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 9.62 16.22 4.45 5.7 -3.6 41.55 35.77 40.95 - 26.77
NIFTY RURAL TRI 3.13 6.18 6.9 28.26 37.21 39.77 26.98 30.74 14.31 15.84
Nifty India Defence TRI 3.85 9.49 10.56 10.12 5.7 30.6 61.41 66.74 - 33.08
NiftyFinancialServices TRI 3.74 7.66 16.97 11.47 12.55 25.21 17.72 22.83 14.34 17.86
BSE Healthcare 3.32 1.35 -1.04 -0.04 -5.71 23.44 20.01 22.94 9.86 15.38
NIFTY Healthcare TRI 4.16 0.75 -1.04 -0.31 -5.4 21.98 19.04 21.3 8.71 15.06
Nifty Financial Services Ex-Bank TRI 3.96 7.71 13.35 8.78 12.48 20.84 21.16 26.54 15.67 19.77
Nifty Pharma TRI 4.14 0.52 -2.5 -3.03 -6.95 18.52 17.87 19.1 6.58 14.5
NIFTY INDIA TOURISM TRI 2.41 7.3 10.07 12.06 1.66 17.21 22.9 35.59 15.55 12.44
BSE Financials Ex-Banks 30 Index 3.64 6.34 12.1 6.12 9.65 17.1 18.13 1.74 1.73 1.74
Nifty Services Sector TRI 4.04 5.29 7.15 1.99 3.54 16.6 12.88 22.31 12.97 16.01
BSE Financial Services 4.05 8.07 13.49 7.68 8.24 16.5 16.31 22.06 11.82 13.66
Nifty Bank TRI 4.24 9.44 13.96 8.06 8.87 16.45 16.33 22.97 12.43 18.69
BSE Bankex 4.06 8.65 15.02 8.59 9.46 16.36 14.96 22.16 11.67 19.46
Nifty Private Bank TRI 3.98 9.43 15.68 8.78 11.43 15.97 15.53 20.99 11.56 18.9
NIFTY NON-CYCLICAL CONSUMER TRI 3.12 7.66 5.8 -2.98 0.5 13.74 17.76 21.64 15.03 16.15
NIFTY Midcap 50 TRI 5.45 6.22 3.64 -1.28 -2.63 13.26 24.13 35.36 17.76 15.16
NIFTY TOP 10 EQUAL WEIGHT TRI 3.66 3.63 4.36 1.93 2.91 13.01 14.78 21.82 14.14 14.06
Nifty Low Volatility 50 TRI 3.16 5.71 4.61 0.42 4.65 12.87 18.06 22.57 14.72 17.96
Nifty India Consumption TRI 3.78 6.67 5.54 -2.05 1.64 12.86 18.82 22.41 14.24 14.83
NIFTY Midcap150 Quality 50 TRI 4.72 5.15 -1.62 -7.08 -5.38 12.42 11.97 21.93 14.64 18.65
NIFTY INDIA NEW AGE CONSUMPTION TRI 4.71 5.4 2.56 -3.83 -4.93 12.4 22.04 30.75 13.38 13.78
BSE SENSEX Next 50 3.68 4.91 5.09 -1.03 -0.02 11.74 16.96 26.44 12.44 13.52
Nifty India Digital TRI 5.37 2.24 -8.06 -7.9 -12.36 11.7 12.51 28.58 11.38 12.66
NIFTY MIDCAP 100 TRI 5.15 6.15 1.86 -2.47 -3.66 11.48 22.77 34.55 16.73 21.29
BSE Midcap Select Index 5.69 3.7 -0.76 -6.11 -9.1 10.98 16.33 25.97 - 13.58
Nifty 100 Low Volatility 30 TRI 3.15 4.21 1.8 -2.3 1.78 10.94 16.46 22.17 14.28 17.83
Nifty 100 ESG Sector Leaders TRI 3.86 4.24 6.11 -0.08 3.33 10.86 13.15 21.33 12.8 14.63
NIFTY500 QUALITY 50 TRI 5.18 3.97 -1.25 -7.56 -6.69 10.51 17.43 24.62 13.81 17.52
