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(%)
Fund of Funds-Domestic-Gold 1.53 -1.41 5.15 23.99 27.59 31.83 23.21 13.44 12.64 15.09
Fund of Funds-Domestic-Gold and Silver 2.4 1.42 10.37 23.77 27.79 26.67 - - - 25.91
Fund of Funds-Domestic-Silver 5.98 6.07 21.56 27.22 30.9 21.98 24.47 - - 21.49
Equity: Sectoral-Pharma and Healthcare 0.01 2.21 10.44 2.5 -1.93 14.88 24.49 21.88 12.41 17.06
Fund of Funds-Overseas -0.15 2.85 17.77 11.19 10.58 14.0 18.12 10.93 8.6 10.31
Equity: Thematic-International -0.37 1.46 13.33 9.45 7.63 11.66 13.59 9.96 8.98 10.11
Equity: Sectoral-Banking and Financial Services 0.2 2.49 12.88 16.67 11.81 11.32 22.01 22.76 12.61 15.94
Debt: Credit Risk 0.05 0.68 3.1 7.16 7.34 11.29 8.59 9.34 6.55 6.79
Debt: Gilt Fund with 10 year constant duration 0.02 0.52 1.85 6.23 5.95 10.49 8.79 5.59 8.13 7.84
Debt: Medium Duration 0.05 0.75 2.24 5.55 5.58 9.63 7.69 6.79 6.83 7.15
Debt: Corporate Bond 0.04 0.61 2.24 5.33 5.38 9.33 7.58 5.98 7.21 7.18
Debt: Short Duration 0.04 0.59 2.2 5.13 5.21 9.04 7.43 6.02 6.85 7.04
Debt: Floater 0.09 0.65 2.15 4.96 5.1 8.98 7.79 6.27 7.17 6.97
Debt: Banking and PSU 0.03 0.54 2.08 5.1 5.16 8.96 7.39 5.88 7.25 7.12
Debt: Medium to Long Duration 0.14 0.53 1.41 5.12 4.93 8.71 7.57 5.49 6.54 7.72
Debt: Dynamic Bond 0.17 0.55 1.24 5.06 4.78 8.64 7.55 5.81 7.07 7.02
Debt: Gilt 0.33 0.71 0.65 4.79 4.33 8.15 7.69 5.4 7.43 7.18
Debt: Low Duration 0.09 0.61 2.07 4.34 4.53 8.0 7.08 5.82 6.58 6.74
Fund of Funds-Domestic-Debt -0.14 0.01 2.95 5.44 5.05 7.9 11.74 15.59 7.47 8.46
Debt: Money Market 0.1 0.59 1.96 4.2 4.43 7.86 7.18 5.72 6.55 6.5
Debt: Long Duration 0.39 0.72 0.24 4.52 3.93 7.75 8.18 4.96 7.14 7.65
Fund of Funds-Domestic-Hybrid -0.45 0.63 7.85 7.74 6.2 7.66 16.63 16.19 11.39 12.35
Debt: Ultra Short Duration 0.1 0.57 1.84 3.83 4.05 7.39 6.81 5.55 6.31 6.31
Fund of Funds-Income Plus Arbitrage 0.06 0.49 1.89 4.02 3.78 7.13 9.81 8.62 7.93 4.61
Debt: Liquid 0.1 0.5 1.55 3.42 3.69 7.04 6.87 5.43 6.11 6.38
Hybrid: Conservative -0.11 0.83 3.63 5.19 4.28 6.81 9.95 9.88 7.78 8.76
Hybrid: Arbitrage 0.04 0.36 1.48 3.21 3.47 6.58 6.69 5.38 5.7 5.62
ETFs -0.32 1.52 11.64 10.05 7.36 6.4 19.46 19.95 12.75 13.37
Debt: Overnight 0.1 0.43 1.36 2.91 3.16 6.24 6.34 5.09 5.53 5.18
Hybrid: Multi Asset Allocation 0.02 1.24 8.29 8.54 6.67 5.95 17.28 19.27 12.55 12.96
Hybrid: Equity Savings -0.21 0.89 4.57 4.66 3.56 5.88 10.99 11.09 7.88 8.19
Hybrid: Balanced -0.35 1.43 6.56 5.54 3.1 5.32 - - - 14.87
Retirement Fund -0.57 1.27 8.47 6.57 3.55 4.54 14.82 14.16 9.85 12.09
