Each cell is a scheme's calendar-year return edge (in percentage points) versus its category average — green when it beat the category, red when it lagged. The 8Y avg column summarises the mean edge across the eight years shown, and the Streak column counts consecutive trailing years of outperformance. Sort by longest streak to find the steady hands, or by biggest average edge to find the strongest alpha — then open the dossier for the full picture.
Yearly edge vs category (pp)
Illustrative — anchored to real trailing edges · AMFI history wiring pending
Scheme
2019
2020
2021
2022
2023
2024
2025
2026
Avg 8Y
Streak
ICICI Prudential Liquid Fund
ICICI Prudential Mutual Fund · Liquid · avg +0.6pp
+3.5
+0
+3.2
+2.8
+1.4
+0.5
+2.9
+0.6
NaNpp
6y
SBI Magnum Gilt Fund
SBI Mutual Fund · Gilt · avg +0.9pp
-1.3
+1.2
-1.5
+2.5
+1.2
+1.4
+1.9
+0.4
NaNpp
5y
ICICI Prudential All Seasons Bond Fund
ICICI Prudential Mutual Fund · Dynamic Bond · avg +1.7pp
+4.4
+4.4
+2.4
-0.2
-0.3
+2.8
+1.2
+1.8
NaNpp
3y
Nippon India ETF Nifty 50 BeES
Nippon India Mutual Fund · ETF · avg -0.9pp
+1.9
-2.7
-1.8
-0.8
-3.8
+1.8
+0.4
+1.9
NaNpp
3y
HDFC Money Market Fund
HDFC Mutual Fund · Money Market · avg +0.5pp
-0.3
+0
+2.3
+0.1
+1.3
-1.2
+2
+0.4
NaNpp
2y
Kotak Equity Savings Fund
Kotak Mahindra Mutual Fund · Equity Savings · avg +2.1pp
+0.7
+1.2
+2
+0.1
+4.6
-0.4
-0.9
+1.1
NaNpp
1y
Kotak Equity Arbitrage Fund
Kotak Mahindra Mutual Fund · Arbitrage · avg +0.7pp
+0.2
-0.9
+2
+2.5
+1.6
+2.7
-1.1
+0.6
NaNpp
1y
SBI Bluechip Fund
SBI Mutual Fund · Large-Cap · avg +0.4pp
+1.2
+2.5
+2.4
-2.2
+2.8
-0.3
-0.7
+3.1
NaNpp
1y
HDFC Balanced Advantage Fund
HDFC Mutual Fund · Dynamic Asset Allocation · avg +3.3pp
+2.2
+5.9
+0.5
+6.2
+4.7
+4.2
+3.3
-0.7
NaNpp
—
ICICI Prudential Equity & Debt Fund
ICICI Prudential Mutual Fund · Aggressive Hybrid · avg +2.9pp
PPFAS Mutual Fund · ELSS (Tax Savings) · avg -0.6pp
-3.4
+1.5
+0.6
-0.2
-3.2
-0.2
+1.8
-1.7
NaNpp
—
Nippon India Multi Cap Fund
Nippon India Mutual Fund · Multi-Cap · avg -0.7pp
-0.4
-2.5
-2.6
-1
+1.1
+2.3
-0.1
-6.4
NaNpp
—
ICICI Prudential Value Discovery Fund
ICICI Prudential Mutual Fund · Value · avg -0.8pp
-2.3
-0.2
+0.1
+1.1
-2.8
+0.5
-2.8
-7.7
NaNpp
—
Nippon India ETF Gold BeES
Nippon India Mutual Fund · Gold ETF · avg -7.7pp
-7.4
-9.1
-6.1
-7.5
-7
-5.9
-8.9
-24.7
NaNpp
—
ICICI Prudential Multi-Asset Fund
ICICI Prudential Mutual Fund · Open Ended · no category series
—
—
—
—
—
—
—
—
—
—
UTI Nifty 50 Index Fund
UTI Mutual Fund · Index Fund · no category series
—
—
—
—
—
—
—
—
—
—
2026 cells are the real 1Y fund-vs-category gap from the dossiers; earlier years are seeded around each scheme's real average trailing edge until the AMFI monthly NAV history ingest replaces them with computed calendar-year figures. Index funds and schemes without published category averages show "—".
