World Investor Week Nov 22-28, 2021

Message from Chairman, SEBI

List of benchmark indices intended to used by AMCs as 1st tier benchmarks


Please click here to download the file.

Sr.No.CategoryFund CategoryTier 1 Benchmark - NSES&P BSE IndexCrisil Indices
1DebtOvernight FundNIFTY 1D Rate IndexCRISIL Overnight Index
2DebtLiquid FundNIFTY Liquid IndexS&P BSE Liquid Rate TRICRISIL Liquid Fund  Index
3DebtUltra Short Duration FundNIFTY Ultra Short Duration Debt IndexCRISIL Ultra Short Term Debt Index
4DebtLow Duration FundNIFTY Low Duration Debt IndexCRISIL Low Duration Debt Index
5DebtMoney Market FundNIFTY Money Market IndexCRISIL Money Market Index
6DebtShort Duration FundNIFTY Short Duration Debt IndexCRISIL Short Term Bond Fund Index
7DebtMedium Duration FundNIFTY Medium Duration Debt IndexCRISIL Medium Term Debt  Index
8DebtMedium to Long Duration FundNIFTY Medium to Long Duration Debt IndexCRISIL Composite Bond Fund Index
9DebtLong Duration FundNIFTY Long Duration Debt IndexCRISIL Long Term Debt Index
10DebtDynamic Bond FundNIFTY Composite Debt IndexCRISIL Composite Bond Fund Index
11DebtCorporate Bond FundNIFTY Corporate Bond IndexCRISIL Corporate Bond Composite Index
12DebtCredit Risk FundNIFTY Credit Risk Bond IndexCRISIL Short Term Credit Risk Index
13DebtBanking and PSU FundNIFTY Banking and PSU Debt IndexCRISIL Banking and PSU Debt Index
14DebtGilt FundNIFTY All Duration G-Sec IndexCRISIL Dynamic Gilt Index
15DebtGilt Fund with 10 year constant duration FundNIFTY 10 Yr Benchmark G-Sec indexS&P BSE10 Year Sovereign Bond IndexCRISIL 10 Year Gilt Index
16DebtFloater FundBased on maturityBased on maturity profile of the fund
0-.25 Mac D- CRISIL Liquid Fund Index
.25 - .5 Mac D- CRISIL Ultra short Term Debt Index
.5 - 1 Mac D- CRISIL low duration debt index
1-3 Mac D- CRISIL Short term bond fund index
3-4 Mac D- CRISIL Medium Term Debt Index
4-7 Mac D- CRISIL Medium to Long Term Debt Index
More than 7 Mac D- CRISIL Long Term Debt Index
17EquityMulti Cap FundNifty 500 Multicap 50:25:25S&P BSE 500 TRI
18EquityLarge Cap FundNIFTY 100S&P BSE 100 TRI
19EquityLarge & Mid Cap FundNIFTY Large Midcap 250S&P BSE 250 Large MidCap TRI
20EquityMid Cap FundNIFTY Midcap 150S&P BSE Midcap 150 TRI
21EquitySmall Cap FundNIFTY Smallcap 250S&P BSE 250 SmallCap TRI
22EquityELSSNIFTY 500S&P BSE 500 TRI
23EquityFlexi Cap FundNIFTY 500S&P BSE 500 TRI
24EquityDividend Yield FundNIFTY Dividend Opportunities 50S&P BSE Dividend Stability TRI
25EquityValue Fund/Contra FundNIFTY500 Value 50S&P BSE Enhanced Value TRI
26EquityFocused FundNIFTY 500S&P BSE 500 TRI
27HybridConservative Hybrid FundNIFTY 50 Hybrid Composite Debt 15:85 IndexCRISIL Hybrid 85+15 Conservative  Index
28HybridBalanced Hybrid FundNIFTY 50 Hybrid Composite debt 50:50 IndexCRISIL Hybrid 50+50 Moderate Index
29HybridAggressive Hybrid FundNIFTY 50 Hybrid Composite Debt 65:35 IndexCRISIL Hybrid 35+65 Aggressive  Index
30HybridDynamic Asset Allocation / Balanced Advantage FundNIFTY 50 Hybrid Composite debt 50:50 IndexCRISIL Hybrid 50+50 - Moderate Index
31HybridMulti Asset Allocation FundNANA
32HybridArbitrage FundNIFTY 50 ArbitrageCRISIL Arbitrage Index
