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 RURAL TRI 0.12 -4.7 18.73 12.34 24.28 30.38 27.44 23.75 12.65 15.38
Nifty Capital Markets TRI -4.78 -13.79 -25.06 -5.66 -23.7 25.76 29.22 27.23 - 22.51
Nifty India Defence TRI 4.82 -7.29 -19.86 -19.28 -14.86 21.58 63.1 54.93 - 29.7
NASDAQ 100 TRI -2.61 -8.14 -4.41 13.36 -2.82 18.07 19.16 23.58 21.5 13.21
MSCI ACWI TRI -1.0 -3.27 0.1 9.9 2.75 16.84 12.54 14.22 10.81 12.18
BSE Healthcare 1.63 -7.99 -10.8 -8.66 -12.31 14.02 20.1 23.24 8.85 15.14
S&P GLOBAL 1200 -1.37 -3.39 -2.34 7.95 0.41 14.02 8.32 12.09 9.57 8.12
NiftyFinancialServices TRI -0.03 -2.07 -6.2 -1.47 -1.45 11.49 13.96 12.92 11.87 17.24
Nifty Financial Services Ex-Bank TRI -1.57 -4.06 -6.52 -9.35 -1.9 11.22 17.53 14.88 13.22 19.09
NIFTY INDIA TOURISM TRI 2.5 -4.44 -8.31 -6.88 -9.81 11.16 21.85 24.7 13.72 11.85
NIFTY Healthcare TRI 1.01 -7.52 -8.97 -9.13 -12.19 10.07 19.18 22.09 7.67 14.73
NIFTY INDIA NEW AGE CONSUMPTION TRI -0.21 -7.76 -15.13 -14.72 -13.44 8.48 21.74 21.94 12.27 13.34
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 Metal TRI 6.64 6.28 -5.19 -2.6 2.77 8.41 15.27 34.29 15.96 13.01
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 India Digital TRI -1.93 -10.37 -16.99 -12.17 -15.08 8.25 11.88 24.8 10.52 12.57
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 Pharma TRI 1.1 -7.17 -8.77 -11.16 -12.58 7.42 18.32 21.44 5.62 14.29
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 Services Sector TRI -0.53 -4.31 -9.16 -5.62 -4.92 7.2 10.91 14.63 11.19 15.71
BSE Financials Ex-Banks 30 Index -0.54 -3.05 -6.63 -11.79 -2.41 7.06 15.54 0.73 0.73 0.73
NIFTY NON-CYCLICAL CONSUMER TRI 0.12 -4.66 -11.41 -15.28 -9.44 6.53 17.07 17.16 13.84 15.66
NIFTY500 MULTICAP INDIA MANUFACTURING 50:30:20 TRI 1.85 -5.65 -11.58 -13.71 -8.95 6.07 20.32 27.28 12.61 15.29
Nifty India Consumption TRI -0.44 -6.41 -10.31 -13.24 -7.97 5.8 18.82 17.86 13.0 14.35
Nifty India Manufacturing TRI 2.05 -5.02 -12.1 -14.87 -8.26 5.42 20.28 25.73 12.09 15.06
Nifty IT TRI -2.06 -11.33 -14.2 -8.64 -11.47 5.41 5.9 21.86 13.88 15.35
BSE SENSEX Next 50 2.12 -5.45 -13.61 -14.35 -9.34 5.36 18.05 20.66 11.15 13.04
NIFTY SMALLCAP 50 TRI 2.09 -9.14 -20.63 -18.74 -16.27 4.99 19.38 24.73 9.84 11.82
BSE Teck -1.94 -9.05 -12.7 -10.22 -9.94 4.27 5.6 18.03 10.6 7.19
NIFTY Midcap150 Quality 50 TRI 1.53 -6.83 -14.64 -16.09 -12.73 4.25 11.52 17.03 13.27 18.3
BSE Financial Services -0.11 -3.75 -9.43 -6.02 -5.0 4.09 13.04 11.85 9.48 13.0
