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 (%)
Nifty Realty TRI	3.28	10.16	16.99	66.5	23.04	124.84	47.72	29.92	18.26	0.35
NIFTY CPSE Total Return Index	3.36	9.28	20.6	64.39	28.74	109.85	57.71	26.26	15.95	16.3
S&P BSE India Infrastructure Index TRI	3.09	7.34	12.43	64.85	26.55	106.61	45.01	27.3	18.04	10.43
S&P BSE PSU TRI	5.05	9.71	19.91	67.47	27.73	104.53	50.92	26.45	15.55	11.26
S&P BSE ENHANCED VALUE INDEX TRI	4.31	9.78	19.17	61.26	24.19	98.0	48.26	32.21	18.18	16.55
NIFTY 500 VALUE 50 TRI	3.77	10.38	18.18	59.4	22.22	94.83	47.42	27.81	20.36	17.79
Nifty Alpha 50 TRI	3.84	9.44	10.9	44.04	18.11	86.62	28.36	33.35	26.07	22.32
Nifty PSU Bank TRI	6.47	7.47	24.85	55.14	29.57	84.77	57.3	19.67	10.28	11.97
NIFTY HIGH BETA 50 TRI	4.07	10.58	13.5	43.46	16.46	82.36	33.32	20.0	11.16	8.24
NIFTY SMALLCAP 50 TRI	2.94	12.17	9.36	36.87	9.78	82.15	24.87	20.73	14.93	12.61
S&P BSE Financials ex Bank 30 TRI	2.4	3.65	3.59	17.96	6.71	81.59	25.8	18.25	19.53	18.54
NIFTY SMALLCAP 100 TRI	3.69	12.16	9.72	36.14	11.67	79.4	28.05	21.95	16.74	16.31
Nifty Transportation & Logistics TRI	2.89	5.51	17.93	38.86	19.79	76.07	33.38	24.1	18.41	18.93
NIFTY Midcap 150 Moment 50 TRI	3.1	6.78	9.3	38.14	14.15	74.74	34.05	32.56	28.36	24.74
S&P BSE BHARAT 22 TRI	4.14	7.07	13.43	45.83	16.88	74.29	45.84	23.5	17.25	15.51
Nifty Energy TRI	1.6	4.11	14.17	53.22	20.09	73.47	33.96	22.36	19.31	19.87
Nifty Auto TRI	3.04	5.36	19.19	36.87	19.17	73.13	33.47	22.3	15.2	18.0
NIFTY SMALLCAP 250 TRI	3.68	11.15	8.35	33.07	12.24	72.11	32.0	25.05	19.68	16.94
Nifty 200 Momentum 30 TRI	3.7	5.99	13.55	44.72	17.47	70.32	27.57	24.31	23.7	21.25
S&P BSE SmallCap TRI	3.66	10.16	6.32	29.96	10.53	67.31	31.96	27.16	21.1	12.99
S&P BSE MidCap TRI	2.71	6.36	9.59	34.04	12.29	67.11	28.82	23.63	20.17	13.51
S&P BSE 250 SmallCap TRI	3.41	10.25	7.59	30.73	11.11	66.27	31.11	24.16	18.34	12.82
Nifty Next 50 TRI	2.77	7.67	17.55	47.18	19.64	65.48	23.95	18.99	17.73	21.57
Nifty Infrastructure TRI	2.69	4.93	11.86	41.64	17.27	65.03	30.97	23.88	13.77	12.54
NIFTY MIDCAP 100 TRI	2.52	6.17	6.56	30.6	8.93	62.2	29.92	24.23	20.11	21.84
Nifty Metal TRI	4.73	13.67	19.79	42.26	15.91	61.68	29.74	27.34	15.99	13.78
S&P BSE MIDCAP SELECT TRI	2.49	3.98	9.39	30.51	9.63	60.18	22.3	18.46	17.79	15.6
NIFTY MIDCAP 150 TRI	2.46	6.53	7.22	29.18	9.33	59.99	29.0	25.08	21.81	17.99
NIFTY Midcap 50 TRI	2.03	4.76	5.65	26.61	6.42	59.71	30.26	24.56	19.69	15.32
S&P BSE 150 MidCap TRI	2.54	6.46	7.93	29.98	10.45	59.69	28.25	25.34	21.95	19.76
