Axis Balanced Advantage Fund January 2025 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 (%)
NIFTY RURAL TRI -2.78 -2.54 24.72 15.79 25.75 33.83 24.04 21.93 12.75 15.49
NASDAQ 100 TRI 2.03 6.8 9.07 20.69 6.71 30.88 22.17 23.77 22.74 13.65
Nifty Capital Markets TRI -7.13 -15.53 -10.0 6.06 -19.37 29.06 28.22 27.47 - 23.87
MSCI ACWI TRI 1.47 3.93 8.15 12.28 6.78 23.47 13.05 13.22 11.21 12.57
Nifty India Defence TRI -10.26 -17.36 -12.46 -25.88 -18.55 23.39 60.05 49.6 - 29.09
S&P GLOBAL 1200 1.1 2.99 5.49 10.12 4.91 21.48 8.53 10.4 9.97 8.43
NiftyFinancialServices TRI -0.54 2.96 0.34 1.37 -1.0 14.73 11.05 10.92 12.36 17.31
Nifty India Digital TRI -4.48 -5.75 -4.91 -5.05 -10.32 14.06 12.32 23.7 11.08 12.91
BSE Healthcare -4.36 -5.44 -5.1 -2.01 -10.9 13.57 18.82 23.22 9.87 15.24
NIFTY Healthcare TRI -2.95 -3.82 -2.49 -2.56 -9.57 12.67 18.39 22.49 8.78 14.94
Nifty Pharma TRI -2.7 -4.26 -2.9 -4.43 -9.79 12.37 17.41 21.67 6.78 14.47
Nifty Services Sector TRI -1.51 0.67 -2.29 -2.0 -2.94 10.8 9.5 13.13 11.7 15.84
Nifty Financial Services Ex-Bank TRI -2.05 -1.7 -0.6 -0.73 -1.39 10.72 14.53 12.58 13.72 19.17
Nifty India Consumption TRI -3.87 -3.77 -3.91 -9.75 -6.24 9.32 16.42 16.98 13.09 14.5
NIFTY NON-CYCLICAL CONSUMER TRI -2.89 -5.35 -5.21 -11.4 -8.45 9.26 14.94 16.16 13.9 15.76
Nifty IT TRI -3.58 -2.25 -2.55 1.63 -4.68 9.1 8.08 22.21 14.89 15.72
Nifty India Manufacturing TRI -3.93 -6.18 -6.83 -14.11 -8.32 8.86 18.14 23.32 12.42 15.1
BSE Teck -2.98 -1.81 -2.28 -1.74 -4.08 8.82 6.69 17.85 11.31 7.48
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
NIFTY500 MULTICAP INDIA MANUFACTURING 50:30:20 TRI -4.22 -6.17 -6.33 -11.54 -8.75 8.42 17.93 24.68 12.88 15.34
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 Auto TRI -5.02 -3.68 -4.17 -14.21 -3.86 8.24 25.16 24.31 10.67 17.23
NIFTY INDIA TOURISM TRI -5.05 -6.65 -0.83 -5.06 -12.16 7.68 16.28 20.61 13.32 11.73
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
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 TOP 10 EQUAL WEIGHT TRI -1.78 -0.68 -1.4 -4.24 -2.31 7.24 11.97 14.33 12.94 13.89
Nifty Bank TRI -1.44 1.48 -1.83 -2.47 -3.15 7.1 10.42 10.57 10.56 18.28
Nifty Low Volatility 50 TRI -1.56 -0.84 -0.98 -6.02 -1.43 7.01 16.01 17.9 13.8 17.79
Nifty Private Bank TRI -1.29 3.67 -0.25 -2.76 -0.93 6.43 9.74 8.41 9.83 18.38
BSE Bankex -1.18 1.91 -2.28 -2.89 -3.07 6.31 9.23 9.71 9.79 18.99
BSE Financial Services -1.83 -0.18 -2.58 -3.03 -4.43 6.2 10.17 9.78 9.94 13.07
