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 (%)
NASDAQ 100 TRI 1.64 1.8 10.93 25.4 29.28 28.4 34.87 21.04 23.21 14.02
NIFTY MIDSMALL FINANCIAL SERVICES TRI -1.77 3.55 14.6 13.15 30.08 27.72 34.47 25.98 14.55 17.6
MSCI ACWI TRI 1.16 2.73 7.83 19.44 26.16 23.16 21.02 14.24 12.84 13.18
Nifty Financial Services Ex-Bank TRI -1.94 0.83 9.37 8.9 27.16 23.07 23.55 19.18 17.15 19.83
Nifty Capital Markets TRI -3.18 3.07 10.43 6.12 16.62 21.98 52.18 35.14 - 27.61
Nifty Auto TRI 0.47 4.24 6.71 19.7 22.57 18.68 29.54 25.59 14.07 0.06
BSE Financials Ex-Banks 30 Index -0.06 0.93 7.86 9.02 21.58 16.82 20.61 2.51 2.51 2.51
S&P GLOBAL 1200 0.42 1.33 6.94 15.74 19.78 16.71 16.96 11.19 11.63 8.85
Nifty PSU Bank TRI -2.89 -0.91 20.64 16.3 27.07 16.5 27.07 38.52 11.04 11.66
Nifty India Defence TRI -1.78 -2.44 4.18 -11.24 21.65 15.03 50.68 60.04 - 32.47
Nifty Transportation & Logistics TRI -0.5 1.77 3.6 15.35 17.36 13.53 27.82 26.36 15.74 -0.02
Nifty Financial Services TRI -1.2 1.55 6.84 5.91 18.59 13.52 13.85 15.08 15.78 0.12
NIFTY TOP 15 EQUAL WEIGHT TRI -0.26 2.35 7.73 9.36 16.4 12.94 13.96 17.56 14.7 14.4
NIFTY500 LOW VOLATILITY 50 TRI - 1.24 3.82 9.03 15.48 12.49 19.96 19.53 16.45 0.03
Nifty Metal TRI -0.02 -2.12 6.94 12.6 19.48 12.23 15.97 28.32 21.57 13.31
Nifty Bank TRI -0.75 2.53 9.64 7.16 17.5 12.19 12.12 15.4 14.08 18.55
Nifty Private Bank TRI -0.25 2.72 9.27 5.52 16.55 12.03 10.15 12.2 12.69 0.16
NIFTY RURAL TRI -0.88 0.12 4.71 10.16 15.85 11.25 17.53 19.08 13.76 15.85
BSE Financial Services -0.25 1.81 7.82 5.92 16.17 10.86 13.44 14.65 13.45 13.61
NIFTY 50 Equal Weight TRI -0.71 1.01 4.41 8.11 13.7 10.18 16.96 20.09 14.83 14.35
BSE Bankex 0.11 3.04 10.77 6.76 16.07 9.97 10.7 14.28 13.22 19.2
Nifty 100 Low Volatility 30 TRI 0.05 2.48 2.75 8.68 11.11 9.17 16.52 16.95 14.92 17.75
NIFTY TOP 20 EQUAL WEIGHT TRI -0.35 2.36 6.45 7.85 11.85 8.87 14.15 17.1 14.87 13.72
Nifty India Consumption TRI -0.81 -0.22 -0.01 8.7 9.75 8.48 17.46 18.26 14.68 14.78
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
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
Nifty Infrastructure TRI -1.87 -0.42 6.43 6.53 13.27 8.13 21.14 22.98 14.98 12.19
NIFTY MIDCAP SELECT TRI -1.43 2.8 9.0 8.51 8.03 7.87 23.54 22.67 17.66 15.28
NIFTY 50 TRI -0.69 1.75 5.41 6.48 11.47 7.73 12.92 15.82 14.23 13.89
S&P GLOBAL AGRIBUSINESS INDEX 0.18 3.11 -1.45 3.41 14.84 7.62 1.16 6.47 7.33 5.55
NIFTY 100 ESG TRI -0.28 2.18 5.42 7.76 11.45 7.59 14.14 15.99 15.2 13.3
BSE India Bond Index 0.17 1.46 2.03 5.29 4.17 7.49 5.99 7.41 8.41 8.74
Nifty 100 ESG Sector Leaders TRI -0.44 1.76 4.45 6.35 11.46 7.45 13.14 15.04 14.3 14.55
