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 -1.81 0.07 4.91 7.7 20.68 113.99 4.72 10.69 9.64 8.21
Nifty India Defence TRI -6.92 -9.57 -13.79 12.75 45.6 77.06 63.62 52.05 - 33.04
Nifty Capital Markets TRI -5.47 -4.23 22.12 37.31 55.79 68.36 27.83 31.23 - 27.46
BSE POWER -6.56 -13.19 -9.59 -0.49 25.61 57.9 27.09 30.61 13.16 10.52
NIFTY CPSE Total Return Index -5.43 -10.14 -12.27 2.18 31.84 55.26 43.14 30.11 13.43 15.86
NIFTY PSE TRI -5.73 -10.33 -10.98 -1.2 25.74 54.24 36.73 28.18 13.92 13.9
BSE India Infrastructure Index -6.28 -10.18 -12.45 2.14 28.56 53.85 28.45 27.81 12.66 12.89
Nifty Next 50 TRI -4.53 -10.83 -5.79 3.64 27.14 47.2 15.97 20.02 15.17 21.31
BSE Healthcare -3.61 -4.75 4.23 21.22 34.74 46.85 19.05 26.89 11.1 15.64
NIFTY200 VALUE 30 TRI -5.52 -10.02 -6.15 0.02 22.97 45.45 32.32 31.81 14.6 16.87
BSE PSU -6.48 -8.56 -10.32 -3.66 22.02 44.88 28.83 22.53 8.72 12.08
NIFTY 500 VALUE 50 TRI -5.81 -9.1 -5.78 -0.66 21.37 43.59 30.66 33.36 16.41 17.21
Nifty Realty TRI -4.98 -10.43 -7.38 -0.61 21.26 42.84 20.57 28.25 16.42 0.26
NIFTY500 MOMENTUM 50 TRI -6.4 -12.5 -7.24 3.64 24.96 42.48 18.97 30.52 21.08 23.95
Nifty Transportation & Logistics TRI -3.36 -12.22 -8.39 2.06 25.6 42.41 25.25 26.29 14.2 18.64
NIFTY Healthcare TRI -4.01 -6.95 0.66 16.95 31.09 42.05 17.76 25.38 9.7 15.3
Nifty India Digital TRI -0.85 -3.81 2.58 22.0 26.91 41.54 10.91 27.25 12.57 13.38
NIFTY200 ALPHA 30 TRI -4.29 -12.04 -9.14 3.37 21.99 41.35 20.46 28.3 21.92 19.21
Nifty Pharma TRI -3.44 -8.13 -1.14 15.82 30.09 41.07 17.31 24.35 7.56 14.78
NIFTY Midcap 150 Moment 50 TRI -5.44 -9.21 -2.45 7.05 25.92 40.99 23.6 35.06 24.02 24.59
Nifty IT TRI 1.53 -0.58 7.3 29.94 21.7 40.83 7.32 24.83 16.1 16.01
Nifty Auto TRI -3.77 -13.41 -8.68 0.85 23.98 40.79 26.11 24.13 11.81 17.7
Nifty Alpha 50 TRI -7.06 -12.58 -7.95 6.06 25.51 39.93 17.12 33.76 21.83 22.02
Nifty India Manufacturing TRI -4.93 -11.34 -6.38 3.91 23.97 39.73 19.62 25.14 13.67 15.73
NIFTY SMALLCAP250 QUALITY 50 TRI -5.93 -8.13 -0.2 16.5 22.31 39.6 23.62 33.17 20.34 20.61
Nifty 200 Momentum 30 TRI -5.05 -12.21 -6.26 1.21 21.57 39.13 16.54 25.44 20.08 20.8
NIFTY EV & NEW AGE AUTOMOTIVE -4.58 -13.18 -7.22 4.75 21.97 38.99 25.31 32.07 - 19.15
BSE Enhanced Value Index -5.53 -10.24 -7.79 -3.6 18.49 38.87 25.19 28.86 - 16.51