NIFTY MNC TRI -2.96 -5.04 -6.29 -14.76 -6.98 5.73 12.62 14.54 11.59 13.06
Nifty 100 Low Volatility 30 TRI -1.46 -0.65 -0.77 -5.67 -1.65 5.55 15.09 18.13 13.51 17.8
NIFTY 50 TRI -1.75 -0.91 -2.2 -6.04 -2.67 5.45 11.21 15.14 11.41 13.75
S&P GLOBAL AGRIBUSINESS INDEX -0.04 -2.52 0.74 2.35 2.83 5.37 -2.43 6.79 4.94 4.89
Nifty 100 ESG Sector Leaders TRI -2.14 -1.98 -3.25 -7.17 -3.78 5.2 10.25 14.77 11.45 14.15
BSE Financials Ex-Banks 30 Index -1.98 -2.02 -2.32 -5.53 -3.01 4.94 12.28 0.68 0.68 0.68
BSE Sensex -1.7 -0.81 -2.04 -5.52 -2.74 4.9 9.49 13.11 10.05 15.0
NIFTY 50 Value 20 TRI -2.01 -3.05 -5.04 -7.85 -4.97 4.76 14.64 20.93 14.74 19.38
NIFTY 100 TRI -2.26 -2.31 -3.98 -8.37 -4.51 4.7 11.27 15.24 11.6 16.91
Nifty Transportation & Logistics TRI -5.0 -5.69 -7.66 -17.06 -8.05 4.6 23.44 24.91 12.43 17.9
BSE SENSEX Next 50 -4.67 -6.54 -7.57 -13.07 -10.45 4.52 15.55 18.33 11.26 13.0
BSE SENSEX 50 -1.93 -1.54 -3.08 -7.08 -3.46 4.44 9.8 13.73 - 13.68
NIFTY 100 ESG TRI -2.43 -2.31 -3.81 -8.19 -4.19 4.32 9.84 15.89 12.36 12.88
NIFTY 200 TRI -2.71 -3.39 -4.61 -9.21 -5.95 4.23 12.5 16.35 12.03 14.23
Nifty Metal TRI -1.3 -3.18 -6.28 -7.89 -4.62 4.21 13.96 28.09 14.92 12.64
NIFTY GROWTH SECTORS 15 TRI -2.65 -2.47 -1.83 -6.91 -3.36 4.16 16.16 14.52 9.69 17.98
NIFTY 100 Quality 30 TRI -3.1 -3.32 -4.77 -10.79 -4.58 3.83 12.84 15.82 10.6 13.12
BSE 100 -2.44 -2.5 -3.93 -8.24 -4.82 3.78 10.74 14.47 10.35 15.7
NIFTY LARGE MIDCAP 250 TRI -3.64 -5.52 -6.08 -10.8 -8.7 3.71 15.49 19.51 14.15 15.78
NIFTY EV & NEW AGE AUTOMOTIVE -5.92 -7.31 -9.84 -18.04 -9.09 3.47 21.17 29.16 - 16.59
NIFTY 500 TRI -3.32 -4.63 -5.79 -10.1 -7.54 3.4 12.96 17.09 12.4 12.26
NIFTY 50 Equal Weight TRI -1.93 -1.21 -2.7 -8.09 -2.22 3.39 15.07 20.39 11.73 14.18
NIFTY TOTAL MARKET TRI -3.49 -4.97 -6.06 -10.29 -7.95 3.3 13.34 17.51 12.62 14.62
BSE 250 LargeMidCap Index -2.84 -3.7 -5.14 -10.03 -6.44 3.28 11.18 15.25 - 12.13
BSE IT -3.7 -3.46 -4.22 -3.0 -6.68 3.21 5.41 19.73 13.02 15.24
NIFTY 200 Quality 30 TRI -3.55 -4.91 -7.31 -12.54 -7.27 3.16 12.15 16.07 11.88 18.04
BSE 200 -2.72 -3.42 -4.89 -9.64 -6.0 2.95 11.22 15.21 10.92 13.62
BSE LargeCap -2.3 -2.49 -4.05 -8.74 -4.59 2.78 9.52 13.69 9.87 11.82
NIFTY 100 Equal Weight TRI -3.16 -4.72 -6.58 -12.81 -6.91 2.41 13.79 18.59 11.88 18.28
NIFTY MIDCAP 150 TRI -5.1 -8.77 -8.34 -13.37 -12.85 2.38 19.55 23.64 16.5 17.14
BSE LargeMidCap -2.82 -3.6 -5.08 -10.02 -6.32 2.35 11.03 14.84 10.63 12.35
