1. Advisorkhoj
  2. Mutual Funds Research
  3. Mutual Fund Benchmark Monitor

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 (%)
S&P BSE IT 2.61 1.41 8.35 23.89 20.14 30.68 7.21 17.87 12.06 14.44
MSCI Golden Dragon Index 1.67 8.75 14.07 21.3 29.91 27.21 6.76 8.41 2.15 3.31
Hang Seng Index -0.24 2.52 -0.22 6.33 3.77 23.52 4.01 6.11 1.94 8.26
MSCI Asia 0.48 3.88 6.55 12.34 15.98 22.83 7.2 11.0 0.4 1.39
Nifty MNC Index -0.62 -2.4 -0.27 3.67 -4.1 22.11 13.17 19.46 14.73 12.0
Nasdaq 100 Index -1.24 0.48 1.41 8.74 7.35 22.04 15.01 17.78 12.95 13.37
S&P BSE Teck 2.56 -0.13 4.33 13.78 9.59 21.71 4.82 14.55 7.35 12.03
MSCI Emerging Markets Index 0.98 6.09 8.57 14.71 20.17 19.2 5.19 5.64 2.18 23.91
CNX Consumption 0.44 -0.61 4.33 3.05 -2.22 18.73 13.46 15.51 12.1 13.84
Nifty50 Value 20 Index 1.14 1.4 0.24 2.45 1.45 17.19 8.58 12.51 - 18.16
Russell 3000 Growth 0.19 2.65 4.19 11.34 16.11 16.51 10.85 13.49 7.4 7.36
CNX Finance 0.95 4.01 3.49 3.62 3.92 16.44 13.5 15.57 13.53 18.03
Nifty Service Sector Index 1.28 2.48 3.79 5.69 5.16 16.43 10.37 14.54 9.73 15.1
Nifty 100 Low Volatility 30 Index -0.05 -0.89 4.05 5.93 3.01 16.12 11.41 14.82 13.57 17.56
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 Small Cap -1.01 -5.34 -4.69 -4.84 -10.81 15.51 15.32 23.41 7.25 22.07
MSCI Europe 1.19 1.93 -0.27 7.92 8.32 15.0 6.25 7.76 0.17 5.98
S&P 500 -0.54 0.16 -0.7 5.2 1.47 14.68 8.41 10.22 6.65 8.83
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
Nifty FMCG Index -0.89 2.08 7.22 10.11 6.5 14.12 13.1 10.84 16.82 16.14
S&P BSE FMCG -1.04 2.11 6.25 8.36 4.94 14.04 13.24 11.0 16.74 13.33
MSCI World 0.23 1.96 1.93 7.16 9.2 14.01 7.27 10.62 2.58 5.82
Nifty Next 50 Index 1.27 -4.7 -1.4 -3.16 -6.46 13.99 13.33 18.63 12.99 14.97
S&P BSE Mid Small Cap Index -0.56 -5.31 -4.39 -5.36 -10.79 13.95 15.08 20.04 9.63 12.44
S&P BSE Sensex 0.22 1.23 2.29 3.7 2.55 13.58 8.1 12.13 7.69 15.09
NIFTY LargeMidcap 250 -0.18 -2.63 -0.9 -1.3 -4.98 13.56 12.34 17.56 9.99 14.35
Russell 1000 -0.11 1.98 3.06 7.54 10.37 13.45 8.38 12.18 5.36 8.84
Nifty Bank 1.54 5.88 3.84 1.92 2.87 13.29 12.76 15.52 14.13 19.43
CNX 500 Shariah -0.68 -2.92 -1.23 -2.5 -7.63 13.14 11.38 17.22 9.08 10.06
Nifty Mid Small Cap 400 -0.53 -4.88 -4.09 -5.48 -10.84 12.47 14.88 22.02 10.73 15.28
S&P BSE 500 0.11 -1.27 -0.13 -0.06 -2.55 12.4 10.11 14.44 8.21 14.89
S&P BSE Bankex 2.06 6.52 3.52 1.09 2.37 12.36 11.97 15.15 13.63 22.92
S&P BSE 200 0.2 -0.85 0.45 0.62 -1.55 12.21 9.48 13.83 8.29 13.87
