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-Pharma and Healthcare 2.98 3.3 6.25 32.32 56.11 55.43 16.6 7.55 14.51 23.21
Equity: Sectoral-Technology 1.35 3.11 16.76 54.72 41.12 45.2 23.55 15.87 15.12 14.96
Equity: Small Cap 3.66 10.88 11.27 56.81 22.16 23.64 -0.02 8.79 12.15 14.38
Equity: Mid Cap 3.17 11.41 11.76 44.4 17.86 19.23 3.68 9.84 12.42 15.87
Fund of Funds-Overseas 1.39 8.78 6.72 22.85 13.09 17.85 9.36 9.88 6.04 9.15
Equity: Thematic-International 2.1 10.08 8.64 23.32 15.59 17.31 13.04 11.83 9.89 10.48
Equity: Thematic-Energy 3.48 15.14 9.41 40.45 13.64 15.69 1.69 14.1 8.97 11.67
Equity: Contra 1.39 10.32 11.36 41.95 12.52 12.75 4.97 10.57 10.27 13.11
Equity: Thematic-Others 2.0 9.62 9.31 36.02 11.57 12.44 3.23 8.12 10.03 11.49
Debt: Gilt Fund with 10 year constant duration 0.06 0.27 3.61 3.2 11.99 12.43 11.04 10.41 9.88 8.95
Fund of Funds-Domestic 0.12 3.29 3.37 16.41 10.56 12.05 8.05 8.93 7.98 9.27
Debt: Long Duration 0.2 0.53 3.49 3.38 11.22 11.93 9.32 9.29 8.89 10.75
Equity: Dividend Yield 2.41 8.85 7.75 34.5 10.74 11.73 2.1 8.32 8.6 12.62
Equity: Thematic-MNC 2.14 6.54 5.37 26.86 11.0 11.11 3.89 7.61 13.98 16.2
Debt: Gilt 0.12 0.3 3.43 2.88 10.66 10.91 8.88 9.06 9.04 8.22
Debt: Corporate Bond 0.19 0.77 2.82 4.89 9.76 10.02 7.82 7.92 8.24 7.84
Debt: Medium to Long Duration 0.18 0.39 3.28 4.33 9.73 9.97 7.04 7.47 7.97 8.27
Equity: Large and Mid Cap 1.79 9.93 10.68 38.15 9.19 9.73 3.72 9.99 10.82 13.53
Debt: Banking and PSU 0.2 0.72 2.65 4.55 9.47 9.69 8.64 8.41 8.21 7.64
Hybrid: Dynamic Asset Allocation 0.62 4.45 5.66 20.65 9.15 9.48 5.54 7.94 9.36 9.31
Childrens Fund 1.08 7.54 8.93 29.09 8.64 9.28 5.39 8.89 9.65 10.34
Debt: Floater 0.19 0.77 2.38 4.74 8.51 8.98 7.97 7.9 8.38 7.19
Equity: Multi Cap 1.55 9.47 10.69 36.46 8.1 8.85 4.99 9.55 10.42 13.25
Equity: ELSS 1.36 9.17 10.5 37.5 8.22 8.84 3.97 9.58 10.58 12.73
Debt: Dynamic Bond 0.12 0.47 2.94 3.65 8.59 8.84 6.94 7.48 8.4 7.78
Equity: Thematic-Consumption 1.6 8.6 7.61 31.28 9.03 8.78 4.82 10.82 10.77 11.56
Hybrid: Aggressive 1.08 7.57 9.07 29.33 8.04 8.57 4.88 8.63 9.47 11.16
Equity: Value 1.68 10.16 10.96 40.22 8.15 8.44 0.57 8.09 10.46 11.53
Equity: Focused 1.05 9.18 10.28 35.08 7.63 8.42 4.97 10.18 9.89 11.76
Debt: Short Duration 0.17 0.77 2.46 4.99 8.23 8.4 6.45 7.05 8.03 7.54
ETFs 0.87 8.45 9.44 31.68 7.25 7.95 6.76 11.61 7.8 9.13
Index Fund 1.31 9.99 11.51 38.63 7.15 7.53 6.86 10.4 8.76 12.41
Hybrid: Multi Asset Allocation 0.41 4.71 5.29 24.2 7.0 7.53 5.74 7.68 8.76 9.66
Hybrid: Conservative 0.48 2.71 4.6 11.13 7.3 7.52 4.89 6.85 7.96 8.33
Retirement Fund 0.8 4.87 6.27 19.21 7.49 7.29 4.35 8.21 8.52 8.87
Equity: Large Cap 0.7 8.57 10.72 34.79 6.14 6.63 5.89 9.48 9.66 12.3
Hybrid: Equity Savings 0.57 3.8 4.77 15.66 6.22 6.52 4.73 6.62 7.31 6.98
Debt: Money Market 0.07 0.31 0.96 2.17 5.3 5.78 6.91 7.03 8.01 6.99
Debt: Medium Duration 0.37 1.1 3.13 4.87 5.47 5.65 5.03 6.5 7.9 6.88
Debt: Ultra Short Duration 0.07 0.35 1.1 2.37 4.98 5.51 6.42 6.86 8.0 6.65
Debt: Low Duration 0.12 0.52 1.6 5.63 5.1 5.35 4.57 5.73 6.96 6.59
Debt: Liquid 0.06 0.25 0.77 1.59 3.72 4.16 5.85 6.28 7.38 6.76
Hybrid: Arbitrage -0.01 0.11 0.72 1.1 3.42 3.69 5.16 5.64 6.96 5.45
Debt: Overnight 0.05 0.23 0.73 1.48 3.06 3.47 4.92 5.51 6.93 4.36
Equity: Sectoral-Infrastructure 2.04 11.45 7.3 35.43 0.67 0.52 -4.82 4.83 4.86 6.9
Debt: Credit Risk 0.22 0.98 3.09 5.33 0.01 0.24 1.5 4.11 7.36 5.57
Equity: Sectoral-Banking and Financial Services 1.53 17.7 21.6 53.41 -5.74 -4.31 3.46 11.1 9.41 12.07
Equity: Thematic-PSU 1.95 11.29 0.85 20.05 -6.17 -6.62 -7.06 3.31 2.08 -1.58

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