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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-Gold -0.37 0.94 3.23 18.3 27.35 37.89 22.37 11.35 13.08 14.77
Fund of Funds-Domestic-Gold and Silver -1.67 2.5 8.32 17.98 27.37 34.94 - - - 25.23
Fund of Funds-Domestic-Silver -4.46 2.07 15.03 16.61 25.68 27.67 21.43 - - 18.37
Fund of Funds-Overseas 0.37 3.58 16.27 9.2 13.68 20.3 17.04 10.91 8.96 10.93
Equity: Thematic-International -0.78 2.75 12.09 6.56 10.51 14.31 12.63 10.49 10.13 10.28
Debt: Credit Risk 0.07 0.57 1.97 6.91 7.63 11.03 8.56 9.22 6.51 6.79
Debt: Gilt Fund with 10 year constant duration -0.02 0.07 0.78 4.96 5.88 9.52 8.33 5.52 8.07 7.78
Debt: Medium Duration 0.05 0.63 1.74 5.07 5.81 9.22 7.58 6.82 6.78 7.14
Debt: Corporate Bond 0.07 0.55 1.77 5.03 5.67 9.01 7.56 5.99 7.17 7.18
Debt: Short Duration 0.08 0.53 1.82 4.81 5.48 8.71 7.4 6.03 6.82 7.03
Debt: Floater 0.1 0.55 1.82 4.76 5.38 8.66 7.79 6.29 7.16 6.96
Debt: Banking and PSU 0.08 0.53 1.69 4.78 5.43 8.64 7.36 5.85 7.22 7.11
Equity: Sectoral-Pharma and Healthcare -1.87 1.0 5.41 5.53 -2.26 8.1 23.71 19.62 12.49 16.4
Debt: Medium to Long Duration -0.09 0.28 0.55 4.22 4.93 8.0 7.34 5.45 6.45 7.7
Debt: Dynamic Bond -0.09 0.34 0.25 4.12 4.78 7.98 7.38 5.77 7.0 6.99
Equity: Sectoral-Banking and Financial Services -2.13 -4.05 2.87 12.08 8.39 7.95 17.21 21.67 12.23 13.74
Debt: Low Duration 0.11 0.55 1.88 4.25 4.82 7.86 7.1 5.83 6.57 6.5
Debt: Money Market 0.1 0.51 1.85 4.11 4.71 7.74 7.2 5.74 6.54 6.51
Debt: Ultra Short Duration 0.1 0.51 1.74 3.76 4.33 7.27 6.83 5.57 6.29 6.33
Debt: Gilt -0.23 0.23 -0.84 3.46 4.07 7.23 7.4 5.32 7.32 7.12
Debt: Long Duration -0.26 0.37 -1.21 3.18 3.71 7.0 7.85 4.92 7.04 7.39
Debt: Liquid 0.1 0.47 1.54 3.34 3.97 6.96 6.89 5.46 6.09 6.38
Fund of Funds-Income Plus Arbitrage 0.08 0.56 1.58 3.4 4.08 6.94 9.27 8.48 7.86 4.2
Hybrid: Arbitrage 0.16 0.56 1.49 3.25 3.9 6.71 6.82 5.45 5.72 5.7
Fund of Funds-Domestic-Debt -0.17 - 1.47 4.6 4.87 6.6 10.87 13.03 7.44 8.35
Debt: Overnight 0.1 0.44 1.35 2.85 3.43 6.19 6.35 5.11 5.52 5.19
Fund of Funds-Domestic-Hybrid -0.71 -0.94 3.57 6.91 5.65 6.1 15.01 15.64 11.21 12.16
Hybrid: Conservative -0.25 -0.34 1.53 4.29 3.91 5.58 9.09 9.53 7.64 8.71
Hybrid: Multi Asset Allocation -0.94 -1.14 3.6 6.99 5.95 5.17 16.57 17.88 12.3 12.35
Hybrid: Equity Savings -0.26 -0.48 2.15 4.06 3.18 4.64 9.88 10.63 7.78 7.81
ETFs -1.51 -2.79 3.9 6.32 5.16 4.27 16.6 18.79 12.78 11.62
Hybrid: Balanced -0.72 -1.29 2.52 5.01 2.21 3.34 - - - 13.89
Retirement Fund -0.96 -2.02 2.84 4.88 2.16 1.91 12.64 13.42 9.59 11.62
