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Mutual Fund Benchmark Monitor

Benchmark
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 (%)
S&P BSE INFORMATION TECHNOLOGY TRI -0.68 3.64 14.77 31.1 40.52 57.59 13.95 17.24 17.79 16.34
Nifty IT TRI 0.06 6.21 16.55 31.08 39.76 53.75 13.28 16.69 17.81 14.94
S&P BSE Teck TRI -0.76 2.33 10.82 21.29 23.1 38.34 10.21 13.69 12.22 11.33
NIFTY 50 Value 20 TRI -0.8 -0.67 10.9 19.14 15.08 25.27 16.69 16.2 - 21.06
Nifty FMCG TRI -1.1 -5.72 6.74 18.97 14.95 20.56 17.83 12.22 20.41 16.19
Nifty Energy TRI -0.86 1.79 12.78 16.99 10.56 17.65 28.1 16.25 8.29 19.5
S&P BSE Healthcare TRI -0.43 5.74 11.95 19.03 7.71 16.0 -2.55 11.84 15.83 14.11
S&P BSE SENSEX TRI -1.57 -2.1 5.65 13.69 10.09 15.88 13.77 14.0 11.79 9.83
S&P BSE 500 SHARIAH TRI -0.78 -0.94 5.83 11.28 5.57 15.31 11.4 17.25 - 17.13
Nifty 100 low volatility 30 TRI -0.52 -0.29 5.91 13.43 10.22 15.02 15.28 18.08 17.2 19.53
NIFTY 100 ESG TRI -1.03 -1.68 6.03 14.63 9.97 14.65 14.99 16.85 - 12.08
Nifty Services Sector TRI -1.41 -3.21 3.99 12.34 10.0 14.12 14.16 16.76 12.99 16.81
Nifty Pharma TRI 0.73 8.03 13.6 23.49 9.29 13.16 -5.87 8.2 13.9 15.25
S&P BSE SENSEX 50 TRI -1.25 -2.05 5.23 12.3 8.3 12.85 14.23 14.88 12.3 10.16
NIFTY 50 TRI -1.18 -1.96 5.41 12.38 8.01 12.24 13.55 14.34 11.56 13.97
NIFTY DIVIDEND OPPORTUNITIES 50 TRI 0.23 0.08 5.15 10.13 6.51 11.64 16.83 14.47 15.23 12.37
S&P BSE LargeCap TRI -1.17 -1.89 5.16 11.83 7.03 11.2 13.72 14.61 11.86 9.82
S&P GLOBAL 1200 1.28 1.99 3.64 3.93 4.98 11.15 13.33 9.4 8.19 7.17
Nifty India Consumption TRI -0.94 -5.4 0.78 8.31 -0.26 10.86 15.36 16.04 - 17.51
NIFTY 100 TRI -1.15 -2.0 4.86 11.15 5.96 10.58 13.94 15.55 12.52 18.58
S&P BSE 100 TRI -1.12 -1.84 5.11 11.07 5.66 10.29 13.96 15.24 12.11 9.91
S&P BSE 200 TRI -1.2 -2.07 4.59 10.1 4.19 9.52 14.3 16.43 12.57 12.68
S&P BSE LargeMidCap TRI -1.2 -1.98 4.58 10.09 4.35 9.44 14.11 15.86 12.51 10.29
NIFTY 200 TRI -1.15 -2.13 4.53 9.92 3.85 9.34 14.14 16.21 12.35 14.53
S&P BSE 250 Large MidCap TRI -1.22 -2.15 4.37 9.62 3.73 9.31 14.49 16.74 12.73 12.23
S&P BSE 500 TRI -1.2 -2.18 3.87 8.27 2.0 8.06 14.43 16.94 12.53 12.55
NIFTY 500 TRI -1.17 -2.18 3.9 8.27 1.7 7.95 14.29 16.92 12.45 17.16
Nifty Financial Services TRI -2.09 -5.52 0.71 9.1 5.39 7.59 16.79 19.73 16.52 19.16
S&P BSE Allcap TRI -1.18 -2.2 3.6 7.52 0.94 7.37 14.38 17.0 12.52 10.16