NIFTY500 MULTICAP MOMENTUM QUALITY 50 TRI -5.29 -10.29 -5.69 3.93 18.48 38.43 17.93 27.73 20.39 22.79
NIFTY500 MULTICAP INDIA MANUFACTURING 50:30:20 TRI -4.84 -9.18 -4.08 6.33 23.54 38.08 19.7 27.28 14.04 15.95
NIFTY DIVIDEND OPPORTUNITIES 50 TRI -3.49 -7.25 -3.54 8.42 19.14 37.07 20.87 22.52 14.18 14.13
BSE SENSEX Next 50 -4.06 -8.9 -4.35 5.16 21.22 36.5 15.86 20.6 12.64 13.66
NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100 TRI -5.82 -9.58 -5.07 6.47 21.52 36.32 19.86 29.19 20.03 23.56
BSE Midcap Select Index -4.93 -8.4 -3.24 8.83 22.17 36.15 15.02 20.88 - 14.54
NIFTY OIL & GAS TRI -5.55 -11.99 -15.29 -5.09 14.69 36.01 11.81 17.54 15.12 15.29
BSE Bharat 22 Index -4.74 -6.85 -5.27 2.3 17.15 35.92 28.1 21.09 - 13.2
BSE Teck 0.58 -4.13 2.79 21.82 19.96 35.85 6.54 20.81 12.23 7.66
NIFTY SMALLCAP 50 TRI -5.88 -7.81 0.64 12.93 20.07 35.76 17.19 26.66 12.11 12.74
Nifty Alpha Quality Low Volatility 30 TRI -3.95 -10.53 -6.77 4.05 18.42 34.98 16.49 19.92 16.01 18.9
BSE Mid Small Cap Index -5.56 -8.14 -2.9 10.09 21.58 34.77 20.16 28.23 16.57 14.27
BSE Mid Cap -5.02 -8.81 -4.87 6.35 20.22 34.74 18.81 24.71 15.87 19.73
BSE Small Cap -6.07 -7.51 -1.08 13.62 22.75 34.74 21.4 31.46 16.66 21.08
NIFTY 100 Equal Weight TRI -3.97 -9.2 -5.15 3.96 17.13 34.59 14.42 20.25 13.17 18.89
Nifty Infrastructure TRI -3.75 -8.34 -6.33 0.79 16.36 34.27 17.76 22.79 11.66 12.15
BSE IT 0.79 -2.73 4.02 24.21 16.85 34.2 5.96 22.39 14.47 15.6
Nifty Energy TRI -4.82 -10.57 -11.86 -5.46 12.12 33.8 17.11 20.92 17.03 19.02
BSE Quality Index -4.21 -11.78 -10.32 1.76 15.28 33.45 15.82 18.52 - 14.61
NIFTY 50 Value 20 TRI -1.96 -5.2 -0.99 10.52 17.95 33.38 16.34 22.36 15.41 20.11
Nifty Alpha Low-Volatility 30 TRI -3.8 -10.17 -6.88 2.75 17.1 33.31 16.64 19.07 17.04 19.89
NIFTY INDIA TOURISM TRI -0.6 -7.87 -2.57 0.64 16.89 33.27 12.75 20.41 13.81 11.95
BSE 150 MidCap Index -4.96 -8.89 -4.78 8.36 20.18 33.12 18.54 26.89 1.44 1.43
NIFTY500 MULTICAP INFRASTRUCTURE 50:30:20 TRI -4.71 -8.55 -6.49 2.64 17.2 33.05 20.1 25.44 15.25 15.57
NIFTY SMALLCAP 250 TRI -6.2 -7.98 -1.48 10.19 20.35 32.54 20.65 29.92 16.02 16.84
NIFTY MIDCAP 100 TRI -5.35 -9.08 -4.29 7.99 17.63 32.36 20.04 27.46 17.17 21.65
NIFTY500 EQUAL WEIGHT TRI -5.55 -8.5 -3.94 7.62 18.59 32.35 18.88 27.32 14.85 15.77
NIFTY MIDCAP 150 TRI -5.12 -8.81 -3.75 7.97 18.34 32.04 19.76 27.73 18.59 17.91
