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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 (%)
Nifty Smallcap 100 Index 0.56 5.29 14.65 14.79 46.94 55.62 17.55 19.61 5.94 16.64
S&P BSE Small Cap 1.56 4.28 15.16 16.98 47.87 54.98 16.29 20.49 5.67 23.23
Nifty Smallcap 250 Index 1.49 4.55 14.07 12.92 46.83 54.07 17.47 22.12 7.89 16.3
Nifty MNC Index 1.06 2.1 6.78 18.83 41.75 50.96 15.6 19.42 12.69 12.11
Nifty Mid Small Cap 400 1.7 5.0 13.64 14.87 44.97 50.46 18.89 22.64 9.35 16.36
S&P BSE Mid Small Cap Index 1.21 4.09 13.55 15.71 43.87 49.33 18.21 21.02 8.62 13.38
S&P BSE Midcap Select Index 1.87 2.83 11.52 16.37 42.56 46.13 - - - 22.0
Nifty Next 50 Index 1.63 4.35 9.61 14.3 39.47 43.48 17.25 21.8 10.69 15.49
S&P BSE Mid Cap 1.82 4.46 12.06 14.68 39.59 43.12 18.1 20.64 7.41 22.11
CNX Consumption 1.33 4.62 7.96 14.38 36.71 42.18 12.24 16.86 11.68 14.12
CNX Midcap 1.99 5.54 11.52 10.65 38.18 42.08 17.4 20.65 10.01 18.37
CNX 500 Shariah 1.42 3.25 9.17 14.3 34.7 41.58 13.32 19.02 7.98 10.76
CNX Finance 1.94 5.61 6.05 13.47 41.64 41.17 12.95 17.27 10.68 18.43
Nifty Bank 1.87 7.28 7.61 13.12 41.7 39.63 12.57 17.57 11.3 19.9
S&P BSE Bankex 1.75 8.81 8.07 12.95 40.77 38.43 12.19 17.29 11.06 23.65
CNX Nifty Shariah 1.09 1.03 5.02 11.75 30.01 37.94 9.51 15.77 5.89 8.6
Nifty Commodities Index 1.47 0.38 7.96 13.76 31.42 37.73 12.41 11.19 2.85 10.46
S&P BSE 500 1.43 2.68 7.96 11.36 31.69 35.94 10.24 15.32 6.8 15.29
CNX 500 1.48 2.77 7.94 11.23 31.54 35.85 10.29 15.55 7.01 15.22
S&P BSE India Infrastructure Index 1.65 5.55 9.39 9.52 28.38 34.69 8.46 - - 10.19
Nifty Service Sector Index 1.47 3.67 5.96 11.06 30.51 34.19 8.31 15.13 7.63 15.16
CNX 200 1.46 2.59 7.23 10.75 29.75 33.94 9.23 14.73 6.56 13.27
S&P BSE 200 1.46 2.47 7.22 10.83 29.69 33.77 9.46 14.85 6.87 14.1
Hang Seng Index 2.28 4.67 9.81 18.44 35.53 33.37 8.36 6.74 1.14 8.25
Nifty50 Value 20 Index 1.47 6.72 10.36 14.43 27.42 33.27 5.45 13.32 - 18.87
S&P BSE FMCG 0.67 0.46 2.5 6.95 26.63 33.04 9.54 12.24 17.21 13.19
S&P BSE 100 1.42 2.29 6.68 10.58 28.69 32.63 8.1 13.9 6.51 14.33
CNX 100 1.42 2.16 6.43 10.23 28.17 32.24 8.37 14.26 7.04 17.28
Nasdaq 100 Index 1.35 4.42 10.23 12.86 31.15 31.27 14.48 19.66 12.26 13.33
Nifty FMCG Index 0.48 0.48 0.41 5.54 23.85 30.46 8.18 11.64 16.35 15.98
CNX Nifty 1.38 1.78 5.87 9.54 26.16 30.24 6.8 12.96 6.39 14.08
S&P BSE Sensex 1.63 3.36 7.1 9.89 25.73 29.94 5.72 12.64 6.05 15.2
Nifty Div Opps 50 Index 0.76 0.18 5.34 6.65 21.53 29.0 5.64 9.85 9.23 9.7
Nifty 100 Low Volatility 30 Index 0.51 0.36 4.47 8.51 23.82 27.31 9.96 15.06 12.31 17.73
