Mutual Fund Category Monitor

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 (%)
Debt: Gilt Fund with 10 year constant duration -0.84 -0.34 2.27 8.74 9.7 17.66 9.18 10.46 8.85 8.55
Debt: Long Duration -1.31 -1.24 0.52 7.78 8.55 16.46 7.67 9.24 7.92 11.01
Debt: Gilt -0.75 -0.43 1.74 7.32 8.63 14.01 7.11 9.26 8.16 8.04
Debt: Banking and PSU -0.28 0.45 2.32 4.99 7.15 10.33 7.41 8.1 7.44 7.71
Debt: Medium to Long Duration -0.55 -0.14 1.61 4.18 5.55 9.48 5.48 7.59 7.31 8.21
Debt: Dynamic Bond -0.53 -0.05 1.59 4.17 5.6 9.34 6.11 8.07 7.94 7.6
Debt: Floater -0.04 0.57 2.07 4.23 6.11 8.49 7.22 7.79 7.86 7.07
Fund of Funds-Domestic 0.36 1.05 2.86 5.51 7.31 7.88 5.99 7.12 8.64 8.08
Debt: Money Market 0.03 0.59 2.09 3.99 5.79 7.87 7.08 7.53 16.34 6.92
Equity: Sectoral-Banking and Financial Services 3.01 3.44 -4.61 0.67 6.95 7.53 10.53 11.98 13.76 14.03
Debt: Liquid 0.09 0.45 1.48 3.2 4.74 6.68 6.56 7.11 9.95 6.89
Debt: Corporate Bond -0.27 0.42 2.38 1.6 3.52 6.46 5.52 6.97 6.96 7.31
Hybrid: Arbitrage 0.08 0.3 1.42 3.21 4.4 6.02 5.84 6.48 7.07 6.28
Debt: Overnight 0.1 0.43 1.34 2.81 4.17 5.85 5.81 6.53 7.01 3.17
Debt: Medium Duration -0.32 0.2 1.84 1.42 2.98 5.59 5.86 7.54 7.58 7.59
ETFs 1.69 2.69 -0.55 1.72 5.7 4.62 8.4 7.17 8.89 5.79
Debt: Ultra Short Duration 0.06 -1.39 0.15 1.33 2.99 4.57 5.7 6.85 9.06 6.84
Debt: Short Duration -0.69 -0.57 0.68 0.05 1.81 4.35 5.33 6.83 7.28 7.09
Hybrid: Conservative 0.34 0.96 -0.16 0.85 2.84 4.12 4.99 6.92 7.72 8.31
Hybrid: Multi Asset Allocation 1.16 2.26 0.42 2.57 4.66 3.76 5.55 6.56 9.36 10.01
Hybrid: Equity Savings 0.83 1.47 -0.42 1.37 3.55 3.19 5.4 6.31 7.12 5.64
Debt: Low Duration 0.01 0.11 1.51 -1.53 0.22 2.56 5.2 6.28 8.85 6.73
Hybrid: Dynamic Asset Allocation 1.15 1.71 -0.77 0.86 2.9 2.45 6.16 7.0 10.16 7.58
Retirement Fund 0.78 1.64 -1.33 0.45 2.35 2.37 6.34 8.92 8.28 6.86
Equity: Thematic-Consumption 4.38 6.19 1.4 0.87 1.08 1.99 8.95 10.41 13.0 11.23
Fund of Funds-Overseas -0.05 2.45 2.48 5.98 16.38 1.1 7.22 3.75 4.86 5.43
Equity: Thematic-International -0.09 2.34 3.26 6.26 16.83 1.09 10.99 7.63 8.55 9.51
Equity: Large Cap 2.16 3.13 -3.26 -0.13 4.12 1.0 7.43 7.86 10.32 12.0
Debt: Credit Risk -0.33 -0.33 -0.75 -2.4 -1.13 0.78 4.16 6.93 7.1 6.57
Childrens Fund 1.74 3.07 -1.58 -0.17 2.99 0.64 6.24 7.34 10.12 9.18
Hybrid: Aggressive 1.66 2.75 -1.85 -0.44 2.55 0.63 5.96 7.48 10.02 9.69
Equity: Focused 2.58 4.09 -2.56 0.21 4.32 0.48 7.65 8.54 10.93 9.63
Equity: Multi Cap 2.39 3.89 -2.37 -0.6 2.93 -0.21 7.05 8.31 11.53 11.74
Index Fund 2.07 3.08 -3.26 -1.89 2.81 -0.74 8.75 7.19 8.6 8.64
Equity: Thematic-PSU 0.57 5.48 -5.72 -2.15 1.16 -0.77 1.26 3.15 - 2.73
Equity: Large and Mid Cap 2.54 4.15 -2.21 -0.68 1.92 -1.49 6.99 8.68 10.98 13.24
Equity: ELSS 2.42 3.82 -2.99 -1.27 1.59 -1.55 7.12 8.17 11.28 11.86
Equity: Sectoral-Technology -1.2 0.88 -0.57 0.38 7.75 -1.87 14.96 8.83 13.88 13.01
Equity: Thematic-MNC 3.04 5.83 1.82 0.03 -1.71 -2.91 6.01 10.01 16.17 12.87
Equity: Contra 1.5 3.54 -4.37 -4.28 -0.3 -3.76 7.35 8.43 10.28 12.92
Equity: Sectoral-Infrastructure 2.21 3.73 -6.8 -4.52 -1.09 -4.37 4.02 5.37 5.87 7.79
Equity: Thematic-Others 2.25 4.3 -2.05 -1.42 1.27 -4.82 4.78 6.63 11.02 8.14
Equity: Mid Cap 3.07 5.07 -2.02 -2.76 -1.8 -4.88 4.8 8.72 14.27 12.36
Equity: Dividend Yield 0.82 3.8 -2.39 -2.74 -0.62 -6.42 5.7 5.91 10.21 11.06
Equity: Value 1.71 3.27 -5.01 -5.23 -2.72 -7.14 4.79 7.78 11.41 10.53
Equity: Thematic-Energy 1.81 7.24 -4.45 -3.93 -0.69 -8.62 5.75 10.24 9.71 9.7
Equity: Small Cap 1.72 4.48 -4.52 -6.02 -4.24 -10.02 3.66 8.66 13.15 7.97
Equity: Sectoral-Pharma and Healthcare 0.28 3.7 3.93 -2.55 -1.36 -10.37 -4.31 1.46 14.03 5.05