Mutual Fund Category Monitor

See All Research Tools
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(%)
Equity: Thematic-PSU -0.36 -0.31 -5.16 11.97 32.72 63.13 32.1 27.7 15.62 22.45
Equity: Sectoral-Pharma and Healthcare -0.57 0.88 14.31 27.4 38.57 54.96 19.36 29.37 14.99 27.75
Equity: Sectoral-Infrastructure 0.03 -0.72 -0.24 18.63 35.49 54.16 28.0 29.1 17.65 13.82
Equity: Thematic-Manufacturing -1.0 -0.22 1.75 20.77 34.72 50.81 22.68 26.9 18.4 18.15
Equity: Mid Cap -0.57 -0.85 3.78 22.75 31.79 46.93 20.59 27.76 18.72 22.35
Equity: Thematic-Transportation -3.69 -3.56 -0.74 17.5 33.06 46.4 24.5 24.04 13.95 30.96
Equity: Contra -0.34 -1.26 3.06 19.42 28.71 46.08 21.34 26.28 17.58 16.36
Equity: Dividend Yield -0.58 -1.25 1.83 18.09 26.52 43.36 19.38 24.68 15.53 18.22
Equity: Small Cap 0.09 -0.3 5.82 23.22 29.91 42.79 21.93 32.53 19.97 24.33
Equity: Value -0.3 -1.72 1.49 17.7 25.82 42.6 19.13 23.64 16.8 18.65
Equity: Thematic-Energy -0.42 0.21 -0.28 11.26 24.52 42.14 15.43 25.03 18.49 12.03
Equity: Large and Mid Cap -0.58 -1.28 2.95 19.18 27.12 41.78 17.06 22.66 16.38 17.23
Equity: Thematic-Others -0.69 -1.17 2.61 18.41 27.44 41.32 17.08 24.31 15.83 21.13
Equity: Multi Cap -0.54 -1.14 3.78 19.77 27.31 41.15 18.72 24.26 16.84 25.11
Equity: Sectoral-Technology -0.77 -0.49 5.92 24.74 25.68 40.33 11.13 28.03 18.48 19.83
Equity: Thematic-Quantitative -1.03 -1.76 1.48 15.71 23.43 40.17 16.03 19.53 14.37 19.3
Equity: Thematic-Consumption -1.89 -3.05 5.6 21.65 27.39 38.8 18.5 21.17 16.63 19.87
Equity: Flexi Cap -0.62 -1.47 2.62 18.05 24.33 38.07 15.16 20.4 15.47 20.85
Equity: ELSS -0.52 -1.51 2.38 17.71 23.94 38.01 15.63 20.75 15.4 17.11
Equity: Focused -0.56 -1.72 3.19 17.82 24.21 37.82 14.76 19.64 14.95 18.75
Fund of Funds-Domestic-Equity -1.1 1.18 3.91 17.68 24.06 37.51 14.51 18.48 14.24 15.96
Equity: Thematic-ESG -0.92 -1.92 3.78 19.1 23.24 36.17 12.71 18.15 13.99 20.26
Equity: Large Cap -0.56 -2.01 0.83 14.72 20.1 33.53 12.82 17.71 13.57 15.56
ETFs -0.2 0.08 1.99 14.4 20.93 33.51 13.63 17.59 12.28 17.28
Hybrid: Aggressive -0.34 -1.05 2.33 14.54 20.19 30.39 13.16 17.51 12.92 14.01
Childrens Fund -0.35 -1.24 2.79 17.04 20.21 29.44 12.9 16.01 12.75 15.98
Fund of Funds-Overseas 0.28 3.67 4.05 12.41 15.26 28.3 5.77 10.6 7.63 9.61
Fund of Funds-Domestic-Gold 2.44 5.6 3.47 4.96 21.14 28.2 16.44 13.72 9.48 11.09
