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 (%)
Debt: Credit Risk 0.25 0.17 -0.1 1.16 1.07 7.12 5.13 4.91 7.4 6.86
Fund of Funds-Domestic-Gold -0.88 -0.86 -1.94 4.78 5.13 6.64 12.94 10.63 3.97 5.62
Equity: Thematic-Consumption 3.79 -0.87 -2.98 -4.29 -6.43 4.65 13.95 10.81 15.22 11.6
Hybrid: Conservative 0.77 -0.3 -0.58 0.04 -0.51 4.63 7.11 5.64 8.27 7.34
Debt: Low Duration 0.13 0.27 0.41 2.07 1.98 4.57 5.68 5.36 6.97 5.93
Equity: Sectoral-Infrastructure 1.05 -4.2 -7.23 -8.33 -10.22 4.24 12.67 8.21 11.89 9.09
Debt: Ultra Short Duration 0.12 0.36 0.71 1.72 1.64 3.76 4.98 5.55 7.21 5.99
Debt: Short Duration 0.21 0.16 0.07 1.04 0.95 3.64 5.78 5.49 7.19 6.52
Debt: Liquid 0.1 0.38 0.97 1.81 1.76 3.43 3.95 5.12 6.57 6.18
Debt: Overnight 0.09 0.36 0.98 1.79 1.75 3.38 3.59 4.45 6.09 3.94
Debt: Money Market 0.12 0.37 0.67 1.6 1.52 3.34 4.88 5.76 7.06 6.12
Equity: Contra 2.28 -2.08 -6.32 -7.03 -8.85 3.32 15.53 12.17 15.01 13.82
Equity: Small Cap 1.85 -3.49 -9.84 -11.58 -14.28 3.3 22.42 11.78 18.31 16.35
Debt: Medium Duration 0.35 0.05 -1.2 -0.3 -0.36 3.23 4.9 4.67 7.29 5.67
Hybrid: Arbitrage 0.06 0.17 0.79 1.51 1.53 3.14 3.9 4.68 6.23 5.17
Debt: Dynamic Bond 0.32 0.1 -0.52 0.49 0.45 3.13 5.6 5.38 7.44 6.21
Debt: Floater 0.11 0.09 0.22 1.01 0.91 2.82 5.85 6.34 7.46 5.52
Hybrid: Multi Asset Allocation 1.22 -1.85 -5.67 -4.63 -5.61 2.75 11.48 8.79 9.88 10.45
Fund of Funds-Domestic-Debt 0.29 -0.48 -1.75 -0.29 -0.41 2.5 6.32 6.38 7.74 5.57
Debt: Banking and PSU 0.24 0.15 -0.39 0.37 0.3 2.33 6.23 6.47 7.3 6.51
Debt: Corporate Bond 0.23 0.13 -0.79 0.1 0.03 2.14 6.37 6.44 7.66 5.64
Childrens Fund 1.9 -1.95 -7.62 -8.97 -10.56 1.95 9.99 8.53 11.78 14.52
Hybrid: Equity Savings 0.9 -0.76 -2.73 -2.39 -3.11 1.88 7.13 6.26 7.57 6.97
Fund of Funds-Domestic-Hybrid 1.41 -1.03 -4.43 -4.18 -5.19 1.85 7.78 6.76 9.64 9.35
Equity: Dividend Yield 1.84 -3.11 -9.6 -8.77 -10.76 1.68 14.57 9.97 12.76 12.32
Debt: Medium to Long Duration 0.46 -0.06 -0.95 -0.87 -0.93 1.5 5.17 4.7 6.83 7.73
Debt: Gilt 0.34 -0.01 -0.8 -0.84 -0.9 0.96 5.42 5.5 7.87 7.54
Equity: Mid Cap 2.17 -2.43 -8.7 -10.43 -12.68 0.83 17.34 10.79 17.63 13.94
Equity: Multi Cap 2.23 -2.59 -9.07 -10.02 -11.82 0.68 14.33 11.55 15.81 4.82
Hybrid: Dynamic Asset Allocation 1.33 -1.29 -4.07 -4.55 -5.29 0.33 8.17 6.83 11.12 6.14
Equity: Large and Mid Cap 2.47 -2.24 -8.97 -10.44 -12.52 0.13 13.4 9.94 14.88 14.4
Retirement Fund 1.71 -0.98 -4.67 -5.76 -6.84 0.1 7.36 6.9 10.39 8.55
Hybrid: Aggressive 1.88 -1.82 -6.82 -7.34 -8.94 -0.27 10.34 8.47 12.56 10.07
Equity: Thematic-PSU -0.13 -5.44 -8.83 -2.57 -3.98 -0.39 7.42 3.32 6.97 6.7
Equity: Value 2.23 -2.94 -8.87 -8.66 -10.58 -0.41 12.09 8.46 15.01 7.92
ETFs 2.26 -1.36 -7.52 -6.76 -8.6 -0.48 10.25 9.27 8.93 3.27
Equity: Thematic-Others 2.22 -3.02 -9.1 -9.48 -11.47 -0.62 14.17 9.14 13.5 9.56
Equity: Focused 2.71 -1.99 -8.32 -10.18 -12.08 -0.87 11.88 9.72 14.37 11.57
Debt: Long Duration 0.99 -0.13 -2.48 -2.76 -2.73 -0.96 4.55 5.19 7.47 8.19
Equity: ELSS 2.6 -2.29 -8.65 -9.71 -11.71 -1.22 11.72 9.34 14.37 12.36
Equity: Sectoral-Technology 3.47 -1.8 -19.48 -23.17 -24.82 -1.33 25.27 24.01 19.28 16.02
Index Fund 2.17 -2.12 -8.21 -9.08 -10.73 -1.71 10.89 10.38 12.24 2.13
Debt: Gilt Fund with 10 year constant duration 0.89 0.03 -2.31 -3.06 -3.14 -1.82 5.3 6.53 8.82 7.49
Equity: Thematic-MNC 2.71 -1.1 -5.69 -9.67 -11.9 -1.82 12.61 7.77 14.91 16.52
Equity: Large Cap 2.74 -2.15 -8.43 -9.6 -11.46 -1.83 10.05 9.05 12.72 11.52
Equity: Flexi Cap 2.66 -2.35 -9.56 -10.77 -12.82 -2.05 12.03 9.81 13.85 10.28
Fund of Funds-Domestic-Equity 2.8 -1.44 -8.43 -9.9 -11.28 -2.74 13.31 9.25 11.01 12.52
Equity: Sectoral-Banking and Financial Services 2.97 -1.37 -6.34 -6.88 -8.42 -6.2 3.72 5.84 12.29 8.57
Equity: Thematic-Energy -1.85 -10.41 -19.53 -13.3 -13.8 -7.67 16.21 10.46 14.01 12.93
Equity: Sectoral-Pharma and Healthcare 2.89 -2.39 -10.36 -11.8 -16.21 -10.28 23.06 12.24 14.89 12.85
Equity: Thematic-International 3.83 -1.45 -10.25 -14.05 -13.84 -12.75 8.62 9.06 9.09 8.6
Fund of Funds-Overseas 2.71 -1.89 -12.87 -17.25 -17.21 -17.05 5.87 6.68 4.83 -2.42