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: Thematic-PSU -6.37 -6.38 14.32 36.57 11.2 78.03 37.37 23.34 16.48 18.85
Equity: Sectoral-Infrastructure -3.48 -2.11 7.61 21.98 5.89 56.58 30.79 22.51 18.73 12.57
Equity: Sectoral-Pharma and Healthcare -2.06 -3.27 10.81 19.38 7.42 55.82 19.14 22.6 15.4 16.85
Equity: Thematic-Manufacturing -3.01 -1.39 10.28 21.27 7.53 52.92 29.17 23.14 - 22.21
Equity: Value -2.96 -2.61 5.05 16.56 3.57 45.06 21.96 17.86 18.29 17.12
Equity: Mid Cap -3.34 -3.92 2.03 12.72 1.16 44.94 22.69 20.76 19.98 19.59
Equity: Contra -3.32 -2.55 5.25 16.34 3.45 44.03 22.89 20.27 18.17 15.52
Equity: Small Cap -3.16 -6.27 -1.36 9.46 -2.14 43.11 26.53 23.85 21.69 18.69
Equity: Multi Cap -2.87 -3.35 2.79 13.1 1.83 43.02 22.45 19.97 18.05 19.03
Equity: Dividend Yield -3.19 -2.7 5.35 17.02 3.8 42.29 23.84 19.46 16.21 19.24
Equity: Thematic-Quantitative -2.63 -1.77 5.66 17.33 3.86 42.2 16.08 18.62 14.45 19.12
Equity: Thematic-Others -2.65 -1.77 5.09 14.79 3.67 41.56 20.3 18.96 16.7 21.28
Equity: Sectoral-Technology -0.36 -1.83 5.24 14.85 5.35 40.46 18.28 23.9 18.46 16.71
Equity: Large and Mid Cap -2.79 -2.29 3.45 12.96 2.27 40.19 20.0 17.98 17.14 15.0
Equity: Flexi Cap -2.37 -1.87 3.38 12.44 2.13 37.97 18.01 16.36 16.32 16.93
Equity: Thematic-Energy -4.34 -4.08 5.99 15.94 2.77 37.4 21.06 20.46 19.96 9.33
Equity: ELSS -2.28 -1.73 3.41 12.51 2.23 37.28 18.45 16.48 16.36 15.87
Equity: Focused -2.03 -1.08 3.58 12.02 2.49 36.52 17.41 16.16 16.11 15.53
Equity: Thematic-Consumption -1.68 -1.55 2.69 10.44 0.23 35.76 19.73 16.57 16.58 13.79
Equity: Large Cap -1.89 -0.21 4.77 12.81 3.33 35.27 16.2 14.96 14.4 14.49
Fund of Funds-Domestic-Equity -1.93 -0.28 5.16 12.73 3.42 35.17 16.05 16.05 13.95 12.79
Equity: Thematic-ESG -1.95 -1.03 3.27 10.95 2.09 34.61 15.99 14.65 14.57 17.88
Hybrid: Aggressive -1.72 -0.59 3.64 10.44 2.7 29.62 15.59 14.11 13.86 13.28
Equity: Sectoral-Banking and Financial Services -2.54 -2.62 -2.04 6.76 -1.63 28.46 13.97 11.99 15.36 13.77
Hybrid: Multi Asset Allocation -1.39 0.26 4.31 10.87 3.24 27.98 16.15 16.29 12.59 10.21
Childrens Fund -1.65 -1.57 1.12 7.03 0.11 27.63 14.84 12.72 13.45 13.0
Equity: Thematic-MNC -1.14 -2.54 1.68 4.24 -0.97 27.19 13.13 11.77 15.3 17.92
