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 (%)
NASDAQ 100 TRI	2.02	6.78	15.36	27.78	21.13	31.72	32.65	22.89	23.66	13.86
NIFTY RURAL TRI	1.39	3.18	8.8	16.59	47.81	30.59	26.92	27.58	15.63	15.93
Nifty India Defence TRI	3.42	7.65	-4.47	37.46	28.79	29.67	59.27	62.88	-	34.53
Nifty Capital Markets TRI	1.72	-2.64	0.83	37.9	9.46	26.86	49.26	35.65	-	27.36
MSCI ACWI TRI	0.78	4.93	12.57	18.5	19.97	23.21	21.88	15.69	12.78	12.97
S&P GLOBAL 1200	0.98	3.44	10.89	15.24	14.99	18.06	17.37	12.8	11.69	8.71
NIFTY MIDSMALL FINANCIAL SERVICES TRI	1.4	-0.96	2.22	28.52	16.87	15.15	32.57	28.5	13.46	17.18
Nifty PSU Bank TRI	4.83	3.86	9.87	23.71	13.85	12.25	32.94	41.06	9.6	11.22
S&P GLOBAL AGRIBUSINESS INDEX	-1.64	1.02	0.52	9.96	15.87	11.29	1.96	9.72	7.49	5.74
Nifty Financial Services Ex-Bank TRI	0.76	0.73	3.65	18.13	20.71	9.81	21.37	23.25	16.65	19.75
Nifty Financial Services TRI	0.62	-0.24	1.56	10.86	13.89	9.78	13.88	20.81	15.01	-
Nifty Metal TRI	1.11	5.74	11.05	9.81	16.15	8.94	18.5	35.22	21.16	13.3
NIFTY INDIA INTERNET TRI	1.78	0.06	12.19	27.86	2.49	8.72	29.74	-	-	10.65
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
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 MIDSMALL HEALTHCARE TRI	0.31	0.98	9.87	14.27	2.89	7.72	30.92	19.46	18.62	21.59
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
BSE Financial Services	1.0	-0.04	1.5	12.6	10.69	6.09	13.35	19.89	12.67	13.49
Nifty Auto TRI	1.31	7.01	16.94	28.81	20.28	6.04	28.73	28.4	14.4	-0.01
BSE Financials Ex-Banks 30 Index	0.83	1.41	5.05	15.12	16.88	5.52	18.37	2.22	2.22	2.22
Nifty Bank TRI	1.19	-0.71	0.42	12.47	9.91	5.4	11.61	21.14	12.96	18.41
Nifty Transportation & Logistics TRI	1.88	5.3	17.05	28.42	18.22	5.38	28.23	30.26	15.94	0.01
NIFTY TOP 15 EQUAL WEIGHT TRI	1.25	3.06	3.83	12.5	11.52	4.56	14.47	21.1	14.08	14.31
NIFTY500 LOW VOLATILITY 50 TRI	0.72	3.6	6.35	16.55	14.12	4.3	22.12	21.11	16.17	0.01
BSE Bankex	1.5	0.16	-0.51	9.15	8.01	3.79	10.02	20.01	12.06	19.02
BSE Healthcare	0.74	1.5	5.86	10.42	-0.04	3.67	25.91	17.25	10.0	15.38
NIFTY INDIA TOURISM TRI	0.27	0.25	5.9	8.9	1.82	3.55	20.38	27.21	16.95	12.19
NIFTY Healthcare TRI	0.91	1.75	6.99	9.31	0.12	3.2	24.8	16.46	8.77	15.05
NIFTY500 MULTICAP INDIA MANUFACTURING 50:30:20 TRI	1.11	4.36	8.55	15.91	8.61	2.71	23.09	26.35	15.42	15.85
Nifty India Manufacturing TRI	1.54	4.75	8.78	17.03	10.91	2.14	23.19	25.27	14.92	15.71
