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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 Metal TRI -3.88 4.31 5.45 24.52 79.3 147.37 22.72 19.98 - 16.74
Nifty PSU Bank TRI 6.41 24.03 21.53 43.92 68.16 128.12 4.63 -1.15 0.36 7.82
S&P BSE ENHANCED VALUE INDEX TRI -0.49 8.94 16.91 36.23 71.23 127.85 24.23 12.83 10.91 12.56
Nifty Realty TRI 2.18 -0.07 31.2 64.58 64.81 125.91 36.55 20.52 8.3 -3.77
Nifty Alpha 50 1.66 7.18 20.4 37.46 32.76 120.14 26.69 26.45 22.11 21.78
Nifty High Beta 50 3.35 9.42 6.86 36.92 29.23 117.45 1.16 8.2 0.84 5.19
Nifty 500 value 50 2.68 11.92 10.46 50.08 40.76 104.99 6.04 12.54 9.08 14.03
S&P BSE India Infrastructure Index TRI -1.02 5.49 16.36 29.31 52.11 96.02 8.82 4.51 8.22 3.63
S&P BSE PSU TRI 0.23 10.13 16.05 35.03 54.33 93.8 0.07 -1.71 0.71 3.08
NIFTY SMALLCAP 250 TRI -0.7 2.57 5.96 33.22 58.49 90.62 26.8 14.33 16.03 16.04
S&P BSE SmallCap TRI -1.19 1.95 7.74 32.68 57.67 89.09 21.38 13.12 14.31 9.63
S&P BSE 250 SmallCap TRI -0.9 2.83 5.92 32.23 54.78 87.06 18.61 10.71 11.43 9.62
NIFTY SMALLCAP 100 TRI -1.59 1.85 6.01 30.51 56.75 86.94 25.49 12.77 13.61 13.57
NIFTY COMMODITIES TRI -1.31 4.47 10.92 27.61 56.24 85.57 23.54 15.83 - 10.84
NIFTY SMALLCAP 50 TRI -2.75 0.46 2.47 27.11 53.34 83.61 26.2 9.98 11.62 11.94
NIFTY MIDCAP 100 TRI -1.11 3.24 13.7 30.11 50.55 82.45 25.35 15.95 17.33 21.8
S&P BSE BHARAT 22 TRI -1.64 5.63 14.94 30.31 42.49 79.45 -1.33 0.9 6.15 8.31
NIFTY MIDCAP 150 TRI -1.16 2.82 12.07 28.18 48.63 78.72 27.49 18.35 19.58 17.42
Nifty IT TRI -3.32 -1.09 19.41 39.62 48.78 71.92 39.81 31.29 21.33 17.14
S&P BSE MidCap TRI -1.25 1.57 11.85 26.18 42.63 71.13 15.98 10.73 14.41 10.26
NIFTY 50 Equal Weight TRI -0.72 2.08 14.09 25.68 40.15 70.91 23.52 15.1 13.33 14.39
Nifty Energy TRI -0.81 9.9 27.35 36.37 46.19 68.25 24.45 22.05 13.61 19.32
NIFTY LARGE MIDCAP 250 TRI -0.75 2.3 13.62 26.7 40.11 66.81 25.31 17.87 17.49 16.49
Nifty 200 Momentum 30 2.77 6.57 18.26 36.22 27.82 66.54 19.06 23.13 20.77 20.65
NIFTY 100 Equal Weight TRI -0.9 0.98 11.49 24.44 37.58 65.64 22.17 14.38 14.99 19.56
Nifty Bank TRI 3.43 7.08 17.59 25.31 31.21 65.61 19.05 16.37 16.46 19.87
Nifty Infrastructure TRI -1.07 2.47 17.08 28.15 42.55 65.49 24.11 14.32 8.58 11.04
S&P BSE BANKEX TRI 3.84 7.21 18.25 25.75 30.19 64.64 14.36 12.94 14.81 16.59
S&P BSE INFORMATION TECHNOLOGY TRI -3.6 -1.9 12.99 30.72 42.58 62.6 27.04 23.45 18.61 17.25
S&P BSE Finance TRI 2.46 4.41 16.22 25.29 29.12 62.43 20.62 15.86 16.48 12.35
Nifty Midcap 150 Quality 50 0.88 6.97 7.21 23.0 17.27 62.31 15.51 18.96 17.9 20.23
Nifty Financial Services TRI 2.89 4.27 18.1 25.68 28.89 62.24 24.43 20.05 18.46 19.46
S&P BSE MIDCAP SELECT TRI -1.07 1.09 10.44 24.53 35.44 61.08 13.38 9.79 16.34 13.97
NIFTY 500 TRI -0.47 2.03 14.06 26.14 35.7 60.54 23.88 17.1 15.47 17.29
Nifty Services Sector TRI 0.6 2.13 17.22 26.31 31.75 60.44 24.87 19.81 16.61 17.27
S&P BSE Allcap TRI -0.56 1.93 13.4 25.56 35.33 60.12 15.72 12.26 13.15 10.24
S&P BSE Sensex Next 50 TRI -1.18 0.9 10.01 22.74 32.4 59.97 10.82 7.48 12.64 11.79
Nifty Media TRI -1.98 4.56 31.5 49.34 39.84 59.51 0.01 -3.73 7.95 6.55
S&P BSE 250 Large MidCap TRI -0.47 1.93 14.59 25.6 34.72 59.22 24.03 17.51 15.74 13.66
