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 2.16 5.24 17.95 35.84 40.58 94.61 41.63 29.46 16.45 27.71
Equity: Sectoral-Infrastructure -0.33 3.41 19.76 33.11 36.88 71.59 34.02 28.72 17.75 14.07
Equity: Thematic-Manufacturing -0.59 2.67 18.76 31.13 33.03 56.18 24.94 24.86 - 24.18
Equity: Thematic-Transportation -0.84 1.06 17.78 31.62 34.06 55.77 30.97 25.32 15.68 35.4
Equity: Mid Cap 0.48 3.88 19.08 25.62 28.05 54.63 24.82 27.02 19.17 23.27
Equity: Thematic-Energy 1.06 4.02 11.59 24.5 25.66 51.61 21.06 25.98 18.94 16.32
Equity: Small Cap 0.18 4.67 17.4 20.78 23.71 49.87 25.27 30.86 20.52 23.49
Equity: Dividend Yield 1.19 5.24 15.49 21.87 24.35 49.28 24.52 24.48 15.94 21.83
Equity: Contra 1.03 4.74 15.06 21.72 24.71 49.27 25.23 25.28 17.84 16.4
Equity: Value 0.86 4.86 15.27 20.91 23.79 48.88 23.29 22.56 17.09 19.98
Equity: Thematic-Others 0.47 4.35 15.42 22.1 24.81 47.83 21.36 23.02 16.29 27.73
Equity: Multi Cap 0.5 4.19 16.05 21.0 23.84 47.45 22.66 23.75 17.21 27.47
Equity: Large and Mid Cap 0.56 4.04 15.66 21.53 23.87 45.3 21.59 22.35 16.74 18.24
Equity: Sectoral-Pharma and Healthcare 1.39 4.26 10.63 17.77 21.47 44.91 14.63 25.94 15.16 22.78
Equity: Thematic-Quantitative 0.89 4.02 14.04 20.01 22.22 43.02 19.64 19.79 14.19 21.0
Equity: Flexi Cap 0.47 4.39 14.92 19.19 21.5 40.79 19.27 20.24 15.66 21.74
Equity: ELSS 0.52 4.47 14.72 19.02 21.23 40.63 19.79 20.34 15.71 17.74
Equity: Focused 0.58 4.3 13.9 18.55 20.71 38.77 18.9 19.39 15.2 19.05
Equity: Thematic-Consumption 1.17 4.09 14.87 18.5 20.0 37.04 21.93 21.63 16.61 20.31
Equity: Sectoral-Technology 2.64 9.5 15.54 12.8 17.21 36.35 15.14 26.14 18.98 20.77
Fund of Funds-Domestic-Equity 0.79 3.98 12.76 18.07 19.34 35.76 17.26 19.67 14.18 17.24
Equity: Thematic-ESG 0.96 4.36 13.92 16.51 18.48 35.21 16.43 18.2 14.42 20.51
Equity: Large Cap 0.63 4.56 12.77 16.89 18.84 35.04 17.62 17.66 13.8 16.33
ETFs 0.75 4.04 11.41 17.08 18.34 34.45 16.66 17.55 11.94 19.45
Hybrid: Aggressive 0.54 3.77 11.66 15.62 17.5 31.71 16.29 17.09 13.22 14.11
Equity: Thematic-MNC 0.33 2.38 16.04 17.37 18.44 31.04 15.53 18.35 14.32 21.31
Childrens Fund 0.66 4.63 13.72 15.74 16.96 30.48 16.32 15.87 12.96 15.78
Index Fund 0.48 2.93 9.66 13.05 14.65 28.32 18.13 17.72 13.1 18.07
Equity: Sectoral-Banking and Financial Services 0.38 4.26 11.28 11.57 13.27 27.92 15.78 13.86 14.07 18.15
