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: Thematic-PSU -2.41 2.6 15.18 29.92 35.82 86.36 39.87 28.97 15.95 26.11
Equity: Sectoral-Infrastructure -3.03 0.69 15.84 28.4 32.43 64.86 32.55 28.46 17.21 13.84
Equity: Thematic-Transportation -1.39 -0.58 15.5 28.87 31.16 53.4 30.53 26.12 15.36 33.22
Equity: Thematic-Manufacturing -2.35 0.32 15.35 26.63 29.24 50.83 23.94 24.7 - 21.72
Equity: Mid Cap -2.21 1.05 16.09 22.11 24.44 49.49 23.82 27.04 18.69 22.56
Equity: Thematic-Energy -1.51 2.54 9.61 23.62 23.21 48.78 20.16 25.84 18.61 15.09
Equity: Contra -0.09 3.38 14.53 21.96 23.65 47.17 25.04 25.47 17.58 16.34
Equity: Dividend Yield -0.65 3.69 14.37 20.9 22.66 46.56 23.93 24.45 15.68 21.4
Equity: Value -0.86 3.19 13.87 19.8 21.94 45.5 22.88 22.79 16.76 19.58
Equity: Small Cap -2.35 1.56 14.13 17.76 20.29 44.83 24.16 30.77 20.05 22.54
Equity: Thematic-Others -1.59 2.25 13.56 20.67 22.6 44.52 20.87 23.07 15.95 25.21
Equity: Sectoral-Pharma and Healthcare -0.4 3.84 10.52 15.84 20.04 43.79 14.12 26.14 14.99 21.97
Equity: Multi Cap -1.7 1.82 13.66 18.91 21.11 43.09 21.96 23.72 16.84 25.96
Equity: Large and Mid Cap -1.37 2.03 13.73 19.93 21.48 41.54 21.04 22.47 16.41 17.8
Equity: Thematic-Quantitative -1.14 2.57 12.38 17.96 19.95 39.97 19.41 20.07 13.99 19.59
Equity: Flexi Cap -1.35 2.31 13.11 18.14 19.43 37.38 19.03 20.38 15.36 20.89
Equity: ELSS -1.29 2.47 12.87 17.92 19.14 37.21 19.4 20.48 15.39 17.37
Equity: Sectoral-Technology 2.58 9.89 17.44 13.69 18.43 36.87 15.68 26.51 18.91 21.19
Equity: Focused -1.1 2.5 12.21 17.86 18.86 35.59 18.62 19.61 14.91 18.49
Equity: Thematic-Consumption -0.38 3.0 13.3 17.65 18.49 35.12 21.66 21.84 16.37 19.77
Fund of Funds-Domestic-Equity -0.83 2.62 11.85 17.97 18.15 33.96 17.11 19.81 14.1 16.43
Equity: Thematic-ESG 0.32 3.91 13.97 17.42 18.01 33.77 16.38 18.24 14.21 20.34
Equity: Large Cap -0.47 3.44 11.87 17.12 17.74 32.58 17.58 17.92 13.61 16.15
ETFs -0.69 2.63 10.49 16.45 16.83 31.78 16.58 17.67 11.76 18.41
Equity: Thematic-MNC -0.47 1.8 15.34 16.99 17.5 29.87 15.3 18.39 14.03 20.77
Hybrid: Aggressive -0.74 2.39 10.46 15.05 16.17 29.34 16.04 17.2 13.0 13.98
Childrens Fund -0.85 2.89 12.29 15.41 15.55 28.44 15.94 15.96 12.72 15.45
Index Fund -0.63 1.85 8.78 12.15 13.33 26.22 17.87 18.01 12.94 17.25
Hybrid: Multi Asset Allocation -0.33 2.23 7.55 14.23 14.75 26.01 16.23 18.44 12.63 15.29
