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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 Small Cap 0.7 -8.92 5.7 18.49 -5.06 37.96 17.55 22.79 6.62 23.03
Nifty MNC Index 1.2 -2.8 7.44 13.11 -2.67 37.03 13.42 22.2 14.81 12.22
Nifty Smallcap 250 Index 0.71 -9.47 4.65 15.8 -5.29 34.52 16.33 23.12 8.83 16.11
S&P BSE Mid Small Cap Index 0.79 -8.27 3.17 15.42 -5.33 33.36 16.73 21.19 9.41 13.26
Nifty Mid Small Cap 400 0.92 -8.54 3.72 14.47 -5.99 32.36 16.26 22.52 10.23 16.1
Nifty Smallcap 100 Index -0.28 -11.86 1.87 14.59 -7.14 31.62 15.01 19.85 6.76 16.29
Hang Seng Index 2.18 -0.71 7.85 14.5 4.0 29.68 8.03 5.82 2.57 8.34
CNX Finance -0.91 -2.09 3.01 6.57 0.81 29.62 10.28 16.04 10.16 18.15
CNX 500 Shariah 0.46 -5.97 2.86 10.25 -4.95 28.97 12.34 17.96 8.82 10.6
Nasdaq 100 Index 7.75 0.54 8.57 15.02 6.23 28.15 15.73 19.7 14.33 13.45
S&P BSE Mid Cap 0.93 -7.31 2.91 11.33 -5.72 27.42 16.09 20.45 8.27 21.73
S&P BSE Midcap Select Index 1.21 -8.25 0.79 8.16 -7.36 27.24 - - - 18.98
MSCI Golden Dragon Index 1.67 8.75 14.07 21.3 29.91 27.21 6.76 8.41 2.15 3.31
CNX Nifty Shariah 0.18 -3.94 2.51 6.71 -3.82 26.21 9.78 14.4 6.75 8.52
Nifty Bank -1.91 -2.47 0.81 5.43 -0.45 26.09 9.49 15.56 10.49 19.53
Nifty Next 50 Index 0.02 -5.71 2.82 8.63 -3.65 26.02 14.91 20.24 11.63 15.32
CNX Midcap 0.5 -8.16 3.63 11.62 -5.71 25.85 15.01 20.25 10.69 18.13
Nifty50 Value 20 Index -0.72 -0.84 4.91 12.22 1.12 25.79 6.54 12.39 - 18.71
CNX Consumption 0.13 -4.86 2.98 9.4 -4.97 25.16 11.94 16.56 12.07 13.9
S&P BSE Bankex -2.26 -2.48 0.38 5.52 -0.43 24.53 9.0 15.22 10.19 23.14
S&P BSE 500 0.02 -3.82 3.89 9.2 -1.64 24.02 9.13 14.75 7.39 15.17
CNX 500 0.01 -3.88 3.9 9.16 -1.76 23.79 9.12 14.94 7.72 15.11
Nifty Service Sector Index -0.86 -1.48 4.2 7.21 1.05 23.07 6.98 13.93 8.11 15.09
MSCI Asia 0.48 3.88 6.55 12.34 15.98 22.83 7.2 11.0 0.4 1.39
CNX 200 -0.11 -3.31 3.75 8.29 -1.36 22.33 8.07 14.0 7.32 13.15
MSCI AC Asia Pacific ex Japan 0.7 5.81 9.92 17.79 24.77 22.32 5.82 6.99 2.85 3.86
S&P BSE 200 -0.08 -3.27 3.73 8.22 -1.31 22.31 8.23 14.11 7.37 14.02
S&P BSE Sensex -0.34 -1.57 4.69 9.06 0.71 21.81 5.64 11.99 6.59 15.16
CNX 100 -0.25 -2.46 3.97 7.77 -0.48 21.6 7.5 13.52 7.8 17.12
S&P BSE 100 -0.19 -2.82 3.59 7.58 -0.84 21.55 7.1 13.07 6.95 14.25
CNX Nifty -0.3 -1.83 4.22 7.67 0.14 20.87 6.2 12.36 7.12 14.04
Nifty 100 Low Volatility 30 Index -0.1 -1.88 4.33 7.5 -0.26 19.97 9.26 14.89 13.08 17.67
