direct Plan", "average": 12.8, "median": 13.21, "worst": 5.36, "best": 16.31, "samples": 1494 } ], "note": "Each fund uses its available rolling periods. The separate first-place test uses only dates shared by every fund. HDFC is the Growth Plan in the original dataset; plan types are not fully uniform." }, { "key": "10yr", "label": "10 years", "title": "10-year average annualised lump-sum return", "chartKey": "average", "columns": [ { "key": "name", "label": "Fund" }, { "key": "average", "label": "Average CAGR", "format": "percent" }, { "key": "median", "label": "Median CAGR", "format": "percent" }, { "key": "worst", "label": "Lowest CAGR", "format": "percent" }, { "key": "best", "label": "Highest CAGR", "format": "percent" }, { "key": "samples", "label": "Periods", "format": "count" } ], "rows": [ { "name": "HDFC", "fullName": "HDFC Nifty 50 Index Fund - Growth Plan", "average": 12.89, "median": 12.91, "worst": 10.25, "best": 14.66, "samples": 754 }, { "name": "Franklin India", "fullName": "Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND- Direct - Growth", "average": 12.69, "median": 12.71, "worst": 10.1, "best": 14.4, "samples": 754 }, { "name": "Bandhan", "fullName": "BANDHAN Nifty 50 Index Fund-Direct Plan-Growth", "average": 13.18, "median": 13.2, "worst": 10.52, "best": 14.95, "samples": 754 }, { "name": "Nippon India", "fullName": "Nippon India Index Fund - Nifty 50 Plan - Direct Plan Growth Plan - Growth Option", "average": 12.93, "median": 12.95, "worst": 10.28, "best": 14.67, "samples": 754 }, { "name": "Aditya Birla", "fullName": "Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan", "average": 12.57, "median": 12.6, "worst": 10.01, "best": 14.23, "samples": 754 }, { "name": "LIC", "fullName": "LIC MF Nifty 50 Index Fund-Direct Plan-Growth", "average": 12.63, "median": 12.65, "worst": 10.04, "best": 14.35, "samples": 744 }, { "name": "UTI", "fullName": "UTI Nifty 50 Index Fund - Growth Option- Direct", "average": 13.11, "median": 13.14, "worst": 10.48, "best": 14.86, "samples": 754 }, { "name": "Taurus", "fullName": "Taurus Nifty 50 Index Fund - Direct Plan - Growth", "average": 12.85, "median": 12.86, "worst": 10.18, "best": 14.67, "samples": 756 }, { "name": "Tata", "fullName": "Tata Nifty 50 Index Fund -Direct Plan", "average": 12.95, "median": 12.98, "worst": 10.37, "best": 14.66, "samples": 754 } ], "note": "Each fund uses its available rolling periods. The separate first-place test uses only dates shared by every fund. HDFC is the Growth Plan in the original dataset; plan types are not fully uniform." } ] }, "nifty-losses": { "title": "How often did a three-year investment lose money?", "sourceFiles": [ "public/data-stories/analysis/best-nifty-50-index-fund/custom-funds-lumpsum-rolling.json" ], "periods": [ { "key": "3yr", "label": "3 years", "title": "Three-year periods that ended in a loss", "chartKey": "lossRate", "columns": [ { "key": "name", "label": "Fund" }, { "key": "losses", "label": "Loss periods", "format": "count" }, { "key": "samples", "label": "Tested periods", "format": "count" }, { "key": "lossRate", "label": "Loss frequency", "format": "percent" } ], "rows": [ { "name": "HDFC", "losses": 25, "samples": 2479, "lossRate": 1.01 }, { "name": "Franklin India", "losses": 32, "samples": 2479, "lossRate": 1.29 }, { "name": "Bandhan", "losses": 20, "samples": 2479, "lossRate": 0.81 }, { "name": "Nippon India", "losses": 24, "samples": 2479, "lossRate": 0.97 }, { "name": "Aditya Birla", "losses": 31, "samples": 2478, "lossRate": 1.25 }, { "name": "LIC", "losses": 32, "samples": 2469, "lossRate": 1.3 }, { "name": "UTI", "losses": 24, "samples": 2479, "lossRate": 0.97 }, { "name": "Taurus", "losses": 21, "samples": 2483, "lossRate": 0.85 }, { "name": "Tata", "losses": 24, "samples": 2479, "lossRate": 0.97 } ] } ] }, "nifty-distribution": { "title": "Three-year return distribution", "sourceFiles": [ "public/data-stories/analysis/best-nifty-50-index-fund/custom-funds-lumpsum-rolling.json" ], "periods": [ { "key": "3yr", "label": "3 years", "title": "Share of periods in each annualised return range", "chartKey": "negative", "columns": [ { "key": "name", "label": "Fund" }, { "key": "negative", "label": "Below 