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 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
NIFTY OIL & GAS TRI -1.88 -0.98 9.02 5.45 12.04 7.15 12.44 18.55 17.47 15.05
BSE Enhanced Value Index -0.58 -1.61 11.05 8.48 14.79 7.1 27.65 30.7 - 16.18
NIFTY Midcap 50 TRI -1.14 1.26 7.5 6.91 8.6 6.97 24.95 25.89 18.88 15.27
Nifty India Manufacturing TRI -0.58 -0.14 3.95 7.99 10.68 6.93 21.76 22.8 15.06 15.52
NIFTY200 VALUE 30 TRI -1.47 -1.58 10.19 9.9 14.21 6.79 31.66 34.04 18.55 16.68
Nifty Low Volatility 50 TRI -0.25 1.33 2.15 4.9 9.75 6.56 16.67 16.88 14.93 0.04
NIFTY COMMODITIES TRI -0.89 -2.33 4.18 7.44 13.71 6.18 15.07 20.86 16.55 12.59
NIFTY GROWTH SECTORS 15 TRI 0.84 4.59 5.29 12.53 7.31 5.94 13.83 15.46 10.97 17.8
NIFTY TOP 10 EQUAL WEIGHT TRI -0.14 3.13 8.02 4.51 9.04 5.92 11.08 14.86 15.68 13.93
NIFTY 100 TRI -0.7 1.09 4.89 5.93 9.69 5.68 13.23 15.96 14.23 0.08
NIFTY500 MULTICAP INDIA MANUFACTURING 50:30:20 TRI -0.85 -0.49 3.42 7.47 8.01 5.61 21.26 22.86 15.19 15.65
NIFTY 200 TRI -0.82 0.98 5.09 5.7 9.06 5.46 14.67 17.23 14.72 14.45
BSE SENSEX 50 -0.03 2.31 5.95 5.68 9.97 5.26 11.59 14.52 - 14.03
Nifty Services Sector TRI -0.75 2.04 5.88 5.15 9.13 5.18 11.08 14.27 14.31 15.84
NIFTY MNC TRI -0.26 0.13 1.65 7.83 9.63 4.97 15.26 16.11 13.98 13.31
BSE Sensex 0.01 2.7 6.2 5.24 9.69 4.83 10.9 13.69 12.82 15.02
NIFTY LARGE MIDCAP 250 TRI -1.02 0.54 4.78 4.98 7.55 4.73 17.83 20.35 16.45 16.05
BSE 100 -0.08 1.86 5.75 5.47 9.31 4.64 12.88 15.38 13.17 15.76
NIFTY MIDCAP 100 TRI -1.33 0.5 6.0 4.5 6.03 4.37 23.45 25.39 17.48 21.17
BSE LargeCap -0.14 1.59 5.3 5.06 9.13 4.28 11.53 14.54 12.77 12.07
NIFTY 100 Equal Weight TRI -0.85 -0.73 3.01 5.37 8.32 4.19 17.05 18.7 14.24 18.38
BSE Low Volatility Index -0.07 1.7 2.86 4.17 7.35 4.07 13.92 13.82 - 13.19
NIFTY Healthcare TRI -0.62 0.62 2.54 7.37 -0.04 4.07 21.8 16.02 9.52 14.88
NIFTY INDIA SELECT 5 CORPORATE GROUPS TRI -0.55 0.53 4.99 8.05 9.21 3.99 11.43 21.87 19.89 20.39
Nifty Quality Low Volatility 30 TRI 0.44 3.05 2.09 6.03 6.97 3.91 13.01 14.18 12.41 16.76
NIFTY 500 TRI -0.86 0.33 4.18 4.72 7.17 3.82 15.19 17.88 14.96 12.46
BSE 200 -0.24 1.38 5.34 4.79 8.01 3.58 13.31 15.98 13.53 13.74
NIFTY MIDCAP 150 TRI -1.34 -0.01 4.67 4.09 5.24 3.56 22.29 24.63 18.43 17.5
NIFTY 500 VALUE 50 TRI -1.04 -1.61 7.12 8.39 11.93 3.51 30.01 34.08 18.3 16.84
NIFTY 100 Quality 30 TRI 0.8 3.27 3.42 6.82 7.42 3.46 14.87 15.07 12.83 13.26
BSE 250 LargeMidCap Index -0.31 1.18 4.98 4.64 7.69 3.37 13.4 16.06 - 12.82
NIFTY TOTAL MARKET TRI -0.9 0.13 3.88 4.4 6.52 3.2 15.48 18.23 15.07 14.83
BSE LargeMidCap -0.33 1.1 4.83 4.54 7.54 3.19 13.14 15.73 13.28 12.6
Nifty Pharma TRI 0.42 2.81 4.79 7.96 -1.24 3.12 21.45 14.04 7.75 14.39
