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 | 2.57 | 1.05 | -7.15 | -7.1 | 29.97 | 47.5 | 35.68 | 27.04 | 14.46 | 19.83 |
| Equity: Sectoral-Pharma and Healthcare | 2.34 | 0.98 | 2.66 | 26.2 | 38.44 | 43.32 | 21.06 | 27.81 | 13.81 | 26.73 |
| Equity: Sectoral-Infrastructure | 3.44 | 1.47 | -2.8 | 1.16 | 32.38 | 42.26 | 28.74 | 28.24 | 15.89 | 13.55 |
| Equity: Thematic-Manufacturing | 2.74 | 1.23 | -2.12 | 4.33 | 29.89 | 37.65 | 24.5 | 26.43 | 16.81 | 15.24 |
| Equity: Sectoral-Technology | 1.65 | 6.43 | 1.31 | 27.98 | 28.64 | 37.07 | 11.96 | 29.06 | 17.59 | 19.05 |
| Equity: Mid Cap | 2.48 | 2.36 | -1.46 | 10.38 | 29.89 | 35.82 | 22.36 | 26.74 | 16.99 | 21.47 |
| Equity: Contra | 1.54 | 1.51 | -2.35 | 9.25 | 26.44 | 35.1 | 22.82 | 25.08 | 15.99 | 16.13 |
| Equity: Thematic-Transportation | 1.8 | 1.13 | -7.72 | 2.33 | 27.56 | 34.18 | 25.92 | 23.14 | 11.9 | 25.17 |
| Equity: Small Cap | 3.28 | 1.83 | 0.23 | 14.88 | 28.84 | 32.83 | 23.35 | 31.91 | 18.48 | 22.76 |
| Equity: Large and Mid Cap | 2.02 | 2.22 | -1.84 | 9.02 | 25.57 | 32.49 | 18.95 | 21.82 | 14.81 | 16.54 |
| Equity: Dividend Yield | 1.46 | 0.69 | -4.18 | 6.93 | 23.28 | 32.36 | 20.77 | 23.85 | 14.07 | 16.99 |
| Equity: Multi Cap | 2.39 | 2.19 | -1.26 | 9.43 | 25.75 | 32.32 | 20.41 | 23.13 | 15.34 | 22.4 |
| Equity: Thematic-Others | 2.8 | 2.35 | -1.69 | 8.98 | 25.25 | 32.06 | 18.63 | 23.61 | 14.42 | 18.99 |
| Equity: Value | 2.02 | 1.19 | -3.05 | 7.26 | 23.83 | 32.0 | 21.38 | 22.7 | 15.07 | 18.01 |
| Fund of Funds-Domestic-Equity | 1.73 | 1.87 | 0.05 | 9.82 | 23.09 | 30.1 | 16.04 | 17.48 | 13.31 | 14.71 |
| Equity: Thematic-Energy | 2.48 | -0.52 | -5.88 | -2.26 | 19.75 | 29.91 | 18.44 | 23.98 | 16.92 | 8.97 |
| Equity: Flexi Cap | 1.94 | 1.91 | -1.7 | 8.54 | 22.74 | 29.89 | 16.85 | 19.62 | 13.93 | 19.58 |
| Equity: ELSS | 1.91 | 1.78 | -1.89 | 8.14 | 22.39 | 29.43 | 17.47 | 19.88 | 13.91 | 16.48 |
| Equity: Focused | 1.66 | 1.76 | -2.01 | 8.78 | 22.42 | 29.1 | 16.14 | 18.67 | 13.58 | 17.81 |
| Equity: Thematic-ESG | 1.14 | 1.68 | -3.05 | 10.61 | 20.62 | 27.72 | 13.44 | 17.34 | 12.47 | 17.3 |
| Equity: Thematic-Consumption | 1.83 | 1.08 | -3.45 | 12.71 | 23.29 | 27.63 | 19.08 | 20.17 | 14.86 | 18.07 |
| Equity: Thematic-Quantitative | 1.92 | 0.37 | -5.28 | 4.12 | 19.27 | 27.28 | 18.17 | 18.96 | 13.24 | 16.15 |
| Equity: Large Cap | 1.42 | 1.7 | -2.67 | 6.1 | 18.54 | 26.45 | 14.74 | 16.78 | 12.18 | 15.23 |
| ETFs | 1.49 | 0.94 | -0.36 | 6.92 | 19.5 | 25.72 | 15.25 | 16.69 | 11.77 | 15.42 |
| Hybrid: Aggressive | 1.55 | 1.43 | -1.2 | 7.23 | 19.23 | 24.72 | 14.56 | 16.81 | 11.81 | 13.77 |
| Childrens Fund | 1.86 | 1.68 | -1.1 | 9.66 | 19.15 | 24.28 | 13.53 | 15.37 | 11.76 | 15.51 |
| Fund of Funds-Overseas | 0.93 | 2.68 | 3.94 | 8.91 | 15.98 | 21.18 | 6.36 | 9.44 | 7.05 | 9.68 |
| Equity: Sectoral-Banking and Financial Services | 1.27 | 0.99 | 0.21 | 6.18 | 14.74 | 21.08 | 15.74 | 13.22 | 12.23 | 16.8 |
| Index Fund | 1.49 | 1.41 | -1.18 | 5.76 | 15.63 | 20.72 | 14.99 | 17.41 | 11.72 | 12.87 |
