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 -0.69 -0.06 11.95 23.57 25.75 33.07 22.12 13.78 12.19 14.85
Fund of Funds-Domestic-Gold and Silver 2.19 4.45 11.2 20.48 24.88 27.22 - - - 25.78
Fund of Funds-Domestic-Silver 4.65 10.32 9.63 13.88 22.32 18.4 18.51 - - 17.15
Equity: Sectoral-Pharma and Healthcare 2.34 6.03 10.13 -2.19 -3.95 18.22 24.71 21.86 13.23 17.72
Equity: Sectoral-Banking and Financial Services 2.59 7.97 18.23 5.65 10.88 16.32 22.06 24.18 13.52 16.67
Fund of Funds-Overseas 1.62 6.09 7.14 5.53 7.94 14.99 15.13 10.69 7.6 9.52
Equity: Thematic-International 1.88 5.07 4.29 3.5 6.33 13.78 12.48 9.6 8.58 10.1
Equity: Sectoral-Technology 3.3 10.25 11.48 -8.1 -5.52 13.01 17.18 27.36 17.24 12.12
Fund of Funds-Domestic-Hybrid 1.16 4.54 9.97 3.82 5.88 11.22 16.76 17.1 11.59 11.87
ETFs 1.97 6.86 12.83 2.89 6.82 10.81 19.21 21.06 12.94 13.95
Debt: Gilt Fund with 10 year constant duration -0.79 0.36 3.86 5.51 5.4 10.77 9.15 5.73 8.19 7.87
Debt: Credit Risk 0.03 1.02 4.0 6.91 5.8 10.49 8.51 9.51 6.58 6.79
Debt: Medium Duration -0.21 0.87 3.35 5.06 4.88 9.72 8.16 7.13 6.87 7.14
Fund of Funds-Domestic-Debt 0.32 2.14 5.47 4.66 5.29 9.7 12.0 16.18 7.85 7.9
Fund of Funds-Domestic-Equity 2.2 7.7 12.39 -1.16 2.56 9.68 19.35 22.19 14.94 11.23
Debt: Corporate Bond -0.12 1.13 3.66 5.08 4.9 9.62 7.67 6.36 7.26 7.2
Debt: Banking and PSU -0.12 1.14 3.58 4.97 4.76 9.32 7.5 6.24 7.29 7.16
Debt: Short Duration -0.01 1.11 3.39 4.93 4.71 9.27 7.5 6.36 6.89 7.03
Debt: Floater 0.05 0.98 3.19 4.8 4.52 9.21 7.77 6.55 7.19 6.98
Hybrid: Multi Asset Allocation 1.23 4.44 9.85 2.9 5.92 9.17 16.86 20.46 12.63 12.97
Debt: Medium to Long Duration -0.67 0.39 3.32 4.58 4.52 9.1 7.76 5.85 6.6 7.69
Debt: Dynamic Bond -0.86 0.18 3.29 4.39 4.37 9.08 7.78 6.08 7.14 7.04
Hybrid: Balanced 0.65 3.62 7.79 0.85 2.67 8.73 - - - 15.45
Equity: Large and Mid Cap 2.31 8.97 15.87 -1.59 2.08 8.62 22.73 25.93 15.04 15.29
Childrens Fund 1.67 6.46 12.15 -0.97 1.96 8.62 16.73 18.12 11.98 13.26
Fund of Funds-Income Plus Arbitrage -0.04 0.84 3.13 2.81 3.31 8.54 9.72 9.2 8.03 6.49
Debt: Gilt -1.37 -0.51 2.8 3.8 3.82 8.51 7.79 5.53 7.52 7.16
Debt: Long Duration -1.55 -0.7 2.58 3.48 3.48 8.43 8.58 5.3 7.21 7.66
Equity: Mid Cap 2.24 10.57 18.08 -2.66 0.38 8.39 25.87 29.92 16.62 19.12
Hybrid: Aggressive 1.49 5.65 11.57 0.24 3.05 8.37 17.48 20.18 12.16 13.26
