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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 and Silver 1.91 8.36 13.4 26.09 41.62 48.69 - - - 19.99
Fund of Funds-Domestic-Gold 2.74 8.72 12.01 25.4 40.92 48.61 27.06 14.69 13.79 17.94
Fund of Funds-Domestic-Silver 0.67 9.17 16.18 27.42 42.17 46.41 29.1 - - 25.38
Fund of Funds-Overseas 2.5 4.4 12.12 20.51 20.68 28.62 20.04 12.29 10.31 11.78
Equity: Thematic-International 1.46 3.18 8.09 12.75 15.03 17.92 15.33 10.86 11.09 10.51
Debt: Credit Risk 0.17 0.47 1.37 5.43 8.14 10.46 8.29 9.23 6.49 6.77
Debt: Medium Duration 0.19 0.3 1.05 4.44 5.99 8.31 7.34 6.81 6.73 7.09
Debt: Corporate Bond 0.19 0.21 0.87 4.57 5.82 8.15 7.33 6.02 7.12 7.1
Debt: Short Duration 0.16 0.23 0.95 4.38 5.72 8.0 7.22 6.08 6.77 6.99
Debt: Floater 0.14 0.27 1.1 4.32 5.66 7.97 7.58 6.28 7.12 6.89
Debt: Gilt Fund with 10 year constant duration 0.3 0.44 0.3 4.17 5.72 7.89 7.69 5.69 7.93 7.65
ETFs 1.37 3.2 1.84 14.74 9.25 7.85 17.33 18.93 13.72 12.85
Debt: Banking and PSU 0.19 0.18 0.76 4.37 5.56 7.81 7.11 5.91 7.15 7.02
Debt: Low Duration 0.11 0.38 1.35 4.05 5.34 7.59 7.03 5.85 6.54 6.54
Debt: Money Market 0.09 0.42 1.44 3.96 5.29 7.54 7.15 5.78 6.51 6.51
Hybrid: Multi Asset Allocation 0.97 2.57 2.27 12.37 8.68 7.14 16.24 17.98 12.87 12.56
Equity: Sectoral-Banking and Financial Services 1.39 -0.12 -2.22 15.61 8.45 7.14 14.96 20.83 13.47 13.75
Debt: Ultra Short Duration 0.1 0.41 1.39 3.65 4.9 7.11 6.81 5.59 6.26 6.34
Debt: Liquid 0.1 0.46 1.4 3.25 4.6 6.81 6.9 5.51 6.07 6.41
Fund of Funds-Domestic-Debt 0.24 -0.03 -0.14 5.27 5.13 6.74 10.07 13.17 7.35 8.19
Fund of Funds-Domestic-Hybrid 0.77 1.93 1.26 11.28 7.15 6.42 14.52 15.46 11.61 11.79
Hybrid: Arbitrage -0.01 0.35 1.34 3.02 4.32 6.3 6.77 5.41 5.67 5.57
Debt: Medium to Long Duration 0.15 -0.07 -0.17 3.16 4.36 6.11 6.71 5.47 6.3 7.61
Fund of Funds-Income Plus Arbitrage 0.12 0.25 1.03 4.16 4.35 6.09 8.95 8.3 8.01 4.29
Debt: Overnight 0.1 0.44 1.31 2.8 4.04 6.06 6.36 5.17 5.49 5.22
Debt: Dynamic Bond 0.14 -0.02 -0.15 3.13 4.21 5.96 6.85 5.75 6.82 6.89
Hybrid: Conservative 0.36 0.54 0.3 5.49 4.19 4.86 8.62 9.38 7.78 8.66
Hybrid: Equity Savings 0.37 0.97 1.19 6.74 4.2 4.71 9.64 10.44 8.1 7.61
Debt: Gilt 0.11 -0.07 -0.87 1.9 2.93 4.5 6.6 5.26 7.09 6.9
Equity: Thematic-Transportation 1.98 9.83 11.71 29.7 15.44 4.42 22.63 26.77 12.84 20.54
Debt: Long Duration 0.12 -0.28 -1.21 1.34 2.23 3.68 6.87 4.99 6.82 6.41
Hybrid: Balanced 0.77 1.59 0.95 8.82 3.65 3.51 - - - 13.86
Fund of Funds-Domestic-Equity 1.28 3.5 0.8 14.74 5.34 2.78 16.42 20.33 14.6 10.09
