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 1.72 -8.21 0.03 37.52 -3.85 61.0 30.76 31.24 - 28.1
Nifty India Defence TRI -2.88 -11.35 -7.95 -22.2 -4.14 44.97 66.17 51.32 - 32.66
NIFTY RURAL TRI 28.05 23.17 15.42 18.21 28.77 39.75 22.94 21.71 13.3 15.7
NASDAQ 100 TRI 0.34 -2.64 7.92 7.6 1.44 31.64 17.34 24.05 22.91 13.47
BSE Healthcare -4.94 -3.58 -4.68 9.83 -5.99 30.71 18.16 25.13 11.07 15.54
NIFTY Healthcare TRI -4.93 -2.81 -5.34 6.59 -6.38 28.75 17.47 23.78 9.75 15.21
Nifty Pharma TRI -4.19 -1.55 -6.62 5.77 -6.42 27.35 17.05 22.61 7.73 14.7
Nifty India Digital TRI -0.91 -7.91 -1.76 6.47 -4.22 23.75 9.61 25.03 12.5 13.34
Nifty Auto TRI -1.9 -3.91 -11.74 -10.01 0.12 23.1 26.24 23.46 11.34 17.53
MSCI ACWI TRI 1.19 -0.32 2.6 5.82 1.91 23.0 9.97 12.4 11.23 12.24
S&P GLOBAL 1200 0.29 -1.45 1.44 3.79 1.02 22.91 5.41 9.78 10.06 8.23
NIFTY CPSE Total Return Index -0.33 -7.44 -12.67 -17.49 -1.01 21.98 38.45 29.58 13.26 15.4
NIFTY500 MULTICAP INDIA MANUFACTURING 50:30:20 TRI -2.55 -6.1 -9.59 -7.09 -3.52 21.51 18.05 25.3 13.73 15.74
Nifty India Manufacturing TRI -2.13 -7.03 -12.13 -9.76 -3.1 21.23 18.36 23.74 13.46 15.49
Nifty IT TRI 0.14 -5.4 2.83 11.12 -0.34 19.9 5.63 23.74 16.23 15.98
Nifty Transportation & Logistics TRI -1.64 -6.47 -13.04 -10.84 -2.68 19.9 24.14 24.86 13.25 18.32
NIFTY Midcap 150 Moment 50 TRI -3.31 -11.95 -11.09 -8.54 -6.89 18.79 22.22 32.37 22.65 24.21
BSE Midcap Select Index -4.23 -10.45 -9.67 -5.0 -7.75 18.72 15.13 19.25 - 14.16
Nifty Next 50 TRI -1.51 -11.67 -14.55 -12.32 -5.04 18.64 14.89 18.34 14.2 20.9
NIFTY INDIA TOURISM TRI -3.47 -6.11 -2.98 -0.32 -6.5 18.39 15.54 21.48 14.26 12.14
BSE Small Cap -3.17 -8.6 -8.87 -3.67 -5.2 17.91 19.05 28.99 16.55 20.89
Nifty Alpha 50 TRI -3.31 -12.55 -13.77 -12.7 -7.91 17.56 13.74 31.52 20.72 21.72
BSE Teck 0.07 -5.19 -1.8 6.27 -0.17 17.53 4.68 19.42 12.46 7.67
NIFTY EV & NEW AGE AUTOMOTIVE -1.83 -6.5 -14.58 -12.11 -2.05 17.38 22.02 29.53 - 18.11
BSE SENSEX Next 50 -1.93 -8.74 -10.05 -7.16 -4.06 17.0 15.94 19.34 12.33 13.47
NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100 TRI -2.49 -10.69 -11.45 -11.43 -5.58 16.94 17.86 26.89 18.66 23.21
NIFTY SMALLCAP250 QUALITY 50 TRI -3.32 -13.02 -11.48 -5.32 -6.74 16.78 21.09 30.32 19.04 20.24
BSE Mid Small Cap Index -3.2 -8.84 -9.45 -6.02 -5.5 16.59 18.86 26.07 15.97 14.09
NIFTY SMALLCAP 50 TRI -2.39 -10.41 -9.59 -4.41 -5.99 15.79 15.78 23.63 11.45 12.56