Nifty Commodities Index 1.09 -5.22 2.5 7.42 -2.71 19.81 12.63 10.49 3.49 10.26
S&P BSE IT -0.99 3.84 13.5 18.4 7.2 19.35 0.78 13.29 12.04 13.98
S&P BSE FMCG 0.26 -1.93 4.93 8.3 -0.91 19.31 8.02 12.78 16.98 13.19
MSCI Emerging Markets Index 0.98 6.09 8.57 14.71 20.17 19.2 5.19 5.64 2.18 23.91
S&P BSE India Infrastructure Index 0.22 -5.8 2.91 6.89 -5.17 18.99 8.95 - - 9.48
Nifty FMCG Index -0.2 -1.61 5.78 7.33 -0.44 17.9 7.34 12.28 16.67 16.0
Nifty Div Opps 50 Index -0.34 -1.25 4.92 8.47 0.2 17.42 7.35 9.68 9.39 9.81
Russell 3000 Growth 0.19 2.65 4.19 11.34 16.11 16.51 10.85 13.49 7.4 7.36
S&P 500 5.82 -1.98 6.5 10.82 2.15 16.26 9.21 12.44 7.3 8.91
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 Teck -1.28 -0.02 8.81 13.92 2.22 15.8 0.93 11.63 6.93 11.77
Nifty Quality 30 Index -0.35 -1.89 5.1 9.81 -0.89 15.37 4.01 14.07 - 11.66
MSCI Europe 1.19 1.93 -0.27 7.92 8.32 15.0 6.25 7.76 0.17 5.98
Nifty 50 Equal Weight Index -0.33 -3.06 2.0 5.31 -1.89 14.37 5.01 11.27 7.56 12.06
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
MSCI World 0.23 1.96 1.93 7.16 9.2 14.01 7.27 10.62 2.58 5.82
Russell 1000 -0.11 1.98 3.06 7.54 10.37 13.45 8.38 12.18 5.36 8.84
CNX Media -1.4 -7.66 7.63 14.02 -2.9 12.37 12.88 14.2 4.75 10.51
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
MSCI South East Asia -0.03 1.27 1.52 7.08 11.31 7.24 0.82 2.93 2.48 6.01
Nifty 50 Arbitrage Index -0.02 0.19 1.31 2.2 0.43 4.46 6.05 6.92 - 6.92
Nifty CPSE Index 0.05 -4.63 1.98 9.71 -1.98 4.3 2.62 5.47 6.57 9.81
S&P BSE PSU -1.84 -6.88 -5.55 1.91 -6.27 2.58 2.35 3.36 0.05 11.96
I-Sec Li-BEX 0.34 0.79 3.32 -0.5 -0.22 2.54 4.87 2.38 1.2 0.11
S&P BSE POWER 0.99 -7.04 0.9 -0.9 -5.71 2.45 1.0 4.32 -5.05 6.36
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
Nifty 8-13 yr G-Sec Index -0.57 -1.31 -2.32 -3.41 -1.96 1.56 6.54 7.02 - 7.5
I - Sec SIBEX 0.18 0.33 0.71 -0.16 0.03 0.81 1.3 0.97 0.62 -0.86
CNX PSU Bank -7.17 -10.29 -16.24 -0.48 -11.62 0.33 -5.71 -0.63 0.39 8.75
Nifty 10 yr Benchmark G-Sec Index -0.55 -1.44 -3.11 -4.73 -1.87 -0.02 6.01 6.16 - 6.62
S&P BSE Healthcare 0.04 -3.82 5.92 9.62 -3.04 -2.51 -3.28 12.68 14.54 15.01
Nifty Pharma Index -0.59 -4.68 2.02 5.13 -4.29 -9.18 -7.91 9.44 12.81 13.83
FTSE Gold Mines Index -2.98 5.83 2.0 -13.4 4.66 -26.86 -3.16 -11.86 -4.72 2.06

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