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: Thematic-PSU 6.79 11.08 13.03 57.35 31.43 98.77 40.94 28.16 15.76 25.49
Equity: Sectoral-Infrastructure 5.61 9.47 16.05 38.89 25.15 72.78 34.46 26.61 17.64 13.58
Equity: Thematic-Transportation 2.49 7.77 13.12 32.72 22.38 58.73 28.43 22.44 16.95 35.27
Equity: Thematic-Manufacturing 4.5 8.56 13.25 33.43 21.94 58.34 24.36 22.51 - 27.38
Equity: Sectoral-Pharma and Healthcare 1.82 3.44 0.82 19.6 12.5 54.1 14.41 24.65 16.06 19.1
Equity: Mid Cap 4.05 7.51 10.19 24.6 15.26 53.91 24.81 24.31 19.3 21.78
Equity: Thematic-Energy 4.18 4.92 10.46 33.3 18.2 52.84 20.62 24.23 19.69 13.52
Equity: Small Cap 3.68 5.59 7.19 17.98 11.3 49.39 26.61 27.77 21.01 21.8
Equity: Contra 3.04 4.76 6.97 25.36 13.25 48.28 24.82 22.9 17.66 15.94
Equity: Value 3.14 5.05 5.96 24.03 12.56 47.85 22.53 20.07 17.05 18.56
Equity: Multi Cap 3.39 5.59 7.36 21.84 12.49 46.73 22.77 21.77 17.31 23.66
Equity: Dividend Yield 2.91 4.79 5.68 24.62 12.48 46.65 24.34 21.75 15.73 20.3
Equity: Thematic-Others 3.42 5.4 8.22 23.68 13.73 44.14 21.41 21.15 16.4 25.33
Equity: Large and Mid Cap 3.03 5.38 7.7 22.61 12.61 44.09 21.39 20.23 16.61 16.54
Equity: Thematic-Quantitative 2.52 5.01 6.54 23.6 12.16 43.35 19.02 19.86 13.95 22.24
Equity: Flexi Cap 2.76 4.71 6.38 20.34 10.62 38.95 18.72 18.11 15.59 18.83
Equity: ELSS 2.63 4.55 6.15 20.24 10.38 38.91 19.1 18.16 15.68 16.49
Equity: Focused 2.34 3.92 6.29 19.5 10.05 36.79 18.17 17.37 15.22 17.17
Fund of Funds-Domestic-Equity 2.09 4.83 6.87 20.2 10.96 36.78 16.63 17.97 13.61 15.04
Equity: Thematic-Consumption 1.67 3.83 6.14 15.92 8.68 35.97 20.82 18.86 16.26 16.38
Equity: Sectoral-Technology 2.29 1.53 -3.95 11.44 2.62 34.83 16.4 23.4 18.48 12.21
Equity: Thematic-ESG 2.54 4.08 4.51 17.17 7.88 33.61 16.31 16.05 14.1 18.64
Equity: Large Cap 2.07 3.37 5.25 19.54 8.97 33.51 16.56 15.8 13.64 15.14
Hybrid: Aggressive 1.97 3.46 5.31 16.26 8.83 30.21 15.78 15.33 13.26 13.65
ETFs 2.45 1.69 4.13 15.67 7.43 30.08 12.31 14.69 10.55 16.28
Equity: Thematic-MNC 3.12 5.84 5.94 13.92 7.9 30.01 14.78 14.01 15.01 19.74
Hybrid: Multi Asset Allocation 1.86 2.68 6.17 16.31 9.44 29.49 16.15 17.86 12.71 13.05
Childrens Fund 2.19 3.63 4.79 13.75 6.62 27.74 15.61 13.99 12.76 14.04
Index Fund 1.72 3.38 4.31 15.02 7.98 27.47 17.15 15.81 12.73 15.57
