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 (%)
Fund of Funds-Domestic-Gold -0.26 0.24 7.75 22.81 25.8 30.64 22.36 13.12 12.4 14.55
Fund of Funds-Domestic-Gold and Silver -0.27 0.16 11.34 20.87 24.66 24.02 - - - 24.88
Fund of Funds-Overseas 0.37 3.42 21.68 10.31 10.75 15.27 17.68 10.96 8.73 10.35
Fund of Funds-Domestic-Silver -0.22 -0.1 17.43 18.21 23.3 15.03 21.52 - - 17.61
Equity: Sectoral-Pharma and Healthcare -0.34 1.69 11.72 -0.16 -2.91 13.6 24.66 21.82 12.5 16.62
Equity: Thematic-International -0.31 1.99 14.87 8.73 7.95 13.35 13.25 10.19 9.17 10.15
Equity: Sectoral-Banking and Financial Services 0.36 0.66 14.98 16.35 12.01 11.67 21.56 21.94 12.69 16.09
Debt: Credit Risk 0.11 0.51 3.09 7.01 7.25 11.27 8.5 9.33 6.55 6.79
Debt: Gilt Fund with 10 year constant duration -0.09 0.29 1.76 5.69 5.8 10.31 8.81 5.51 8.11 7.83
Debt: Medium Duration 0.22 0.51 2.26 5.3 5.51 9.6 8.12 6.77 6.82 7.15
Debt: Corporate Bond 0.05 0.32 2.3 5.13 5.32 9.32 7.59 5.97 7.2 7.18
Debt: Short Duration 0.08 0.34 2.25 4.98 5.15 9.04 7.44 6.01 6.85 7.04
Debt: Banking and PSU 0.05 0.25 2.15 4.94 5.1 8.95 7.4 5.86 7.25 7.13
Debt: Floater 0.1 0.45 2.19 4.83 5.02 8.95 7.8 6.27 7.17 6.97
Debt: Medium to Long Duration -0.02 0.11 1.3 4.59 4.72 8.47 7.56 5.43 6.49 7.69
Debt: Dynamic Bond -0.01 0.03 1.09 4.4 4.52 8.36 7.6 5.74 7.02 7.01
Fund of Funds-Domestic-Hybrid - 0.66 9.66 7.37 6.58 8.17 16.69 16.23 11.47 12.4
Fund of Funds-Domestic-Debt 0.21 -0.16 3.35 5.42 5.12 8.11 11.7 15.51 7.47 8.49
Debt: Low Duration 0.1 0.48 2.07 4.3 4.46 7.98 7.07 5.81 6.58 6.73
Debt: Money Market 0.1 0.52 1.96 4.2 4.37 7.83 7.17 5.71 6.56 6.5
Debt: Gilt -0.13 -0.17 0.19 3.74 3.81 7.56 7.57 5.26 7.35 7.11
Debt: Ultra Short Duration 0.1 0.49 1.82 3.82 3.99 7.36 6.79 5.54 6.31 6.31
Fund of Funds-Income Plus Arbitrage 0.1 0.35 1.96 3.77 3.74 7.34 9.76 8.56 7.95 4.59
Debt: Long Duration -0.17 -0.29 -0.28 3.23 3.26 7.06 8.02 4.86 7.06 7.32
Debt: Liquid 0.1 0.47 1.56 3.44 3.63 7.06 6.87 5.43 6.11 6.37
Hybrid: Conservative 0.06 0.38 4.2 4.73 4.33 7.0 9.92 9.82 7.81 8.77
ETFs -0.28 0.32 13.61 8.79 7.31 6.82 19.17 19.71 12.79 13.41
Hybrid: Arbitrage 0.13 0.51 1.51 3.19 3.49 6.7 6.7 5.39 5.72 5.63
Equity: Sectoral-Technology -0.5 1.42 21.02 -3.18 -4.71 6.38 18.02 26.25 17.91 12.11
Hybrid: Equity Savings 0.1 0.61 5.36 4.36 3.75 6.31 10.91 11.02 7.93 8.23
Hybrid: Multi Asset Allocation 0.07 0.73 9.99 7.64 6.68 6.3 17.1 19.2 12.58 12.98
Debt: Overnight 0.1 0.42 1.36 2.92 3.11 6.25 6.34 5.09 5.53 5.33
Hybrid: Balanced 0.08 0.55 8.06 5.07 3.44 5.85 - - - 15.19
