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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 0.2 -0.21 1.28 22.35 27.85 30.97 23.48 13.41 12.81 15.1
Fund of Funds-Domestic-Gold and Silver 0.66 1.15 7.92 22.95 28.63 27.05 - - - 26.01
Fund of Funds-Domestic-Silver -0.68 5.82 17.13 24.01 29.98 24.53 25.38 - - 20.87
Fund of Funds-Overseas 1.4 3.93 18.85 9.32 12.07 17.22 18.04 11.05 8.6 10.58
Equity: Sectoral-Pharma and Healthcare 0.84 4.92 7.19 4.41 -1.06 16.52 24.52 21.78 12.49 17.21
Equity: Thematic-International 0.39 2.41 13.89 7.16 8.11 12.23 13.55 9.94 8.8 10.13
Equity: Sectoral-Banking and Financial Services 0.42 2.21 5.24 17.69 12.26 12.03 20.39 21.41 12.73 16.08
Debt: Credit Risk 0.19 0.77 2.89 7.1 7.54 11.32 8.63 9.36 6.55 6.8
Debt: Gilt Fund with 10 year constant duration 0.23 0.71 1.02 5.69 6.19 10.43 8.98 5.59 8.15 7.85
Debt: Medium Duration 0.21 0.88 1.88 5.36 5.8 9.64 7.75 6.85 6.83 7.15
Debt: Corporate Bond 0.18 0.67 1.93 5.18 5.57 9.31 7.63 5.99 7.21 7.19
Debt: Short Duration 0.16 0.64 1.88 4.96 5.37 9.0 7.47 6.02 6.85 7.04
Debt: Floater 0.14 0.66 1.85 4.83 5.25 8.94 7.84 6.27 7.17 6.97
Debt: Banking and PSU 0.17 0.61 1.76 4.94 5.33 8.91 7.43 5.88 7.25 7.13
Debt: Medium to Long Duration 0.2 0.7 0.9 4.71 5.14 8.64 7.65 5.51 6.55 7.74
Debt: Dynamic Bond 0.28 0.85 0.73 4.7 5.07 8.63 7.64 5.85 7.1 7.03
Debt: Gilt 0.35 1.12 0.09 4.36 4.7 8.2 7.82 5.46 7.46 7.23
Fund of Funds-Domestic-Debt 0.22 0.49 2.03 5.45 5.29 8.02 11.46 15.18 7.49 8.49
Debt: Low Duration 0.11 0.6 1.93 4.27 4.65 7.97 7.1 5.82 6.58 6.49
Debt: Long Duration 0.43 1.28 -0.17 4.1 4.38 7.85 8.36 5.0 7.17 7.83
Debt: Money Market 0.11 0.58 1.84 4.16 4.54 7.83 7.2 5.73 6.55 6.51
Fund of Funds-Domestic-Hybrid 0.29 1.17 5.11 8.17 6.5 7.68 16.32 16.05 11.31 12.37
ETFs 0.31 1.44 6.9 10.07 7.67 7.55 18.48 19.22 12.85 13.39
Debt: Ultra Short Duration 0.11 0.56 1.74 3.79 4.16 7.36 6.82 5.57 6.3 6.32
Fund of Funds-Income Plus Arbitrage 0.16 0.56 1.69 3.83 3.93 7.26 9.61 8.51 7.88 4.69
Hybrid: Conservative 0.23 0.85 2.24 5.22 4.52 7.07 9.72 9.7 7.77 8.76
Debt: Liquid 0.1 0.49 1.53 3.39 3.8 7.01 6.88 5.44 6.1 6.38
Hybrid: Balanced 0.54 1.42 3.77 6.52 3.67 6.59 - - - 15.05
Hybrid: Arbitrage 0.13 0.39 1.38 3.18 3.6 6.54 6.7 5.41 5.7 5.64
Hybrid: Multi Asset Allocation 0.29 1.37 5.04 8.71 6.98 6.52 16.72 18.88 12.51 13.03
Hybrid: Equity Savings 0.21 0.84 2.82 4.81 3.76 6.26 10.57 10.75 7.87 8.23
Debt: Overnight 0.1 0.44 1.35 2.89 3.27 6.22 6.35 5.1 5.52 5.18
Retirement Fund 0.48 1.37 4.96 7.15 4.05 5.78 14.23 13.79 9.86 12.15