NIFTY500 MULTICAP 50:25:25 TRI -4.27 -6.62 -7.44 -11.52 -10.11 2.27 14.81 19.72 13.52 15.76
Nifty Next 50 TRI -4.68 -8.55 -11.64 -18.25 -12.49 2.21 13.94 17.05 12.95 20.37
NIFTY Midcap150 Quality 50 TRI -5.41 -9.33 -10.81 -14.35 -13.03 2.18 9.81 15.41 13.5 18.32
NIFTY MIDCAP 100 TRI -4.94 -8.62 -7.66 -13.33 -12.76 2.04 20.37 23.86 15.4 20.94
BSE 150 MidCap Index -5.07 -8.44 -9.09 -15.01 -13.15 1.96 17.96 22.51 0.56 0.56
BSE 500 -3.3 -4.63 -6.05 -10.74 -7.63 1.95 11.45 15.69 11.08 14.29
BSE AllCap -3.61 -5.26 -6.5 -10.98 -8.31 1.9 12.0 16.3 11.24 12.27
Nifty Alpha Quality Low Volatility 30 TRI -3.1 -5.16 -7.06 -14.82 -8.06 1.76 15.67 17.65 13.99 18.2
BSE Midcap Select Index -5.44 -9.18 -10.04 -14.25 -16.29 1.69 14.7 17.31 - 12.87
Nifty Quality Low Volatility 30 TRI -2.36 -2.06 -3.53 -10.13 -3.21 1.45 11.98 15.39 11.21 16.9
NIFTY DIVIDEND OPPORTUNITIES 50 TRI -3.07 -5.33 -7.45 -12.5 -7.32 0.9 18.98 21.41 13.39 13.4
Nifty FMCG TRI -3.02 -4.59 -4.55 -14.17 -6.26 0.85 15.11 13.74 10.95 16.51
NIFTY Midcap 150 Moment 50 TRI -5.95 -10.89 -13.19 -16.74 -17.38 0.51 21.2 28.2 20.75 23.35
NIFTY Midcap 50 TRI -4.57 -7.48 -6.9 -13.69 -12.31 0.26 21.13 24.82 16.33 14.73
BSE Mid Cap -5.29 -8.75 -9.84 -15.74 -14.02 0.01 18.55 20.81 14.02 18.91
Nifty Housing TRI -2.37 -3.76 -7.34 -11.82 -7.93 -0.3 10.81 16.82 12.85 13.85
NIFTY SMALLCAP 50 TRI -7.14 -11.44 -12.17 -13.55 -16.54 -0.31 16.67 21.75 10.05 11.83
Nifty 500 Shariah TRI -4.14 -7.59 -8.99 -15.17 -10.93 -0.43 9.76 17.81 13.29 12.42
BSE Low Volatility Index -1.74 -1.28 -1.49 -8.37 -2.65 -0.45 13.7 15.35 - 13.2
BSE Mid Small Cap Index -6.65 -11.34 -11.91 -15.93 -16.19 -0.52 17.88 23.26 14.45 13.32
BSE FMCG -3.75 -5.67 -6.24 -15.05 -7.65 -0.65 12.63 10.86 8.39 12.0
Nifty Alpha Low-Volatility 30 TRI -3.08 -3.62 -7.11 -14.62 -7.69 -0.91 15.88 16.66 14.94 19.16
Nifty Infrastructure TRI -2.83 -5.33 -5.68 -12.96 -6.03 -0.94 17.86 21.14 11.11 11.68
BSE Small Cap -7.91 -13.68 -13.79 -16.15 -18.17 -1.09 17.31 25.45 14.89 19.99
Nifty 50 Shariah TRI -1.92 -3.59 -4.61 -12.13 -5.51 -1.21 -14.44 1.61 2.06 9.63
NIFTY SMALLCAP250 QUALITY 50 TRI -6.33 -12.91 -15.25 -17.47 -18.68 -1.4 19.44 26.44 17.14 19.31
NIFTY500 EQUAL WEIGHT TRI -6.2 -10.29 -10.8 -15.62 -14.07 -1.55 16.68 23.21 13.15 14.89
BSE Quality Index -2.65 -6.02 -8.19 -19.15 -8.1 -2.04 14.83 16.89 - 13.11
NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100 TRI -6.42 -12.35 -13.63 -19.54 -16.87 -2.13 17.19 23.46 16.97 22.32
