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-Silver -0.41 -1.42 27.34 51.54 67.72 59.43 32.42 - - 34.83
Fund of Funds-Domestic-Gold and Silver -0.12 0.17 22.33 33.77 60.56 56.78 31.6 - - 21.04
Fund of Funds-Domestic-Gold -0.06 0.23 18.7 22.53 55.13 54.46 31.27 16.79 14.97 21.15
Fund of Funds-Overseas -2.06 -1.16 7.92 24.79 24.56 23.62 23.98 12.09 10.39 11.99
Equity: Thematic-International -1.53 -0.76 5.29 17.08 17.03 15.63 17.91 10.16 10.78 10.49
ETFs -0.53 1.26 6.92 11.98 14.06 12.14 18.19 18.18 14.07 14.02
Equity: Sectoral-Banking and Financial Services 0.61 3.0 5.35 8.69 14.32 11.94 16.23 18.91 13.88 15.11
Equity: Thematic-Transportation -0.93 -1.22 9.5 18.74 15.22 11.61 24.39 26.24 12.88 19.24
Hybrid: Multi Asset Allocation -0.44 0.76 5.46 9.17 12.1 11.06 17.14 17.91 13.05 13.23
Debt: Credit Risk 0.18 0.53 1.76 3.63 9.54 10.48 8.79 9.05 6.43 6.79
Fund of Funds-Domestic-Hybrid -0.37 0.8 3.86 6.99 9.51 9.25 15.09 15.17 11.68 11.65
Debt: Medium Duration 0.2 0.5 1.49 3.05 7.35 8.34 7.82 6.7 6.68 7.11
Debt: Corporate Bond 0.17 0.52 1.38 3.03 7.12 8.12 7.68 5.89 7.07 7.12
Debt: Short Duration 0.15 0.5 1.37 3.08 6.95 7.95 7.45 5.99 6.71 7.0
Debt: Floater 0.16 0.5 1.43 3.14 6.9 7.88 7.8 6.23 7.09 6.91
Debt: Banking and PSU 0.15 0.53 1.38 2.95 6.86 7.84 7.48 5.81 7.12 7.12
Debt: Gilt Fund with 10 year constant duration 0.28 0.33 0.84 1.18 6.54 7.71 8.36 5.34 7.81 7.6
Fund of Funds-Domestic-Debt 0.03 0.93 2.02 3.79 7.32 7.44 10.72 13.44 7.31 8.37
Debt: Low Duration 0.12 0.48 1.43 3.26 6.4 7.4 7.2 5.85 6.5 6.66
Debt: Money Market 0.12 0.46 1.41 3.23 6.28 7.32 7.24 5.84 6.47 6.54
Debt: Ultra Short Duration 0.12 0.46 1.41 3.13 5.88 6.89 6.9 5.64 6.22 6.38
Debt: Liquid 0.11 0.47 1.43 2.97 5.56 6.6 6.91 5.6 6.04 6.31
Debt: Medium to Long Duration 0.15 0.17 0.7 0.9 5.42 6.31 7.17 5.28 6.21 7.64
Hybrid: Arbitrage 0.17 0.54 1.37 2.75 5.23 6.22 6.86 5.48 5.68 5.54
Debt: Dynamic Bond 0.13 0.13 0.79 0.68 5.34 6.13 7.25 5.57 6.75 6.89
Fund of Funds-Income Plus Arbitrage 0.16 0.5 1.38 2.87 5.52 6.01 9.26 8.03 7.98 4.88
Debt: Overnight 0.1 0.45 1.35 2.69 4.93 5.91 6.33 5.25 5.46 5.27
Hybrid: Equity Savings -0.14 0.64 2.11 4.23 5.37 5.84 9.79 10.06 8.08 7.73
Hybrid: Conservative -0.07 0.47 1.5 2.82 5.37 5.68 8.95 9.04 7.73 8.66
Hybrid: Balanced -0.27 0.62 2.52 4.79 4.78 5.05 - - - 13.33
Debt: Gilt 0.06 -0.39 0.17 -1.19 3.76 4.5 6.92 4.99 6.97 6.91
Fund of Funds-Domestic-Equity -1.01 -0.13 4.19 8.08 6.57 4.17 17.22 19.82 14.76 9.66
Hybrid: Dynamic Asset Allocation -0.36 0.98 2.47 4.66 4.49 4.13 11.61 11.98 9.94 10.14
