Mutual Fund Category Monitor
| Category Name | 1 Week Ret (%) | 1 Mth Ret (%) | 3 Mths Ret (%) | 6 Mths Ret (%) | YTD Ret (%) | 1 Yr Ret (%) | 3 Yrs Ret (%) | 5 Yrs Ret (%) | 10 Yrs Ret (%) | Launch Ret (%) |
|---|---|---|---|---|---|---|---|---|---|---|
| Equity: Thematic-PSU | -6.04 | -8.49 | -8.67 | -1.06 | 23.18 | 47.5 | 30.41 | 25.25 | 14.06 | 17.93 |
| Equity: Sectoral-Pharma and Healthcare | -3.41 | -4.67 | 3.8 | 20.8 | 33.05 | 45.03 | 19.0 | 27.77 | 13.7 | 25.11 |
| Equity: Sectoral-Infrastructure | -5.22 | -8.32 | -4.9 | 4.99 | 24.56 | 41.02 | 23.84 | 26.85 | 15.54 | 13.19 |
| Equity: Sectoral-Technology | -0.68 | -3.41 | 3.89 | 23.45 | 23.66 | 39.05 | 10.25 | 27.97 | 17.47 | 16.3 |
| Equity: Thematic-Manufacturing | -5.16 | -9.02 | -4.36 | 6.25 | 23.25 | 37.2 | 20.12 | 24.97 | 16.33 | 10.98 |
| Equity: Contra | -3.51 | -6.6 | -1.69 | 9.93 | 21.25 | 36.32 | 19.08 | 24.39 | 15.88 | 15.92 |
| Equity: Thematic-Transportation | -3.67 | -11.51 | -7.81 | 2.56 | 22.45 | 36.0 | 21.28 | 21.77 | 11.96 | 22.92 |
| Equity: Mid Cap | -4.18 | -7.73 | -1.94 | 11.09 | 22.97 | 35.13 | 18.19 | 25.52 | 16.82 | 20.67 |
| Equity: Dividend Yield | -3.87 | -7.41 | -3.57 | 8.07 | 18.38 | 33.47 | 17.59 | 22.84 | 14.01 | 15.99 |
| Equity: Value | -3.93 | -6.67 | -2.56 | 8.39 | 18.29 | 32.65 | 16.98 | 21.77 | 15.04 | 17.28 |
| Equity: Large and Mid Cap | -3.7 | -7.03 | -2.09 | 9.24 | 19.38 | 31.92 | 15.06 | 20.81 | 14.63 | 15.07 |
| Equity: Multi Cap | -3.94 | -7.0 | -1.39 | 9.8 | 19.36 | 31.66 | 16.27 | 22.09 | 15.15 | 19.82 |
| Equity: Thematic-Others | -4.22 | -7.24 | -2.66 | 8.68 | 19.31 | 31.58 | 15.01 | 22.61 | 14.14 | 15.33 |
| Equity: Thematic-Energy | -5.04 | -8.44 | -5.67 | 0.11 | 15.0 | 31.28 | 14.43 | 23.18 | 16.55 | 7.14 |
| Fund of Funds-Domestic-Equity | -3.42 | -6.46 | 0.05 | 8.58 | 18.41 | 30.4 | 13.17 | 16.93 | 13.23 | 12.93 |
| Equity: Small Cap | -5.35 | -7.07 | -0.43 | 12.71 | 20.98 | 30.35 | 19.37 | 30.25 | 18.2 | 20.81 |
| Equity: ELSS | -3.47 | -6.67 | -1.71 | 8.58 | 16.76 | 29.24 | 13.6 | 18.87 | 13.73 | 15.93 |
| Equity: Focused | -3.31 | -6.84 | -1.48 | 8.92 | 17.02 | 29.23 | 12.56 | 17.78 | 13.52 | 16.78 |