Hybrid: Multi Asset Allocation 0.63 3.09 8.27 14.09 15.37 27.32 16.33 18.41 12.79 15.91
Fund of Funds-Domestic-Hybrid 0.62 2.83 8.21 12.01 13.37 25.32 14.44 14.11 12.23 13.54
Retirement Fund 0.35 2.64 9.22 12.22 13.54 25.15 13.12 12.57 11.1 13.38
Hybrid: Dynamic Asset Allocation 0.49 2.97 8.16 11.44 12.88 24.79 12.86 13.24 10.79 13.63
Fund of Funds-Domestic-Gold 1.58 2.91 0.83 17.34 16.08 22.84 13.96 14.96 8.73 10.28
Fund of Funds-Domestic-Gold and Silver 0.91 3.33 4.54 20.67 19.06 21.61 - - - 25.68
Fund of Funds-Domestic-Silver 0.22 3.96 9.75 26.74 24.04 21.23 - - - 20.68
Fund of Funds-Overseas 1.38 3.85 7.97 13.85 11.78 17.17 4.23 10.03 6.2 9.35
Hybrid: Equity Savings 0.32 1.79 5.37 7.63 8.64 15.91 9.63 9.83 8.41 8.59
Hybrid: Conservative 0.28 1.55 4.78 6.8 7.54 13.32 9.28 9.06 8.32 8.81
Equity: Sectoral-FMCG 2.03 4.34 14.12 8.18 7.42 12.81 19.8 16.71 14.97 16.79
Fund of Funds-Domestic-Debt 0.3 1.23 3.35 5.98 6.56 12.66 10.3 11.15 7.9 7.86
Equity: Thematic-International 1.7 4.06 6.15 10.57 9.04 12.25 3.96 10.82 9.21 10.13
Debt: Long Duration 0.28 0.88 3.72 5.98 6.74 8.74 5.48 5.34 7.49 7.87
Debt: Credit Risk 0.19 0.64 2.02 3.8 4.25 7.88 9.2 6.2 6.67 6.46
Debt: Gilt 0.26 0.76 3.06 4.75 5.26 7.77 5.52 5.79 7.91 7.57
Debt: Floater 0.19 0.79 2.09 4.07 4.45 7.71 5.83 6.39 7.17 6.7
Hybrid: Arbitrage 0.14 0.51 1.74 3.68 4.25 7.5 5.54 5.03 5.85 5.81
Debt: Dynamic Bond 0.26 0.75 2.8 4.49 4.96 7.43 5.62 5.87 7.35 6.84
Debt: Gilt Fund with 10 year constant duration 0.28 0.75 2.95 4.42 4.95 7.32 5.02 5.79 8.46 7.52
Debt: Liquid 0.13 0.59 1.72 3.62 3.97 7.22 5.7 5.06 6.26 6.5
Debt: Money Market 0.13 0.65 1.7 3.69 4.06 7.15 5.73 5.59 6.65 6.44
Debt: Corporate Bond 0.21 0.74 2.09 3.86 4.23 7.01 5.28 6.35 7.25 6.9
Debt: Low Duration 0.15 0.66 1.74 3.65 4.0 6.97 5.65 5.95 6.62 6.94
Debt: Banking and PSU 0.2 0.73 2.02 3.82 4.15 6.92 5.29 6.26 7.21 6.69
Debt: Medium to Long Duration 0.24 0.72 2.66 4.19 4.64 6.9 5.45 5.53 6.76 7.73
Debt: Medium Duration 0.21 0.7 2.17 3.83 4.25 6.89 5.82 5.72 6.99 6.69
Debt: Ultra Short Duration 0.13 0.62 1.66 3.56 3.91 6.88 5.51 5.39 6.43 6.17
Debt: Short Duration 0.21 0.71 2.01 3.67 4.05 6.83 5.62 6.06 6.88 6.78
Debt: Overnight 0.12 0.53 1.6 3.26 3.56 6.72 5.41 4.7 5.73 5.2
Hybrid: Balanced 0.23 2.74 9.64 12.39 13.66 - - - - 21.25

Our AMC partner from all over India