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: Sectoral-Pharma and Healthcare 3.33 2.07 21.12 58.62 49.95 57.67 15.06 5.58 14.72 23.92
Equity: Sectoral-Technology 2.97 7.47 34.29 61.92 28.8 29.74 23.51 13.49 14.28 14.28
Equity: Small Cap -2.13 1.87 22.63 39.81 8.37 12.75 -1.55 7.0 10.5 11.18
Debt: Gilt Fund with 10 year constant duration 0.27 0.74 0.61 6.06 9.44 12.13 10.18 10.2 9.68 8.89
Fund of Funds-Overseas 0.55 -2.37 5.27 43.06 4.04 11.96 7.26 8.32 5.95 7.16
Debt: Long Duration -0.02 0.38 0.59 5.53 8.63 11.83 8.23 8.87 8.7 10.79
Equity: Thematic-International -0.59 -1.48 4.17 33.16 3.36 11.56 10.6 10.38 8.79 9.33
Fund of Funds-Domestic -0.55 -1.24 6.12 16.48 6.25 10.41 7.14 7.95 7.27 7.89
Debt: Gilt 0.07 0.61 0.47 5.36 8.23 10.39 7.88 8.72 8.93 8.16
Debt: Short Duration 0.17 0.26 2.12 6.24 6.21 9.98 5.84 6.86 7.83 7.43
Debt: Corporate Bond 0.12 0.45 1.58 7.35 7.39 9.97 7.28 7.77 8.11 8.03
Debt: Banking and PSU 0.1 0.39 1.63 7.38 7.24 9.82 8.22 8.3 8.11 7.72
Debt: Medium to Long Duration 0.06 0.67 1.44 6.94 7.35 9.13 6.2 7.16 7.82 8.23
Debt: Ultra Short Duration 0.08 0.3 1.24 3.7 4.19 9.06 6.4 6.94 8.0 6.87
Debt: Floater 0.13 0.46 2.04 6.33 6.54 8.68 7.7 7.86 8.31 7.93
Equity: Mid Cap -1.98 -0.65 14.97 28.64 3.08 8.59 0.83 7.22 11.11 13.09
Equity: Thematic-Energy -2.09 -4.96 10.95 38.27 -1.02 8.43 -1.77 12.01 6.5 9.86
Debt: Dynamic Bond 0.15 0.43 1.18 5.3 6.39 8.04 6.11 7.17 8.21 7.67
Equity: Thematic-MNC -2.18 -1.58 10.53 26.05 2.54 6.57 3.4 5.89 12.83 14.18
Debt: Money Market 0.07 0.26 1.04 3.83 4.45 6.29 6.97 7.14 8.04 7.07
Hybrid: Dynamic Asset Allocation -0.75 -0.87 6.0 16.95 1.72 5.98 3.55 6.45 8.13 7.48
Debt: Low Duration 0.12 0.36 3.74 5.66 3.83 5.56 4.51 5.7 6.95 6.59
Hybrid: Conservative -0.31 0.13 3.56 9.3 2.49 5.46 3.74 6.1 7.46 8.07
Debt: Liquid 0.06 0.25 0.79 2.08 3.1 4.58 6.01 6.38 7.41 6.8
Hybrid: Arbitrage 0.17 0.33 0.65 1.67 2.96 4.32 5.35 5.77 7.08 5.52
Debt: Medium Duration 0.06 0.33 1.33 4.72 2.73 4.3 4.38 6.25 7.66 7.0
Hybrid: Multi Asset Allocation -0.45 -1.32 9.45 21.61 -0.21 4.12 3.9 6.26 8.02 7.13
Equity: Dividend Yield -1.65 -2.54 12.59 30.55 -0.3 3.93 -0.29 6.34 7.19 11.14
Debt: Overnight 0.06 0.25 0.74 1.46 2.5 3.85 5.07 5.68 6.99 4.42
Retirement Fund -0.88 -0.47 5.3 14.91 0.07 3.79 2.53 7.0 7.86 5.99
Equity: Thematic-Others -1.85 -1.98 10.89 29.97 -0.89 3.36 0.79 5.8 8.47 6.78
Equity: Contra -1.67 -1.66 12.14 30.56 -1.79 3.35 2.09 7.59 8.13 12.24
Hybrid: Equity Savings -0.65 -0.52 4.76 12.32 0.25 3.3 3.1 5.48 6.77 5.77
Childrens Fund -1.25 -0.93 7.79 21.23 -2.38 3.1 2.62 6.77 8.3 8.89
Equity: Thematic-Consumption -3.21 -2.63 9.06 21.45 -2.57 2.66 2.72 8.92 8.91 9.33
Equity: Large and Mid Cap -1.68 -1.45 10.95 25.84 -4.22 2.14 0.78 7.36 8.95 10.8
Hybrid: Aggressive -1.31 -1.38 8.17 20.43 -3.34 1.99 1.92 6.31 7.87 9.34
Equity: Focused -1.96 -2.0 8.69 24.76 -5.53 1.46 1.69 7.41 8.0 8.31
Equity: ELSS -1.65 -1.35 10.7 26.13 -4.82 1.21 0.82 6.82 8.64 10.99
Equity: Multi Cap -1.76 -1.59 9.88 24.89 -5.26 0.9 1.37 6.76 8.37 10.83
ETFs -1.7 -1.92 6.87 22.71 -3.94 0.5 4.65 9.66 7.46 3.49
Debt: Credit Risk 0.2 0.82 2.73 1.44 -1.62 0.05 1.3 4.18 7.33 5.48
Equity: Large Cap -1.52 -1.74 8.54 23.54 -7.0 -0.49 2.0 6.54 7.76 11.29
Index Fund -1.88 -1.84 9.11 28.01 -7.21 -0.91 3.06 7.23 6.71 7.0
Equity: Value -1.69 -1.73 11.48 29.56 -5.64 -1.28 -2.73 5.51 8.47 9.61
Equity: Thematic-PSU -3.04 -6.97 -1.39 11.72 -12.76 -6.83 -8.07 2.21 0.41 -4.75
Equity: Sectoral-Infrastructure -2.8 -5.11 6.62 21.15 -11.41 -9.01 -6.62 2.36 2.65 5.92
Equity: Sectoral-Banking and Financial Services -3.02 -3.74 1.72 7.15 -28.53 -19.87 -5.04 4.81 6.25 6.44

Want to continue the conversation?

Speak to our expert in

Leave your email below and we will assign a personal Relationship Manager to get in touch and start aligning your life goals