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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 -0.96 1.4 5.73 14.77 29.4 38.95 22.29 12.19 12.88 15.31
Fund of Funds-Domestic-Gold and Silver -0.61 1.1 10.75 15.8 30.45 38.78 - - - 25.92
Fund of Funds-Domestic-Silver 0.09 0.56 18.33 16.76 31.62 38.18 23.2 - - 21.08
Fund of Funds-Overseas 1.19 5.22 11.86 9.4 16.54 24.35 16.57 11.1 9.29 11.31
Equity: Thematic-International 1.87 5.0 9.85 9.39 13.21 18.11 12.27 10.32 10.38 10.45
Equity: Sectoral-Banking and Financial Services 0.09 -2.67 2.27 14.87 8.69 12.32 16.19 21.55 12.29 13.94
Debt: Credit Risk 0.03 0.34 1.64 6.5 7.68 10.69 8.32 9.26 6.48 6.77
Debt: Medium Duration -0.05 0.13 1.25 4.61 5.72 8.73 7.46 6.82 6.72 7.11
Debt: Corporate Bond -0.09 0.17 1.3 4.67 5.57 8.55 7.43 5.99 7.12 7.13
Debt: Gilt Fund with 10 year constant duration -0.07 -0.36 -0.17 4.55 5.58 8.54 8.18 5.56 7.97 7.71
Debt: Short Duration -0.05 0.22 1.41 4.52 5.44 8.34 7.32 6.03 6.77 7.01
Debt: Floater -0.01 0.27 1.45 4.46 5.38 8.33 7.71 6.27 7.14 6.92
Debt: Banking and PSU -0.09 0.16 1.23 4.44 5.33 8.21 7.24 5.87 7.17 7.06
Equity: Sectoral-Pharma and Healthcare 1.95 -0.2 5.63 10.88 -1.91 7.77 23.61 18.6 11.86 16.33
Debt: Low Duration 0.06 0.41 1.71 4.1 4.96 7.75 7.07 5.83 6.55 6.51
Debt: Money Market 0.08 0.43 1.74 4.0 4.88 7.68 7.16 5.75 6.53 6.51
Fund of Funds-Domestic-Hybrid 0.08 -0.65 2.09 8.55 5.6 7.67 14.34 15.33 11.14 12.14
ETFs 0.13 -1.41 2.84 9.66 6.13 7.6 16.21 18.64 12.72 11.92
Hybrid: Multi Asset Allocation -0.02 -0.82 2.59 8.61 6.23 7.3 15.94 17.5 12.28 11.92
Debt: Ultra Short Duration 0.08 0.42 1.64 3.68 4.5 7.22 6.82 5.58 6.28 6.33
Fund of Funds-Domestic-Debt -0.22 -0.08 0.68 5.54 5.0 7.03 10.66 12.98 7.38 8.3
Debt: Medium to Long Duration -0.21 -0.44 -0.24 3.65 4.47 6.97 7.09 5.46 6.34 7.64
Fund of Funds-Income Plus Arbitrage 0.03 0.3 1.31 3.44 4.1 6.96 8.98 8.31 7.8 4.18
Debt: Liquid 0.11 0.46 1.52 3.26 4.21 6.92 6.89 5.48 6.08 6.39
Debt: Dynamic Bond -0.23 -0.48 -0.55 3.56 4.28 6.87 7.13 5.73 6.87 6.93
Hybrid: Arbitrage 0.21 0.54 1.52 3.12 4.03 6.55 6.78 5.44 5.71 5.71
Debt: Overnight 0.1 0.45 1.35 2.81 3.67 6.15 6.35 5.14 5.51 5.21
Hybrid: Conservative -0.09 -0.54 0.66 4.91 3.72 5.72 8.8 9.41 7.56 8.68
Debt: Gilt -0.36 -1.11 -1.92 2.58 3.21 5.68 7.02 5.25 7.15 6.96
Hybrid: Equity Savings 0.18 -0.08 1.59 5.56 3.37 5.48 9.65 10.48 7.79 7.85
Debt: Long Duration -0.54 -1.29 -2.41 2.1 2.59 5.13 7.66 4.87 6.88 6.72
Hybrid: Balanced 0.12 -0.76 1.25 7.03 2.33 4.7 - - - 13.66
Retirement Fund 0.08 -1.31 1.19 7.86 2.19 3.72 12.17 13.22 9.52 11.54
