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 (%)
Debt: Overnight 0.1 0.44 31.63 32.91 35.02 36.13 8.55 4.4 6.01 6.49
Debt: Credit Risk -0.13 -0.02 1.45 8.59 10.67 13.84 5.75 4.3 7.22 6.47
Equity: Thematic-Consumption -2.63 0.91 14.63 12.11 7.94 8.23 17.73 13.71 15.38 14.16
Equity: Sectoral-Infrastructure -5.32 -2.64 12.8 6.77 3.05 6.03 19.81 10.36 12.38 9.94
Equity: Thematic-PSU -6.37 -4.76 10.33 2.34 8.15 5.88 13.04 5.1 7.8 5.75
Fund of Funds-Domestic-Gold -0.62 -4.41 -3.68 -4.75 1.8 5.76 8.13 9.33 3.04 5.13
Debt: Liquid 0.07 0.39 1.22 2.19 3.02 3.88 3.85 5.04 6.46 6.2
Equity: Small Cap -3.86 -0.64 12.36 3.8 -1.98 3.82 29.18 14.23 18.56 18.57
Debt: Ultra Short Duration 0.02 0.29 1.12 1.82 2.7 3.59 4.5 5.33 7.02 5.87
Debt: Money Market 0.01 0.29 1.14 1.82 2.74 3.58 4.56 5.66 6.94 5.69
Hybrid: Arbitrage 0.15 0.55 0.99 1.85 2.6 3.44 3.73 4.59 6.09 5.02
Hybrid: Conservative -1.2 -0.83 2.82 2.38 2.54 3.44 8.01 5.99 8.11 7.65
Debt: Short Duration -0.16 -0.09 1.14 1.18 2.13 3.38 5.54 5.38 7.01 6.34
Debt: Low Duration -0.04 0.21 1.18 1.54 2.42 3.33 5.08 5.03 6.63 5.87
Fund of Funds-Domestic-Debt -1.1 -0.66 2.5 0.93 2.47 3.27 7.77 6.5 7.65 6.04
Debt: Floater -0.05 0.22 1.49 1.59 2.42 2.98 5.69 6.33 7.38 5.65
Debt: Medium Duration -0.31 -0.31 2.41 1.16 2.14 2.86 5.12 4.86 7.3 5.92
Equity: Mid Cap -4.49 -1.73 12.03 4.33 -0.78 2.44 22.67 13.1 17.69 14.69
Equity: Contra -4.75 -2.3 9.23 3.82 0.98 2.39 20.28 13.65 15.0 14.29
Debt: Banking and PSU -0.23 -0.17 1.2 0.84 1.56 2.2 5.8 6.38 7.51 6.23
Debt: Dynamic Bond -0.24 -0.16 1.72 1.11 1.4 2.07 5.18 5.41 7.22 6.26
Debt: Corporate Bond -0.21 -0.17 1.25 0.44 1.34 1.98 5.96 6.38 7.48 5.78
Hybrid: Multi Asset Allocation -2.77 -2.06 4.76 -0.08 0.05 1.82 13.58 10.01 10.51 11.0
Debt: Medium to Long Duration -0.39 -0.3 1.82 0.77 0.83 1.33 5.08 4.94 6.71 7.73
Debt: Gilt -0.25 -0.08 1.8 0.9 0.83 1.05 5.23 5.83 7.8 7.24
Hybrid: Equity Savings -1.62 -0.86 3.28 0.91 0.45 0.93 8.2 6.63 7.58 7.3
Fund of Funds-Domestic-Hybrid -2.4 -1.73 4.49 0.52 -0.26 0.55 9.36 7.37 9.5 10.04
Hybrid: Dynamic Asset Allocation -2.74 -1.74 4.99 1.49 0.07 0.38 9.96 7.59 10.75 6.76
Debt: Long Duration -0.77 -0.3 2.49 -0.19 -0.45 -0.31 4.88 5.46 7.32 6.64
Equity: Multi Cap -4.73 -1.83 10.68 2.15 -1.1 -0.37 19.37 13.62 15.88 9.71
Retirement Fund -2.54 -1.58 5.58 1.41 -1.18 -0.52 9.36 7.56 10.34 9.84
Equity: Dividend Yield -3.88 -3.4 6.54 -1.87 -3.21 -0.84 17.78 10.67 12.41 14.17
Equity: Thematic-MNC -2.55 -2.19 8.84 4.82 -2.72 -0.86 14.81 9.55 15.08 17.15
Debt: Gilt Fund with 10 year constant duration -0.6 -0.43 2.31 -0.14 -0.96 -0.96 5.05 6.75 8.88 6.06
Equity: Value -5.05 -3.08 8.49 0.51 -1.57 -1.08 16.9 9.59 14.87 10.78
Equity: Large and Mid Cap -4.8 -2.6 9.76 1.28 -2.87 -1.19 17.25 11.68 14.85 15.34
Childrens Fund -3.31 -2.13 7.23 0.27 -3.31 -1.62 12.67 9.51 11.79 14.84
Hybrid: Aggressive -3.65 -2.32 6.69 0.35 -1.99 -1.71 13.06 9.71 12.46 11.13
Equity: Thematic-Others -4.21 -3.06 8.63 0.29 -2.5 -1.72 17.78 10.64 13.5 12.61
Equity: ELSS -4.67 -2.86 8.64 0.47 -3.02 -2.7 15.56 10.85 14.23 13.23
Equity: Focused -4.53 -2.82 8.49 0.6 -3.54 -2.76 15.41 11.17 14.17 12.88
Index Fund -3.72 -2.89 7.07 -0.47 -3.11 -3.14 14.8 11.81 11.98 5.48
Equity: Flexi Cap -4.58 -2.69 9.11 -0.06 -3.89 -3.16 15.5 11.38 13.79 11.04
Equity: Sectoral-Banking and Financial Services -7.45 -3.42 12.0 4.99 2.83 -3.48 8.24 7.91 12.23 11.06
Fund of Funds-Domestic-Equity -3.74 -3.22 6.1 -0.74 -3.52 -3.73 15.88 10.77 11.21 12.86
ETFs -3.48 -4.47 1.93 -3.77 -4.23 -3.81 11.48 10.11 8.45 1.73
Equity: Large Cap -4.74 -3.33 7.74 -0.39 -3.57 -4.66 13.26 10.49 12.54 12.17
Equity: Thematic-Energy -5.82 -5.48 7.38 -12.08 -5.96 -6.1 20.16 10.43 14.24 13.65
Equity: Sectoral-Pharma and Healthcare -0.94 0.6 5.21 -4.48 -11.58 -10.58 23.68 14.05 14.08 13.6
Equity: Thematic-International -3.8 -9.77 -6.12 -14.36 -18.02 -18.28 6.09 7.14 9.77 7.81
Equity: Sectoral-Technology -0.72 -5.82 -2.96 -19.63 -25.42 -19.18 25.7 23.46 18.54 15.59
Fund of Funds-Overseas -3.98 -10.52 -6.59 -17.61 -21.78 -20.06 4.47 3.91 4.67 -3.7