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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 4.5 1.57 0.53 2.24 4.19 22.57 12.93 11.62 23.24 15.15
Nifty IT TRI 4.15 1.15 0.05 2.64 3.19 20.76 12.93 10.63 23.08 14.25
Nifty FMCG TRI -0.71 -0.16 6.92 5.61 0.08 13.29 18.93 14.07 21.52 15.92
S&P BSE Teck TRI 3.15 1.28 0.99 1.05 3.42 10.16 9.98 9.27 16.82 10.36
NIFTY 50 Value 20 TRI 3.22 -0.16 3.17 4.62 1.19 8.01 18.16 14.62 20.4 19.95
Nifty Financial Services TRI -0.11 1.58 12.15 3.84 0.8 7.31 24.05 21.57 21.83 19.19
Nifty Services Sector TRI 0.97 1.12 7.3 1.58 1.3 6.6 18.38 15.94 17.18 16.58
Nifty Energy TRI 4.81 1.77 1.63 2.36 1.9 6.54 23.24 15.41 11.62 18.75
Nifty Private Bank TRI 0.14 1.26 8.57 1.9 1.4 4.82 23.68 23.92 26.62 23.09
Nifty 100 low volatility 30 TRI 0.88 -1.69 3.08 -0.18 -0.8 4.51 15.4 16.79 20.31 18.72
S&P BSE SENSEX TRI 1.06 0.15 4.89 0.54 0.89 4.49 16.13 13.11 16.24 9.33
Nifty Bank TRI 0.01 1.04 9.0 2.25 1.09 3.88 23.1 21.19 20.8 20.48
S&P BSE BANKEX TRI -0.2 1.17 9.15 3.55 1.2 2.78 22.54 20.76 21.17 18.23
NIFTY 100 ESG TRI 1.27 0.09 4.17 -0.93 0.28 2.74 16.64 14.67 - 10.95
S&P BSE SENSEX 50 TRI 1.04 -0.07 4.63 -0.22 0.37 2.56 16.23 13.75 16.85 9.55
NIFTY 50 TRI 1.05 0.06 4.55 -0.16 0.42 2.28 15.6 13.14 15.83 13.55
S&P BSE LargeCap TRI 0.83 -0.16 4.69 0.01 0.14 1.26 15.71 13.35 16.22 9.19
S&P BSE 100 TRI 0.78 -0.17 4.87 0.42 0.05 0.45 16.01 13.87 16.59 9.3
NIFTY 100 TRI 0.77 -0.31 4.53 -0.2 - 0.28 15.81 14.07 16.8 17.92
NIFTY DIVIDEND OPPORTUNITIES 50 TRI 0.98 -0.3 2.96 -0.83 -0.23 -0.47 17.23 13.32 18.55 11.47
S&P BSE LargeMidCap TRI 0.59 -0.37 4.84 -0.05 -0.24 -1.04 15.81 14.35 16.89 9.61
S&P BSE 200 TRI 0.58 -0.39 4.79 -0.22 -0.23 -1.25 15.92 14.76 17.04 11.88
S&P BSE 500 SHARIAH TRI 0.58 -1.52 2.35 -1.03 -0.52 -1.29 12.05 13.82 17.44 15.9
NIFTY 200 TRI 0.58 -0.42 4.53 -0.45 -0.24 -1.73 15.73 14.49 16.54 13.91
S&P BSE 250 Large MidCap TRI 0.52 -0.4 4.66 -0.45 -0.27 -1.82 15.99 14.96 17.22 11.43
Nifty India Consumption TRI -0.81 -2.86 7.18 -3.28 -2.21 -2.34 15.23 15.56 - 16.09
S&P BSE 500 TRI 0.46 -0.4 4.58 -0.91 -0.35 -3.8 15.71 14.93 17.09 11.7
NIFTY 500 TRI 0.47 -0.36 4.54 -0.89 -0.32 -4.03 15.58 14.88 16.7 16.62
S&P BSE Allcap TRI 0.42 -0.41 4.4 -1.2 -0.39 -5.08 15.43 14.9 17.01 9.36
NIFTY MNC TRI -0.15 -3.09 5.54 -2.99 -2.46 -5.47 17.5 19.19 20.64 14.08