0.00%", "format": "percent" }, { "key": "low", "label": "0.00% to <8.00%", "format": "percent" }, { "key": "mid", "label": "8.00% to <12.00%", "format": "percent" }, { "key": "high", "label": "12.00% to <20.00%", "format": "percent" }, { "key": "extra", "label": "20.00% and above", "format": "percent" } ], "rows": [ { "name": "HDFC", "negative": 1.01, "low": 9.76, "mid": 28.56, "high": 54.01, "extra": 6.66 }, { "name": "Franklin India", "negative": 1.29, "low": 10.77, "mid": 28.68, "high": 52.8, "extra": 6.45 }, { "name": "Bandhan", "negative": 0.81, "low": 9.8, "mid": 26.54, "high": 55.91, "extra": 6.94 }, { "name": "Nippon India", "negative": 0.97, "low": 10.57, "mid": 27.75, "high": 53.93, "extra": 6.78 }, { "name": "Aditya Birla", "negative": 1.25, "low": 12.75, "mid": 28.21, "high": 51.17, "extra": 6.62 }, { "name": "LIC", "negative": 1.3, "low": 11.66, "mid": 28.35, "high": 52.09, "extra": 6.6 }, { "name": "UTI", "negative": 0.97, "low": 9.4, "mid": 27.43, "high": 55.39, "extra": 6.82 }, { "name": "Taurus", "negative": 0.85, "low": 10.79, "mid": 28.88, "high": 52.84, "extra": 6.65 }, { "name": "Tata", "negative": 0.97, "low": 10.65, "mid": 27.51, "high": 54.09, "extra": 6.78 } ] } ] }, "sip-risk": { "title": "What changed when the SIP ran longer?", "sourceFiles": [ "public/data-stories/analysis/can-sip-lose-money/index-sip-rolling.json" ], "periods": [ { "key": "3yr", "label": "3 years", "title": "Lowest annualised SIP return over 3 years", "chartKey": "worst", "columns": [ { "key": "name", "label": "Index" }, { "key": "average", "label": "Average XIRR", "format": "percent" }, { "key": "worst", "label": "Lowest XIRR", "format": "percent" }, { "key": "losses", "label": "Loss periods", "format": "count" }, { "key": "samples", "label": "Tested periods", "format": "count" }, { "key": "lossRate", "label": "Loss frequency", "format": "percent" } ], "rows": [ { "name": "NIFTY 50", "average": 12.5, "worst": -24.65, "losses": 263, "samples": 4424, "lossRate": 5.94 }, { "name": "NIFTY NEXT 50", "average": 15.54, "worst": -36.3, "losses": 442, "samples": 4424, "lossRate": 9.99 }, { "name": "NIFTY LARGEMID250", "average": 15.03, "worst": -30.99, "losses": 370, "samples": 4424, "lossRate": 8.36 }, { "name": "NIFTY MIDCAP 150", "average": 17.29, "worst": -36.36, "losses": 514, "samples": 4424, "lossRate": 11.62 }, { "name": "NIFTY SMLCAP 250", "average": 15.58, "worst": -39.44, "losses": 976, "samples": 4424, "lossRate": 22.06 } ], "note": "₹10,000 monthly SIP. Annualised XIRR, not total profit or loss. Index total-return series from April 2005; overlapping rolling periods are not independent investors." }, { "key": "5yr", "label": "5 years", "title": "Lowest annualised SIP return over 5 years", "chartKey": "worst", "columns": [ { "key": "name", "label": "Index" }, { "key": "average", "label": "Average XIRR", "format": "percent" }, { "key": "worst", "label": "Lowest XIRR", "format": "percent" }, { "key": "losses", "label": "Loss periods", "format": "count" }, { "key": "samples", "label": "Tested periods", "format": "count" }, { "key": "lossRate", "label": "Loss frequency", "format": "percent" } ], "rows": [ { "name": "NIFTY 50", "average": 12.8, "worst": -7.38, "losses": 33, "samples": 3928, "lossRate": 0.84 }, { "name": "NIFTY NEXT 50", "average": 15.82, "worst": -9.01, "losses": 46, "samples": 3928, "lossRate": 1.17 }, { "name": "NIFTY LARGEMID250", "average": 15.41, "worst": -8.34, "losses": 51, "samples": 3928, "lossRate": 1.3 }, { "name": "NIFTY MIDCAP 150", "average": 17.72, "worst": -9.24, "losses": 59, "samples": 3928, "lossRate": 1.5 }, { "name": "NIFTY SMLCAP 250", "average": 15.53, "worst": -19.38, "losses": 304, "samples": 3928, "lossRate": 7.74 } ], "note": "₹10,000 monthly SIP. Annualised XIRR, not total profit or loss. Index total-return series from April 2005; overlapping rolling periods are not independent investors." }, { "key": "7yr", "label": "7 years", "title": "Lowest annualised SIP return over 7 years", "chartKey": "worst", "columns": [ { "key": "name", "label": "Index" }, { "key": "average", "label": "Average XIRR", "format": "percent" }, { "key": "worst", "label": "Lowest