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 (%)
S&P GLOBAL 1200 0.87 4.5 7.32 11.16 24.08 114.07 7.05 11.5 9.82 8.37
Nifty India Defence TRI 6.0 6.65 -3.13 -2.33 63.11 84.11 69.98 55.24 - 35.02
Nifty Capital Markets TRI 3.32 2.12 17.26 39.46 64.65 66.48 31.31 32.97 - 28.42
NIFTY CPSE Total Return Index 1.73 -0.65 -9.22 -5.41 38.98 56.82 46.18 32.41 14.0 16.19
BSE India Infrastructure Index 4.51 -1.87 -12.21 -7.59 34.94 51.84 33.14 29.59 13.13 13.34
BSE POWER 4.79 -3.74 -6.98 -8.25 30.63 51.56 29.04 32.05 13.5 10.71
NIFTY PSE TRI 1.99 0.78 -10.15 -8.87 32.53 50.11 41.38 30.17 14.6 14.11
Nifty Next 50 TRI 3.41 2.19 -4.57 2.21 35.64 48.74 20.29 21.44 15.5 21.61
BSE PSU 2.44 0.59 -8.01 -10.33 29.64 46.55 34.21 23.8 9.23 12.32
Nifty Realty TRI 2.48 4.52 0.9 -2.11 35.05 45.79 28.98 30.38 17.52 0.86
BSE Healthcare 2.75 0.49 2.97 26.87 40.46 44.94 20.78 26.94 11.34 15.79
Nifty Alpha 50 TRI 4.37 1.26 -4.54 3.17 36.1 44.78 20.98 36.08 22.42 22.44
NIFTY200 VALUE 30 TRI 2.26 0.38 -6.37 -3.14 30.66 44.4 38.1 33.35 14.89 17.18
NIFTY 500 VALUE 50 TRI 2.52 0.55 -5.13 -2.55 29.47 44.02 36.59 35.33 16.74 17.54
NIFTY500 MOMENTUM 50 TRI 4.42 1.09 -4.14 1.24 34.18 42.95 23.6 32.14 21.78 24.32
Nifty India Digital TRI 1.36 7.19 1.98 28.12 33.94 42.34 13.33 26.8 12.89 13.65
NIFTY SMALLCAP250 QUALITY 50 TRI 3.62 1.0 -2.19 21.05 31.72 41.25 28.15 35.37 20.97 21.0
Nifty Transportation & Logistics TRI 2.17 0.2 -7.51 0.83 30.68 40.22 30.04 27.85 14.2 18.82
NIFTY SMALLCAP 50 TRI 4.22 1.09 -0.02 17.11 29.71 40.09 22.0 28.5 12.84 13.15
NIFTY Midcap 150 Moment 50 TRI 3.06 2.54 -1.34 4.58 33.6 39.93 27.98 36.34 24.27 24.89
BSE Enhanced Value Index 2.27 0.02 -8.28 -6.28 25.39 39.26 31.05 30.39 - 17.14
NIFTY Healthcare TRI 2.25 -0.83 -0.44 21.4 35.48 39.24 19.38 25.03 9.8 15.45
NIFTY200 ALPHA 30 TRI 3.01 1.95 -8.32 -0.59 29.58 38.99 24.24 29.92 22.35 19.52
Nifty India Manufacturing TRI 2.58 0.11 -5.14 2.06 30.59 38.87 24.07 26.51 13.93 15.99
Nifty Pharma TRI 2.21 -1.56 -2.44 19.5 34.25 38.62 19.55 23.69 7.78 14.9
BSE SENSEX Next 50 2.66 2.49 -3.25 7.51 28.91 38.59 20.21 21.88 13.01 13.99
BSE Small Cap 4.29 1.11 0.31 16.6 31.78 38.26 25.54 33.21 17.27 21.42
NIFTY500 MULTICAP INDIA MANUFACTURING 50:30:20 TRI 2.26 0.29 -3.98 5.83 29.81 37.85 23.88 28.53 14.24 16.19