NASDAQ 100 TRI -3.3 1.74 5.51 11.51 23.94 31.98 13.61 24.68 21.95 13.3
Nifty Metal TRI -6.01 -10.87 -0.06 -5.15 11.19 31.98 17.09 30.59 14.38 13.16
BSE 250 SmallCap Index -6.12 -8.53 -1.88 9.78 18.72 31.3 19.02 27.99 - 13.73
Nifty India Consumption TRI -3.02 -10.78 -4.65 7.06 16.86 30.24 16.03 18.5 13.93 14.95
NIFTY SMALLCAP 100 TRI -6.17 -7.76 -2.53 8.15 17.02 30.08 17.27 26.49 14.0 16.1
Nifty 500 Shariah TRI -4.53 -9.27 -5.21 9.27 15.11 29.52 11.81 21.34 14.9 13.2
NIFTY Midcap 50 TRI -5.09 -9.42 -5.39 6.6 15.06 29.5 20.02 28.14 17.28 15.32
NIFTY SMALLCAP250 MOMENTUM QUALITY 100 TRI -7.23 -10.11 -5.29 5.24 15.84 29.39 18.86 30.02 20.18 23.52
NIFTY500 MULTICAP 50:25:25 TRI -4.31 -7.62 -2.77 7.68 15.9 29.37 15.71 22.73 15.08 16.44
NIFTY LARGE MIDCAP 250 TRI -4.05 -7.85 -3.36 7.1 15.37 29.21 15.45 22.12 15.71 16.38
NIFTY COMMODITIES TRI -5.58 -10.34 -7.13 -2.76 9.69 29.07 13.69 22.0 13.57 12.75
NIFTY 200 Quality 30 TRI -3.37 -9.05 -3.81 10.88 14.48 28.6 12.82 17.99 13.35 18.76
NIFTY TOTAL MARKET TRI -3.78 -7.34 -2.86 7.17 14.5 28.19 13.76 19.6 13.98 15.2
Nifty Low Volatility 50 TRI -3.23 -8.12 -3.7 6.31 13.72 28.01 14.1 19.05 14.93 18.09
NIFTY 500 TRI -3.68 -7.33 -2.95 6.87 14.08 27.85 13.25 19.1 13.72 12.6
Nifty Services Sector TRI -2.02 -3.65 2.12 12.75 14.1 27.8 8.46 14.49 12.79 16.12
NIFTY Midcap150 Quality 50 TRI -4.27 -7.59 -2.53 11.15 17.21 27.41 9.97 19.63 15.82 19.28
NIFTY NON-CYCLICAL CONSUMER TRI -2.69 -10.58 -5.28 8.55 14.85 27.39 14.37 18.86 15.42 16.3
NIFTY 200 TRI -3.35 -7.24 -3.18 6.45 13.13 27.21 12.31 17.89 13.21 14.67
NIFTY 100 ESG TRI -2.79 -7.66 -2.84 7.35 12.32 27.2 9.28 17.55 13.36 13.47
NIFTY MNC TRI -4.65 -12.05 -7.53 -1.05 15.78 26.95 13.72 16.51 13.64 13.43
BSE AllCap -3.8 -7.39 -3.17 6.43 13.43 26.85 12.56 18.45 12.6 12.84
NIFTY 100 Quality 30 TRI -3.47 -9.26 -4.54 6.54 11.56 26.51 13.21 16.95 12.03 13.73
Nifty 100 Low Volatility 30 TRI -3.34 -8.17 -3.62 6.66 11.38 26.3 13.68 18.14 14.22 18.1
NIFTY 100 TRI -2.94 -6.86 -2.96 6.17 12.34 26.3 11.04 16.48 12.65 17.34
Nifty PSU Bank TRI -7.02 -2.11 -4.16 -7.38 14.46 26.14 32.19 23.24 6.12 10.97
BSE 500 -3.63 -7.42 -3.38 5.89 12.63 26.13 11.75 17.71 12.4 14.72
NIFTY 50 Equal Weight TRI -3.62 -8.88 -3.93 5.6 11.39 25.91 14.83 21.04 12.49 14.42
BSE 200 -3.27 -7.21 -3.36 5.52 12.08 25.75 11.09 16.83 12.13 13.9
BSE 250 LargeMidCap Index -3.35 -7.3 -3.54 5.52 12.05 25.63 11.11 16.96 - 13.47
