MUTUAL FUND BENCHMARK RETURNS MONITOR

Benchmark Name	1-Week Ret (%)	1-Month Ret (%)	3-Months Ret (%)	6-Months Ret (%)	YTD Ret (%)	1-Yr Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Nifty Capital Markets TRI	-3.68	-1.81	37.59	17.46	13.41	63.12	54.54	40.26	-	29.08
NIFTY RURAL TRI	0.28	2.52	10.86	40.31	41.5	32.17	30.12	27.74	14.6	15.85
Nifty Financial Services Ex-Bank TRI	-2.4	-0.4	17.03	18.57	20.53	21.49	27.24	23.24	16.27	19.95
S&P GLOBAL AGRIBUSINESS INDEX	0.2	3.49	22.56	15.89	15.21	21.13	3.72	12.98	6.33	5.8
NIFTY INDIA INTERNET TRI	-0.15	-1.42	18.9	-0.69	-6.08	18.74	28.59	-	-	8.7
BSE Healthcare	0.64	2.99	11.17	-1.3	-1.68	16.94	26.18	22.16	10.19	15.43
Nifty Financial Services TRI	-0.39	1.01	11.79	17.0	15.62	15.6	19.54	20.41	14.46	17.82
MSCI ACWI TRI	0.41	3.14	22.54	8.38	9.28	15.33	17.77	14.24	11.6	12.37
NASDAQ 100 TRI	1.22	4.46	31.8	7.31	8.49	14.87	27.56	20.42	22.74	13.5
NIFTY Healthcare TRI	0.72	3.55	10.18	-0.95	-2.06	13.65	24.39	20.97	8.86	15.09
BSE Financials Ex-Banks 30 Index	-1.58	0.7	14.89	14.15	15.77	12.34	23.82	2.17	2.17	2.17
S&P GLOBAL 1200	0.49	2.87	22.39	6.5	7.29	11.86	14.32	12.39	10.42	8.37
BSE Financial Services	-0.72	0.85	13.79	14.29	12.6	11.48	19.44	19.7	12.2	13.73
Nifty Services Sector TRI	0.01	2.4	12.81	9.04	8.06	10.96	16.47	20.08	13.48	16.06
Nifty Bank TRI	-0.34	1.52	13.9	15.44	13.12	10.01	18.65	21.26	12.65	18.7
Nifty Pharma TRI	0.64	2.43	9.0	-3.27	-4.92	9.97	22.18	18.24	6.72	14.47
NIFTY TOP 15 EQUAL WEIGHT TRI	0.34	1.77	12.04	8.45	9.88	8.75	17.79	21.66	12.98	14.38
Nifty India Digital TRI	0.15	2.42	18.13	-2.59	-4.62	8.68	22.39	24.24	12.17	12.99
BSE India Financials Bond Index	0.1	1.05	2.16	4.45	3.27	8.46	6.75	8.3	8.75	8.8
Nifty Private Bank TRI	-0.15	1.72	12.87	15.73	14.25	8.41	17.83	18.42	11.41	18.84
BSE India Corporate Bond Index	0.09	1.07	2.15	4.52	3.34	8.35	6.75	8.27	8.73	8.76
NIFTY INDIA TOURISM TRI	-0.13	1.68	6.9	3.99	1.84	8.27	26.76	32.45	15.83	12.31
NIFTY TOP 10 EQUAL WEIGHT TRI	0.27	2.41	12.79	8.04	8.05	7.7	16.05	19.72	14.53	14.19
BSE India Bond Index	0.17	1.46	2.03	5.29	4.17	7.49	5.99	7.41	8.41	8.74
NIFTY TOP 20 EQUAL WEIGHT TRI	0.24	1.85	11.79	5.14	6.96	7.45	18.63	22.31	13.26	13.77
BSE India Government Bond Index	0.18	1.51	2.0	5.4	4.28	7.38	5.85	7.32	8.38	8.12
Nifty India Defence TRI	-0.74	-0.84	44.59	38.94	36.68	7.29	82.09	64.75	-	36.75
BSE India 10 Year Sovereign Bond	0.15	1.91	2.41	5.76	4.54	7.26	5.86	6.93	7.43	6.42
