Mutual Fund Benchmark Monitor

Mutual Fund Benchmark Monitor

Benchmark
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 (%)
Nifty Financial Services TRI 1.4 3.13 -4.48 3.08 10.83 25.11 17.73 16.26 14.95 18.95
Nifty Realty TRI -0.36 -7.14 -10.88 -9.51 7.06 22.75 6.39 4.43 -7.67 -9.76
Nifty Services Sector TRI 1.07 0.51 -4.2 -0.93 7.16 15.2 14.36 11.72 11.92 16.26
Nifty Energy TRI -0.09 6.34 0.7 -2.9 10.48 15.05 18.04 13.0 7.17 18.47
S&P BSE BANKEX TRI 1.37 1.65 -8.0 -4.92 4.81 14.72 13.28 13.13 13.63 17.32
Nifty Infrastructure TRI 1.43 3.32 -2.24 0.58 1.88 14.21 5.66 2.63 -0.09 8.96
Nifty Bank TRI 1.12 0.96 -8.54 -5.44 3.7 13.65 13.67 13.4 13.4 19.81
S&P BSE SENSEX TRI 1.2 2.3 -1.43 -0.44 6.78 13.54 12.1 9.13 10.21 9.25
Nifty FMCG TRI 0.29 5.77 4.05 1.97 0.82 12.62 13.53 11.29 17.47 15.37
Nifty Private Bank TRI 0.79 1.14 -7.74 -7.25 2.79 12.02 13.88 15.39 17.36 21.93
NIFTY 50 TRI 1.17 2.44 -1.98 -1.7 5.22 11.89 10.52 8.9 9.95 13.3
S&P BSE SENSEX 50 TRI 1.16 2.41 -1.8 -1.42 4.93 11.68 10.97 9.39 10.36 9.34
Nifty India Consumption TRI 1.36 4.25 6.54 1.81 -0.9 11.33 8.61 10.22 - 14.66
S&P BSE LargeCap TRI 0.99 2.05 -1.95 -2.06 4.12 11.06 10.07 8.77 9.81 8.95
NIFTY 100 TRI 0.97 2.25 -1.85 -2.15 3.84 10.8 9.81 9.33 10.4 17.34
NIFTY 100 ESG TRI 1.2 1.88 -1.73 -3.05 4.11 10.25 10.69 9.75 - 10.45
S&P BSE 100 TRI 0.93 1.97 -2.35 -2.63 3.01 10.2 9.58 8.96 9.94 8.95
S&P BSE 200 TRI 0.94 2.0 -2.13 -2.99 2.27 9.61 8.97 9.39 10.15 11.32
S&P BSE LargeMidCap TRI 0.93 1.93 -2.27 -3.05 2.23 9.59 8.93 9.22 10.15 9.2
S&P GLOBAL 1200 1.27 -0.36 -0.42 2.9 17.87 9.44 11.49 8.77 9.44 6.76
S&P BSE 250 Large MidCap TRI 0.91 2.0 -2.13 -3.11 2.08 9.36 8.95 9.49 10.34 10.88
S&P BSE INFORMATION TECHNOLOGY TRI -0.1 -2.81 3.0 1.29 11.13 9.2 17.22 9.8 15.86 14.76
NIFTY 200 TRI 0.86 1.76 -2.56 -3.42 1.95 9.16 8.79 9.09 9.9 13.38
Nifty 100 low volatility 30 TRI 1.28 2.27 1.63 -0.73 2.53 8.82 9.84 10.9 14.17 17.97
NIFTY 50 Value 20 TRI 0.38 0.97 1.16 -3.77 4.84 8.77 14.35 9.49 12.96 18.87
S&P BSE 500 TRI 0.83 1.76 -2.58 -3.99 1.0 8.26 8.17 9.03 9.98 11.03
NIFTY 500 TRI 0.77 1.64 -2.79 -4.15 0.95 8.25 8.07 8.94 9.81 16.06
Nifty 500 Shariah TRI 0.56 2.02 3.46 -1.02 0.32 8.12 7.64 9.32 10.92 10.12
S&P BSE Teck TRI 1.2 -2.38 2.0 -0.07 8.55 7.7 12.39 7.04 11.69 10.13
S&P BSE 500 SHARIAH TRI 0.66 1.85 3.56 -0.61 2.4 7.5 7.45 8.41 10.95 15.07