NIFTY200 ALPHA 30 TRI -3.04 -10.51 -14.87 -14.57 -7.48 15.65 17.8 25.82 21.03 18.83
NIFTY SMALLCAP 250 TRI -3.16 -8.91 -9.64 -5.67 -5.88 15.56 17.89 27.21 15.57 16.65
BSE 150 MidCap Index -2.95 -8.54 -9.72 -7.52 -5.23 15.5 17.99 24.7 1.34 1.34
Nifty India Consumption TRI -3.05 -5.16 -10.75 -3.62 -2.96 15.28 16.38 17.88 13.49 14.78
NIFTY MIDCAP 150 TRI -2.43 -7.88 -8.59 -5.77 -4.58 15.23 19.56 25.93 17.83 17.76
BSE Mid Cap -3.23 -9.11 -10.08 -8.53 -5.82 15.09 18.75 22.86 15.19 19.49
NIFTY200 VALUE 30 TRI -0.63 -9.95 -13.38 -13.56 -3.36 14.92 30.97 29.75 14.26 16.5
NIFTY MIDCAP 100 TRI -2.26 -8.34 -8.3 -5.33 -4.75 14.91 20.24 25.85 16.64 21.51
BSE IT -0.42 -5.72 0.36 7.1 -0.87 14.67 3.64 21.53 14.56 15.56
NIFTY PSE TRI -0.9 -9.74 -14.76 -18.46 -3.01 14.67 33.7 27.17 13.72 13.58
NIFTY SMALLCAP 100 TRI -2.62 -9.67 -8.51 -7.05 -6.0 14.41 14.92 24.09 13.74 15.97
NIFTY MNC TRI -3.02 -7.59 -13.79 -12.04 -2.63 14.18 12.84 15.48 12.48 13.27
BSE India Infrastructure Index 0.1 -9.18 -13.64 -19.65 -3.47 14.15 25.55 25.81 12.3 12.24
Nifty Alpha Quality Low Volatility 30 TRI -3.52 -7.66 -12.87 -10.52 -3.8 14.15 14.78 18.79 14.94 18.56
NIFTY 50 Value 20 TRI -0.74 -5.5 -5.81 -3.13 -1.26 13.85 13.94 21.44 15.24 19.78
NIFTY 500 VALUE 50 TRI -0.56 -9.47 -11.8 -13.44 -2.28 13.74 29.57 31.46 15.79 16.85
NIFTY500 EQUAL WEIGHT TRI -2.53 -7.87 -9.75 -7.38 -4.39 13.65 17.54 25.15 14.49 15.58
NIFTY Midcap 50 TRI -2.85 -8.7 -9.13 -5.88 -5.27 13.42 20.36 26.15 17.2 15.21
BSE 250 SmallCap Index -3.05 -8.95 -10.87 -6.69 -5.7 13.39 16.29 25.22 - 13.16
NIFTY Midcap150 Quality 50 TRI -2.78 -7.47 -9.93 -6.21 -4.36 13.39 9.43 17.98 14.78 18.98
NIFTY DIVIDEND OPPORTUNITIES 50 TRI -0.58 -7.0 -8.59 -6.42 -1.91 13.17 19.17 21.77 13.85 13.84
NIFTY NON-CYCLICAL CONSUMER TRI -3.3 -5.96 -11.08 -3.65 -4.1 13.08 14.76 17.69 14.73 16.11
Nifty Financial Services Ex-Bank TRI 0.72 -5.2 -6.2 1.02 0.85 12.61 11.56 12.92 14.42 19.4
NIFTY 100 Equal Weight TRI -1.26 -7.13 -10.9 -9.19 -2.68 12.35 13.69 18.75 12.61 18.6
BSE PSU -0.59 -10.05 -12.19 -19.47 -3.29 12.18 27.28 21.26 8.31 11.83
NIFTY500 MULTICAP 50:25:25 TRI -1.91 -7.44 -8.45 -5.94 -3.66 12.18 14.58 20.98 14.61 16.24
NIFTY LARGE MIDCAP 250 TRI -1.72 -7.18 -8.18 -5.97 -3.34 12.09 14.94 20.6 15.14 16.19
NIFTY IPO -3.89 -8.4 -9.2 -5.44 -6.21 11.88 5.3 11.31 - 10.31
