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 0.25 -3.13 -6.33 3.96 28.91 58.75 32.2 26.32 14.58 19.88
Equity: Sectoral-Pharma and Healthcare 0.16 -0.07 6.78 25.15 37.4 51.61 20.33 28.33 14.02 26.88
Equity: Sectoral-Infrastructure -0.41 -3.02 -1.71 10.28 29.91 48.64 25.89 27.77 16.17 13.48
Equity: Thematic-Manufacturing 0.07 -3.48 -1.25 11.8 28.88 44.38 21.99 25.86 16.87 14.6
Equity: Contra 0.35 -2.33 1.16 13.44 24.98 42.16 20.69 25.0 16.39 16.12
Equity: Thematic-Transportation 0.5 -7.82 -4.16 7.33 26.24 41.22 22.96 22.58 12.62 25.69
Equity: Mid Cap 0.09 -3.06 1.27 15.14 26.98 40.79 19.67 26.41 17.4 21.34
Equity: Thematic-Energy -0.09 -3.84 -2.71 5.47 20.91 40.3 16.25 23.82 17.18 9.02
Equity: Dividend Yield 0.13 -3.11 -0.42 11.96 22.61 39.79 19.36 23.52 14.48 17.03
Equity: Sectoral-Technology 2.38 -1.15 5.87 22.92 23.93 39.11 11.39 27.89 17.61 18.01
Equity: Value -0.12 -2.47 0.51 11.92 22.24 38.53 18.39 22.45 15.54 17.98
Equity: Small Cap -0.22 -1.01 3.77 17.35 26.21 37.94 21.27 31.3 18.84 22.32
Equity: Thematic-Others 0.21 -2.62 0.57 12.82 23.6 37.3 16.66 23.36 14.6 18.39
Equity: Multi Cap - -2.65 1.76 13.35 23.2 37.2 17.7 22.87 15.67 21.79
Equity: Large and Mid Cap 0.05 -2.72 1.05 12.68 22.96 37.05 16.47 21.54 15.13 15.89
Fund of Funds-Domestic-Equity 0.53 -2.74 3.12 12.41 21.6 34.6 14.32 17.4 13.59 14.34
Equity: Thematic-Quantitative -0.28 -4.48 -1.34 8.63 18.34 33.87 15.0 18.5 13.16 16.45
Equity: Flexi Cap 0.01 -2.85 1.3 11.92 20.45 33.84 14.48 19.27 14.3 19.39
Equity: ELSS -0.12 -2.82 1.17 11.6 20.09 33.76 14.85 19.5 14.19 16.43
Equity: Focused -0.16 -3.22 1.35 11.67 20.09 33.28 13.75 18.39 13.92 17.54
Equity: Thematic-ESG 0.34 -2.98 1.18 13.47 19.28 32.41 12.14 17.05 12.82 17.0
Equity: Thematic-Consumption -0.39 -6.02 -0.03 12.7 21.41 31.87 16.88 19.7 15.27 17.76
ETFs -0.11 -1.97 2.99 10.23 18.28 30.5 13.44 16.52 12.14 15.45
Equity: Large Cap -0.04 -3.25 0.08 9.34 16.57 30.28 12.12 16.53 12.39 14.98
Hybrid: Aggressive -0.13 -2.12 1.09 9.93 17.4 27.56 12.78 16.6 12.03 13.7
Fund of Funds-Overseas 3.08 1.47 10.94 9.55 16.33 27.52 5.44 9.96 7.41 9.74
Fund of Funds-Domestic-Silver -5.5 1.3 14.18 11.14 22.62 27.36 - - - 15.26
Childrens Fund 0.01 -2.0 1.27 11.95 17.21 26.85 12.17 15.14 11.9 15.26
Fund of Funds-Domestic-Gold -2.84 2.21 11.58 7.11 20.71 26.05 15.88 13.83 10.03 10.13
