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 | 3.77 | 1.57 | 6.15 | 15.28 | 12.08 | 31.35 | 9.68 | - | - | 16.37 |
| Fund of Funds-Domestic-Gold and Silver | 2.16 | 1.15 | 10.0 | 17.41 | 12.46 | 30.77 | - | - | - | 23.48 |
| Fund of Funds-Domestic-Gold | 1.52 | 0.97 | 12.63 | 18.99 | 12.68 | 30.06 | 15.82 | 12.8 | 10.95 | 11.53 |
| Fund of Funds-Overseas | -0.59 | -3.16 | 0.42 | 8.75 | 2.65 | 13.38 | 10.5 | 10.59 | 7.37 | 9.34 |
| Equity: Sectoral-Pharma and Healthcare | 3.43 | -7.74 | -10.76 | -9.44 | -12.1 | 13.14 | 20.36 | 23.27 | 11.7 | 15.36 |
| Equity: Thematic-International | 0.53 | -0.34 | 0.43 | 6.16 | 3.31 | 11.61 | 9.57 | 10.73 | 8.73 | 10.11 |
| Fund of Funds-Domestic-Equity | 2.06 | -4.91 | -9.52 | -5.98 | -6.57 | 9.43 | 16.07 | 18.04 | 12.13 | 7.92 |
| Debt: Gilt Fund with 10 year constant duration | 0.34 | 0.52 | 1.75 | 3.8 | 1.42 | 8.31 | 6.87 | 5.77 | 7.78 | 7.62 |
| Debt: Credit Risk | 0.75 | 1.68 | 2.83 | 4.88 | 1.63 | 8.03 | 9.62 | 7.27 | 6.61 | 6.62 |
| Debt: Floater | 0.14 | 0.43 | 1.54 | 3.54 | 1.21 | 7.9 | 6.82 | 6.32 | 7.08 | 6.73 |
| Debt: Medium Duration | 0.19 | 0.61 | 1.73 | 3.82 | 1.38 | 7.85 | 6.57 | 6.47 | 6.64 | 6.86 |
| Debt: Corporate Bond | 0.15 | 0.32 | 1.43 | 3.49 | 1.14 | 7.56 | 6.2 | 6.09 | 6.96 | 6.97 |
| Hybrid: Balanced | 1.23 | -2.37 | -5.9 | -4.31 | -4.44 | 7.46 | - | - | - | 12.66 |
| Debt: Short Duration | 0.13 | 0.39 | 1.53 | 3.55 | 1.21 | 7.44 | 6.33 | 6.02 | 6.68 | 6.86 |
| Debt: Banking and PSU | 0.14 | 0.26 | 1.37 | 3.34 | 1.08 | 7.28 | 6.17 | 5.99 | 7.07 | 6.89 |
| Debt: Money Market | 0.09 | 0.46 | 1.63 | 3.46 | 1.2 | 7.2 | 6.49 | 5.63 | 6.52 | 6.26 |
| Debt: Low Duration | 0.09 | 0.43 | 1.55 | 3.43 | 1.17 | 7.19 | 6.29 | 5.97 | 6.54 | 6.68 |
| Debt: Liquid | 0.12 | 0.51 | 1.69 | 3.45 | 1.28 | 7.18 | 6.52 | 5.26 | 6.16 | 6.44 |
| Debt: Medium to Long Duration | 0.28 | 0.31 | 1.31 | 3.05 | 1.07 | 7.16 | 6.36 | 5.68 | 6.1 | 7.31 |
| Fund of Funds-Domestic-Debt | 0.27 | -0.04 | 0.18 | 2.12 | 0.46 | 7.08 | 8.63 | 10.05 | 7.37 | 7.64 |
| Debt: Long Duration | 0.57 | 0.09 | 0.81 | 2.42 | 0.62 | 7.06 | 6.46 | 5.22 | 6.71 | 6.94 |
| Debt: Dynamic Bond | 0.36 | 0.22 | 1.12 | 2.88 | 0.91 | 7.05 | 6.4 | 5.79 | 6.72 | 6.88 |
| Debt: Ultra Short Duration | 0.1 | 0.46 | 1.59 | 3.37 | 1.17 | 7.0 | 6.24 | 5.42 | 6.26 | 5.93 |
| Debt: Gilt | 0.53 | 0.18 | 0.99 | 2.64 | 0.79 | 7.0 | 6.47 | 5.67 | 7.0 | 7.29 |
| Hybrid: Arbitrage | 0.15 | 0.45 | 1.66 | 3.19 | 1.22 | 6.95 | 6.26 | 5.15 | 5.77 | 5.45 |
| Fund of Funds-Domestic-Hybrid | 1.25 | -2.67 | -4.72 | -3.34 | -3.11 | 6.84 | 12.98 | 13.07 | 9.95 | 11.97 |
| ETFs | 2.19 | -3.97 | -7.12 | -5.22 | -4.13 | 6.82 | 14.95 | 16.32 | 11.24 | 10.02 |
| Debt: Overnight | 0.11 | 0.47 | 1.56 | 3.16 | 1.28 | 6.53 | 6.13 | 4.9 | 5.61 | 5.38 |
| Hybrid: Conservative | 0.77 | -0.96 | -1.72 | -0.32 | -1.11 | 6.17 | 8.94 | 8.95 | 7.25 | 8.61 |
| Hybrid: Multi Asset Allocation | 1.69 | -2.84 | -5.39 | -4.61 | -3.02 | 5.94 | 13.55 | 17.24 | 11.35 | 9.1 |
| Hybrid: Equity Savings | 0.93 | -1.58 | -2.74 | -1.48 | -2.12 | 5.72 | 9.29 | 9.73 | 7.53 | 7.95 |
