Category-Wise Mutual Fund NAV Breakout Dashboard

How Should You Read This Category-Wise Breakout Dashboard?

This dashboard groups every tracked mutual fund by its category and shows what fraction of funds in that category are currently registering a 52-week or all-time NAV high or low. Looking at category-level trends alongside individual fund trends gives a fuller picture of whether a fund's move is part of a broader pattern or something specific to that fund.

What does it mean if most funds in a category are at 52-week highs?

When a large share of funds within a category are simultaneously at 52-week highs, it usually points to broad strength in that segment of the market rather than the skill of any individual fund manager. For example, if most Small Cap funds are at 52-week highs together, that likely reflects strength in small cap stocks generally, and most funds in that space are riding the same wave.

This does not make the move less real or less useful for investors, but it does mean that a single fund's outperformance should be judged relative to its category, not just in isolation. A fund matching its category's breakout rate is performing in line with peers, while a fund that breaks out when very few peers do may be doing something genuinely different.

How should I use category-wise breakout data alongside individual fund data?

Start by checking where a specific fund's category stands on this dashboard. If a fund is at a 52-week high and its category shows a high percentage of funds also at highs, the move is largely category-driven. If the category percentage is low but the specific fund is still at a high, that fund may be doing something differentiated worth a closer look using the individual fund tracker.

Why do some categories show a dash instead of a percentage for all-time figures?

All-time high and low percentages are calculated only among funds in that category with at least one year of NAV history, since newer funds do not yet have a meaningful all-time range to compare against. If a category currently has no funds meeting that one-year threshold, a dash is shown instead of a percentage for its all-time columns.

How often does this dashboard update?

This dashboard is rebuilt twice a day after AMFI publishes NAVs, typically mid-morning and early evening India Standard Time, alongside the 52-week and all-time high low fund trackers. The percentages reflect the most recent NAV refresh shown in the data date above.