NIFTY INDIA TOURISM TRI 2.9 7.89 -1.18 7.57 27.0 37.8 19.73 22.75 14.47 12.39
NIFTY500 MULTICAP MOMENTUM QUALITY 50 TRI 3.28 2.63 -4.88 1.99 26.79 37.5 21.64 29.89 20.59 23.14
Nifty 200 Momentum 30 TRI 3.45 0.43 -5.39 -1.65 28.97 37.37 20.67 26.7 20.51 21.11
NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100 TRI 3.66 2.15 -3.36 5.47 29.78 36.99 23.93 30.9 20.29 23.91
BSE Mid Small Cap Index 3.47 1.3 -1.96 11.33 29.78 36.97 24.36 29.72 16.94 14.61
Nifty PSU Bank TRI 2.76 2.94 -0.28 -12.73 23.01 36.52 40.12 23.1 5.75 11.32
Nifty IT TRI -0.75 8.21 2.69 35.64 25.62 36.51 8.97 26.4 16.24 16.12
Nifty Auto TRI 1.45 -0.2 -8.74 -0.31 28.55 36.5 31.23 25.73 11.81 17.86
BSE Midcap Select Index 2.41 2.49 -2.7 10.14 30.19 36.23 19.17 22.3 - 15.23
BSE Bharat 22 Index 1.11 -0.44 -4.2 -3.19 22.62 36.19 32.81 22.49 - 13.81
NASDAQ 100 TRI 1.76 6.85 13.17 16.79 29.38 35.69 15.95 25.9 22.22 13.46
NIFTY SMALLCAP 250 TRI 3.66 0.45 -1.26 13.42 29.04 35.62 24.64 31.62 16.75 17.2
BSE Mid Cap 2.58 1.51 -4.39 5.89 27.53 35.5 23.11 25.94 16.16 20.01
NIFTY EV & NEW AGE AUTOMOTIVE 2.01 -1.35 -8.01 3.34 26.55 35.12 28.83 33.09 - 19.65
Nifty Infrastructure TRI 2.79 0.49 -4.87 -2.07 22.89 34.6 22.46 23.59 12.23 12.41
NIFTY SMALLCAP 100 TRI 4.08 1.21 -1.48 11.77 26.42 34.12 21.65 28.28 14.79 16.49
NIFTY500 MULTICAP INFRASTRUCTURE 50:30:20 TRI 3.35 0.37 -4.92 1.41 24.62 34.1 24.81 26.82 15.83 15.88
BSE 150 MidCap Index 2.54 1.42 -3.57 7.36 27.43 34.08 22.6 28.03 1.95 1.96
NIFTY DIVIDEND OPPORTUNITIES 50 TRI 0.65 1.39 -4.97 6.61 23.85 34.04 24.1 24.04 14.39 14.34
NIFTY500 EQUAL WEIGHT TRI 3.25 0.32 -3.69 8.45 25.72 33.74 22.87 28.66 15.29 16.07
BSE 250 SmallCap Index 3.67 -0.04 -2.05 12.92 26.72 33.7 23.2 29.53 - 14.68
NIFTY MIDCAP 100 TRI 2.85 1.85 -2.92 8.18 25.19 32.96 24.74 28.79 17.45 21.94
NIFTY OIL & GAS TRI 3.15 -1.47 -15.92 -8.86 19.55 32.95 15.85 18.33 15.75 15.49
NIFTY SMALLCAP250 MOMENTUM QUALITY 100 TRI 4.42 0.48 -3.26 10.11 25.82 32.92 22.97 32.27 20.95 23.97
NIFTY 100 Equal Weight TRI 2.8 -0.18 -6.09 2.26 21.97 32.68 18.04 20.93 13.29 19.06
NIFTY MIDCAP 150 TRI 2.69 1.35 -2.74 7.43 25.35 32.61 23.92 28.88 18.73 18.21
BSE Teck 0.08 5.93 -0.46 25.21 24.13 32.56 8.11 21.57 12.45 7.79
Nifty Alpha Quality Low Volatility 30 TRI 1.55 0.58 -6.47 4.81 23.94 32.55 19.7 21.44 16.07 19.13