NIFTY500 LOW VOLATILITY 50 TRI	0.05	2.5	12.41	8.93	10.28	6.96	23.31	23.27	15.7	18.24
Nifty 100 ESG Sector Leaders TRI	0.08	2.35	14.43	9.27	9.12	6.63	17.49	19.4	13.26	14.89
BSE Bankex	-0.15	0.76	10.43	13.08	10.9	6.57	16.55	20.18	11.68	19.33
Nifty Low Volatility 50 TRI	0.41	2.44	10.98	7.29	8.33	6.53	20.19	21.33	14.66	17.96
BSE Teck	0.26	4.7	16.15	-4.17	-3.56	6.21	12.47	18.97	12.23	7.38
NIFTY 50 TRI	-0.04	2.31	13.85	8.57	8.77	6.21	17.66	20.42	13.18	14.02
Nifty 100 Low Volatility 30 TRI	0.76	3.12	11.68	5.68	6.58	6.17	19.16	20.92	14.44	17.9
Nifty India Consumption TRI	-0.26	1.7	11.12	4.35	4.4	5.88	19.35	20.56	14.01	14.82
NIFTY 50 Equal Weight TRI	-0.33	2.43	13.77	8.63	9.49	5.46	21.6	25.56	13.59	14.42
Nifty IT TRI	0.39	4.53	18.16	-9.46	-8.84	5.43	13.63	22.6	15.76	15.27
NIFTY Midcap 50 TRI	-0.42	1.3	19.48	7.18	5.29	5.42	30.73	32.55	18.77	15.42
NIFTY SMALLCAP 50 TRI	-0.54	2.27	23.23	5.24	2.48	5.38	33.2	33.25	12.55	12.73
NIFTY MIDCAP 100 TRI	-0.53	0.77	19.42	5.89	4.17	4.98	29.86	32.18	17.25	21.49
NIFTY 100 ESG TRI	0.05	2.03	14.05	7.11	7.3	4.78	17.18	20.53	13.99	13.41
BSE Sensex	0.02	1.85	12.78	7.12	7.13	4.69	15.39	18.17	11.7	15.11
NIFTY INDIA NEW AGE CONSUMPTION TRI	-1.12	0.3	15.35	0.4	-0.5	4.68	26.18	27.8	13.65	13.89
NIFTY NON-CYCLICAL CONSUMER TRI	-0.2	1.33	8.36	2.06	1.17	4.33	18.99	19.86	14.71	16.01
NIFTY 200 TRI	-0.16	1.88	14.66	7.39	6.83	4.18	19.64	22.04	13.83	14.63
BSE SENSEX 50	-0.09	2.11	13.38	7.24	7.23	4.17	16.13	18.98	-	14.42
NIFTY GROWTH SECTORS 15 TRI	1.2	3.37	14.11	-2.21	-0.49	4.15	14.48	18.42	10.11	17.74
NIFTY 100 TRI	-0.08	2.11	13.73	7.71	7.4	4.03	17.99	20.52	13.29	17.2
NIFTY LARGE MIDCAP 250 TRI	-0.18	1.52	16.48	6.6	5.69	3.82	23.37	25.93	16.0	16.29
BSE 100	-0.11	1.95	13.44	7.02	6.74	3.75	17.4	19.91	12.17	15.86
NIFTY 500 TRI	-0.15	1.93	15.52	6.64	5.95	3.6	20.6	23.09	14.27	12.6
NIFTY500 QUALITY 50 TRI	-0.15	1.41	21.81	4.4	2.77	3.51	24.71	24.52	14.7	17.88
NIFTY TOTAL MARKET TRI	-0.16	1.93	15.71	6.27	5.59	3.51	21.05	23.56	14.48	15.1
NIFTY MIDCAP 150 TRI	-0.27	0.99	19.23	5.31	3.81	3.35	28.63	31.26	18.5	17.8
Nifty Infrastructure TRI	0.33	4.45	17.13	12.57	12.46	3.34	27.75	26.82	12.69	12.39
NIFTY500 MULTICAP 50:25:25 TRI	-0.22	1.88	17.19	5.73	4.76	3.25	23.61	26.73	15.52	16.31
BSE LargeCap	-0.11	1.88	13.32	7.22	6.93	2.97	16.09	19.01	11.72	12.22
BSE 200	-0.13	1.75	13.82	6.44	5.95	2.6	18.06	20.75	12.67	13.85