Nifty Quality 30 Index 0.21 -0.79 2.8 5.34 1.37 12.02 6.36 14.07 - 11.57
CNX 500 0.07 -1.44 -0.39 -0.33 -2.9 11.92 10.07 14.49 8.6 14.82
CNX 200 0.14 -1.1 0.24 0.36 -1.81 11.87 9.34 13.6 8.24 12.85
CNX 100 0.24 -0.42 0.7 1.21 -0.47 11.84 8.98 13.09 8.68 16.8
S&P BSE Mid Cap 0.05 -5.27 -3.97 -6.08 -10.76 11.79 14.44 20.02 8.65 20.87
S&P BSE 100 0.25 -0.4 0.67 0.72 -0.91 11.61 8.72 12.73 7.86 14.1
CNX Nifty 0.08 0.33 1.09 2.07 0.71 11.52 8.21 12.13 7.92 13.92
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
Nifty Div Opps 50 Index -0.25 -1.24 0.03 2.55 0.13 9.99 9.72 9.28 9.48 9.54
S&P BSE Midcap Select Index -0.15 -6.87 -4.69 -8.92 -13.26 9.37 - - - 14.41
CNX Nifty Shariah -1.4 -1.43 -1.51 -2.39 -7.19 9.37 9.04 13.7 6.78 7.97
Nifty Smallcap 250 Index -0.28 -4.98 -7.01 -8.24 -13.35 8.0 13.58 22.3 8.78 14.97
MSCI South East Asia -0.03 1.27 1.52 7.08 11.31 7.24 0.82 2.93 2.48 6.01
CNX Media 0.34 -2.87 -2.69 -1.14 -6.82 6.36 15.58 13.22 5.52 9.9
Nifty 50 Equal Weight Index -0.08 -1.27 -1.58 -2.48 -4.36 6.05 5.75 10.56 7.52 11.78
Nifty Commodities Index -1.59 -4.49 -8.06 -8.87 -11.2 5.45 10.95 10.03 2.88 9.36
Nifty Smallcap 100 Index -3.52 -5.17 -6.49 -7.31 -14.06 4.79 12.52 18.3 6.53 15.36
CNX Midcap -3.15 -4.79 -4.11 -3.82 -10.61 4.78 13.07 18.2 10.51 17.48
Nifty 50 Arbitrage Index 0.17 0.34 1.12 2.34 1.61 4.54 5.44 6.8 - 6.84
S&P BSE India Infrastructure Index -0.79 -6.23 -5.96 -7.85 -11.74 3.18 6.27 - - 6.87
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
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
Nifty 8-13 yr G-Sec Index 0.06 -1.03 0.69 -2.57 -1.87 -1.23 6.29 5.79 - 7.23
Nifty 10 yr Benchmark G-Sec Index 0.21 -0.61 0.56 -3.33 -1.83 -2.22 5.64 5.01 - 6.37
S&P BSE POWER 0.11 -4.75 -4.74 -9.34 -11.46 -4.31 0.89 3.84 -4.09 5.73
S&P BSE Healthcare 0.2 -6.51 -8.3 -7.2 -11.86 -4.75 -8.41 8.36 11.92 14.22
Nifty Pharma Index 1.04 -6.78 -8.78 -11.39 -13.75 -9.8 -13.04 4.48 9.94 12.93
Nifty CPSE Index -1.42 -3.24 -10.68 -11.97 -13.35 -10.2 -1.29 3.74 6.97 8.69
S&P BSE PSU 1.73 -0.63 -8.21 -17.51 -15.94 -10.81 0.25 2.92 0.25 11.15
CNX PSU Bank 11.04 7.51 -7.53 -26.38 -20.28 -17.1 -5.45 -1.46 2.51 7.8
FTSE Gold Mines Index -2.98 5.83 2.0 -13.4 4.66 -26.86 -3.16 -11.86 -4.72 2.06

Advisorkhoj develops innovative mutual fund research tools that help you in your mutual fund investments. We would be happy to get your feedback, suggestions. Please leave your comments below.

comments powered by Disqus

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved

Feedback