Mutual Fund Category Monitor

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 -3.46 3.03 13.52 32.72 35.59 83.4 39.85 28.88 15.89 25.98
Equity: Sectoral-Infrastructure -3.09 0.73 14.23 31.19 32.64 64.23 32.47 28.56 17.26 13.84
Equity: Thematic-Transportation -1.17 1.17 15.02 32.45 32.38 54.15 31.25 26.35 15.56 34.01
Equity: Thematic-Manufacturing -2.07 0.96 14.67 30.13 30.12 50.91 24.02 24.75 - 22.27
Equity: Mid Cap -2.14 1.41 15.49 25.86 25.29 50.38 23.96 27.43 18.78 22.63
Equity: Thematic-Energy -3.39 1.16 8.08 23.14 21.77 46.81 19.75 25.43 18.17 14.56
Equity: Contra -1.02 3.14 13.14 23.2 23.44 46.75 24.84 25.69 17.48 16.32
Equity: Dividend Yield -1.34 3.76 13.45 22.42 22.68 46.5 23.75 24.53 15.59 21.39
Equity: Small Cap -2.14 1.71 12.81 20.82 21.08 45.34 24.43 31.13 20.09 22.72
Equity: Value -1.44 3.08 12.44 21.95 21.99 45.2 22.72 22.97 16.73 19.52
Equity: Thematic-Others -1.75 2.31 12.14 22.63 22.75 44.03 20.72 23.26 15.88 25.31
Equity: Sectoral-Pharma and Healthcare 0.04 5.62 11.26 17.09 21.56 43.78 14.53 26.41 14.9 22.67
Equity: Multi Cap -1.87 2.08 12.48 21.69 21.46 43.17 21.83 23.94 16.84 26.12
Equity: Large and Mid Cap -1.65 2.14 12.69 22.66 21.79 41.78 20.96 22.73 16.38 17.83
Equity: Sectoral-Technology 1.01 8.99 16.78 14.23 18.5 40.6 15.4 26.8 18.75 21.32
Equity: Thematic-Quantitative -1.66 2.86 11.37 20.69 20.3 40.02 19.32 20.3 13.88 19.66
Equity: Flexi Cap -1.61 2.35 11.75 20.33 19.56 37.58 18.81 20.61 15.32 20.87
Equity: ELSS -1.57 2.56 11.56 20.24 19.31 37.45 19.22 20.68 15.34 17.36
Equity: Thematic-Consumption - 4.57 12.78 21.66 19.94 35.85 21.82 22.23 16.44 20.26
Equity: Focused -1.38 2.61 10.98 20.06 18.99 35.73 18.36 19.79 14.85 18.52
Equity: Thematic-ESG -0.24 4.2 12.64 18.81 18.24 34.56 16.37 18.56 14.05 20.36
Fund of Funds-Domestic-Equity -1.25 2.75 10.72 19.2 18.18 33.84 17.02 19.96 14.03 16.35
Equity: Large Cap -0.95 3.54 10.55 19.04 17.72 32.68 17.27 18.07 13.51 16.11
ETFs -1.6 2.05 9.5 17.56 16.45 31.71 16.36 17.76 11.56 17.97
Hybrid: Aggressive -1.05 2.42 9.41 16.68 16.26 29.34 15.88 17.48 12.94 13.97
Equity: Thematic-MNC -1.13 1.98 13.75 17.37 17.09 29.28 14.97 18.53 13.94 20.75
Childrens Fund -1.1 2.6 11.14 17.12 15.67 28.21 15.61 16.15 12.69 15.47
Index Fund -0.9 1.92 7.98 13.73 13.5 26.38 17.7 18.15 12.77 17.08
Hybrid: Multi Asset Allocation -1.14 1.6 6.7 14.34 14.16 25.41 16.06 18.46 12.56 14.92