Nifty Private Bank TRI	0.95	-0.21	-2.07	9.53	9.45	1.77	9.46	17.87	11.61	-0.01
Nifty Services Sector TRI	0.95	0.91	1.24	9.87	5.88	1.64	11.89	18.73	13.47	15.84
Nifty 100 ESG Sector Leaders TRI	0.82	1.53	3.87	12.31	9.23	1.35	14.68	17.89	13.7	14.63
NIFTY INDIA NEW AGE CONSUMPTION TRI	1.39	2.49	9.24	19.39	5.75	1.3	24.63	25.93	15.05	14.08
NIFTY 50 TRI	0.85	1.42	2.7	11.5	8.29	0.9	14.16	18.5	13.61	13.88
NIFTY 500 VALUE 50 TRI	2.48	3.45	6.97	12.56	9.17	0.89	33.43	38.19	18.71	16.89
NIFTY Midcap 50 TRI	1.24	2.09	3.56	16.01	4.59	0.79	25.49	29.46	19.3	15.23
NIFTY 50 Equal Weight TRI	0.92	2.4	5.04	14.29	11.64	0.72	18.2	23.61	14.37	14.39
Nifty India Consumption TRI	0.7	2.27	9.35	18.56	10.69	0.32	17.45	20.66	15.15	15.0
NIFTY TOP 20 EQUAL WEIGHT TRI	0.72	2.06	2.93	10.46	7.54	0.3	14.57	20.8	14.2	13.65
NIFTY MIDCAP 150 TRI	1.56	2.08	4.44	16.66	4.09	0.27	23.13	27.83	18.92	17.63
NIFTY MIDCAP 100 TRI	1.51	2.55	3.63	16.72	3.81	0.11	24.04	28.64	17.62	21.27
NIFTY LARGE MIDCAP 250 TRI	1.33	1.86	3.88	14.25	5.81	0.1	18.76	23.36	16.43	16.13
NIFTY 100 ESG TRI	1.19	2.18	4.82	13.55	8.73	0.04	14.67	18.71	14.59	13.31
Nifty Infrastructure TRI	1.8	1.21	3.35	13.8	10.0	0.02	22.2	24.84	13.75	12.16
NIFTY 200 TRI	1.16	1.8	3.37	12.59	6.72	-0.27	15.63	20.11	14.3	14.48
NIFTY 100 TRI	1.09	1.65	3.32	11.79	7.35	-0.34	14.24	18.78	13.73	-
Nifty Pharma TRI	1.55	2.81	6.3	7.8	-2.43	-0.36	23.32	13.81	6.65	14.47
NIFTY 500 TRI	1.28	1.87	3.64	13.34	5.89	-0.54	16.47	20.91	14.72	12.51
NIFTY TOTAL MARKET TRI	1.31	1.88	3.69	13.49	5.56	-0.63	16.87	21.34	14.91	14.94
NIFTY200 VALUE 30 TRI	2.16	2.72	5.82	10.74	8.04	-0.65	33.41	37.63	18.11	16.55
BSE Sensex	0.88	1.2	1.55	9.51	5.74	-0.67	11.79	16.27	12.15	15.01
NIFTY MIDSMALL INDIA CONSUMPTION TRI	1.06	1.54	6.11	10.95	-2.11	-0.68	21.48	24.86	17.86	16.87
NIFTY500 MULTICAP 50:25:25 TRI	1.46	2.09	3.9	14.76	4.62	-0.79	18.99	23.64	15.9	16.13
NIFTY MNC TRI	0.85	3.55	9.64	18.87	10.32	-0.93	16.64	17.89	13.86	13.42
BSE SENSEX 50	0.87	1.38	2.1	10.52	6.32	-0.96	12.5	16.94	-	13.95
BSE 100	1.04	1.55	2.62	10.83	6.09	-1.05	13.61	17.93	12.6	15.76
Nifty Low Volatility 50 TRI	0.45	1.38	3.11	11.72	8.59	-1.13	18.11	18.72	14.87	-
NIFTY MIDSMALLCAP 400 TRI	1.76	2.41	4.45	17.37	2.27	-1.14	23.36	28.09	18.11	17.2
Nifty 100 Low Volatility 30 TRI	0.19	1.55	5.43	13.84	8.88	-1.15	18.07	18.99	14.82	17.83
