Scheme performance vs benchmark report for mutual funds

Tue, 12 May 2026 00:00:00 +0000

A scheme performance vs benchmark report is the standardised comparative return disclosure that SEBI requires every mutual fund scheme to publish, showing the scheme’s point-to-point and CAGR (Compounded Annual Growth Rate) returns alongside the returns of its primary benchmark and an additional benchmark over specified standard periods. This disclosure is embedded in the scheme factsheet , the scheme annual report , and the performance tables on AMFI’s website, enabling investors to assess whether the scheme has added value over passive investing in the benchmark.

Scheme Performance on WebNotes

Scheme performance vs benchmark report for mutual funds