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 1.12 0.29 10.68 23.48 25.19 37.5 8.54 3.17 12.69 17.1
Debt: Gilt Fund with 10 year constant duration 0.88 1.4 7.53 10.23 10.07 12.96 10.73 10.78 9.85 9.18
Equity: Thematic-International 1.63 0.07 14.59 -1.09 0.4 12.6 10.77 7.88 9.28 9.19
Fund of Funds-Overseas 2.08 1.32 17.21 0.78 1.21 12.09 8.71 6.47 6.35 6.98
Debt: Corporate Bond 0.68 2.35 5.94 7.02 7.34 11.6 7.73 8.13 8.14 8.4
Debt: Long Duration 0.97 2.03 7.61 10.19 9.96 11.44 8.69 9.62 8.82 11.77
Debt: Banking and PSU 0.67 2.14 5.77 6.71 7.01 11.27 8.6 8.6 8.18 8.28
Debt: Gilt 0.8 1.29 6.7 9.14 9.05 11.21 8.18 9.4 9.03 8.33
Fund of Funds-Domestic 1.34 3.68 7.23 2.12 2.88 10.16 7.07 7.23 7.42 7.94
Debt: Medium to Long Duration 1.06 2.4 7.03 7.74 7.82 10.12 6.53 7.72 7.91 8.34
Debt: Floater 0.48 1.94 4.22 5.46 5.71 9.51 7.86 7.98 8.33 8.19
Debt: Short Duration 1.18 2.49 4.69 5.64 5.9 9.03 6.14 7.15 7.9 7.47
Debt: Dynamic Bond 0.85 1.84 5.31 6.62 6.73 8.95 6.42 7.71 8.32 7.89
Debt: Money Market 0.14 0.65 2.15 3.54 3.73 7.16 7.17 7.32 8.08 7.15
Debt: Ultra Short Duration 0.26 0.82 2.11 3.25 3.45 6.99 6.6 7.11 8.05 6.92
Equity: Sectoral-Technology 2.03 5.65 22.25 0.68 2.43 6.98 15.13 10.19 12.23 12.11
Debt: Medium Duration 0.51 2.39 4.23 2.66 2.94 5.51 4.94 6.67 7.81 7.19
Debt: Liquid 0.06 0.28 1.0 2.33 2.49 5.14 6.32 6.63 7.54 6.92
Debt: Low Duration 1.13 2.04 2.37 1.77 1.99 4.7 4.34 5.59 6.79 6.5
Hybrid: Arbitrage -0.09 0.1 0.71 2.03 2.32 4.68 5.53 5.91 7.15 5.73
Hybrid: Conservative 0.81 2.72 6.44 0.59 0.95 4.36 3.78 5.95 7.57 8.08
Debt: Overnight 0.06 0.23 0.73 1.76 1.91 4.27 5.25 5.85 7.0 4.43
Equity: Thematic-MNC 0.6 4.0 11.29 -4.24 -3.81 3.98 2.94 4.8 13.15 11.75
Hybrid: Dynamic Asset Allocation 0.94 3.85 10.52 -2.4 -1.31 3.2 3.56 5.6 8.67 6.88
Equity: Thematic-Consumption 0.81 4.72 12.02 -7.65 -6.93 1.23 2.1 7.21 9.61 8.96
Hybrid: Equity Savings 0.64 2.85 7.45 -2.84 -2.32 0.58 2.86 4.94 6.71 5.27
Retirement Fund 0.81 3.62 9.93 -2.68 -2.23 0.42 2.63 6.47 8.06 5.48
Hybrid: Multi Asset Allocation 1.27 4.78 9.39 -5.93 -5.11 0.27 2.91 5.2 7.95 8.7
ETFs 1.3 4.99 14.2 -7.15 -6.5 0.12 5.28 8.61 8.7 2.57
Childrens Fund 1.09 4.9 13.29 -6.86 -6.08 -0.55 2.42 5.6 8.52 8.44
Equity: Thematic-Energy 1.48 4.71 19.55 -8.44 -7.57 -0.79 -1.02 7.96 7.05 9.05
Debt: Credit Risk 0.8 2.08 -0.57 -3.04 -2.78 -0.92 1.37 4.26 7.3 5.45
Equity: Mid Cap 1.28 5.4 16.63 -8.1 -6.75 -2.0 -1.13 4.51 11.08 10.94
Hybrid: Aggressive 1.63 5.15 12.77 -7.7 -6.96 -2.22 1.63 5.03 8.4 8.78
Equity: Dividend Yield 0.54 4.65 16.09 -8.24 -7.27 -2.78 -1.05 4.42 7.76 9.95
Equity: Focused 1.25 5.6 15.4 -10.18 -9.35 -3.06 1.93 5.97 8.87 7.45
Equity: Thematic-Others 0.84 4.01 15.73 -9.17 -7.96 -3.2 -0.4 3.68 8.88 4.28
Equity: Large and Mid Cap 1.28 5.36 15.38 -10.98 -10.08 -4.46 0.12 5.36 9.38 9.66
Equity: Multi Cap 1.35 5.34 14.79 -10.99 -10.13 -4.51 1.05 4.97 9.05 9.8
Equity: Large Cap 1.26 5.41 14.59 -11.33 -10.62 -4.94 1.95 4.91 8.4 11.04
Equity: Contra 1.04 6.42 17.99 -9.62 -8.32 -5.09 1.62 5.53 8.33 11.89
Index Fund 1.31 5.68 17.41 -11.84 -11.1 -5.24 2.91 5.42 7.47 5.29
Equity: ELSS 1.1 5.47 15.21 -11.34 -10.46 -5.53 0.3 4.93 9.15 10.06
Equity: Small Cap 1.71 6.67 18.8 -10.82 -8.09 -7.16 -5.64 3.49 9.46 5.99
Equity: Thematic-PSU -1.32 3.07 10.02 -11.73 -10.3 -7.24 -5.41 1.44 1.77 -3.51
Equity: Value 1.02 5.16 16.98 -12.94 -11.81 -9.94 -3.06 3.84 8.69 8.67
Equity: Sectoral-Infrastructure 0.03 4.37 18.24 -16.47 -14.43 -15.98 -5.99 0.4 3.2 5.73
Equity: Sectoral-Banking and Financial Services 2.2 7.85 13.34 -26.63 -26.46 -20.59 -2.8 4.08 8.95 6.93

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