| Equity: Flexi Cap | -3.49 | -6.8 | -1.58 | 8.82 | 17.07 | 29.12 | 13.2 | 18.6 | 13.84 | 18.32 |
| Equity: Thematic-Quantitative | -4.15 | -8.71 | -4.33 | 4.93 | 14.56 | 28.4 | 13.71 | 17.83 | 12.79 | 14.39 |
| Equity: Thematic-ESG | -2.8 | -7.13 | -1.54 | 10.03 | 16.14 | 28.37 | 10.73 | 16.57 | 12.45 | 16.09 |
| Equity: Thematic-Consumption | -3.26 | -9.22 | -3.3 | 9.89 | 17.92 | 27.77 | 15.39 | 19.05 | 14.72 | 16.49 |
| Equity: Large Cap | -2.94 | -6.36 | -2.39 | 6.77 | 13.64 | 26.49 | 11.05 | 15.98 | 12.01 | 14.48 |
| ETFs | -3.09 | -5.52 | -0.54 | 6.78 | 14.93 | 26.33 | 12.33 | 15.88 | 11.64 | 13.57 |
| Fund of Funds-Overseas | -1.62 | -0.96 | 5.48 | 6.84 | 14.41 | 24.82 | 4.64 | 9.23 | 7.05 | 9.37 |
| Hybrid: Aggressive | -2.64 | -5.09 | -1.13 | 7.71 | 14.92 | 24.16 | 11.8 | 16.13 | 11.72 | 13.46 |
| Childrens Fund | -3.34 | -5.77 | -1.49 | 9.18 | 13.99 | 23.06 | 10.68 | 14.55 | 11.55 | 14.58 |
| Equity: Thematic-International | -1.75 | -2.2 | 3.84 | 6.22 | 11.93 | 22.76 | 4.08 | 9.55 | 8.58 | 10.09 |
| Fund of Funds-Domestic-Silver | -3.69 | -3.92 | 6.37 | 2.72 | 16.89 | 22.21 | - | - | - | 12.02 |
| Hybrid: Multi Asset Allocation | -2.61 | -4.41 | -0.41 | 5.16 | 13.15 | 21.49 | 12.51 | 17.28 | 12.02 | 12.22 |
| Fund of Funds-Domestic-Gold and Silver | -3.85 | -3.58 | 4.76 | 1.88 | 15.67 | 20.98 | - | - | - | 19.6 |
| Index Fund | -2.48 | -4.77 | -1.12 | 5.88 | 12.07 | 20.62 | 11.82 | 16.58 | 11.45 | 11.12 |
| Fund of Funds-Domestic-Gold | -3.81 | -3.34 | 3.78 | 1.04 | 15.04 | 20.54 | 13.1 | 12.57 | 9.58 | 8.57 |
| Fund of Funds-Domestic-Hybrid | -1.9 | -3.56 | 0.21 | 6.37 | 12.55 | 20.26 | 11.45 | 13.46 | 11.28 | 12.69 |
| Hybrid: Balanced | -1.58 | -3.18 | 0.44 | 7.69 | 13.63 | 20.1 | - | - | - | 19.52 |
| Retirement Fund | -2.1 | -3.79 | -0.2 | 6.96 | 12.33 | 19.99 | 9.87 | 12.13 | 9.95 | 12.15 |
| Equity: Thematic-MNC | -3.53 | -7.98 | -3.67 | 5.89 | 11.64 | 19.78 | 10.13 | 15.72 | 11.56 | 14.35 |
| Equity: Sectoral-Banking and Financial Services | -3.66 | -4.26 | 1.67 | 7.12 | 9.91 | 19.44 | 11.55 | 12.66 | 12.31 | 15.11 |