NIFTY MIDSMALL HEALTHCARE TRI -0.07 -1.03 -0.42 6.55 0.04 2.47 28.84 16.87 17.45 21.19
NIFTY500 MULTICAP INFRASTRUCTURE 50:30:20 TRI -1.71 -1.69 4.7 3.15 5.66 2.34 20.06 24.32 16.75 15.2
NIFTY HIGH BETA 50 TRI -2.27 -1.75 9.64 4.07 10.18 2.28 19.43 22.53 10.79 7.59
BSE 500 -0.38 0.67 4.33 3.92 6.27 2.12 13.71 16.47 13.61 14.43
BSE SENSEX Next 50 -0.26 -0.03 4.9 4.62 6.59 2.11 19.37 19.57 13.67 13.43
NIFTY500 MULTICAP 50:25:25 TRI -0.96 -0.5 3.22 3.36 4.68 1.78 17.35 20.4 15.67 15.96
Nifty EV and New Age Automotive TRI 0.24 1.39 2.22 7.77 6.07 1.52 20.82 28.63 - 17.08
NIFTY INDIA NEW AGE CONSUMPTION TRI -1.17 -1.99 -1.81 5.44 1.89 1.49 23.24 21.85 13.75 13.72
NIFTY 200 Quality 30 TRI 0.36 2.58 2.99 5.45 4.72 1.48 14.39 15.04 13.94 0.03
Nifty Housing TRI -1.29 -1.35 2.3 4.85 6.44 1.37 12.11 17.56 15.8 14.08
NIFTY INDIA INTERNET TRI 0.12 -0.87 -0.29 10.33 0.91 1.31 30.07 - - 9.68
BSE Quality Index 0.53 2.03 2.63 1.85 4.25 1.08 14.78 16.17 - 13.43
BSE AllCap -0.55 0.13 3.58 3.2 5.06 1.04 14.11 16.93 13.69 12.51
NIFTY NON-CYCLICAL CONSUMER TRI -1.24 -1.21 -3.18 3.25 1.6 0.75 15.11 16.77 15.25 15.69
BSE 150 MidCap Index -0.85 -0.36 3.51 2.76 2.65 0.3 20.7 22.94 1.91 1.91
BSE Healthcare -1.02 -0.9 0.39 3.19 -1.88 -0.27 23.1 16.17 10.4 15.17
NIFTY INDIA TOURISM TRI -2.8 -2.1 -5.0 -2.89 -3.93 -0.31 17.24 21.15 14.88 11.74
BSE Midcap Select Index -0.5 0.47 7.09 6.53 0.47 -0.33 20.02 18.97 14.64 13.81
Nifty India Digital TRI 1.72 4.09 7.35 9.61 -0.03 -0.35 20.27 18.71 12.64 12.97
Nifty Alpha Quality Low Volatility 30 TRI 0.18 2.01 1.76 4.86 2.88 -0.38 17.79 16.96 15.18 0.01
NIFTY MIDSMALLCAP 400 TRI -1.26 -1.48 2.45 1.78 1.1 -0.72 21.5 24.52 17.31 16.95
BSE PSU -1.11 -2.14 7.47 1.72 6.65 -1.15 25.52 28.92 11.49 11.82
BSE Bharat 22 Index -0.17 0.16 7.95 5.51 5.18 -1.25 22.93 26.35 - 11.94
NIFTY CPSE Total Return Index -1.24 -2.18 1.69 -0.71 6.46 -1.59 33.05 35.89 15.97 15.03
Nifty FMCG TRI -0.47 -0.9 -3.11 0.05 -0.91 -1.72 8.76 13.4 12.49 16.26
BSE Mid Cap -1.26 -1.26 2.55 2.05 0.37 -1.86 20.95 21.77 15.58 19.0
NIFTY Midcap150 Quality 50 TRI -0.67 -0.18 -0.22 -1.0 -0.24 -2.08 13.51 15.15 15.28 -0.09
NIFTY DIVIDEND OPPORTUNITIES 50 TRI -0.14 2.1 6.58 5.83 1.93 -2.23 19.09 20.71 15.69 13.37
BSE 500 SHARIAH -0.14 1.19 3.09 3.51 1.69 -2.43 10.29 13.39 12.51 14.32
NIFTY500 EQUAL WEIGHT TRI -1.16 -2.87 -0.11 -0.04 0.19 -2.57 19.57 22.82 14.74 15.13
Nifty Alpha Low-Volatility 30 TRI 0.15 0.98 2.59 3.32 0.38 -2.73 16.37 16.81 15.62 0.03
NIFTY 50 Value 20 TRI 0.26 2.93 4.85 4.9 0.16 -2.78 13.9 17.87 16.57 18.76
NIFTY500 QUALITY 50 TRI -0.66 -1.38 0.54 -1.5 -1.36 -3.63 18.42 18.37 14.26 17.27
