Mutual Fund Benchmark Returns Monitor
Benchmark Name 1-Week Ret (%) 1-Month Ret (%) 3-Months Ret (%) 6-Months Ret (%) YTD Ret (%) 1-Yr Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Nifty Capital Markets TRI 9.09 30.77 55.38 14.33 18.2 76.87 54.1 44.61 - 30.37
Nifty India Defence TRI 2.35 25.57 56.92 28.5 37.55 40.26 78.92 72.7 - 37.34
NIFTY RURAL TRI 1.72 5.22 12.0 33.77 39.09 32.49 30.62 28.6 15.0 15.81
Nifty Financial Services Ex-Bank TRI 5.4 16.0 25.9 16.87 23.35 32.17 27.86 27.11 17.51 20.18
NiftyFinancialServices TRI 2.06 6.02 16.91 9.45 15.09 22.39 19.49 22.51 15.16 17.87
BSE Financials Ex-Banks 30 Index 4.57 13.49 20.09 11.49 17.02 21.55 23.74 2.28 2.28 2.28
BSE Healthcare 1.98 5.5 9.95 -1.93 -3.94 19.68 25.33 21.84 10.86 15.38
NASDAQ 100 TRI 1.78 9.29 6.5 3.24 4.22 18.65 26.16 20.93 21.94 13.37
BSE Financial Services 2.47 8.44 18.62 7.25 12.61 17.8 19.33 22.06 12.88 13.79
NIFTY Healthcare TRI 2.27 4.02 9.12 -0.69 -4.69 15.85 23.66 20.14 9.51 15.0
MSCI ACWI TRI 1.55 6.02 3.31 3.9 6.35 15.49 15.6 13.41 10.87 12.22
Nifty India Digital TRI 3.54 9.02 11.61 -8.28 -6.32 14.93 20.03 25.29 12.3 12.94
Nifty Services Sector TRI 1.74 5.09 12.07 1.31 6.02 14.75 15.58 21.36 13.67 16.03
Nifty Bank TRI 1.67 6.23 17.39 6.6 11.94 14.62 18.31 23.11 13.17 18.71
S&P GLOBAL AGRIBUSINESS INDEX 0.22 4.74 6.75 5.05 11.93 14.29 -1.16 10.64 5.79 5.56
Nifty Private Bank TRI 1.63 4.9 15.76 8.64 13.48 14.24 16.99 20.57 12.0 18.88
NIFTY SMALLCAP 50 TRI 4.9 17.79 21.85 -3.34 2.08 13.47 31.32 35.56 13.52 12.76
NIFTY MICROCAP 250 TRI 2.07 15.69 15.49 -8.06 -4.05 13.29 35.63 47.67 22.4 18.3
NIFTY MIDCAP 100 TRI 3.29 12.19 21.42 1.35 4.53 12.73 29.87 34.36 18.06 21.6
BSE Bankex 1.13 4.74 15.3 5.21 10.83 12.66 16.51 22.0 12.28 19.4
NIFTY Midcap 50 TRI 3.99 11.08 20.49 2.31 5.1 12.57 30.92 34.76 19.5 15.47
NIFTY500 QUALITY 50 TRI 2.8 13.48 19.42 -1.66 2.55 12.43 24.76 25.55 15.19 17.95
NIFTY INDIA TOURISM TRI 2.98 8.38 13.41 2.19 1.45 12.43 27.57 32.02 16.17 12.35
S&P GLOBAL 1200 1.25 5.37 3.85 1.94 4.45 12.42 11.63 11.59 9.83 8.24
Nifty Pharma TRI 2.02 3.58 7.11 -1.95 -6.57 12.14 21.42 17.42 7.45 14.44
NIFTY TOP 10 EQUAL WEIGHT TRI 1.32 3.75 10.61 1.95 6.14 11.56 15.57 20.92 14.91 14.15
BSE Small Cap 2.8 15.69 18.57 -5.65 -2.0 10.9 27.58 35.48 17.63 20.66
NIFTY SMALLCAP250 QUALITY 50 TRI 3.05 17.67 19.6 -9.07 -3.19 10.9 26.99 36.55 19.97 20.03
NIFTY MIDCAP 150 TRI 3.15 11.87 19.89 0.93 3.83 10.73 28.8 33.4 19.24 17.88
NIFTY500 LOW VOLATILITY 50 TRI 2.13 5.79 12.31 5.81 8.62 10.39 23.79 23.62 16.19 18.23
