Mutual Fund Category Monitor
Category
Name
1-Week Ret (%) 1-Month Ret (%) 3-Months Ret (%) 6-Months Ret (%) YTD Ret (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Equity: Thematic-PSU 2.26 0.16 15.14 42.68 15.63 91.11 39.71 23.91 16.45 20.32
Equity: Sectoral-Infrastructure 3.09 2.24 11.15 28.29 10.86 67.6 32.66 23.4 18.62 12.86
Equity: Thematic-Manufacturing 2.93 3.23 12.64 27.44 12.12 61.27 30.53 23.86 - 21.15
Equity: Sectoral-Pharma and Healthcare 2.6 -0.8 10.23 24.11 9.93 58.01 19.45 23.11 15.77 17.95
Equity: Mid Cap 2.44 0.77 5.41 17.27 4.81 53.6 24.04 21.28 19.91 20.31
Equity: Small Cap 2.21 -1.95 1.8 13.75 1.39 51.87 28.06 24.5 21.56 19.7
Equity: Value 1.81 0.27 6.15 20.88 5.92 50.96 23.03 18.18 18.05 17.62
Equity: Multi Cap 2.17 0.53 5.24 17.55 4.96 49.88 23.81 20.38 17.92 20.7
Equity: Contra 2.14 0.43 6.41 20.7 5.92 49.35 24.57 20.75 18.02 15.65
Equity: Thematic-Quantitative 2.19 2.17 6.91 21.72 6.69 48.62 16.96 19.08 14.52 20.35
Equity: Thematic-Others 2.3 1.0 7.24 19.68 6.77 47.76 21.8 19.36 16.66 22.23
Equity: Dividend Yield 1.7 -0.2 6.06 20.55 5.8 47.38 25.1 19.79 16.01 19.61
Equity: Large and Mid Cap 2.43 1.23 5.77 17.78 5.39 46.59 21.33 18.45 17.1 15.59
Equity: Thematic-Energy 2.15 0.69 7.03 22.02 5.98 44.55 22.57 21.12 19.94 10.59
Equity: Flexi Cap 2.01 0.96 4.9 16.75 4.68 43.41 19.02 16.68 16.16 17.82
Equity: ELSS 1.88 0.94 4.83 16.8 4.62 42.54 19.43 16.81 16.25 16.18
Equity: Focused 2.12 1.76 5.41 16.83 5.2 41.87 18.55 16.53 16.01 16.23
Equity: Thematic-Consumption 2.22 1.59 3.75 14.3 3.17 41.42 21.04 17.14 16.55 14.93
Equity: Large Cap 1.98 2.12 5.58 17.36 5.56 39.55 17.2 15.24 14.36 14.77
Equity: Sectoral-Technology -0.67 -4.42 2.33 13.95 2.66 38.17 18.0 23.35 18.4 12.01
Fund of Funds-Domestic-Equity 1.64 0.95 5.4 16.79 5.06 38.15 17.19 16.32 13.8 13.39
Equity: Thematic-ESG 1.66 -0.05 3.76 14.37 3.43 37.78 16.62 14.8 14.43 18.14
Hybrid: Aggressive 1.54 1.25 4.74 13.84 4.62 33.23 16.33 14.36 13.79 13.46
Equity: Sectoral-Banking and Financial Services 1.52 0.45 0.29 10.96 0.3 31.77 15.16 11.96 14.98 14.59
Childrens Fund 1.46 0.31 2.11 10.08 1.86 30.85 15.48 12.92 13.34 13.32
Hybrid: Multi Asset Allocation 1.12 1.61 4.88 13.6 4.71 30.5 16.93 16.54 12.66 10.74
Equity: Thematic-MNC 1.45 -0.61 1.55 6.77 0.52 29.78 14.09 12.03 14.92 18.31