Equity: Thematic-Innovation 0.67 -0.05 5.96 12.1 -1.09 3.43 17.39 23.71 - 14.85
Fund of Funds-Domestic-Equity 0.49 -1.13 1.74 10.17 2.55 2.94 15.63 19.96 14.29 8.97
Hybrid: Aggressive 0.02 -1.41 1.57 8.88 1.92 2.94 14.15 17.55 11.3 12.97
Hybrid: Dynamic Asset Allocation 0.09 -1.13 1.26 6.79 2.04 2.67 11.36 12.36 9.31 10.05
Index Fund 0.05 -1.81 1.22 8.21 1.91 2.52 13.63 18.81 11.62 7.97
Childrens Fund -0.04 -2.01 1.8 8.55 0.74 2.04 13.3 15.58 11.14 12.78
Equity: Large and Mid Cap 0.06 -2.26 2.35 11.91 -0.04 1.43 17.75 22.47 13.82 13.92
Equity: Mid Cap -0.1 -2.25 3.72 14.77 -1.47 1.38 20.58 25.99 15.23 18.53
Equity: Large Cap 0.32 -1.61 1.1 8.77 2.27 1.32 14.05 18.18 11.59 13.35
Equity: Multi Cap -0.04 -2.48 2.61 11.84 -0.94 1.31 18.83 23.78 14.19 14.29
Equity: Focused 0.04 -1.98 1.77 9.73 0.58 1.23 15.33 19.46 12.74 14.91
Equity: Flexi Cap 0.01 -2.01 2.09 10.03 -0.67 0.74 15.69 20.24 13.06 14.59
Equity: Contra 0.14 -2.15 2.08 10.03 0.42 0.68 20.17 25.1 15.18 15.41
Equity: ELSS 0.06 -2.32 1.75 10.02 -0.52 0.37 16.12 20.52 13.04 14.61
Equity: Thematic-Multi-Sector -0.15 -3.94 -2.84 -3.21 -24.61 - - - - -24.11
Equity: Thematic-Others 0.1 -2.4 1.8 10.86 0.29 -0.04 17.71 23.11 13.1 10.69
Equity: Thematic-Special-Opportunities 0.01 -1.69 4.11 12.06 -2.39 -0.17 16.68 - - 4.86
Equity: Thematic-Business-Cycle 0.1 -2.11 2.59 10.63 -1.59 -0.8 18.07 25.75 12.85 11.31
Equity: Small Cap -0.5 -4.25 3.82 13.28 -5.18 -1.01 20.44 29.37 16.46 16.58
Equity: Thematic-ESG 0.05 -2.46 0.33 6.91 -0.27 -1.27 13.32 16.63 11.75 14.22
Equity: Value 0.02 -2.98 1.21 8.82 -0.85 -1.48 18.94 23.32 14.0 14.96
Equity: Thematic-Consumption -0.06 -0.42 2.04 9.03 -1.04 -1.56 15.7 20.63 13.9 12.01
Equity: Thematic-Transportation 1.29 1.43 7.21 15.46 6.58 -1.62 20.61 25.62 11.13 16.51
Equity: Thematic-Manufacturing -0.48 -2.84 2.48 13.29 -1.52 -2.63 20.57 24.31 13.59 8.82
Equity: Dividend Yield 0.1 -2.6 0.78 8.2 -0.3 -3.08 18.43 22.86 13.67 13.99
Equity: Thematic-Energy 0.08 -3.33 0.34 14.13 3.38 -3.13 17.66 22.91 17.03 6.94
Equity: Sectoral-Technology 0.37 -2.91 0.35 -0.43 -9.12 -3.56 13.92 21.42 15.95 9.75
Equity: Thematic-Quantitative -0.08 -2.85 0.87 8.3 -1.35 -3.64 16.95 18.14 13.31 8.96
Equity: Sectoral-Infrastructure -0.31 -3.14 2.25 14.25 -2.34 -4.52 24.28 30.04 14.71 12.39
Equity: Thematic-MNC 0.18 -2.17 2.91 8.52 -2.34 -4.67 10.6 15.02 8.92 10.74
Equity: Thematic-Active-Momentum 0.24 -2.94 2.72 4.51 -8.78 -7.33 - - - 7.75
Equity: Sectoral-FMCG -1.25 -3.44 -1.15 3.61 -1.21 -8.62 8.23 14.07 11.24 15.71
Equity: Thematic-PSU 0.57 -3.99 -0.43 13.35 1.05 -8.75 29.97 29.08 14.12 13.84