NIFTY SMALLCAP 100 TRI 4.31 17.4 21.82 -3.18 0.73 10.37 28.74 34.82 15.08 16.03
Nifty 100 ESG Sector Leaders TRI 1.76 5.32 12.55 2.55 7.02 9.43 16.41 20.36 13.6 14.8
NIFTY SMALLCAP 250 TRI 3.32 16.19 20.01 -4.65 -1.19 9.39 27.75 36.16 16.85 16.58
Nifty IT TRI 1.84 5.64 0.36 -14.85 -11.91 9.35 10.47 23.06 15.28 15.17
NIFTY LARGE MIDCAP 250 TRI 2.51 8.82 16.08 1.23 4.93 9.19 22.94 27.54 16.54 16.32
Nifty Low Volatility 50 TRI 1.52 3.84 10.93 3.46 6.38 8.98 20.5 21.48 15.04 17.94
NIFTY500 MULTICAP 50:25:25 TRI 2.55 9.87 16.14 -0.12 3.73 8.97 22.74 28.3 16.08 16.32
NIFTY 50 TRI 1.64 4.85 11.65 2.52 6.75 8.94 16.38 21.52 13.46 13.98
NIFTY INDIA NEW AGE CONSUMPTION TRI 3.47 9.42 15.89 -2.19 -0.27 8.73 27.49 28.52 14.34 13.96
BSE India Financials Bond Index 0.1 1.05 2.16 4.45 3.27 8.46 6.75 8.3 8.75 8.8
NIFTY500 EQUAL WEIGHT TRI 2.78 13.83 18.63 -1.2 2.55 8.41 26.5 32.43 16.09 15.65
BSE India Corporate Bond Index 0.09 1.07 2.15 4.52 3.34 8.35 6.75 8.27 8.73 8.76
BSE Mid Small Cap Index 2.7 13.18 17.69 -4.21 -0.92 8.31 27.38 32.87 17.08 14.06
NIFTY TOTAL MARKET TRI 2.22 8.12 14.43 0.25 4.36 8.3 20.2 24.9 14.92 15.1
BSE 150 MidCap Index 2.92 10.8 17.46 -1.07 1.8 8.26 26.7 31.48 1.92 1.91
NIFTY 100 ESG TRI 2.04 6.77 12.47 1.73 5.97 8.23 16.86 21.8 14.37 13.39
NIFTY 200 TRI 2.07 6.8 13.73 1.24 5.54 8.16 18.8 23.29 14.24 14.62
NIFTY 500 TRI 2.22 7.84 14.37 0.58 4.69 8.12 19.76 24.41 14.7 12.59
BSE SENSEX Next 50 2.74 9.9 15.72 0.11 4.68 8.07 23.79 25.45 13.49 13.69
NIFTY 50 Equal Weight TRI 1.88 5.85 11.38 3.76 7.62 7.64 20.91 25.91 13.72 14.39
BSE Teck 1.3 4.22 3.5 -10.33 -7.35 7.63 9.82 19.02 11.77 7.24
BSE India Bond Index 0.17 1.46 2.03 5.29 4.17 7.49 5.99 7.41 8.41 8.74
BSE Sensex 1.32 3.76 10.91 1.15 5.51 7.46 14.22 19.41 12.03 15.1
NIFTY Midcap150 Quality 50 TRI 3.09 9.8 17.7 0.14 2.72 7.46 18.2 22.5 15.73 19.0
BSE India Government Bond Index 0.18 1.51 2.0 5.4 4.28 7.38 5.85 7.32 8.38 8.12
BSE 250 SmallCap Index 3.2 15.32 19.14 -5.14 -1.37 7.35 25.93 33.85 - 13.1
NIFTY 100 TRI 1.82 5.74 12.26 1.23 5.76 7.3 16.99 21.64 13.65 17.19
BSE India 10 Year Sovereign Bond 0.15 1.91 2.41 5.76 4.54 7.26 5.86 6.93 7.43 6.42
BSE 100 1.7 5.49 12.16 1.0 5.29 7.21 16.39 21.03 12.51 15.85
BSE Midcap Select Index 2.15 9.68 15.03 -5.27 -3.71 7.06 22.52 25.91 - 14.05
BSE SENSEX 50 1.45 4.48 11.34 1.22 5.44 7.0 14.89 20.08 - 14.33
Nifty 100 Low Volatility 30 TRI 1.15 3.76 9.61 1.66 3.85 6.93 18.59 21.13 14.84 17.83
