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-Silver 0.12 25.99 45.19 66.5 86.25 74.96 40.12 - - 43.7
Fund of Funds-Domestic-Gold and Silver 5.4 21.83 38.92 50.75 77.2 73.34 39.46 - - 33.78
Fund of Funds-Domestic-Gold 3.46 13.96 29.05 32.53 63.49 62.75 33.97 18.58 15.32 24.26
Fund of Funds-Overseas -1.32 1.92 12.23 30.52 24.74 25.25 25.12 12.9 10.38 12.13
Equity: Thematic-International -1.41 0.25 8.43 21.07 16.21 14.72 19.19 10.66 11.12 10.49
ETFs 1.66 3.91 6.46 16.5 15.79 11.36 20.37 19.65 13.95 15.38
Debt: Credit Risk 0.15 0.79 1.65 4.66 9.14 10.46 8.67 9.17 6.44 6.79
Hybrid: Multi Asset Allocation 1.26 3.46 5.55 12.69 13.23 10.03 18.64 18.82 12.98 14.32
Equity: Sectoral-Banking and Financial Services 2.12 3.19 0.8 9.98 13.15 9.78 18.01 21.09 13.28 15.08
Debt: Medium Duration 0.17 0.85 1.33 3.37 7.02 8.22 7.88 6.73 6.66 7.12
Debt: Corporate Bond 0.21 0.9 1.35 3.42 6.82 8.08 7.76 5.95 7.06 7.14
Debt: Short Duration 0.16 0.8 1.31 3.34 6.61 7.94 7.59 6.02 6.71 7.0
Debt: Floater 0.13 0.77 1.34 3.3 6.53 7.86 7.82 6.24 7.09 6.92
Debt: Banking and PSU 0.2 0.91 1.31 3.22 6.55 7.76 7.55 5.87 7.12 7.06
Fund of Funds-Domestic-Hybrid 1.06 2.24 3.11 9.88 9.8 7.59 16.3 15.94 11.58 11.91
Debt: Gilt Fund with 10 year constant duration 0.24 0.63 0.41 1.79 6.38 7.53 8.52 5.47 7.82 7.64
Debt: Low Duration 0.11 0.59 1.41 3.41 6.04 7.45 7.21 5.85 6.51 6.62
Debt: Money Market 0.1 0.52 1.39 3.31 5.92 7.4 7.25 5.81 6.48 6.53
Debt: Ultra Short Duration 0.1 0.53 1.38 3.18 5.52 6.96 6.91 5.63 6.23 6.37
Fund of Funds-Domestic-Debt 0.32 1.35 1.64 4.08 6.87 6.95 11.28 13.97 7.32 8.37
Debt: Liquid 0.1 0.47 1.4 2.97 5.18 6.67 6.92 5.56 6.05 6.43
Debt: Medium to Long Duration 0.26 1.03 0.59 1.69 5.53 6.45 7.39 5.46 6.19 7.69
Hybrid: Arbitrage 0.17 0.52 1.28 2.72 4.89 6.38 6.78 5.46 5.68 5.64
Debt: Dynamic Bond 0.29 1.12 0.71 1.72 5.51 6.22 7.45 5.75 6.74 6.93
Debt: Overnight 0.1 0.44 1.33 2.7 4.57 5.96 6.34 5.21 5.46 5.25
Fund of Funds-Income Plus Arbitrage 0.18 0.78 1.34 3.14 5.23 5.55 9.63 8.23 7.92 4.73
Equity: Thematic-Transportation 1.29 0.24 10.51 27.63 17.37 5.5 26.07 27.28 12.75 20.77
Debt: Gilt 0.4 1.38 0.27 0.5 4.57 5.13 7.34 5.33 7.01 7.07
Hybrid: Conservative 0.39 0.78 0.82 3.84 5.3 5.02 9.44 9.34 7.64 8.68
Hybrid: Equity Savings 0.48 0.63 1.49 5.33 5.25 4.97 10.4 10.47 8.0 7.75
Debt: Long Duration 0.49 1.73 0.4 0.31 4.28 4.62 8.0 5.1 6.74 7.2
Hybrid: Balanced 0.82 0.85 1.66 6.96 5.14 3.65 - - - 13.96
Retirement Fund 0.93 0.85 0.74 7.63 4.84 2.4 13.58 13.31 9.84 11.72
