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Mutual Fund Category Monitor
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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 2.32 5.12 14.02 28.25 29.46 36.72 23.01 14.38 12.47 15.99
Fund of Funds-Domestic-Gold and Silver 1.19 7.02 11.15 21.7 25.94 28.05 - - - 26.12
Fund of Funds-Domestic-Silver 1.26 10.12 8.85 18.33 23.37 18.76 18.83 - - 17.74
Equity: Sectoral-Pharma and Healthcare 1.26 3.98 10.1 -1.31 -4.08 16.96 25.24 21.84 13.28 17.65
Fund of Funds-Overseas 0.77 4.51 7.24 5.5 8.18 14.02 15.47 11.32 7.61 9.58
Equity: Thematic-International 1.1 3.1 4.79 3.64 6.17 13.56 12.6 10.31 8.5 10.08
Equity: Sectoral-Banking and Financial Services -1.42 2.92 16.45 4.12 9.12 13.36 22.71 23.56 13.23 16.03
Equity: Sectoral-Technology 0.9 4.05 13.72 -9.33 -6.34 11.32 17.2 27.79 17.47 11.48
Debt: Credit Risk -0.22 0.75 3.85 6.8 6.62 11.17 8.66 9.43 6.57 6.78
Debt: Gilt Fund with 10 year constant duration -0.62 - 3.75 5.52 5.4 10.53 9.33 5.75 8.19 7.86
Fund of Funds-Domestic-Hybrid -0.13 2.63 9.3 3.19 5.13 9.87 16.65 17.02 11.58 11.77
Debt: Medium Duration -0.45 0.51 3.18 4.95 4.8 9.47 8.2 7.11 6.86 7.13
Debt: Corporate Bond -0.51 0.64 3.45 4.93 4.75 9.38 7.65 6.32 7.24 7.18
Fund of Funds-Domestic-Debt -0.13 1.19 4.99 4.62 4.95 9.11 12.12 16.01 7.87 7.85
Debt: Banking and PSU -0.53 0.65 3.36 4.8 4.59 9.06 7.48 6.19 7.27 7.13
Debt: Short Duration -0.41 0.7 3.21 4.8 4.58 9.06 7.48 6.33 6.87 7.02
Debt: Floater -0.25 0.65 3.04 4.68 4.43 9.04 7.75 6.52 7.18 6.96
ETFs -0.45 3.27 12.18 2.15 5.78 8.96 19.59 20.63 12.89 13.2
Debt: Medium to Long Duration -0.66 -0.12 3.05 4.39 4.38 8.78 7.81 5.82 6.6 7.67
Debt: Dynamic Bond -0.81 -0.4 2.94 4.13 4.2 8.71 7.78 6.05 7.13 7.02
Fund of Funds-Income Plus Arbitrage -0.19 0.69 3.05 2.76 3.28 8.07 9.81 9.23 8.04 6.47
Debt: Gilt -1.03 -1.21 2.33 3.43 3.6 8.06 7.77 5.5 7.51 7.13
Debt: Low Duration -0.08 0.75 2.58 4.21 3.89 7.99 7.03 6.15 6.59 6.67
Debt: Long Duration -1.15 -1.54 1.98 3.0 3.19 7.87 8.68 5.27 7.21 7.48
Debt: Money Market 0.02 0.77 2.46 4.16 3.81 7.86 7.14 5.72 6.57 6.48
Hybrid: Multi Asset Allocation -0.21 2.34 9.23 2.48 5.27 7.81 17.01 20.32 12.58 12.56
Hybrid: Conservative -0.6 0.62 4.77 2.6 3.42 7.51 10.17 10.28 7.93 8.76
Fund of Funds-Domestic-Equity -0.53 2.78 11.92 -2.38 1.14 7.42 19.54 22.09 14.87 10.32
Debt: Ultra Short Duration 0.02 0.7 2.21 3.81 3.47 7.39 6.77 5.57 6.33 6.26
Debt: Liquid 0.1 0.57 1.81 3.53 3.19 7.15 6.84 5.39 6.12 6.36
