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(%)
Equity: Sectoral-Pharma and Healthcare -1.37 2.89 -1.79 18.58 36.56 42.63 20.69 27.68 13.86 23.96
Equity: Sectoral-Technology 1.22 8.16 3.13 24.23 33.02 40.15 13.44 30.16 18.73 21.1
Equity: Sectoral-Infrastructure 0.17 7.6 -1.99 2.07 33.9 38.32 28.39 28.71 16.45 13.61
Equity: Thematic-PSU -1.24 4.79 -4.17 -2.77 30.27 36.97 35.22 27.18 14.89 19.34
Equity: Mid Cap 0.42 7.97 -1.05 8.68 32.25 35.23 22.21 27.16 17.47 21.68
Equity: Thematic-Manufacturing 0.02 6.79 -2.58 2.45 30.49 34.99 23.91 26.71 17.43 15.59
Equity: Contra 0.06 5.31 -1.82 8.33 28.17 33.1 22.65 25.56 16.47 16.19
Equity: Small Cap -0.02 8.6 -0.18 11.24 30.42 32.57 22.99 32.38 18.77 23.11
Equity: Thematic-Transportation -1.02 4.83 -7.97 -2.94 27.78 31.61 24.73 22.78 12.16 24.73
Equity: Large and Mid Cap 0.24 7.3 -0.85 8.45 27.83 31.38 18.91 22.17 15.36 17.02
Equity: Multi Cap 0.3 7.43 -0.77 8.21 27.59 31.05 20.5 23.47 15.84 23.12
Equity: Thematic-Others 0.06 7.49 -1.25 7.52 26.75 30.48 18.45 23.93 14.93 19.05
Fund of Funds-Domestic-Equity 0.17 5.24 1.56 9.07 25.14 29.97 14.95 17.96 13.45 15.32
Equity: Dividend Yield 0.15 4.85 -2.9 6.18 24.74 29.62 20.77 24.22 14.55 17.17
Equity: Value -0.05 5.86 -2.29 6.71 25.12 29.4 20.96 23.01 15.6 18.06
Equity: Flexi Cap 0.3 6.88 -1.12 8.2 24.74 28.58 16.79 19.93 14.46 19.94
Equity: ELSS 0.26 6.76 -1.17 7.9 24.31 28.1 17.44 20.17 14.43 16.64
Equity: Focused -0.08 6.26 -1.97 8.02 24.0 27.75 16.11 18.91 14.07 17.97
Equity: Thematic-Consumption -0.49 5.01 -5.75 7.56 23.91 27.31 18.83 20.37 15.1 16.88
Equity: Thematic-Energy -0.49 3.62 -3.63 -0.69 20.71 27.16 17.4 24.31 17.6 9.15
Equity: Thematic-ESG 0.21 5.4 -2.81 8.53 22.29 26.69 13.34 17.8 12.95 17.74
Fund of Funds-Domestic-Gold and Silver 1.27 3.0 6.96 5.25 21.63 25.38 - - - 21.57
Fund of Funds-Domestic-Silver -0.8 0.31 4.75 0.92 21.12 25.23 - - - 13.62
ETFs 0.22 4.88 0.07 6.99 21.05 25.16 15.12 16.95 12.04 15.91
Equity: Thematic-Quantitative 0.29 5.48 -4.62 3.59 20.6 24.75 17.91 19.3 13.84 16.49
Fund of Funds-Domestic-Gold 1.04 2.37 5.06 6.67 20.3 24.46 15.61 13.95 9.57 9.74
Equity: Large Cap 0.2 5.96 -1.82 6.61 20.17 24.45 14.81 16.96 12.73 15.43
Childrens Fund 0.51 6.17 -0.43 8.75 20.96 23.93 13.79 15.57 12.08 15.87
Hybrid: Aggressive 0.26 5.18 -0.64 7.23 20.7 23.76 14.58 17.06 12.18 13.86