BSE 250 LargeMidCap Index	-0.1	1.74	14.08	6.32	5.76	2.29	18.17	20.87	-	13.29
BSE LargeMidCap	-0.12	1.8	14.02	6.36	5.79	2.17	17.97	20.47	12.44	12.79
BSE AllCap	-0.11	1.85	15.15	5.28	4.64	1.99	19.57	22.29	13.12	12.76
BSE 500	-0.12	1.82	14.78	5.84	5.14	1.98	18.87	21.6	12.93	14.63
BSE SENSEX Next 50	-0.18	1.3	13.69	6.13	4.72	1.93	23.65	24.46	12.77	13.63
NIFTY Midcap150 Quality 50 TRI	0.44	1.28	19.95	4.67	3.0	1.16	18.39	21.1	15.16	18.93
NIFTY MICROCAP 250 TRI	-0.28	2.05	20.69	-2.92	-3.43	1.1	36.74	44.62	21.47	18.26
NIFTY500 MULTICAP INDIA MANUFACTURING 50:30:20 TRI	0.35	2.58	18.31	5.12	4.57	1.06	25.75	30.3	14.78	15.8
BSE Low Volatility Index	0.72	2.88	12.06	5.91	6.7	1.03	17.84	18.56	-	13.72
BSE Small Cap	-0.07	2.09	21.42	-0.19	-1.13	0.97	28.62	33.67	17.0	20.63
BSE Midcap Select Index	-0.26	2.18	18.62	0.09	-2.47	0.84	22.99	24.96	14.09	14.08
NIFTY 100 Equal Weight TRI	-0.31	1.77	13.82	6.93	6.33	0.83	21.44	23.57	13.57	18.64
NIFTY500 EQUAL WEIGHT TRI	-0.13	1.49	19.74	4.04	2.96	0.79	27.28	30.22	15.37	15.61
NIFTY SMALLCAP 250 TRI	-0.43	2.35	22.09	1.49	-0.19	0.69	29.39	34.18	16.14	16.57
NIFTY SMALLCAP 100 TRI	-0.83	1.75	22.94	3.13	0.91	0.65	30.33	32.47	14.36	15.98
NIFTY 200 Quality 30 TRI	0.91	2.48	14.74	2.93	2.64	0.62	17.25	19.42	13.49	18.26
Nifty Quality Low Volatility 30 TRI	0.97	1.48	9.59	2.51	3.42	0.51	15.12	18.23	11.95	16.93
BSE 150 MidCap Index	-0.1	1.02	17.42	3.46	1.87	0.44	26.67	29.61	1.9	1.91
NIFTY500 MULTICAP INFRASTRUCTURE 50:30:20 TRI	0.31	3.23	17.02	7.97	6.94	-0.01	28.36	30.35	16.38	15.6
BSE Mid Small Cap Index	-0.11	1.77	19.44	1.06	-0.27	-0.12	27.99	31.09	16.39	14.04
NIFTY SMALLCAP250 QUALITY 50 TRI	0.01	1.26	22.07	-1.01	-3.36	-0.2	27.65	34.64	19.4	19.93
NIFTY 100 Quality 30 TRI	0.87	2.15	13.04	3.28	3.61	-0.25	17.36	19.25	12.17	13.37
Nifty Housing TRI	0.53	2.23	12.26	8.14	5.81	-0.79	19.31	24.82	15.06	14.35
BSE IT	0.39	3.64	16.83	-12.18	-11.6	-0.84	9.85	19.48	13.89	14.76
Nifty PSU Bank TRI	-1.79	0.33	14.71	13.17	9.62	-0.96	40.73	37.63	8.65	11.13
BSE 250 SmallCap Index	-0.3	2.43	21.5	1.44	-0.37	-0.98	27.38	32.09	-	13.1
BSE Mid Cap	-0.15	1.41	17.35	2.42	0.65	-1.32	27.31	28.23	15.7	19.4
Nifty India Manufacturing TRI	0.17	1.95	18.55	6.33	5.79	-1.4	25.65	27.96	13.93	15.6
NIFTY 50 Value 20 TRI	0.32	1.15	9.79	-2.4	-2.21	-1.5	17.84	22.91	15.49	19.09
NIFTY200 VALUE 30 TRI	0.01	2.46	12.36	9.16	7.96	-1.72	39.14	39.1	17.16	16.72
