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 | -0.65 | 3.85 | 17.11 | 4.81 | 23.22 | 26.16 | 24.88 | 14.67 | 15.47 | 19.54 |
| S&P BSE BANKEX TRI | -0.8 | 6.07 | 19.54 | 2.18 | 19.39 | 22.52 | 20.3 | 11.7 | 14.57 | 18.42 |
| Nifty Realty TRI | 2.36 | 6.79 | 11.79 | 0.64 | 23.76 | 22.38 | 21.0 | 5.7 | -5.25 | -8.64 |
| Nifty Bank TRI | -1.28 | 4.94 | 17.81 | 0.81 | 17.28 | 20.11 | 20.47 | 11.81 | 14.1 | 20.39 |
| Nifty Private Bank TRI | -0.97 | 5.69 | 17.24 | -0.33 | 15.2 | 17.72 | 20.61 | 13.55 | 18.24 | 22.63 |
| Nifty Services Sector TRI | -0.38 | 3.02 | 10.04 | 1.34 | 15.88 | 16.89 | 19.77 | 11.04 | 12.43 | 16.58 |
| S&P GLOBAL 1200 | -0.93 | 0.84 | 5.4 | 10.11 | 23.42 | 16.18 | 12.66 | 8.32 | 9.59 | 7.1 |
| S&P BSE SENSEX TRI | -0.85 | 1.32 | 11.41 | 2.5 | 14.33 | 14.95 | 17.08 | 8.88 | 10.64 | 9.77 |
| Nifty Energy TRI | -2.67 | -2.12 | 11.1 | -3.22 | 13.47 | 14.05 | 20.12 | 14.01 | 7.39 | 18.48 |
| NIFTY 50 TRI | -1.09 | 0.85 | 10.99 | 0.81 | 12.07 | 12.97 | 15.44 | 8.46 | 10.28 | 13.54 |
| S&P BSE SENSEX 50 TRI | -1.16 | 0.76 | 10.96 | 1.08 | 11.79 | 12.74 | 15.99 | 8.95 | 10.67 | 9.82 |
| S&P BSE LargeCap TRI | -1.26 | 0.55 | 10.5 | 0.73 | 10.83 | 12.16 | 14.91 | 8.38 | 10.13 | 9.42 |
| NIFTY 100 ESG TRI | -1.21 | 0.93 | 10.44 | 0.46 | 10.83 | 12.0 | 16.05 | 9.34 | - | 11.06 |
| NIFTY 100 TRI | -1.24 | 0.6 | 10.7 | 0.87 | 10.54 | 11.81 | 14.72 | 8.75 | 10.62 | 17.61 |
| S&P BSE 100 TRI | -1.31 | 0.53 | 10.36 | 0.23 | 9.52 | 10.95 | 14.47 | 8.44 | 10.19 | 9.41 |
| S&P BSE 200 TRI | -1.22 | 0.66 | 10.74 | 0.56 | 9.08 | 10.66 | 14.07 | 8.78 | 10.39 | 11.79 |
| S&P BSE LargeMidCap TRI | -1.27 | 0.6 | 10.67 | 0.44 | 9.0 | 10.63 | 13.95 | 8.66 | 10.4 | 9.68 |
| S&P BSE 250 Large MidCap TRI | -1.2 | 0.64 | 10.75 | 0.5 | 8.87 | 10.46 | 14.06 | 8.88 | 10.57 | 11.36 |
| NIFTY 200 TRI | -1.25 | 0.73 | 10.6 | 0.16 | 8.81 | 10.32 | 13.9 | 8.47 | 10.06 | 13.71 |
| NIFTY 500 TRI | -1.14 | 0.68 | 10.51 | -0.39 | 7.7 | 9.42 | 13.2 | 8.34 | 9.95 | 16.3 |
| S&P BSE 500 TRI | -1.16 | 0.57 | 10.53 | -0.27 | 7.66 | 9.39 | 13.27 | 8.44 | 10.2 | 11.5 |
| S&P BSE Allcap TRI | -1.17 | 0.48 | 10.37 | -0.75 | 6.75 | 8.51 | 12.66 | 8.11 | 10.07 | 9.27 |
| Nifty Infrastructure TRI | -2.53 | -1.0 | 8.96 | -2.35 | 4.49 | 8.47 | 7.68 | 2.01 | 0.76 | 9.04 |
| NIFTY 50 Value 20 TRI | -1.27 | -2.15 | 4.51 | -1.6 | 8.1 | 7.35 | 16.9 | 8.26 | 12.51 | 18.92 |
| NIFTY LARGE MIDCAP 250 TRI | -1.05 | 1.1 | 10.67 | -1.07 | 4.83 | 7.02 | 12.55 | 9.22 | 11.23 | 14.53 |
| S&P GLOBAL AGRIBUSINESS INDEX TRI | -0.82 | -1.84 | 2.83 | 5.37 | 15.67 | 6.27 | 6.31 | 3.12 | 6.03 | 3.27 |
| S&P BSE Teck TRI | 1.36 | 1.27 | -3.12 | -0.63 | 9.32 | 5.96 | 14.84 | 6.76 | 11.3 | 10.06 |
| S&P BSE INFORMATION TECHNOLOGY TRI | 1.4 | -0.92 | -5.84 | -1.94 | 9.81 | 5.94 | 18.7 | 9.09 | 14.36 | 14.43 |
| S&P BSE 500 SHARIAH TRI | -0.75 | -1.94 | 5.69 | 0.89 | 5.18 | 5.58 | 10.95 | 7.55 | 10.72 | 15.13 |
| Nifty 100 low volatility 30 TRI | -1.22 | -2.84 | 5.53 | -0.88 | 4.37 | 5.56 | 13.09 | 9.98 | 13.65 | 17.91 |