Hybrid: Equity Savings -0.32 0.96 5.2 1.83 2.64 6.9 11.03 11.49 7.99 8.11
Hybrid: Balanced -1.15 0.98 7.13 0.05 1.66 6.85 - - - 14.71
Hybrid: Arbitrage 0.21 0.62 1.7 3.43 3.11 6.81 6.64 5.31 5.71 5.58
Debt: Overnight 0.1 0.46 1.47 3.04 2.72 6.36 6.33 5.05 5.55 5.32
Childrens Fund -0.74 2.38 11.19 -2.28 0.61 6.25 16.93 17.71 11.84 12.93
Retirement Fund -0.88 1.76 9.45 -0.13 2.25 6.19 15.2 14.68 10.24 11.97
Hybrid: Aggressive -0.84 1.93 10.6 -1.0 1.77 6.15 17.77 19.76 12.02 13.14
Hybrid: Dynamic Asset Allocation -0.69 1.38 7.79 -0.23 1.91 5.32 13.92 13.89 9.88 10.41
Equity: Large and Mid Cap -0.95 3.66 14.78 -2.98 0.36 5.31 23.05 25.35 14.85 14.84
Index Fund -0.73 2.44 10.72 -0.6 2.23 5.22 17.64 21.38 12.39 9.39
Equity: Focused -1.04 2.63 13.08 -2.84 0.8 4.92 20.05 22.03 13.67 15.49
Equity: Thematic-ESG -0.65 2.25 12.45 -3.15 1.17 4.92 18.59 19.25 12.73 15.02
Equity: Contra -0.59 2.26 12.46 -3.25 0.26 4.78 24.84 28.48 16.12 15.54
Equity: Mid Cap -0.85 4.92 17.48 -3.63 -1.23 4.68 26.33 29.33 16.45 18.82
Equity: Large Cap -1.08 1.44 11.2 -2.01 2.12 4.42 18.7 20.6 12.46 13.65
Equity: Small Cap -0.2 6.55 18.29 -6.34 -3.8 4.21 25.64 34.15 17.78 18.28
Equity: Multi Cap -0.76 3.73 14.46 -3.81 -0.78 4.12 23.94 26.73 15.24 15.78
Equity: Flexi Cap -0.85 2.73 13.2 -3.97 -0.67 3.91 20.46 22.72 14.02 15.57
Equity: ELSS -1.02 2.8 13.09 -3.67 -0.05 3.88 21.1 23.39 14.04 14.98
Equity: Thematic-Others -0.75 4.32 16.11 -2.21 0.72 3.59 21.89 26.28 14.07 12.68
Equity: Value -0.73 2.76 12.62 -3.67 -0.07 2.8 23.87 26.53 15.18 15.59
Equity: Dividend Yield -0.26 2.52 11.55 -3.37 0.84 2.44 22.73 26.3 14.61 14.7
Equity: Thematic-Consumption -1.71 0.53 10.67 -5.15 -2.95 2.19 20.36 22.2 14.73 11.53
Equity: Thematic-Quantitative -0.8 2.66 12.58 -3.51 -0.27 0.59 22.23 20.73 13.79 10.11
Equity: Thematic-Multi-Sector -0.53 1.28 4.12 -21.37 -21.9 - - - - -21.37
Equity: Thematic-Manufacturing -0.72 4.33 15.03 -3.88 -1.05 -1.86 25.57 27.91 14.72 9.7
Equity: Thematic-Energy -0.34 2.43 12.42 -0.76 4.25 -2.49 19.92 26.61 17.41 7.95
Equity: Sectoral-FMCG -0.76 -0.88 7.35 0.62 0.04 -2.67 12.6 15.78 12.25 15.88
Equity: Thematic-MNC -0.36 4.01 12.06 -4.63 -2.12 -2.84 15.02 17.66 10.21 12.56
Equity: Sectoral-Infrastructure -1.18 4.47 16.65 -5.55 -1.24 -3.58 29.89 32.69 15.69 12.35
Equity: Thematic-PSU -0.87 3.69 15.57 -2.33 4.16 -5.03 35.51 31.04 15.09 15.62
Equity: Thematic-Transportation -1.5 2.87 14.47 -2.39 1.18 -5.26 24.39 27.76 12.06 14.37