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 | 4.71 | 6.14 | -1.85 | 62.07 | 11.34 | 155.31 | 47.09 | - | - | 49.02 |
| Fund of Funds-Domestic-Gold and Silver | 2.67 | 2.55 | -2.25 | 40.83 | 12.25 | 89.91 | 38.64 | - | - | 42.79 |
| Fund of Funds-Overseas | 2.71 | 10.63 | 14.16 | 22.1 | 17.75 | 52.72 | 27.06 | 12.61 | 12.84 | 14.34 |
| Fund of Funds-Domestic-Gold | 0.76 | -0.06 | -4.14 | 19.23 | 11.17 | 51.72 | 32.61 | 24.0 | 15.79 | 20.71 |
| Equity: Thematic-International | 2.73 | 8.45 | 6.76 | 15.31 | 11.37 | 33.7 | 18.73 | 9.92 | 12.73 | 11.14 |
| Equity: Thematic-Transportation | 1.71 | 2.14 | -5.66 | -1.82 | -3.49 | 19.88 | 21.88 | 19.02 | 12.61 | 15.64 |
| ETFs | 0.69 | 1.84 | -3.67 | 1.69 | -2.22 | 18.91 | 16.08 | 11.04 | 10.22 | 12.23 |
| Equity: Thematic-Manufacturing | 1.05 | 6.55 | 3.9 | 4.54 | 5.41 | 18.69 | 23.2 | 19.01 | 16.25 | 10.6 |
| Equity: Thematic-Energy | -1.54 | 5.55 | 3.29 | 6.89 | 6.89 | 17.71 | 21.14 | 15.29 | 17.87 | 11.31 |
| Equity: Small Cap | 1.86 | 8.59 | 5.07 | 2.61 | 4.68 | 15.86 | 19.54 | 18.75 | 17.22 | 15.19 |
| Equity: Thematic-PSU | -1.52 | 3.11 | 0.07 | 3.49 | 4.14 | 15.16 | 27.54 | 23.79 | 16.71 | 14.35 |
| Hybrid: Multi Asset Allocation | 0.38 | 1.37 | -2.31 | 3.7 | 0.6 | 14.92 | 16.99 | 14.74 | 13.11 | 12.3 |
| Equity: Mid Cap | 1.62 | 5.38 | 1.47 | 1.03 | 1.56 | 14.26 | 21.33 | 17.93 | 16.48 | 16.49 |
| Equity: Sectoral-Pharma and Healthcare | 3.51 | 9.56 | 8.65 | 5.9 | 7.44 | 14.24 | 24.65 | 13.92 | 13.45 | 14.72 |
| Equity: Sectoral-Infrastructure | -0.71 | 5.55 | 2.87 | 2.94 | 4.68 | 13.84 | 22.23 | 21.34 | 16.66 | 12.65 |
| Equity: Thematic-Special-Opportunities | 1.26 | 6.7 | 1.43 | 0.99 | 0.72 | 13.17 | 20.84 | 15.21 | - | 6.79 |
| Equity: Thematic-Active-Momentum | 1.6 | 4.93 | 0.95 | 2.1 | 1.2 | 12.88 | - | - | - | 8.87 |
| Equity: Thematic-Innovation | 1.82 | 6.72 | 1.44 | -1.54 | -0.66 | 12.07 | 20.51 | 14.65 | - | 10.42 |
| Equity: Thematic-MNC | 0.95 | 5.82 | 0.7 | 0.94 | 0.65 | 11.27 | 11.09 | 10.09 | 9.92 | 12.66 |
| Fund of Funds-Domestic-Hybrid | 1.12 | 2.44 | -0.43 | 2.26 | 0.34 | 10.27 | 14.31 | 12.45 | 11.39 | 10.44 |
| Equity: Multi Cap | 0.85 | 4.47 | -0.79 | -1.22 | -0.93 | 9.63 | 17.93 | 15.55 | 15.22 | 12.49 |
| Equity: Thematic-Others | 0.47 | 3.31 | -1.93 | -1.1 | -1.84 | 9.38 | 16.69 | 14.85 | 14.37 | 7.72 |