Equity: Thematic-MNC -1.1 -0.58 1.36 17.63 19.97 27.64 12.55 17.28 13.42 19.73
Hybrid: Multi Asset Allocation -0.09 -0.02 1.89 10.65 17.79 27.16 14.24 18.45 12.74 15.44
Fund of Funds-Domestic-Gold and Silver 2.34 5.58 1.98 6.73 21.97 26.82 - - - 23.55
Equity: Sectoral-Banking and Financial Services 0.97 -2.29 1.67 14.03 15.07 26.67 12.84 14.96 13.92 17.47
Index Fund -0.42 -0.69 1.86 11.96 16.7 26.6 13.19 18.52 12.94 15.28
Fund of Funds-Domestic-Silver 2.28 5.42 -0.05 9.28 23.68 26.32 - - - 16.14
Equity: Thematic-International 0.26 2.67 5.36 12.4 14.16 26.26 5.07 10.98 9.7 10.28
Fund of Funds-Domestic-Hybrid -0.08 -0.17 2.44 11.28 16.29 24.92 12.61 14.38 12.08 13.37
Retirement Fund -0.21 -0.68 2.45 11.83 16.12 24.55 11.2 13.07 10.79 13.49
Hybrid: Balanced -0.2 -0.28 2.79 12.73 16.79 23.8 - - - 24.02
Hybrid: Dynamic Asset Allocation -0.4 -0.94 1.52 10.11 14.8 23.49 11.26 13.33 10.51 12.7
Hybrid: Equity Savings -0.11 -0.06 2.01 7.64 10.89 15.63 8.5 10.07 8.57 8.58
Equity: Sectoral-FMCG -1.68 -5.26 -0.85 15.91 8.55 14.38 13.91 15.15 14.12 16.65
Hybrid: Conservative -0.02 0.08 2.11 7.09 9.88 13.97 8.35 9.27 8.18 8.81
Fund of Funds-Domestic-Debt 0.16 0.67 2.45 5.94 9.11 12.72 9.13 11.43 7.85 8.03
Debt: Long Duration -0.09 0.37 2.69 6.48 9.67 12.33 5.95 6.22 7.42 8.56
Debt: Gilt Fund with 10 year constant duration -0.04 0.33 2.7 5.63 7.83 10.6 5.63 6.37 8.2 7.65
Debt: Gilt -0.06 0.32 2.56 5.65 8.0 10.41 5.93 6.37 7.87 7.63
Debt: Dynamic Bond -0.03 0.43 2.5 5.33 7.64 9.74 5.91 6.26 7.33 6.92
Debt: Medium to Long Duration -0.01 0.43 2.42 5.09 7.22 9.44 5.63 5.98 6.71 7.12
Debt: Credit Risk 0.3 0.74 2.29 4.34 6.69 8.92 8.9 6.56 6.54 6.53
Debt: Medium Duration 0.21 0.71 2.41 4.64 6.83 8.69 6.03 6.0 6.94 6.84
Debt: Floater 0.1 0.75 2.25 4.38 6.81 8.34 6.19 6.43 7.17 6.72
Debt: Corporate Bond 0.07 0.74 2.32 4.46 6.7 8.29 5.7 6.43 7.2 7.0
Debt: Banking and PSU 0.08 0.74 2.22 4.31 6.57 8.14 5.72 6.38 7.23 6.92
Debt: Short Duration 0.08 0.66 2.17 4.22 6.36 8.04 5.83 6.23 6.84 6.85
Debt: Low Duration 0.11 0.7 1.88 3.65 5.99 7.36 5.81 5.98 6.59 6.96
Debt: Money Market 0.12 0.65 1.78 3.52 5.95 7.35 6.03 5.6 6.59 6.48
Debt: Liquid 0.12 0.58 1.76 3.51 5.85 7.3 6.05 5.12 6.22 6.52
Hybrid: Arbitrage 0.03 0.4 1.55 3.29 5.89 7.21 5.85 5.01 5.81 5.73
Debt: Ultra Short Duration 0.11 0.64 1.73 3.42 5.75 7.09 5.79 5.38 6.36 6.01
Debt: Overnight 0.12 0.51 1.6 3.23 5.27 6.65 5.72 4.77 5.67 5.31