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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