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 -0.63 15.49 41.11 55.94 18.02 93.66 39.73 27.65 18.38 27.66
Equity: Sectoral-Infrastructure 1.48 8.6 21.97 31.4 9.79 63.19 32.31 25.94 20.29 12.87
Equity: Sectoral-Pharma and Healthcare 0.95 8.05 19.65 26.44 12.24 58.75 19.95 24.99 15.88 19.44
Equity: Thematic-Manufacturing 1.07 10.16 21.82 30.71 10.25 52.81 30.04 24.94 - 25.18
Equity: Small Cap 0.35 4.56 11.23 21.35 4.79 50.97 30.27 27.67 23.1 21.09
Equity: Mid Cap 0.48 6.26 14.07 22.14 5.79 48.97 24.76 23.54 20.95 21.1
Equity: Value 0.71 7.2 17.92 25.33 7.19 47.65 23.11 20.29 19.35 18.23
Equity: Dividend Yield 0.39 7.43 18.39 26.15 7.19 46.59 25.85 21.41 17.23 20.23
Equity: Contra 0.24 7.08 17.87 25.0 6.59 46.01 24.24 22.68 19.06 15.77
Equity: Multi Cap 0.59 6.08 14.72 21.5 5.88 45.56 23.97 22.38 19.08 22.42
Equity: Thematic-Quantitative 0.52 6.69 17.2 24.32 6.35 43.45 15.94 20.06 15.18 21.02
Equity: Thematic-Others 1.09 7.0 16.13 22.9 6.84 42.94 21.63 21.25 17.51 23.83
Equity: Thematic-Energy -0.41 9.16 19.54 26.79 6.78 42.06 23.12 23.41 21.14 16.13
Equity: Large and Mid Cap 0.76 6.48 14.87 20.86 5.62 41.89 21.2 20.26 18.05 16.75
Equity: Flexi Cap 0.94 5.83 14.3 19.67 5.09 39.27 18.88 18.46 17.3 18.49
Equity: ELSS 0.92 5.82 14.38 19.88 5.0 38.27 19.1 18.6 17.25 16.72
Equity: Focused 0.98 5.49 13.48 18.37 4.52 36.41 17.77 18.2 16.91 16.42
Equity: Thematic-Consumption 0.92 4.12 9.11 15.81 2.66 36.22 20.09 18.21 17.4 15.39
Equity: Sectoral-Technology -0.04 4.67 16.63 23.71 7.7 36.2 21.1 24.35 17.91 18.14
Fund of Funds-Domestic-Equity 0.74 5.79 13.28 18.22 4.73 34.18 16.72 17.66 14.46 14.76
Equity: Large Cap 1.07 5.89 14.74 18.4 4.65 34.15 16.14 16.58 15.12 14.92
Equity: Thematic-ESG 1.05 5.49 13.45 18.04 4.51 33.72 17.07 16.21 15.3 19.04
Equity: Sectoral-Banking and Financial Services 0.53 4.43 11.21 14.37 1.64 30.02 13.75 14.69 17.04 15.85
Hybrid: Aggressive 0.84 4.61 11.31 15.16 4.19 29.49 15.99 15.6 14.47 13.53
Equity: Thematic-MNC - 3.26 7.06 10.32 1.97 28.84 15.18 13.11 16.14 19.18
Index Fund 0.39 4.13 10.46 14.59 3.95 28.83 17.69 16.49 14.31 16.0
Childrens Fund 0.82 3.94 9.29 12.78 2.56 28.49 15.86 14.36 14.09 13.62
Hybrid: Multi Asset Allocation 0.61 4.19 10.06 13.38 3.78 27.84 16.48 17.18 12.89 11.8
ETFs 0.33 2.65 9.68 10.51 1.72 25.96 13.86 15.15 11.37 11.24
Retirement Fund 0.64 3.48 8.69 11.73 3.02 24.91 12.22 12.35 11.8 12.26
Fund of Funds-Domestic-Hybrid 0.49 3.33 8.81 12.59 3.04 24.86 14.22 13.09 12.22 12.76
Hybrid: Dynamic Asset Allocation 0.6 3.74 9.78 13.35 3.64 23.74 11.92 12.24 12.21 12.27
Fund of Funds-Overseas 0.48 3.59 7.2 10.62 2.02 19.63 2.9 8.23 5.58 7.88
Hybrid: Equity Savings 0.4 2.16 5.6 8.05 2.23 16.25 9.27 9.51 8.42 8.23
Equity: Thematic-International 0.89 3.8 7.94 10.48 2.54 15.55 4.32 9.9 9.1 9.95
Equity: Sectoral-FMCG 1.13 -1.17 -0.06 1.24 -4.8 14.8 18.88 14.51 14.74 16.51
Hybrid: Conservative 0.35 1.88 4.75 6.9 2.06 13.36 8.96 8.49 8.82 8.72
Fund of Funds-Domestic-Debt 0.21 1.71 4.36 6.79 2.09 13.15 10.02 10.86 8.12 7.54
Fund of Funds-Domestic-Gold 0.14 -0.84 0.73 5.13 -2.22 9.3 8.51 11.85 5.94 6.07
Debt: Long Duration 0.09 2.44 4.36 5.02 3.21 9.16 4.78 7.09 7.72 9.03
Debt: Gilt Fund with 10 year constant duration 0.25 1.28 2.99 4.06 1.75 8.74 4.69 7.4 8.59 7.47
Debt: Gilt 0.18 1.58 3.17 4.27 2.08 8.53 5.13 7.12 8.21 7.52
Debt: Credit Risk 0.14 0.65 1.91 4.13 1.18 8.32 9.48 4.95 6.62 6.41
Debt: Dynamic Bond 0.19 1.44 2.91 4.03 1.92 8.03 5.41 6.5 7.53 6.8
Debt: Medium to Long Duration 0.18 1.24 2.7 3.69 1.66 7.76 5.17 6.06 6.95 7.73
Debt: Floater 0.16 0.66 1.84 3.46 1.11 7.63 5.44 6.45 7.21 6.39
Fund of Funds-Domestic-Gold and Silver -0.35 -0.85 -1.58 1.05 -3.23 7.55 - - - 15.51
Debt: Medium Duration 0.18 0.87 2.2 3.54 1.32 7.53 6.07 5.76 7.61 6.61
Hybrid: Arbitrage 0.18 0.58 2.0 3.75 1.34 7.29 5.11 4.97 5.88 5.51
Debt: Corporate Bond 0.2 0.78 2.01 3.46 1.21 7.29 5.19 6.72 7.5 6.77
Debt: Banking and PSU 0.2 0.83 2.06 3.5 1.25 7.28 5.14 6.66 7.28 6.51
Debt: Money Market 0.17 0.62 1.77 3.45 1.09 7.2 5.19 5.73 6.69 6.28
Debt: Short Duration 0.2 0.73 2.02 3.43 1.16 7.13 5.44 6.01 6.97 6.73
Debt: Liquid 0.15 0.61 1.81 3.53 1.1 7.08 5.12 5.03 6.31 6.39
Debt: Low Duration 0.17 0.6 1.74 3.31 1.05 7.01 5.32 5.55 6.66 6.48
Debt: Ultra Short Duration 0.16 0.6 1.7 3.32 1.05 6.85 5.08 5.45 6.54 6.06
Debt: Overnight 0.13 0.55 1.68 3.37 1.01 6.68 4.95 4.65 5.8 4.88
Fund of Funds-Domestic-Silver -1.43 -0.77 -4.27 -4.03 -4.75 5.85 - - - 3.46