XIRR", "format": "percent" }, { "key": "losses", "label": "Loss periods", "format": "count" }, { "key": "samples", "label": "Tested periods", "format": "count" }, { "key": "lossRate", "label": "Loss frequency", "format": "percent" } ], "rows": [ { "name": "NIFTY 50", "average": 12.54, "worst": -1.75, "losses": 4, "samples": 3434, "lossRate": 0.12 }, { "name": "NIFTY NEXT 50", "average": 15.17, "worst": -0.4, "losses": 2, "samples": 3434, "lossRate": 0.06 }, { "name": "NIFTY LARGEMID250", "average": 15.02, "worst": -0.52, "losses": 2, "samples": 3434, "lossRate": 0.06 }, { "name": "NIFTY MIDCAP 150", "average": 17.12, "worst": 0.35, "losses": 0, "samples": 3434, "lossRate": 0 }, { "name": "NIFTY SMLCAP 250", "average": 14.59, "worst": -7.65, "losses": 117, "samples": 3434, "lossRate": 3.41 } ], "note": "₹10,000 monthly SIP. Annualised XIRR, not total profit or loss. Index total-return series from April 2005; overlapping rolling periods are not independent investors." }, { "key": "10yr", "label": "10 years", "title": "Lowest annualised SIP return over 10 years", "chartKey": "worst", "columns": [ { "key": "name", "label": "Index" }, { "key": "average", "label": "Average XIRR", "format": "percent" }, { "key": "worst", "label": "Lowest XIRR", "format": "percent" }, { "key": "losses", "label": "Loss periods", "format": "count" }, { "key": "samples", "label": "Tested periods", "format": "count" }, { "key": "lossRate", "label": "Loss frequency", "format": "percent" } ], "rows": [ { "name": "NIFTY 50", "average": 12.58, "worst": 2.4, "losses": 0, "samples": 2691, "lossRate": 0 }, { "name": "NIFTY NEXT 50", "average": 15.4, "worst": 4.65, "losses": 0, "samples": 2691, "lossRate": 0 }, { "name": "NIFTY LARGEMID250", "average": 15.3, "worst": 4, "losses": 0, "samples": 2691, "lossRate": 0 }, { "name": "NIFTY MIDCAP 150", "average": 17.52, "worst": 5.06, "losses": 0, "samples": 2691, "lossRate": 0 }, { "name": "NIFTY SMLCAP 250", "average": 14.87, "worst": -1.38, "losses": 10, "samples": 2691, "lossRate": 0.37 } ], "note": "₹10,000 monthly SIP. Annualised XIRR, not total profit or loss. Index total-return series from April 2005; overlapping rolling periods are not independent investors." }, { "key": "15yr", "label": "15 years", "title": "Lowest annualised SIP return over 15 years", "chartKey": "worst", "columns": [ { "key": "name", "label": "Index" }, { "key": "average", "label": "Average XIRR", "format": "percent" }, { "key": "worst", "label": "Lowest XIRR", "format": "percent" }, { "key": "losses", "label": "Loss periods", "format": "count" }, { "key": "samples", "label": "Tested periods", "format": "count" }, { "key": "lossRate", "label": "Loss frequency", "format": "percent" } ], "rows": [ { "name": "NIFTY 50", "average": 12.77, "worst": 6.59, "losses": 0, "samples": 1452, "lossRate": 0 }, { "name": "NIFTY NEXT 50", "average": 14.87, "worst": 9.5, "losses": 0, "samples": 1452, "lossRate": 0 }, { "name": "NIFTY LARGEMID250", "average": 15.23, "worst": 7.79, "losses": 0, "samples": 1452, "lossRate": 0 }, { "name": "NIFTY MIDCAP 150", "average": 17.3, "worst": 8.52, "losses": 0, "samples": 1452, "lossRate": 0 }, { "name": "NIFTY SMLCAP 250", "average": 14.55, "worst": 3.63, "losses": 0, "samples": 1452, "lossRate": 0 } ], "note": "₹10,000 monthly SIP. Annualised XIRR, not total profit or loss. Index total-return series from April 2005; overlapping rolling periods are not independent investors." } ] }, "terminal-results": { "title": "The saved Indicator backtest", "sourceFiles": [ "public/data-stories/analysis/nifty-50-sip-vs-valuation-strategy/dynamic_strategy_sip_rolling_v3.json", "public/data-stories/analysis/nifty-50-sip-vs-valuation-strategy/nifty_50_sip_rolling.json" ], "periods": [ { "key": "3Y", "label": "3 years", "title": "3-year outcomes in the saved backtests", "chartKey": "average", "columns": [ { "key": "name", "label": "Strategy" }, { "key": "average", "label": "Average XIRR", "format": "percent" }, { "key": "median", "label": "Median XIRR", "format": "percent" }, { "key": "worst", "label": "Lowest XIRR", "format": "percent" }, { "key": "losses", "label": "Loss periods", "format": "count" }, { "key": "samples", "label": "Tested