NIFTY COMMODITIES TRI	0.84	4.19	13.4	12.07	11.82	-2.3	22.39	27.18	15.2	12.76
BSE Enhanced Value Index	0.65	3.04	15.64	10.36	10.22	-2.37	37.09	37.02	-	16.44
NIFTY DIVIDEND OPPORTUNITIES 50 TRI	0.56	1.76	10.56	-0.42	-0.74	-2.57	23.45	24.44	14.61	13.53
Nifty Metal TRI	-0.45	1.46	19.82	12.25	10.34	-2.7	26.38	37.85	18.34	13.17
NIFTY Midcap 150 Moment 50 TRI	-1.28	-0.23	18.62	-0.2	-2.21	-2.88	30.59	35.26	22.44	23.88
Nifty Transportation & Logistics TRI	0.31	1.21	19.5	5.5	4.86	-3.13	27.76	30.72	14.12	18.29
Nifty 50 Shariah TRI	-0.09	1.88	8.58	-3.87	-3.62	-3.26	-12.67	2.87	2.15	9.55
Nifty FMCG TRI	1.87	-0.31	3.18	-1.08	-0.78	-3.42	12.57	14.73	12.47	16.5
NIFTY 500 VALUE 50 TRI	-0.16	2.54	13.78	7.41	7.18	-3.48	38.26	39.42	17.55	16.96
NIFTY OIL & GAS TRI	1.77	5.43	19.87	9.63	12.95	-3.7	19.21	21.69	16.9	15.42
BSE 500 SHARIAH	0.18	2.49	16.65	0.99	1.26	-3.71	13.78	18.93	12.02	14.8
BSE FMCG	1.6	-0.24	3.94	-1.76	-1.67	-3.8	11.17	12.45	10.11	12.08
Nifty Alpha Low-Volatility 30 TRI	0.02	1.82	11.26	1.5	0.16	-4.02	21.45	21.37	15.34	19.24
Nifty 500 Shariah TRI	0.23	1.76	13.49	-2.13	-2.68	-4.41	15.53	20.93	14.0	12.68
NIFTY INDIA SELECT 5 CORPORATE GROUPS TRI	-0.39	3.66	18.54	6.44	6.42	-4.51	17.49	30.58	19.04	20.69
Nifty Alpha Quality Low Volatility 30 TRI	0.87	1.66	12.0	0.99	0.43	-4.62	20.95	21.45	14.79	18.34
Nifty Auto TRI	0.33	1.03	18.91	2.51	4.92	-4.87	26.35	28.76	12.3	17.37
NIFTY MNC TRI	0.7	1.74	14.65	3.58	4.28	-4.91	17.36	18.02	12.71	13.31
NIFTY CPSE Total Return Index	-0.07	1.33	12.14	9.37	10.3	-5.26	43.98	40.09	14.44	15.68
Nifty Next 50 TRI	-0.31	1.18	13.2	3.87	1.45	-5.8	22.28	22.13	14.21	20.77
BSE Quality Index	-0.82	1.69	17.34	4.59	4.52	-6.31	21.12	21.04	-	14.07
BSE Bharat 22 Index	0.1	0.69	9.26	2.23	1.37	-6.66	28.88	29.19	-	12.07
NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100 TRI	-0.83	-0.52	20.93	0.57	-1.4	-6.78	27.13	30.15	18.91	22.88
NIFTY IPO	-1.28	1.41	17.94	-7.18	-7.87	-6.92	15.32	14.03	-	9.48
NIFTY PSE TRI	0.73	1.95	12.22	8.12	7.7	-7.68	41.47	36.19	14.81	13.78
NIFTY200 ALPHA 30 TRI	-1.54	0.71	18.53	-0.12	-2.97	-9.87	32.56	29.6	20.35	18.63
BSE PSU	-0.12	0.58	13.17	7.36	6.09	-10.0	34.96	32.01	10.03	12.0
NIFTY SMALLCAP250 MOMENTUM QUALITY 100 TRI	-0.85	0.98	19.81	-2.25	-4.21	-10.12	24.81	32.44	19.32	22.74
Nifty Alpha 50 TRI	-1.72	-0.77	19.75	-3.34	-6.13	-10.15	26.09	31.09	20.11	21.3