NIFTY PSE TRI -1.68 -3.01 3.1 -0.85 3.49 -3.75 31.54 32.33 15.94 13.37
BSE FMCG -0.91 -1.37 -2.49 -1.05 -2.65 -4.17 7.16 11.07 9.93 11.84
Nifty Next 50 TRI -0.74 -2.26 2.2 3.15 1.7 -4.21 16.81 17.81 14.59 20.38
NIFTY200 ALPHA 30 TRI -1.71 0.73 2.59 3.31 -2.98 -4.47 23.12 23.82 20.35 -
NIFTY MIDSMALL INDIA CONSUMPTION TRI -1.28 -2.38 -2.56 0.7 -5.86 -4.55 19.33 20.95 16.7 16.47
Nifty 50 Shariah TRI 0.85 4.47 3.64 4.42 -2.41 -4.63 -16.21 -1.92 2.82 9.41
NIFTY MIDSMALL IT & TELECOM TRI 1.96 4.79 13.11 6.57 -4.44 -4.92 19.56 27.27 19.97 13.51
NIFTY Midcap 150 Moment 50 TRI -2.13 0.07 3.51 0.75 -2.92 -4.97 22.48 29.28 21.92 23.31
Nifty 500 Shariah TRI -0.12 0.85 0.99 2.63 -2.87 -5.42 10.96 15.2 14.45 12.38
Nifty Energy TRI -2.15 -3.4 2.25 -1.29 0.86 -5.95 10.28 17.8 17.99 17.95
BSE Mid Small Cap Index -1.55 -3.28 -0.41 -1.09 -3.71 -6.09 20.17 23.01 15.82 13.54
NIFTY SMALLCAP 50 TRI -1.16 -2.7 1.62 -1.19 -3.05 -6.1 24.81 21.98 12.28 12.16
BSE Teck 2.49 6.36 11.31 4.86 -3.7 -6.96 9.23 12.72 12.42 7.25
NIFTY SMALLCAP 100 TRI -1.5 -4.05 0.04 -3.11 -5.59 -7.58 21.2 22.31 13.52 15.31
NIFTY SMALLCAP 250 TRI -1.11 -4.2 -1.56 -2.39 -6.06 -8.08 20.02 24.46 15.08 15.87
NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100 TRI -1.85 -0.47 1.61 -2.89 -5.05 -8.14 19.16 22.76 18.45 22.16
Nifty 200 Momentum 30 TRI -1.62 0.7 5.4 3.38 -2.89 -8.62 17.0 20.55 18.7 19.46
BSE 250 SmallCap Index -1.13 -4.2 -1.86 -2.89 -6.33 -9.11 17.86 22.47 - 11.53
NIFTY IPO -1.73 -5.43 -5.69 1.73 -8.26 -9.72 12.55 10.03 - 8.97
BSE Small Cap -1.85 -5.18 -3.15 -3.98 -7.41 -9.9 19.44 24.13 16.0 19.88
NIFTY500 MULTICAP MOMENTUM QUALITY 50 TRI -1.5 -1.0 2.49 -0.56 -5.97 -10.26 19.74 21.38 18.23 21.29
Nifty IT TRI 2.44 8.75 9.99 4.99 -9.31 -10.58 9.49 13.69 15.66 14.99
BSE India Infrastructure Index -2.28 -3.8 0.54 -4.82 -5.11 -10.78 23.19 26.52 13.53 11.09
NIFTY500 MOMENTUM 50 TRI -2.22 -0.05 5.38 1.32 -5.86 -11.11 19.34 25.02 19.4 22.34
Nifty Alpha 50 TRI -2.19 -0.16 1.16 -2.02 -9.03 -11.36 18.91 22.26 19.56 20.7
NIFTY MICROCAP 250 TRI -1.88 -4.8 -3.53 -3.31 -8.92 -11.6 25.88 34.03 19.31 -0.15
NIFTY SMALLCAP250 QUALITY 50 TRI - -1.48 -2.64 -4.63 -10.07 -13.31 18.75 24.88 17.22 19.09
NIFTY SMALLCAP250 MOMENTUM QUALITY 100 TRI -1.25 -3.05 -1.57 -4.7 -11.07 -14.49 15.87 22.4 17.73 21.8
BSE POWER -1.69 -5.19 -0.62 -3.95 -6.67 -14.61 12.13 25.51 13.29 9.35
BSE IT 2.92 7.99 9.74 1.85 -13.48 -16.14 6.55 10.9 13.31 0.16
Nifty Realty TRI -1.63 -7.38 0.87 -8.52 -15.14 -17.09 24.65 26.12 18.37 -0.07
NIFTY INDIA RAILWAYS PSU TRI -2.36 -4.92 -2.64 -16.23 -13.89 -17.96 24.87 - - 31.6
Nifty Media TRI -1.29 -5.77 -10.32 -16.28 -20.16 -30.35 -12.48 -1.22 -4.25 2.89