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-Gold 3.52 -3.37 10.68 22.06 24.49 26.97 21.64 13.59 11.87 14.51
Equity: Sectoral-Pharma and Healthcare 0.35 0.84 6.24 -2.02 -6.39 17.26 22.35 21.95 12.19 16.96
Fund of Funds-Domestic-Gold and Silver 2.36 -1.09 6.27 15.91 19.46 16.77 - - - 24.28
Equity: Sectoral-Banking and Financial Services -0.48 -0.45 12.62 7.33 6.81 15.63 20.86 26.78 12.5 15.38
Equity: Sectoral-Technology -0.62 7.86 0.31 -5.1 -9.4 12.58 16.04 28.15 16.59 9.88
Debt: Gilt Fund with 10 year constant duration 0.23 0.9 4.94 7.33 6.05 11.75 9.11 5.87 8.18 8.01
Debt: Credit Risk 0.3 1.67 4.95 7.09 6.33 11.49 8.43 9.5 6.58 6.8
Fund of Funds-Overseas 0.68 11.54 -0.56 5.94 5.39 11.41 14.48 12.01 7.07 9.12
Fund of Funds-Domestic-Hybrid 0.34 1.9 6.86 5.28 4.01 10.89 16.02 18.0 11.22 12.88
Debt: Long Duration 0.01 0.22 4.87 6.24 5.2 10.6 8.71 5.59 7.14 8.8
Debt: Gilt 0.04 0.3 4.79 6.33 5.29 10.37 8.25 5.87 7.5 7.41
Debt: Dynamic Bond 0.23 0.64 4.49 6.14 5.18 10.27 8.04 6.29 7.12 7.13
Fund of Funds-Domestic-Equity -0.46 3.79 5.99 1.36 -0.05 10.2 18.71 23.82 14.43 9.52
Debt: Medium to Long Duration 0.31 0.75 4.27 6.05 5.14 10.12 7.92 6.02 6.54 7.74
Debt: Medium Duration 0.39 0.96 3.69 5.76 4.91 10.09 8.17 7.17 6.84 7.18
Debt: Corporate Bond 0.46 1.1 3.81 5.59 4.81 9.86 7.67 6.42 7.24 7.24
Equity: Thematic-International 0.18 9.75 0.13 4.07 3.36 9.64 11.53 10.68 8.03 9.89
Hybrid: Balanced -0.18 1.36 5.8 2.71 1.44 9.57 - - - 15.14
Debt: Banking and PSU 0.49 1.04 3.69 5.43 4.66 9.53 7.5 6.25 7.31 7.2
Debt: Short Duration 0.41 0.99 3.48 5.28 4.5 9.38 7.46 6.38 6.88 7.05
Debt: Floater 0.31 0.85 3.27 5.01 4.29 9.36 7.74 6.54 7.2 7.01
Fund of Funds-Domestic-Debt 0.44 1.26 4.77 4.73 4.56 9.26 11.64 17.02 7.85 7.84
Childrens Fund -0.39 1.92 7.27 1.17 -0.63 9.18 15.75 19.1 11.31 12.66
Hybrid: Conservative 0.1 1.05 4.64 4.13 3.46 8.99 9.93 10.77 7.78 8.79
Fund of Funds-Income Plus Arbitrage 0.34 0.82 2.5 3.95 3.14 8.93 9.68 9.76 7.86 7.22
ETFs -0.06 2.47 7.35 3.51 3.51 8.92 18.04 21.73 12.29 12.59
Hybrid: Aggressive -0.52 1.81 7.59 1.86 0.69 8.46 16.43 21.04 11.44 13.11
Hybrid: Multi Asset Allocation 0.36 1.34 6.5 3.79 3.86 8.29 15.96 21.14 12.19 12.48
Retirement Fund -0.35 1.89 6.81 2.28 1.4 8.25 14.28 15.6 9.78 11.91
Equity: Thematic-ESG -0.48 2.34 7.47 -0.04 -0.05 8.14 16.93 20.89 12.15 14.81
