Mutual Fund Category Monitor

Mutual Fund Category Monitor

Category Name 1-Week Ret (%) 1-Month Ret (%) 3-Months Ret (%) 6-Months Ret (%) YTD Ret (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Fund of Funds-Domestic-Gold -0.37 0.94 3.23 18.3 27.35 37.89 22.37 11.35 13.08 14.77
Fund of Funds-Domestic-Gold and Silver -2.03 1.31 7.78 17.4 26.73 33.87 - - - 25.01
Fund of Funds-Domestic-Silver -4.46 2.07 15.03 16.61 25.68 27.67 21.43 - - 18.37
Fund of Funds-Overseas -0.75 2.39 14.9 7.95 12.38 19.23 16.56 10.61 8.82 10.69
Equity: Thematic-International -1.97 1.02 10.71 5.27 9.16 13.48 12.24 10.22 9.99 10.17
Debt: Credit Risk 0.07 0.57 1.97 6.91 7.63 11.03 8.56 9.22 6.51 6.79
Debt: Gilt Fund with 10 year constant duration -0.02 0.07 0.78 4.96 5.88 9.52 8.33 5.52 8.07 7.78
Debt: Medium Duration 0.05 0.63 1.74 5.07 5.81 9.22 7.58 6.82 6.78 7.14
Debt: Corporate Bond 0.07 0.55 1.77 5.03 5.67 9.01 7.56 5.99 7.17 7.18
Debt: Short Duration 0.08 0.53 1.82 4.81 5.48 8.71 7.4 6.03 6.82 7.03
Debt: Floater 0.1 0.55 1.82 4.76 5.38 8.66 7.79 6.29 7.16 6.96
Debt: Banking and PSU 0.08 0.53 1.69 4.78 5.43 8.64 7.36 5.85 7.22 7.11
Debt: Medium to Long Duration -0.09 0.28 0.55 4.22 4.93 8.0 7.34 5.45 6.45 7.7
Debt: Dynamic Bond -0.09 0.34 0.25 4.12 4.78 7.98 7.38 5.77 7.0 6.99
Equity: Sectoral-Banking and Financial Services -2.13 -4.05 2.87 12.08 8.39 7.95 17.21 21.67 12.23 13.74
Debt: Low Duration 0.11 0.55 1.88 4.25 4.82 7.86 7.1 5.83 6.57 6.5
Equity: Sectoral-Pharma and Healthcare -2.1 0.73 5.12 5.23 -2.53 7.76 23.51 19.5 12.42 16.37
Debt: Money Market 0.1 0.51 1.85 4.11 4.71 7.74 7.2 5.74 6.54 6.51
Debt: Ultra Short Duration 0.1 0.51 1.74 3.76 4.33 7.27 6.83 5.57 6.29 6.33
Debt: Gilt -0.23 0.23 -0.84 3.46 4.07 7.23 7.4 5.32 7.32 7.12
Debt: Long Duration -0.26 0.37 -1.21 3.18 3.71 7.0 7.85 4.92 7.04 7.39
Debt: Liquid 0.1 0.46 1.55 3.33 3.99 6.97 6.89 5.46 6.09 6.39
Fund of Funds-Income Plus Arbitrage 0.1 0.56 1.62 3.44 4.12 6.94 9.26 8.49 7.86 4.21
Fund of Funds-Domestic-Debt -0.14 0.02 1.51 4.65 4.92 6.72 10.85 13.04 7.44 8.36
Hybrid: Arbitrage 0.16 0.56 1.49 3.25 3.9 6.71 6.82 5.45 5.72 5.7
Debt: Overnight 0.1 0.44 1.36 2.84 3.46 6.2 6.35 5.12 5.52 5.19
Fund of Funds-Domestic-Hybrid -0.7 -1.32 3.18 6.5 5.25 5.77 14.72 15.53 11.16 12.12
Hybrid: Conservative -0.25 -0.34 1.53 4.29 3.91 5.58 9.09 9.53 7.64 8.71
Hybrid: Multi Asset Allocation -0.95 -1.36 3.4 6.77 5.74 4.98 16.37 17.84 12.29 12.25
Hybrid: Equity Savings -0.24 -0.5 2.13 4.05 3.16 4.63 9.86 10.63 7.78 7.81
ETFs -1.56 -2.81 3.85 6.28 5.11 4.27 16.57 18.78 12.77 11.61
Hybrid: Balanced -0.72 -1.29 2.52 5.01 2.21 3.34 - - - 13.89