NIFTY500 MULTICAP MOMENTUM QUALITY 50 TRI -3.4 -12.82 -14.43 -15.06 -6.53 11.83 15.34 25.6 18.83 22.3
NIFTY500 MOMENTUM 50 TRI -3.26 -14.94 -17.35 -17.06 -7.68 11.79 16.61 27.61 19.61 23.33
Nifty Low Volatility 50 TRI -2.11 -4.07 -8.15 -4.82 -0.89 11.65 13.91 17.97 14.21 17.9
NIFTY500 MULTICAP INFRASTRUCTURE 50:30:20 TRI -1.76 -8.08 -10.01 -10.63 -3.87 11.62 18.83 24.1 15.08 15.38
Nifty 200 Momentum 30 TRI -2.4 -13.03 -17.51 -15.11 -6.29 11.17 13.8 22.16 18.91 20.2
Nifty 500 Shariah TRI -2.82 -7.09 -10.93 -7.35 -4.0 10.98 9.51 19.82 14.44 12.95
BSE Enhanced Value Index -0.76 -8.34 -12.75 -15.37 -2.28 10.9 24.7 27.56 - 15.82
NIFTY TOTAL MARKET TRI -1.58 -7.1 -8.17 -5.9 -3.04 10.9 12.93 18.22 13.56 14.99
Nifty Services Sector TRI -0.45 -7.38 -4.88 -0.9 -2.26 10.75 7.38 12.93 12.15 15.93
NIFTY 500 TRI -1.51 -7.01 -8.15 -6.08 -2.95 10.54 12.43 17.72 13.3 12.48
BSE POWER 0.17 -12.26 -21.05 -17.69 -4.75 10.28 19.86 27.21 12.02 9.9
Nifty Alpha Low-Volatility 30 TRI -3.06 -7.96 -13.44 -10.36 -4.5 10.12 14.3 17.37 15.76 19.46
BSE Quality Index -2.32 -5.24 -13.45 -14.25 -2.43 10.05 15.36 17.48 - 13.99
Nifty Infrastructure TRI -0.67 -7.01 -9.97 -10.64 -1.91 9.93 17.35 21.53 11.85 11.96
Nifty 100 Low Volatility 30 TRI -2.04 -3.75 -8.15 -3.81 -1.2 9.91 13.39 17.56 13.97 17.91
NIFTY SMALLCAP250 MOMENTUM QUALITY 100 TRI -3.41 -11.94 -12.67 -12.8 -6.79 9.78 15.45 27.06 19.23 23.17
NIFTY 200 TRI -1.24 -6.82 -7.9 -6.08 -2.55 9.77 11.67 16.63 12.79 14.48
BSE AllCap -1.67 -7.13 -8.36 -6.45 -3.08 9.68 11.68 17.05 12.2 12.65
NIFTY 200 Quality 30 TRI -2.89 -7.02 -11.72 -7.27 -3.07 9.49 11.26 16.66 12.79 18.4
NIFTY GROWTH SECTORS 15 TRI -1.75 -2.83 -4.48 0.57 -0.36 9.38 16.8 14.33 10.46 18.31
S&P GLOBAL AGRIBUSINESS INDEX 5.14 -0.01 0.1 6.45 4.67 9.16 -1.31 6.26 5.32 5.11
NIFTY 100 ESG TRI -1.21 -6.31 -8.46 -5.78 -1.88 8.93 8.51 16.11 13.03 13.16
BSE 500 -1.56 -7.04 -8.46 -6.87 -2.99 8.9 10.93 16.29 11.98 14.56
NIFTY 100 TRI -1.02 -6.49 -7.81 -6.23 -2.09 8.83 10.25 15.23 12.26 17.11
BSE Bharat 22 Index -1.13 -8.18 -10.62 -12.66 -3.31 8.66 25.64 20.13 - 12.17
NIFTY 100 Quality 30 TRI -1.97 -5.84 -10.65 -7.55 -1.75 8.58 11.91 16.02 11.54 13.42
BSE Financials Ex-Banks 30 Index -0.34 -5.84 -7.24 -4.44 -0.38 8.54 9.77 0.92 0.92 0.92
BSE 200 -1.29 -6.71 -8.05 -6.6 -2.5 8.53 10.42 15.52 11.7 13.78
BSE 250 LargeMidCap Index -1.39 -6.82 -8.18 -6.89 -2.68 8.47 10.43 15.63 - 12.91
