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 1.36 0.83 3.79 5.64 3.83 14.98 9.73 9.7 9.36 8.75
Debt: Long Duration 1.92 0.78 4.25 6.55 4.26 14.37 7.98 8.38 8.45 11.44
Debt: Gilt 1.59 0.93 3.6 5.15 3.63 12.72 7.58 8.17 8.63 8.11
Debt: Banking and PSU 2.99 0.34 2.28 4.58 2.28 9.5 7.74 8.0 7.84 7.74
Debt: Dynamic Bond 2.03 0.4 2.54 3.86 2.55 7.93 6.1 7.04 8.13 7.76
Debt: Floater 1.94 0.32 1.77 3.69 1.76 7.89 7.23 7.63 8.01 7.46
Debt: Corporate Bond 2.74 0.29 2.34 4.57 2.33 7.88 6.94 7.51 7.72 7.83
Debt: Medium to Long Duration 2.52 0.45 2.27 4.0 2.28 7.71 5.68 6.52 7.52 8.21
Debt: Money Market 1.2 0.52 1.45 3.02 1.44 6.98 6.98 7.29 7.93 6.89
Debt: Ultra Short Duration 1.07 0.47 1.3 2.81 1.29 6.51 6.48 7.12 7.94 6.67
Hybrid: Arbitrage 0.46 0.25 1.53 2.76 1.55 6.01 5.77 6.18 7.19 6.1
Debt: Liquid 0.4 0.51 1.32 2.6 1.3 5.74 6.42 6.75 7.43 6.92
Debt: Overnight 0.02 0.32 1.1 2.29 1.09 5.16 5.54 6.12 54.03 4.28
Debt: Short Duration 2.29 0.19 1.88 3.46 1.87 4.2 5.55 6.69 7.57 7.27
Debt: Medium Duration 2.56 -1.76 0.15 1.49 0.16 2.79 4.97 6.45 7.71 7.17
Fund of Funds-Domestic 4.61 -8.25 -7.59 -4.5 -7.64 1.37 4.2 5.3 6.98 5.05
Debt: Low Duration 1.54 -1.25 -0.29 1.14 -0.29 -0.3 4.33 5.65 6.75 6.5
Debt: Credit Risk 1.97 -2.09 -1.34 - -1.34 -2.5 2.71 5.08 7.08 6.13
Hybrid: Conservative 3.28 -5.62 -5.63 -3.3 -5.54 -2.58 2.67 4.67 7.03 7.73
Equity: Sectoral-Pharma and Healthcare 6.53 -8.58 -5.13 2.65 -5.05 -3.23 -2.45 -2.45 10.67 4.92
Equity: Thematic-International 11.26 -10.67 -16.45 -8.13 -16.29 -4.49 6.03 4.24 6.94 7.07
Hybrid: Equity Savings 4.07 -10.24 -11.54 -9.1 -11.39 -8.28 0.54 3.52 5.87 2.28
Fund of Funds-Overseas 11.66 -11.93 -19.72 -11.57 -19.67 -8.99 1.39 1.61 2.96 2.84
Retirement Fund 5.43 -12.02 -12.96 -10.84 -12.81 -10.38 0.21 3.82 7.48 0.42
Hybrid: Dynamic Asset Allocation 5.75 -13.24 -14.43 -11.55 -14.19 -10.69 0.44 2.86 7.71 2.19
Hybrid: Multi Asset Allocation 6.57 -15.74 -17.51 -14.43 -17.38 -12.02 -0.83 2.4 6.38 6.16
Equity: Thematic-MNC 9.13 -17.03 -18.62 -16.6 -18.45 -14.75 0.39 1.91 12.6 6.35
ETFs 8.36 -18.03 -21.36 -18.49 -21.17 -15.27 0.75 5.33 7.58 -4.74
Equity: Sectoral-Technology 8.97 -17.08 -18.39 -17.32 -17.92 -17.02 7.16 3.57 10.31 10.06
Childrens Fund 7.41 -18.73 -20.99 -17.32 -20.71 -17.23 -1.6 1.93 7.2 5.43
Hybrid: Aggressive 7.12 -18.55 -21.27 -17.69 -20.99 -17.7 -2.3 1.58 7.03 5.5
Equity: Thematic-Consumption 8.64 -21.82 -22.52 -19.69 -22.16 -19.09 -1.41 3.47 8.33 4.84
Equity: Thematic-PSU 10.58 -19.58 -22.19 -18.42 -22.28 -20.85 -9.55 -0.87 4.08 -8.5
Equity: Focused 8.99 -23.33 -26.75 -22.3 -26.4 -21.61 -2.48 1.75 7.27 1.31
Equity: Large Cap 8.45 -22.46 -26.88 -22.75 -26.45 -21.95 -2.27 0.82 6.84 8.84
Equity: Multi Cap 7.05 -24.33 -26.72 -23.02 -26.47 -23.18 -4.0 0.7 7.25 6.69
Equity: Dividend Yield 9.38 -19.93 -24.18 -21.81 -24.07 -23.74 -5.37 0.23 6.25 6.27
Equity: Large and Mid Cap 8.25 -25.08 -27.1 -23.19 -26.88 -23.79 -4.27 1.09 7.2 5.45
Equity: Thematic-Others 7.74 -21.86 -26.35 -22.89 -26.12 -24.08 -5.07 -0.24 7.13 -4.45
Equity: ELSS 8.58 -23.95 -27.18 -23.3 -26.89 -24.22 -3.84 0.77 7.44 7.28
Equity: Mid Cap 6.49 -25.88 -24.41 -21.08 -24.42 -24.45 -5.73 0.76 9.48 7.04
Index Fund 10.03 -23.35 -29.37 -25.12 -28.93 -25.77 -2.38 0.66 5.2 -2.57
Equity: Contra 8.51 -24.55 -27.34 -24.35 -27.08 -27.44 -3.73 0.46 6.39 10.33
Equity: Thematic-Energy 0.25 -25.63 -31.21 -27.39 -31.24 -30.11 -9.35 1.69 3.24 3.91
Equity: Small Cap 7.05 -28.52 -26.88 -24.98 -27.07 -30.6 -10.78 -0.78 7.62 -1.63
Equity: Value 8.37 -25.43 -30.12 -27.12 -29.93 -31.31 -8.38 -0.83 6.75 4.65
Equity: Sectoral-Banking and Financial Services 8.08 -34.16 -38.96 -32.43 -38.61 -32.26 -5.23 0.88 7.4 4.32
Equity: Sectoral-Infrastructure 7.84 -27.4 -30.43 -29.49 -30.57 -32.39 -10.09 -3.21 1.43 4.34