NIFTY LARGE MIDCAP 250 TRI -1.25 -2.48 3.31 6.44 -1.4 6.86 15.97 20.68 14.52 15.86
Nifty Private Bank TRI -1.42 -6.11 1.08 9.76 6.77 6.82 17.32 22.93 20.81 23.43
S&P BSE BANKEX TRI -2.08 -6.93 0.93 8.88 3.04 5.4 14.84 19.46 16.64 18.45
Nifty Bank TRI -2.02 -6.51 0.19 8.82 3.31 5.36 15.49 19.61 16.47 20.6
Nifty 500 Shariah TRI 0.17 -1.45 3.09 4.78 -4.04 4.77 14.16 17.64 13.07 11.4
NIFTY MNC TRI -0.75 -4.91 -0.08 3.35 -3.42 4.36 15.62 20.45 17.65 14.52
Nifty Metal TRI 1.67 8.9 8.42 5.88 -3.17 4.18 31.41 14.24 - 16.38
NIFTY 50 Equal Weight TRI -0.15 -0.83 3.79 8.24 1.16 4.0 11.34 13.43 11.32 13.99
NIFTY MIDCAP 150 TRI -1.35 -2.97 -4.0 1.76 -8.55 2.84 17.61 25.55 16.62 16.67
Nifty Next 50 TRI -0.93 -2.27 1.86 4.34 -4.64 2.1 15.87 22.15 17.49 23.63
S&P GLOBAL AGRIBUSINESS INDEX TRI 1.52 3.64 1.85 0.13 -3.04 1.38 8.43 5.38 6.47 3.37
S&P BSE BHARAT 22 TRI -0.82 -0.59 4.14 3.92 -3.27 1.21 11.92 14.24 12.06 12.43
NIFTY MIDCAP 100 TRI -1.18 -3.09 2.15 0.97 -10.2 -0.48 15.14 22.64 14.99 22.43
S&P BSE MidCap TRI -1.36 -2.53 0.99 0.15 -10.18 -0.56 15.53 24.11 13.28 10.19
NIFTY COMMODITIES TRI 1.16 3.66 6.79 3.36 -5.23 -0.87 20.33 14.24 - 7.96
S&P BSE SmallCap TRI -1.1 -3.45 -1.65 -5.1 -14.91 -3.07 15.51 25.15 11.49 8.39
S&P BSE MIDCAP SELECT TRI -0.63 -1.92 1.82 -2.06 -12.56 -3.97 15.89 21.82 15.89 15.46
Nifty Auto TRI -1.54 -3.22 -4.25 -1.63 -11.52 -4.85 11.3 17.76 21.69 18.98
Nifty Infrastructure TRI -0.95 2.6 0.99 -3.08 -11.61 -5.7 4.26 8.31 0.24 9.44
S&P BSE 250 SmallCap TRI -0.97 -2.58 -2.29 -6.84 -16.39 -6.0 14.32 21.14 9.91 9.17
NIFTY SMALLCAP 250 TRI -1.01 -2.61 -2.31 -7.85 -18.68 -8.26 12.98 24.79 12.42 15.52
S&P BSE India Infrastructure Index TRI 0.68 0.62 -2.06 -8.93 -16.96 -8.33 11.24 11.59 6.54 3.54
NIFTY SMALLCAP 100 TRI -1.47 -4.43 -3.12 -8.08 -19.69 -9.24 13.32 21.74 - 12.78
Nifty Realty TRI 0.2 -6.44 -7.96 -15.2 -25.31 -11.06 15.3 8.39 -6.6 -10.32
S&P BSE PSU TRI - -2.04 -1.42 -3.69 -16.16 -11.09 6.6 8.4 3.44 5.05
Nifty PSU Bank TRI -5.27 -10.57 -3.14 0.93 -22.14 -11.21 -2.39 4.26 4.12 9.38
S&P BSE ENHANCED VALUE INDEX TRI -1.14 -0.73 -0.35 -4.35 -20.45 -13.18 14.13 12.86 10.8 11.14
Nifty Media TRI -2.54 -8.28 -16.49 -19.93 -24.41 -17.11 3.77 11.98 7.65 9.06
NIFTY SMALLCAP 50 TRI -1.64 -5.2 -4.17 -11.77 -23.39 -18.35 9.35 21.09 7.55 11.26

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