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 | 4.74 | 12.21 | 13.81 | 32.11 | 36.22 | 34.72 | 33.99 | 19.6 | 14.6 | 18.63 |
| Equity: Small Cap | 2.23 | 9.33 | 8.63 | 26.12 | 35.94 | 32.32 | 33.61 | 23.84 | 22.46 | 20.3 |
| Equity: Sectoral-Infrastructure | 3.18 | 10.16 | 9.0 | 26.04 | 35.48 | 32.02 | 33.88 | 20.62 | 18.01 | 11.89 |
| Equity: Mid Cap | 2.72 | 9.9 | 7.79 | 23.77 | 30.72 | 27.27 | 26.31 | 20.09 | 20.24 | 19.84 |
| Equity: Sectoral-Pharma and Healthcare | 2.23 | 10.86 | 9.97 | 27.19 | 31.09 | 26.44 | 14.53 | 19.94 | 15.15 | 16.27 |
| Equity: Thematic-Manufacturing | 2.35 | 8.98 | 8.32 | 22.48 | 30.66 | 26.31 | 31.12 | 19.87 | - | 18.18 |
| Equity: Value | 2.91 | 9.47 | 8.14 | 20.81 | 25.74 | 22.51 | 24.06 | 16.44 | 18.04 | 15.16 |
| Equity: Dividend Yield | 2.79 | 9.09 | 8.27 | 19.33 | 26.29 | 22.29 | 23.84 | 17.53 | 15.5 | 17.05 |
| Equity: Multi Cap | 2.67 | 9.07 | 7.09 | 20.81 | 25.84 | 22.09 | 25.19 | 18.71 | 18.03 | 17.85 |
| Equity: Contra | 3.21 | 9.63 | 8.12 | 19.87 | 25.14 | 21.65 | 25.41 | 18.95 | 17.81 | 15.14 |
| Equity: Thematic-Others | 2.6 | 9.0 | 7.09 | 19.34 | 24.63 | 20.71 | 23.06 | 17.19 | 16.44 | 16.86 |
| Equity: Thematic-Consumption | 2.52 | 8.58 | 7.88 | 17.16 | 24.47 | 20.35 | 22.38 | 16.17 | 16.72 | 14.83 |
| Equity: Thematic-Quantitative | 2.89 | 9.4 | 8.8 | 17.43 | 23.1 | 20.11 | 16.29 | 17.08 | 13.78 | 15.29 |
| Equity: Large and Mid Cap | 2.69 | 9.02 | 6.67 | 18.47 | 23.0 | 19.11 | 21.93 | 16.91 | 17.02 | 16.27 |
| Fund of Funds-Domestic-Silver | 4.73 | 7.54 | 1.96 | 6.55 | 10.97 | 19.05 | - | - | - | 12.77 |
| Equity: Thematic-Energy | 2.98 | 10.4 | 6.61 | 18.47 | 19.09 | 18.02 | 24.24 | 19.05 | 19.1 | 14.93 |
| Fund of Funds-Domestic-Gold and Silver | 3.15 | 4.54 | 3.93 | 4.99 | 12.16 | 17.87 | - | - | - | 23.61 |
| Equity: Sectoral-Technology | 1.91 | 8.21 | 6.39 | 19.24 | 26.11 | 17.27 | 21.52 | 22.59 | 17.98 | 10.9 |
| Equity: Flexi Cap | 2.52 | 8.26 | 6.24 | 16.62 | 21.07 | 17.01 | 19.23 | 15.45 | 16.13 | 14.87 |
| Fund of Funds-Domestic-Gold | 2.21 | 2.95 | 5.47 | 4.14 | 13.36 | 16.99 | 7.87 | 14.27 | 6.14 | 7.41 |
| Equity: ELSS | 2.73 | 8.53 | 6.6 | 16.49 | 20.76 | 16.62 | 19.85 | 15.46 | 16.16 | 15.17 |
| Equity: Sectoral-FMCG | 1.42 | 4.54 | 3.44 | 7.18 | 18.9 | 16.53 | 21.72 | 14.29 | 14.76 | 16.74 |
| Equity: Thematic-MNC | 1.13 | 5.38 | 3.02 | 13.64 | 19.53 | 15.53 | 16.67 | 11.46 | 15.6 | 17.41 |
| Equity: Focused | 2.63 | 8.34 | 6.12 | 15.84 | 19.33 | 15.05 | 19.09 | 15.45 | 15.9 | 15.08 |
| Fund of Funds-Domestic-Equity | 1.99 | 7.81 | 5.46 | 13.79 | 18.02 | 14.96 | 17.11 | 15.06 | 13.52 | 11.56 |
| Hybrid: Multi Asset Allocation | 1.99 | 5.28 | 4.27 | 11.48 | 15.97 | 14.73 | 15.92 | 15.06 | 11.98 | 10.65 |
| Fund of Funds-Overseas | 0.53 | 9.21 | 1.16 | 6.38 | 18.72 | 14.67 | 4.41 | 8.26 | 5.22 | 6.28 |
| Equity: Sectoral-Banking and Financial Services | 2.97 | 6.54 | 5.51 | 11.54 | 14.61 | 13.88 | 17.09 | 13.1 | 15.54 | 14.82 |
