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: Sectoral-Banking and Financial Services 0.04 7.6 10.91 9.65 13.57 20.59 13.37 11.66 13.46 14.18
Debt: Gilt Fund with 10 year constant duration -0.08 0.53 0.79 8.82 11.24 15.37 8.93 9.85 8.97 8.58
Debt: Long Duration -0.1 0.54 -0.07 8.16 10.36 14.78 7.31 8.7 8.0 11.1
Debt: Gilt -0.09 0.47 0.58 7.35 9.93 12.9 6.78 8.7 8.31 7.99
Equity: Thematic-Consumption -0.76 4.39 12.49 10.7 6.18 12.89 12.74 10.46 13.15 12.47
Equity: Thematic-International 1.04 6.37 8.76 9.61 22.47 12.85 13.49 8.54 9.01 10.68
Equity: Focused -0.74 4.82 10.22 8.14 9.4 12.34 10.91 8.96 11.02 11.08
Equity: Large Cap -0.94 4.48 8.83 7.91 8.96 11.96 10.9 8.1 10.55 12.55
Fund of Funds-Domestic -0.36 1.63 2.88 8.18 9.27 11.09 6.96 7.27 8.61 8.28
Equity: Thematic-PSU -1.95 8.12 13.52 10.52 8.93 10.98 2.46 4.2 - 3.47
ETFs -0.89 4.3 6.59 7.76 8.57 10.97 9.85 8.11 8.99 7.05
Debt: Banking and PSU 0.05 1.08 2.11 6.24 8.91 10.74 7.45 8.07 7.62 7.53
Index Fund -1.0 5.41 8.87 7.11 7.74 10.59 12.55 7.57 9.11 9.63
Equity: Multi Cap -0.73 4.34 9.1 7.29 7.28 10.29 9.8 8.3 11.55 12.8
Childrens Fund -0.54 3.73 7.51 6.79 6.7 9.62 8.27 7.45 10.21 9.93
Hybrid: Multi Asset Allocation -0.74 2.72 5.01 7.09 7.19 9.17 6.74 6.78 9.27 10.15
Equity: Large and Mid Cap -0.59 4.64 9.45 7.62 6.15 9.14 9.54 8.64 11.02 13.31
Equity: ELSS -0.84 4.66 8.96 6.93 5.89 8.99 9.88 8.38 11.37 12.15
Debt: Dynamic Bond -0.01 0.62 1.03 4.7 6.78 8.91 5.82 7.66 7.99 7.66
Debt: Floater 0.11 0.76 1.95 4.52 7.53 8.83 7.26 7.77 7.93 7.24
Debt: Medium to Long Duration -0.04 0.25 0.57 4.43 6.4 8.6 5.09 7.03 7.32 8.2
Hybrid: Aggressive -0.61 3.55 6.89 5.91 6.15 8.52 7.76 7.43 10.18 10.66
Fund of Funds-Overseas 0.52 4.04 5.35 8.64 19.23 8.31 9.44 5.23 5.05 5.69
Debt: Money Market 0.12 0.59 1.76 3.98 6.9 8.11 7.09 7.48 16.38 7.03
Hybrid: Dynamic Asset Allocation -0.33 2.76 5.18 4.91 5.91 7.59 8.0 6.95 10.17 8.65
Equity: Thematic-MNC -1.38 3.37 9.91 8.01 2.37 7.45 9.49 9.68 16.01 13.2
Debt: Ultra Short Duration 0.12 0.51 1.82 3.76 6.51 7.43 6.7 7.38 9.54 6.9
Retirement Fund -0.55 2.35 4.28 4.34 4.86 7.24 7.54 8.83 8.32 7.67
Debt: Corporate Bond 0.08 1.05 2.09 2.52 5.18 6.95 5.5 6.81 7.07 7.53
Hybrid: Equity Savings -0.32 2.06 3.7 4.18 5.5 6.7 6.24 6.47 7.22 6.3
Hybrid: Conservative -0.11 1.59 2.96 3.37 4.78 6.65 5.45 6.74 7.81 8.37
Debt: Liquid 0.1 0.43 1.34 2.99 5.51 6.51 6.51 7.02 9.92 6.91
Hybrid: Arbitrage 0.17 0.48 1.32 3.01 5.39 6.09 5.82 6.44 7.09 6.21
Debt: Medium Duration 0.04 0.78 1.38 2.29 4.18 5.74 5.66 7.22 7.61 7.6
Debt: Overnight 0.09 0.4 1.24 2.65 4.87 5.67 5.7 6.41 7.04 3.5
Debt: Short Duration 0.07 0.6 1.2 1.42 3.93 5.53 5.61 6.92 7.48 7.23
Equity: Thematic-Others -1.17 3.78 8.8 5.37 4.75 5.24 7.31 6.63 11.08 8.96
Equity: Contra -1.04 4.11 7.43 3.05 2.64 5.19 9.72 8.09 10.35 13.01
Equity: Mid Cap -0.06 4.19 8.73 4.96 1.04 4.33 6.83 8.36 14.01 12.72
Equity: Thematic-Energy -1.94 5.17 13.29 4.77 5.01 3.89 6.42 11.15 10.22 10.43
Equity: Sectoral-Technology -1.22 -2.47 0.09 -0.6 5.39 3.55 16.69 7.88 13.4 12.51
Debt: Low Duration 0.1 0.59 1.17 -1.25 1.4 2.7 5.19 6.23 8.88 6.75
Equity: Sectoral-Infrastructure -1.04 3.15 5.82 2.44 0.55 2.46 5.28 4.98 6.0 7.84
Equity: Dividend Yield -1.61 3.48 7.51 3.12 2.03 2.28 7.31 5.83 10.07 11.72
Debt: Credit Risk 0.11 0.55 0.59 -1.46 0.03 1.28 3.98 6.75 7.22 6.63
Equity: Value -1.1 4.22 6.82 2.28 -0.15 1.24 6.7 7.6 11.27 11.04
Equity: Small Cap -0.5 3.85 7.65 1.13 -1.82 -0.2 5.16 8.31 12.76 9.06
Equity: Sectoral-Pharma and Healthcare -1.76 5.21 4.24 2.75 -0.43 -3.09 -2.33 0.43 12.88 5.6