Nifty Housing TRI -5.17 -7.4 -3.24 2.17 7.68 25.29 11.55 19.3 14.09 14.49
BSE LargeMidCap -3.35 -7.36 -3.6 5.01 11.61 25.26 10.99 16.42 11.85 12.84
MSCI ACWI TRI -2.26 -0.5 4.34 7.51 17.7 25.07 8.1 12.75 10.61 12.13
BSE 500 SHARIAH -3.73 -8.87 -5.42 5.02 11.22 24.95 8.52 18.54 12.38 15.44
Nifty 100 ESG Sector Leaders TRI -2.67 -6.77 -2.42 6.86 11.7 24.93 9.58 16.26 12.5 14.86
Nifty 50 Shariah TRI -3.17 -8.76 -6.25 10.92 9.66 23.97 -13.97 2.63 2.94 10.03
BSE 100 -2.96 -6.82 -2.88 5.93 10.92 23.95 10.4 15.74 11.36 15.92
NIFTY IPO -5.28 -8.12 -3.29 7.57 17.03 23.47 3.63 12.01 - 10.6
BSE LargeCap -2.99 -7.05 -3.3 4.69 9.75 23.21 9.35 14.87 10.91 12.23
Nifty Quality Low Volatility 30 TRI -3.74 -9.57 -5.29 4.47 9.39 22.52 11.76 16.32 12.52 17.35
NIFTY 50 TRI -2.74 -6.2 -2.32 6.79 9.57 22.35 10.42 16.0 12.22 14.0
BSE Low Volatility Index -4.0 -8.92 -5.56 0.59 9.3 22.33 11.91 15.83 - 13.8
NIFTY HIGH BETA 50 TRI -6.91 -10.97 -10.98 -8.23 4.63 21.54 16.46 22.77 7.49 7.46
NIFTY GROWTH SECTORS 15 TRI -1.07 -6.83 -3.5 10.26 10.19 21.4 16.06 14.62 10.53 18.44
BSE SENSEX 50 -2.69 -6.31 -2.52 6.13 8.82 21.39 9.28 14.77 - 14.61
Nifty Financial Services Ex-Bank TRI -4.02 -8.42 2.26 9.54 13.31 20.25 9.23 13.77 15.25 19.49
BSE Financials Ex-Banks 30 Index -3.68 -7.8 -1.16 6.72 11.79 19.96 0.91 0.91 0.91 0.91
NiftyFinancialServices TRI -3.19 -2.73 2.75 9.71 9.03 19.79 7.92 11.51 13.45 17.52
BSE Sensex -2.47 -5.36 -1.93 6.12 7.39 19.37 8.51 14.0 10.71 15.15
NIFTY TOP 10 EQUAL WEIGHT TRI -1.56 -3.74 -1.29 9.61 6.64 17.72 10.53 14.79 13.54 14.18
BSE Financial Services -3.53 -3.86 1.3 6.73 6.71 16.73 8.06 10.77 11.23 13.41
BSE Bankex -3.32 -2.7 0.98 4.97 5.33 15.26 8.96 10.46 11.03 19.35
Nifty Bank TRI -3.35 -3.16 0.93 5.37 4.83 15.26 9.91 10.93 11.75 18.58
Nifty FMCG TRI -4.11 -10.31 -8.74 2.63 -0.28 9.21 14.74 14.11 12.47 16.86
BSE FMCG -4.36 -9.93 -8.02 3.32 -0.05 8.53 12.74 11.44 10.19 12.41
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 Private Bank TRI -2.63 -5.04 -0.91 3.89 -0.28 8.45 8.12 8.2 11.15 18.66
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
BSE Liquid Rate Index 0.13 0.56 1.67 3.36 3.27 6.88 5.51 4.85 - 5.4
S&P GLOBAL AGRIBUSINESS INDEX -0.52 -1.7 2.14 -0.74 1.92 6.72 -1.06 6.49 5.01 4.94
Nifty Media TRI -3.72 -6.23 -4.33 8.36 -19.02 -13.45 -5.56 2.17 -0.96 4.6