Index Fund 1.05 0.76 4.1 12.52 3.92 29.27 17.62 15.09 13.45 14.68
ETFs 0.96 0.77 1.23 8.94 1.35 27.56 14.02 14.33 11.46 10.24
Retirement Fund 1.29 1.21 3.74 10.88 3.55 27.55 12.55 10.83 11.37 12.14
Fund of Funds-Domestic-Hybrid 1.32 0.61 3.74 11.29 3.44 26.41 14.28 12.37 11.77 12.67
Hybrid: Dynamic Asset Allocation 1.15 0.94 4.05 11.82 3.9 26.25 12.2 11.53 11.32 11.71
Fund of Funds-Overseas 0.79 3.08 4.9 17.51 4.96 23.58 4.83 9.62 6.52 8.54
Equity: Thematic-International 0.82 3.61 6.21 16.87 6.18 21.65 5.56 11.25 9.6 10.21
Hybrid: Equity Savings 0.74 0.67 2.68 7.35 2.63 17.8 9.5 8.9 8.27 8.19
Equity: Sectoral-FMCG 1.34 -0.14 -3.35 0.43 -5.07 16.23 17.93 13.59 13.81 16.43
Hybrid: Conservative 0.56 0.68 2.66 6.39 2.59 14.14 9.06 8.02 8.56 8.7
Fund of Funds-Domestic-Debt 0.37 0.64 2.85 6.19 2.79 13.3 10.11 10.31 8.01 7.6
Fund of Funds-Domestic-Gold -0.03 7.52 5.11 13.71 5.38 12.22 13.04 14.56 7.32 8.01
Debt: Long Duration 0.35 0.79 4.34 5.4 4.12 9.24 4.73 6.79 7.66 8.17
Fund of Funds-Domestic-Gold and Silver -0.14 6.52 2.56 8.84 3.13 8.88 - - - 19.52
Debt: Gilt Fund with 10 year constant duration 0.17 0.66 2.8 4.31 2.56 8.4 4.73 7.16 8.57 7.5
Debt: Credit Risk 0.19 0.69 2.12 4.41 2.06 8.34 9.38 4.96 6.75 6.44
Debt: Gilt 0.25 0.69 3.08 4.53 2.88 8.26 5.18 6.93 8.17 7.53
Debt: Dynamic Bond 0.23 0.67 2.86 4.27 2.7 7.95 5.43 6.32 7.49 6.82
Debt: Floater 0.22 0.75 2.08 3.64 2.0 7.86 5.62 6.43 7.2 6.52
Debt: Medium to Long Duration 0.22 0.65 2.62 3.94 2.44 7.59 5.21 5.86 6.9 7.73
Hybrid: Arbitrage 0.21 0.46 2.01 3.71 1.97 7.48 5.23 5.04 5.85 5.57
Debt: Medium Duration 0.16 0.63 2.18 3.71 2.07 7.47 6.1 5.63 7.5 6.64
Debt: Corporate Bond 0.19 0.67 2.09 3.6 2.01 7.43 5.19 6.58 7.45 6.82
Debt: Money Market 0.2 0.68 1.91 3.6 1.87 7.37 5.35 5.73 6.68 6.34
Debt: Banking and PSU 0.17 0.64 2.09 3.6 2.01 7.33 5.16 6.53 7.25 6.57
Debt: Liquid 0.17 0.6 1.84 3.57 1.77 7.19 5.27 5.04 6.3 6.41
Debt: Low Duration 0.18 0.65 1.85 3.43 1.81 7.17 5.45 5.52 6.63 6.49
Debt: Short Duration 0.18 0.62 1.99 3.57 1.9 7.14 5.5 5.92 6.91 6.76
Debt: Ultra Short Duration 0.18 0.62 1.81 3.43 1.77 7.0 5.22 5.44 6.5 6.09
Debt: Overnight 0.13 0.52 1.64 3.32 1.58 6.7 5.06 4.67 5.78 4.96
Fund of Funds-Domestic-Silver -1.13 6.36 -1.16 3.34 0.32 5.6 - - - 6.97