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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 (%) Since Launch Ret (%)
Fund of Funds-Domestic-Silver 7.52 18.8 27.56 38.54 57.9 48.77 33.19 - - 32.07
Fund of Funds-Domestic-Gold and Silver 5.08 14.84 20.45 32.15 51.0 47.7 31.5 - - 24.11
Fund of Funds-Domestic-Gold 3.14 12.2 15.75 27.91 46.34 46.77 29.79 16.29 14.09 18.7
Fund of Funds-Overseas -0.01 4.7 12.47 21.63 23.02 23.66 23.95 13.5 10.93 12.04
Equity: Thematic-International -0.69 1.97 7.97 13.85 15.45 13.28 18.46 11.28 11.38 10.5
Debt: Credit Risk 0.15 0.8 1.55 5.13 8.52 10.3 8.68 9.14 6.49 6.77
Debt: Medium Duration 0.15 0.89 1.28 4.07 6.35 7.98 7.71 6.84 6.72 7.1
Debt: Corporate Bond 0.17 0.72 1.11 4.15 6.12 7.78 7.59 6.04 7.1 7.1
Debt: Floater 0.15 0.64 1.23 3.99 5.96 7.76 7.73 6.3 7.11 6.89
Debt: Short Duration 0.14 0.65 1.18 4.05 6.02 7.75 7.45 6.09 6.76 6.99
Debt: Low Duration 0.12 0.48 1.42 3.85 5.61 7.52 7.15 5.87 6.53 6.57
Debt: Banking and PSU 0.18 0.67 1.08 3.93 5.86 7.5 7.37 5.95 7.14 7.02
Debt: Money Market 0.1 0.44 1.45 3.74 5.54 7.49 7.22 5.8 6.5 6.51
Debt: Ultra Short Duration 0.1 0.45 1.41 3.5 5.15 7.05 6.88 5.61 6.25 6.35
Debt: Gilt Fund with 10 year constant duration -0.05 1.26 0.1 3.08 5.77 6.85 8.27 5.63 7.88 7.62
Debt: Liquid 0.09 0.46 1.42 3.08 4.86 6.75 6.92 5.54 6.06 6.41
Hybrid: Arbitrage 0.17 0.37 1.31 3.02 4.56 6.44 6.77 5.41 5.68 5.6
Debt: Overnight 0.1 0.45 1.34 2.76 4.3 6.02 6.36 5.19 5.48 5.23
Fund of Funds-Domestic-Debt -0.08 1.05 0.77 4.45 5.63 5.84 10.96 13.83 7.35 8.22
Debt: Medium to Long Duration 0.12 1.03 0.21 2.5 4.71 5.64 7.15 5.54 6.27 7.64
Debt: Dynamic Bond 0.11 1.09 0.32 2.38 4.6 5.28 7.21 5.8 6.79 6.89
Fund of Funds-Income Plus Arbitrage 0.17 0.62 1.18 3.56 4.66 4.82 9.62 8.44 8.05 4.44
Hybrid: Multi Asset Allocation -0.98 2.19 1.86 9.65 8.88 4.5 17.5 18.46 12.8 12.49
Debt: Gilt 0.02 1.63 -0.19 1.06 3.43 3.83 7.0 5.34 7.06 6.94
Hybrid: Conservative -0.53 0.65 0.03 3.81 4.12 3.44 9.18 9.46 7.7 8.64
Fund of Funds-Domestic-Hybrid -1.36 0.97 0.49 7.81 6.8 3.34 15.51 15.88 11.47 11.15
ETFs -1.8 2.18 1.18 10.62 9.42 3.33 18.58 19.59 13.67 12.67
Hybrid: Equity Savings -0.81 0.32 0.49 4.9 3.92 3.16 10.14 10.6 8.01 7.54
Debt: Long Duration 0.03 1.76 -0.21 0.55 2.84 2.99 7.55 5.09 6.79 6.64
Hybrid: Balanced -1.67 0.46 -0.54 5.63 2.82 0.56 - - - 13.07
Equity: Sectoral-Banking and Financial Services -2.27 0.16 -3.96 8.15 7.8 0.37 16.58 21.99 13.07 13.29
Equity: Thematic-Multi-Sector -2.87 0.39 -4.42 -2.99 -24.42 - - - - -23.91
Retirement Fund -2.0 - -1.55 5.88 2.32 -1.51 12.7 13.3 9.82 11.27