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
Nifty 100 ESG Sector Leaders TRI -1.02 -6.27 -7.53 -5.17 -1.92 8.42 8.86 14.89 12.08 14.46
NIFTY 50 Equal Weight TRI -1.34 -4.7 -9.62 -6.68 -1.15 8.36 13.95 19.85 12.17 14.27
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 LargeMidCap -1.37 -6.84 -8.25 -6.99 -2.66 8.06 10.34 15.13 11.45 12.63
NiftyFinancialServices TRI -0.36 -7.7 -3.89 -2.71 -2.42 8.04 8.31 10.17 12.42 17.31
BSE 100 -1.13 -6.34 -7.49 -5.85 -2.09 7.88 9.76 14.53 11.05 15.81
BSE 500 SHARIAH -1.9 -6.23 -9.38 -8.11 -2.36 7.64 7.17 17.1 11.88 15.08
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 PSU Bank TRI 0.84 -10.61 -4.69 -14.83 -3.56 7.07 32.91 21.66 4.73 10.72
NIFTY 50 TRI -0.91 -5.5 -6.5 -4.9 -1.41 7.06 9.74 14.86 11.95 13.85
Nifty Realty TRI -6.43 -17.13 -14.55 -17.5 -11.91 7.02 22.4 23.84 16.43 0.14
Nifty Metal TRI 0.28 -9.69 -13.3 -12.86 -2.63 6.86 14.27 25.85 15.45 12.81
BSE LargeCap -0.96 -6.33 -7.84 -6.62 -1.95 6.53 8.61 13.67 10.59 12.03
Nifty Quality Low Volatility 30 TRI -2.64 -5.05 -10.8 -6.79 -1.46 6.43 10.78 15.38 11.76 17.08
BSE Low Volatility Index -2.15 -4.4 -9.13 -8.32 -1.48 5.99 12.09 15.04 - 13.49
BSE SENSEX 50 -0.94 -5.75 -6.86 -5.56 -1.62 5.99 8.52 13.57 - 14.1
Nifty 50 Shariah TRI -2.22 -4.8 -9.64 -5.32 -2.55 5.79 -14.9 1.46 2.74 9.85
NIFTY TOP 10 EQUAL WEIGHT TRI -0.04 -5.01 -3.02 -2.38 -0.65 5.7 10.42 13.93 13.49 14.06
NIFTY OIL & GAS TRI -1.21 -3.35 -12.65 -17.75 -0.19 5.61 11.8 17.49 16.03 15.1
BSE Sensex -0.74 -5.76 -5.47 -4.55 -1.4 5.35 7.94 12.94 10.6 15.07
BSE Financial Services -0.68 -8.05 -5.24 -4.5 -3.11 4.4 8.56 9.42 10.19 13.21
NIFTY COMMODITIES TRI -0.1 -7.49 -14.07 -14.85 -1.36 3.42 11.21 19.61 13.7 12.39
Nifty Bank TRI -0.45 -8.03 -4.87 -5.73 -3.11 3.31 9.59 9.75 10.55 18.35
BSE Bankex -0.5 -8.27 -4.81 -7.23 -3.11 3.23 8.5 9.02 9.77 19.07
Nifty Housing TRI -1.16 -9.92 -11.05 -11.08 -4.57 2.99 10.03 16.98 13.44 14.12
Nifty FMCG TRI -3.92 -2.57 -11.18 -8.55 -2.75 -0.84 15.47 13.96 11.91 16.71
Nifty Energy TRI -0.49 -7.29 -16.8 -20.07 -2.6 -1.33 12.78 18.95 17.2 18.49
BSE FMCG -3.77 -3.15 -11.36 -8.16 -2.97 -1.42 13.05 11.09 9.47 12.26
Nifty Private Bank TRI -0.61 -6.8 -6.14 -7.06 -2.31 -1.82 8.33 7.14 9.87 18.39
NIFTY HIGH BETA 50 TRI 0.36 -10.0 -13.35 -20.39 -3.3 -2.69 16.47 19.97 7.19 7.25
Nifty Media TRI -6.08 -14.28 -17.27 -18.16 -6.55 -29.04 -9.28 -1.12 -2.69 3.88