NIFTY MNC TRI 0.66 -4.9 -12.18 -15.59 -7.52 3.77 14.97 15.58 11.16 13.02
S&P GLOBAL AGRIBUSINESS INDEX 0.06 0.82 -2.57 2.58 3.0 3.35 -3.87 9.49 5.22 4.89
BSE 150 MidCap Index 1.38 -6.87 -15.38 -16.34 -13.07 3.29 20.5 24.55 0.56 0.57
NIFTY TOP 10 EQUAL WEIGHT TRI -0.27 -4.21 -8.09 -6.83 -4.26 3.0 13.53 16.01 12.67 13.73
Nifty Low Volatility 50 TRI -0.87 -5.15 -7.47 -11.53 -4.23 2.9 17.15 18.26 13.22 17.59
BSE Midcap Select Index 1.54 -7.03 -17.05 -16.68 -16.02 2.74 16.87 19.16 - 12.85
NIFTY MIDCAP 150 TRI 0.9 -7.27 -15.26 -15.21 -13.16 2.72 21.74 25.44 16.11 17.08
Nifty Private Bank TRI -0.49 -2.34 -6.29 -3.96 -1.84 2.42 12.42 10.33 9.22 18.28
Nifty Bank TRI -0.24 -3.48 -9.12 -3.85 -4.39 2.28 13.13 12.48 10.1 18.18
NIFTY LARGE MIDCAP 250 TRI 0.64 -5.88 -12.6 -12.95 -9.47 2.19 17.45 21.28 13.78 15.69
BSE Small Cap 2.62 -10.38 -20.66 -19.14 -17.97 2.08 19.8 27.7 14.71 19.96
Nifty 100 ESG Sector Leaders TRI 0.34 -4.17 -9.2 -9.81 -4.93 1.85 12.02 16.21 11.02 13.96
BSE Bankex 0.28 -2.65 -8.94 -3.05 -3.81 1.79 11.96 11.67 9.38 18.91
NIFTY 100 ESG TRI - -4.75 -9.72 -11.84 -5.6 1.78 11.62 17.51 11.9 12.72
NIFTY 50 TRI - -4.39 -8.43 -8.93 -4.43 1.56 12.83 16.82 11.04 13.64
NIFTY MIDCAP 100 TRI 0.43 -7.69 -15.85 -15.47 -13.63 1.53 22.26 25.69 15.04 20.83
BSE Mid Small Cap Index 2.03 -8.73 -18.48 -18.35 -16.01 1.5 20.3 25.47 14.15 13.3
NIFTY500 MULTICAP 50:25:25 TRI 0.92 -6.49 -14.01 -14.3 -10.74 1.44 16.84 21.64 13.19 15.68
NIFTY TOTAL MARKET TRI 0.75 -5.78 -12.46 -12.8 -8.82 1.42 15.27 19.36 12.3 14.53
NIFTY 100 TRI 0.4 -4.55 -10.02 -10.81 -5.74 1.34 13.02 16.98 11.27 16.8
NIFTY 200 TRI 0.4 -5.08 -11.03 -11.6 -7.12 1.32 14.27 18.11 11.69 14.12
NIFTY 500 TRI 0.65 -5.57 -12.12 -12.62 -8.45 1.3 14.86 18.9 12.08 12.2
Nifty Next 50 TRI 2.32 -5.29 -17.53 -19.01 -11.47 1.25 16.35 18.92 12.83 20.38
NIFTY 200 Quality 30 TRI 0.16 -7.28 -13.1 -17.15 -9.71 1.2 12.73 16.41 11.43 17.84
NIFTY 50 Equal Weight TRI 0.35 -3.66 -7.02 -11.36 -3.28 1.18 16.91 22.53 11.4 14.11
NIFTY Midcap 50 TRI 1.15 -6.49 -14.26 -14.67 -12.39 0.95 23.67 27.29 16.07 14.69
BSE Mid Cap 1.43 -6.94 -16.07 -17.51 -13.86 0.78 20.88 22.97 13.72 18.88
BSE 100 0.32 -4.89 -10.17 -10.78 -6.1 0.75 12.49 16.22 10.02 15.64
NIFTY 100 Quality 30 TRI -0.52 -7.25 -11.69 -15.57 -7.74 0.74 13.81 16.24 10.09 12.83
NIFTY 50 Value 20 TRI 0.18 -6.28 -11.44 -11.5 -7.8 0.62 14.79 22.01 14.33 19.09
