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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 Metal TRI 5.24 4.8 18.09 75.42 70.04 165.98 20.45 20.32 - 16.54
NIFTY SMALLCAP 50 TRI 0.71 8.65 24.04 42.63 49.64 123.38 13.0 11.38 10.3 11.97
Nifty Alpha 50 1.66 7.18 20.4 37.46 32.76 120.14 26.69 26.45 22.11 21.78
Nifty High Beta 50 3.35 9.42 6.86 36.92 29.23 117.45 1.16 8.2 0.84 5.19
NIFTY SMALLCAP 250 TRI 1.68 8.37 25.72 46.89 49.57 113.7 16.46 14.82 14.05 15.9
NIFTY SMALLCAP 100 TRI 1.28 7.75 23.11 44.06 47.86 112.22 13.26 12.84 12.03 13.32
S&P BSE 250 SmallCap TRI 2.39 7.78 24.85 43.93 46.13 109.78 9.11 11.32 9.09 9.33
S&P BSE SmallCap TRI 1.86 5.96 23.15 46.2 46.34 106.28 11.24 13.47 11.29 9.21
Nifty 500 value 50 2.68 11.92 10.46 50.08 40.76 104.99 6.04 12.54 9.08 14.03
Nifty Realty TRI 1.32 13.77 25.44 26.79 25.62 102.38 14.26 14.37 3.96 -5.61
S&P BSE ENHANCED VALUE INDEX TRI 1.75 0.63 16.53 41.46 46.47 98.77 12.23 10.64 7.46 11.48
NIFTY MIDCAP 100 TRI 0.84 2.2 14.43 30.7 32.41 80.61 14.54 14.66 14.3 21.28
NIFTY MIDCAP 150 TRI 0.82 2.47 14.38 31.19 32.62 79.91 17.14 17.7 16.66 16.89
NIFTY COMMODITIES TRI 1.33 2.39 15.05 41.83 40.86 79.31 6.79 15.09 - 9.93
S&P BSE India Infrastructure Index TRI -0.1 -0.91 11.13 28.99 30.73 77.88 -1.02 3.5 5.46 2.51
Nifty PSU Bank TRI 1.24 -3.53 18.42 33.55 38.36 74.0 -7.8 -3.35 -3.83 6.75
Nifty IT TRI 2.49 2.76 16.93 16.7 24.6 72.59 29.77 24.86 18.83 16.41
S&P BSE INFORMATION TECHNOLOGY TRI 2.28 1.8 15.69 17.9 26.18 71.98 19.21 18.82 16.91 16.51
S&P BSE MidCap TRI 0.79 1.46 12.81 25.08 27.52 68.66 6.84 9.69 11.75 9.53
Nifty 200 Momentum 30 2.77 6.57 18.26 36.22 27.82 66.54 19.06 23.13 20.77 20.65
S&P BSE MIDCAP SELECT TRI 0.94 2.96 12.77 20.03 22.64 65.73 6.06 9.14 13.92 13.4
Nifty Midcap 150 Quality 50 0.88 6.97 7.21 23.0 17.27 62.31 15.51 18.96 17.9 20.23
NIFTY 50 Equal Weight TRI 0.92 -0.13 10.16 20.52 22.84 61.87 13.5 12.46 11.09 13.96
NIFTY LARGE MIDCAP 250 TRI 0.83 1.08 11.51 22.66 23.32 61.28 15.03 16.01 14.81 15.85
Nifty 500 Shariah TRI 0.6 1.29 13.4 20.96 24.07 60.71 18.98 17.96 15.77 12.97
Nifty Bank TRI 1.11 -1.47 6.57 15.19 11.58 59.66 8.27 13.24 12.98 19.23
S&P BSE BANKEX TRI 1.12 -1.28 6.34 15.08 10.1 59.55 3.81 9.78 11.39 15.45
Nifty 100 Alpha 30 4.4 11.45 18.99 27.89 21.47 58.37 18.87 21.64 18.63 17.5
NIFTY 100 Equal Weight TRI 0.97 0.79 11.62 21.37 23.4 58.25 12.73 12.52 12.58 19.15
S&P BSE Sensex Next 50 TRI 0.46 1.0 11.57 18.77 20.35 57.93 3.56 6.52 10.13 11.2
S&P BSE 500 SHARIAH TRI 0.39 1.41 11.73 18.07 20.7 56.23 12.94 13.15 13.73 16.1
S&P BSE PSU TRI 0.41 -1.68 16.36 33.69 32.99 53.71 -7.99 -2.84 -2.01 1.98
S&P BSE Finance TRI 1.41 -0.59 7.81 14.59 11.1 53.49 8.27 13.36 13.3 11.09
S&P BSE Teck TRI 2.06 0.38 12.02 12.03 19.9 53.38 15.06 14.34 13.15 11.81
Nifty Growth Sector 15 1.22 5.72 6.16 15.08 7.14 53.11 5.03 8.1 14.16 19.28
S&P BSE Allcap TRI 0.92 0.66 10.72 19.0 19.34 52.96 6.3 10.08 10.78 9.4
S&P BSE Healthcare TRI -1.31 2.49 10.2 21.51 18.64 52.81 18.39 7.85 14.2 14.15