NIFTY500 MULTICAP INFRASTRUCTURE 50:30:20 TRI -4.25 -7.95 -8.02 -15.28 -10.88 -2.81 18.59 23.06 13.97 14.86
BSE 500 SHARIAH -4.05 -6.5 -7.44 -13.96 -8.59 -2.95 7.58 15.46 10.68 14.32
NIFTY 500 VALUE 50 TRI -3.0 -6.3 -8.53 -15.25 -7.66 -3.31 27.71 32.3 15.33 16.44
NIFTY SMALLCAP 250 TRI -7.8 -13.31 -13.79 -16.5 -18.44 -3.59 16.45 24.05 13.75 15.73
NIFTY200 VALUE 30 TRI -3.18 -6.28 -9.13 -16.49 -8.92 -3.68 29.07 30.29 14.03 16.07
Nifty Alpha 50 TRI -6.79 -14.82 -15.59 -23.81 -20.86 -3.71 11.66 26.65 18.66 20.75
NIFTY SMALLCAP 100 TRI -7.42 -12.71 -12.31 -16.15 -17.82 -4.11 14.78 21.52 11.84 15.17
NIFTY CPSE Total Return Index -3.94 -9.85 -11.86 -23.95 -9.32 -4.24 34.56 32.12 12.4 14.68
BSE 250 SmallCap Index -7.71 -13.04 -14.27 -17.2 -18.03 -4.29 15.19 22.33 - 10.82
NIFTY200 ALPHA 30 TRI -5.62 -11.29 -13.84 -23.22 -17.61 -5.33 17.84 22.04 19.0 18.05
Nifty Realty TRI -6.6 -11.46 -12.18 -20.66 -20.97 -5.51 22.69 22.55 14.28 -0.46
NIFTY COMMODITIES TRI -2.22 -3.86 -7.25 -15.27 -4.13 -5.69 11.2 20.43 12.98 12.19
Nifty 200 Momentum 30 TRI -4.73 -7.89 -14.13 -21.12 -13.96 -6.46 13.93 19.49 17.44 19.59
NIFTY IPO -6.59 -12.13 -12.89 -17.79 -17.95 -6.83 5.34 8.43 - 8.39
NIFTY500 MOMENTUM 50 TRI -6.14 -10.77 -16.4 -24.04 -17.88 -7.09 16.2 24.16 17.86 22.49
NIFTY500 MULTICAP MOMENTUM QUALITY 50 TRI -5.86 -12.14 -15.5 -21.97 -17.56 -7.12 14.9 21.5 16.97 21.43
BSE Bharat 22 Index -3.69 -9.07 -12.37 -18.18 -11.24 -7.15 22.83 20.24 - 10.75
BSE Enhanced Value Index -2.48 -5.37 -7.28 -16.1 -6.9 -7.64 23.06 28.41 - 15.05
NIFTY SMALLCAP250 MOMENTUM QUALITY 100 TRI -7.34 -13.64 -15.05 -21.3 -19.22 -8.39 14.45 23.54 17.27 22.17
BSE India Infrastructure Index -5.19 -12.59 -15.21 -26.97 -14.82 -9.11 22.6 25.06 10.71 10.84
NIFTY PSE TRI -4.36 -10.32 -13.36 -24.44 -11.83 -9.54 30.55 27.44 12.57 13.1
BSE POWER -3.97 -12.36 -19.69 -28.67 -15.73 -9.91 14.71 26.4 10.34 9.19
BSE PSU -4.52 -10.44 -12.92 -23.17 -12.4 -12.21 24.17 21.25 7.47 11.36
NIFTY HIGH BETA 50 TRI -5.65 -9.88 -11.39 -22.65 -11.81 -15.02 14.99 19.6 6.36 6.75
NIFTY OIL & GAS TRI -3.77 -8.41 -7.72 -22.98 -7.15 -15.35 10.27 17.11 15.04 14.61
Nifty PSU Bank TRI -3.74 -6.19 -9.06 -13.73 -9.73 -16.57 29.39 23.44 4.98 10.33
Nifty Energy TRI -4.2 -10.86 -16.54 -27.37 -12.13 -21.3 8.88 18.29 15.7 17.91
Nifty Media TRI -6.27 -12.81 -22.8 -27.66 -18.35 -30.9 -11.53 -3.23 -3.68 3.13

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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