Mutual Fund Benchmark 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 Financial Services TRI | 2.51 | 3.13 | -3.18 | 3.46 | 12.01 | 23.1 | 19.12 | 16.21 | 14.45 | 19.01 |
| Nifty Realty TRI | 3.44 | -5.28 | -8.95 | -8.95 | 9.84 | 21.6 | 7.84 | 7.33 | -7.72 | -9.57 |
| S&P BSE BANKEX TRI | 2.82 | 1.86 | -5.68 | -4.24 | 6.58 | 14.24 | 14.62 | 13.09 | 13.16 | 17.48 |
| Nifty Infrastructure TRI | 4.14 | 4.93 | 1.23 | 1.81 | 3.36 | 13.9 | 6.49 | 2.9 | -0.11 | 9.05 |
| Nifty Services Sector TRI | 1.82 | 0.25 | -4.04 | -1.2 | 7.69 | 13.23 | 15.32 | 11.61 | 11.65 | 16.28 |
| Nifty Bank TRI | 2.84 | 1.62 | -6.05 | -4.73 | 5.6 | 12.97 | 15.07 | 13.38 | 12.85 | 19.91 |
| Nifty Energy TRI | 2.94 | 7.17 | 3.38 | -0.92 | 12.42 | 12.45 | 18.81 | 13.41 | 7.08 | 18.57 |
| S&P BSE SENSEX TRI | 2.6 | 3.0 | -0.64 | -0.22 | 7.84 | 11.83 | 13.02 | 9.31 | 9.95 | 9.33 |
| Nifty Private Bank TRI | 2.4 | 1.96 | -5.05 | -6.5 | 4.68 | 11.48 | 15.2 | 15.33 | 17.12 | 22.06 |
| Nifty FMCG TRI | 2.35 | 8.18 | 6.57 | 2.34 | 2.51 | 10.65 | 14.6 | 11.92 | 17.36 | 15.45 |
| Nifty India Consumption TRI | 3.34 | 6.83 | 8.62 | 2.47 | 0.94 | 10.31 | 9.97 | 10.68 | - | 14.91 |
| NIFTY 50 TRI | 2.71 | 3.18 | -0.97 | -1.42 | 6.37 | 10.12 | 11.46 | 9.13 | 9.71 | 13.35 |
| S&P BSE SENSEX 50 TRI | 2.64 | 3.09 | -0.83 | -1.16 | 6.04 | 9.99 | 11.87 | 9.58 | 10.09 | 9.43 |
| S&P GLOBAL 1200 | 2.28 | -0.17 | -0.05 | 3.02 | 18.79 | 9.78 | 11.92 | 9.33 | 9.24 | 6.83 |
| S&P BSE LargeCap TRI | 2.67 | 2.75 | -1.0 | -1.79 | 5.27 | 9.39 | 10.98 | 9.0 | 9.56 | 9.05 |
| NIFTY 100 TRI | 2.72 | 3.03 | -0.85 | -1.83 | 5.04 | 9.14 | 10.74 | 9.54 | 10.13 | 17.41 |
| NIFTY 100 ESG TRI | 2.75 | 2.62 | -0.97 | -2.67 | 5.18 | 8.69 | 11.65 | 9.93 | - | 10.57 |
| S&P BSE 100 TRI | 2.56 | 2.64 | -1.43 | -2.37 | 4.12 | 8.45 | 10.49 | 9.15 | 9.67 | 9.05 |
| Nifty 100 low volatility 30 TRI | 3.38 | 3.82 | 2.98 | -0.54 | 4.18 | 8.12 | 10.92 | 11.38 | 14.17 | 18.09 |
| NIFTY 50 Value 20 TRI | 2.01 | 1.62 | 0.84 | -3.83 | 5.77 | 7.95 | 15.2 | 9.49 | 12.59 | 18.95 |
| S&P BSE LargeMidCap TRI | 2.58 | 2.66 | -1.28 | -2.77 | 3.36 | 7.9 | 9.8 | 9.43 | 9.88 | 9.3 |
| S&P BSE 200 TRI | 2.55 | 2.69 | -1.16 | -2.72 | 3.39 | 7.88 | 9.82 | 9.59 | 9.88 | 11.41 |
| S&P BSE 250 Large MidCap TRI | 2.5 | 2.66 | -1.17 | -2.86 | 3.17 | 7.59 | 9.78 | 9.69 | 10.07 | 10.97 |
| NIFTY 200 TRI | 2.5 | 2.48 | -1.59 | -3.18 | 3.05 | 7.31 | 9.66 | 9.3 | 9.65 | 13.45 |
| S&P BSE 500 TRI | 2.39 | 2.31 | -1.65 | -3.84 | 2.01 | 6.36 | 8.96 | 9.21 | 9.7 | 11.12 |
| NIFTY 500 TRI | 2.36 | 2.25 | -1.85 | -3.99 | 1.97 | 6.29 | 8.88 | 9.13 | 9.55 | 16.11 |
| S&P BSE 500 SHARIAH TRI | 2.26 | 2.5 | 3.58 | -0.75 | 3.44 | 6.09 | 8.07 | 8.64 | 10.72 | 15.16 |
| S&P BSE INFORMATION TECHNOLOGY TRI | -1.02 | -4.66 | -2.39 | -1.2 | 9.39 | 6.04 | 16.73 | 9.37 | 15.37 | 14.58 |
| NIFTY MNC TRI | 4.63 | 8.95 | 8.19 | 1.83 | -1.16 | 6.01 | 11.41 | 12.33 | 13.18 | 13.62 |
| Nifty 500 Shariah TRI | 1.83 | 1.86 | 2.68 | -1.45 | 0.83 | 5.84 | 8.14 | 9.42 | 10.64 | 10.15 |
