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 (%)
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 -2.64 1.86 8.35 20.83 21.3 46.19 19.93 25.55 18.23 15.02
Equity: Contra -0.67 2.82 13.9 20.94 22.99 46.14 24.83 25.48 17.51 16.3
Equity: Dividend Yield -1.1 3.45 14.05 20.12 22.21 45.94 23.79 24.38 15.59 21.38
Equity: Value -0.92 3.16 13.8 19.69 21.89 45.4 22.87 22.81 16.74 19.57
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 -1.84 2.07 13.23 20.1 22.25 43.85 20.79 23.05 15.86 25.1
Equity: Sectoral-Pharma and Healthcare -0.57 3.68 10.38 15.47 19.78 43.22 14.0 26.11 14.93 21.94
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 -1.43 1.99 13.67 19.84 21.42 41.45 21.03 22.47 16.4 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 -1.42 2.25 13.03 18.0 19.36 37.27 19.01 20.38 15.34 20.88
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 0.84 9.44 17.3 12.46 18.04 36.07 15.73 26.64 18.81 21.04
Equity: Focused -1.14 2.48 12.15 17.77 18.81 35.52 18.62 19.61 14.9 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 -1.23 2.35 11.6 17.28 17.75 33.32 17.04 19.8 14.05 16.32
Equity: Thematic-ESG -0.1 3.67 13.54 16.79 17.65 33.25 16.35 18.31 14.08 20.27
Equity: Large Cap -0.54 3.39 11.8 17.04 17.7 32.51 17.57 17.92 13.6 16.15
ETFs -0.72 2.62 10.53 16.38 16.8 31.75 16.57 17.66 11.75 18.4
Hybrid: Aggressive -0.8 2.35 10.41 14.97 16.12 29.28 16.03 17.2 12.99 13.97
Equity: Thematic-MNC -1.14 1.33 14.34 15.59 16.39 28.63 14.95 18.32 13.89 20.67
Childrens Fund -0.93 2.62 12.14 15.18 15.39 28.17 15.71 15.96 12.72 15.4
Index Fund -0.65 1.84 8.79 12.12 13.31 26.19 17.86 18.01 12.94 17.24
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
Hybrid: Multi Asset Allocation -0.58 2.04 7.29 13.64 14.4 25.51 16.16 18.42 12.61 15.18
Fund of Funds-Domestic-Hybrid -0.37 2.02 7.66 11.89 12.62 23.78 14.3 14.1 12.02 13.41
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 -0.5 2.06 7.42 11.09 12.09 23.2 12.65 13.28 10.65 13.28
Fund of Funds-Domestic-Gold 0.84 2.86 0.3 18.0 16.17 22.11 14.2 14.6 8.65 10.28
Fund of Funds-Domestic-Gold and Silver -0.49 1.9 3.14 20.32 18.01 19.85 - - - 24.91
Fund of Funds-Domestic-Silver -2.72 0.3 6.86 24.24 20.59 16.96 - - - 18.52
Hybrid: Equity Savings -0.22 1.31 4.91 7.63 8.23 15.12 9.56 9.93 8.33 8.54
Equity: Sectoral-FMCG 2.0 6.78 15.87 10.0 8.98 14.21 20.3 17.19 14.96 16.85
Fund of Funds-Overseas -2.18 0.71 7.72 11.74 9.1 13.82 4.09 9.47 5.97 8.64
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 0.12 1.08 3.39 5.83 6.48 12.32 10.2 11.16 7.86 7.83
Equity: Thematic-International -1.37 1.91 6.72 9.35 7.42 10.01 3.97 10.47 9.1 9.98
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 3.64 4.06 7.23 5.71 5.06 6.26 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 3.64 6.71 5.43 4.7 5.73 5.21
Hybrid: Balanced -0.65 1.5 8.55 12.05 12.6 - - - - 20.1