HSBC MF Multi Cap Fund 728x90

MUTUAL FUND BENCHMARK RETURNS 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 (%)
NASDAQ 100 TRI 2.42 13.25 27.58 27.52 27.78 60.03 35.72 24.85 26.44 14.71
Nifty Metal TRI 4.03 5.76 12.41 34.01 23.28 49.02 33.05 23.79 23.73 14.5
MSCI ACWI TRI 1.08 6.46 11.95 19.7 18.03 43.89 25.83 15.89 14.82 14.07
Nifty Capital Markets TRI -0.43 7.1 21.33 16.13 20.1 36.72 67.99 35.29 - 28.79
S&P GLOBAL 1200 1.32 5.6 7.9 13.08 12.17 31.46 44.75 10.91 12.9 9.33
NIFTY MIDSMALL FINANCIAL SERVICES TRI 1.08 5.3 8.74 7.3 8.03 29.52 36.26 23.18 15.53 17.66
BSE POWER 5.22 3.21 21.96 27.76 30.66 24.51 30.24 24.75 16.3 10.51
NIFTY200 VALUE 30 TRI 2.89 0.16 -1.9 11.85 7.77 24.32 34.59 29.2 20.55 16.97
S&P GLOBAL AGRIBUSINESS INDEX -0.28 -0.37 -1.72 19.37 18.4 23.41 12.92 6.0 8.76 6.88
NIFTY 500 VALUE 50 TRI 2.78 1.1 0.5 13.03 9.33 23.14 33.69 28.48 20.07 17.17
Nifty PSU Bank TRI 3.19 -6.53 -15.73 -2.61 -2.96 23.03 28.11 29.04 13.9 11.42
NIFTY COMMODITIES TRI 2.95 2.24 5.63 14.28 10.72 22.03 22.57 17.33 17.15 13.03
NIFTY MNC TRI 2.95 2.62 3.76 8.55 7.74 17.82 17.89 15.64 15.17 13.4
NIFTY MIDSMALL HEALTHCARE TRI -0.75 6.77 10.14 9.92 10.45 17.31 31.14 16.01 19.49 21.21
Nifty Energy TRI 3.44 2.58 12.16 16.62 18.04 17.16 21.25 18.42 19.59 18.4
NIFTY MIDCAP SELECT TRI 2.34 5.56 9.0 4.66 6.93 17.11 24.61 19.34 18.0 15.23
NIFTY HIGH BETA 50 TRI 3.73 4.23 13.49 8.45 8.73 16.76 23.75 18.66 13.03 7.92
Nifty Pharma TRI -0.51 6.67 7.69 8.35 9.02 15.66 26.03 12.71 8.98 14.45
Nifty Auto TRI 3.67 3.11 -4.56 -2.52 -4.54 14.97 24.88 21.83 13.47 -0.05
Nifty India Manufacturing TRI 2.84 3.45 2.61 6.0 5.1 14.4 24.06 18.68 15.65 15.5
BSE Enhanced Value Index 3.29 -0.33 -6.37 4.13 1.63 14.23 29.0 23.03 16.82 15.98
NIFTY CPSE Total Return Index -0.54 -2.92 1.43 13.1 13.71 12.68 34.88 33.56 18.33 15.49
NIFTY Healthcare TRI -1.05 5.11 5.47 5.12 7.34 12.65 25.1 13.9 10.67 14.83
NIFTY500 MULTICAP INDIA MANUFACTURING 50:30:20 TRI 2.35 3.2 3.79 3.6 3.38 11.91 22.95 17.93 15.61 15.51
NIFTY Midcap 50 TRI 1.46 4.47 5.91 1.91 3.08 11.76 24.21 20.85 19.16 15.08
BSE Healthcare -0.41 6.26 8.1 6.16 8.38 11.27 26.31 13.98 11.87 15.17
NIFTY INDIA SELECT 5 CORPORATE GROUPS TRI 3.65 4.46 6.62 3.08 1.6 10.86 17.56 15.87 20.11 20.09
Nifty Financial Services Ex-Bank TRI 1.04 2.31 1.46 -1.42 -0.26 10.5 23.07 15.84 16.35 19.38
NIFTY MIDCAP 100 TRI 2.03 3.86 5.86 2.57 3.63 10.11 23.94 20.35 17.81 20.9
