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 0.9 -0.63 9.17 24.27 25.67 30.72 22.39 13.45 12.37 14.54
Fund of Funds-Domestic-Gold and Silver 1.12 1.09 11.43 22.43 24.79 25.05 - - - 25.03
Fund of Funds-Domestic-Silver 1.14 1.35 18.84 19.0 23.44 16.46 21.32 - - 17.77
Equity: Sectoral-Pharma and Healthcare 1.42 3.63 13.0 -2.42 -1.94 16.34 25.43 22.33 12.66 17.08
Fund of Funds-Overseas -0.7 2.42 16.37 8.16 8.82 13.92 15.87 7.03 3.77 8.44
Equity: Thematic-International 0.62 3.31 15.21 7.84 8.02 13.8 13.96 10.4 8.88 10.17
Debt: Credit Risk 0.34 0.41 3.22 7.07 7.28 11.43 8.67 9.41 6.56 6.8
Equity: Sectoral-Banking and Financial Services -1.19 0.79 15.73 11.89 11.55 10.79 21.68 21.62 12.59 15.95
Debt: Gilt Fund with 10 year constant duration 0.31 -0.11 2.27 5.76 5.94 10.68 8.76 5.63 8.13 7.86
Debt: Medium Duration 0.48 0.25 2.47 5.33 5.54 9.79 8.13 6.87 6.82 7.16
Debt: Corporate Bond 0.33 0.06 2.45 5.17 5.34 9.49 7.6 6.06 7.21 7.19
Debt: Short Duration 0.3 0.13 2.41 4.98 5.14 9.18 7.45 6.08 6.85 7.03
Debt: Banking and PSU 0.33 -0.02 2.31 4.97 5.13 9.11 7.41 5.95 7.26 7.14
Debt: Floater 0.26 0.3 2.3 4.85 5.01 9.07 7.81 6.32 7.18 6.98
Debt: Medium to Long Duration 0.27 -0.27 1.54 4.6 4.79 8.75 7.56 5.56 6.5 7.7
Debt: Dynamic Bond 0.3 -0.42 1.29 4.39 4.6 8.66 7.61 5.85 7.03 7.02
Fund of Funds-Domestic-Hybrid 0.14 1.53 9.37 6.12 6.71 8.64 17.11 16.51 11.43 12.44
Debt: Low Duration 0.22 0.44 2.13 4.29 4.41 8.04 7.07 5.85 6.59 6.71
Debt: Gilt 0.36 -0.66 0.49 3.78 3.99 7.98 7.61 5.38 7.37 7.14
Fund of Funds-Domestic-Debt 0.32 0.18 3.53 5.05 5.18 7.96 11.86 15.57 7.87 8.54
Debt: Money Market 0.21 0.51 2.02 4.19 4.33 7.89 7.18 5.72 6.56 6.5
Debt: Long Duration 0.39 -0.83 -0.01 3.32 3.52 7.55 7.97 5.02 7.08 7.48
Fund of Funds-Income Plus Arbitrage 0.25 0.25 2.02 3.58 3.7 7.48 9.83 8.82 7.92 4.91
Debt: Ultra Short Duration 0.19 0.49 1.85 3.81 3.95 7.41 6.8 5.55 6.31 6.31
ETFs -0.03 1.37 15.31 7.5 7.66 7.32 19.55 19.75 12.69 13.62
Hybrid: Conservative 0.19 0.33 4.57 4.23 4.39 7.14 9.99 9.88 7.79 8.77
Debt: Liquid 0.13 0.5 1.59 3.45 3.59 7.08 6.87 5.42 6.11 6.37
Equity: Sectoral-Technology -0.02 3.53 21.43 -4.52 -4.14 6.76 18.91 26.68 17.61 12.49
Hybrid: Arbitrage 0.14 0.52 1.52 3.21 3.43 6.74 6.7 5.37 5.71 5.62
Hybrid: Multi Asset Allocation 0.08 1.24 10.36 6.3 6.93 6.47 17.36 19.35 12.51 13.06
Hybrid: Equity Savings 0.07 0.84 5.68 3.6 3.78 6.38 11.04 11.01 7.89 8.23
Debt: Overnight 0.1 0.43 1.37 2.94 3.06 6.26 6.34 5.08 5.53 5.33
Hybrid: Balanced -0.2 0.61 8.82 3.38 3.47 5.83 - - - 15.29