S&P BSE Allcap TRI 0.79 1.61 -2.78 -4.49 0.25 7.39 7.64 8.73 9.87 8.8
NIFTY MNC TRI 2.45 6.59 6.24 0.34 -3.42 6.35 9.89 11.81 13.39 13.51
Nifty IT TRI -0.12 -2.42 0.96 -2.39 7.6 6.22 16.5 8.25 14.29 13.94
NIFTY LARGE MIDCAP 250 TRI 0.55 0.87 -3.73 -6.11 -2.42 5.72 6.95 9.94 11.03 14.13
NIFTY DIVIDEND OPPORTUNITIES 50 TRI -0.67 0.42 -1.4 -5.12 -0.58 4.47 8.31 7.36 11.44 10.71
Nifty Next 50 TRI -0.31 1.12 -0.75 -4.85 -4.69 4.15 5.59 11.19 12.34 21.41
S&P GLOBAL AGRIBUSINESS INDEX TRI 2.07 -1.5 -0.74 1.74 13.55 3.21 6.53 4.46 6.86 3.14
NIFTY 50 Equal Weight TRI 1.09 0.42 -5.19 -8.94 -2.99 2.12 3.38 4.79 7.46 12.91
S&P BSE BHARAT 22 TRI -1.2 -0.21 -9.96 -9.87 -5.48 1.23 3.47 5.03 7.62 10.46
NIFTY MIDCAP 150 TRI 0.12 -0.5 -5.58 -9.88 -8.21 0.99 3.96 10.28 11.85 14.33
S&P BSE Sensex Next 50 TRI -0.59 -0.82 -5.79 -10.05 -8.28 0.99 1.71 7.5 9.53 11.17
S&P BSE MIDCAP SELECT TRI 0.32 1.74 -5.71 -9.84 -10.09 0.13 2.24 10.95 12.63 12.8
S&P BSE MidCap TRI 0.49 1.11 -4.51 -9.76 -9.92 -0.21 1.73 9.05 9.56 7.95
NIFTY COMMODITIES TRI 0.58 2.26 -6.93 -9.35 -3.89 -0.94 3.32 5.82 - 5.0
S&P BSE India Infrastructure Index TRI 0.33 -1.58 -10.71 -14.12 -9.77 -1.01 -0.5 2.45 3.52 1.96
S&P BSE PSU TRI -1.2 -1.24 -13.49 -12.98 -8.08 -1.74 -2.88 -0.65 -0.87 3.5
NIFTY MIDCAP 100 TRI -0.1 -2.33 -8.4 -13.35 -12.18 -3.45 0.19 7.9 10.05 19.58
S&P BSE SmallCap TRI -0.28 -0.76 -6.53 -13.95 -12.33 -6.49 -0.41 4.68 6.91 5.42
NIFTY SMALLCAP 100 TRI -0.34 -2.84 -10.33 -18.69 -15.5 -6.99 -4.16 3.08 6.73 8.51
S&P BSE ENHANCED VALUE INDEX TRI -0.5 -2.74 -12.59 -17.63 -13.87 -6.99 -4.89 -1.12 3.05 7.79
NIFTY SMALLCAP 250 TRI -0.64 -2.09 -9.22 -16.58 -14.08 -7.38 -3.3 3.89 8.04 12.37
S&P BSE 250 SmallCap TRI -0.47 -2.2 -9.68 -16.72 -14.19 -7.43 -2.07 2.94 4.98 5.95
NIFTY SMALLCAP 50 TRI -0.08 -2.77 -10.8 -19.56 -17.51 -7.51 -8.64 -0.18 2.68 8.02
Nifty Auto TRI -0.11 -0.36 -2.33 -13.81 -18.75 -14.1 -9.55 0.06 11.83 15.11
S&P BSE Healthcare TRI -0.99 -6.9 -4.91 -15.21 -12.08 -14.67 -8.78 -1.79 11.46 10.18
Nifty PSU Bank TRI -0.32 -13.16 -31.67 -33.85 -29.83 -18.96 -11.86 -7.97 -2.4 6.78
Nifty Pharma TRI -1.6 -9.94 -9.6 -21.93 -17.32 -22.71 -13.7 -6.24 9.05 12.19
Nifty Metal TRI 1.74 -3.2 -16.49 -23.11 -24.58 -27.64 -1.79 -0.35 - 5.82
Nifty Media TRI -0.04 -10.53 -16.47 -28.57 -32.87 -31.72 -17.65 -2.74 2.78 5.14