| Hybrid: Multi Asset Allocation | 1.01 | 0.22 | -0.5 | 5.45 | 16.24 | 20.68 | 14.47 | 17.82 | 12.21 | 14.09 |
| Hybrid: Balanced | 1.08 | 1.44 | 0.53 | 7.01 | 16.77 | 20.48 | - | - | - | 21.45 |
| Equity: Thematic-International | 1.82 | 3.88 | 2.69 | 10.84 | 15.15 | 20.3 | 6.6 | 9.97 | 8.86 | 10.31 |
| Retirement Fund | 1.32 | 1.4 | -0.11 | 6.47 | 15.79 | 20.2 | 11.84 | 12.6 | 9.98 | 12.98 |
| Equity: Thematic-MNC | 1.52 | 0.63 | -3.57 | 6.64 | 15.53 | 20.05 | 12.68 | 16.31 | 11.47 | 15.65 |
| Fund of Funds-Domestic-Hybrid | 0.84 | 0.75 | -0.03 | 7.3 | 15.45 | 19.9 | 13.28 | 13.79 | 11.04 | 12.99 |
| Fund of Funds-Domestic-Gold | 0.98 | -4.1 | 6.08 | 5.47 | 19.17 | 19.83 | 15.74 | 13.57 | 9.7 | 9.52 |
| Hybrid: Dynamic Asset Allocation | 1.04 | 1.21 | -1.01 | 5.07 | 14.25 | 19.04 | 11.85 | 12.83 | 9.71 | 12.13 |
| Fund of Funds-Domestic-Gold and Silver | 0.14 | -5.82 | 6.35 | 1.46 | 19.04 | 17.38 | - | - | - | 20.69 |
| Fund of Funds-Domestic-Silver | 1.49 | -7.15 | 8.3 | -1.57 | 20.47 | 15.74 | - | - | - | 13.7 |
| Hybrid: Equity Savings | 0.69 | 1.03 | 0.72 | 5.26 | 11.19 | 13.64 | 9.21 | 9.84 | 8.18 | 8.48 |
| Hybrid: Conservative | 0.61 | 0.82 | 1.02 | 4.86 | 10.28 | 12.45 | 8.76 | 9.04 | 7.74 | 8.75 |
| Debt: Long Duration | 0.68 | 0.55 | 1.82 | 4.46 | 10.32 | 12.01 | 5.67 | 6.12 | 7.01 | 8.47 |
| Fund of Funds-Domestic-Debt | 0.38 | 0.61 | 1.62 | 4.36 | 9.62 | 11.45 | 9.18 | 11.32 | 7.57 | 7.94 |
| Debt: Gilt Fund with 10 year constant duration | 0.82 | 1.1 | 2.31 | 4.66 | 9.02 | 10.41 | 5.65 | 6.35 | 7.99 | 7.67 |
| Debt: Gilt | 0.71 | 0.7 | 1.87 | 4.21 | 8.76 | 10.03 | 5.96 | 6.32 | 7.4 | 7.61 |
| Debt: Dynamic Bond | 0.59 | 0.69 | 1.94 | 4.19 | 8.45 | 9.54 | 5.96 | 6.23 | 7.01 | 6.92 |
| Debt: Medium to Long Duration | 0.58 | 0.8 | 1.97 | 4.15 | 8.13 | 9.28 | 5.7 | 5.98 | 6.36 | 7.2 |
| Debt: Medium Duration | 0.43 | 0.77 | 2.17 | 4.3 | 7.81 | 8.67 | 6.16 | 6.05 | 6.74 | 6.85 |
| Debt: Corporate Bond | 0.36 | 0.74 | 2.09 | 4.22 | 7.67 | 8.39 | 5.86 | 6.32 | 7.06 | 7.01 |
| Debt: Floater | 0.24 | 0.68 | 1.98 | 4.19 | 7.75 | 8.35 | 6.42 | 6.4 | 7.13 | 6.74 |
| Debt: Credit Risk | 0.27 | 0.64 | 2.09 | 4.17 | 7.63 | 8.26 | 9.05 | 6.56 | 6.44 | 6.54 |
| Debt: Banking and PSU | 0.32 | 0.68 | 1.97 | 4.05 | 7.46 | 8.17 | 5.84 | 6.23 | 7.17 | 6.94 |
| Debt: Short Duration | 0.34 | 0.79 | 2.05 | 4.08 | 7.37 | 8.14 | 6.04 | 6.17 | 6.76 | 6.86 |
| Hybrid: Arbitrage | 0.13 | 0.68 | 1.67 | 3.55 | 6.92 | 7.42 | 6.0 | 5.1 | 5.83 | 5.45 |
| Debt: Low Duration | 0.15 | 0.6 | 1.83 | 3.65 | 6.87 | 7.4 | 5.98 | 5.99 | 6.56 | 6.96 |
| Debt: Money Market | 0.13 | 0.61 | 1.77 | 3.56 | 6.85 | 7.36 | 6.2 | 5.6 | 6.56 | 6.48 |
| Debt: Liquid | 0.13 | 0.56 | 1.72 | 3.49 | 6.71 | 7.29 | 6.19 | 5.16 | 6.19 | 6.38 |
| Debt: Ultra Short Duration | 0.13 | 0.59 | 1.72 | 3.45 | 6.62 | 7.11 | 5.94 | 5.38 | 6.31 | 6.05 |
| Equity: Sectoral-FMCG | 0.49 | -2.6 | -8.81 | 6.15 | 3.17 | 6.91 | 14.63 | 14.3 | 12.34 | 16.34 |
| Debt: Overnight | 0.12 | 0.52 | 1.57 | 3.2 | 6.06 | 6.61 | 5.85 | 4.8 | 5.66 | 5.33 |