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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 2.04 1.11 7.11 -1.77 8.47 27.14 13.17 13.93 23.54 15.33
Nifty Energy TRI 2.4 12.32 14.94 7.25 15.4 26.22 28.22 17.57 12.2 19.38
Nifty IT TRI 1.67 -0.07 7.56 -2.26 8.32 26.21 14.06 13.01 23.46 14.4
Nifty Private Bank TRI 3.18 10.47 10.48 12.99 11.08 24.51 25.37 23.59 30.5 23.59
Nifty Bank TRI 3.28 10.67 9.38 13.53 9.84 23.94 24.82 20.81 24.45 20.81
S&P BSE BANKEX TRI 3.23 10.78 9.53 12.74 9.96 23.27 24.04 20.41 24.86 18.84
NIFTY 50 Value 20 TRI 1.36 5.61 6.74 3.66 8.01 23.1 18.67 15.49 21.17 20.36
Nifty Financial Services TRI 2.67 9.46 6.54 12.66 6.67 22.67 25.27 20.97 24.59 19.41
Nifty Services Sector TRI 2.52 7.49 6.73 7.17 7.22 19.81 19.36 16.86 18.64 16.76
S&P BSE Teck TRI 1.63 1.54 6.91 -1.31 8.06 18.3 10.4 11.39 17.73 10.64
Nifty FMCG TRI -0.51 4.28 -1.46 -0.38 -0.67 18.01 17.5 12.64 21.87 15.74
S&P BSE SENSEX TRI 1.73 7.46 5.57 3.83 6.6 17.78 16.93 13.61 17.33 9.73
NIFTY 100 ESG TRI 1.54 7.28 5.92 2.09 6.68 16.48 17.22 15.23 - 11.57
NIFTY 50 TRI 1.62 7.43 5.51 2.99 6.31 15.28 16.4 13.62 16.56 13.76
S&P BSE SENSEX 50 TRI 1.49 7.23 4.87 2.5 5.66 14.74 16.9 14.09 17.89 9.92
S&P BSE LargeCap TRI 1.42 7.59 4.78 2.22 5.53 13.88 16.4 13.7 17.2 9.57
S&P BSE 100 TRI 1.32 7.63 4.29 2.04 5.06 12.92 16.57 14.18 17.69 9.64
NIFTY 100 TRI 1.38 7.62 4.58 2.0 5.38 12.91 16.54 14.44 17.58 18.1
Nifty 100 low volatility 30 TRI 0.66 4.78 0.75 -0.48 2.15 12.65 15.63 16.5 20.53 18.73
Nifty PSU Bank TRI 4.57 16.31 4.58 10.71 3.3 11.37 10.39 6.58 10.22 9.79
S&P BSE LargeMidCap TRI 1.27 7.7 3.85 1.36 4.57 11.2 16.34 14.67 17.98 9.93
S&P BSE 200 TRI 1.27 7.72 3.79 1.17 4.55 10.99 16.47 15.03 18.16 12.18
NIFTY 200 TRI 1.29 7.83 3.95 1.17 4.73 10.74 16.35 14.75 17.34 14.11
S&P BSE 250 Large MidCap TRI 1.22 7.75 3.77 0.99 4.48 10.34 16.57 15.21 18.32 11.73
Nifty Pharma TRI 1.8 7.65 4.66 -11.38 4.48 8.6 -5.35 4.0 17.23 14.04
S&P BSE 500 TRI 1.12 8.09 3.62 0.41 4.31 8.39 16.33 15.18 18.22 11.98
NIFTY 500 TRI 1.12 8.09 3.7 0.45 4.39 8.36 16.19 15.09 17.47 16.73
NIFTY DIVIDEND OPPORTUNITIES 50 TRI 1.24 6.46 2.97 -1.45 3.64 7.95 17.64 13.54 19.75 11.66
S&P BSE 500 SHARIAH TRI -0.17 4.66 0.75 -2.99 2.01 7.32 11.98 14.25 17.79 15.91
S&P BSE Allcap TRI 1.06 8.21 3.38 -0.1 4.07 7.14 16.03 15.1 18.15 9.66