periods", "format": "count" }, { "key": "amount", "label": "Average final value", "format": "currency" } ], "rows": [ { "name": "Indicator rule", "average": 19.041925462114204, "median": 14.815192693012088, "worst": -13.130291509442804, "losses": 132, "samples": 5881, "amount": 480719.42419644556 }, { "name": "NIFTY 50 SIP", "average": 16.534138051110382, "median": 14.682563452556476, "worst": -21.599418199577105, "losses": 489, "samples": 5888, "amount": 464764.70464307995 } ], "note": "Separate sample summaries, not a matched-date contest: the two exports contain different numbers of periods. The model assumes 6.50% annual growth for arbitrage and excludes investor taxes and transaction costs." }, { "key": "5Y", "label": "5 years", "title": "5-year outcomes in the saved backtests", "chartKey": "average", "columns": [ { "key": "name", "label": "Strategy" }, { "key": "average", "label": "Average XIRR", "format": "percent" }, { "key": "median", "label": "Median XIRR", "format": "percent" }, { "key": "worst", "label": "Lowest XIRR", "format": "percent" }, { "key": "losses", "label": "Loss periods", "format": "count" }, { "key": "samples", "label": "Tested periods", "format": "count" }, { "key": "amount", "label": "Average final value", "format": "currency" } ], "rows": [ { "name": "Indicator rule", "average": 17.863981780320714, "median": 14.158142602987295, "worst": 0.8576624511273263, "losses": 0, "samples": 5385, "amount": 959103.0806494409 }, { "name": "NIFTY 50 SIP", "average": 16.402421580081644, "median": 14.45833502804648, "worst": -7.331240641596261, "losses": 49, "samples": 5406, "amount": 926738.7510863299 } ], "note": "Separate sample summaries, not a matched-date contest: the two exports contain different numbers of periods. The model assumes 6.50% annual growth for arbitrage and excludes investor taxes and transaction costs." }, { "key": "7Y", "label": "7 years", "title": "7-year outcomes in the saved backtests", "chartKey": "average", "columns": [ { "key": "name", "label": "Strategy" }, { "key": "average", "label": "Average XIRR", "format": "percent" }, { "key": "median", "label": "Median XIRR", "format": "percent" }, { "key": "worst", "label": "Lowest XIRR", "format": "percent" }, { "key": "losses", "label": "Loss periods", "format": "count" }, { "key": "samples", "label": "Tested periods", "format": "count" }, { "key": "amount", "label": "Average final value", "format": "currency" } ], "rows": [ { "name": "Indicator rule", "average": 16.58286695616707, "median": 14.642620023843708, "worst": 3.5408169709464756, "losses": 0, "samples": 4890, "amount": 1569829.3511671857 }, { "name": "NIFTY 50 SIP", "average": 15.492673111161563, "median": 14.124909033118138, "worst": -1.032063956017661, "losses": 3, "samples": 4911, "amount": 1505533.1952208953 } ], "note": "Separate sample summaries, not a matched-date contest: the two exports contain different numbers of periods. The model assumes 6.50% annual growth for arbitrage and excludes investor taxes and transaction costs." }, { "key": "10Y", "label": "10 years", "title": "10-year outcomes in the saved backtests", "chartKey": "average", "columns": [ { "key": "name", "label": "Strategy" }, { "key": "average", "label": "Average XIRR", "format": "percent" }, { "key": "median", "label": "Median XIRR", "format": "percent" }, { "key": "worst", "label": "Lowest XIRR", "format": "percent" }, { "key": "losses", "label": "Loss periods", "format": "count" }, { "key": "samples", "label": "Tested periods", "format": "count" }, { "key": "amount", "label": "Average final value", "format": "currency" } ], "rows": [ { "name": "Indicator rule", "average": 14.74578124545834, "median": 14.294168340111376, "worst": 5.177046413493951, "losses": 0, "samples": 4147, "amount": 2655338.012074381 }, { "name": "NIFTY 50 SIP", "average": 14.080406934353178, "median": 13.802740598487823, "worst": 2.8876057303177762, "losses": 0, "samples": 4169, "amount": 2547281.1160995867 } ], "note": "Separate sample summaries, not a matched-date contest: the two exports contain different numbers of periods. The model assumes 6.50% annual growth for arbitrage and excludes investor taxes and transaction costs." } ] } } }