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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 (%)
Fund of Funds-Domestic-Silver 1.94 -5.45 0.75 27.22 9.09 124.42 47.71 - - 44.04
Fund of Funds-Domestic-Gold and Silver 0.69 -4.63 -1.54 20.8 11.48 78.25 40.39 - - 41.63
Fund of Funds-Domestic-Gold -0.92 -4.01 -2.5 13.09 11.85 48.55 34.3 23.79 15.77 20.07
Fund of Funds-Overseas 1.8 1.34 17.0 19.97 19.76 44.91 24.88 13.04 12.91 14.41
Equity: Thematic-International 1.14 2.37 13.3 13.9 13.91 30.78 17.17 10.04 12.99 11.2
Equity: Thematic-Transportation 3.34 4.14 10.16 -0.65 -2.12 13.86 19.77 17.65 12.33 15.6
ETFs 1.85 1.01 5.57 0.54 -1.62 11.33 15.34 10.24 9.79 11.84
Equity: Thematic-Energy 1.26 0.22 8.54 9.38 6.55 11.08 19.61 14.57 17.2 10.79
Hybrid: Multi Asset Allocation 1.54 0.5 3.57 2.39 1.13 10.85 16.12 13.87 12.95 11.8
Equity: Thematic-Manufacturing 1.75 2.22 13.72 8.2 6.63 10.35 21.31 18.13 16.16 10.66
Equity: Thematic-Active-Momentum 1.28 4.0 14.47 7.19 4.75 9.56 - - - 10.76
Equity: Sectoral-Pharma and Healthcare -0.06 0.39 11.6 8.13 8.12 8.31 22.09 13.46 13.82 14.63
Debt: Credit Risk 0.17 1.1 2.65 4.44 4.16 7.7 8.85 9.26 6.42 6.86
Equity: Thematic-Special-Opportunities 1.64 3.72 15.91 5.4 3.51 7.47 19.93 14.78 - 7.99
Fund of Funds-Domestic-Hybrid 1.86 1.1 4.44 1.04 0.51 6.79 13.36 11.45 11.12 10.33
Debt: Liquid 0.16 0.6 1.77 3.19 2.93 6.11 6.78 5.98 5.94 6.33
Equity: Sectoral-Infrastructure 2.32 2.09 13.03 7.16 5.97 5.96 20.15 19.93 16.32 12.59
Debt: Money Market 0.18 0.67 1.65 2.88 2.6 5.89 6.95 6.14 6.35 6.26
Debt: FMP 0.14 0.56 1.62 2.95 2.7 5.84 6.63 6.02 6.1 7.23
Debt: Ultra Short Duration 0.16 0.67 1.67 2.9 2.63 5.79 6.68 5.9 6.07 6.36
Hybrid: Arbitrage 0.25 0.42 1.35 2.9 2.62 5.77 6.69 5.77 5.58 5.39
Debt: Low Duration 0.16 0.77 1.6 2.75 2.48 5.7 6.86 6.06 6.34 6.66
Debt: Floater 0.2 1.0 1.54 2.86 2.61 5.67 7.41 6.36 6.94 6.83
Equity: Small Cap 2.35 3.91 18.38 7.61 6.55 5.53 17.13 16.99 17.02 15.69
Equity: Thematic-MNC 2.3 2.02 10.14 1.86 1.48 5.48 9.09 9.06 9.76 12.89
Debt: Medium Duration 0.25 1.32 1.54 2.66 2.42 5.34 7.14 6.69 6.51 7.02
Equity: Thematic-PSU 0.22 -0.89 5.15 6.05 2.37 5.32 25.38 22.3 15.91 13.61
Debt: Overnight 0.1 0.44 1.28 2.52 2.3 5.23 6.09 5.51 5.36 5.16
Equity: Mid Cap 2.09 2.44 12.6 3.58 2.49 5.2 18.73 16.32 16.25 16.08
Fund of Funds-Income Plus Arbitrage 0.25 0.87 1.5 2.63 2.33 5.18 8.6 7.37 7.93 5.61
Debt: Short Duration 0.23 1.15 1.5 2.38 2.14 4.86 6.82 6.08 6.51 6.88
Debt: Corporate Bond 0.24 1.23 1.52 2.33 2.07 4.75 6.95 5.92 6.9 6.95
Debt: Banking and PSU 0.24 1.18 1.51 2.31 2.05 4.67 6.79 5.89 6.89 7.0
Fund of Funds-Domestic-Debt 0.7 1.62 1.72 2.19 1.93 4.36 7.21 6.35 7.11 6.78