Retirement Fund -0.96 -2.02 2.84 4.88 2.16 1.91 12.64 13.42 9.59 11.62
Equity: Thematic-Innovation -0.97 -0.96 8.46 5.63 -2.26 1.53 18.08 24.53 - 14.48
Hybrid: Dynamic Asset Allocation -0.77 -1.72 2.31 4.34 1.97 1.08 11.76 12.53 9.34 10.12
Hybrid: Aggressive -0.88 -2.18 3.37 5.53 1.95 0.79 14.82 17.93 11.33 13.02
Index Fund -1.19 -2.81 2.76 4.52 1.66 0.46 14.11 19.07 11.58 7.94
Childrens Fund -1.13 -2.06 4.39 4.78 0.97 0.14 14.05 16.02 11.25 12.85
Equity: Thematic-Multi-Sector -3.61 -7.03 -4.1 -10.02 -25.02 - - - - -24.52
Fund of Funds-Domestic-Equity -1.69 -3.51 3.88 5.15 1.48 -0.39 16.15 20.45 14.34 8.81
Equity: Multi Cap -1.39 -2.93 5.78 5.95 -0.88 -1.31 19.5 24.46 14.21 14.54
Equity: Large and Mid Cap -1.53 -3.46 4.78 6.0 -0.2 -1.42 18.5 23.11 13.79 13.95
Equity: Focused -1.36 -3.05 3.85 5.33 0.49 -1.56 16.05 19.87 12.75 14.95
Equity: Mid Cap -1.46 -3.14 7.26 6.79 -1.64 -1.89 21.24 27.02 15.18 18.54
Equity: Large Cap -1.11 -3.37 2.08 4.83 1.84 -2.3 14.66 18.4 11.56 13.36
Equity: Flexi Cap -1.25 -2.97 4.31 5.16 -0.8 -2.32 16.27 20.69 13.03 15.08
Equity: Contra -1.25 -2.73 3.88 5.45 0.36 -2.52 20.94 25.66 15.16 15.43
Equity: Small Cap -1.74 -2.56 9.89 5.86 -3.92 -2.54 21.6 31.32 16.58 17.08
Equity: ELSS -1.38 -3.16 4.03 5.31 -0.52 -2.66 16.9 21.07 13.05 14.7
Equity: Thematic-Consumption -0.33 -0.82 3.63 4.19 -0.98 -2.66 16.21 21.29 13.85 12.12
Equity: Thematic-Others -1.39 -3.25 4.42 5.24 0.21 -3.59 18.46 23.83 13.11 10.68
Equity: Thematic-ESG -1.51 -3.71 2.48 3.25 -0.1 -3.74 14.08 16.9 11.81 14.32
Equity: Thematic-Business-Cycle -1.41 -2.96 5.05 5.17 -1.61 -3.9 18.84 26.25 12.78 11.28
Equity: Thematic-Special-Opportunities -1.5 -2.11 7.05 5.29 -2.73 -4.06 17.12 - - 4.78
Equity: Value -1.65 -3.44 3.66 4.2 -0.7 -4.64 19.79 24.08 13.99 15.07
Equity: Sectoral-Technology -2.16 -5.72 4.84 -4.5 -9.84 -5.86 14.47 21.53 16.27 9.47
Equity: Dividend Yield -1.35 -3.43 2.63 2.91 -0.38 -6.48 19.06 23.45 13.67 14.11
Equity: Thematic-Manufacturing -1.43 -2.29 7.78 6.11 -0.73 -6.73 21.57 25.82 13.68 9.47
Equity: Thematic-Transportation -1.31 -0.39 10.6 7.92 4.45 -6.96 19.88 26.28 11.12 15.51
Equity: Thematic-Energy -1.65 -3.07 3.38 6.99 3.61 -7.01 18.71 24.16 16.39 7.12
Equity: Thematic-Quantitative -1.4 -4.1 2.78 3.22 -1.25 -7.03 17.82 18.52 13.33 8.98
Equity: Thematic-MNC -0.6 -0.78 6.76 3.53 -1.51 -7.17 11.39 15.93 9.17 10.98
Equity: Sectoral-FMCG 2.26 1.78 1.64 0.71 1.57 -7.39 9.32 15.05 11.43 15.86
Equity: Sectoral-Infrastructure -1.25 -3.7 6.42 5.16 -1.89 -9.01 25.29 31.11 14.62 12.29
Equity: Thematic-Active-Momentum -1.96 -4.03 4.24 -1.12 -8.78 -10.98 - - - 7.71
Equity: Thematic-PSU -2.75 -5.47 0.12 2.82 0.31 -15.16 30.68 29.17 13.65 13.84