S&P BSE BHARAT 22 TRI 2.03 10.98 4.43 2.68 4.35 6.93 15.27 13.27 15.82 12.09
S&P BSE Healthcare TRI 1.29 6.75 2.78 -9.85 2.62 6.83 -1.7 7.38 19.5 12.33
NIFTY 50 Equal Weight TRI 1.12 7.58 3.86 -1.47 4.48 5.97 12.57 11.39 16.27 13.6
NIFTY LARGE MIDCAP 250 TRI 0.93 8.17 2.25 -1.13 2.79 4.86 16.92 17.83 19.82 15.16
Nifty India Consumption TRI -1.32 3.97 -4.41 -3.62 -2.84 3.91 14.39 14.9 - 15.58
S&P BSE Sensex Next 50 TRI 0.26 10.16 0.76 -0.82 1.4 2.93 15.34 16.41 18.26 12.87
S&P GLOBAL 1200 1.01 1.86 13.96 -1.46 12.65 2.43 11.77 7.87 13.27 6.68
Nifty 500 Shariah TRI -0.17 6.22 -0.08 -3.12 0.48 1.08 14.12 14.86 18.0 10.62
Nifty Next 50 TRI -0.28 8.97 -1.39 -3.96 -0.59 -0.29 16.86 18.64 23.06 22.53
NIFTY COMMODITIES TRI 1.08 11.52 3.06 -5.28 3.89 -2.19 16.94 12.17 - 6.56
S&P GLOBAL AGRIBUSINESS INDEX TRI 0.77 0.06 10.2 -2.69 9.34 -2.35 6.12 3.67 10.36 2.95
S&P BSE PSU TRI 2.83 14.27 5.01 1.07 4.22 -2.39 10.32 7.91 6.47 4.91
NIFTY MIDCAP 150 TRI 0.47 8.79 0.03 -4.14 0.33 -2.72 17.04 21.02 22.29 15.68
NIFTY MNC TRI -1.6 3.43 -5.75 -5.81 -5.19 -2.96 16.63 18.47 19.94 13.8
Nifty Infrastructure TRI 0.91 9.33 0.02 0.93 0.24 -3.0 10.12 6.61 4.96 9.18
S&P BSE MidCap TRI 0.26 8.46 -2.21 -4.21 -1.63 -4.27 14.94 19.05 20.18 9.26
NIFTY MIDCAP 100 TRI 0.65 9.52 -0.68 -4.94 -0.04 -4.39 14.08 18.38 20.27 21.29
S&P BSE MIDCAP SELECT TRI -0.19 9.47 -2.75 -2.1 -1.68 -4.39 16.51 19.01 23.72 14.47
S&P BSE India Infrastructure Index TRI 1.71 12.7 4.43 0.36 4.03 -8.62 13.35 11.07 11.32 3.41
S&P BSE ENHANCED VALUE INDEX TRI 2.14 13.16 2.43 -6.7 1.5 -11.14 11.6 8.4 14.93 9.88
Nifty Realty TRI 7.69 15.99 9.01 2.92 14.18 -12.36 21.72 9.73 4.16 -9.71
S&P BSE SmallCap TRI -0.33 11.71 0.4 -8.6 0.91 -13.07 13.71 18.15 18.35 7.09
S&P BSE 250 SmallCap TRI -0.31 13.0 1.59 -7.08 1.86 -13.33 13.83 15.65 17.4 7.98
Nifty Metal TRI 0.35 8.54 -5.03 -18.25 -4.86 -14.4 20.22 8.69 - 10.85
NIFTY SMALLCAP 250 TRI -0.62 12.59 1.12 -8.01 1.29 -15.23 11.88 17.21 19.18 14.24
NIFTY SMALLCAP 100 TRI 0.31 14.73 2.25 -7.88 2.3 -15.54 12.35 15.19 - 11.16
NIFTY SMALLCAP 50 TRI 0.8 16.33 1.38 -10.13 1.71 -20.88 8.43 12.14 14.46 9.99
Nifty Auto TRI -3.67 3.99 -11.17 -19.6 -8.39 -21.36 3.76 9.94 22.62 16.62
Nifty Media TRI -1.12 3.96 -2.27 -5.57 -4.27 -24.67 2.69 7.1 14.8 8.23

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