NIFTY200 ALPHA 30 TRI 2.6 4.17 3.75 2.08 5.79 9.74 23.68 19.59 20.46 0.1
NIFTY MIDCAP 150 TRI 1.92 3.12 4.8 2.28 2.94 9.46 23.07 19.61 18.86 17.27
Nifty Transportation & Logistics TRI 3.67 1.91 -3.43 -6.44 -5.64 8.95 23.09 20.2 14.91 -0.2
BSE Bharat 22 Index 1.3 -3.05 -4.06 3.6 2.52 8.82 21.13 21.89 - 11.79
BSE PSU 1.53 -4.4 -4.91 4.35 3.57 8.65 27.07 22.98 13.12 11.84
Nifty Housing TRI 3.42 0.47 1.22 3.16 3.51 8.65 16.43 13.14 14.95 13.98
BSE India Financials Bond Index 0.1 1.05 2.16 4.45 3.27 8.46 6.75 8.3 8.75 8.8
BSE India Corporate Bond Index 0.09 1.07 2.15 4.52 3.34 8.35 6.75 8.27 8.73 8.76
Nifty Next 50 TRI 3.76 1.69 3.5 4.59 4.15 8.16 20.88 14.97 15.02 20.2
NIFTY 100 Equal Weight TRI 2.98 1.7 2.09 2.09 1.95 7.91 18.76 14.63 14.37 18.12
BSE Midcap Select Index 2.03 3.1 5.68 -0.33 0.81 7.88 20.62 15.27 13.84 13.21
Nifty India Defence TRI 2.92 3.94 13.97 16.07 19.82 7.6 58.55 57.61 - 33.0
BSE India Bond Index 0.17 1.46 2.03 5.29 4.17 7.49 5.99 7.41 8.41 8.74
BSE India Government Bond Index 0.18 1.51 2.0 5.4 4.28 7.38 5.85 7.32 8.38 8.12
NIFTY MIDSMALLCAP 400 TRI 2.13 2.87 5.77 2.21 2.82 7.29 22.35 18.81 17.87 16.73
BSE India 10 Year Sovereign Bond 0.15 1.91 2.41 5.76 4.54 7.26 5.86 6.93 7.43 6.42
NIFTY PSE TRI 0.86 -2.0 0.39 7.61 7.11 7.14 32.2 27.85 17.02 13.5
NIFTY SMALLCAP 50 TRI 2.59 3.33 8.92 3.91 5.2 7.09 26.6 15.22 13.16 12.14
NIFTY IPO 3.27 -0.48 9.13 2.5 3.78 7.05 15.94 7.14 - 8.99
NIFTY 50 Equal Weight TRI 1.9 1.62 -0.41 -0.75 -1.01 6.79 16.55 15.11 14.36 14.11
Nifty Infrastructure TRI 1.66 1.42 -0.21 -1.66 -0.99 6.64 21.28 18.75 14.73 11.92
Nifty Alpha 50 TRI 2.92 4.46 5.79 2.92 6.56 6.62 23.58 16.16 21.01 20.49
Nifty EV and New Age Automotive TRI 4.38 3.97 0.86 -0.12 -1.07 6.5 18.17 22.12 - 15.96
NIFTY Midcap 150 Moment 50 TRI 2.51 3.85 4.05 1.08 3.86 6.31 23.77 21.17 22.15 22.92
BSE 150 MidCap Index 2.26 2.7 4.3 0.98 1.63 6.28 21.07 17.59 1.98 1.99
NIFTY500 MULTICAP INFRASTRUCTURE 50:30:20 TRI 2.15 1.68 3.23 0.45 1.26 5.97 20.21 19.49 16.7 14.95
NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100 TRI 1.71 3.96 9.65 4.49 8.47 5.77 20.36 18.4 19.26 21.97
NIFTY RURAL TRI 1.85 0.12 -3.85 -4.4 -4.65 5.55 14.76 14.56 12.8 15.27
BSE Quality Index 2.37 1.26 6.51 3.72 2.55 4.84 15.75 13.03 13.48 13.12
NIFTY500 LOW VOLATILITY 50 TRI 0.95 0.57 -2.69 -2.73 -3.24 4.81 18.3 15.25 15.64 -0.03
BSE Mid Cap 1.96 1.62 3.78 0.26 0.85 4.78 20.85 16.9 15.36 18.66