Equity: Thematic-Innovation 0.58 2.91 10.18 5.5 -0.8 5.53 20.7 25.27 - 16.03
Equity: Mid Cap 0.93 3.2 11.0 9.42 1.78 5.53 23.91 28.16 15.83 19.17
Equity: Small Cap 0.92 5.09 12.07 7.26 -0.04 5.5 24.26 32.78 17.3 19.01
Fund of Funds-Domestic-Equity 0.64 1.37 7.75 8.65 4.49 5.46 18.17 21.06 14.64 10.61
Equity: Multi Cap 0.73 2.9 8.57 8.57 2.25 5.33 22.11 25.3 14.74 16.81
Childrens Fund 0.55 2.33 6.34 7.18 3.29 5.01 16.06 16.42 11.58 13.43
Hybrid: Aggressive 0.41 1.47 5.3 7.68 3.79 4.91 16.59 18.34 11.58 13.21
Equity: Large and Mid Cap 0.5 2.1 7.69 8.84 2.8 4.62 21.08 23.84 14.27 15.13
Hybrid: Dynamic Asset Allocation 0.34 1.26 4.08 6.29 3.61 4.41 13.18 12.84 9.53 10.65
Index Fund 0.3 1.12 5.53 7.29 3.97 4.3 16.18 19.54 11.81 9.73
Equity: Focused 0.49 1.69 6.36 8.82 3.23 3.77 18.3 20.35 13.16 15.61
Equity: Contra 0.36 2.38 6.93 7.95 2.99 3.0 23.48 26.5 15.55 15.61
Equity: Flexi Cap 0.48 2.03 6.76 7.76 1.81 2.98 18.78 21.34 13.39 15.86
Equity: ELSS 0.44 1.94 6.56 8.09 2.23 2.85 19.31 21.69 13.46 15.19
Equity: Thematic-Business-Cycle 0.6 2.62 7.65 7.57 1.23 2.45 21.72 27.04 13.25 13.36
Equity: Thematic-Others 0.46 2.0 7.67 7.7 3.29 2.37 20.92 24.72 13.54 13.24
Equity: Thematic-ESG 0.52 1.04 5.45 7.08 2.74 2.26 16.55 17.43 12.14 15.27
Equity: Large Cap 0.21 0.82 4.59 8.53 4.14 2.25 16.91 18.76 11.86 13.84
Equity: Thematic-Consumption 0.71 2.2 4.34 5.81 0.14 1.93 17.82 21.3 14.16 12.73
Equity: Thematic-Special-Opportunities 1.05 3.4 9.58 7.22 0.3 1.9 19.65 - - 7.17
Equity: Value 0.34 2.4 6.87 7.04 2.47 1.47 22.43 24.87 14.57 15.85
Equity: Thematic-Manufacturing 1.0 3.8 11.14 7.85 2.38 0.28 24.15 26.88 14.18 11.56
Equity: Sectoral-Technology -0.06 -0.63 12.21 -1.48 -6.31 0.18 17.83 23.91 17.08 11.43
Equity: Thematic-Multi-Sector 0.73 2.6 -1.08 -7.59 -20.95 - - - - -20.42
Equity: Dividend Yield 0.27 1.47 5.97 6.18 2.63 -0.15 21.66 24.42 14.13 14.89
Equity: Thematic-Transportation 1.19 4.07 12.57 11.08 6.33 -0.72 21.57 26.55 11.75 16.86
Equity: Thematic-Quantitative 0.34 1.83 5.9 6.51 1.86 -0.84 20.47 19.1 13.53 10.94
Equity: Thematic-Energy 0.59 3.49 7.69 9.46 7.81 -1.25 22.51 25.29 16.7 9.77
Equity: Sectoral-Infrastructure 0.54 2.88 8.95 7.59 1.58 -1.91 28.2 31.72 15.07 12.66
Equity: Thematic-MNC 1.09 3.44 10.17 4.96 0.87 -2.46 13.53 16.7 9.64 13.44
Equity: Thematic-Active-Momentum 0.2 2.58 6.53 0.35 -5.15 -2.49 - - - 12.37
Equity: Sectoral-FMCG 0.36 3.77 2.78 3.27 2.74 -5.51 10.64 15.06 11.65 15.93
Equity: Thematic-PSU 0.03 1.57 3.85 7.63 5.27 -6.95 34.66 29.52 14.4 15.42