NIFTY 100 ESG TRI 3.74 4.68 4.54 -1.96 2.04 10.4 12.5 22.75 13.47 13.21
NIFTY MIDCAP 150 TRI 4.71 5.35 1.02 -3.42 -4.2 10.39 21.98 33.52 17.86 17.53
NASDAQ 100 TRI 1.73 -6.61 -15.59 -5.27 -11.39 10.3 16.9 20.37 20.01 12.74
NIFTY 50 TRI 3.8 4.19 5.0 -0.06 3.14 10.12 13.62 22.56 12.59 13.9
BSE 150 MidCap Index 4.41 4.73 0.95 -4.73 -4.95 10.04 20.5 32.07 1.34 1.34
NIFTY LARGE MIDCAP 250 TRI 4.23 4.87 2.99 -2.19 -1.05 9.91 17.89 28.1 15.42 16.09
NIFTY 200 TRI 3.97 4.63 4.33 -1.38 1.04 9.44 14.92 24.14 13.27 14.48
NIFTY 50 Equal Weight TRI 3.48 4.4 4.84 -1.65 3.96 9.42 16.95 28.2 12.83 14.33
NIFTY 200 Quality 30 TRI 3.64 4.93 -1.38 -8.42 -3.62 9.28 13.48 19.98 12.82 18.1
NIFTY 100 TRI 3.74 4.34 4.84 -1.15 2.04 9.1 13.65 22.63 12.79 17.11
MSCI ACWI TRI 1.5 -5.3 -8.53 -3.03 -4.52 9.04 10.23 14.02 9.48 11.4
BSE 100 3.78 4.27 4.51 -1.17 1.68 8.74 13.0 21.99 11.56 15.81
NIFTY 500 TRI 3.89 4.54 3.4 -2.33 -0.42 8.72 15.4 25.11 13.63 12.46
Nifty FMCG TRI 2.05 8.53 3.68 -3.48 1.82 8.72 17.02 16.96 12.66 16.73
NIFTY500 MULTICAP INDIA MANUFACTURING 50:30:20 TRI 4.19 1.57 0.74 -5.1 -3.19 8.68 19.4 32.96 13.82 15.54
BSE Sensex 3.99 4.18 4.7 0.04 2.53 8.65 11.87 20.25 11.19 15.07
NIFTY TOTAL MARKET TRI 3.87 4.48 3.06 -2.6 -0.88 8.65 15.72 25.58 13.84 14.91
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
NIFTY500 MULTICAP 50:25:25 TRI 3.93 4.62 2.13 -3.48 -2.57 8.2 17.17 28.77 14.73 16.07
BSE SENSEX 50 3.81 4.11 4.37 -1.21 2.09 8.1 12.14 21.07 - 14.13
BSE 200 3.87 4.39 4.08 -1.84 0.83 8.07 13.52 22.91 12.13 13.78
NIFTY CPSE Total Return Index 2.95 4.71 7.28 -1.62 5.91 8.04 34.9 40.89 14.21 15.61
NIFTY Midcap 150 Moment 50 TRI 5.21 6.33 -0.38 -7.21 -8.83 7.88 23.76 36.74 22.11 23.72
BSE 250 LargeMidCap Index 3.87 4.42 3.88 -2.07 0.44 7.86 13.5 22.99 - 12.9
Nifty India Manufacturing TRI 4.45 1.86 1.23 -6.29 -2.14 7.76 19.23 30.15 13.36 15.33
Nifty Quality Low Volatility 30 TRI 2.91 5.13 1.31 -4.91 1.09 7.72 13.71 19.59 12.04 16.99
BSE Teck 5.02 -0.42 -10.88 -11.25 -11.21 7.66 5.68 20.78 11.15 7.09
BSE Mid Cap 4.59 4.37 0.58 -5.49 -5.99 7.58 20.87 30.19 15.2 19.23
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 Equal Weight TRI 3.53 4.87 4.31 -2.92 1.16 7.46 16.15 26.21 13.06 18.57
Nifty IT TRI 6.36 -3.51 -18.28 -15.28 -17.81 7.4 5.12 24.32 14.2 14.94
BSE FMCG 2.2 8.34 2.81 -4.54 0.54 7.38 14.28 14.02 10.04 12.28