| Childrens Fund | 1.89 | 5.95 | 4.06 | 12.44 | 16.95 | 13.85 | 16.91 | 12.75 | 13.44 | 14.12 |
| Fund of Funds-Domestic-Hybrid | 1.57 | 4.8 | 4.1 | 10.42 | 15.32 | 13.82 | 13.88 | 11.59 | 11.57 | 12.03 |
| Equity: Thematic-ESG | 2.35 | 7.9 | 5.16 | 14.5 | 17.61 | 13.56 | 18.7 | 14.27 | 14.6 | 16.79 |
| Hybrid: Aggressive | 1.93 | 6.15 | 4.63 | 12.53 | 16.08 | 13.24 | 16.28 | 13.28 | 13.63 | 12.78 |
| Index Fund | 1.64 | 5.46 | 4.59 | 10.29 | 15.64 | 13.07 | 17.36 | 13.57 | 13.03 | 12.16 |
| Retirement Fund | 1.48 | 4.98 | 3.59 | 10.35 | 14.71 | 12.49 | 11.45 | 10.76 | 11.38 | 11.04 |
| ETFs | 2.38 | 7.16 | 2.29 | 9.03 | 14.63 | 12.24 | 16.06 | 13.56 | 10.95 | 9.99 |
| Equity: Large Cap | 2.63 | 7.47 | 5.36 | 12.96 | 16.09 | 11.98 | 16.65 | 13.68 | 13.93 | 13.77 |
| Hybrid: Dynamic Asset Allocation | 1.64 | 4.88 | 4.16 | 10.52 | 13.7 | 11.69 | 11.44 | 10.56 | 11.91 | 10.02 |
| Equity: Thematic-International | 0.67 | 8.57 | 0.65 | 5.12 | 12.96 | 10.2 | 4.18 | 9.49 | 8.27 | 9.44 |
| Hybrid: Equity Savings | 0.94 | 2.83 | 2.89 | 7.24 | 10.63 | 9.58 | 9.49 | 8.36 | 8.08 | 7.89 |
| Fund of Funds-Domestic-Debt | 0.47 | 1.56 | 2.29 | 4.66 | 9.22 | 9.53 | 9.27 | 9.63 | 8.02 | 6.97 |
| Hybrid: Conservative | 0.63 | 2.22 | 2.24 | 5.01 | 8.45 | 7.79 | 8.48 | 7.75 | 8.54 | 8.31 |
| Debt: Credit Risk | 0.1 | 0.57 | 2.08 | 3.54 | 7.12 | 7.53 | 9.1 | 4.74 | 6.62 | 6.37 |
| Hybrid: Arbitrage | 0.04 | 0.4 | 1.65 | 3.47 | 6.37 | 7.08 | 4.69 | 4.8 | 5.9 | 5.28 |
| Debt: Floater | 0.13 | 0.57 | 1.51 | 3.43 | 6.65 | 7.07 | 5.05 | 6.49 | 7.23 | 6.17 |
| Debt: Money Market | 0.12 | 0.53 | 1.61 | 3.3 | 6.43 | 6.99 | 4.85 | 5.8 | 6.72 | 6.18 |
| Debt: Liquid | 0.15 | 0.56 | 1.68 | 3.39 | 6.34 | 6.87 | 4.79 | 5.04 | 6.35 | 6.32 |
| Debt: Low Duration | 0.12 | 0.52 | 1.48 | 3.13 | 6.21 | 6.7 | 4.94 | 5.61 | 6.69 | 6.46 |
| Debt: Ultra Short Duration | 0.12 | 0.51 | 1.55 | 3.18 | 6.11 | 6.65 | 4.76 | 5.42 | 6.57 | 6.02 |
| Debt: Overnight | 0.15 | 0.55 | 1.66 | 3.31 | 6.07 | 6.54 | 4.66 | 4.62 | 5.83 | 4.66 |
| Debt: Corporate Bond | 0.1 | 0.55 | 1.23 | 2.53 | 5.96 | 6.36 | 4.39 | 6.75 | 7.51 | 6.6 |
| Debt: Banking and PSU | 0.11 | 0.55 | 1.23 | 2.46 | 5.87 | 6.24 | 4.35 | 6.67 | 7.28 | 6.33 |
| Debt: Short Duration | 0.11 | 0.58 | 1.23 | 2.45 | 5.77 | 6.11 | 4.69 | 6.01 | 6.94 | 6.66 |
| Debt: Medium Duration | 0.07 | 0.63 | 1.09 | 2.1 | 5.79 | 6.01 | 5.29 | 5.58 | 7.54 | 6.47 |
| Debt: Gilt Fund with 10 year constant duration | -0.02 | 0.97 | 0.6 | 0.99 | 6.08 | 5.83 | 3.12 | 7.13 | 8.43 | 7.17 |
| Debt: Dynamic Bond | -0.03 | 0.66 | 0.74 | 1.61 | 5.38 | 5.57 | 4.09 | 6.17 | 7.35 | 6.63 |
| Debt: Gilt | -0.05 | 0.76 | 0.68 | 1.45 | 5.53 | 5.55 | 3.6 | 6.82 | 7.98 | 7.33 |
| Debt: Medium to Long Duration | -0.01 | 0.72 | 0.58 | 1.22 | 5.34 | 5.31 | 3.8 | 5.77 | 6.76 | 7.68 |
| Debt: Long Duration | -0.28 | 0.56 | -0.21 | -0.13 | 5.44 | 5.02 | 2.74 | 6.64 | 7.46 | 6.25 |