MSCI Golden Dragon Index 1.67 8.75 14.07 21.3 29.91 27.21 6.76 8.41 2.15 3.31
Nifty 50 Equal Weight Index 0.74 -0.04 5.21 7.58 23.35 26.91 6.13 11.75 7.22 12.18
CNX PSU Bank 1.15 35.74 23.07 5.98 33.95 26.83 -0.56 4.94 3.3 10.48
CNX Media -0.09 7.24 8.19 0.64 20.9 25.63 11.02 14.49 3.31 10.14
S&P BSE PSU 1.16 9.44 10.67 3.92 20.93 23.02 4.11 5.78 -0.34 12.58
MSCI Asia 0.48 3.88 6.55 12.34 15.98 22.83 7.2 11.0 0.4 1.39
MSCI AC Asia Pacific ex Japan 0.7 5.81 9.92 17.79 24.77 22.32 5.82 6.99 2.85 3.86
Nifty Quality 30 Index 0.71 1.33 6.18 5.54 15.76 21.36 5.26 14.03 - 11.5
S&P BSE Teck 0.11 2.39 8.18 6.67 10.4 19.67 -0.02 12.49 5.57 11.44
MSCI Emerging Markets Index 0.98 6.09 8.57 14.71 20.17 19.2 5.19 5.64 2.18 23.91
S&P BSE POWER 2.02 2.36 2.51 0.56 16.04 19.1 2.64 3.75 -5.92 6.7
S&P 500 0.78 0.92 7.03 9.12 16.09 18.24 7.99 13.32 6.26 8.83
Nifty CPSE Index 0.79 1.65 10.56 -1.16 12.02 16.56 1.07 7.53 5.89 9.98
Russell 3000 Growth 0.19 2.65 4.19 11.34 16.11 16.51 10.85 13.49 7.4 7.36
Crisil 10-Year Gilt 0.07 0.34 4.67 7.89 1.32 16.09 12.04 8.73 7.42 7.83
S&P BSE IT 0.13 3.32 8.39 5.81 5.19 16.05 -0.67 13.5 10.38 13.43
MSCI Europe 1.19 1.93 -0.27 7.92 8.32 15.0 6.25 7.76 0.17 5.98
CNX Infrastructure 2.14 -0.6 2.56 10.49 22.66 14.15 1.75 7.08 -1.02 9.21
Nifty 100 Equal Weighted Index 2.48 -0.26 3.1 9.93 21.47 14.14 11.12 15.96 11.5 19.28
MSCI World 0.23 1.96 1.93 7.16 9.2 14.01 7.27 10.62 2.58 5.82
Russell 1000 -0.11 1.98 3.06 7.54 10.37 13.45 8.38 12.18 5.36 8.84
MSCI Brazil 10/40 1.51 8.08 3.15 3.52 10.41 11.08 4.29 3.05 1.57 13.15
Crisil Short-term Bond Fund Index 0.16 0.6 2.4 4.73 0.98 10.31 9.69 9.28 8.34 7.34
MSCI South East Asia -0.03 1.27 1.52 7.08 11.31 7.24 0.82 2.93 2.48 6.01
Nifty 50 Arbitrage Index 0.18 0.19 0.9 2.22 3.49 4.29 6.31 7.13 - 6.97
I-Sec Li-BEX 0.34 0.79 3.32 -0.5 -0.22 2.54 4.87 2.38 1.2 0.11
I SEC Composite Gilt 0.33 0.68 2.28 -0.31 -0.1 1.9 3.54 1.86 1.06 -0.19
Nifty 10 yr Benchmark G-Sec Index 1.2 -0.28 -0.94 2.32 2.58 1.78 9.2 7.95 - 7.49
Nifty 8-13 yr G-Sec Index 1.06 0.02 -0.35 2.35 2.89 1.75 9.53 8.62 - 8.26
I-SEC MI-BEX Index 0.41 0.76 1.86 -0.14 -0.02 1.72 3.24 1.73 1.18 -0.15
I - Sec SIBEX 0.18 0.33 0.71 -0.16 0.03 0.81 1.3 0.97 0.62 -0.86
S&P BSE Healthcare 2.11 -0.85 10.12 -5.65 -4.82 -6.48 -2.0 12.74 13.9 15.06
Nifty Pharma Index 1.5 -2.57 10.09 -7.97 -8.97 -12.17 -5.82 10.44 12.79 14.14
FTSE Gold Mines Index -2.98 5.83 2.0 -13.4 4.66 -26.86 -3.16 -11.86 -4.72 2.06

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