BSE AllCap 2.07 7.8 13.82 -0.6 3.5 6.79 18.7 23.59 13.54 12.76
BSE 200 1.88 6.2 12.8 0.56 4.78 6.42 17.25 21.98 13.06 13.85
BSE 500 2.06 7.3 13.66 -0.12 4.0 6.34 18.01 22.86 13.34 14.63
BSE 250 LargeMidCap Index 1.94 6.49 13.08 0.45 4.61 6.26 17.36 22.11 - 13.28
NIFTY NON-CYCLICAL CONSUMER TRI 1.81 4.04 11.36 -0.7 0.26 6.1 20.86 20.29 15.41 16.02
BSE LargeCap 1.78 5.54 12.15 1.07 5.55 5.99 15.13 20.15 12.02 12.2
BSE LargeMidCap 1.93 6.4 12.94 0.4 4.59 5.93 17.13 21.7 12.81 12.78
Nifty India Consumption TRI 1.86 4.81 12.43 1.4 3.02 5.84 21.54 21.14 14.64 14.81
BSE Mid Cap 2.59 10.59 16.75 -2.62 0.27 5.54 27.19 29.97 16.44 19.45
Nifty Infrastructure TRI 1.99 5.76 14.51 2.64 8.47 5.47 24.81 26.79 12.77 12.25
NIFTY500 MULTICAP INFRASTRUCTURE 50:30:20 TRI 2.17 8.45 16.61 0.19 4.51 5.07 26.75 31.05 16.74 15.53
NIFTY Midcap 150 Moment 50 TRI 4.25 12.53 22.86 -5.22 -0.85 4.95 31.09 37.3 23.34 24.07
NIFTY500 MULTICAP INDIA MANUFACTURING 50:30:20 TRI 2.19 7.11 12.11 -0.26 2.51 4.94 25.12 31.06 15.12 15.76
NIFTY 100 Equal Weight TRI 2.32 8.37 13.59 0.83 5.44 4.5 21.23 24.44 14.02 18.67
NIFTY CPSE Total Return Index 2.19 8.8 15.8 1.39 9.87 4.46 38.37 39.16 14.66 15.74
NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100 TRI 3.64 13.49 21.47 -4.58 0.24 4.28 26.9 32.18 19.74 23.08
NIFTY 200 Quality 30 TRI 1.55 6.74 12.11 -1.97 1.06 4.06 17.84 19.88 13.82 18.25
BSE IT 1.45 5.86 0.04 -16.7 -13.84 3.61 7.25 20.34 13.4 14.7
NIFTY GROWTH SECTORS 15 TRI 1.31 3.21 5.99 -5.23 -3.35 3.14 15.94 19.41 10.36 17.62
NIFTY 50 Value 20 TRI 1.08 3.78 5.84 -6.47 -2.92 3.11 17.6 23.46 15.87 19.14
NIFTY200 VALUE 30 TRI 2.35 8.3 12.3 -1.18 6.73 3.1 37.15 39.66 17.18 16.72
NIFTY IPO 2.47 12.2 13.42 -10.26 -7.95 2.58 14.17 16.11 - 9.56
Nifty India Manufacturing TRI 2.06 7.86 13.39 0.21 4.46 2.34 25.03 28.94 14.44 15.6
BSE Low Volatility Index 1.2 4.07 10.25 1.67 4.12 1.95 17.77 18.5 - 13.55
Nifty Quality Low Volatility 30 TRI 1.49 3.78 9.53 -0.27 2.5 1.88 16.11 18.64 12.45 16.95
NIFTY 100 Quality 30 TRI 1.33 6.03 10.66 -1.38 2.06 1.85 18.16 20.22 12.43 13.33
NIFTY DIVIDEND OPPORTUNITIES 50 TRI 1.89 6.26 8.17 -6.42 -1.39 1.67 22.99 25.25 15.04 13.55
BSE Enhanced Value Index 1.62 7.96 13.53 0.77 8.35 1.6 32.93 37.69 - 16.38
Nifty Housing TRI 2.2 7.15 11.75 -1.69 4.07 1.55 19.2 25.15 15.34 14.32
Nifty 500 Shariah TRI 1.69 6.83 10.22 -6.52 -3.61 1.4 15.4 21.7 14.59 12.68
NIFTY 500 VALUE 50 TRI 2.28 7.29 11.18 -2.87 5.83 0.94 35.41 40.77 18.04 16.96