Fund of Funds-Domestic-Gold and Silver -4.33 0.92 12.29 8.14 20.91 25.36 - - - 22.34
Equity: Thematic-International 2.93 0.84 9.37 9.35 14.13 25.27 5.07 10.22 8.97 10.26
Hybrid: Multi Asset Allocation -0.39 -1.34 2.22 7.88 15.8 24.86 13.86 17.79 12.29 13.87
Equity: Thematic-MNC 0.61 -2.64 -0.98 11.03 16.21 24.52 12.16 16.33 12.4 15.38
Equity: Sectoral-Banking and Financial Services -0.48 -0.04 4.13 9.46 13.12 24.43 12.18 13.48 12.84 16.41
Index Fund 0.09 -2.07 0.87 8.04 14.24 23.52 13.0 17.16 11.82 12.61
Fund of Funds-Domestic-Hybrid 0.08 -0.66 2.23 8.62 14.68 23.12 12.44 13.78 11.53 13.04
Retirement Fund 0.05 -1.36 1.55 8.98 14.28 22.41 10.83 12.46 10.2 12.73
Hybrid: Balanced 0.07 -1.09 2.08 9.23 15.15 22.12 - - - 21.36
Hybrid: Dynamic Asset Allocation 0.07 -1.68 0.67 7.31 12.99 21.43 10.87 12.66 9.83 11.91
Hybrid: Equity Savings 0.16 -0.38 1.57 6.19 10.22 14.79 8.42 9.72 8.27 8.45
Hybrid: Conservative 0.09 -0.24 1.69 5.89 9.46 13.16 8.27 9.01 7.85 8.75
Fund of Funds-Domestic-Debt 0.05 0.36 1.68 5.19 9.01 12.16 8.86 11.15 7.69 7.93
Debt: Long Duration 0.16 0.21 2.17 5.96 9.9 11.39 5.7 6.23 7.18 8.48
Equity: Sectoral-FMCG -1.38 -6.83 -5.64 5.27 4.46 11.36 14.75 13.65 13.18 16.44
Debt: Gilt Fund with 10 year constant duration 0.29 0.41 2.03 5.3 8.15 9.87 5.45 6.4 8.09 7.63
Debt: Gilt 0.19 0.26 2.0 5.21 8.22 9.74 5.87 6.39 7.6 7.61
Debt: Dynamic Bond 0.18 0.33 2.0 5.01 7.89 9.27 5.89 6.25 7.15 6.91
Debt: Medium to Long Duration 0.21 0.42 1.91 4.83 7.49 8.93 5.59 6.05 6.51 7.15
Debt: Medium Duration 0.18 0.65 2.09 4.53 7.17 8.42 6.06 5.97 6.81 6.83
Debt: Floater 0.2 0.68 2.04 4.38 7.23 8.32 6.31 6.42 7.15 6.72
Debt: Credit Risk 0.17 0.82 2.16 4.37 7.12 8.18 8.98 6.55 6.48 6.54
Debt: Corporate Bond 0.17 0.6 2.05 4.37 7.06 8.17 5.76 6.37 7.11 6.99
Debt: Banking and PSU 0.16 0.59 1.98 4.23 6.91 8.01 5.77 6.3 7.18 6.92
Debt: Short Duration 0.24 0.64 1.98 4.22 6.77 7.92 5.92 6.21 6.78 6.85
Hybrid: Arbitrage 0.3 0.73 1.67 3.65 6.51 7.39 5.99 5.07 5.83 5.81
Debt: Low Duration 0.15 0.62 1.84 3.71 6.4 7.37 5.9 6.0 6.57 6.96
Debt: Money Market 0.16 0.59 1.79 3.59 6.37 7.37 6.12 5.61 6.57 6.48
Debt: Liquid 0.15 0.57 1.75 3.54 6.23 7.3 6.11 5.14 6.2 6.52
Debt: Ultra Short Duration 0.15 0.58 1.74 3.49 6.15 7.1 5.87 5.39 6.33 6.03
Debt: Overnight 0.12 0.53 1.59 3.22 5.62 6.63 5.77 4.78 5.65 5.32