Hybrid: Conservative 0.14 1.95 5.17 3.07 3.88 8.36 10.09 10.43 7.98 8.79
Retirement Fund 1.11 5.02 10.24 0.9 3.37 8.17 15.05 15.01 10.36 12.27
Debt: Low Duration 0.18 0.94 2.66 4.26 3.93 8.07 7.04 6.17 6.6 6.67
Debt: Money Market 0.18 0.86 2.49 4.15 3.8 7.89 7.13 5.73 6.57 6.48
Equity: Focused 2.2 7.67 14.12 -1.41 2.49 7.86 19.69 22.64 13.87 15.84
Hybrid: Equity Savings 0.61 2.38 5.59 2.29 3.1 7.81 10.9 11.65 8.02 8.19
Equity: Contra 2.1 7.07 13.42 -1.93 1.78 7.6 24.73 28.93 16.24 15.63
Equity: Small Cap 2.26 12.73 18.95 -6.1 -2.5 7.41 25.05 34.56 17.93 18.72
Debt: Ultra Short Duration 0.16 0.8 2.23 3.81 3.45 7.41 6.76 5.57 6.33 6.26
Equity: Thematic-ESG 2.14 6.93 13.39 -1.62 3.03 7.37 18.25 19.58 12.92 15.5
Equity: Multi Cap 2.1 9.01 15.4 -2.68 0.79 7.3 23.47 27.34 15.46 16.56
Debt: Liquid 0.15 0.59 1.82 3.54 3.16 7.16 6.84 5.39 6.13 6.5
Hybrid: Dynamic Asset Allocation 1.22 4.16 8.64 0.85 2.95 7.15 13.79 14.24 10.0 10.74
Index Fund 1.7 6.21 11.52 0.5 3.48 7.12 17.39 21.97 12.62 10.29
Equity: Thematic-Others 1.98 9.49 17.03 -1.22 2.18 7.12 21.73 26.71 14.21 13.68
Equity: Large Cap 2.15 5.79 12.57 -0.18 3.86 7.09 18.32 21.2 12.67 13.96
Equity: ELSS 2.09 7.8 14.36 -2.15 1.67 6.88 20.72 24.0 14.25 15.23
Equity: Flexi Cap 2.18 7.69 14.34 -2.55 0.95 6.83 20.06 23.26 14.21 16.02
Hybrid: Arbitrage 0.13 0.46 1.67 3.33 2.94 6.72 6.61 5.28 5.7 5.54
Debt: Overnight 0.1 0.47 1.47 3.05 2.69 6.37 6.32 5.05 5.55 5.32
Equity: Value 2.37 8.1 13.98 -2.28 1.71 5.77 23.54 27.13 15.38 15.99
Equity: Dividend Yield 2.45 7.16 12.75 -2.07 2.4 5.3 22.48 26.55 14.72 15.13
Equity: Thematic-Consumption 1.39 4.74 11.96 -3.54 -1.22 4.16 20.39 22.88 14.99 12.32
Equity: Thematic-Quantitative 2.46 7.47 13.69 -2.21 1.35 3.38 21.77 21.28 14.0 11.03
Equity: Thematic-Manufacturing 1.57 10.12 16.34 -2.84 0.63 1.42 25.32 28.51 14.94 10.9
Equity: Thematic-Energy 2.27 7.35 14.55 0.46 6.31 0.84 19.99 27.01 17.41 9.57
Equity: Sectoral-Infrastructure 1.81 10.98 18.17 -3.99 0.82 0.27 29.6 33.35 15.95 12.58
Equity: Thematic-Multi-Sector 0.83 4.29 5.29 - -21.06 - - - - -20.53
Equity: Thematic-MNC 1.65 7.64 12.28 -3.87 -0.98 -0.74 15.12 17.77 10.26 12.98
Equity: Thematic-PSU 2.52 9.3 18.2 -0.99 6.66 -1.07 35.14 31.73 15.37 16.4
Equity: Thematic-Transportation 2.07 8.53 16.09 -0.98 3.33 -1.45 24.26 28.89 12.27 15.74
Equity: Sectoral-FMCG 1.42 2.89 8.94 1.46 1.74 -1.91 13.26 15.91 12.3 15.96