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 LargeMidCap 3.9 4.41 3.95 -2.09 0.53 7.3 13.39 22.57 11.85 12.64
BSE 500 3.84 4.4 3.23 -2.87 -0.64 7.28 13.78 23.63 12.29 14.5
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 AllCap 3.8 4.37 2.68 -3.18 -1.36 7.18 14.25 24.32 12.45 12.57
BSE LargeCap 3.75 4.42 4.68 -1.35 1.99 7.16 11.85 21.15 11.12 12.09
S&P GLOBAL 1200 2.13 -5.17 -9.13 -4.69 -5.67 6.86 6.2 12.55 8.5 7.65
BSE Mid Small Cap Index 3.92 4.27 -1.74 -7.22 -8.46 6.78 19.83 32.99 15.56 13.7
NIFTY SMALLCAP 50 TRI 4.29 5.35 -1.41 -6.22 -7.92 6.76 20.17 35.15 11.08 12.27
NIFTY 100 Quality 30 TRI 3.02 4.09 -1.28 -7.53 -2.09 6.74 14.28 20.59 11.47 13.15
NIFTY 50 Value 20 TRI 3.78 1.36 -3.21 -7.59 -5.15 6.29 14.89 25.02 15.39 19.13
NIFTY200 VALUE 30 TRI 2.75 3.71 6.95 -1.93 3.4 6.21 31.76 42.71 15.65 16.65
Nifty 50 Shariah TRI 4.13 2.78 -3.66 -9.3 -5.13 6.07 -15.34 5.93 2.27 9.56
BSE Small Cap 3.3 4.18 -3.86 -8.81 -10.71 5.98 18.95 35.51 15.85 20.29
NIFTY GROWTH SECTORS 15 TRI 5.21 3.07 -5.1 -6.12 -5.26 5.9 14.71 20.17 9.94 17.63
Nifty Next 50 TRI 3.45 5.05 4.15 -6.53 -2.73 5.88 16.2 24.03 14.22 20.76
NIFTY DIVIDEND OPPORTUNITIES 50 TRI 3.9 2.76 -1.88 -7.16 -4.12 5.51 19.93 26.62 14.22 13.47
NIFTY500 EQUAL WEIGHT TRI 3.77 4.63 -0.31 -5.87 -5.77 5.5 18.88 32.8 14.25 15.27
NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100 TRI 5.84 6.65 -2.51 -9.23 -8.68 5.26 19.04 31.49 18.3 22.67
Nifty 500 Shariah TRI 4.07 3.22 -3.21 -9.84 -7.11 5.09 11.37 22.46 14.02 12.55
Nifty Alpha Quality Low Volatility 30 TRI 3.19 4.76 -1.3 -8.59 -4.23 4.97 17.05 21.91 14.71 18.26
NIFTY500 MULTICAP INFRASTRUCTURE 50:30:20 TRI 3.35 4.51 3.78 -2.48 -0.95 4.82 21.46 32.57 15.51 15.33
Nifty Housing TRI 2.94 4.03 6.99 -1.94 1.58 4.54 13.44 26.1 14.29 14.28
NIFTY MNC TRI 3.31 4.38 0.32 -7.9 -1.83 4.29 14.99 19.09 12.37 13.18
Nifty Infrastructure TRI 3.14 4.31 5.42 -0.97 3.57 4.27 19.91 28.75 11.88 12.09
NIFTY PSE TRI 2.65 5.64 6.8 -2.99 3.19 4.06 32.45 37.09 14.43 13.71
BSE Low Volatility Index 2.49 4.51 1.9 -3.18 1.38 3.97 15.71 19.05 - 13.42
S&P GLOBAL AGRIBUSINESS INDEX 2.57 0.19 -2.7 1.07 4.57 3.7 -5.53 12.27 5.45 4.97
BSE Quality Index 4.68 6.11 0.46 -9.48 -2.06 3.57 15.28 22.65 - 13.61
NIFTY SMALLCAP 250 TRI 3.52 4.47 -2.54 -8.63 -10.22 3.43 18.7 35.88 14.75 16.14
NIFTY SMALLCAP250 QUALITY 50 TRI 4.08 2.5 -5.39 -13.18 -13.45 3.42 18.88 35.55 17.58 19.5