Retirement Fund -0.15 0.48 10.19 5.71 3.92 5.17 14.68 14.06 9.98 12.21
Fund of Funds-Domestic-Equity -0.37 0.03 15.89 7.42 4.66 4.74 18.81 21.35 14.79 10.89
Hybrid: Aggressive -0.04 0.82 11.7 6.07 3.89 4.62 17.42 18.86 11.77 13.25
Childrens Fund 0.34 1.2 12.88 5.33 3.16 4.52 16.75 16.89 11.71 13.49
Hybrid: Dynamic Asset Allocation 0.06 0.71 8.7 5.1 3.66 4.34 13.8 13.29 9.69 10.73
Index Fund -0.18 0.23 11.58 6.11 4.06 4.06 17.28 20.35 12.13 10.05
Equity: Thematic-Innovation 0.43 1.14 18.53 2.29 -0.87 3.92 21.15 25.35 - 16.08
Equity: Multi Cap 0.02 1.1 16.91 5.72 1.93 3.64 23.39 25.92 14.91 16.83
Equity: Large and Mid Cap -0.22 0.61 16.28 6.2 2.75 3.48 22.26 24.36 14.5 15.21
Equity: Contra 0.14 1.4 14.53 5.79 3.17 3.28 24.52 27.29 15.9 15.65
Equity: Focused -0.06 0.68 14.68 6.24 3.19 3.16 19.38 21.0 13.39 15.71
Equity: Thematic-ESG -0.15 0.62 13.98 4.9 3.21 2.94 17.8 18.15 12.4 15.46
Equity: Large Cap -0.03 0.89 12.87 6.95 4.75 2.78 18.07 19.67 12.15 14.01
Equity: Mid Cap -0.52 0.61 19.06 5.47 1.05 2.65 25.27 28.42 15.98 19.08
Equity: Small Cap 0.33 1.64 20.6 3.7 -0.92 2.39 25.39 32.99 17.41 18.89
Equity: Flexi Cap -0.03 0.93 15.15 5.04 1.91 2.16 19.9 22.0 13.68 15.93
Equity: ELSS -0.01 0.73 15.21 5.46 2.31 2.04 20.44 22.44 13.69 15.23
Equity: Thematic-Business-Cycle 0.02 1.01 16.15 5.12 1.35 1.81 22.86 27.48 13.43 13.35
Equity: Thematic-Consumption -0.06 0.76 10.11 1.68 -0.22 1.56 18.87 21.62 14.48 12.6
Equity: Thematic-Others -0.15 0.83 15.79 6.25 3.49 1.44 21.93 25.39 13.86 14.03
Equity: Value 0.23 0.95 15.11 5.62 2.64 1.27 23.66 25.69 14.86 15.94
Equity: Dividend Yield 0.14 0.83 13.56 5.36 3.08 0.2 22.82 25.27 14.47 15.08
Equity: Thematic-Special-Opportunities 0.14 0.82 17.81 3.41 -0.6 0.08 20.52 - - 6.53
Equity: Thematic-Multi-Sector -1.27 0.03 4.72 -12.75 -21.16 - - - - -20.64
Equity: Thematic-Quantitative -0.16 0.62 14.38 5.03 2.11 -1.48 21.86 19.94 13.76 11.15
Equity: Thematic-Energy 0.44 1.5 15.24 10.49 7.66 -2.58 23.5 25.93 17.15 10.0
Equity: Thematic-Manufacturing 0.11 1.43 20.02 5.69 1.95 -2.7 25.44 27.25 14.34 11.42
Equity: Sectoral-FMCG 2.5 0.79 4.38 0.39 2.14 -2.91 10.82 15.19 11.88 15.92
Equity: Thematic-Transportation 0.33 2.62 20.5 7.14 5.58 -2.99 22.9 27.05 12.03 16.62
Equity: Thematic-MNC 0.2 0.81 14.39 1.69 -0.07 -4.34 14.15 16.89 9.79 13.08
Equity: Thematic-Active-Momentum -0.14 0.79 15.13 -1.69 -5.14 -4.48 - - - 12.83
Equity: Sectoral-Infrastructure 0.28 1.01 18.22 6.87 1.86 -4.85 29.94 32.03 15.27 12.72
Equity: Thematic-PSU 0.06 -0.57 13.11 10.05 5.74 -7.71 36.5 30.41 14.8 15.64