Equity: Sectoral-Banking and Financial Services -0.25 1.79 10.48 13.52 12.42 25.54 16.11 14.26 13.9 17.72
Fund of Funds-Domestic-Hybrid 0.26 2.44 8.27 12.9 13.21 24.69 14.39 14.16 12.11 13.48
Retirement Fund -0.69 1.54 8.34 11.77 12.47 23.24 12.85 12.6 10.92 13.02
Hybrid: Dynamic Asset Allocation -0.48 2.08 7.44 11.13 12.11 23.23 12.65 13.28 10.65 13.29
Fund of Funds-Domestic-Gold 0.91 2.95 0.4 18.18 16.25 22.25 14.21 14.63 8.66 10.29
Fund of Funds-Domestic-Gold and Silver 0.36 3.06 4.03 21.62 18.95 21.2 - - - 25.46
Fund of Funds-Domestic-Silver -2.46 0.68 7.13 24.75 21.01 17.46 - - - 18.67
Fund of Funds-Overseas -1.1 1.65 7.88 13.24 9.99 15.19 3.88 9.79 6.09 8.84
Hybrid: Equity Savings -0.18 1.34 4.97 7.71 8.28 15.18 9.56 9.93 8.33 8.54
Equity: Sectoral-FMCG 2.75 6.23 16.9 11.61 9.48 15.11 20.25 16.96 15.03 16.87
Hybrid: Conservative -0.01 1.18 4.6 6.8 7.3 12.8 9.22 9.12 8.26 8.79
Fund of Funds-Domestic-Debt 0.18 1.09 3.38 5.86 6.46 12.31 10.18 11.17 7.87 7.83
Equity: Thematic-International -0.3 2.89 6.96 11.0 8.16 11.01 3.86 10.6 9.21 10.04
Debt: Long Duration 0.34 0.62 4.01 6.31 6.86 8.56 5.47 5.42 7.49 7.92
Debt: Credit Risk 0.17 0.62 2.08 3.86 4.33 7.88 9.21 6.21 6.65 6.47
Debt: Gilt 0.31 0.59 3.3 4.98 5.36 7.76 5.52 5.85 7.92 7.57
Debt: Floater 0.18 0.71 2.16 4.13 4.52 7.73 5.84 6.39 7.17 6.7
Hybrid: Arbitrage 0.16 0.64 1.77 3.84 4.42 7.69 5.57 5.05 5.85 5.84
Debt: Dynamic Bond 0.29 0.63 3.02 4.68 5.07 7.43 5.62 5.91 7.36 6.84
Debt: Gilt Fund with 10 year constant duration 0.28 0.66 3.15 4.68 5.03 7.25 5.01 5.84 8.46 7.52
Debt: Liquid 0.13 0.58 1.72 3.63 4.03 7.23 5.71 5.06 6.25 6.5
Debt: Money Market 0.13 0.61 1.72 3.71 4.12 7.18 5.74 5.59 6.64 6.44
Debt: Corporate Bond 0.2 0.71 2.21 3.96 4.31 7.01 5.3 6.37 7.24 6.9
Debt: Low Duration 0.14 0.62 1.77 3.67 4.06 6.98 5.67 5.95 6.61 6.94
Debt: Banking and PSU 0.2 0.7 2.13 3.92 4.22 6.92 5.3 6.28 7.2 6.7
Debt: Ultra Short Duration 0.13 0.58 1.67 3.57 3.97 6.9 5.52 5.38 6.42 6.17
Debt: Medium Duration 0.21 0.67 2.3 3.96 4.34 6.87 5.74 5.74 6.98 6.69
Debt: Medium to Long Duration 0.26 0.62 2.87 4.4 4.73 6.85 5.45 5.57 6.76 7.73
Debt: Short Duration 0.19 0.67 2.11 3.77 4.13 6.82 5.63 6.07 6.87 6.78
Debt: Overnight 0.12 0.52 1.6 3.26 3.62 6.71 5.43 4.69 5.72 5.21
Hybrid: Balanced -0.65 1.5 8.55 12.05 12.6 - - - - 20.1
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