NIFTY500 QUALITY 50 TRI 2.36 2.86 10.14 4.82 6.83 4.73 20.95 15.58 14.61 17.15
NIFTY LARGE MIDCAP 250 TRI 1.77 1.5 0.69 -2.05 -1.64 4.36 17.53 15.44 16.05 15.6
NIFTY500 EQUAL WEIGHT TRI 2.39 1.6 5.14 1.25 1.6 3.98 20.39 16.72 15.51 14.89
NIFTY SMALLCAP 100 TRI 2.37 2.24 8.13 2.51 3.45 3.89 23.03 15.34 14.47 15.16
BSE Mid Small Cap Index 2.3 2.46 6.96 1.41 2.29 3.88 20.9 17.36 16.23 13.38
NIFTY500 MOMENTUM 50 TRI 2.32 3.73 3.1 -1.64 2.5 3.83 18.96 17.15 20.06 21.82
BSE SENSEX Next 50 2.93 1.11 0.63 -1.45 -1.13 3.52 18.78 15.0 13.34 13.04
NIFTY SMALLCAP 250 TRI 2.55 2.37 7.75 2.13 2.65 3.4 21.07 17.23 15.93 15.67
BSE India Infrastructure Index 2.14 -1.46 4.0 4.52 6.36 3.04 26.73 20.99 14.71 11.29
BSE Small Cap 2.63 3.26 10.13 2.49 3.67 2.99 20.95 17.76 17.0 19.66
NIFTY500 MULTICAP 50:25:25 TRI 1.92 1.34 1.44 -2.03 -1.65 2.99 17.14 14.94 15.4 15.51
NIFTY500 MULTICAP MOMENTUM QUALITY 50 TRI 1.96 3.87 6.92 1.79 5.37 2.92 20.01 16.72 18.78 20.95
Nifty Alpha Quality Low Volatility 30 TRI 1.32 1.52 -0.48 -1.26 -0.61 2.83 16.2 13.65 14.66 -0.02
NIFTY MICROCAP 250 TRI 3.49 3.09 11.74 2.92 5.62 2.72 26.65 24.23 20.53 -0.04
BSE Financials Ex-Banks 30 Index 0.87 0.51 -3.76 -5.39 -5.56 2.69 17.99 1.98 1.98 1.99
Nifty 200 Momentum 30 TRI 2.71 1.53 -1.1 -3.65 -0.33 2.36 16.08 13.78 18.16 18.87
BSE 250 SmallCap Index 2.37 2.25 8.17 1.29 2.16 1.98 18.4 15.75 - 11.2
NIFTY TOTAL MARKET TRI 1.84 0.83 -0.27 -3.58 -3.19 1.73 14.93 13.39 14.37 14.33
NIFTY 500 TRI 1.77 0.74 -0.72 -3.84 -3.53 1.67 14.57 13.08 14.21 12.15
BSE 500 SHARIAH 2.08 1.7 1.02 -2.1 -2.62 1.42 11.51 9.0 12.0 13.6
NIFTY 200 TRI 1.7 0.59 -1.68 -4.7 -4.36 1.31 13.76 12.54 13.81 13.92
NIFTY 100 ESG TRI 2.01 -0.05 -2.82 -5.5 -5.47 1.25 13.18 10.85 13.81 12.46
NIFTY SMALLCAP250 MOMENTUM QUALITY 100 TRI 1.31 3.22 9.02 1.77 3.63 1.13 15.75 14.49 18.21 21.44
NIFTY OIL & GAS TRI 1.1 -0.21 -6.24 -5.01 -5.89 1.12 15.84 12.89 16.72 14.51
NIFTY DIVIDEND OPPORTUNITIES 50 TRI 1.08 -2.01 -5.15 -3.93 -5.8 1.07 15.71 15.74 15.14 12.77
NIFTY 100 Quality 30 TRI 1.32 0.62 0.7 -3.57 -4.21 1.03 11.79 11.42 11.92 12.56
Nifty 100 Low Volatility 30 TRI 0.85 0.04 -3.55 -5.98 -6.31 0.86 13.66 12.08 13.75 16.98
Nifty India Consumption TRI 1.45 0.28 -0.51 -7.73 -6.52 0.58 14.38 14.45 13.47 14.01
NIFTY Midcap150 Quality 50 TRI 2.45 3.33 3.18 -0.26 0.73 0.34 14.14 10.72 14.89 -0.08
BSE AllCap 1.84 0.64 -0.44 -3.89 -3.5 0.22 13.45 12.02 13.02 12.03