NIFTY 500 TRI 0.89 0.68 10.59 18.66 18.97 52.44 13.68 14.61 13.01 16.82
Nifty Financial Services TRI 1.45 -1.0 6.42 12.72 9.14 52.15 12.75 16.69 15.13 18.63
Nifty Services Sector TRI 1.57 -0.92 7.75 12.5 12.39 52.14 13.79 15.97 13.75 16.64
NIFTY 50 Value 20 TRI 0.95 0.25 10.11 14.98 20.23 51.46 19.29 19.1 15.23 20.4
S&P BSE 500 TRI 0.88 0.45 10.08 17.99 18.37 51.27 6.61 10.35 10.89 11.32
Nifty Private Bank TRI 0.83 -2.4 3.95 9.78 5.15 51.12 5.51 11.37 15.2 20.39
Nifty Next 50 TRI 1.14 1.45 12.82 20.19 20.7 50.56 11.21 13.26 14.65 21.74
NIFTY 100 ESG TRI 1.29 0.38 10.87 15.59 17.7 49.91 16.14 16.4 14.56 13.34
S&P BSE 250 Large MidCap TRI 0.8 0.1 9.61 17.25 17.57 49.84 13.82 14.83 13.28 12.75
Nifty Low Volatility 50 0.82 7.51 9.24 19.57 13.68 49.8 16.07 15.41 15.17 18.51
S&P BSE BHARAT 22 TRI 0.41 0.72 13.38 21.71 23.97 49.61 -7.73 -1.31 3.69 7.31
Nifty 100 Quality 30 1.07 7.97 5.28 15.12 7.51 49.48 - - - 11.45
NIFTY 200 TRI 0.83 0.01 9.41 16.38 16.55 48.1 13.08 14.29 12.79 14.41
S&P BSE 200 TRI 0.78 -0.21 8.79 15.78 16.03 47.45 6.37 10.18 10.86 11.35
Nifty Alpha Quality Low Volatility 30 1.62 6.67 8.39 16.98 8.73 46.29 13.27 15.79 17.51 18.84
S&P BSE LargeMidCap TRI 0.75 -0.25 8.71 15.11 15.47 46.0 5.47 9.47 10.53 9.29
Nifty 200 Quality 30 1.17 7.96 6.28 15.82 7.44 44.95 13.73 14.8 15.65 19.26
Nifty Quality Low Volatility 30 1.05 7.75 7.06 15.64 8.42 44.77 12.59 12.87 15.62 17.98
NIFTY DIVIDEND OPPORTUNITIES 50 TRI 0.76 1.35 12.33 17.96 20.96 44.63 11.24 13.57 11.48 12.05
NIFTY 100 TRI 0.83 -0.31 8.69 14.49 14.48 44.21 12.82 14.1 12.77 17.8
Nifty Alpha Low Volatility 30 1.45 6.38 11.32 18.37 11.13 44.01 11.27 16.39 18.26 19.94
S&P BSE 100 TRI 0.74 -0.31 8.29 13.76 13.97 43.96 5.73 9.66 10.38 9.05
NIFTY 50 TRI 0.78 -0.55 8.08 13.63 13.54 43.22 13.1 14.23 12.37 13.96
Nifty 100 low volatility 30 TRI -0.01 0.76 10.77 13.75 15.23 42.99 14.48 14.61 15.33 18.61
S&P BSE LargeCap TRI 0.74 -0.55 8.01 13.5 13.57 42.74 5.22 9.39 9.99 8.88
Nifty Auto TRI -1.16 -5.08 4.69 -0.23 10.8 42.24 -1.1 2.79 11.86 15.64
S&P BSE SENSEX 50 TRI 0.79 -0.53 7.74 12.92 12.89 41.76 5.57 9.94 10.43 9.23
Nifty Infrastructure TRI 0.08 1.04 9.45 18.54 21.76 41.3 14.22 10.07 5.25 10.22
S&P GLOBAL AGRIBUSINESS INDEX TRI 1.37 -3.03 -5.88 8.32 11.33 40.67 -0.59 2.93 2.78 2.28
Nifty Pharma TRI -3.14 -0.24 5.59 12.64 8.98 40.05 16.6 4.57 11.88 14.73
S&P BSE SENSEX TRI 0.73 -0.65 7.43 10.9 10.11 38.6 -0.68 5.99 8.19 7.48
NIFTY MNC TRI 0.64 1.18 11.19 11.84 14.0 32.94 8.68 13.84 14.9 13.93
Nifty India Consumption TRI 0.59 1.0 9.32 7.5 9.5 31.89 8.87 12.16 - 15.22
Nifty Media TRI 0.33 -4.62 13.57 5.02 6.34 31.75 -14.01 -7.96 3.53 4.8
S&P GLOBAL 1200 1.58 0.66 2.99 12.34 13.08 31.23 -4.51 2.97 5.45 4.35
Nifty Energy TRI -1.0 -4.23 7.08 17.71 14.79 23.35 11.83 18.29 10.64 18.18
Nifty FMCG TRI 0.36 0.98 8.01 8.02 8.35 20.98 7.36 12.32 15.09 15.13

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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