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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-Overseas -3.92 -1.41 -1.19 6.52 16.67 21.49 25.01 12.79 11.82 13.33
Equity: Thematic-International -1.83 -0.97 -0.33 8.72 15.27 20.16 19.85 9.94 12.7 11.12
Fund of Funds-Domestic-Silver -4.02 -7.92 -5.4 -16.08 -8.88 16.97 40.79 - - 23.83
Fund of Funds-Domestic-Gold and Silver -2.31 -5.31 -1.06 -9.92 0.59 14.88 36.7 - - 23.18
Fund of Funds-Domestic-Gold -0.95 -3.29 2.8 -4.55 7.86 13.29 33.64 23.21 15.34 15.0
Equity: Thematic-Special-Opportunities 0.04 -0.12 2.03 13.44 8.26 11.56 16.74 11.33 - 10.05
Equity: Sectoral-Pharma and Healthcare -0.5 -4.49 -3.13 12.63 12.06 10.44 18.65 12.65 13.22 13.65
Equity: Thematic-Active-Momentum 0.2 -0.97 0.37 10.29 7.67 9.11 12.47 - - 9.89
Equity: Small Cap 0.33 -1.59 -0.26 13.11 10.74 8.78 13.28 13.09 15.76 16.78
Equity: Thematic-Manufacturing 0.83 -1.52 -1.59 6.9 7.19 7.37 16.71 15.08 14.8 9.77
Debt: Credit Risk -0.1 0.02 0.94 3.74 6.06 7.22 8.9 8.93 6.05 6.75
Debt: Liquid 0.08 0.44 1.5 3.04 4.98 6.25 6.7 6.17 5.91 6.19
Debt: Money Market 0.03 0.42 1.63 3.06 4.87 6.14 6.95 6.31 6.28 6.19
Hybrid: Arbitrage 0.09 0.49 1.33 2.69 4.52 5.88 6.44 5.95 5.55 5.51
Debt: FMP 0.09 0.44 1.39 2.86 4.61 5.83 6.5 6.2 6.05 7.21
Debt: Ultra Short Duration 0.03 0.38 1.44 2.86 4.59 5.71 6.63 6.01 5.86 5.98
Debt: Low Duration -0.01 0.28 1.27 2.72 4.31 5.46 6.76 6.06 6.21 6.47
Debt: Floater -0.11 0.04 0.75 2.58 4.11 5.18 7.14 6.31 6.72 6.69
Debt: Overnight 0.1 0.41 1.24 2.52 3.99 5.13 5.92 5.65 5.25 4.75
Fund of Funds-Income Plus Arbitrage -0.05 0.16 0.78 2.42 3.76 4.68 8.22 6.98 7.48 5.41
Debt: Medium Duration -0.19 -0.26 0.09 2.02 3.33 4.19 7.03 6.13 6.07 6.93
Debt: Short Duration -0.15 -0.07 0.44 2.08 3.18 4.01 6.65 5.88 6.2 6.33
Equity: Thematic-Innovation 0.68 -2.5 -0.89 10.65 5.36 3.96 15.37 10.4 - 11.44
Debt: Banking and PSU -0.18 -0.08 0.4 2.04 3.09 3.89 6.6 5.8 6.57 6.85
Debt: Corporate Bond -0.18 -0.15 0.3 2.0 3.02 3.78 6.71 5.8 6.47 6.83
Equity: Thematic-Transportation 2.25 -2.71 0.74 7.45 1.6 3.27 17.14 14.9 10.71 15.69
Fund of Funds-Domestic-Debt -0.42 -0.46 -0.94 1.33 1.98 2.62 6.9 5.95 6.69 5.6
Debt: Dynamic Bond -0.27 -0.46 -0.72 1.27 1.95 2.03 5.99 5.21 5.93 6.56
Equity: Thematic-Energy 1.09 -2.46 -5.09 -3.6 -0.29 1.88 14.37 10.55 14.21 6.73
Hybrid: Multi Asset Allocation 0.83 -1.48 -2.18 -1.04 -0.72 1.87 12.95 11.16 12.06 8.72
Debt: Medium to Long Duration -0.34 -0.55 -0.9 1.23 1.72 1.86 5.83 4.99 5.37 7.28
Hybrid: Equity Savings 0.7 -0.29 -0.58 1.34 0.69 1.85 7.15 6.41 7.32 7.43
Equity: Mid Cap 1.3 -2.36 -4.15 3.8 1.19 1.36 13.84 12.0 14.51 15.03
Equity: Multi Cap 1.32 -1.53 -2.37 5.04 0.86 1.28 12.0 10.59 13.5 11.67