| Equity: Large and Mid Cap | 0.63 | 3.04 | -2.23 | -2.19 | -2.31 | 8.65 | 17.12 | 15.16 | 14.58 | 12.72 |
| Equity: Sectoral-Banking and Financial Services | 0.04 | 0.23 | -5.41 | -2.43 | -4.16 | 8.49 | 13.65 | 13.03 | 13.58 | 9.99 |
| Equity: Value | 0.08 | 2.72 | -2.76 | -1.5 | -2.55 | 8.32 | 17.16 | 15.24 | 14.33 | 14.49 |
| Fund of Funds-Domestic-Equity | 0.87 | 3.9 | -1.12 | -1.74 | -0.91 | 8.17 | 16.08 | 14.91 | 14.32 | 8.35 |
| Debt: Credit Risk | 0.12 | 1.15 | 2.08 | 3.76 | 3.16 | 7.79 | 8.72 | 9.19 | 6.41 | 6.84 |
| Equity: Thematic-Business-Cycle | 0.76 | 3.64 | -1.73 | -2.04 | -1.89 | 7.57 | 15.91 | 17.37 | 13.86 | 9.06 |
| Equity: Dividend Yield | 0.29 | 2.2 | -3.29 | -1.47 | -2.49 | 7.08 | 16.81 | 16.15 | 15.04 | 11.61 |
| Equity: Thematic-Quantitative | 0.41 | 1.27 | -4.07 | -2.04 | -3.65 | 6.94 | 15.25 | 13.76 | 14.58 | 8.59 |
| Index Fund | 0.28 | 1.88 | -1.84 | -1.28 | -1.66 | 6.74 | 11.81 | 12.06 | 12.29 | 6.89 |
| Debt: FMP | 0.1 | 0.46 | 1.37 | 2.85 | 1.79 | 6.31 | 6.81 | 5.98 | 6.25 | 6.72 |
| Equity: Focused | 0.41 | 2.52 | -3.43 | -3.12 | -3.45 | 6.23 | 14.28 | 12.98 | 13.59 | 13.46 |
| Debt: Money Market | 0.09 | 0.35 | 1.41 | 2.77 | 1.97 | 6.2 | 6.98 | 6.07 | 6.36 | 6.21 |
| Debt: Liquid | 0.11 | 0.45 | 1.59 | 3.06 | 2.25 | 6.1 | 6.77 | 5.9 | 5.95 | 6.27 |
| Equity: Flexi Cap | 0.42 | 2.42 | -3.08 | -3.42 | -3.35 | 6.02 | 14.65 | 13.08 | 13.92 | 11.68 |
| Debt: Ultra Short Duration | 0.08 | 0.39 | 1.45 | 2.68 | 1.97 | 6.0 | 6.7 | 5.85 | 6.08 | 6.34 |
| Debt: Low Duration | 0.1 | 0.36 | 1.3 | 2.44 | 1.78 | 5.97 | 6.86 | 5.99 | 6.35 | 6.6 |
| Hybrid: Arbitrage | 0.14 | 0.39 | 1.33 | 2.96 | 2.06 | 5.77 | 6.73 | 5.76 | 5.58 | 5.33 |
| Debt: Floater | 0.09 | 0.35 | 1.24 | 2.26 | 1.7 | 5.74 | 7.34 | 6.27 | 6.93 | 6.79 |
| Childrens Fund | 0.24 | 2.51 | -2.01 | -2.66 | -2.56 | 5.73 | 12.08 | 11.42 | 10.43 | 11.72 |
| Fund of Funds-Income Plus Arbitrage | 0.16 | 0.36 | 1.12 | 2.09 | 1.51 | 5.37 | 8.8 | 7.71 | 7.98 | 5.18 |
| Debt: Overnight | 0.09 | 0.41 | 1.21 | 2.51 | 1.79 | 5.27 | 6.13 | 5.47 | 5.37 | 5.31 |
| Hybrid: Equity Savings | 0.05 | 0.67 | -0.75 | 0.21 | -0.39 | 5.16 | 9.09 | 8.12 | 7.96 | 7.6 |
| Debt: Medium Duration | 0.13 | 0.17 | 0.71 | 1.66 | 1.26 | 5.1 | 6.95 | 6.56 | 6.46 | 6.99 |