Nifty India Digital TRI	1.96	3.53	3.71	14.91	-3.55	-1.16	21.66	20.23	12.39	12.91
NIFTY 100 Equal Weight TRI	1.74	2.69	6.04	14.57	8.65	-1.32	18.1	22.42	14.21	18.58
BSE LargeCap	1.12	1.62	2.8	10.99	6.45	-1.34	12.32	17.16	12.21	12.07
BSE SENSEX Next 50	1.75	2.26	4.87	12.18	5.19	-1.42	18.8	22.8	13.23	13.51
Nifty Housing TRI	2.05	1.57	5.62	10.9	6.92	-1.45	13.5	23.59	15.87	14.26
NIFTY TOP 10 EQUAL WEIGHT TRI	1.24	1.44	-1.74	6.92	3.79	-1.5	11.92	17.77	14.71	13.8
BSE 250 LargeMidCap Index	1.2	1.75	3.12	11.67	5.49	-1.58	14.23	18.81	-	12.89
BSE 200	1.19	1.73	2.83	11.16	5.44	-1.71	14.06	18.68	13.11	13.75
NIFTY COMMODITIES TRI	1.66	2.45	6.48	9.95	12.5	-1.71	16.57	24.46	16.56	12.67
BSE LargeMidCap	1.18	1.72	3.07	11.52	5.44	-1.74	14.05	18.53	12.88	12.63
NIFTY Midcap150 Quality 50 TRI	0.81	2.19	2.97	14.99	2.5	-1.76	14.85	17.9	15.69	-0.01
NIFTY500 EQUAL WEIGHT TRI	1.81	3.08	5.5	18.2	3.85	-1.83	22.5	26.97	15.87	15.49
BSE Enhanced Value Index	2.4	2.51	4.37	12.0	7.97	-1.88	30.88	34.23	-	15.83
BSE AllCap	1.32	1.93	3.35	12.62	4.37	-1.94	15.45	20.03	13.58	12.61
BSE 500	1.26	1.84	3.21	12.25	4.8	-1.96	14.8	19.37	13.38	14.5
NIFTY IPO	2.39	4.87	15.63	26.04	1.73	-2.01	15.24	14.96	-	10.5
NIFTY500 QUALITY 50 TRI	1.57	3.99	2.91	15.68	1.75	-2.18	21.56	21.57	14.55	17.64
NIFTY500 MULTICAP INFRASTRUCTURE 50:30:20 TRI	2.06	1.8	3.29	13.62	4.81	-2.25	22.28	27.4	16.84	15.32
NIFTY GROWTH SECTORS 15 TRI	0.79	4.51	7.75	15.11	4.22	-2.28	13.59	19.81	10.37	17.83
BSE 150 MidCap Index	1.55	2.59	4.57	15.01	2.62	-2.48	22.13	26.37	1.94	1.94
NIFTY SMALLCAP 100 TRI	2.87	3.35	3.08	18.03	-0.87	-2.68	24.78	26.31	14.84	15.72
NIFTY INDIA SELECT 5 CORPORATE GROUPS TRI	1.5	2.95	6.25	14.24	7.7	-2.74	11.65	26.06	19.64	20.54
NIFTY SMALLCAP 50 TRI	3.04	2.75	3.05	17.74	0.25	-2.82	27.34	25.65	13.17	12.48
BSE Small Cap	2.0	3.02	4.85	18.72	-1.01	-3.0	23.29	28.94	17.57	20.44
BSE PSU	2.94	3.79	3.3	13.18	5.03	-3.18	28.55	32.39	11.3	11.86
NIFTY MICROCAP 250 TRI	2.1	2.35	4.94	17.35	-2.75	-3.26	30.38	39.78	21.78	-
BSE Mid Small Cap Index	1.75	2.61	4.58	16.41	-0.09	-3.27	22.89	27.29	16.81	13.9
BSE Mid Cap	1.48	2.17	4.29	14.01	0.91	-3.57	22.46	25.48	15.96	19.22
NIFTY SMALLCAP 250 TRI	2.11	3.01	4.45	18.69	-0.91	-3.63	23.83	28.66	16.44	16.35
NIFTY CPSE Total Return Index	1.54	2.96	1.05	10.51	8.94	-3.87	35.83	40.05	16.31	15.39
