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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-Silver -5.63 -8.84 -9.46 24.15 6.06 121.59 45.83 - - 42.11
Fund of Funds-Domestic-Gold and Silver -4.89 -5.14 -8.59 18.45 8.92 77.47 38.51 - - 39.43
Fund of Funds-Domestic-Gold -4.55 -2.08 -7.96 11.21 9.89 48.92 33.22 23.01 15.8 19.24
Fund of Funds-Overseas -0.71 -0.54 14.05 17.52 17.84 42.41 24.94 12.7 12.49 14.17
Equity: Thematic-International -0.21 0.68 11.02 11.92 12.36 28.2 17.31 9.86 12.65 11.11
Equity: Thematic-Transportation 0.85 1.73 5.5 -3.49 -4.27 11.18 19.2 16.59 12.04 14.77
ETFs -0.25 0.47 1.49 -1.65 -3.19 10.03 15.11 9.81 9.83 10.98
Hybrid: Multi Asset Allocation -0.27 0.4 0.75 0.99 -0.03 9.95 15.95 13.63 12.84 11.23
Equity: Sectoral-Pharma and Healthcare 1.15 2.92 9.27 7.9 8.74 9.29 23.6 13.36 13.9 14.86
Equity: Thematic-Energy -1.7 -0.72 3.77 7.24 4.84 9.23 19.8 14.27 17.05 9.97
Equity: Thematic-Active-Momentum -0.55 4.27 10.19 5.22 3.43 9.12 - - - 9.72
Equity: Thematic-Manufacturing -0.51 1.7 8.79 5.89 4.98 8.74 21.44 17.62 15.96 10.06
Debt: Credit Risk 0.36 0.87 2.48 4.32 4.02 7.62 8.82 9.2 6.42 6.85
Equity: Thematic-Special-Opportunities 0.36 3.84 11.65 3.44 2.15 6.52 19.93 14.31 - 7.22
Debt: Liquid 0.15 0.56 1.73 3.16 2.86 6.08 6.76 5.97 5.94 6.32
Fund of Funds-Domestic-Hybrid 0.06 0.8 1.86 0.08 -0.53 5.88 13.21 11.24 11.05 9.93
Debt: FMP 0.14 0.51 1.58 2.92 2.61 5.81 6.63 6.01 6.1 7.23
Debt: Money Market 0.22 0.48 1.47 2.76 2.44 5.78 6.93 6.11 6.35 6.23
Debt: Ultra Short Duration 0.22 0.52 1.55 2.8 2.5 5.7 6.66 5.88 6.06 6.35
Hybrid: Arbitrage 0.19 0.42 1.31 2.85 2.48 5.63 6.68 5.76 5.57 5.36
Debt: Low Duration 0.3 0.58 1.47 2.65 2.35 5.6 6.84 6.03 6.34 6.64
Debt: Floater 0.41 0.77 1.36 2.72 2.45 5.54 7.39 6.3 6.93 6.82
Debt: Overnight 0.1 0.43 1.29 2.52 2.27 5.24 6.09 5.51 5.36 5.16
Debt: Medium Duration 0.54 1.03 1.31 2.51 2.25 5.23 7.09 6.6 6.5 7.02
Fund of Funds-Income Plus Arbitrage 0.37 0.72 1.36 2.53 2.19 5.16 8.65 7.34 7.91 5.53
Debt: Short Duration 0.49 0.87 1.3 2.22 1.99 4.72 6.78 6.01 6.5 6.87
Equity: Thematic-PSU -0.39 -0.81 0.82 4.22 1.51 4.66 25.52 21.9 15.93 13.46
Debt: Corporate Bond 0.52 0.94 1.31 2.18 1.92 4.6 6.91 5.85 6.88 6.94
Debt: Banking and PSU 0.51 0.89 1.31 2.15 1.9 4.5 6.75 5.82 6.88 6.99
Equity: Sectoral-Infrastructure -0.32 1.54 7.74 4.8 4.01 4.12 20.08 19.36 16.11 12.33
Equity: Small Cap 0.49 2.75 13.18 5.36 4.74 4.03 17.19 16.51 16.85 15.12
Fund of Funds-Domestic-Debt 0.91 1.06 1.03 1.81 1.56 3.88 7.08 6.26 7.09 6.71
Equity: Mid Cap 0.06 1.64 7.57 0.97 0.62 3.83 18.87 15.88 16.01 15.71
Equity: Thematic-MNC 0.13 1.25 5.99 0.25 -0.13 3.75 9.07 8.8 9.57 12.36
