Mutual Fund Category Monitor

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Mutual Fund Category Monitor
Category Name 1-Week Ret(%) 1-Mth Ret(%) 3-Mths Ret(%) 6-Mths Ret(%) YTD Ret(%) 1-Yr Ret(%) 3-Yrs Ret(%) 5-Yrs Ret(%) 10-Yrs Ret(%) Since Launch Ret(%)
Fund of Funds-Domestic-Gold and Silver 2.22 10.53 14.03 26.71 43.56 48.3 - - - 20.94
Fund of Funds-Domestic-Gold 1.31 9.29 9.26 24.58 41.42 46.92 27.94 14.56 13.82 17.1
Fund of Funds-Domestic-Silver 2.38 10.81 18.2 28.8 45.99 45.47 29.03 - - 27.05
Fund of Funds-Overseas 1.84 4.5 12.82 21.39 21.64 27.06 20.15 12.59 10.46 11.9
Equity: Thematic-International 1.13 2.93 8.7 14.03 15.61 17.11 15.19 10.96 11.14 10.54
Debt: Credit Risk 0.2 0.52 1.52 5.43 8.24 10.47 8.5 9.25 6.49 6.77
Debt: Medium Duration 0.17 0.33 1.22 4.44 6.08 8.25 7.44 6.82 6.73 7.09
Debt: Corporate Bond 0.13 0.27 1.06 4.55 5.85 8.06 7.37 6.04 7.11 7.1
Debt: Short Duration 0.12 0.29 1.11 4.37 5.75 7.93 7.27 6.09 6.76 6.98
Debt: Floater 0.1 0.29 1.21 4.28 5.69 7.91 7.61 6.29 7.11 6.88
Debt: Banking and PSU 0.14 0.25 0.96 4.35 5.6 7.74 7.15 5.93 7.15 7.02
Debt: Gilt Fund with 10 year constant duration 0.03 0.16 0.33 4.09 5.75 7.63 7.85 5.67 7.92 7.64
Debt: Low Duration 0.12 0.4 1.42 4.06 5.38 7.58 7.05 5.86 6.53 6.55
Debt: Money Market 0.13 0.44 1.47 3.97 5.35 7.56 7.16 5.78 6.51 6.51
Debt: Ultra Short Duration 0.13 0.43 1.43 3.67 4.95 7.12 6.83 5.6 6.26 6.34
Debt: Liquid 0.1 0.47 1.41 3.26 4.66 6.8 6.9 5.52 6.07 6.41
ETFs 1.58 3.36 3.49 15.88 9.87 6.65 17.34 18.82 13.73 13.12
Hybrid: Multi Asset Allocation 1.1 2.79 3.31 12.9 9.48 6.59 16.23 17.95 12.91 12.77
Fund of Funds-Domestic-Debt 0.34 0.24 0.35 5.34 5.31 6.45 10.09 13.26 7.35 8.21
Hybrid: Arbitrage 0.06 0.29 1.19 2.91 4.33 6.3 6.76 5.41 5.67 5.56
Equity: Sectoral-Banking and Financial Services 1.74 0.72 0.2 16.69 9.37 6.11 14.6 20.92 13.49 14.03
Debt: Overnight 0.1 0.45 1.32 2.82 4.1 6.05 6.36 5.17 5.49 5.22
Debt: Medium to Long Duration 0.01 -0.05 0.04 3.09 4.41 5.96 6.81 5.47 6.29 7.61
Fund of Funds-Domestic-Hybrid 0.92 1.98 2.22 11.71 7.44 5.84 14.49 15.44 11.61 11.85
Debt: Dynamic Bond 0.02 0.04 0.11 3.05 4.31 5.84 6.94 5.76 6.82 6.89
Fund of Funds-Income Plus Arbitrage 0.09 0.31 1.1 4.16 4.39 5.7 8.87 8.24 8.01 4.31
Hybrid: Conservative 0.36 0.58 0.87 5.68 4.32 4.53 8.69 9.32 7.77 8.67
Debt: Gilt -0.14 -0.12 -0.53 1.79 3.07 4.4 6.73 5.27 7.08 6.91
Hybrid: Equity Savings 0.48 0.97 1.81 7.11 4.37 4.38 9.64 10.36 8.09 7.63
Debt: Long Duration -0.09 -0.15 -0.72 1.24 2.44 3.66 6.95 5.01 6.81 6.49
Hybrid: Balanced 0.9 1.52 2.19 9.46 3.88 2.87 - - - 13.9
Equity: Thematic-Transportation -0.85 8.48 14.26 30.8 15.62 2.76 21.97 26.35 12.86 20.55