Equity: Thematic-Transportation -2.68 3.45 10.24 23.88 14.93 -1.59 24.56 27.57 12.92 19.93
Hybrid: Dynamic Asset Allocation -1.94 -0.07 -1.24 4.87 2.12 -1.63 12.01 12.55 9.74 9.81
Index Fund -2.48 -0.12 -2.14 6.01 2.05 -2.26 14.88 19.25 12.53 7.55
Fund of Funds-Domestic-Equity -3.34 0.49 -0.68 9.29 4.48 -2.27 17.89 20.56 14.48 8.73
Hybrid: Aggressive -2.37 0.01 -1.57 6.68 2.23 -2.81 14.97 17.74 11.88 12.88
Equity: Sectoral-Pharma and Healthcare -4.69 -2.48 -0.65 4.22 -5.04 -2.91 23.02 17.27 11.45 14.42
Equity: Thematic-Innovation -3.91 -0.57 1.02 13.22 -0.51 -3.98 19.87 24.1 - 13.42
Childrens Fund -2.67 -0.15 -1.67 7.09 0.94 -4.13 14.14 15.69 11.62 12.63
Equity: Thematic-Manufacturing -3.41 1.68 0.89 12.06 1.41 -5.64 22.61 25.42 14.87 10.18
Equity: Multi Cap -3.63 -0.54 -2.2 8.9 -0.7 -5.71 19.24 23.9 14.91 13.82
Equity: Thematic-Energy -2.0 1.76 -1.27 7.77 5.19 -5.89 20.82 25.23 18.73 7.44
Equity: Large and Mid Cap -3.48 -0.59 -2.6 8.18 0.02 -5.93 18.49 22.43 14.56 13.58
Equity: Mid Cap -4.13 -1.17 -2.46 10.34 -1.91 -6.04 20.79 25.34 15.88 17.67
Equity: Large Cap -2.94 -0.41 -2.76 6.14 2.36 -6.2 15.24 18.54 12.43 13.11
Equity: Flexi Cap -3.42 -0.32 -2.07 8.09 -0.23 -6.37 16.65 20.48 13.92 13.85
Equity: Thematic-Others -3.37 -0.27 -2.18 8.36 0.85 -6.53 18.22 23.49 13.85 10.44
Equity: Focused -3.31 -0.45 -2.56 7.35 0.74 -6.72 16.31 19.91 13.59 14.61
Equity: ELSS -3.32 -0.44 -2.73 7.04 -0.52 -6.94 17.1 20.63 13.83 14.41
Equity: Contra -3.53 -0.89 -2.76 6.88 -0.02 -7.07 20.7 25.17 15.93 15.28
Equity: Thematic-Business-Cycle -3.65 -0.56 -2.22 8.46 -1.5 -7.2 18.97 24.91 13.52 10.94
Equity: Small Cap -3.95 -0.23 -2.07 11.61 -4.61 -7.35 20.21 28.05 17.08 16.52
Equity: Thematic-Special-Opportunities -3.42 0.09 -0.61 11.53 -1.76 -7.5 18.43 - - 3.96
Equity: Value -2.98 0.26 -2.45 7.12 -0.37 -7.52 20.0 23.6 14.46 14.86
Equity: Dividend Yield -2.84 0.24 -2.27 5.93 0.35 -8.45 20.0 23.29 14.47 13.89
Equity: Thematic-ESG -3.43 -0.73 -3.45 6.15 -0.03 -8.7 14.67 16.86 12.49 13.83
Equity: Thematic-MNC -3.33 -0.11 0.62 9.83 -0.55 -8.74 11.76 15.32 9.63 12.08
Equity: Sectoral-Infrastructure -2.82 0.89 -2.27 9.26 -1.63 -9.06 24.66 30.99 15.8 12.48
Equity: Thematic-Consumption -3.53 -0.93 0.64 10.79 0.59 -9.29 15.73 21.31 14.8 12.56
Equity: Thematic-PSU -2.1 3.16 -2.72 6.77 2.23 -9.57 30.34 31.37 15.45 13.72
Equity: Thematic-Quantitative -3.07 -0.24 -3.1 5.98 -0.94 -10.12 17.61 18.5 14.17 8.88
Equity: Sectoral-Technology -6.0 -3.2 -6.21 5.14 -10.15 -10.47 17.12 19.0 16.06 8.94
Equity: Thematic-Active-Momentum -3.21 -1.23 -3.31 4.31 -15.84 -12.36 - - - 3.44
Equity: Sectoral-FMCG -2.57 -1.99 -1.06 5.47 -0.48 -14.26 8.29 15.5 11.79 15.67