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-Infrastructure 2.09 5.04 9.84 7.38 10.37 27.1 34.76 13.56 15.57 10.82
Equity: Sectoral-FMCG -0.82 3.91 9.24 7.26 10.64 26.9 22.29 13.75 13.78 16.75
Equity: Thematic-PSU 1.62 2.76 6.42 3.64 5.4 26.37 26.1 10.74 10.57 11.1
Equity: Sectoral-Banking and Financial Services 0.51 3.61 8.21 2.19 3.37 24.21 26.08 9.69 13.2 12.93
Equity: Small Cap 1.14 6.46 10.3 7.13 9.49 22.95 40.37 16.04 20.55 17.99
Equity: Thematic-Consumption 0.22 5.2 10.76 4.0 7.2 21.38 24.59 12.62 15.14 14.14
Equity: Contra 0.59 3.7 6.65 3.18 5.43 20.44 30.4 13.98 16.12 14.45
Equity: Mid Cap 0.82 5.25 8.62 4.39 6.92 20.0 30.87 13.71 18.64 15.36
Equity: Value 0.57 3.64 6.63 3.26 5.16 18.96 27.89 11.14 16.28 12.77
Equity: Multi Cap 0.78 4.48 8.23 3.39 5.76 18.89 28.45 14.05 16.68 11.3
Equity: Thematic-Quantitative 0.48 3.79 8.27 3.73 6.26 17.73 19.38 12.43 12.66 8.98
Equity: Large and Mid Cap 0.69 3.67 7.58 2.49 5.02 17.5 26.29 12.27 15.81 15.28
Fund of Funds-Domestic-Silver 1.46 -3.78 17.8 10.5 7.17 16.37 - - - 12.51
Equity: Dividend Yield 0.42 2.77 5.6 3.88 6.05 15.9 26.43 12.01 13.62 13.91
Equity: Thematic-Others 1.15 4.03 7.87 3.84 6.1 15.89 27.13 10.69 14.49 13.01
Fund of Funds-Domestic-Gold -0.72 -2.48 8.18 10.68 8.74 15.75 6.81 12.72 6.48 7.49
Equity: Flexi Cap 0.54 3.7 7.55 2.35 4.87 15.59 23.76 12.07 15.07 12.23
Equity: ELSS 0.6 3.54 6.74 2.12 4.36 15.58 24.35 11.27 15.07 12.87
Equity: Focused 0.78 3.52 7.33 1.76 4.35 15.12 23.53 11.48 14.85 13.47
ETFs 0.18 2.45 7.92 3.5 5.21 15.1 20.99 11.27 10.57 9.65
Equity: Large Cap 0.51 2.82 6.65 1.34 3.76 14.83 21.97 11.07 13.21 12.35
Equity: Thematic-MNC 0.86 4.65 8.25 3.36 6.06 13.85 19.23 8.45 14.78 14.9
Hybrid: Aggressive 0.47 2.7 5.74 2.21 3.98 13.56 20.09 10.47 13.11 11.86
Index Fund 0.21 2.33 6.08 2.74 4.36 13.47 23.06 11.57 12.51 7.25
Fund of Funds-Domestic-Hybrid 0.52 2.0 5.61 4.02 5.12 13.47 16.03 9.73 10.82 11.29
Hybrid: Multi Asset Allocation 0.45 1.72 5.48 3.3 4.21 13.07 20.61 12.38 11.34 9.88
Childrens Fund 0.46 3.28 7.16 3.0 4.86 13.04 18.5 10.01 12.53 13.82
Equity: Thematic-ESG 0.2 2.95 6.16 1.31 3.47 12.81 20.72 11.9 13.69 14.65
Retirement Fund 0.52 2.66 6.09 3.43 4.79 12.34 13.32 8.69 10.51 10.02
Fund of Funds-Domestic-Equity 0.75 3.63 7.09 2.76 4.84 12.33 21.27 12.23 12.38 7.44
Equity: Thematic-Energy 1.69 0.37 3.71 1.52 2.42 11.63 28.76 13.39 17.64 14.06
Hybrid: Dynamic Asset Allocation 0.32 1.94 4.68 2.62 3.81 10.97 13.53 8.33 11.42 8.17
Equity: Sectoral-Pharma and Healthcare 0.33 3.13 9.73 2.52 4.12 10.2 14.9 15.63 13.64 13.35
Fund of Funds-Domestic-Debt 0.24 0.88 3.38 4.55 4.37 10.16 10.38 7.34 7.53 6.4
Debt: Long Duration -0.35 0.34 4.36 4.95 4.99 10.05 3.71 7.12 6.83 6.55
Debt: Gilt Fund with 10 year constant duration -0.23 0.62 4.2 4.97 4.79 9.91 3.76 8.21 8.76 7.48
Hybrid: Equity Savings 0.35 1.69 3.84 3.11 3.66 8.91 11.44 7.08 7.45 7.47
Hybrid: Conservative 0.11 1.15 3.56 3.17 3.5 8.57 10.3 6.96 8.13 8.11
Equity: Thematic-International 1.8 3.89 6.11 7.09 9.09 8.37 9.0 8.74 10.29 9.08
Debt: Medium Duration -0.06 0.57 2.95 3.82 3.58 8.27 6.49 5.81 7.26 6.54
Debt: Medium to Long Duration -0.11 0.57 3.38 4.14 3.95 7.93 4.75 6.43 6.23 7.74
Debt: Gilt -0.13 0.54 3.33 4.15 3.9 7.65 4.01 7.46 7.22 7.38
Debt: Dynamic Bond -0.07 0.56 3.02 3.88 3.63 7.45 4.87 6.74 7.04 6.69
Fund of Funds-Overseas 1.94 3.82 7.47 10.08 13.24 7.38 7.67 6.29 5.67 5.24
Debt: Credit Risk 0.04 0.54 2.61 3.8 3.53 7.0 9.62 4.6 6.61 6.43
Debt: Corporate Bond 0.02 0.61 2.63 3.74 3.43 6.83 5.26 7.04 6.78 6.31
Debt: Short Duration - 0.57 2.46 3.59 3.29 6.69 5.62 6.15 6.94 6.75
Debt: Banking and PSU 0.01 0.57 2.6 3.66 3.35 6.63 5.08 6.98 7.31 6.63
Debt: Floater 0.09 0.57 2.17 3.6 3.27 6.61 5.45 6.63 7.28 5.76
Debt: Money Market 0.11 0.62 2.04 3.59 3.18 6.34 4.56 5.75 6.57 6.16
Debt: Liquid 0.12 0.58 1.79 3.38 2.99 6.17 4.21 5.08 6.47 6.37
Debt: Low Duration 0.1 0.59 2.05 3.47 3.1 6.15 5.33 5.54 6.71 6.37
Debt: Ultra Short Duration 0.11 0.58 1.88 3.38 2.98 6.01 4.53 5.39 6.86 6.04
Debt: Overnight 0.12 0.53 1.62 3.16 2.8 5.89 4.06 4.59 5.94 4.44
Hybrid: Arbitrage 0.21 0.62 1.75 3.49 2.94 5.49 3.94 4.66 5.96 5.42
Equity: Sectoral-Technology -1.5 3.82 1.33 1.18 4.35 3.57 30.08 18.4 19.39 15.46
Fund of Funds-Domestic-Gold and Silver 0.34 -2.81 12.3 11.13 8.36 - - - - 23.68