Fund of Funds-Domestic-Hybrid -0.57 2.03 7.28 12.39 12.74 23.98 14.26 14.19 12.01 13.39
Hybrid: Dynamic Asset Allocation -0.66 2.13 6.83 12.26 12.21 23.33 12.54 13.38 10.61 13.26
Equity: Sectoral-Banking and Financial Services -1.62 0.85 7.98 14.48 11.4 23.29 15.79 14.58 13.8 17.18
Retirement Fund -0.88 1.54 7.49 13.05 12.51 22.96 12.76 12.7 10.87 13.02
Fund of Funds-Domestic-Gold -3.25 -1.93 -0.27 13.85 12.25 18.83 13.16 14.09 8.35 9.23
Fund of Funds-Domestic-Gold and Silver -3.86 -2.63 2.31 16.8 14.47 17.06 - - - 22.64
Fund of Funds-Overseas -2.01 1.22 8.1 11.68 9.42 15.45 3.72 9.49 5.92 8.73
Hybrid: Equity Savings -0.33 1.3 4.56 8.18 8.3 15.08 9.48 10.0 8.31 8.53
Fund of Funds-Domestic-Silver -5.9 -4.97 7.3 21.33 16.67 14.43 - - - 16.0
Equity: Sectoral-FMCG 1.14 7.38 14.76 9.65 8.63 13.4 20.08 17.29 14.7 16.83
Hybrid: Conservative -0.17 1.18 4.18 7.16 7.35 12.76 9.14 9.2 8.23 8.78
Fund of Funds-Domestic-Debt 0.03 1.03 3.28 6.11 6.55 12.13 10.24 11.21 7.83 7.83
Equity: Thematic-International -0.82 2.36 6.58 9.62 8.08 11.79 3.89 10.59 9.1 10.04
Debt: Long Duration 0.19 0.51 3.66 6.13 6.93 8.6 5.48 5.6 7.42 7.93
Debt: Credit Risk 0.15 0.64 2.01 3.86 4.4 7.87 9.22 6.24 6.68 6.47
Debt: Gilt 0.15 0.52 2.98 4.9 5.42 7.79 5.53 5.97 7.86 7.57
Debt: Floater 0.14 0.72 2.08 4.12 4.59 7.67 5.84 6.4 7.17 6.7
Hybrid: Arbitrage 0.15 0.56 1.79 3.63 4.41 7.53 5.54 5.04 5.85 5.83
Debt: Dynamic Bond 0.15 0.57 2.75 4.63 5.12 7.44 5.63 5.99 7.31 6.84
Debt: Gilt Fund with 10 year constant duration 0.14 0.65 2.8 4.61 5.1 7.32 5.04 5.96 8.43 7.51
Debt: Liquid 0.13 0.58 1.73 3.63 4.09 7.23 5.72 5.06 6.26 6.5
Debt: Money Market 0.14 0.65 1.72 3.72 4.2 7.16 5.75 5.61 6.64 6.45
Debt: Corporate Bond 0.13 0.7 2.1 3.93 4.37 6.99 5.3 6.41 7.22 6.9
Debt: Low Duration 0.13 0.65 1.75 3.67 4.14 6.96 5.67 5.96 6.62 6.94
Debt: Banking and PSU 0.13 0.7 2.03 3.89 4.27 6.9 5.31 6.32 7.19 6.7
Debt: Medium Duration 0.15 0.67 2.17 3.94 4.4 6.9 5.75 5.79 6.95 6.7
Debt: Medium to Long Duration 0.15 0.59 2.61 4.35 4.79 6.89 5.46 5.66 6.71 7.73
Debt: Ultra Short Duration 0.13 0.62 1.68 3.58 4.04 6.88 5.53 5.39 6.42 6.17
Debt: Short Duration 0.13 0.68 2.0 3.74 4.19 6.82 5.63 6.1 6.86 6.78
Debt: Overnight 0.12 0.52 1.6 3.25 3.68 6.71 5.44 4.7 5.73 5.21
Hybrid: Balanced -0.79 1.71 8.0 13.15 12.77 - - - - 20.29