S&P BSE Healthcare TRI -1.55 -0.38 -5.71 1.2 -0.87 -6.24 -2.92 6.89 17.94 12.17
S&P BSE BHARAT 22 TRI -1.55 -0.64 3.28 4.08 -1.85 -6.58 14.28 13.77 14.9 11.63
NIFTY LARGE MIDCAP 250 TRI 0.03 -0.52 4.82 -1.05 -0.84 -6.62 16.51 17.82 18.97 15.06
NIFTY 50 Equal Weight TRI 0.35 -1.19 2.47 -3.34 -1.47 -6.83 12.31 10.9 15.33 13.42
S&P GLOBAL 1200 2.22 4.96 -2.36 -5.36 6.06 -7.0 12.97 6.62 11.68 6.18
S&P GLOBAL AGRIBUSINESS INDEX TRI 2.33 7.4 -2.34 1.68 8.66 -7.99 10.81 3.53 10.66 2.93
Nifty 500 Shariah TRI 0.01 -2.2 2.79 -1.87 -2.23 -8.85 14.1 14.91 17.63 10.52
Nifty Pharma TRI -2.39 -1.71 -10.28 -1.78 -2.02 -9.23 -7.33 2.7 15.16 13.78
Nifty Next 50 TRI -1.07 -2.7 4.49 -0.13 -2.73 -10.29 16.68 18.93 21.82 22.62
S&P BSE Sensex Next 50 TRI -0.74 -0.9 6.11 4.08 -1.85 -10.48 15.47 16.14 16.89 12.74
NIFTY MIDCAP 150 TRI -0.71 -0.73 5.09 -1.9 -1.68 -13.34 16.82 21.33 21.35 15.72
S&P BSE MIDCAP SELECT TRI -0.79 -1.67 6.65 1.92 -2.53 -13.37 17.65 19.63 21.64 14.62
S&P BSE MidCap TRI -1.01 -1.74 5.78 -0.52 -2.69 -13.95 15.58 19.71 18.98 9.3
Nifty Infrastructure TRI -2.05 -2.55 6.8 1.71 -3.77 -14.35 10.0 7.23 3.92 8.99
Nifty PSU Bank TRI -2.41 2.12 14.84 11.06 -0.13 -15.08 11.26 6.18 7.37 9.66
NIFTY COMMODITIES TRI 1.13 -2.91 -2.45 -2.26 -2.8 -15.63 16.95 10.94 - 5.71
NIFTY MIDCAP 100 TRI -0.78 -1.25 4.54 -2.33 -2.0 -16.17 14.5 19.14 18.97 21.38
S&P BSE PSU TRI -0.75 -0.42 2.65 -1.34 -2.43 -19.19 8.39 7.09 5.6 4.34
S&P BSE India Infrastructure Index TRI -0.9 -0.26 4.49 -1.62 -2.46 -20.19 12.08 10.81 9.99 2.84
Nifty Metal TRI -0.48 -7.02 -11.58 -4.61 -6.26 -23.15 26.54 7.13 - 10.9
Nifty Auto TRI -0.2 -5.94 0.16 -17.89 -4.23 -23.42 6.94 12.16 24.62 17.16
S&P BSE SmallCap TRI -0.65 -0.68 1.73 -7.81 -1.36 -24.2 12.82 18.54 17.02 6.98
S&P BSE 250 SmallCap TRI -0.36 -0.32 3.43 -6.91 -1.35 -25.12 12.57 15.47 15.9 7.78
NIFTY SMALLCAP 250 TRI -0.57 -0.1 3.45 -7.03 -1.23 -27.36 11.07 17.97 17.97 14.21
S&P BSE ENHANCED VALUE INDEX TRI 0.79 -0.09 3.23 -4.23 -2.34 -27.65 12.17 8.76 13.06 9.65
NIFTY SMALLCAP 100 TRI -0.39 0.43 5.05 -8.65 -1.2 -29.39 11.26 15.39 - 10.96
Nifty Realty TRI 0.7 0.48 15.77 -6.02 2.57 -30.27 17.49 7.71 1.23 -10.64
Nifty Media TRI -4.28 -4.13 -6.22 -15.37 -6.88 -31.62 1.36 7.84 13.08 8.11
NIFTY SMALLCAP 50 TRI -0.79 0.03 6.74 -11.79 -1.65 -33.37 7.8 12.77 13.16 9.85

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