NIFTY HIGH BETA 50 TRI	-1.03	0.52	19.13	10.58	8.46	-10.53	29.73	29.76	10.34	7.66
Nifty EV and New Age Automotive TRI	0.32	-0.26	18.66	-0.95	-0.79	-10.98	23.54	34.95	-	17.05
Nifty Realty TRI	-0.18	-5.51	23.52	-3.53	-6.63	-11.61	34.12	37.39	18.93	0.45
NIFTY500 MULTICAP MOMENTUM QUALITY 50 TRI	-0.76	1.13	22.28	-0.89	-3.22	-11.83	27.16	27.45	18.27	21.94
Nifty Energy TRI	0.37	1.94	14.95	4.82	4.73	-12.94	15.97	22.5	17.6	18.45
Nifty 200 Momentum 30 TRI	-1.5	0.45	18.43	-1.16	-3.92	-12.99	24.37	24.64	18.18	19.83
Nifty Media TRI	0.58	2.1	16.3	-4.21	-3.96	-14.07	-3.09	5.55	-1.61	3.93
BSE POWER	0.11	1.4	8.47	2.68	-0.7	-14.15	18.09	34.27	12.97	9.88
BSE India Infrastructure Index	-0.66	-0.45	11.88	1.94	0.2	-14.21	32.85	33.83	12.91	12.07
NIFTY500 MOMENTUM 50 TRI	-2.0	-0.46	19.48	-2.53	-5.49	-15.23	26.94	30.28	19.26	22.87

Investor may know that each Mutual Fund Scheme follow a Benchmark. A Benchmark is nothing but a standard against which the performance of a mutual fund scheme or fund manager can be measured. Generally, broad market indices, Stock market indices and bond indexes are used for the purpose of benchmarking. Mutual Fund Benchmark Returns tool provides returns of each Mutual Fund Benchmark across 1 week, 1 month, 3 month, 6 month, YTD (year till date), 1 year, 3 year, 5 year, 10 year and since launch periods. Using the sorting button provided in respective return period columns, you can find out which Benchmark gave the best return in the sorted period If sorted, the order of Benchmarks change basis the highest returns to lowest returns generated by the respective Benchmarks in the chosen period. Very helpful tool to find how each mutual fund Benchmarks returns vary differently in different time periods. This helps grow conviction as to why investor should spread investments across various mutual fund Schemes which follow different Benchmarks for portfolio diversification and asset allocation purposes based on investors risk taking appetite and time horizon of investments. The mutual fund Benchmark returns are shown in XIRR percentage terms.

Advisorkhoj develops innovative mutual fund research tools and Calculators that may help you in your investments. Mutual Fund Distributors who wish to display MF Research and calculators on their website may write to sales@advisorkhoj.com for APIs.

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