Index Fund -1.53 -0.92 3.48 10.21 2.55 26.72 17.71 14.86 13.59 14.08
Fund of Funds-Domestic-Hybrid -1.44 -0.04 3.24 8.95 2.23 24.87 13.7 12.21 11.81 12.52
Retirement Fund -1.18 -0.53 2.73 8.05 1.84 24.55 12.04 10.67 11.39 11.76
Fund of Funds-Overseas -0.48 1.74 5.0 10.44 3.08 24.37 3.59 9.05 6.24 7.97
ETFs -1.52 -1.23 1.12 4.94 -0.05 24.32 13.36 14.04 11.18 9.71
Hybrid: Dynamic Asset Allocation -1.35 -0.61 3.27 9.27 2.38 23.66 11.64 11.31 11.66 11.15
Equity: Thematic-International -0.17 2.0 6.04 9.64 3.83 20.6 4.49 10.65 9.32 10.02
Equity: Sectoral-FMCG -0.58 0.69 -2.25 0.13 -5.4 17.06 18.1 13.53 14.13 16.44
Hybrid: Equity Savings -0.7 -0.12 2.14 5.94 1.69 16.36 9.16 8.78 8.25 8.1
Hybrid: Conservative -0.5 0.15 2.24 5.35 1.86 13.26 8.94 7.95 8.61 8.64
Fund of Funds-Domestic-Debt -0.34 0.39 2.71 5.66 2.26 12.53 9.98 10.1 8.06 7.52
Fund of Funds-Domestic-Gold -0.75 5.81 5.44 9.9 3.27 11.36 11.95 14.2 6.62 7.52
Fund of Funds-Domestic-Gold and Silver 0.77 5.6 3.05 6.8 2.33 11.3 - - - 19.3
Fund of Funds-Domestic-Silver 1.02 3.8 -0.43 1.82 0.2 9.6 - - - 6.97
Debt: Long Duration -0.49 0.33 3.37 4.71 3.47 9.05 5.04 6.93 7.68 8.86
Debt: Credit Risk 0.08 0.74 1.98 4.26 1.79 8.55 9.64 4.96 6.6 6.43
Debt: Gilt Fund with 10 year constant duration -0.36 0.59 2.18 3.84 2.1 8.38 4.94 7.17 8.55 7.45
Debt: Gilt -0.38 0.45 2.43 4.05 2.36 8.09 5.31 6.96 8.16 7.5
Debt: Dynamic Bond -0.27 0.53 2.37 3.88 2.26 7.83 5.56 6.34 7.49 6.79
Debt: Floater 0.14 0.73 1.92 3.43 1.69 7.75 5.65 6.43 7.2 6.47
Hybrid: Arbitrage 0.1 0.56 1.98 3.58 1.73 7.52 5.19 5.01 5.87 5.54
Debt: Medium to Long Duration -0.26 0.53 2.11 3.57 2.02 7.51 5.37 5.89 6.92 7.72
Debt: Medium Duration -0.03 0.65 1.97 3.53 1.79 7.48 6.25 5.64 7.56 6.63
Debt: Corporate Bond 0.03 0.71 1.93 3.46 1.73 7.39 5.31 6.59 7.48 6.8
Debt: Banking and PSU 0.03 0.7 1.96 3.51 1.75 7.34 5.31 6.55 7.25 6.55
Debt: Money Market 0.14 0.68 1.84 3.49 1.6 7.3 5.31 5.71 6.69 6.32
Debt: Liquid 0.14 0.59 1.81 3.53 1.54 7.13 5.22 5.04 6.3 6.4
Debt: Low Duration 0.12 0.65 1.78 3.32 1.55 7.11 5.44 5.51 6.64 6.49
Debt: Short Duration 0.01 0.65 1.81 3.4 1.62 7.1 5.57 5.92 6.94 6.74
Debt: Ultra Short Duration 0.13 0.64 1.76 3.34 1.53 6.94 5.18 5.43 6.52 6.08
Debt: Overnight 0.12 0.52 1.64 3.32 1.4 6.72 5.03 4.66 5.79 4.93