Nifty Metal TRI 3.75 -1.48 0.06 -7.55 16.52 30.91 21.39 31.22 15.14 13.38
BSE Quality Index 1.55 -2.7 -11.24 -4.24 18.39 30.68 18.76 19.56 - 14.86
BSE IT -0.17 7.46 0.06 30.72 20.9 30.64 7.5 24.02 14.63 15.71
NIFTY Midcap 50 TRI 2.69 2.64 -3.5 7.97 22.78 30.56 25.16 29.53 17.72 15.63
Nifty Alpha Low-Volatility 30 TRI 1.81 -1.27 -6.9 4.23 21.81 30.48 19.68 20.21 16.94 20.07
NIFTY500 MULTICAP 50:25:25 TRI 2.41 0.89 -2.7 7.69 22.14 30.07 19.47 23.79 15.43 16.7
NIFTY 50 Value 20 TRI -0.18 1.38 -3.4 10.3 21.42 29.99 18.71 23.34 15.41 20.26
Nifty Energy TRI 3.52 -3.93 -12.33 -10.87 15.05 29.98 19.63 21.23 17.57 19.11
NIFTY LARGE MIDCAP 250 TRI 2.17 1.12 -3.09 6.2 21.23 29.3 19.24 23.06 15.91 16.62
NIFTY MNC TRI 2.4 0.02 -5.35 1.38 22.12 29.1 17.27 17.96 13.8 13.61
Nifty 500 Shariah TRI 1.96 0.17 -5.42 10.56 20.41 28.98 14.52 22.72 15.12 13.45
Nifty India Consumption TRI 1.35 -0.11 -4.38 9.43 21.69 28.6 19.28 19.66 14.01 15.16
NIFTY TOTAL MARKET TRI 2.16 0.96 -2.89 6.71 20.19 28.52 17.48 20.53 14.28 15.44
NIFTY Midcap150 Quality 50 TRI 2.14 0.58 -2.69 8.14 22.35 28.38 13.09 20.64 15.83 19.49
NIFTY 500 TRI 2.03 0.92 -3.09 6.18 19.58 28.0 16.91 19.99 14.0 12.75
BSE AllCap 2.21 0.93 -3.13 6.14 19.08 27.33 16.25 19.39 12.9 13.09
NIFTY NON-CYCLICAL CONSUMER TRI 1.08 0.46 -5.1 12.37 20.22 27.31 17.7 19.71 15.54 16.52
Nifty Services Sector TRI 1.03 2.38 0.81 11.94 18.45 27.23 11.31 15.07 12.89 16.25
NIFTY 200 TRI 1.84 1.04 -3.36 5.44 18.32 27.02 15.95 18.73 13.47 14.88
NIFTY COMMODITIES TRI 4.64 -2.66 -7.7 -6.4 13.86 26.61 17.82 22.6 14.19 12.92
BSE 500 2.02 0.82 -3.47 5.22 17.99 26.32 15.38 18.58 12.68 14.9
MSCI ACWI TRI 1.25 4.68 6.82 12.13 21.5 26.29 10.48 13.64 10.82 12.37
NIFTY 100 TRI 1.64 0.88 -3.46 4.92 17.08 25.93 14.5 17.23 12.89 17.52
NIFTY 200 Quality 30 TRI 0.53 0.77 -6.06 9.66 18.27 25.88 15.49 19.2 13.46 18.91
BSE 250 LargeMidCap Index 1.83 0.92 -3.62 4.47 17.14 25.58 14.68 17.78 - 14.08
BSE 200 1.77 0.9 -3.61 4.48 17.03 25.54 14.64 17.61 12.37 14.03
Nifty Low Volatility 50 TRI 0.93 -0.46 -5.53 8.34 17.46 25.41 17.18 19.91 14.91 18.22
NIFTY 100 ESG TRI 1.41 0.85 -4.69 7.25 16.56 25.39 12.33 18.12 13.56 13.72
NIFTY HIGH BETA 50 TRI 5.8 0.56 -8.47 -9.52 12.56 25.39 22.48 23.86 8.01 7.82
BSE LargeMidCap 1.82 0.9 -3.78 4.15 16.65 25.2 14.59 17.23 12.11 13.06
