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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 4.83 -11.55 -1.74 44.89 4.69 153.38 44.47 - - 44.75
Fund of Funds-Domestic-Gold and Silver 3.09 -8.68 4.54 33.54 9.19 97.96 38.15 - - 40.5
Fund of Funds-Domestic-Gold 2.25 -6.56 8.66 22.39 11.3 63.68 33.47 24.58 16.23 21.5
Fund of Funds-Overseas 4.34 2.68 4.89 11.46 7.26 53.5 22.76 10.82 12.27 12.39
Equity: Thematic-International 3.26 0.22 -0.13 7.73 2.81 32.91 15.96 7.89 11.96 10.59
Equity: Thematic-Transportation 8.33 0.17 -4.73 -3.87 -5.52 27.59 24.39 18.56 12.74 15.06
ETFs 5.75 -1.02 -3.6 1.1 -3.91 24.08 17.24 11.98 12.0 11.3
Equity: Thematic-Manufacturing 6.86 1.0 0.73 -1.19 -1.14 19.9 23.03 18.8 15.95 8.04
Equity: Thematic-Energy 4.46 1.46 4.06 3.63 1.45 19.9 21.09 16.64 17.72 8.65
Hybrid: Multi Asset Allocation 4.0 -1.02 -0.5 3.0 -0.75 18.57 17.43 15.03 13.21 11.96
Equity: Thematic-PSU 6.63 0.47 2.35 3.42 1.07 16.75 29.56 26.0 16.81 13.42
Equity: Mid Cap 7.29 1.52 -2.26 -3.09 -3.7 15.8 21.22 17.05 16.41 15.44
Equity: Sectoral-Banking and Financial Services 8.6 0.05 -4.0 -0.41 -4.59 13.91 16.09 13.68 14.47 9.98
Equity: Sectoral-Infrastructure 6.9 1.97 1.28 -1.92 -0.83 13.8 21.97 20.63 16.39 11.77
Equity: Thematic-Special-Opportunities 6.89 1.46 -3.2 -3.93 -5.62 13.74 20.96 15.1 - 2.7
Fund of Funds-Domestic-Hybrid 4.2 -0.52 -1.3 0.85 -1.75 12.86 14.52 12.08 11.38 9.81
Equity: Small Cap 6.67 3.08 -1.5 -5.19 -3.75 12.14 18.53 17.83 16.74 12.5
Equity: Thematic-Innovation 6.27 2.18 -5.01 -7.89 -6.78 11.95 18.02 12.75 - 7.19
Equity: Large and Mid Cap 6.71 0.42 -3.56 -3.92 -5.14 11.93 17.74 14.82 14.73 12.26
Fund of Funds-Domestic-Equity 6.87 0.62 -3.39 -4.47 -4.45 11.74 16.59 15.46 14.21 5.68
Equity: Thematic-Quantitative 7.24 -0.19 -3.79 -1.86 -4.86 11.61 16.48 12.67 15.02 8.35
Equity: Thematic-Others 6.54 0.69 -3.62 -3.5 -4.96 11.51 16.94 14.97 14.29 6.5
Equity: Thematic-Active-Momentum 6.65 0.85 -1.81 -1.37 -3.54 11.29 - - - 5.15
Equity: Multi Cap 6.56 0.94 -3.42 -4.56 -5.18 11.29 18.14 15.32 15.13 11.02
Equity: Value 6.19 0.21 -3.67 -2.55 -5.18 11.25 17.67 15.21 14.57 14.08
Equity: Thematic-MNC 5.78 -0.52 -3.18 -4.03 -4.52 11.12 10.6 9.24 9.67 10.9
Equity: Dividend Yield 5.78 -0.28 -3.38 -2.62 -4.65 10.33 17.1 16.13 15.12 11.32
Equity: Thematic-Business-Cycle 7.15 1.18 -3.9 -4.96 -5.26 10.25 16.2 16.86 13.85 7.56
Equity: Flexi Cap 6.53 0.56 -4.25 -4.9 -5.6 9.71 15.42 12.88 14.1 11.12
Equity: Focused 6.72 0.23 -4.58 -4.51 -6.0 9.68 15.02 12.62 13.83 13.22
Index Fund 5.1 0.2 -2.71 -1.9 -3.52 9.6 12.26 11.98 12.76 6.1
Equity: ELSS 6.44 0.4 -4.34 -4.88 -5.93 8.9 15.26 13.03 14.14 13.32