Retirement Fund 0.59 1.3 -0.16 10.06 3.2 1.98 11.85 13.24 10.09 11.6
Hybrid: Dynamic Asset Allocation 0.72 1.39 0.29 8.9 3.18 1.44 11.34 12.46 9.92 10.14
Index Fund 0.92 1.69 -0.56 11.05 3.2 1.13 13.75 18.72 12.79 8.57
Hybrid: Aggressive 0.9 1.66 0.23 11.82 3.28 1.08 13.95 17.54 12.12 13.01
Equity: Thematic-Innovation 1.24 4.32 3.95 20.36 1.75 0.85 18.52 23.59 - 15.48
Equity: Sectoral-Pharma and Healthcare 0.94 2.33 2.53 12.91 -1.52 0.75 23.51 18.89 12.41 16.17
Childrens Fund 0.88 2.09 0.46 12.62 2.37 0.14 13.26 15.59 11.86 13.07
Equity: Thematic-Multi-Sector 1.04 1.42 -3.62 1.49 -23.91 - - - - -23.4
Equity: Large Cap 1.01 1.87 -0.15 12.52 3.81 -0.75 14.03 18.17 12.72 13.4
Equity: Multi Cap 1.15 2.69 0.49 15.94 1.32 -0.85 18.27 23.85 15.29 15.11
Equity: Large and Mid Cap 1.13 2.32 -0.2 15.59 1.88 -0.88 17.31 22.45 14.9 14.13
Equity: Mid Cap 1.21 2.75 0.6 18.59 0.77 -0.95 19.93 26.0 16.34 18.22
Equity: Thematic-Manufacturing 1.56 4.85 2.18 18.88 2.82 -1.0 20.95 24.88 15.01 11.3
Equity: Flexi Cap 1.15 2.59 0.55 14.99 1.55 -1.38 15.5 20.31 14.22 14.59
Equity: Focused 1.09 2.2 -0.05 14.04 2.42 -1.59 15.21 19.58 13.88 14.99
Equity: ELSS 1.04 2.09 -0.41 13.93 1.17 -1.92 15.88 20.49 14.14 14.73
Equity: Contra 0.83 2.09 0.11 13.55 1.89 -2.16 19.59 25.16 16.36 15.42
Equity: Thematic-Business-Cycle 0.97 2.5 0.39 15.77 0.35 -2.19 17.57 24.82 13.88 12.42
Equity: Thematic-Special-Opportunities 1.37 3.11 1.7 18.37 0.18 -2.57 17.31 - - 5.46
Equity: Thematic-Others 1.01 2.58 -0.13 14.52 2.35 -2.67 17.15 23.34 14.18 11.92
Equity: Thematic-Energy 0.86 1.4 -1.46 12.96 4.95 -2.86 18.04 23.79 18.34 7.65
Equity: Thematic-Consumption 0.28 5.14 4.92 17.47 3.58 -3.24 16.23 21.09 15.37 13.87
Equity: Value 1.26 2.04 -0.98 12.85 0.78 -3.59 18.53 23.43 14.72 15.15
Equity: Thematic-ESG 1.08 2.65 -0.69 12.57 2.0 -3.75 13.63 16.69 12.82 14.62
Equity: Small Cap 1.09 2.93 -0.02 18.92 -2.61 -4.06 19.25 28.8 17.56 17.24
Equity: Dividend Yield 1.08 2.29 -0.8 11.85 1.59 -4.3 18.54 23.24 14.75 14.27
Equity: Thematic-MNC 1.11 5.16 2.68 15.3 1.67 -4.95 11.17 15.47 10.02 12.87
Equity: Thematic-Quantitative 1.42 2.45 -0.68 12.89 0.68 -5.46 16.66 18.64 14.48 9.88
Equity: Sectoral-Infrastructure 1.06 1.36 -1.52 15.9 -1.12 -5.72 22.48 30.2 15.87 12.61
Equity: Sectoral-Technology 1.72 4.34 -0.78 10.63 -6.25 -6.38 16.2 21.7 16.93 11.15
Equity: Thematic-PSU 1.88 0.28 -4.82 12.5 1.52 -7.2 27.75 29.67 15.44 13.67
Equity: Thematic-Active-Momentum 0.6 1.47 -0.95 7.99 -13.79 -9.03 - - - 5.3
Equity: Sectoral-FMCG 0.14 4.21 1.58 10.66 3.35 -9.55 9.28 15.45 12.47 15.86