Fund of Funds-Domestic-Silver 9.46 10.51 29.3 25.72 24.55 25.78 - - - 23.3
Fund of Funds-Domestic-Hybrid 1.58 2.38 4.53 13.39 7.19 24.45 14.33 13.22 12.11 12.99
Retirement Fund 1.72 2.96 4.36 12.92 6.95 24.44 12.51 11.62 11.06 12.24
Hybrid: Dynamic Asset Allocation 1.49 2.37 3.6 13.09 6.72 24.31 12.06 11.99 10.79 12.18
Fund of Funds-Overseas 1.65 5.89 6.72 14.45 7.91 22.13 5.04 10.38 6.68 8.61
Equity: Sectoral-Banking and Financial Services 1.09 2.14 2.4 13.36 3.9 22.03 14.16 12.19 13.4 15.95
Fund of Funds-Domestic-Gold 2.38 0.72 18.78 20.42 16.61 21.24 13.92 17.14 8.64 10.68
Fund of Funds-Domestic-Gold and Silver 3.08 2.83 20.77 19.6 17.41 20.32 - - - 27.41
Equity: Thematic-International 1.43 4.98 4.85 13.01 6.52 17.11 4.81 10.99 9.74 10.07
Hybrid: Equity Savings 0.85 1.45 2.68 8.18 4.66 15.66 9.39 9.2 8.2 8.28
Hybrid: Conservative 0.7 1.61 2.33 7.07 4.23 12.33 8.83 8.35 8.34 8.73
Fund of Funds-Domestic-Debt 0.57 1.27 2.39 6.75 4.31 12.01 9.97 10.68 7.87 7.65
Equity: Sectoral-FMCG -0.41 4.24 4.4 3.61 -1.72 11.78 18.46 14.24 14.1 16.49
Debt: Credit Risk 0.17 0.73 1.78 3.74 2.95 7.51 9.22 5.17 6.67 6.44
Debt: Floater 0.19 0.76 1.98 3.88 3.09 7.5 5.63 6.44 7.17 6.6
Hybrid: Arbitrage 0.15 0.4 1.69 3.74 3.01 7.29 5.38 4.99 5.86 5.67
Debt: Liquid 0.15 0.55 1.82 3.65 2.86 7.17 5.49 5.05 6.28 6.46
Debt: Money Market 0.13 0.56 1.88 3.66 2.93 7.11 5.52 5.72 6.66 6.37
Debt: Low Duration 0.15 0.6 1.85 3.59 2.87 6.88 5.49 5.59 6.64 6.87
Debt: Ultra Short Duration 0.14 0.55 1.82 3.52 2.82 6.84 5.37 5.44 6.47 6.14
Debt: Overnight 0.12 0.53 1.6 3.3 2.55 6.7 5.24 4.68 5.75 5.08
Debt: Gilt 0.32 1.56 1.35 4.81 3.59 6.63 4.96 6.83 7.99 7.52
Debt: Corporate Bond 0.24 0.89 1.76 3.81 2.97 6.57 5.09 6.59 7.37 6.82
Debt: Banking and PSU 0.24 0.87 1.71 3.8 2.96 6.49 5.07 6.61 7.21 6.61
Debt: Dynamic Bond 0.3 1.38 1.36 4.47 3.39 6.42 5.24 6.37 7.36 6.79
Debt: Long Duration 0.35 1.84 1.31 5.89 4.7 6.41 4.48 6.71 7.54 7.13
Debt: Short Duration 0.22 0.84 1.67 3.75 2.83 6.41 5.39 5.98 6.87 6.74
Debt: Medium Duration 0.23 0.93 1.58 3.9 2.94 6.26 5.91 5.74 7.37 6.64
Debt: Gilt Fund with 10 year constant duration 0.33 1.54 1.45 4.81 3.39 6.17 4.38 7.03 8.48 7.45
Debt: Medium to Long Duration 0.3 1.33 1.36 4.32 3.16 5.86 5.01 5.92 6.78 7.71