Equity: Sectoral-Pharma and Healthcare 3.41 -1.82 -1.69 -3.74 -1.82 8.79 22.17 13.43 12.62 11.6
Equity: Contra 6.02 -1.05 -5.71 -4.85 -7.22 8.74 18.07 16.53 16.14 14.72
Hybrid: Aggressive 5.13 0.17 -3.15 -3.2 -4.35 8.52 13.48 11.67 11.95 12.24
Childrens Fund 5.44 0.52 -3.66 -3.64 -4.93 8.44 12.93 11.35 10.89 11.65
Debt: Credit Risk 0.61 0.46 1.7 3.23 1.99 8.15 8.55 9.1 6.34 6.8
Equity: Large Cap 6.29 -0.46 -5.15 -4.21 -6.4 7.93 13.64 11.51 12.69 11.64
Retirement Fund 4.43 -0.01 -2.53 -2.46 -3.45 7.65 11.99 9.65 10.52 10.01
Hybrid: Equity Savings 2.06 0.29 -0.65 0.24 -1.04 6.87 9.51 8.09 8.05 7.52
Hybrid: Balanced 3.72 0.49 -2.1 -2.29 -2.86 6.63 - - - 9.78
Hybrid: Dynamic Asset Allocation 3.95 0.12 -2.62 -2.11 -3.51 6.6 10.91 9.03 9.98 8.52
Debt: Money Market 0.38 0.67 1.56 2.92 1.62 6.4 7.06 6.07 6.39 6.21
Debt: FMP 0.15 0.49 1.4 2.87 1.53 6.39 6.84 5.96 6.26 6.73
Equity: Thematic-ESG 6.53 0.38 -6.39 -6.07 -7.27 6.35 13.11 10.7 12.45 10.5
Debt: Low Duration 0.37 0.52 1.37 2.62 1.41 6.23 6.94 6.0 6.37 6.61
Fund of Funds-Income Plus Arbitrage 0.48 0.36 1.16 2.29 1.2 6.22 9.11 7.91 8.08 5.03
Debt: Liquid 0.18 0.72 1.65 3.09 1.82 6.16 6.8 5.87 5.97 6.24
Debt: Floater 0.46 0.26 1.33 2.49 1.34 6.13 7.46 6.32 6.95 6.81
Debt: Ultra Short Duration 0.3 0.64 1.52 2.79 1.58 6.12 6.75 5.85 6.11 6.36
Hybrid: Arbitrage 0.11 0.6 1.48 3.08 1.66 5.88 6.78 5.76 5.68 5.44
Debt: Medium Duration 0.83 0.14 0.98 2.09 1.1 5.74 7.21 6.66 6.5 7.02
Debt: Short Duration 0.62 0.19 0.92 1.86 0.91 5.45 6.87 6.02 6.51 6.88
Debt: Corporate Bond 0.71 0.14 0.85 1.71 0.81 5.36 7.02 5.88 6.88 6.95
Debt: Overnight 0.09 0.44 1.22 2.55 1.39 5.35 6.17 5.44 5.39 5.3
Debt: Banking and PSU 0.67 0.18 0.87 1.76 0.82 5.2 6.86 5.84 6.89 7.0
Fund of Funds-Domestic-Debt 0.96 -0.03 0.69 1.37 0.58 5.15 7.26 6.32 7.11 6.54
Hybrid: Conservative 1.92 -0.13 -0.35 0.14 -0.71 5.02 8.3 7.67 7.57 8.44
Debt: Gilt Fund with 10 year constant duration 1.62 -1.11 - 0.67 -0.06 2.76 6.94 5.37 7.42 7.27
Debt: Dynamic Bond 1.11 -0.14 0.7 0.85 0.49 2.69 6.38 5.59 6.49 6.74
Debt: Medium to Long Duration 1.25 -0.36 0.49 0.64 0.28 2.54 6.13 5.33 6.0 7.41
Equity: Thematic-Consumption 6.44 0.9 -6.47 -9.58 -8.7 1.93 13.85 13.02 14.26 4.97
Equity: Sectoral-Technology 3.59 2.44 -15.72 -14.91 -16.85 1.07 9.71 8.44 15.03 3.87
Equity: Thematic-Multi-Sector 6.67 1.5 -4.76 -2.25 -6.1 0.53 - - - -18.58
Debt: Gilt 1.98 -0.62 0.26 -0.42 -0.16 0.27 5.72 4.97 6.66 6.73
SIF - Equity Long Short 4.05 0.8 -4.29 - -5.33 - - - - -3.01
SIF - Hybrid Long Short 2.3 1.1 0.38 - 0.02 - - - - 0.61
Debt: Long Duration 2.46 -0.76 -0.08 -0.93 -0.52 -0.52 5.84 4.74 6.48 5.69
Equity: Sectoral-FMCG 3.84 -3.15 -7.89 -13.44 -12.8 -11.83 1.64 7.96 10.33 14.73