| Nifty IT TRI | 1.62 | -1.07 | -3.21 | -2.83 | 8.97 | 4.81 | 18.5 | 8.02 | 12.95 | 13.9 |
| NIFTY 50 Equal Weight TRI | -2.3 | -1.69 | 8.78 | -4.85 | 2.72 | 4.79 | 7.43 | 4.26 | 7.64 | 13.09 |
| Nifty Next 50 TRI | -2.16 | -0.91 | 8.77 | 1.48 | 1.03 | 4.61 | 10.36 | 9.82 | 11.99 | 21.61 |
| Nifty FMCG TRI | -1.5 | -4.8 | 7.5 | 2.6 | 2.29 | 4.28 | 16.18 | 9.25 | 16.96 | 15.33 |
| S&P BSE PSU TRI | -3.38 | -3.8 | 7.61 | -11.63 | -2.0 | 4.08 | -1.12 | -0.71 | -0.67 | 4.04 |
| Nifty 500 Shariah TRI | -0.66 | -2.44 | 4.08 | -1.04 | 1.73 | 3.79 | 11.12 | 8.3 | 10.54 | 10.11 |
| Nifty India Consumption TRI | -1.31 | -3.28 | 8.9 | 2.73 | 0.71 | 3.19 | 13.09 | 8.6 | - | 14.59 |
| NIFTY MIDCAP 150 TRI | -0.85 | 1.6 | 10.65 | -2.96 | -0.47 | 2.56 | 10.22 | 9.48 | 12.1 | 14.81 |
| NIFTY COMMODITIES TRI | -3.14 | -2.78 | 8.75 | -8.54 | -0.28 | 1.97 | 5.92 | 6.26 | - | 5.39 |
| NIFTY DIVIDEND OPPORTUNITIES 50 TRI | -1.43 | -4.07 | 1.79 | -5.74 | 0.23 | 1.69 | 9.78 | 5.52 | 10.67 | 10.64 |
| NIFTY MNC TRI | -1.37 | -2.89 | 12.81 | 4.1 | -0.43 | 1.47 | 13.98 | 9.48 | 13.05 | 13.57 |
| S&P BSE MidCap TRI | -1.36 | 0.96 | 12.01 | -1.55 | -2.8 | 0.62 | 7.68 | 8.39 | 9.87 | 8.55 |
| S&P BSE Sensex Next 50 TRI | -2.28 | -1.0 | 6.52 | -5.12 | -3.86 | -0.06 | 5.96 | 6.34 | 9.39 | 11.48 |
| S&P BSE BHARAT 22 TRI | -2.87 | -5.45 | 3.48 | -13.29 | -4.09 | -0.15 | 4.24 | 3.22 | 7.28 | 10.45 |
| S&P BSE MIDCAP SELECT TRI | -1.85 | 1.44 | 11.67 | -3.66 | -3.88 | -0.47 | 7.85 | 9.69 | 12.45 | 13.28 |
| NIFTY MIDCAP 100 TRI | -1.34 | 1.84 | 9.74 | -5.59 | -4.09 | -1.08 | 6.3 | 7.2 | 10.07 | 20.02 |
| S&P BSE Healthcare TRI | -1.49 | 2.19 | 4.39 | 2.06 | -2.49 | -2.15 | -4.3 | -1.45 | 11.1 | 11.03 |
| S&P BSE ENHANCED VALUE INDEX TRI | -3.98 | -3.94 | 7.22 | -11.88 | -8.47 | -3.04 | -1.1 | -1.68 | 3.11 | 8.26 |
| NIFTY SMALLCAP 250 TRI | -0.32 | -0.17 | 7.62 | -10.87 | -8.71 | -5.13 | 2.06 | 3.55 | 8.1 | 12.7 |
| S&P BSE SmallCap TRI | -0.31 | -0.43 | 8.02 | -8.97 | -7.54 | -5.16 | 4.44 | 4.14 | 6.79 | 5.83 |
| NIFTY SMALLCAP 100 TRI | -0.16 | 0.16 | 6.88 | -11.46 | -9.84 | -5.6 | 1.26 | 2.66 | 6.77 | 9.05 |
| S&P BSE India Infrastructure Index TRI | -2.64 | -5.19 | 0.74 | -17.83 | -9.82 | -5.61 | -0.12 | 1.0 | 3.56 | 1.93 |
| S&P BSE 250 SmallCap TRI | -0.48 | -0.55 | 6.86 | -11.78 | -9.35 | -6.07 | 2.78 | 2.45 | 5.03 | 6.38 |
| NIFTY SMALLCAP 50 TRI | -0.1 | -0.58 | 6.78 | -11.86 | -11.92 | -6.73 | -2.63 | -0.72 | 3.05 | 8.42 |
| Nifty Pharma TRI | -2.68 | 2.2 | -0.21 | -3.81 | -8.52 | -7.93 | -9.49 | -5.77 | 8.59 | 12.69 |
| Nifty Auto TRI | -2.91 | -3.77 | 14.79 | -3.08 | -12.73 | -10.38 | -3.17 | -0.61 | 11.48 | 15.47 |
| Nifty PSU Bank TRI | -5.27 | 1.37 | 8.33 | -21.38 | -16.65 | -10.62 | -6.28 | -9.25 | -1.69 | 7.87 |
| Nifty Metal TRI | -4.25 | -2.79 | 10.04 | -13.16 | -17.9 | -16.52 | 0.38 | 0.87 | - | 7.09 |
| Nifty Media TRI | -1.63 | 0.7 | -1.33 | -13.79 | -27.06 | -25.11 | -9.71 | -4.02 | 3.05 | 5.71 |
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