Mutual Fund Category Monitor
| Category Name |
1-Week Ret (%) | 1-Month Ret (%) | 3-Months Ret (%) | 6-Months Ret (%) | YTD Ret (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund of Funds-Domestic-Gold | 3.83 | 7.06 | 17.85 | 19.57 | 18.83 | 29.93 | 19.37 | 14.4 | 11.67 | 13.02 |
| Fund of Funds-Domestic-Gold and Silver | 3.13 | 6.73 | 16.77 | 15.83 | 17.48 | 29.8 | - | - | - | 24.93 |
| Fund of Funds-Domestic-Silver | 1.11 | 6.7 | 13.91 | 9.97 | 15.24 | 28.44 | 12.63 | - | - | 17.43 |
| Equity: Sectoral-Pharma and Healthcare | -0.91 | 6.43 | -10.27 | -8.09 | -9.55 | 14.79 | 18.61 | 27.15 | 11.33 | 16.33 |
| Debt: Gilt Fund with 10 year constant duration | 0.91 | 2.44 | 3.68 | 4.56 | 3.54 | 10.6 | 7.3 | 6.28 | 7.97 | 7.83 |
| Debt: Long Duration | 1.28 | 3.54 | 3.75 | 3.69 | 3.59 | 10.4 | 7.05 | 5.87 | 6.95 | 8.46 |
| Debt: Gilt | 1.17 | 3.25 | 3.65 | 3.89 | 3.52 | 9.93 | 7.22 | 6.28 | 7.3 | 7.56 |
| Debt: Credit Risk | 0.57 | 2.02 | 3.75 | 5.55 | 3.81 | 9.8 | 7.29 | 7.53 | 6.27 | 6.68 |
| Equity: Sectoral-Banking and Financial Services | 0.21 | 7.0 | -2.02 | -5.18 | -0.1 | 9.78 | 14.76 | 24.32 | 11.53 | 13.41 |
| Fund of Funds-Domestic-Equity | -0.45 | 4.19 | -5.99 | -9.86 | -5.11 | 9.56 | 13.82 | 23.73 | 12.64 | 8.13 |
| Debt: Dynamic Bond | 1.02 | 2.65 | 3.29 | 3.83 | 3.2 | 9.42 | 7.0 | 6.32 | 6.95 | 7.04 |
| Debt: Medium to Long Duration | 0.93 | 2.32 | 3.17 | 3.97 | 3.11 | 9.23 | 6.82 | 6.17 | 6.32 | 7.53 |
| Fund of Funds-Domestic-Hybrid | -0.01 | 3.9 | -0.98 | -3.18 | -0.6 | 9.17 | 12.23 | 16.64 | 10.41 | 12.21 |
| Debt: Medium Duration | 0.68 | 1.63 | 2.89 | 4.38 | 2.89 | 9.03 | 6.95 | 6.82 | 6.76 | 7.08 |
| Hybrid: Balanced | 0.24 | 3.35 | -3.35 | -4.24 | -2.42 | 8.76 | - | - | - | 13.62 |
| Debt: Corporate Bond | 0.77 | 1.67 | 2.67 | 4.18 | 2.67 | 8.65 | 6.54 | 6.44 | 7.08 | 7.1 |
| Debt: Floater | 0.58 | 1.41 | 2.48 | 4.11 | 2.49 | 8.62 | 7.06 | 6.52 | 7.12 | 6.88 |
| ETFs | 0.21 | 5.41 | -2.73 | -6.31 | -1.31 | 8.62 | 13.21 | 22.1 | 11.86 | 11.03 |
| Debt: Banking and PSU | 0.77 | 1.69 | 2.63 | 4.12 | 2.64 | 8.4 | 6.54 | 6.33 | 7.17 | 7.05 |
| Debt: Short Duration | 0.65 | 1.45 | 2.54 | 4.11 | 2.55 | 8.37 | 6.41 | 6.3 | 6.77 | 6.95 |
| Fund of Funds-Domestic-Debt | 0.53 | 1.81 | 1.88 | 2.3 | 1.97 | 8.24 | 8.83 | 11.63 | 7.5 | 7.86 |
| Childrens Fund | 0.34 | 5.62 | -6.71 | -9.36 | -5.35 | 7.96 | 11.25 | 19.54 | 10.7 | 11.67 |
| Hybrid: Conservative | 0.56 | 2.79 | 0.49 | 0.32 | 0.87 | 7.92 | 8.13 | 10.58 | 7.51 | 8.7 |
| Hybrid: Multi Asset Allocation | 0.54 | 4.55 | -1.23 | -4.36 | -0.37 | 7.59 | 12.44 | 22.05 | 11.76 | 10.64 |
| Debt: Low Duration | 0.41 | 1.01 | 2.06 | 3.81 | 2.1 | 7.55 | 6.46 | 6.11 | 6.57 | 6.51 |
| Debt: Money Market | 0.37 | 0.99 | 2.06 | 3.84 | 2.11 | 7.5 | 6.68 | 5.74 | 6.55 | 6.36 |
| Equity: Mid Cap | 0.35 | 7.72 | -11.89 | -14.42 | -10.54 | 7.33 | 18.0 | 31.25 | 14.69 | 17.54 |
| Equity: Contra | -0.29 | 5.95 | -7.71 | -12.52 | -6.51 | 7.29 | 18.65 | 31.56 | 14.44 | 15.29 |
| Debt: Liquid | 0.23 | 0.7 | 1.81 | 3.58 | 1.86 | 7.23 | 6.63 | 5.3 | 6.15 | 6.46 |
| Fund of Funds-Overseas | -2.98 | -4.35 | -0.9 | -1.15 | -1.09 | 7.2 | 7.12 | 13.68 | 6.99 | 8.41 |