| Childrens Fund | 2.36 | -5.4 | -10.3 | -9.76 | -8.26 | 5.44 | 12.87 | 13.74 | 10.12 | 11.06 |
| Equity: Sectoral-Technology | 1.43 | -10.34 | -15.94 | -11.06 | -14.1 | 5.28 | 10.03 | 24.65 | 15.28 | 6.95 |
| Equity: Mid Cap | 3.34 | -7.19 | -15.9 | -15.45 | -14.18 | 5.25 | 20.2 | 22.51 | 14.08 | 17.64 |
| Retirement Fund | 1.7 | -3.4 | -7.28 | -6.22 | -5.45 | 4.51 | 11.59 | 11.36 | 8.47 | 10.23 |
| Equity: Thematic-Consumption | 2.37 | -7.21 | -13.23 | -15.54 | -11.02 | 4.47 | 18.31 | 17.36 | 12.75 | 8.29 |
| Equity: Contra | 2.61 | -5.65 | -12.62 | -12.77 | -9.45 | 4.13 | 21.32 | 23.41 | 13.76 | 15.16 |
| Equity: Large and Mid Cap | 3.06 | -6.03 | -13.88 | -13.11 | -11.11 | 4.0 | 17.75 | 19.36 | 12.55 | 12.33 |
| Equity: Sectoral-Banking and Financial Services | 1.03 | -3.63 | -9.76 | -6.76 | -5.66 | 3.93 | 17.29 | 13.43 | 10.86 | 11.47 |
| Hybrid: Aggressive | 2.1 | -4.46 | -9.43 | -8.86 | -7.13 | 3.85 | 13.87 | 15.61 | 10.22 | 12.59 |
| Equity: Small Cap | 4.81 | -8.15 | -18.36 | -17.25 | -16.12 | 3.83 | 19.2 | 26.33 | 15.34 | 15.19 |
| Equity: Multi Cap | 3.37 | -6.29 | -14.11 | -13.58 | -11.78 | 3.16 | 18.89 | 20.9 | 13.01 | 11.73 |
| Index Fund | 1.86 | -4.11 | -8.4 | -7.08 | -6.21 | 3.15 | 13.63 | 16.79 | 10.18 | 5.14 |
| Equity: Focused | 2.42 | -5.78 | -12.69 | -12.54 | -9.35 | 3.02 | 15.62 | 17.01 | 11.56 | 14.08 |
| Hybrid: Dynamic Asset Allocation | 1.52 | -3.16 | -6.72 | -6.44 | -4.97 | 2.96 | 11.12 | 11.53 | 8.63 | 9.25 |
| Equity: Thematic-Others | 3.72 | -6.29 | -14.6 | -14.29 | -11.66 | 2.55 | 17.17 | 21.57 | 11.97 | 4.69 |
| Equity: Thematic-ESG | 2.24 | -6.18 | -12.28 | -13.04 | -8.63 | 2.38 | 13.27 | 15.49 | 10.64 | 12.57 |
| Equity: ELSS | 2.84 | -5.7 | -13.17 | -12.75 | -10.19 | 2.12 | 16.32 | 17.95 | 11.73 | 13.66 |
| Equity: Flexi Cap | 2.64 | -6.26 | -13.64 | -13.08 | -10.9 | 2.06 | 15.3 | 17.54 | 11.9 | 14.1 |
| Equity: Thematic-Manufacturing | 5.81 | -6.03 | -14.76 | -15.25 | -12.25 | 1.37 | 20.26 | 23.66 | 12.5 | 2.41 |
| Equity: Dividend Yield | 2.95 | -5.18 | -12.08 | -13.66 | -8.3 | 1.35 | 17.97 | 22.34 | 12.65 | 12.93 |
| Equity: Large Cap | 2.32 | -4.96 | -10.91 | -11.09 | -7.31 | 1.34 | 14.47 | 15.84 | 10.3 | 13.07 |
| Equity: Value | 2.81 | -5.8 | -13.03 | -13.76 | -9.73 | 1.16 | 19.24 | 21.33 | 12.93 | 14.15 |
| Equity: Thematic-MNC | 2.94 | -6.29 | -13.27 | -15.02 | -10.94 | 1.0 | 11.76 | 13.8 | 8.45 | 10.06 |
| Equity: Thematic-Transportation | 2.79 | -8.29 | -13.47 | -18.33 | -9.4 | 0.66 | 25.86 | 23.19 | 10.09 | 9.32 |
| Equity: Thematic-Multi-Sector | 1.02 | -12.58 | - | - | -24.89 | - | - | - | - | -24.39 |
| Equity: Sectoral-Infrastructure | 5.36 | -5.58 | -17.22 | -17.69 | -13.58 | -0.28 | 24.93 | 25.63 | 13.03 | 12.15 |
| Equity: Thematic-Quantitative | 2.82 | -6.14 | -12.91 | -15.89 | -9.87 | -1.18 | 16.79 | 14.04 | 11.34 | 5.49 |
| Equity: Sectoral-FMCG | 1.6 | -4.84 | -8.77 | -16.76 | -6.72 | -1.29 | 13.19 | 13.47 | 10.52 | 15.74 |
| Equity: Thematic-Energy | 5.7 | -2.31 | -11.34 | -13.9 | -6.28 | -2.82 | 13.59 | 24.3 | 16.08 | 2.2 |
| Equity: Thematic-PSU | 5.68 | -3.81 | -15.76 | -18.6 | -9.04 | -8.07 | 28.57 | 25.25 | 12.66 | 12.32 |