| Equity: ELSS | 0.1 | 1.93 | -3.78 | -3.92 | -4.06 | 4.97 | 14.44 | 13.13 | 13.92 | 13.51 |
| Debt: Short Duration | 0.12 | 0.24 | 0.85 | 1.54 | 1.15 | 4.95 | 6.7 | 5.94 | 6.48 | 6.85 |
| Hybrid: Aggressive | -0.04 | 1.37 | -2.97 | -2.66 | -3.05 | 4.87 | 12.86 | 11.66 | 11.76 | 12.28 |
| Debt: Corporate Bond | 0.14 | 0.22 | 0.81 | 1.37 | 1.03 | 4.79 | 6.82 | 5.79 | 6.85 | 6.91 |
| Retirement Fund | -0.05 | 1.49 | -2.12 | -1.77 | -2.02 | 4.74 | 11.31 | 9.83 | 10.38 | 10.18 |
| Debt: Banking and PSU | 0.17 | 0.22 | 0.82 | 1.41 | 1.05 | 4.73 | 6.67 | 5.77 | 6.86 | 6.96 |
| Fund of Funds-Domestic-Debt | 0.36 | 0.84 | 0.82 | 1.18 | 0.88 | 4.54 | 7.01 | 6.28 | 7.05 | 6.51 |
| Equity: Contra | 0.46 | 1.82 | -5.03 | -4.18 | -5.7 | 4.47 | 17.37 | 16.54 | 15.99 | 14.75 |
| Hybrid: Balanced | 0.36 | 1.16 | -1.48 | -1.91 | -1.74 | 4.2 | - | - | - | 9.93 |
| Hybrid: Dynamic Asset Allocation | -0.06 | 0.85 | -2.62 | -2.24 | -2.68 | 3.76 | 10.52 | 9.05 | 9.81 | 8.59 |
| Hybrid: Conservative | 0.01 | 0.33 | -0.58 | -0.09 | -0.39 | 3.54 | 7.86 | 7.63 | 7.45 | 8.41 |
| Equity: Thematic-ESG | 0.67 | 1.6 | -4.93 | -5.08 | -5.57 | 2.13 | 12.43 | 11.01 | 12.09 | 10.7 |
| Debt: Dynamic Bond | 0.04 | 0.08 | 0.56 | 0.78 | 0.57 | 2.0 | 6.03 | 5.49 | 6.44 | 6.7 |
| Equity: Large Cap | -0.64 | -0.07 | -6.37 | -5.62 | -6.47 | 1.93 | 12.22 | 11.33 | 12.23 | 11.58 |
| Debt: Medium to Long Duration | -0.01 | 0.05 | 0.4 | 0.47 | 0.36 | 1.86 | 5.7 | 5.22 | 5.96 | 7.37 |
| Debt: Gilt Fund with 10 year constant duration | 0.11 | -0.08 | -0.28 | 0.06 | -0.13 | 1.65 | 6.31 | 5.21 | 7.35 | 7.2 |
| Equity: Thematic-Multi-Sector | 0.64 | 1.55 | -5.39 | -4.16 | -4.64 | 1.53 | - | - | - | -16.66 |
| Equity: Thematic-Consumption | 0.11 | 2.94 | -3.78 | -6.69 | -6.06 | 0.38 | 12.46 | 13.56 | 13.94 | 6.38 |
| SIF - Equity Long Short | - | 3.05 | -0.44 | -0.02 | -1.7 | - | - | - | - | -0.17 |
| SIF - Hybrid Long Short | 0.03 | 0.95 | 0.65 | 3.76 | 1.48 | - | - | - | - | 1.45 |
| Debt: Gilt | -0.08 | -0.04 | 0.25 | 0.01 | -0.2 | -0.48 | 5.3 | 4.83 | 6.6 | 6.66 |
| Debt: Long Duration | -0.08 | 0.01 | 0.12 | -0.25 | -0.51 | -1.15 | 5.12 | 4.67 | 6.44 | 5.56 |
| Equity: Sectoral-Technology | 2.08 | 2.39 | -8.36 | -12.29 | -14.53 | -4.82 | 10.49 | 9.2 | 15.08 | 5.21 |
| Equity: Sectoral-FMCG | 0.32 | 5.79 | -3.03 | -9.35 | -8.46 | -9.08 | 1.68 | 9.33 | 10.62 | 14.89 |