Equity: Thematic-Innovation 2.36 3.67 14.35 0.89 0.55 4.17 17.98 12.96 - 11.04
Equity: Sectoral-Banking and Financial Services 4.34 3.75 6.58 -0.45 -1.98 3.72 13.15 12.01 13.06 10.82
Hybrid: Equity Savings 0.98 0.88 2.61 0.65 0.24 3.6 8.55 7.65 7.88 7.6
Debt: Dynamic Bond 0.25 1.29 1.24 1.95 1.69 2.91 6.22 5.66 6.52 6.73
Debt: Gilt Fund with 10 year constant duration 0.43 1.83 0.67 1.83 1.62 2.75 6.72 5.52 7.48 7.31
Equity: Multi Cap 2.4 2.77 11.26 1.38 0.48 2.73 16.17 14.23 14.98 12.76
Hybrid: Balanced 1.63 2.29 5.34 0.14 -0.19 2.69 - - - 10.18
Debt: Medium to Long Duration 0.32 1.43 1.18 1.81 1.59 2.69 5.95 5.42 6.04 7.43
Equity: Thematic-Others 2.22 1.69 8.61 -0.01 -1.37 2.67 16.68 13.49 13.93 7.72
Hybrid: Conservative 0.72 1.24 1.91 0.76 0.47 2.6 7.64 7.5 7.41 8.41
Equity: Value 2.59 1.99 7.37 -0.61 -1.86 2.08 15.36 13.76 14.01 14.39
Index Fund 1.87 1.86 6.23 0.04 -0.83 1.87 11.19 11.18 12.0 6.96
Equity: Large and Mid Cap 2.5 2.25 8.74 -0.25 -1.34 1.83 15.42 13.75 14.3 12.45
Equity: Thematic-Business-Cycle 2.59 2.64 10.1 0.09 -0.73 1.6 14.67 15.89 13.49 9.33
Retirement Fund 1.83 1.86 5.05 -0.32 -0.99 1.33 10.4 9.2 10.22 10.21
Childrens Fund 2.28 2.28 6.76 -1.16 -1.67 1.22 10.8 10.47 10.28 11.65
Debt: Gilt 0.27 1.44 1.06 1.44 1.09 1.17 5.55 5.06 6.7 6.75
Equity: Dividend Yield 2.24 1.21 5.52 -1.29 -2.39 1.1 15.33 14.36 14.4 11.57
Hybrid: Dynamic Asset Allocation 1.77 1.45 3.9 -1.34 -1.93 0.95 9.78 8.55 9.66 8.58
Equity: Focused 2.78 2.57 8.27 -1.22 -2.14 0.89 12.95 11.88 13.35 13.44
Fund of Funds-Domestic-Equity 2.04 1.4 9.27 0.09 -0.78 0.81 14.14 13.37 14.15 8.32
Debt: Long Duration 0.31 1.5 1.09 1.14 0.73 0.78 5.53 4.97 6.53 5.83
Hybrid: Aggressive 2.13 1.72 5.46 -1.52 -2.23 0.77 11.74 10.68 11.52 12.25
Equity: Thematic-Quantitative 1.97 1.38 6.05 -1.78 -3.29 0.69 13.52 12.95 14.15 8.43
Equity: Flexi Cap 2.54 2.4 8.16 -1.69 -2.28 0.56 13.13 11.83 13.67 11.82
Equity: Thematic-Multi-Sector 2.37 2.85 9.73 -0.21 -2.74 0.1 - - - -14.55
SIF - Equity Long Short 2.06 2.27 7.93 0.18 0.11 - - - - 1.33
SIF - Hybrid Long Short 1.24 1.45 4.53 4.04 2.48 - - - - 2.54
Equity: Contra 2.43 2.26 5.34 -4.1 -5.31 -0.62 15.58 14.93 15.55 14.7
Equity: ELSS 2.73 2.14 7.27 -2.27 -3.08 -0.93 13.03 11.98 13.82 13.56
Equity: Large Cap 2.99 2.1 4.48 -4.58 -5.39 -1.7 11.13 10.21 11.98 11.66
Equity: Thematic-ESG 2.67 2.68 7.27 -3.87 -4.17 -2.34 11.36 9.9 11.9 10.85
Equity: Thematic-Consumption 2.72 1.52 8.86 -4.56 -5.35 -2.55 10.06 11.89 13.54 6.72
Equity: Sectoral-FMCG 1.93 -3.43 1.25 -11.27 -11.96 -12.12 -1.36 7.16 9.57 14.66
Equity: Sectoral-Technology 0.92 2.84 8.57 -15.51 -14.89 -13.6 7.6 6.77 14.51 5.46