Retirement Fund -0.14 0.96 11.24 4.21 4.15 5.37 14.87 14.1 9.93 12.27
Fund of Funds-Domestic-Equity -0.2 1.32 16.81 5.37 5.14 5.16 19.26 21.51 14.8 11.08
Hybrid: Aggressive -0.19 1.44 12.85 4.1 4.08 4.8 17.71 18.87 11.7 13.27
Hybrid: Dynamic Asset Allocation -0.02 1.14 9.54 3.77 3.77 4.52 13.98 13.3 9.61 10.76
Childrens Fund - 1.77 13.59 2.92 3.11 4.36 17.01 16.83 11.62 13.47
Index Fund -0.15 1.09 12.86 4.44 4.32 4.34 17.58 20.36 11.99 10.24
Equity: Contra -0.06 2.4 14.87 2.93 3.19 3.62 25.13 27.37 15.75 15.66
Equity: Thematic-Innovation -0.36 1.67 18.51 -1.55 -1.24 3.54 22.34 25.97 - 15.79
Equity: Large and Mid Cap -0.58 1.54 17.66 3.06 2.87 3.44 22.59 24.33 14.37 15.27
Equity: Thematic-ESG -0.32 1.58 15.85 3.45 3.56 3.24 18.2 18.03 12.22 15.6
Equity: Multi Cap -0.21 1.93 18.15 2.13 1.9 3.22 23.62 25.91 14.78 16.85
Equity: Large Cap -0.35 1.73 14.37 5.03 5.03 3.17 18.46 19.66 12.04 14.05
Equity: Focused -0.54 1.37 15.82 3.34 3.36 3.15 19.66 20.92 13.25 15.79
Equity: Thematic-Consumption -0.11 1.25 12.73 -0.28 -0.04 2.73 19.17 21.54 14.35 12.68
Equity: Mid Cap -0.55 1.68 20.7 1.65 1.26 2.44 25.46 28.37 15.86 19.1
Equity: Flexi Cap -0.43 1.82 16.55 2.1 2.06 2.09 20.24 22.02 13.57 15.99
Equity: ELSS -0.38 1.57 16.62 2.67 2.45 1.99 20.74 22.37 13.56 15.26
Equity: Thematic-Business-Cycle -0.32 1.92 16.86 1.48 1.23 1.73 23.43 27.32 13.3 13.33
Equity: Thematic-Others -0.04 2.07 17.31 3.88 3.79 1.5 22.28 25.43 13.72 14.25
Equity: Small Cap 0.05 2.41 21.42 -1.2 -1.3 1.34 25.42 32.92 17.27 18.76
Equity: Value -0.08 2.0 15.82 2.79 2.63 1.21 23.99 25.58 14.71 15.97
Equity: Dividend Yield 0.08 2.15 14.33 3.06 3.21 0.77 23.31 25.31 14.32 15.15
Equity: Thematic-Multi-Sector -2.43 0.95 7.02 -18.48 -20.73 - - - - -20.2
Equity: Thematic-Special-Opportunities -0.56 1.38 18.79 -0.66 -0.79 -0.29 20.9 - - 6.32
Equity: Thematic-Quantitative -0.66 1.84 16.2 2.52 2.39 -1.08 22.28 19.85 13.63 11.34
Equity: Sectoral-FMCG -0.54 -0.47 4.71 -1.59 0.13 -1.8 10.91 14.81 11.68 15.84
Equity: Thematic-Energy 0.78 2.89 15.76 7.46 8.02 -1.85 24.19 26.38 17.15 10.01
Equity: Thematic-Manufacturing 0.43 2.38 21.43 1.98 2.05 -2.88 25.66 27.22 14.27 11.47
Equity: Thematic-MNC 0.59 2.01 15.34 -0.46 0.08 -3.6 14.75 16.96 9.71 13.17
Equity: Thematic-Transportation 0.36 2.36 21.52 4.5 5.15 -3.81 22.86 26.48 11.83 16.38
Equity: Thematic-Active-Momentum -0.74 1.56 16.33 -5.0 -5.01 -4.66 - - - 12.76
Equity: Sectoral-Infrastructure -0.16 1.8 19.33 2.32 1.7 -5.29 30.21 31.79 15.19 12.68
Equity: Thematic-PSU -0.24 0.8 14.71 6.66 5.94 -7.09 36.98 30.21 14.65 15.73