Equity: Thematic-Innovation -0.91 -0.74 8.8 6.0 -1.68 1.67 18.95 24.83 - 14.59
Hybrid: Dynamic Asset Allocation -0.77 -1.72 2.31 4.34 1.97 1.08 11.76 12.53 9.34 10.12
Hybrid: Aggressive -0.87 -2.16 3.39 5.56 1.98 0.81 14.84 17.93 11.33 13.02
Index Fund -1.17 -2.8 2.78 4.54 1.68 0.47 14.13 19.09 11.58 7.94
Childrens Fund -1.13 -1.95 4.51 4.89 1.08 0.25 14.16 16.02 11.25 12.88
Equity: Thematic-Multi-Sector -3.61 -7.03 -4.1 -10.02 -25.02 - - - - -24.52
Fund of Funds-Domestic-Equity -1.64 -3.33 4.05 5.36 1.7 -0.16 16.29 20.61 14.41 8.84
Equity: Multi Cap -1.39 -2.93 5.78 5.95 -0.88 -1.31 19.5 24.46 14.21 14.54
Equity: Large and Mid Cap -1.53 -3.41 4.85 6.07 -0.13 -1.37 18.56 23.13 13.8 13.96
Equity: Focused -1.35 -3.01 3.89 5.38 0.53 -1.52 16.08 19.88 12.76 14.96
Equity: Mid Cap -1.46 -3.14 7.26 6.79 -1.64 -1.89 21.24 27.02 15.18 18.54
Equity: Contra -1.23 -2.34 4.22 5.79 0.7 -2.23 21.2 25.75 15.2 15.45
Equity: Flexi Cap -1.24 -2.93 4.36 5.2 -0.75 -2.26 16.33 20.71 13.04 15.08
Equity: Large Cap -1.11 -3.37 2.08 4.83 1.84 -2.3 14.66 18.4 11.56 13.36
Equity: Small Cap -1.74 -2.56 9.89 5.86 -3.92 -2.54 21.6 31.32 16.58 17.08
Equity: ELSS -1.38 -3.16 4.03 5.31 -0.52 -2.66 16.9 21.07 13.05 14.7
Equity: Thematic-Consumption -0.33 -0.82 3.63 4.19 -0.98 -2.66 16.21 21.29 13.85 12.12
Equity: Thematic-Others -1.37 -3.05 4.62 5.45 0.43 -3.34 18.7 23.94 13.14 10.7
Equity: Thematic-ESG -1.51 -3.71 2.48 3.25 -0.1 -3.74 14.08 16.9 11.81 14.32
Equity: Thematic-Business-Cycle -1.41 -2.86 5.16 5.29 -1.5 -3.77 19.12 26.25 12.78 11.31
Equity: Thematic-Special-Opportunities -1.5 -2.11 7.05 5.29 -2.73 -4.06 17.12 - - 4.78
Equity: Value -1.63 -3.38 3.71 4.26 -0.65 -4.58 19.83 24.09 14.0 15.07
Equity: Sectoral-Technology -1.93 -5.03 5.73 -3.69 -9.06 -5.11 15.13 21.87 16.48 9.72
Equity: Thematic-Energy -1.63 -2.53 4.09 7.9 4.5 -5.99 19.31 24.41 16.62 7.39
Equity: Dividend Yield -1.42 -3.23 2.84 3.12 -0.18 -6.22 19.24 23.54 13.72 14.13
Equity: Thematic-Manufacturing -1.43 -2.29 7.78 6.11 -0.73 -6.73 21.57 25.82 13.68 9.47
Equity: Thematic-MNC -0.61 -0.52 7.12 3.88 -1.18 -6.84 11.77 16.06 9.2 11.02
Equity: Thematic-Transportation -1.31 -0.39 10.6 7.92 4.45 -6.96 19.88 26.28 11.12 15.51
Equity: Thematic-Quantitative -1.4 -4.1 2.78 3.22 -1.25 -7.03 17.82 18.52 13.33 8.98
Equity: Sectoral-FMCG 0.6 0.45 0.88 -0.03 0.81 -7.85 9.12 14.89 11.35 15.82
Equity: Sectoral-Infrastructure -1.25 -3.7 6.42 5.16 -1.89 -9.01 25.29 31.11 14.62 12.29
Equity: Thematic-Active-Momentum -1.96 -4.03 4.24 -1.12 -8.78 -10.98 - - - 7.71
Equity: Thematic-PSU -2.75 -5.47 0.12 2.82 0.31 -15.16 30.68 29.17 13.65 13.84