Nifty India Manufacturing TRI	3.11	6.83	16.83	35.51	16.56	57.66	26.69	22.5	16.48	15.85
S&P BSE Sensex Next 50 TRI	2.4	6.13	12.33	35.48	13.54	57.24	25.51	19.29	16.54	14.73
S&P BSE Healthcare TRI	2.04	2.3	7.17	29.4	12.02	56.43	15.54	20.41	13.46	14.81
NIFTY COMMODITIES TRI	2.68	6.65	13.4	41.42	13.66	55.18	26.74	21.09	15.82	13.32
Nifty Alpha Low-Volatility 30 TRI	2.74	1.99	10.48	35.55	13.12	54.91	24.24	19.09	20.29	20.3
Nifty India Digital TRI	1.18	0.81	2.46	23.91	5.96	53.99	17.0	19.71	13.75	12.72
NIFTY DIVIDEND OPPORTUNITIES 50 TRI	2.9	3.92	6.52	32.2	9.88	53.83	28.13	19.84	15.99	14.08
NIFTY Healthcare TRI	2.37	0.82	7.86	28.41	12.54	52.79	15.13	18.39	11.69	14.86
Nifty Pharma TRI	1.9	0.33	7.91	27.87	12.41	52.74	13.19	15.78	9.7	14.44
NIFTY 100 Equal Weight TRI	2.63	4.28	11.45	33.7	11.85	52.23	22.54	18.7	15.63	19.17
Nifty Alpha Quality Low Volatility 30 TRI	2.26	1.55	9.36	32.11	10.43	51.26	22.33	18.84	18.55	19.07
S&P BSE Quality TRI	1.43	3.0	7.59	34.14	11.04	50.67	24.44	20.83	19.15	19.56
NIFTY500 MULTICAP 50:25:25 TRI	2.84	5.96	7.83	26.98	8.73	49.48	24.54	20.64	17.81	16.57
NIFTY LARGE MIDCAP 250 TRI	2.53	4.8	7.52	26.01	7.99	46.67	23.74	20.53	18.33	16.49
Nifty Financial Services Ex-Bank TRI	2.96	6.14	6.64	17.5	7.1	45.19	17.88	14.77	18.5	19.75
Nifty Housing TRI	3.06	5.83	9.79	28.78	6.69	43.37	21.84	19.22	16.24	14.89
S&P BSE Low Volatility TRI	2.4	1.68	6.33	25.46	8.82	42.35	31.11	23.92	19.81	19.72
S&P BSE Allcap TRI	2.71	4.63	7.56	25.08	7.77	42.3	21.96	18.64	16.23	12.39
S&P GLOBAL AGRIBUSINESS INDEX TRI	0.91	-2.14	5.95	10.78	0.34	42.05	0.34	7.02	5.22	4.37
NIFTY 50 Equal Weight TRI	2.93	2.18	7.29	23.71	6.57	41.6	23.01	18.94	14.6	14.55
Nifty India Consumption TRI	2.82	3.57	8.76	23.87	8.25	41.3	22.49	17.66	15.83	14.96
S&P BSE 500 SHARIAH TRI	1.83	2.4	4.77	23.16	6.05	41.15	16.94	18.94	16.45	16.9
NIFTY 500 TRI	2.67	4.37	7.75	24.82	7.58	40.87	21.15	17.98	15.91	12.63
Nifty Low Volatility 50 TRI	2.09	1.96	5.95	22.92	6.46	40.8	19.31	18.32	17.64	0.19
S&P BSE 500 TRI	2.59	4.14	7.55	24.47	7.39	40.2	21.07	18.12	16.04	13.86
NIFTY MNC TRI	2.32	5.45	12.36	23.68	11.01	39.44	20.73	16.82	16.85	13.54
Nifty 500 Shariah TRI	2.35	3.22	4.2	21.74	5.03	39.39	17.64	19.2	16.67	13.05
S&P BSE LargeMidCap TRI	2.52	3.57	7.79	24.13	7.21	38.2	20.27	17.27	15.43	12.18
S&P BSE 250 Large MidCap TRI	2.51	3.57	7.55	23.88	7.03	38.09	20.27	17.64	15.87	13.55
S&P BSE 200 TRI	2.52	3.38	7.67	23.89	7.09	37.77	20.18	17.54	15.74	13.82