NIFTY 200 Quality 30 TRI 1.26 1.39 1.44 -3.9 -4.21 0.13 11.97 11.35 13.08 -0.07
BSE 500 1.7 0.41 -1.17 -4.41 -4.12 0.07 12.85 11.53 12.83 14.0
Nifty 500 Shariah TRI 1.72 1.97 2.16 -2.19 -2.09 -0.02 11.69 10.05 13.93 11.94
Nifty Bank TRI 2.41 -2.35 -9.23 -8.02 -7.78 -0.11 8.45 10.19 12.81 17.85
BSE 250 LargeMidCap Index 1.62 0.21 -2.11 -5.04 -4.79 -0.2 12.36 11.16 - 11.43
BSE LargeMidCap 1.68 0.15 -2.26 -5.05 -4.79 -0.35 12.09 10.98 12.31 12.04
NIFTY 100 TRI 1.61 -0.2 -3.4 -6.35 -6.16 -0.68 11.9 11.16 13.06 16.32
BSE 200 1.64 0.03 -2.57 -5.48 -5.22 -0.72 12.08 11.01 12.53 13.38
Nifty Low Volatility 50 TRI 0.98 0.35 -2.82 -4.79 -4.74 -0.89 14.65 12.04 13.81 -0.12
Nifty Alpha Low-Volatility 30 TRI 1.4 0.74 -4.09 -3.51 -3.6 -1.1 14.16 12.73 14.51 -0.1
NIFTY INDIA NEW AGE CONSUMPTION TRI 2.23 0.53 -0.29 -8.0 -6.23 -1.41 20.8 16.92 12.93 13.01
BSE LargeCap 1.62 -0.18 -3.52 -6.16 -5.97 -1.45 10.26 9.75 11.63 11.44
BSE Bankex 2.41 -2.5 -9.31 -7.62 -7.43 -1.53 7.33 9.17 11.97 18.4
Nifty Financial Services TRI 1.81 -1.42 -7.41 -7.63 -6.51 -1.54 10.92 10.39 14.52 -0.08
NIFTY INDIA INTERNET TRI 1.43 0.06 4.75 -13.98 -11.58 -1.82 26.14 - - 5.16
Nifty 100 ESG Sector Leaders TRI 1.54 -0.52 -3.34 -7.86 -7.64 -2.22 11.62 10.14 12.76 13.24
BSE 100 1.4 -0.44 -3.84 -7.26 -7.0 -2.27 10.45 10.27 11.89 15.36
BSE Low Volatility Index 0.99 -0.07 -4.0 -6.06 -6.1 -2.32 11.69 9.48 11.7 11.92
NIFTY GROWTH SECTORS 15 TRI 0.15 -0.16 -4.95 -11.7 -12.43 -2.39 7.28 9.59 8.91 16.38
NIFTY 50 TRI 1.13 -0.63 -4.89 -8.55 -8.25 -2.54 10.15 10.58 12.73 13.28
Nifty Private Bank TRI 2.34 -0.33 -6.91 -7.48 -7.25 -2.71 6.64 8.3 10.92 -0.04
BSE Financial Services 1.66 -2.07 -7.59 -9.12 -8.45 -2.88 9.76 9.4 11.99 12.78
Nifty Quality Low Volatility 30 TRI 0.43 -0.09 -3.13 -7.47 -7.21 -3.15 9.36 9.53 11.23 15.9
NIFTY MIDSMALL IT & TELECOM TRI 2.78 12.22 11.51 -8.04 -6.3 -3.43 12.38 15.09 19.21 12.63
BSE SENSEX 50 1.02 -0.81 -4.9 -8.6 -8.36 -3.61 8.72 9.25 - 12.22
NIFTY 50 Value 20 TRI 1.14 -1.66 -5.67 -7.23 -8.19 -4.16 10.16 11.52 15.26 17.67
NIFTY TOP 15 EQUAL WEIGHT TRI 0.61 -1.75 -8.15 -12.5 -12.57 -4.56 8.3 11.4 12.66 13.3
NIFTY TOP 20 EQUAL WEIGHT TRI 0.73 -1.74 -7.35 -11.51 -11.25 -5.03 9.44 11.44 13.17 12.72
NIFTY NON-CYCLICAL CONSUMER TRI 0.97 -1.13 -0.45 -9.35 -7.24 -5.49 10.74 12.34 13.8 14.85
NIFTY SMALLCAP250 QUALITY 50 TRI 1.43 -0.55 3.77 -3.25 -1.7 -5.63 15.93 15.91 16.81 18.43
NIFTY MIDSMALL INDIA CONSUMPTION TRI 0.29 -0.53 -1.01 -7.92 -4.98 -5.97 17.11 15.33 15.63 15.69