NIFTY 100 Equal Weight TRI 1.27 -4.52 -11.37 -14.79 -7.06 0.53 15.95 20.71 11.65 18.23
Nifty 100 Low Volatility 30 TRI -1.26 -5.62 -7.68 -11.91 -5.32 0.46 15.84 18.46 12.84 17.53
BSE Sensex 1.55 -4.53 -9.03 -8.44 -4.87 0.29 12.05 14.6 9.69 14.93
BSE 200 0.52 -5.01 -10.97 -11.84 -7.05 0.23 13.04 17.0 10.6 13.57
BSE AllCap 0.86 -5.93 -12.77 -13.39 -9.11 0.2 13.93 18.19 10.94 12.19
BSE 250 LargeMidCap Index 0.61 -5.1 -11.26 -12.16 -7.42 0.18 13.02 17.05 - 11.89
Nifty Transportation & Logistics TRI -0.2 -7.74 -14.09 -18.32 -9.73 0.03 27.78 27.48 12.09 17.74
BSE 500 0.74 -5.57 -12.22 -13.1 -8.49 -0.06 13.35 17.53 10.77 14.22
NIFTY SMALLCAP250 QUALITY 50 TRI 1.44 -9.37 -23.62 -23.42 -19.18 -0.12 20.68 27.79 16.6 19.23
BSE SENSEX 50 -0.08 -4.76 -9.33 -9.91 -5.32 -0.16 11.38 15.34 - 13.33
NIFTY500 EQUAL WEIGHT TRI 1.79 -7.97 -16.78 -18.45 -13.85 -0.22 19.19 25.57 12.86 14.86
BSE IT -1.97 -11.54 -15.76 -12.46 -13.15 -0.29 3.63 19.51 12.11 14.89
BSE LargeMidCap 0.55 -5.09 -11.2 -12.24 -7.33 -0.29 12.87 16.67 10.32 12.26
Nifty Auto TRI -1.76 -10.03 -12.51 -17.86 -8.2 -0.32 29.38 26.01 10.12 16.93
NIFTY DIVIDEND OPPORTUNITIES 50 TRI 1.14 -5.56 -13.24 -14.47 -8.31 -0.36 19.8 23.01 13.32 13.29
NIFTY SMALLCAP 100 TRI 1.61 -9.66 -20.91 -19.89 -17.86 -0.42 17.34 24.21 11.33 15.13
NIFTY200 VALUE 30 TRI 4.99 -0.16 -11.66 -13.99 -4.48 -0.43 32.13 35.03 14.42 16.31
BSE LargeCap 0.37 -4.7 -10.12 -11.04 -5.86 -0.6 11.26 15.44 9.56 11.71
NIFTY SMALLCAP 250 TRI 2.13 -9.86 -20.8 -20.61 -18.23 -0.65 18.93 26.51 13.48 15.71
NIFTY Midcap 150 Moment 50 TRI 0.5 -8.88 -21.64 -18.65 -18.58 -1.23 22.0 29.18 20.19 23.2
NIFTY GROWTH SECTORS 15 TRI -1.57 -8.83 -10.83 -13.65 -8.38 -1.29 17.11 15.07 8.96 17.54
Nifty Housing TRI 2.56 -1.8 -11.47 -11.13 -6.59 -1.64 14.27 19.05 12.64 13.9
NIFTY EV & NEW AGE AUTOMOTIVE 0.23 -9.06 -16.3 -20.58 -11.21 -1.65 24.14 31.74 - 16.08
Nifty Quality Low Volatility 30 TRI -0.83 -6.47 -9.67 -15.32 -6.35 -1.65 12.47 15.81 10.6 16.66
Nifty 500 Shariah TRI 1.19 -7.23 -15.43 -18.61 -12.53 -1.74 10.92 18.72 12.84 12.27
NIFTY 500 VALUE 50 TRI 4.2 -1.52 -12.63 -13.8 -4.62 -1.77 29.68 37.15 15.31 16.59
BSE 250 SmallCap Index 2.04 -9.92 -20.65 -21.35 -17.83 -1.82 17.65 24.68 - 10.78
Nifty FMCG TRI -0.32 -6.56 -9.63 -17.15 -8.12 -1.85 16.4 14.47 11.24 16.4
Nifty Alpha Quality Low Volatility 30 TRI -0.01 -7.18 -14.21 -18.62 -10.8 -2.26 16.15 18.01 13.32 17.97
NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100 TRI 1.14 -8.54 -20.8 -20.64 -17.35 -2.43 18.32 24.79 16.5 22.22