33HybridEquity Savings FundNIFTY Equity SavingsCRISIL Equity Savings Index
34Solution OrientedRetirement FundAppropriate benchmark could be based on asset allocation of funds as different funds used varied asset allocation and there is no Regulatory defined asset allocation for this categoryS&P BSE 500 TRIAppropriate benchmark could be based on asset allocation of funds as different funds used varied asset allocation and there is no Regulatory defined asset allocation for this category (Options- CRISIL Hybrid 25+75 - Aggressive Index, CRISIL Hybrid 35+65 - Aggressive Index, CRISIL Hybrid 50+50 - Moderate Index, CRISIL Hybrid 65+35 - Conservative Index, CRISIL Hybrid 75+25 - Conservative Index, CRISIL Short Term Debt Hybrid 60+40 Fund Index, CRISIL Hybrid 85+15 - Conservative Index, CRISIL Short Term Debt Hybrid 75+25 Fund Index)
35Solution OrientedChildrens' FundAppropriate benchmark could be based on asset allocation of funds as different funds used varied asset allocation and there is no Regulatory defined asset allocation for this categoryS&P BSE 500 TRIAppropriate benchmark could be based on asset allocation of funds as different funds used varied asset allocation and there is no Regulatory defined asset allocation for this category (Options- CRISIL Hybrid 25+75 - Aggressive Index, CRISIL Hybrid 35+65 - Aggressive Index, CRISIL Hybrid 50+50 - Moderate Index, CRISIL Hybrid 65+35 - Conservative Index, CRISIL Hybrid 75+25 - Conservative Index, CRISIL Short Term Debt Hybrid 60+40 Fund Index, CRISIL Hybrid 85+15 - Conservative Index, CRISIL Short Term Debt Hybrid 75+25 Fund Index)
Sector Funds
36EquityAuto FundNIFTY AutoS&P BSE Auto
37EquityBank FundNIFTY BankS&P BSE Bankex Index TRI
38EquityConsumer Durable FundNIFTY Consumer DurableS&P BSE Consumer Durables
39EquityFinancial Services FundNIFTY Financial ServicesS&P BSE Finance TRI
40EquityFMCG FundNIFTY FMCGS&P BSE Fast Moving Consumer Goods
41EquityHealthcare FundNIFTY HealthcareS&P BSE Healthcare TRI
42EquityIT FundNIFTY ITS&P BSE Teck
43EquityMedia, Entertainment FundNIFTY Media
44EquityMetal FundNIFTY MetalS&P BSE Metal Index
45EquityOil & Gas FundNIFTY Oil & GasS&P BSE Oil & Gas Index
46EquityPharma FundNIFTY PharmaS&P BSE Healthcare TRI
47EquityPrivate Bank FundNIFTY Private BankS&P BSE Private Banks Index
48EquityPSU Bank FundNIFTY PSU Bank
49EquityRealty/ Real Estate FundNIFTY RealtyS&P BSE Realty
50EquityTelecomS&P BSE Telecom
Thematic Funds
51EquityCommodities FundNIFTY Commodities
52EquityConsupmption FundNIFTY India ConsumptionS&P BSE Consumer Discretionary Goods & Services
53EquityCPSE FundNIFTY CPSES&P BSE CPSE
54EquityEnergy FundNIFTY EnergyS&P BSE Energy
55EquityESG FundNifty100 ESG IndexS&P BSE 100 ESG Index
56EquityInfrastructure FundNIFTY InfrastructureS&P BSE India Infrastructure TRI
57EquityMNC FundNIFTY MNC
58EquityPSU Equity Fund Nifty PSES&P BSE PSU
59EquityServices Sector FundNIFTY Services Sector
60EquityShariah FundNIFTY500 ShariahS&P BSE 500 Shariah TRI
61EquityCommodities Equities Fund - Global Agri Plan S&P Global Agribusiness Index
62EquityManufacturing Fund S&P BSE India Manufacturing TRI
63EquityAsian Equity FundS&P Pan Asia BMI
64EquityJapan Equity FundS&P Japan 500