Fund of Funds-Overseas 0.36 2.29 6.7 8.25 18.12 23.02 6.13 9.66 7.5 10.0
Equity: Thematic-MNC -0.01 3.33 -4.05 1.97 16.51 20.65 12.4 16.8 11.65 15.59
Hybrid: Multi Asset Allocation 0.13 3.49 -0.19 5.23 17.23 20.33 14.32 18.13 12.38 14.64
Equity: Thematic-International -0.11 2.1 3.87 9.64 15.35 20.08 5.59 10.03 9.02 10.29
Hybrid: Balanced 0.09 3.59 0.62 6.8 17.62 19.75 - - - 21.66
Fund of Funds-Domestic-Hybrid 0.15 2.94 0.41 6.41 16.64 19.59 13.36 14.18 11.23 13.08
Retirement Fund 0.28 4.26 0.14 6.3 16.86 19.42 11.97 12.9 10.21 13.19
Index Fund 0.2 4.74 -0.64 5.46 16.76 19.38 14.94 17.65 12.28 13.18
Equity: Sectoral-Banking and Financial Services 0.26 7.02 1.72 8.63 16.94 18.01 15.51 13.38 12.64 17.58
Hybrid: Dynamic Asset Allocation 0.19 3.66 -0.51 5.52 15.18 17.94 12.0 13.0 10.01 12.39
Hybrid: Equity Savings 0.17 2.29 0.84 4.99 11.8 13.23 9.25 9.94 8.26 8.52
Hybrid: Conservative 0.17 1.63 0.99 4.73 10.69 12.0 8.76 9.19 7.78 8.76
Debt: Long Duration 0.41 0.79 1.42 4.72 10.69 11.68 5.69 6.56 6.86 7.83
Fund of Funds-Domestic-Debt -0.19 0.78 1.45 4.44 9.67 10.83 9.04 11.44 7.52 7.89
Debt: Gilt Fund with 10 year constant duration 0.22 0.97 1.68 4.76 9.11 10.07 5.63 6.77 7.89 7.65
Debt: Gilt 0.36 0.86 1.46 4.47 9.06 9.9 6.03 6.68 7.24 7.62
Debt: Dynamic Bond 0.28 0.79 1.53 4.38 8.69 9.43 6.0 6.47 6.9 6.92
Debt: Medium to Long Duration 0.22 0.74 1.55 4.27 8.27 9.07 5.72 6.25 6.24 7.21
Debt: Medium Duration 0.14 0.71 1.87 4.28 7.93 8.56 6.16 6.22 6.7 6.85
Debt: Corporate Bond 0.11 0.65 1.9 4.24 7.81 8.36 5.86 6.45 7.02 7.0
Debt: Floater 0.1 0.53 1.86 4.17 7.9 8.31 6.44 6.42 7.11 6.74
Debt: Credit Risk 0.13 0.61 1.88 4.08 7.8 8.22 9.06 6.63 6.42 6.54
Debt: Banking and PSU 0.09 0.6 1.82 4.06 7.61 8.14 5.84 6.38 7.15 6.93
Debt: Short Duration 0.1 0.63 1.84 4.06 7.49 8.06 6.04 6.28 6.73 6.86
Hybrid: Arbitrage 0.12 0.47 1.53 3.25 7.02 7.53 6.06 5.11 5.82 5.45
Debt: Low Duration 0.08 0.52 1.78 3.63 7.04 7.42 6.0 6.02 6.55 6.96
Debt: Money Market 0.09 0.53 1.76 3.55 7.03 7.38 6.22 5.63 6.55 6.48
Debt: Liquid 0.12 0.54 1.72 3.48 6.9 7.29 6.22 5.17 6.19 6.38
Debt: Ultra Short Duration 0.09 0.52 1.72 3.44 6.8 7.14 5.97 5.39 6.3 6.06
Debt: Overnight 0.12 0.53 1.58 3.2 6.25 6.6 5.88 4.82 5.65 5.34
Equity: Sectoral-FMCG -2.73 -1.84 -13.7 -3.27 0.1 4.02 12.71 14.03 11.68 16.18