| Debt: Ultra Short Duration | 0.34 | 0.89 | 1.9 | 3.65 | 1.95 | 7.2 | 6.37 | 5.52 | 6.27 | 6.04 |
| Hybrid: Arbitrage | 0.27 | 0.7 | 1.71 | 3.56 | 1.77 | 7.11 | 6.42 | 5.19 | 5.75 | 5.53 |
| Hybrid: Equity Savings | 0.25 | 2.58 | -1.13 | -1.03 | -0.53 | 7.02 | 8.54 | 12.53 | 7.73 | 7.8 |
| Equity: Thematic-Consumption | 1.5 | 6.07 | -9.68 | -15.76 | -7.79 | 6.73 | 15.68 | 24.47 | 13.5 | 9.72 |
| Equity: Large and Mid Cap | 0.03 | 7.28 | -9.03 | -12.21 | -7.48 | 6.67 | 15.34 | 27.63 | 13.25 | 13.18 |
| Hybrid: Aggressive | 0.1 | 5.49 | -5.36 | -8.16 | -4.05 | 6.57 | 12.08 | 21.42 | 10.81 | 12.82 |
| Debt: Overnight | 0.13 | 0.53 | 1.55 | 3.18 | 1.59 | 6.52 | 6.19 | 4.94 | 5.58 | 5.28 |
| Retirement Fund | 0.36 | 4.71 | -4.01 | -6.04 | -3.07 | 6.4 | 10.76 | 15.68 | 9.25 | 11.0 |
| Equity: Multi Cap | 0.31 | 7.06 | -10.16 | -12.97 | -8.63 | 5.68 | 16.17 | 29.19 | 13.75 | 13.07 |
| Equity: Focused | 0.05 | 6.13 | -7.74 | -12.16 | -6.08 | 5.34 | 12.89 | 24.59 | 12.27 | 14.65 |
| Equity: Small Cap | 1.16 | 8.2 | -14.68 | -16.46 | -13.45 | 5.31 | 16.7 | 35.62 | 15.84 | 15.88 |
| Equity: ELSS | -0.05 | 6.64 | -8.5 | -12.27 | -6.88 | 5.15 | 13.78 | 25.73 | 12.44 | 14.07 |
| Index Fund | 0.21 | 4.81 | -4.69 | -7.07 | -3.55 | 5.14 | 11.37 | 24.49 | 11.0 | 6.56 |
| Hybrid: Dynamic Asset Allocation | 0.14 | 4.13 | -3.56 | -5.67 | -2.52 | 5.13 | 10.1 | 15.58 | 9.06 | 9.62 |
| Equity: Thematic-International | -2.7 | -3.77 | -1.11 | -2.48 | -1.11 | 4.89 | 6.61 | 12.9 | 8.21 | 9.65 |
| Equity: Dividend Yield | -0.3 | 6.23 | -6.85 | -13.36 | -5.38 | 4.86 | 16.39 | 29.07 | 13.45 | 13.57 |
| Equity: Sectoral-Technology | -2.17 | -0.29 | -16.59 | -14.61 | -15.61 | 4.86 | 6.5 | 30.12 | 15.59 | 6.24 |
| Equity: Thematic-ESG | -0.42 | 5.06 | -7.62 | -13.4 | -6.1 | 4.86 | 10.36 | 21.43 | 11.19 | 13.28 |
| Equity: Flexi Cap | -0.02 | 6.33 | -9.34 | -12.72 | -7.69 | 4.75 | 12.91 | 25.13 | 12.57 | 14.77 |
| Equity: Large Cap | -0.29 | 6.13 | -5.8 | -10.71 | -3.86 | 4.55 | 12.01 | 23.08 | 11.04 | 13.07 |
| Equity: Thematic-Others | 0.14 | 8.02 | -9.44 | -13.35 | -8.16 | 4.34 | 14.77 | 29.21 | 12.56 | 6.66 |
| Equity: Value | 0.16 | 6.16 | -8.28 | -13.16 | -6.87 | 4.15 | 16.71 | 29.63 | 13.62 | 14.66 |
| Equity: Thematic-Manufacturing | -0.21 | 8.92 | -11.22 | -16.02 | -9.67 | 2.43 | 18.66 | 30.59 | 13.0 | 4.02 |
| Equity: Sectoral-Infrastructure | 0.49 | 10.34 | -10.76 | -16.49 | -9.5 | 1.67 | 22.75 | 35.05 | 13.81 | 12.4 |
| Equity: Thematic-Energy | 0.78 | 10.82 | -2.81 | -13.21 | -1.71 | 1.44 | 12.62 | 31.09 | 16.52 | 5.33 |
| Equity: Thematic-Quantitative | -0.05 | 6.85 | -8.36 | -15.01 | -6.5 | 1.26 | 14.74 | 23.13 | 12.31 | 7.1 |
| Equity: Thematic-Transportation | -0.68 | 4.65 | -10.71 | -20.24 | -7.76 | 0.17 | 21.51 | 32.82 | 10.26 | 9.97 |
| Equity: Thematic-MNC | -0.6 | 4.19 | -10.81 | -17.1 | -9.86 | 0.07 | 9.36 | 18.94 | 8.59 | 10.5 |
| Equity: Thematic-Multi-Sector | -0.53 | 4.23 | -22.38 | - | -22.5 | - | - | - | - | -21.99 |
| Equity: Sectoral-FMCG | -0.27 | 3.14 | -5.57 | -17.6 | -5.31 | -0.4 | 10.86 | 17.3 | 11.08 | 15.76 |
| Equity: Thematic-PSU | 1.53 | 12.96 | -4.15 | -14.67 | -2.78 | -1.06 | 28.48 | 32.36 | 13.75 | 14.32 |