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 (%)
Equity: Thematic-International 0.46 2.63 10.31 13.31 2.16 20.66 12.58 8.5 8.1 10.38
Equity: Sectoral-Banking and Financial Services -2.08 -1.44 7.18 10.67 -1.25 19.3 15.89 9.62 14.23 14.49
Fund of Funds-Overseas 0.99 2.72 9.2 10.53 1.15 18.48 9.01 6.53 5.33 6.38
Equity: Focused -0.55 1.41 5.69 10.7 1.61 15.56 12.21 8.07 10.92 11.61
Equity: Thematic-PSU -0.29 3.84 2.1 6.54 2.58 14.41 1.27 3.4 6.7 2.05
Equity: Large and Mid Cap 0.06 3.37 7.23 11.9 3.02 14.21 11.19 8.15 11.2 13.22
Debt: Gilt Fund with 10 year constant duration 0.59 0.61 1.72 2.51 0.44 13.8 8.57 9.2 9.07 8.54
Equity: Large Cap -0.87 0.33 4.63 8.49 0.88 13.32 11.9 7.26 10.79 12.58
Equity: Multi Cap -0.49 1.85 5.54 10.33 1.92 13.15 11.18 7.51 11.63 13.36
Equity: Thematic-Consumption 0.15 3.94 3.79 15.41 3.49 12.94 13.7 9.52 13.08 13.36
Debt: Long Duration 0.53 0.4 1.76 1.57 0.3 12.62 6.96 7.82 8.07 10.81
Fund of Funds-Domestic 0.17 2.21 3.79 7.72 1.45 12.25 7.97 6.75 8.64 8.22
Equity: ELSS -0.54 1.87 5.54 9.78 1.86 12.06 11.15 7.74 11.67 12.77
Equity: Mid Cap 0.94 7.1 9.36 13.95 5.48 11.96 9.43 8.09 13.98 13.35
ETFs -0.79 0.88 4.25 7.47 0.7 11.77 10.89 7.79 9.44 7.81
Index Fund -1.05 0.35 4.98 7.83 0.82 11.66 12.79 7.03 9.38 10.26
Childrens Fund -0.42 1.36 4.79 9.16 1.51 11.63 9.38 7.11 10.16 10.44
Debt: Gilt 0.42 0.39 1.2 1.86 0.28 11.58 6.19 7.6 8.32 7.96
Equity: Thematic-Energy -1.68 1.88 3.53 7.82 0.81 11.38 5.72 11.84 9.47 10.85
Hybrid: Multi Asset Allocation -0.1 1.77 4.02 7.24 1.26 11.33 7.5 6.3 9.36 10.26
Equity: Sectoral-Technology 1.34 4.76 13.08 8.3 5.84 11.01 17.87 8.81 13.32 13.26
Hybrid: Aggressive -0.52 1.26 4.52 8.13 1.33 10.68 8.64 6.76 10.17 11.1
Equity: Sectoral-Infrastructure 0.36 5.92 6.05 5.2 4.69 10.13 6.39 4.51 6.18 8.24
Debt: Banking and PSU 0.28 0.73 1.99 4.28 0.62 10.06 7.36 7.97 7.78 7.61
Equity: Thematic-Others -0.42 2.9 4.95 9.37 2.57 9.98 8.13 6.23 10.85 10.37
Equity: Contra 0.06 3.09 6.58 8.82 3.03 9.71 11.65 7.52 10.34 13.25
Equity: Small Cap 0.83 8.86 9.57 11.97 6.96 9.21 7.61 8.0 12.86 12.22
Hybrid: Dynamic Asset Allocation -0.28 0.6 3.12 6.09 0.8 8.53 8.35 6.4 10.16 8.68
Retirement Fund -0.12 1.14 3.37 4.88 1.1 8.4 8.01 7.95 8.38 7.76
Debt: Floater 0.16 0.6 1.75 3.84 0.49 8.38 7.19 7.7 7.98 7.27
Debt: Corporate Bond 0.26 0.74 1.96 4.27 0.63 8.34 6.49 7.37 7.62 7.77
Equity: Dividend Yield -0.41 3.68 5.44 8.36 2.97 8.18 8.26 5.65 9.96 12.67
Hybrid: Equity Savings -0.2 0.86 2.83 4.74 0.87 7.96 6.53 6.32 7.27 6.76
Debt: Dynamic Bond 0.3 0.41 1.07 2.16 0.27 7.78 5.31 6.82 7.96 7.61
Debt: Medium to Long Duration 0.04 0.31 0.88 1.86 0.08 7.72 4.73 6.2 7.33 8.17
Debt: Money Market 0.11 0.45 1.41 3.35 0.35 7.46 7.0 7.36 7.85 7.07
Equity: Sectoral-Pharma and Healthcare 0.95 5.36 10.08 12.89 4.31 7.27 2.2 1.24 12.9 10.13
Debt: Ultra Short Duration 0.12 0.35 1.26 3.31 0.24 6.97 6.53 7.23 7.91 6.77
Equity: Value -0.34 2.99 6.0 6.75 2.63 6.89 7.99 6.96 11.36 11.76
Equity: Thematic-MNC -0.08 2.22 2.77 11.21 1.92 6.54 10.48 7.24 15.51 14.08
Hybrid: Conservative -0.35 0.42 1.96 4.02 0.37 6.39 5.44 6.1 7.83 8.35
Debt: Liquid 0.1 0.4 1.24 2.66 0.3 6.05 6.4 6.89 7.37 6.91
Hybrid: Arbitrage 0.09 0.4 1.15 2.53 0.38 5.83 5.76 6.3 7.11 6.2
Debt: Overnight 0.09 0.39 1.18 2.46 0.29 5.44 5.59 6.27 54.01 3.91
Debt: Medium Duration 0.25 0.43 1.08 2.55 0.28 4.84 5.28 6.67 7.63 7.51
Debt: Short Duration 0.23 0.51 1.25 2.95 0.42 4.48 5.31 6.65 7.47 7.24
Debt: Low Duration 0.21 0.41 1.1 2.58 0.32 1.56 4.93 6.04 6.92 6.72
Debt: Credit Risk -0.27 -0.07 0.6 1.38 -0.13 -0.08 3.46 6.31 7.25 6.49