Nifty 50 Shariah TRI 1.25 3.09 5.75 -7.11 -4.76 0.61 -13.08 3.67 2.61 9.52
NIFTY SMALLCAP250 MOMENTUM QUALITY 100 TRI 3.89 16.49 18.2 -9.41 -3.86 0.58 24.01 34.36 20.13 22.86
BSE 500 SHARIAH 1.75 7.24 10.44 -4.41 -0.51 0.28 12.98 19.42 12.33 14.74
Nifty Next 50 TRI 2.7 10.15 15.17 -4.99 1.52 0.18 22.76 23.25 15.01 20.86
NIFTY PSE TRI 1.83 8.65 16.68 -1.59 6.88 -0.07 37.14 35.75 14.9 13.79
NIFTY OIL & GAS TRI 1.77 4.99 14.5 3.36 8.24 -0.13 13.24 21.78 17.26 15.24
Nifty PSU Bank TRI 1.16 15.77 22.31 1.97 10.92 -0.23 42.76 41.17 9.13 11.24
BSE Bharat 22 Index 1.31 5.89 11.28 -5.03 1.71 -0.43 28.24 29.56 - 12.25
Nifty Alpha 50 TRI 3.87 15.13 21.12 -9.27 -4.67 -0.71 22.99 34.09 21.19 21.48
Nifty Transportation & Logistics TRI 2.59 7.57 15.73 -0.37 4.07 -0.78 29.34 32.14 14.65 18.33
NIFTY200 ALPHA 30 TRI 4.88 11.53 20.58 -4.88 -2.58 -1.24 30.65 30.72 21.28 18.73
Nifty Alpha Low-Volatility 30 TRI 1.61 4.5 10.89 -4.55 -1.18 -1.27 21.87 21.33 15.91 19.24
Nifty FMCG TRI 0.53 1.42 8.75 0.52 -0.08 -1.43 16.36 15.9 13.26 16.58
Nifty Alpha Quality Low Volatility 30 TRI 1.56 5.87 11.7 -3.55 -0.42 -1.48 21.47 21.83 15.31 18.37
BSE FMCG 0.58 1.87 9.14 -0.98 -1.03 -1.55 14.42 13.25 10.79 12.15
BSE PSU 1.74 11.05 18.44 -1.76 6.6 -1.89 33.0 32.51 10.37 12.06
NIFTY COMMODITIES TRI 2.2 5.43 8.57 0.31 8.16 -1.95 18.81 26.85 15.06 12.63
NIFTY MNC TRI 2.05 7.81 11.92 -1.05 3.43 -1.99 18.79 18.92 13.3 13.32
BSE Quality Index 2.19 8.72 14.88 1.28 3.83 -2.07 20.99 21.94 - 14.12
Nifty Realty TRI 6.89 26.02 27.18 -3.58 -1.33 -2.66 37.27 39.06 19.87 0.75
Nifty Metal TRI 3.82 12.55 6.16 0.47 9.57 -2.92 22.83 38.12 17.6 13.18
NIFTY HIGH BETA 50 TRI 3.1 16.06 21.75 0.58 9.41 -3.39 28.51 33.04 10.8 7.73
BSE India Infrastructure Index 2.99 12.11 17.1 -5.26 2.21 -3.41 31.61 34.75 13.13 12.36
NIFTY EV & NEW AGE AUTOMOTIVE 2.73 8.99 12.94 -4.84 0.58 -3.7 25.74 37.25 - 17.47
NIFTY500 MULTICAP MOMENTUM QUALITY 50 TRI 2.72 12.07 18.79 -9.26 -3.26 -3.73 25.43 27.85 18.97 22.03
Nifty Auto TRI 2.05 5.26 13.41 0.22 4.35 -4.07 28.82 30.45 12.7 17.41
NIFTY INDIA SELECT 5 CORPORATE GROUPS TRI 2.03 6.14 11.15 -1.83 3.32 -4.1 15.79 31.93 19.07 20.6
NIFTY500 MOMENTUM 50 TRI 4.26 11.85 19.58 -11.25 -4.2 -5.57 25.85 31.53 20.39 23.05
Nifty Energy TRI 1.17 9.05 14.39 -2.94 3.96 -8.45 12.78 23.54 18.14 18.48
Nifty 200 Momentum 30 TRI 3.3 9.23 16.16 -10.25 -3.68 -8.51 22.81 25.53 19.1 19.93
BSE POWER 1.32 8.64 12.45 -9.61 -0.67 -9.69 18.86 34.67 13.16 9.92
Nifty Media TRI -0.22 11.15 15.12 -15.62 -5.54 -12.45 -4.6 5.95 -1.13 3.85