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: Sectoral-Technology -2.24 -1.12 15.93 35.36 3.6 55.53 23.99 20.81 17.02 16.13
Equity: Sectoral-Pharma and Healthcare -2.28 -4.13 3.23 9.13 -4.15 49.89 17.04 9.71 15.88 21.61
Equity: Thematic-Energy 2.08 11.66 21.82 32.19 13.62 47.78 8.49 19.52 12.21 14.08
Equity: Small Cap 0.57 9.65 21.89 32.9 11.3 37.11 5.9 16.57 15.88 18.66
Equity: Contra -1.56 6.01 19.3 32.33 9.26 33.28 10.54 17.4 13.57 14.16
Equity: Mid Cap 0.41 7.9 18.88 30.12 10.12 30.49 9.38 16.99 16.04 19.1
Equity: Thematic-Others -1.01 4.61 15.67 25.91 7.17 30.29 7.29 13.66 12.5 15.46
Equity: Value -1.44 5.8 17.04 29.42 8.9 28.35 5.74 15.31 13.61 13.06
Equity: Sectoral-Infrastructure 0.01 12.56 26.46 34.27 15.62 27.55 2.98 13.9 8.79 8.64
Equity: Dividend Yield -0.98 3.52 14.27 22.1 5.3 27.47 6.38 15.05 11.09 13.02
Equity: Thematic-International -1.98 0.68 6.37 15.6 3.76 26.52 13.38 14.62 10.96 10.76
Fund of Funds-Overseas -2.95 -1.33 7.27 14.85 2.68 26.23 10.29 12.44 6.57 9.03
Index Fund -2.29 3.22 13.07 26.11 5.05 25.44 10.65 15.8 10.97 17.07
Equity: ELSS -1.87 4.21 14.58 26.12 6.31 23.9 8.71 15.99 13.36 14.17
Equity: Multi Cap -0.84 6.52 17.01 27.62 8.49 23.71 8.34 15.33 13.26 15.18
Equity: Large and Mid Cap -1.09 5.51 15.74 26.95 7.63 23.69 8.89 16.28 13.68 16.17
Equity: Focused -2.25 3.99 14.58 25.93 6.24 23.5 9.86 16.63 12.84 15.46
Equity: Flexi Cap -2.08 3.52 13.33 25.47 5.37 22.77 10.52 16.27 13.17 15.44
Equity: Thematic-MNC -0.22 2.65 11.37 16.38 3.6 22.08 6.64 11.89 16.01 18.32
Equity: Large Cap -2.52 2.77 12.5 24.74 4.7 21.47 9.95 15.05 12.04 13.74
ETFs -3.3 1.23 9.37 22.03 2.74 20.55 9.72 14.57 8.82 11.5
Equity: Thematic-Consumption -1.85 1.57 13.96 21.56 3.89 20.31 9.15 17.12 13.73 13.4
Hybrid: Aggressive -1.51 3.13 10.92 20.73 4.72 19.86 8.69 13.37 11.58 12.15
Childrens Fund -1.85 2.11 10.62 18.91 2.92 18.51 8.39 12.72 11.47 13.41
Hybrid: Multi Asset Allocation -0.88 2.01 7.72 13.07 2.54 15.23 8.34 10.07 9.93 12.09
Hybrid: Dynamic Asset Allocation -1.0 1.36 6.14 12.05 2.33 14.52 7.58 11.09 10.82 10.14
Retirement Fund -1.23 1.31 6.72 13.26 2.09 13.82 7.11 11.92 8.98 9.89
Equity: Thematic-PSU 1.12 14.21 21.1 21.62 14.21 13.53 1.06 10.32 4.94 6.54
Fund of Funds-Domestic -1.07 0.87 5.17 8.78 1.47 13.27 9.03 9.71 9.03 9.91
Hybrid: Equity Savings -0.79 1.53 5.68 10.62 2.43 12.02 6.58 8.56 8.03 7.77
Equity: Sectoral-Banking and Financial Services -2.71 8.81 15.84 40.11 9.07 11.91 9.35 19.36 12.58 14.3
Hybrid: Conservative -0.85 0.35 2.79 7.47 0.79 9.16 5.99 8.14 8.38 8.39
Debt: Floater -0.08 -0.12 0.35 2.59 -0.16 7.17 7.73 7.7 8.23 6.98
Debt: Corporate Bond -0.17 -0.47 -0.34 2.48 -0.65 7.11 7.59 7.81 8.06 7.38
Debt: Banking and PSU -0.19 -0.5 -0.4 2.21 -0.68 6.81 8.29 8.08 8.01 6.89
Debt: Gilt Fund with 10 year constant duration -0.67 -2.24 -2.02 1.76 -2.34 6.63 10.77 9.84 9.51 8.51
Debt: Gilt -0.41 -1.61 -1.48 2.09 -1.81 6.2 9.3 9.03 8.73 7.99
Debt: Short Duration -0.11 -0.31 -0.12 2.3 -0.49 6.19 6.2 6.84 7.89 7.33
Debt: Medium to Long Duration -0.45 -1.66 -1.52 1.84 -1.83 5.92 7.1 7.39 7.71 8.08
Debt: Dynamic Bond -0.35 -1.2 -0.88 2.24 -1.33 5.48 7.14 7.47 8.21 7.45
Debt: Low Duration 0.04 0.24 0.82 2.41 0.33 5.39 4.71 5.77 7.04 6.63
Debt: Money Market 0.07 0.43 0.85 1.84 0.58 5.3 6.66 6.82 7.86 6.88
Debt: Ultra Short Duration 0.06 0.32 0.73 1.85 0.45 4.89 6.22 6.67 7.87 6.52
Debt: Long Duration -0.84 -2.86 -2.34 1.05 -3.02 4.83 8.95 8.93 8.55 9.88
Debt: Liquid 0.05 0.26 0.73 1.51 0.47 3.64 5.55 6.06 7.26 6.67
Debt: Medium Duration -0.18 -0.48 0.06 3.36 -0.47 3.58 4.99 6.46 7.86 6.66
Hybrid: Arbitrage - 0.23 0.72 1.48 0.37 3.21 4.92 5.53 6.86 5.4
Debt: Overnight 0.05 0.24 0.74 1.47 0.47 3.03 4.73 5.34 6.81 4.25
Debt: Credit Risk 0.04 0.22 1.2 4.46 0.53 0.18 1.65 4.14 7.76 5.54

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