Fund of Funds-Domestic-Hybrid 0.96 -1.26 -1.98 0.27 -0.63 1.1 10.94 9.38 10.58 8.59
Debt: Gilt Fund with 10 year constant duration -0.51 -1.44 -2.37 0.17 0.48 0.88 6.3 5.06 6.76 6.95
Hybrid: Conservative 0.3 -0.51 -1.11 0.51 0.16 0.86 6.55 6.27 6.64 8.24
Debt: Gilt -0.32 -0.59 -1.33 1.13 1.22 0.59 5.41 4.76 5.91 6.64
ETFs 1.66 -1.72 -3.06 -1.89 -3.24 0.52 13.57 9.77 12.62 8.44
Hybrid: Balanced 0.72 -0.62 -1.66 2.34 0.03 0.23 8.84 - - 2.99
SIF - Hybrid Long Short 0.67 -0.46 3.92 6.16 8.9 - - - - 7.24
SIF - Equity Long Short 1.32 -0.5 -1.51 4.47 2.94 - - - - 1.9
Life Cycle Funds 0.19 - - - - - - - - -1.75
Debt: Sectoral - Financial Services 0.02 0.24 - - - - - - - 0.55
Equity: Sectoral-Infrastructure 0.94 -1.59 -5.33 -0.23 1.0 -0.44 13.13 14.69 14.45 11.76
Debt: Long Duration -0.56 -0.9 -2.2 0.48 0.26 -0.52 5.48 4.75 5.8 5.2
Equity: Thematic-MNC 0.49 -3.02 -4.43 2.54 -1.15 -0.55 5.46 6.06 8.68 10.87
Equity: Sectoral-Banking and Financial Services 2.23 -1.11 -4.86 -0.43 -3.96 -0.74 10.58 8.97 11.37 8.86
Index Fund 1.84 -0.98 -2.79 0.08 -2.6 -1.25 8.66 7.26 10.88 4.89
Equity: Focused 2.03 -1.17 -2.8 2.43 -2.33 -1.34 10.24 8.34 12.15 12.74
Equity: Thematic-Business-Cycle 1.47 -1.88 -3.21 2.7 -1.38 -1.43 11.06 10.84 12.09 8.13
Childrens Fund 1.5 -0.94 -2.91 1.25 -2.6 -1.45 8.24 7.2 9.3 11.01
Retirement Fund 1.13 -1.18 -2.84 0.38 -2.25 -1.5 7.95 6.96 8.99 9.5
Hybrid: Dynamic Asset Allocation 1.33 -0.77 -2.18 0.1 -2.66 -1.51 7.46 6.84 8.65 7.68
Equity: Thematic-Multi-Sector 2.5 -1.4 -4.99 0.36 -5.07 -1.52 - - - -9.18
Equity: Thematic-PSU 1.93 -1.77 -5.52 -6.38 -3.82 -1.55 16.39 17.85 13.25 11.64
Equity: Value 2.14 -1.18 -3.9 -0.27 -4.19 -1.55 10.7 10.01 12.22 11.81
Equity: Thematic-Others 1.96 -1.66 -4.11 0.04 -3.86 -1.92 11.62 9.35 12.47 5.42
Equity: Flexi Cap 1.78 -1.08 -2.63 2.16 -2.49 -2.01 10.09 8.39 12.39 10.19
Equity: Large and Mid Cap 1.92 -1.88 -4.11 1.14 -2.94 -2.09 11.45 9.59 12.72 10.89
Hybrid: Aggressive 1.44 -0.9 -2.63 0.22 -3.24 -2.27 9.0 7.71 10.6 11.54
Equity: Dividend Yield 2.08 -1.56 -3.91 -2.09 -5.32 -3.45 10.34 10.08 12.57 9.46
Fund of Funds-Domestic-Equity 1.75 -2.39 -4.39 -0.37 -3.25 -3.6 10.18 8.69 12.08 4.47
Equity: ELSS 2.06 -1.18 -3.48 0.11 -4.66 -3.99 9.37 8.22 12.37 12.98
Equity: Thematic-Quantitative 2.49 -1.85 -4.83 -2.97 -7.01 -4.54 9.65 8.49 12.92 6.67
Equity: Thematic-ESG 2.38 -1.31 -4.21 0.14 -5.74 -4.91 8.08 6.0 10.54 9.6
Equity: Sectoral-Technology 5.0 0.62 3.9 8.97 -7.71 -5.39 5.7 3.57 16.16 8.0
Equity: Contra 2.0 -1.47 -3.67 -1.4 -7.76 -5.58 10.9 10.97 14.05 8.73
Equity: Large Cap 2.49 -0.91 -3.67 -2.08 -7.51 -5.64 8.09 6.53 10.83 10.51
Equity: Thematic-Consumption 1.76 -1.84 -2.91 3.11 -5.15 -7.87 7.26 8.07 12.12 7.11
Equity: Sectoral-FMCG 1.55 -0.67 -6.83 -6.79 -18.54 -18.89 -5.07 2.12 8.14 14.15