Nifty Housing TRI 4.1 -0.03 -2.05 -1.31 13.34 25.17 16.05 20.35 14.49 14.75
NIFTY IPO 4.96 3.45 -2.07 12.95 24.59 24.9 7.29 13.49 - 11.41
BSE 500 SHARIAH 1.91 0.92 -5.31 6.27 16.42 24.5 11.49 19.79 12.62 15.82
Nifty 100 ESG Sector Leaders TRI 1.74 1.04 -3.09 6.59 16.33 24.18 12.82 16.94 12.75 15.21
BSE 100 1.37 0.97 -3.27 5.41 15.71 23.97 13.88 16.51 11.63 16.02
NIFTY 100 Quality 30 TRI 0.33 0.33 -5.76 6.88 15.69 23.83 16.05 18.16 12.27 13.95
Nifty 100 Low Volatility 30 TRI 0.59 -0.99 -5.68 8.25 14.46 23.25 16.25 19.11 14.45 18.22
NIFTY 50 Equal Weight TRI 1.16 -1.44 -6.64 4.16 14.54 23.03 18.03 21.63 12.56 14.51
BSE LargeCap 1.65 0.77 -3.61 3.76 14.35 22.99 12.8 15.61 11.17 12.44
NIFTY 50 TRI 1.09 0.68 -3.1 5.8 13.87 21.89 13.8 16.66 12.46 14.14
Nifty 50 Shariah TRI 0.65 -0.04 -7.52 13.77 13.35 21.86 -11.41 3.36 2.98 10.19
NiftyFinancialServices TRI 1.04 1.5 1.61 7.92 14.2 21.22 12.02 12.24 13.46 17.74
BSE SENSEX 50 1.05 0.6 -3.27 4.92 12.98 20.97 12.57 15.43 - 15.05
BSE Low Volatility Index 1.16 -1.63 -6.35 2.65 12.75 20.3 14.46 16.83 - 14.11
Nifty Quality Low Volatility 30 TRI 0.14 -0.89 -7.25 6.84 12.36 19.77 14.28 17.34 12.46 17.46
BSE Sensex 1.05 1.41 -2.07 5.72 11.91 19.62 11.9 14.73 11.01 15.23
NIFTY GROWTH SECTORS 15 TRI -0.01 2.41 -5.27 14.67 13.59 19.57 18.72 15.18 10.64 18.6
BSE Financial Services 1.43 1.34 0.22 5.81 12.07 18.87 12.32 11.4 11.26 13.66
Nifty Bank TRI 0.97 1.98 1.95 3.72 10.09 18.47 14.3 11.41 11.64 18.77
BSE Bankex 0.93 1.87 2.02 2.91 10.31 18.08 13.35 10.8 10.89 19.54
Nifty Financial Services Ex-Bank TRI 1.28 -1.66 -6.68 8.76 16.52 17.87 12.7 14.31 15.22 19.6
NIFTY TOP 10 EQUAL WEIGHT TRI 0.51 2.16 -1.4 9.32 10.83 17.65 13.89 15.41 13.8 14.38
BSE Financials Ex-Banks 30 Index 1.09 -1.27 -8.64 4.83 15.29 17.32 11.43 1.18 1.18 1.18
S&P GLOBAL AGRIBUSINESS INDEX 2.2 4.69 7.26 7.23 7.84 12.26 3.0 8.07 5.47 5.48
Nifty Private Bank TRI 0.38 0.83 -1.21 2.56 3.57 10.58 12.19 8.45 11.0 18.84
Nifty FMCG TRI -0.26 -2.67 -8.86 6.83 3.14 9.07 17.52 15.45 12.76 16.96
BSE FMCG 0.11 -2.96 -8.86 7.13 3.24 8.57 15.46 12.71 10.42 12.52
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
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 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 Media TRI 6.44 2.31 0.49 7.65 -12.89 -11.6 -2.44 3.76 -0.58 4.99