Nifty Services Sector TRI 1.0 -1.6 -6.69 -11.43 -10.26 -6.44 8.92 8.32 12.34 15.05
BSE Sensex 0.73 -1.86 -6.67 -11.49 -10.97 -6.97 6.66 8.22 11.03 14.56
Nifty 50 Shariah TRI -0.15 0.43 -1.7 -8.46 -8.99 -6.97 5.82 -8.22 1.7 8.69
Nifty India Digital TRI 0.63 2.01 1.05 -15.61 -15.52 -8.16 13.95 9.91 10.99 11.67
Nifty FMCG TRI -0.69 -1.69 -1.86 -9.43 -9.44 -9.98 1.36 9.46 10.98 15.62
BSE FMCG -0.47 -1.77 -1.02 -8.9 -8.83 -10.34 0.77 7.38 8.57 11.28
NIFTY TOP 10 EQUAL WEIGHT TRI 0.43 -1.15 -7.23 -14.12 -14.35 -10.63 4.89 8.71 13.33 12.74
Nifty Media TRI 1.22 -3.71 0.11 -2.77 -1.73 -15.62 -5.9 -3.95 -5.0 2.74
BSE Teck -1.33 1.0 -4.48 -18.66 -19.35 -16.74 4.33 3.98 9.13 6.19
Nifty Realty TRI 2.28 -1.57 0.52 -13.28 -10.61 -16.82 18.77 19.19 16.07 -0.71
NIFTY INDIA TOURISM TRI 1.88 -0.77 -5.35 -18.03 -14.21 -17.86 9.79 14.83 14.42 10.57
NIFTY INDIA RAILWAYS PSU TRI -1.76 -6.94 -5.33 -9.87 -13.01 -20.49 20.95 25.14 - 26.32
Nifty IT TRI -0.63 -0.54 -5.02 -22.0 -22.9 -20.81 1.77 3.42 12.05 13.55
BSE IT -0.92 -0.75 -5.74 -22.81 -23.65 -24.25 -1.42 0.25 9.26 -0.88

Investor may know that each Mutual Fund Scheme follow a Benchmark. A Benchmark is nothing but a standard against which the performance of a mutual fund scheme or fund manager can be measured. Generally, broad market indices, Stock market indices and bond indexes are used for the purpose of benchmarking. Mutual Fund Benchmark Returns tool provides returns of each Mutual Fund Benchmark across 1 week, 1 month, 3 month, 6 month, YTD (year till date), 1 year, 3 year, 5 year, 10 year and since launch periods. Using the sorting button provided in respective return period columns, you can find out which Benchmark gave the best return in the sorted period If sorted, the order of Benchmarks change basis the highest returns to lowest returns generated by the respective Benchmarks in the chosen period. Very helpful tool to find how each mutual fund Benchmarks returns vary differently in different time periods. This helps grow conviction as to why investor should spread investments across various mutual fund Schemes which follow different Benchmarks for portfolio diversification and asset allocation purposes based on investors risk taking appetite and time horizon of investments. The mutual fund Benchmark returns are shown in XIRR percentage terms.

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