Hybrid: Aggressive -0.6 0.66 2.64 5.82 4.6 4.03 14.09 16.59 12.06 12.95
Index Fund -0.41 1.14 3.05 5.98 4.87 3.96 13.75 17.89 12.79 9.03
Retirement Fund -0.46 0.57 2.25 4.87 4.42 3.94 12.46 12.71 9.95 11.46
Equity: Large Cap -0.78 1.25 3.3 5.4 5.46 3.82 14.13 17.0 12.7 13.39
Debt: Long Duration 0.03 -0.55 0.04 -1.76 3.19 3.76 7.6 4.79 6.72 6.56
Equity: Thematic-Energy -0.83 1.54 5.32 7.82 9.82 3.56 19.02 24.15 18.98 9.44
Childrens Fund -0.28 1.24 3.2 7.13 3.91 3.2 13.7 16.56 11.71 13.31
Equity: Large and Mid Cap -0.68 0.98 3.37 8.38 3.45 3.18 17.71 21.28 14.86 14.14
Equity: Thematic-Innovation -1.19 -0.1 3.58 12.36 1.37 2.53 19.76 22.02 - 14.4
Equity: Focused -0.75 0.9 3.23 7.04 3.8 2.48 15.26 18.62 13.84 14.88
Equity: Mid Cap -0.59 0.84 3.31 10.68 1.77 2.29 20.53 24.65 16.37 18.08
Equity: Flexi Cap -0.81 0.7 3.09 7.42 2.53 1.84 15.71 19.07 14.19 13.97
Equity: Contra -0.69 1.0 3.16 6.93 3.46 1.79 19.5 24.0 16.28 15.38
Equity: Multi Cap -0.8 0.91 3.24 8.86 2.25 1.71 18.35 22.67 15.08 14.76
Equity: Thematic-Special-Opportunities -0.71 1.21 4.0 11.2 1.58 1.24 18.28 20.4 - 6.14
Equity: Thematic-Others -0.89 0.88 3.16 7.6 3.51 1.15 17.22 22.37 14.17 10.72
Equity: ELSS -0.88 0.81 2.75 6.6 2.12 1.15 16.0 19.26 14.15 14.58
Equity: Thematic-Consumption -1.08 -0.08 2.67 5.88 1.71 0.94 15.09 19.98 14.76 11.48
Equity: Thematic-Manufacturing -1.29 -0.07 4.04 11.28 2.97 0.87 21.61 25.34 15.24 10.23
Equity: Thematic-ESG -0.93 0.75 2.9 4.94 2.6 0.84 13.81 17.71 12.55 14.32
Equity: Value -0.7 1.37 3.91 7.6 2.93 0.81 18.66 22.31 14.77 15.31
Equity: Thematic-Business-Cycle -0.93 0.64 2.88 7.91 1.15 0.54 17.41 23.35 13.77 12.29
Equity: Dividend Yield -0.97 0.99 3.83 6.5 3.43 0.35 18.75 22.48 14.69 14.42
Equity: Thematic-PSU -0.44 2.39 7.3 8.59 7.82 0.12 27.52 31.77 15.78 14.78
Equity: Thematic-Quantitative -0.56 0.82 3.51 6.1 2.26 0.02 16.55 17.22 14.43 10.21
Equity: Thematic-Multi-Sector -0.02 2.15 5.09 2.02 -20.66 - - - - -20.13
Equity: Sectoral-Pharma and Healthcare -0.33 0.77 1.38 6.09 -2.33 -0.32 21.52 17.4 12.07 15.14
Equity: Thematic-MNC -0.89 0.4 4.21 8.65 1.0 -0.96 11.88 14.97 9.87 12.7
Equity: Sectoral-Infrastructure -1.72 0.16 2.3 8.52 -0.02 -2.61 22.79 29.76 15.92 12.77
Equity: Small Cap -1.09 0.66 2.51 11.59 -2.4 -2.99 19.51 27.37 17.17 17.09
Equity: Sectoral-FMCG -1.46 0.59 -0.13 -0.23 -0.09 -3.7 7.23 14.75 11.66 15.61
Equity: Sectoral-Technology -1.92 0.29 2.05 7.22 -7.54 -4.54 15.88 18.07 16.43 10.06
Equity: Thematic-Active-Momentum -0.26 0.9 2.83 7.74 -14.21 -8.81 - - - 7.13