NIFTY 50 Value 20 TRI	3.46	1.68	5.02	23.31	7.01	37.74	21.77	19.64	17.09	20.15
NIFTY 200 TRI	2.58	3.55	7.62	24.02	6.97	37.71	20.0	17.04	15.33	14.79
Nifty 100 Low Volatility 30 TRI	1.68	-0.8	4.43	20.95	3.73	36.72	18.85	16.88	16.37	18.24
NIFTY 100 ESG TRI	2.49	2.12	6.0	21.47	5.03	36.13	16.77	16.4	15.27	13.49
NIFTY 100 Quality 30 TRI	2.43	2.11	5.25	19.03	3.07	35.35	18.59	15.4	13.98	13.67
NIFTY 100 TRI	2.59	3.08	7.83	22.88	6.62	33.95	18.45	15.92	14.69	17.54
NIFTY Midcap150 Quality 50 TRI	0.88	3.39	1.76	13.92	2.05	33.88	15.38	16.7	18.39	19.03
S&P BSE Teck TRI	1.38	-1.3	-3.56	15.03	0.51	33.32	12.68	17.42	14.53	12.84
S&P BSE 100 TRI	2.54	2.92	7.12	21.38	5.88	33.01	19.2	16.44	14.79	11.73
S&P BSE LargeCap TRI	2.47	2.97	7.39	22.08	6.12	32.73	18.55	16.04	14.43	11.57
NIFTY 200 Quality 30 TRI	1.77	1.37	2.49	16.56	1.81	32.57	17.67	15.82	15.17	18.63
Nifty 100 ESG Sector Leaders TRI	2.32	2.18	6.43	20.31	5.39	32.26	16.04	15.23	14.61	15.07
Nifty Quality Low Volatility 30 TRI	1.59	-0.2	3.88	17.28	2.78	32.03	17.57	15.71	15.31	17.52
S&P BSE INFORMATION TECHNOLOGY TRI	0.15	-4.02	-7.54	11.58	-4.36	31.03	11.49	19.01	16.92	16.65
S&P BSE SENSEX 50 TRI	2.56	2.24	6.0	18.61	4.28	28.61	17.93	15.79	14.56	11.75
NIFTY 50 TRI	2.61	2.14	5.84	18.33	4.04	28.45	17.67	15.49	14.15	14.09
Nifty 50 Shariah TRI	2.12	-0.81	-1.24	14.02	-0.43	27.95	-10.02	-0.23	5.11	9.78
Nifty IT TRI	0.17	-4.64	-8.03	10.39	-5.24	26.7	11.56	17.79	15.97	15.23
NIFTY GROWTH SECTORS 15 TRI	2.09	-1.16	-0.54	12.13	0.42	26.11	16.48	13.55	12.15	18.45
S&P BSE SENSEX TRI	2.55	2.07	5.27	16.33	3.06	25.25	17.2	15.28	14.06	11.44
Nifty Services Sector TRI	2.7	2.81	5.44	16.97	2.71	22.86	13.55	13.27	14.54	16.01
S&P BSE Financial Service TRI	3.14	4.7	7.11	14.87	2.21	22.06	15.65	11.97	15.01	14.85
Nifty FMCG TRI	2.78	0.97	-1.14	6.93	-4.21	16.75	19.33	14.28	13.55	17.05
NiftyFinancialServices TRI	3.09	3.68	7.26	12.21	0.33	14.78	13.13	12.5	15.82	17.56
Nifty Bank TRI	3.03	3.48	8.09	13.22	0.42	14.58	15.97	10.95	14.73	18.83
S&P BSE BANKEX TRI	3.41	3.56	8.37	14.16	1.13	14.53	15.87	11.1	14.65	16.17
Nifty Media TRI	-0.05	2.15	-11.37	-12.04	-20.78	13.36	8.38	-3.71	1.38	4.61
Nifty Private Bank TRI	2.57	2.93	4.73	8.48	-2.95	12.68	13.23	7.98	14.63	19.09
S&P GLOBAL 1200	0.76	-2.48	4.59	20.05	6.7	12.47	3.52	9.46	8.76	7.67
Nifty High Beta 50	-2.73	-6.99	-2.94	5.6	-6.99	-1.7	17.84	-1.06	3.79	5.27

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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