Fund of Funds-Domestic-Equity 1.68 3.51 3.0 16.59 6.13 1.99 16.43 20.23 14.62 10.58
Retirement Fund 0.81 1.33 1.27 10.87 3.54 1.22 11.82 13.1 10.1 11.65
Hybrid: Dynamic Asset Allocation 0.84 1.32 1.55 9.46 3.42 0.8 11.3 12.38 9.92 10.18
Index Fund 1.19 1.8 1.09 12.13 3.61 0.41 13.65 18.63 12.77 8.8
Hybrid: Aggressive 1.06 1.72 1.85 12.65 3.65 0.17 13.89 17.32 12.12 13.03
Equity: Thematic-Multi-Sector 1.2 1.24 -2.28 1.74 -23.68 - - - - -23.17
Equity: Thematic-Innovation 0.97 3.67 5.72 21.96 2.07 -0.18 18.23 23.58 - 15.65
Equity: Sectoral-Pharma and Healthcare 1.04 0.35 2.55 12.89 -1.64 -0.51 23.77 18.32 12.35 16.01
Childrens Fund 1.15 2.19 2.17 13.61 2.78 -0.68 13.21 15.35 11.87 13.14
Equity: Large Cap 1.23 1.82 1.94 13.49 4.22 -1.88 13.94 18.07 12.71 13.45
Equity: Multi Cap 1.34 2.73 2.5 17.33 1.77 -2.0 17.99 23.48 15.31 15.24
Equity: Thematic-Manufacturing 1.35 5.2 4.67 20.41 3.57 -2.07 21.09 24.5 15.09 11.71
Equity: Large and Mid Cap 1.41 2.39 2.02 17.06 2.4 -2.08 17.15 22.05 14.9 14.24
Equity: Mid Cap 1.41 2.77 2.66 20.41 1.2 -2.28 19.7 25.01 16.34 18.27
Equity: Flexi Cap 1.35 2.62 2.61 16.2 2.01 -2.51 15.38 20.05 14.24 14.66
Equity: Focused 1.47 2.38 2.13 15.47 2.93 -2.73 15.14 19.39 13.89 15.07
Equity: ELSS 1.41 2.19 1.77 15.16 1.64 -3.07 15.78 20.16 14.16 14.77
Equity: Thematic-Energy 1.63 1.98 1.07 13.74 5.68 -3.08 17.45 23.58 18.57 8.06
Equity: Contra 1.1 1.93 2.0 14.72 2.26 -3.12 19.47 24.91 16.38 15.44
Equity: Thematic-Business-Cycle 1.24 2.42 2.49 16.93 0.8 -3.15 17.46 24.01 13.96 12.62
Equity: Thematic-Others 1.44 2.56 1.95 16.0 2.94 -3.38 16.84 22.93 14.14 12.19
Equity: Thematic-Special-Opportunities 1.39 3.03 3.44 19.77 0.56 -3.91 17.33 - - 5.77
Equity: Value 1.6 2.28 1.32 14.1 1.29 -4.58 18.37 23.03 14.73 15.24
Equity: Thematic-Consumption -0.15 4.47 6.59 17.96 3.36 -4.65 15.7 20.7 15.25 13.8
Equity: Small Cap 1.55 3.42 1.97 20.62 -2.02 -4.89 19.01 27.42 17.6 17.41
Equity: Thematic-ESG 1.31 2.65 1.28 13.84 2.39 -4.97 13.63 16.5 12.79 14.69
Equity: Dividend Yield 1.5 2.32 1.14 12.84 2.0 -5.18 18.55 22.92 14.78 14.34
Equity: Thematic-MNC 1.2 4.91 4.07 16.65 1.85 -5.52 11.22 15.22 9.99 13.01
Equity: Sectoral-Infrastructure 1.88 2.42 1.56 17.96 -0.14 -6.39 22.28 29.83 15.99 12.75
Equity: Thematic-Quantitative 1.63 2.61 1.39 14.13 1.15 -6.51 16.52 18.35 14.48 10.08
Equity: Thematic-PSU 2.57 1.23 -1.8 13.5 2.31 -8.01 27.17 29.55 15.39 13.8
Equity: Sectoral-Technology 2.41 3.24 -0.14 13.59 -6.47 -8.28 16.0 21.29 16.88 10.96
Equity: Thematic-Active-Momentum 0.92 1.71 1.06 9.01 -13.7 -10.25 - - - 5.78
Equity: Sectoral-FMCG 0.02 3.56 2.71 10.26 2.75 -10.8 8.92 15.23 12.35 15.83