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: Small Cap 0.78 7.54 11.68 39.92 24.34 109.1 11.1 16.28 16.73 21.81
Equity: Thematic-Energy -2.45 9.92 20.84 48.17 32.84 106.17 16.78 20.66 12.96 17.52
Equity: Sectoral-Technology -1.38 -0.95 5.04 25.91 11.51 101.69 25.53 21.24 17.82 19.46
Equity: Sectoral-Infrastructure 0.61 5.25 5.03 36.9 22.04 79.65 6.57 12.47 8.78 10.47
Equity: Mid Cap 0.36 3.94 4.97 28.86 16.28 78.57 11.78 15.33 15.72 19.62
Equity: Contra 0.44 4.64 0.76 26.13 13.5 78.05 12.47 15.94 13.42 14.98
Equity: Value 0.2 4.14 2.05 24.71 14.41 74.05 8.41 13.57 13.48 14.32
Equity: Sectoral-Banking and Financial Services 0.71 5.3 -5.89 17.11 8.58 73.2 8.44 14.82 12.24 13.5
Equity: Multi Cap 0.2 4.94 4.23 27.69 16.35 73.14 12.25 14.48 13.78 16.07
Equity: Thematic-Others -0.51 3.63 4.47 26.25 14.21 71.42 10.65 13.15 12.3 16.86
Equity: Dividend Yield -0.03 4.43 6.24 25.78 13.02 68.06 9.81 14.29 11.37 13.97
Equity: Large and Mid Cap 0.03 3.67 2.35 22.84 12.4 66.91 11.0 14.39 13.34 16.61
Equity: ELSS -0.09 3.1 0.49 20.34 10.31 64.8 10.57 14.13 13.2 14.77
Index Fund -0.04 3.02 0.2 18.99 9.11 64.3 11.79 14.07 10.94 15.48
Equity: Flexi Cap -0.01 2.99 0.56 19.42 9.62 61.94 11.73 14.33 12.73 16.23
Equity: Focused -0.13 2.64 -0.68 19.25 9.5 61.09 11.49 14.71 12.67 16.88
Equity: Large Cap -0.11 2.65 -1.69 16.53 7.57 58.31 11.25 13.35 11.87 13.98
Equity: Sectoral-Pharma and Healthcare -1.59 5.16 10.45 21.37 10.46 58.23 26.06 13.87 16.88 24.73
Equity: Thematic-Consumption 0.83 2.8 1.24 20.84 8.41 57.82 11.21 15.09 13.87 14.21
Fund of Funds-Domestic-Equity -0.47 2.14 1.89 21.11 10.34 57.43 11.71 13.33 11.95 17.64
Equity: Thematic-PSU 0.06 10.64 10.48 33.76 22.81 55.25 5.99 10.51 5.11 9.59
Hybrid: Aggressive -0.04 2.87 1.05 16.6 8.77 53.48 10.69 12.19 11.61 12.27
ETFs 0.16 2.3 -0.83 14.64 6.55 51.83 10.71 13.26 10.2 12.75
Equity: Thematic-MNC 0.08 2.73 4.86 21.31 10.08 51.1 8.27 11.03 15.4 19.51
Childrens Fund -0.04 2.44 1.11 16.83 7.1 47.07 10.1 11.72 11.32 15.82
Fund of Funds-Overseas -2.55 -1.99 0.2 13.52 6.58 45.93 11.21 12.72 6.0 8.32
Hybrid: Multi Asset Allocation 0.02 3.32 4.37 14.55 8.46 45.04 11.18 10.48 10.0 12.58
Equity: Thematic-International -2.07 -2.87 -0.15 10.61 6.72 40.78 13.88 14.58 10.62 11.56
Fund of Funds-Domestic-Hybrid 0.06 2.23 1.17 12.63 7.36 35.61 8.01 9.36 9.21 10.26
Equity: Sectoral-FMCG 1.3 1.27 2.73 12.75 3.33 34.96 7.91 12.57 - 12.96
Retirement Fund -0.01 1.58 0.42 10.25 4.24 32.52 8.12 10.85 9.06 9.77
Hybrid: Dynamic Asset Allocation 0.08 1.51 0.34 9.08 4.38 32.09 8.51 10.29 10.71 10.76
Hybrid: Equity Savings 0.09 1.22 0.22 8.16 4.17 25.22 7.09 8.08 7.73 8.11
Fund of Funds-Domestic-Debt 0.26 1.59 2.17 5.98 3.67 17.5 8.83 8.19 8.33 7.28
Hybrid: Conservative 0.08 1.04 0.9 5.41 2.64 17.42 7.11 7.75 8.31 8.55
Debt: Credit Risk 0.11 0.85 2.42 4.13 2.96 10.24 2.63 4.51 7.54 6.14
Debt: Low Duration 0.04 0.43 1.17 2.13 1.46 8.45 4.89 5.73 6.72 6.63
Debt: Medium Duration 0.12 0.85 1.94 2.81 1.65 8.33 5.29 6.24 7.78 7.02
Debt: Short Duration 0.07 0.76 1.6 2.14 1.33 7.77 6.66 6.81 7.79 7.43
Debt: Floater 0.1 0.68 1.27 2.12 1.24 7.55 8.01 7.66 8.16 6.11
Debt: Corporate Bond 0.08 0.78 1.63 1.86 1.15 7.53 8.32 7.75 8.19 7.58
Debt: Banking and PSU 0.08 0.69 1.53 1.73 1.07 7.02 8.86 8.02 7.96 7.31
Debt: Medium to Long Duration 0.1 0.82 1.53 1.0 0.31 6.14 7.91 7.19 7.72 7.79
Debt: Dynamic Bond 0.09 0.85 1.65 1.7 0.86 6.13 7.94 7.41 8.18 7.82
Debt: Long Duration 0.16 0.96 1.53 0.85 -0.38 5.24 10.12 8.85 8.7 10.1
Debt: Gilt Fund with 10 year constant duration 0.22 1.2 1.72 1.02 0.34 5.14 11.45 9.67 9.67 9.35
Debt: Gilt 0.11 0.96 1.54 1.09 0.31 5.01 10.01 8.73 8.9 8.54
Debt: Ultra Short Duration 0.01 0.31 0.96 1.81 1.37 4.71 6.16 6.6 7.85 6.61
Debt: Money Market 0.07 0.33 0.97 1.77 1.36 4.56 6.57 6.71 7.75 6.86
Debt: Liquid 0.06 0.26 0.77 1.53 1.17 3.23 5.38 5.96 7.18 6.51
Hybrid: Arbitrage 0.09 0.24 0.93 1.68 1.27 3.12 5.05 5.5 6.77 5.39
Debt: Overnight 0.06 0.26 0.75 1.5 1.14 3.02 4.63 5.27 6.73 4.12
Fund of Funds-Domestic-Gold 0.73 2.51 2.66 -5.78 -4.36 0.41 14.81 8.57 6.66 5.2

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