| Hybrid: Dynamic Asset Allocation | -1.72 | -3.62 | -0.77 | 5.85 | 11.35 | 19.25 | 10.24 | 12.33 | 9.63 | 11.31 |
| Hybrid: Equity Savings | -0.96 | -1.66 | 0.61 | 5.32 | 9.34 | 13.54 | 8.03 | 9.56 | 8.16 | 8.34 |
| Hybrid: Conservative | -0.68 | -1.19 | 0.91 | 5.12 | 8.8 | 12.26 | 7.97 | 8.84 | 7.76 | 8.7 |
| Fund of Funds-Domestic-Debt | -0.28 | -0.25 | 1.57 | 4.78 | 8.71 | 11.42 | 8.64 | 11.0 | 7.65 | 7.87 |
| Debt: Long Duration | -0.31 | -0.48 | 1.51 | 4.94 | 9.45 | 11.0 | 5.56 | 6.11 | 7.19 | 8.19 |
| Debt: Gilt Fund with 10 year constant duration | -0.14 | -0.09 | 1.54 | 4.68 | 7.88 | 9.56 | 5.42 | 6.27 | 8.05 | 7.57 |
| Debt: Gilt | -0.26 | -0.37 | 1.41 | 4.43 | 7.83 | 9.31 | 5.73 | 6.26 | 7.58 | 7.57 |
| Debt: Dynamic Bond | -0.15 | -0.15 | 1.55 | 4.42 | 7.64 | 8.93 | 5.78 | 6.15 | 7.13 | 6.88 |
| Debt: Medium to Long Duration | -0.06 | 0.01 | 1.55 | 4.34 | 7.31 | 8.69 | 5.51 | 5.97 | 6.5 | 7.14 |
| Debt: Floater | 0.13 | 0.49 | 1.99 | 4.31 | 7.31 | 8.27 | 6.3 | 6.43 | 7.16 | 6.71 |
| Debt: Medium Duration | 0.03 | 0.25 | 1.88 | 4.31 | 7.12 | 8.26 | 6.01 | 5.92 | 6.8 | 6.82 |
| Debt: Corporate Bond | 0.08 | 0.34 | 1.96 | 4.25 | 7.09 | 8.07 | 5.74 | 6.33 | 7.11 | 6.98 |
| Debt: Credit Risk | 0.05 | 0.45 | 1.97 | 4.23 | 7.12 | 8.05 | 8.8 | 6.51 | 6.48 | 6.53 |
| Debt: Banking and PSU | 0.07 | 0.33 | 1.9 | 4.11 | 6.94 | 7.9 | 5.74 | 6.26 | 7.18 | 6.91 |
| Debt: Short Duration | 0.08 | 0.41 | 1.87 | 4.08 | 6.8 | 7.84 | 5.91 | 6.17 | 6.78 | 6.84 |
| Hybrid: Arbitrage | 0.19 | 0.69 | 1.68 | 3.64 | 6.6 | 7.36 | 5.96 | 5.08 | 5.84 | 5.81 |
| Debt: Money Market | 0.13 | 0.57 | 1.81 | 3.6 | 6.49 | 7.36 | 6.12 | 5.61 | 6.58 | 6.48 |
| Debt: Low Duration | 0.13 | 0.54 | 1.85 | 3.7 | 6.51 | 7.35 | 5.9 | 6.0 | 6.57 | 6.96 |
| Debt: Liquid | 0.13 | 0.58 | 1.76 | 3.54 | 6.4 | 7.3 | 6.14 | 5.15 | 6.2 | 6.52 |
| Equity: Sectoral-FMCG | -3.92 | -9.52 | -7.8 | 2.26 | 0.37 | 7.1 | 12.09 | 13.37 | 12.28 | 16.24 |
| Debt: Ultra Short Duration | 0.13 | 0.56 | 1.76 | 3.5 | 6.27 | 7.09 | 5.87 | 5.39 | 6.33 | 6.04 |
| Debt: Overnight | 0.12 | 0.53 | 1.59 | 3.22 | 5.77 | 6.62 | 5.8 | 4.79 | 5.66 | 5.32 |