• Home
  • Mutual Fund Category Monitor

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 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 1.96 7.25 12.03 24.48 27.19 29.37 - - - 26.57
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 1.23 3.92 10.13 -1.26 -4.08 16.88 25.4 21.83 13.28 17.65
Fund of Funds-Overseas 0.66 4.5 7.63 5.95 8.18 14.16 16.29 11.3 7.6 9.57
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: Thematic-International -0.1 2.65 5.07 3.39 5.44 12.92 13.37 10.15 8.44 10.01
Debt: Credit Risk -0.22 0.75 3.85 6.8 6.62 11.17 8.66 9.43 6.57 6.78
Equity: Sectoral-Technology 0.56 4.65 14.1 -9.76 -6.44 10.69 18.19 27.74 17.44 11.44
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 -0.48 2.01 9.4 3.1 5.07 9.55 17.02 16.99 11.57 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
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
Fund of Funds-Domestic-Debt -0.11 1.11 4.87 4.38 4.88 9.02 12.2 15.99 7.86 7.83
ETFs -0.48 3.24 12.22 2.13 5.77 8.93 19.65 20.63 12.88 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 -0.24 0.57 3.02 2.76 3.26 8.06 9.95 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 -0.31 2.36 9.28 2.46 5.3 7.74 17.25 20.31 12.58 12.59
Hybrid: Conservative -0.6 0.62 4.77 2.6 3.42 7.51 10.17 10.28 7.93 8.76
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 0.56 1.83 3.53 3.21 7.16 6.84 5.39 6.12 6.36
Fund of Funds-Domestic-Equity -0.79 2.58 11.92 -2.56 1.0 7.13 19.73 21.99 14.83 10.3
Hybrid: Equity Savings -0.36 0.96 5.18 1.81 2.63 6.87 11.06 11.48 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 1.48 3.04 2.75 6.36 6.33 5.05 5.55 5.32
Retirement Fund -0.88 1.76 9.45 -0.13 2.25 6.19 15.2 14.68 10.24 11.97
Childrens Fund -0.81 2.34 11.19 -2.35 0.59 6.18 17.03 17.71 11.84 12.92
Hybrid: Aggressive -0.88 1.92 10.59 -1.04 1.75 6.11 17.79 19.75 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 -1.03 3.66 14.79 -3.01 0.33 5.24 23.11 25.34 14.85 14.83
Index Fund -0.74 2.43 10.74 -0.6 2.22 5.21 17.67 21.37 12.39 9.39
Equity: Focused -1.09 2.65 13.08 -2.86 0.78 4.91 20.08 22.03 13.67 15.49
Equity: Thematic-ESG -0.83 2.3 12.42 -3.29 1.1 4.8 18.69 19.2 12.73 15.01
Equity: Mid Cap -0.85 4.92 17.48 -3.63 -1.23 4.68 26.33 29.33 16.45 18.82
Equity: Contra -1.07 2.29 12.34 -3.55 0.02 4.46 25.06 28.41 16.09 15.53
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 -0.94 2.75 13.2 -4.01 -0.69 3.88 20.51 22.71 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 -0.86 4.31 16.11 -2.3 0.67 3.42 22.09 26.26 14.06 12.66
Equity: Value -0.79 2.78 12.61 -3.72 -0.1 2.76 23.92 26.52 15.18 15.58
Equity: Dividend Yield -0.53 2.57 11.54 -3.51 0.73 2.21 22.98 26.25 14.58 14.69
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 -0.64 2.4 12.41 -0.75 4.08 -2.76 20.58 26.52 17.33 7.94
Equity: Sectoral-FMCG -1.85 -0.65 6.77 -1.39 -0.88 -2.94 12.64 15.56 12.14 15.83
Equity: Thematic-MNC -0.56 3.88 12.15 -4.7 -2.21 -3.18 15.27 17.62 10.2 12.55
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