Hybrid: Aggressive -0.68 1.55 9.51 6.86 3.37 3.7 17.58 18.94 11.61 13.19
Hybrid: Dynamic Asset Allocation -0.46 1.37 7.19 5.69 3.26 3.58 13.9 13.34 9.57 10.6
Equity: Sectoral-Technology -2.22 -0.39 17.34 -3.67 -6.26 3.53 18.32 25.66 17.64 11.43
Childrens Fund -0.35 2.06 10.62 6.3 2.72 3.53 16.94 17.04 11.6 13.35
Fund of Funds-Domestic-Equity -1.01 0.75 12.77 8.39 3.78 3.45 18.89 21.41 14.7 10.44
Index Fund -0.68 1.16 9.66 6.95 3.65 3.36 17.3 20.5 11.9 9.75
Equity: Thematic-Innovation -0.02 2.07 15.36 4.06 -1.38 3.08 20.66 25.07 - 15.71
Equity: Multi Cap -0.42 2.29 14.04 7.27 1.48 2.75 23.49 26.0 14.72 16.54
Equity: Large and Mid Cap -0.63 1.81 13.57 7.67 2.33 2.65 22.39 24.49 14.31 15.06
Equity: Contra -0.54 1.99 12.04 6.91 2.63 2.51 24.58 27.37 15.71 15.61
Equity: Mid Cap -0.36 2.19 16.6 7.82 0.86 2.26 25.24 28.6 15.79 19.03
Equity: Focused -0.58 1.81 11.93 7.44 2.63 2.14 19.65 21.13 13.21 15.59
Equity: Small Cap 0.39 3.0 17.32 6.14 -0.97 2.04 25.45 33.21 17.24 18.84
Equity: Thematic-ESG -1.24 1.16 11.05 5.76 2.27 1.48 18.1 18.24 12.17 15.14
Equity: Large Cap -1.05 1.76 10.15 7.56 3.92 1.45 18.38 19.79 11.94 13.85
Equity: Flexi Cap -0.63 1.97 12.33 6.33 1.35 1.18 20.14 22.11 13.49 15.76
Equity: Thematic-Business-Cycle -0.41 2.15 13.33 6.48 0.7 1.03 22.74 27.57 13.22 13.02
Equity: ELSS -0.65 1.96 12.41 6.79 1.78 1.02 20.75 22.57 13.49 15.15
Equity: Thematic-Consumption -0.54 2.46 7.94 3.97 -0.57 0.82 18.83 21.7 14.23 12.44
Equity: Thematic-Others -0.84 1.77 12.82 7.4 2.88 0.56 22.05 25.48 13.64 13.63
Equity: Value -0.49 2.11 12.4 6.45 2.11 0.19 23.81 25.85 14.65 15.83
Equity: Thematic-Multi-Sector -1.0 0.48 2.99 -10.29 -21.52 - - - - -21.0
Equity: Thematic-Special-Opportunities 0.13 2.14 15.14 5.56 -0.73 -0.52 20.85 - - 6.36
Equity: Dividend Yield -0.82 1.22 10.62 5.99 2.36 -1.11 23.02 25.2 14.26 14.86
Equity: Thematic-Quantitative -0.92 1.71 11.54 6.0 1.52 -2.32 22.05 19.94 13.56 10.82
Equity: Thematic-Manufacturing -0.74 2.41 16.21 6.87 1.35 -3.07 25.24 27.23 14.14 10.97
Equity: Sectoral-FMCG 2.25 1.07 3.94 1.06 2.38 -3.26 10.85 15.23 11.9 15.93
Equity: Thematic-Transportation -0.08 3.85 17.66 7.97 5.08 -3.27 22.43 27.42 11.79 16.28
Equity: Thematic-Energy -0.82 2.13 11.95 11.17 7.09 -3.5 23.12 25.82 17.02 9.49
Equity: Thematic-MNC -0.29 1.66 12.59 3.33 -0.22 -4.13 14.14 16.91 9.7 13.11
Equity: Thematic-Active-Momentum -0.34 2.14 12.3 -0.13 -5.26 -4.72 - - - 12.23
Equity: Sectoral-Infrastructure -0.63 2.37 14.78 7.85 1.02 -5.45 29.91 32.12 15.07 12.62
Equity: Thematic-PSU -0.65 1.04 10.3 10.33 5.25 -9.2 36.52 30.89 14.54 15.43