S&P BSE 500 TRI -0.57 1.91 13.67 25.13 34.55 59.02 16.06 12.64 13.27 12.17
NIFTY 50 Value 20 TRI -2.39 -0.95 11.97 23.29 34.63 58.7 26.57 21.81 16.91 21.03
NIFTY 200 TRI -0.43 1.98 14.96 25.77 33.98 58.39 23.33 17.09 15.32 15.09
S&P BSE Teck TRI -3.23 -2.07 15.89 29.82 38.95 58.38 24.13 19.39 15.38 12.82
Nifty 100 Alpha 30 4.4 11.45 18.99 27.89 21.47 58.37 18.87 21.64 18.63 17.5
NIFTY DIVIDEND OPPORTUNITIES 50 TRI -2.3 -0.08 11.07 24.77 34.35 57.43 18.72 15.03 12.94 12.66
NIFTY 100 ESG TRI -0.91 0.11 14.03 26.43 34.21 57.18 26.48 19.7 16.84 14.42
S&P BSE 200 TRI -0.47 1.91 14.47 24.54 32.82 56.93 15.83 12.75 13.29 12.26
Nifty Next 50 TRI -1.31 -0.43 9.45 23.49 32.1 56.63 20.08 14.35 17.28 22.0
S&P BSE LargeMidCap TRI -0.46 1.93 14.43 24.4 32.13 56.03 14.78 12.11 12.89 10.21
NIFTY 100 TRI -0.33 1.79 15.15 25.15 31.82 55.34 23.0 17.15 15.21 18.42
Nifty 500 Shariah TRI -1.73 -2.04 8.38 22.9 34.47 55.03 27.08 18.93 17.22 13.35
NIFTY 50 TRI -0.2 2.11 15.96 25.33 31.67 55.02 23.44 17.59 14.75 14.55
S&P BSE 100 TRI -0.43 1.8 14.7 24.21 30.72 54.18 14.95 12.47 12.72 9.99
S&P BSE LargeCap TRI -0.32 1.99 14.89 24.09 30.48 53.71 14.58 12.33 12.29 9.83
Nifty Private Bank TRI 2.89 5.62 16.53 21.13 22.53 53.67 15.52 14.45 17.98 21.16
S&P BSE SENSEX 50 TRI -0.32 1.9 15.46 24.4 30.34 53.17 15.06 13.03 12.74 10.23
Nifty Growth Sector 15 1.22 5.72 6.16 15.08 7.14 53.11 5.03 8.1 14.16 19.28
S&P BSE 500 SHARIAH TRI -2.1 -1.54 9.79 22.67 32.51 52.01 20.28 14.79 15.32 16.6
S&P BSE SENSEX TRI -0.19 1.77 16.29 24.92 28.05 50.89 8.35 9.26 10.51 8.55
Nifty Low Volatility 50 0.82 7.51 9.24 19.57 13.68 49.8 16.07 15.41 15.17 18.51
Nifty 100 Quality 30 1.07 7.97 5.28 15.12 7.51 49.48 - - - 11.45
Nifty Alpha Quality Low Volatility 30 1.62 6.67 8.39 16.98 8.73 46.29 13.27 15.79 17.51 18.84
Nifty Auto TRI -0.85 5.85 13.14 18.45 25.36 45.33 11.43 4.05 12.62 16.21
Nifty 200 Quality 30 1.17 7.96 6.28 15.82 7.44 44.95 13.73 14.8 15.65 19.26
Nifty Quality Low Volatility 30 1.05 7.75 7.06 15.64 8.42 44.77 12.59 12.87 15.62 17.98
Nifty Alpha Low Volatility 30 1.45 6.38 11.32 18.37 11.13 44.01 11.27 16.39 18.26 19.94
Nifty India Consumption TRI -1.86 -2.47 11.69 22.1 22.31 42.3 18.39 14.64 - 16.11
Nifty 100 low volatility 30 TRI -1.32 -1.58 9.01 20.75 25.62 41.82 21.0 16.79 16.67 18.92
S&P GLOBAL AGRIBUSINESS INDEX TRI -0.54 2.46 5.76 -0.46 17.74 37.63 2.38 4.03 4.01 2.67
NIFTY MNC TRI -2.01 -1.49 7.64 19.69 22.71 34.37 16.62 14.78 16.4 14.13
Nifty FMCG TRI -1.68 -4.15 7.38 15.98 16.34 32.32 13.35 14.39 15.69 15.31
S&P GLOBAL 1200 0.13 1.85 2.64 5.71 16.07 31.07 -1.14 3.53 6.19 4.47
S&P BSE Healthcare TRI -0.56 -2.12 -1.42 8.63 16.96 28.94 18.15 7.33 14.67 13.74
Nifty Pharma TRI -0.59 -0.44 0.79 6.42 9.84 23.25 16.46 4.78 12.31 14.58

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 that may help you in your mutual fund investments. Mutual Fund Distributors wanting to display Mutual Fund Research on their website may write to pradip@advisorkhoj.com for APIs. We would be happy to get your feedback, suggestions. Please leave your comments below.

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