Hybrid: Equity Savings 0.43 0.65 1.61 -0.13 -0.3 3.14 8.54 7.54 7.82 7.51
Debt: Dynamic Bond 0.54 1.02 0.93 1.9 1.51 2.79 6.15 5.56 6.5 6.72
Debt: Gilt Fund with 10 year constant duration 0.66 1.55 0.23 1.72 1.34 2.67 6.6 5.37 7.45 7.29
Debt: Medium to Long Duration 0.61 1.15 0.79 1.72 1.37 2.56 5.86 5.3 6.02 7.42
Hybrid: Conservative 0.54 0.89 1.05 0.19 0.02 2.24 7.59 7.37 7.36 8.39
Equity: Thematic-Innovation -0.51 1.77 9.55 -1.71 -1.52 2.13 17.57 12.35 - 10.05
Hybrid: Balanced 0.61 1.74 3.46 -1.04 -1.14 1.86 - - - 9.83
Equity: Sectoral-Banking and Financial Services 2.89 2.68 3.63 -3.21 -3.74 1.74 12.74 11.54 12.81 10.01
Equity: Multi Cap 0.42 2.04 6.94 -0.88 -1.19 1.41 16.14 13.77 14.77 12.19
Equity: Thematic-Others 0.02 1.07 4.52 -2.09 -2.96 1.15 16.57 13.17 13.75 6.87
Debt: Gilt 0.52 1.19 0.51 1.5 0.79 1.05 5.46 4.93 6.68 6.72
Index Fund 0.46 1.21 3.23 -1.7 -2.1 0.82 11.14 10.72 11.78 6.32
Debt: Long Duration 0.48 1.21 0.43 1.26 0.49 0.6 5.34 4.8 6.5 5.75
Equity: Value 0.48 1.06 3.35 -2.77 -3.5 0.47 15.2 13.48 13.8 14.16
Retirement Fund 0.55 1.29 2.63 -1.78 -2.1 0.38 10.3 8.93 10.09 10.01
Equity: Large and Mid Cap 0.41 1.6 4.6 -2.6 -3.01 0.34 15.4 13.36 14.07 12.5
Childrens Fund 0.76 1.52 3.9 -2.86 -2.91 0.11 10.81 10.19 10.14 11.45
Equity: Thematic-Business-Cycle 0.44 1.78 6.07 -2.18 -2.44 0.06 14.51 15.44 13.18 8.57
SIF - Hybrid Long Short 0.45 1.15 3.25 3.22 1.74 - - - - 1.77
SIF - Equity Long Short 0.57 1.15 5.2 -2.05 -1.53 - - - - -0.17
Hybrid: Dynamic Asset Allocation 0.54 0.95 1.8 -2.8 -3.0 -0.01 9.69 8.27 9.53 8.35
Equity: Dividend Yield 0.49 0.56 2.03 -3.11 -3.79 -0.2 15.22 14.08 14.23 11.22
Hybrid: Aggressive 0.6 1.18 2.7 -3.19 -3.49 -0.32 11.67 10.41 11.38 12.16
Equity: Focused 0.68 1.94 4.7 -3.44 -3.79 -0.51 12.86 11.47 13.14 13.22
Fund of Funds-Domestic-Equity -0.05 0.93 5.09 -2.16 -2.38 -0.56 14.13 13.0 14.03 7.33
Equity: Thematic-Quantitative -0.07 0.82 2.17 -3.86 -4.82 -0.61 13.55 12.53 13.88 7.87
Equity: Flexi Cap 0.62 1.72 4.47 -3.8 -3.84 -0.78 13.08 11.5 13.46 11.41
Equity: Thematic-Multi-Sector 0.22 1.61 5.21 -2.96 -4.65 -1.13 - - - -15.77
Equity: Contra 1.0 1.74 1.91 -5.69 -6.44 -1.85 15.6 14.66 15.4 14.64
Equity: ELSS 0.78 1.38 3.65 -4.43 -4.64 -2.28 13.0 11.6 13.62 13.37
Equity: Large Cap 0.92 1.51 1.39 -6.71 -6.92 -3.06 11.01 9.84 11.76 11.44
Equity: Thematic-ESG 0.54 1.77 4.04 -6.1 -5.8 -3.74 11.23 9.62 11.73 10.36
Equity: Thematic-Consumption 0.22 0.7 5.21 -7.26 -7.35 -4.5 10.12 11.45 13.3 5.86
Equity: Sectoral-FMCG 1.06 -2.67 0.16 -11.12 -12.31 -13.27 -0.97 7.18 9.62 14.65
Equity: Sectoral-Technology -2.03 0.99 4.56 -17.48 -16.55 -14.92 7.21 6.63 14.37 4.65