Nifty Transportation & Logistics TRI 5.63 3.63 2.03 -8.49 -2.89 3.38 26.34 35.37 13.62 18.05
Nifty Auto TRI 6.0 3.11 -0.37 -8.22 -1.75 3.1 27.67 33.76 11.65 17.19
NIFTY 500 VALUE 50 TRI 2.91 2.75 3.91 -3.4 1.75 2.93 28.96 43.21 16.18 16.85
NIFTY SMALLCAP 100 TRI 3.8 4.85 -2.17 -6.99 -9.48 2.42 18.09 34.35 12.66 15.55
BSE 250 SmallCap Index 3.57 4.24 -2.7 -9.96 -10.07 2.27 17.26 33.64 - 11.94
BSE Enhanced Value Index 3.48 5.37 5.86 -2.08 3.69 1.93 25.31 40.79 - 16.07
Nifty Alpha Low-Volatility 30 TRI 3.88 5.19 0.13 -8.29 -3.43 1.87 17.39 21.81 15.49 19.24
BSE Bharat 22 Index 2.9 4.17 3.0 -5.13 -0.91 1.55 24.65 30.56 - 12.08
NIFTY200 ALPHA 30 TRI 4.89 5.6 -0.05 -12.1 -9.98 1.43 21.17 30.03 20.03 18.39
BSE IT 6.01 -3.59 -18.5 -17.43 -19.32 1.03 2.14 21.21 12.4 14.49
NIFTY COMMODITIES TRI 2.52 1.89 6.43 -3.35 6.14 0.9 11.72 29.43 14.43 12.62
BSE 500 SHARIAH 4.0 1.79 -3.33 -9.01 -6.08 0.68 8.28 19.59 11.35 14.35
BSE India Infrastructure Index 3.04 4.58 2.49 -7.96 -2.84 0.46 24.3 36.61 12.21 11.99
Nifty Alpha 50 TRI 4.34 4.18 -2.89 -12.66 -13.04 -0.24 12.22 35.0 19.59 21.1
BSE PSU 3.23 6.21 4.97 -2.73 0.95 -0.25 27.58 32.78 9.39 11.89
BSE POWER 3.56 5.33 5.85 -12.42 -1.02 -1.06 12.88 36.24 12.56 9.97
Nifty Metal TRI 3.34 -5.07 2.61 -5.73 1.02 -1.13 11.85 40.79 15.69 12.83
NIFTY INDIA SELECT 5 CORPORATE GROUPS TRI 4.56 2.76 -0.02 -6.9 -1.86 -1.3 9.79 35.25 17.21 20.44
NIFTY500 MULTICAP MOMENTUM QUALITY 50 TRI 6.1 5.0 -3.77 -13.48 -11.42 -1.86 17.07 26.47 17.64 21.65
NIFTY IPO 4.62 4.43 -5.39 -11.65 -14.16 -2.65 6.6 16.29 - 8.79
NIFTY EV & NEW AGE AUTOMOTIVE 5.62 0.88 -3.94 -14.5 -7.27 -2.66 22.18 39.05 - 16.47
NIFTY500 MOMENTUM 50 TRI 5.94 5.41 -1.98 -14.94 -11.91 -4.24 18.23 30.78 18.71 22.7
NIFTY OIL & GAS TRI 3.74 3.92 2.95 -5.29 2.55 -4.45 10.17 23.52 16.53 15.04
Nifty 200 Momentum 30 TRI 5.89 3.96 -2.89 -15.87 -10.52 -5.16 14.9 24.62 17.93 19.63
NIFTY SMALLCAP250 MOMENTUM QUALITY 100 TRI 3.5 2.74 -4.35 -13.08 -12.75 -5.4 15.36 33.95 17.91 22.43
Nifty PSU Bank TRI 4.35 9.22 7.33 5.41 2.37 -5.67 35.57 39.7 7.18 10.89
Nifty Realty TRI 6.66 3.94 2.65 -10.05 -14.78 -6.06 26.38 37.46 15.98 -0.04
NIFTY HIGH BETA 50 TRI 4.05 6.58 3.98 -3.12 0.25 -7.92 19.44 35.21 8.12 7.34
Nifty Energy TRI 3.88 3.82 3.24 -11.94 -0.64 -10.67 7.66 25.17 17.47 18.37
Nifty Media TRI 1.24 3.2 -5.1 -17.23 -11.92 -14.72 -10.79 7.15 -2.15 3.51