| S&P BSE Allcap TRI | 2.34 | 2.14 | -1.85 | -4.35 | 1.23 | 5.41 | 8.41 | 8.91 | 9.59 | 8.88 |
| S&P BSE Teck TRI | 0.31 | -3.66 | -2.36 | -2.14 | 7.15 | 4.78 | 12.35 | 6.66 | 11.47 | 9.99 |
| Nifty IT TRI | -0.25 | -3.27 | -2.66 | -4.55 | 6.8 | 4.62 | 16.37 | 8.01 | 13.85 | 13.89 |
| NIFTY LARGE MIDCAP 250 TRI | 1.84 | 1.4 | -2.82 | -6.1 | -1.59 | 3.44 | 7.58 | 10.08 | 10.75 | 14.18 |
| NIFTY DIVIDEND OPPORTUNITIES 50 TRI | 1.56 | 1.14 | -0.71 | -4.99 | 0.58 | 3.38 | 9.12 | 7.45 | 11.14 | 10.8 |
| Nifty Next 50 TRI | 2.72 | 2.08 | 0.17 | -4.2 | -3.22 | 3.13 | 6.54 | 11.35 | 11.94 | 21.5 |
| S&P GLOBAL AGRIBUSINESS INDEX TRI | 2.26 | -2.73 | -2.02 | 0.69 | 13.35 | 2.08 | 6.95 | 4.57 | 6.57 | 3.12 |
| NIFTY 50 Equal Weight TRI | 3.24 | 1.8 | -3.46 | -8.32 | -1.33 | 1.19 | 4.51 | 5.21 | 7.32 | 12.98 |
| S&P BSE BHARAT 22 TRI | 1.59 | 0.82 | -6.76 | -9.19 | -3.9 | 0.98 | 4.06 | 5.25 | 7.38 | 10.61 |
| S&P BSE Sensex Next 50 TRI | 2.0 | -0.19 | -5.13 | -9.74 | -7.23 | -1.03 | 2.62 | 7.76 | 9.26 | 11.27 |
| NIFTY MIDCAP 150 TRI | 0.96 | -0.22 | -4.76 | -10.16 | -7.7 | -1.88 | 4.31 | 10.33 | 11.52 | 14.37 |
| S&P BSE MIDCAP SELECT TRI | 1.28 | 2.2 | -4.91 | -9.57 | -9.23 | -2.03 | 2.86 | 11.0 | 12.25 | 12.88 |
| S&P BSE MidCap TRI | 1.9 | 2.02 | -3.23 | -9.42 | -8.88 | -2.05 | 2.36 | 9.23 | 9.28 | 8.05 |
| S&P BSE PSU TRI | 2.51 | -0.95 | -10.64 | -11.82 | -6.26 | -2.08 | -2.1 | -0.45 | -0.98 | 3.68 |
| NIFTY COMMODITIES TRI | 4.25 | 2.87 | -5.27 | -8.22 | -1.9 | -2.39 | 4.23 | 6.22 | - | 5.27 |
| S&P BSE India Infrastructure Index TRI | 3.3 | -0.67 | -7.96 | -13.49 | -8.18 | -2.46 | 0.14 | 2.65 | 3.58 | 2.11 |
| NIFTY MIDCAP 100 TRI | 0.67 | -2.1 | -7.7 | -13.73 | -11.78 | -6.6 | 0.54 | 7.92 | 9.64 | 19.6 |
| S&P BSE ENHANCED VALUE INDEX TRI | 3.03 | -2.04 | -10.73 | -16.73 | -12.01 | -8.4 | -3.68 | -0.87 | 2.87 | 7.99 |
| S&P BSE SmallCap TRI | 0.48 | -1.72 | -6.09 | -14.79 | -12.32 | -10.09 | -0.2 | 4.64 | 6.54 | 5.42 |
| NIFTY SMALLCAP 100 TRI | 1.11 | -3.68 | -9.86 | -19.6 | -15.35 | -10.61 | -3.67 | 3.03 | 6.3 | 8.52 |
| NIFTY SMALLCAP 50 TRI | 1.92 | -3.08 | -9.84 | -20.12 | -16.94 | -10.73 | -8.16 | -0.21 | 2.35 | 8.07 |
| NIFTY SMALLCAP 250 TRI | 0.37 | -2.97 | -8.92 | -17.58 | -14.11 | -10.82 | -2.99 | 3.74 | 7.65 | 12.36 |
| S&P BSE 250 SmallCap TRI | 0.44 | -3.32 | -9.3 | -17.85 | -14.31 | -10.95 | -1.82 | 2.76 | 4.59 | 5.93 |
| Nifty Auto TRI | 4.52 | 4.45 | 1.2 | -12.65 | -15.55 | -13.63 | -8.05 | 0.94 | 11.92 | 15.38 |
| S&P BSE Healthcare TRI | 3.08 | -5.2 | -4.61 | -14.31 | -10.68 | -15.81 | -7.98 | -1.3 | 11.47 | 10.32 |
| Nifty PSU Bank TRI | 0.79 | -13.71 | -30.03 | -34.11 | -29.81 | -19.92 | -11.08 | -8.53 | -3.32 | 6.77 |
| Nifty Pharma TRI | 3.8 | -7.61 | -9.31 | -20.63 | -15.71 | -23.5 | -12.72 | -5.65 | 9.13 | 12.3 |
| Nifty Metal TRI | 5.6 | -1.92 | -14.89 | -22.99 | -22.64 | -28.32 | -0.13 | -0.12 | - | 6.24 |
| Nifty Media TRI | 0.65 | -9.04 | -15.1 | -27.91 | -31.55 | -32.37 | -15.64 | -2.3 | 2.23 | 5.29 |
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