Hybrid: Dynamic Asset Allocation 0.96 0.7 0.83 6.71 4.57 2.29 12.64 12.51 9.78 10.29
Hybrid: Aggressive 0.97 0.71 0.96 8.72 4.96 1.77 15.62 17.56 11.87 13.04
Index Fund 1.0 0.75 0.59 8.35 4.85 1.45 15.59 18.83 12.44 9.19
Fund of Funds-Domestic-Equity 0.61 0.36 2.47 12.49 6.98 1.06 18.93 20.82 14.59 10.27
Equity: Large Cap 1.48 0.84 1.15 9.12 5.85 0.86 16.16 18.16 12.45 13.53
Childrens Fund 0.87 0.25 0.06 8.78 3.5 0.11 14.66 17.3 11.49 13.27
Equity: Thematic-Multi-Sector 0.54 1.13 -1.97 -0.9 -22.17 - - - - -21.65
Equity: Thematic-Innovation 0.91 -0.03 2.91 16.16 2.37 -0.23 20.76 23.11 - 15.44
Equity: Large and Mid Cap 1.27 0.64 0.57 11.58 3.76 -0.4 19.55 22.47 14.59 14.4
Equity: Focused 1.26 0.61 0.86 10.28 4.26 -0.71 17.3 19.91 13.59 15.09
Equity: Multi Cap 1.2 0.18 0.13 11.46 2.58 -0.99 20.02 23.94 14.94 15.16
Equity: Flexi Cap 1.24 0.39 0.93 10.82 3.1 -1.02 17.53 20.27 13.95 14.65
Equity: Sectoral-Pharma and Healthcare 1.05 -0.38 -1.19 7.96 -1.8 -1.23 22.96 17.4 11.6 15.65
Equity: Contra 1.06 0.81 0.18 10.05 3.55 -1.29 21.59 25.16 16.02 15.44
Equity: Mid Cap 1.06 0.1 0.42 14.2 2.01 -1.47 21.98 25.83 16.05 18.27
Equity: Thematic-Others 1.15 0.26 0.21 10.67 3.8 -1.6 18.91 23.42 13.92 12.02
Equity: ELSS 1.28 0.24 0.04 9.76 2.62 -1.65 17.87 20.39 13.88 14.74
Equity: Thematic-Energy 0.45 0.87 -0.35 9.58 7.75 -1.97 20.98 25.39 18.45 8.69
Equity: Thematic-Business-Cycle 1.24 0.31 0.43 11.02 1.66 -2.27 19.45 24.93 13.38 12.92
Equity: Thematic-ESG 1.6 0.64 0.73 9.33 3.72 -2.61 15.72 16.82 12.51 14.82
Equity: Thematic-Manufacturing 0.77 -0.94 1.14 14.79 3.46 -2.65 23.37 25.94 14.71 10.98
Equity: Value 1.01 0.57 -0.54 9.46 2.47 -2.67 20.55 23.36 14.41 15.3
Equity: Thematic-Special-Opportunities 1.64 0.93 1.04 13.56 1.46 -3.07 19.82 - - 6.78
Equity: Dividend Yield 1.2 0.88 0.52 9.17 3.59 -3.22 20.63 23.4 14.5 14.57
Equity: Thematic-Consumption 1.58 -0.81 3.01 9.5 3.15 -3.73 16.9 21.32 14.59 13.57
Equity: Thematic-PSU 0.52 2.51 -0.52 7.3 5.57 -4.48 30.5 32.67 15.21 14.39
Equity: Thematic-Quantitative 1.15 0.84 0.48 9.39 2.66 -4.51 18.68 18.34 14.18 10.48
Equity: Thematic-MNC 1.23 -0.57 0.93 12.35 1.68 -5.98 12.56 15.47 9.71 13.07
Equity: Sectoral-Infrastructure 0.78 -0.15 -0.98 10.24 0.44 -6.05 25.04 31.16 15.53 12.87
Equity: Small Cap 0.72 -1.19 -2.71 11.45 -2.55 -6.26 20.31 28.17 16.92 17.05
Equity: Sectoral-Technology 0.16 -0.87 -1.07 13.85 -6.8 -6.46 17.35 18.5 16.71 10.68
Equity: Thematic-Active-Momentum 1.09 0.85 -0.5 9.18 -13.72 -9.98 - - - 7.36
Equity: Sectoral-FMCG 0.53 -3.21 -3.44 0.47 -0.63 -10.0 8.11 15.45 11.22 15.63