Hybrid: Equity Savings -0.16 0.96 4.14 3.05 2.09 8.04 10.47 12.24 7.97 8.08
Equity: Large and Mid Cap -0.31 2.51 9.48 0.35 -1.74 7.99 21.01 27.01 14.12 14.44
Debt: Low Duration 0.23 0.76 2.5 4.18 3.48 7.98 6.96 6.14 6.61 6.63
Equity: Focused -0.71 2.2 8.19 0.23 -0.63 7.83 18.44 23.77 13.0 15.38
Equity: Contra -0.19 2.2 8.32 0.22 -0.96 7.77 23.5 30.49 15.47 15.52
Debt: Money Market 0.18 0.6 2.29 4.02 3.29 7.75 7.05 5.68 6.56 6.44
Debt: Ultra Short Duration 0.18 0.59 2.1 3.72 3.01 7.33 6.7 5.53 6.33 6.23
Equity: Mid Cap 0.05 3.72 10.45 -0.81 -4.11 7.31 23.77 30.89 15.67 18.43
Equity: Large Cap -1.11 1.56 8.0 1.29 1.27 7.23 17.28 22.49 11.86 13.65
Debt: Liquid 0.14 0.51 1.76 3.52 2.77 7.17 6.79 5.35 6.13 6.49
Equity: Thematic-Consumption -1.32 -0.01 7.08 -1.71 -3.25 7.1 19.27 23.95 14.25 11.5
Hybrid: Arbitrage 0.07 0.35 1.55 3.18 2.58 6.85 6.52 5.22 5.71 5.48
Hybrid: Dynamic Asset Allocation -0.39 1.38 5.76 1.76 1.11 6.8 13.05 15.09 9.53 10.33
Index Fund -0.24 2.17 6.75 1.79 0.94 6.78 16.04 23.52 11.72 8.79
Equity: Multi Cap -0.23 2.58 9.2 -0.49 -2.9 6.72 21.77 28.43 14.56 14.99
Equity: ELSS -0.5 2.16 8.69 -0.14 -1.48 6.69 19.33 25.17 13.37 14.84
Equity: Flexi Cap -0.52 2.09 8.41 -0.46 -2.21 6.6 18.67 24.36 13.36 15.77
Debt: Overnight 0.11 0.47 1.46 3.09 2.38 6.42 6.3 5.02 5.55 5.31
Equity: Small Cap 0.88 3.27 10.21 -3.41 -7.12 5.92 22.64 35.96 16.84 17.42
Equity: Thematic-Others 0.33 3.87 11.0 1.95 -1.27 5.82 20.3 28.11 13.35 11.63
Equity: Value -0.33 2.46 7.92 -0.53 -1.43 5.49 21.99 28.51 14.51 15.47
Equity: Dividend Yield -0.1 2.33 7.43 -0.2 -0.33 5.27 21.27 27.92 14.03 14.5
Equity: Sectoral-FMCG 0.7 1.25 7.03 2.27 0.65 3.39 12.44 17.12 11.79 15.94
Fund of Funds-Domestic-Silver 3.21 2.11 0.3 6.57 12.49 3.35 14.53 - - 12.94
Equity: Thematic-Quantitative -0.61 1.68 8.03 -0.94 -1.78 2.85 20.22 22.41 13.13 9.38
Equity: Thematic-Transportation -0.51 6.05 9.25 -0.6 0.52 1.19 24.65 30.78 11.27 14.35
Equity: Thematic-Manufacturing 0.43 5.42 12.0 -0.5 -2.44 1.15 23.39 29.54 13.95 9.13
Equity: Thematic-MNC 0.81 4.61 7.43 -2.2 -3.66 1.09 14.34 18.66 9.54 12.21
Equity: Thematic-Multi-Sector -0.82 -3.97 0.25 - -22.71 - - - - -22.2
Equity: Sectoral-Infrastructure 0.6 4.27 12.84 -0.8 -2.63 -1.0 27.81 35.0 15.06 12.09
Equity: Thematic-Energy 0.35 3.49 11.78 3.58 3.86 -1.94 17.1 29.28 17.07 7.61
Equity: Thematic-PSU 0.56 1.65 13.0 1.17 2.98 -5.84 33.62 33.72 14.91 15.35