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 (%)
Fund of Funds-Domestic-Gold -0.49 3.83 12.56 10.3 3.83 17.9 10.49 12.32 4.92 6.82
Equity: Thematic-PSU -2.16 -2.02 1.82 15.74 -2.02 14.88 17.07 6.8 8.66 8.5
Debt: Credit Risk 0.02 0.5 1.66 2.42 0.5 11.95 5.9 4.28 6.67 6.35
Equity: Sectoral-Infrastructure -1.44 -1.51 -0.83 7.5 -1.51 6.41 19.9 8.68 12.96 10.24
Equity: Contra -1.94 -1.73 -1.08 5.74 -1.73 5.62 20.27 11.6 14.7 14.31
Equity: Thematic-Consumption -0.35 -2.49 -5.76 0.8 -2.49 5.08 14.42 10.23 14.07 12.88
Hybrid: Conservative -0.43 -0.2 0.61 2.58 -0.2 4.99 7.98 5.98 7.99 7.84
Fund of Funds-Domestic-Debt -0.12 0.3 1.83 3.97 0.3 4.97 8.3 6.95 7.58 5.28
Debt: Liquid 0.12 0.53 1.6 2.98 0.53 4.95 3.98 5.09 6.53 6.32
Debt: Overnight 0.12 0.53 1.49 2.87 0.53 4.84 3.72 4.54 5.99 3.97
Debt: Money Market 0.12 0.52 1.64 2.91 0.52 4.67 4.58 5.69 6.6 5.84
Hybrid: Multi Asset Allocation -1.46 -1.02 0.67 4.28 -1.02 4.54 15.19 10.91 10.57 10.58
Debt: Ultra Short Duration 0.11 0.5 1.56 2.8 0.5 4.52 4.43 5.33 6.94 5.93
Equity: Thematic-Energy -2.32 -1.1 4.96 9.08 -1.1 4.46 23.05 10.5 16.01 14.11
Equity: Sectoral-Banking and Financial Services -3.98 -4.76 -1.32 6.28 -4.76 4.44 8.23 7.45 11.54 11.95
Debt: Medium Duration -0.04 0.41 1.73 2.62 0.41 4.43 5.1 5.32 7.39 6.21
Debt: Short Duration 0.02 0.47 1.85 2.83 0.47 4.38 5.65 5.82 7.04 6.56
Debt: Low Duration 0.09 0.48 1.55 2.75 0.48 4.27 5.26 5.43 6.76 6.22
Debt: Floater 0.05 0.42 1.51 2.93 0.42 4.24 5.52 6.43 7.31 5.86
Hybrid: Arbitrage -0.08 0.38 1.38 2.56 0.38 3.96 3.68 4.54 6.0 5.15
Fund of Funds-Domestic-Hybrid -1.25 -0.78 0.79 3.54 -0.78 3.92 10.55 8.29 10.02 10.85
Debt: Dynamic Bond -0.02 0.41 1.68 2.72 0.41 3.71 5.38 6.16 7.23 6.41
Equity: Dividend Yield -1.48 -0.17 0.23 4.96 -0.17 3.64 18.71 9.73 12.38 14.26
Debt: Banking and PSU 0.01 0.42 1.59 2.59 0.42 3.63 5.44 6.6 7.35 6.37
Debt: Corporate Bond 0.01 0.42 1.64 2.66 0.42 3.43 5.65 6.74 6.94 6.08
Equity: Value -1.82 -1.59 -0.59 6.04 -1.59 3.43 17.43 8.37 14.78 11.95
Debt: Medium to Long Duration -0.06 0.38 1.78 2.84 0.38 3.31 5.27 5.68 6.49 7.7
Debt: Gilt -0.05 0.4 1.68 2.86 0.4 3.07 5.28 6.84 7.56 7.11
ETFs -2.06 -1.46 0.75 3.82 -1.46 3.02 12.87 9.31 9.33 7.01
Debt: Long Duration -0.23 0.5 2.19 3.48 0.5 2.94 4.7 6.23 7.1 4.97
Hybrid: Dynamic Asset Allocation -1.21 -1.14 -0.84 2.4 -1.14 2.59 9.42 7.15 10.61 7.27
Hybrid: Equity Savings -0.78 -0.5 -0.14 2.44 -0.5 2.29 7.75 6.17 7.34 7.23
Debt: Gilt Fund with 10 year constant duration 0.04 0.37 2.26 3.01 0.37 2.16 4.96 7.39 8.7 6.48
Equity: Multi Cap -1.51 -2.41 -2.63 3.81 -2.41 1.65 17.57 11.25 15.21 8.62
Hybrid: Aggressive -1.59 -1.87 -1.76 2.96 -1.87 1.28 12.64 8.61 12.2 11.5
Equity: Thematic-Others -1.32 -1.59 -2.22 2.89 -1.59 1.24 17.02 8.68 13.15 11.22
Retirement Fund -1.08 -1.49 -1.36 2.03 -1.49 1.0 8.47 6.82 9.98 9.0
Equity: Mid Cap -0.64 -2.12 -2.97 2.61 -2.12 0.96 19.34 10.8 16.98 13.49
Equity: Small Cap -0.28 -1.31 -1.61 5.1 -1.31 0.87 26.33 11.97 18.59 16.81
Index Fund -1.55 -1.46 -1.13 2.11 -1.46 0.5 14.12 9.8 11.65 4.74
Equity: Large Cap -2.37 -2.56 -2.85 2.43 -2.56 0.05 12.85 9.0 12.21 11.62
Fund of Funds-Domestic-Gold and Silver -0.45 2.03 14.49 - 2.03 - - - - 16.45
Fund of Funds-Domestic-Silver -0.29 -0.15 17.58 16.73 -0.15 - - - - 13.6
Fund of Funds-Domestic-Equity -1.71 -0.92 2.61 2.37 -0.92 -0.08 13.3 10.25 11.47 4.94
Equity: Large and Mid Cap -1.63 -2.57 -2.89 2.61 -2.57 -0.22 15.73 9.63 14.51 14.88
Equity: ELSS -2.05 -2.6 -3.19 2.45 -2.6 -0.23 14.37 8.81 13.78 12.04
Equity: Thematic-MNC -0.29 -1.01 -2.78 -0.82 -1.01 -1.1 13.27 6.39 14.25 16.39
Equity: Focused -2.03 -2.83 -3.87 1.67 -2.83 -1.22 14.14 9.09 13.4 12.42
Childrens Fund -1.25 -1.71 -2.35 1.81 -1.71 -1.24 11.2 8.17 11.55 13.95
Fund of Funds-Overseas 1.53 7.34 12.83 4.91 7.34 -1.43 7.68 6.11 5.56 2.15
Equity: Flexi Cap -1.88 -2.62 -3.53 1.55 -2.62 -1.58 14.22 9.7 13.47 10.72
Equity: Thematic-International -0.19 4.97 10.53 3.93 4.97 -2.31 7.85 8.11 10.65 8.92
Equity: Sectoral-Pharma and Healthcare -1.32 -2.02 -4.7 -0.4 -2.02 -4.91 19.17 12.03 13.75 12.76
Equity: Sectoral-Technology -1.06 3.04 2.35 2.87 3.04 -10.3 26.38 19.65 18.76 15.88