BSE FMCG -0.13 -7.2 -10.99 -18.41 -9.28 -2.69 13.91 11.76 8.6 11.9
NIFTY CPSE Total Return Index 4.85 -1.49 -12.0 -16.73 -4.59 -2.73 35.22 34.52 12.9 15.0
NIFTY500 MULTICAP INFRASTRUCTURE 50:30:20 TRI 1.72 -5.35 -14.06 -16.1 -10.57 -3.41 21.44 25.5 13.83 14.85
BSE Low Volatility Index -0.82 -5.41 -8.33 -12.73 -5.53 -3.42 14.59 15.79 - 12.76
Nifty Infrastructure TRI 1.95 -3.15 -10.49 -12.83 -5.53 -3.51 20.66 23.62 10.65 11.68
NIFTY COMMODITIES TRI 4.25 0.15 -7.87 -13.04 -0.64 -3.75 13.98 23.92 13.32 12.35
Nifty 50 Shariah TRI -0.24 -6.91 -12.63 -17.8 -9.72 -4.02 -14.14 2.64 1.29 9.36
BSE 500 SHARIAH 0.94 -7.13 -13.87 -16.66 -10.14 -4.23 8.88 16.28 10.21 14.1
Nifty Alpha 50 TRI 1.25 -9.96 -25.42 -25.02 -21.77 -4.49 12.03 28.44 18.11 20.64
BSE Quality Index 0.33 -5.47 -12.55 -20.48 -9.57 -4.74 14.79 17.95 - 12.84
BSE Enhanced Value Index 3.66 -1.53 -11.12 -15.41 -4.32 -5.74 25.22 33.35 - 15.31
NIFTY IPO 0.99 -10.61 -21.4 -20.75 -19.33 -6.28 7.45 9.63 - 8.12
Nifty Alpha Low-Volatility 30 TRI 0.05 -7.25 -14.27 -18.51 -10.74 -6.56 16.48 17.09 14.16 18.91
NIFTY SMALLCAP250 MOMENTUM QUALITY 100 TRI 1.79 -9.35 -23.43 -23.54 -19.11 -6.6 16.38 25.58 16.87 22.12
BSE Bharat 22 Index 3.84 -2.76 -14.25 -14.53 -8.17 -6.85 24.84 23.49 - 11.18
NIFTY500 MOMENTUM 50 TRI -0.12 -9.27 -25.08 -24.77 -19.43 -7.22 16.52 25.33 17.06 22.32
NIFTY PSE TRI 5.41 -1.94 -14.79 -20.08 -7.69 -7.35 32.04 30.78 12.95 13.28
BSE India Infrastructure Index 3.61 -5.16 -18.29 -24.39 -12.19 -7.89 24.91 28.82 10.87 11.1
NIFTY200 ALPHA 30 TRI 1.13 -8.01 -20.53 -24.22 -18.48 -8.07 18.62 23.73 18.42 17.94
NIFTY500 MULTICAP MOMENTUM QUALITY 50 TRI 1.95 -8.51 -23.1 -23.75 -18.47 -8.5 15.59 22.15 16.46 21.3
BSE POWER 4.93 -1.61 -18.89 -22.51 -11.15 -8.65 16.43 29.17 10.46 9.45
Nifty Realty TRI 2.07 -9.89 -23.06 -19.93 -21.49 -9.75 25.98 25.49 13.96 -0.49
BSE PSU 4.27 -4.09 -16.73 -19.34 -9.71 -11.11 26.83 24.69 7.86 11.47
Nifty 200 Momentum 30 TRI -0.43 -8.16 -22.21 -23.54 -16.39 -11.35 14.33 20.43 16.54 19.36
NIFTY HIGH BETA 50 TRI 3.6 -6.14 -17.3 -20.84 -10.14 -13.54 18.58 24.24 6.31 6.83
NIFTY OIL & GAS TRI 2.42 -4.82 -10.78 -22.37 -5.98 -14.78 11.87 20.36 15.3 14.64
Nifty PSU Bank TRI 1.93 -5.63 -17.14 -10.91 -9.35 -18.47 33.55 28.04 5.3 10.33
Nifty Energy TRI 3.49 -3.68 -15.66 -24.18 -9.29 -20.48 10.37 21.57 16.13 18.03
Nifty Media TRI 1.76 -10.62 -29.47 -28.67 -19.42 -24.11 -9.31 -0.18 -3.46 3.05