NIFTY HIGH BETA 50 TRI	3.22	4.53	4.99	17.17	7.79	-4.1	21.32	27.75	11.38	7.55
NIFTY 100 Quality 30 TRI	0.49	3.53	4.41	14.4	5.69	-4.44	16.07	17.78	12.36	13.33
BSE Midcap Select Index	1.41	2.89	4.15	12.69	-2.75	-4.5	18.5	21.71	14.25	13.75
Nifty EV and New Age Automotive TRI	1.14	5.35	11.08	19.58	8.1	-4.71	22.54	32.86	-	17.9
BSE Low Volatility Index	-0.02	0.94	2.51	10.8	5.39	-4.88	16.14	15.17	-	13.28
NIFTY PSE TRI	2.19	3.54	2.17	11.02	5.44	-5.12	34.74	36.03	16.1	13.57
Nifty Next 50 TRI	2.26	2.76	6.4	13.24	3.34	-5.41	17.23	21.36	14.7	20.67
BSE 250 SmallCap Index	1.87	2.7	3.98	17.85	-1.31	-5.51	21.7	26.84	-	12.61
NIFTY NON-CYCLICAL CONSUMER TRI	0.38	0.48	6.96	13.64	4.3	-5.93	16.66	19.58	15.64	16.01
BSE 500 SHARIAH	1.25	2.95	3.67	11.85	1.52	-6.16	11.64	15.73	12.14	14.57
NIFTY 200 Quality 30 TRI	0.31	3.27	3.79	14.21	3.24	-6.24	15.95	17.13	13.59	-
BSE Bharat 22 Index	1.67	2.64	1.96	8.49	1.06	-6.36	23.33	29.83	-	11.71
NIFTY Midcap 150 Moment 50 TRI	0.66	-0.22	0.48	13.94	-4.18	-6.42	22.96	30.8	22.12	23.5
Nifty Quality Low Volatility 30 TRI	0.09	2.49	4.26	11.91	5.56	-6.46	14.46	16.51	12.11	16.87
NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100 TRI	1.55	2.9	1.01	14.96	-3.05	-6.82	21.08	25.08	18.96	22.53
Nifty Alpha Quality Low Volatility 30 TRI	0.09	2.77	4.15	13.26	2.28	-7.27	20.12	19.18	14.9	-
NIFTY 50 Value 20 TRI	0.73	2.63	1.27	6.27	-2.21	-7.4	16.34	20.35	16.07	18.84
NIFTY OIL & GAS TRI	2.2	1.35	0.36	11.85	6.69	-7.62	12.99	18.51	17.61	14.94
BSE Quality Index	0.59	3.32	2.82	14.77	4.36	-7.86	17.43	18.97	-	13.75
NIFTY DIVIDEND OPPORTUNITIES 50 TRI	1.34	3.06	2.07	7.5	-1.49	-7.9	21.01	22.73	15.41	13.32
NIFTY200 ALPHA 30 TRI	0.49	1.01	3.15	15.35	-3.25	-8.12	24.91	25.87	20.41	-
Nifty 500 Shariah TRI	1.08	3.0	4.38	11.24	-1.6	-8.77	13.65	17.87	14.49	12.6
NIFTY MIDSMALL IT & TELECOM TRI	2.21	6.71	-0.5	12.32	-9.31	-9.13	20.34	27.53	20.4	13.36
NIFTY SMALLCAP250 QUALITY 50 TRI	1.92	2.02	2.73	16.09	-4.91	-9.34	22.5	28.38	19.04	19.62
BSE Teck	1.64	4.46	-3.45	4.15	-9.23	-9.76	11.5	13.5	11.15	7.07
NIFTY500 MULTICAP MOMENTUM QUALITY 50 TRI	1.09	4.06	0.6	14.19	-4.8	-10.27	21.39	23.03	18.25	21.61
NIFTY SMALLCAP250 MOMENTUM QUALITY 100 TRI	2.46	3.86	2.0	14.15	-5.72	-10.34	19.33	25.91	18.92	22.4
Nifty Alpha Low-Volatility 30 TRI	0.48	1.55	1.79	10.1	-0.35	-10.5	17.79	18.35	15.22	0.01
Nifty IT TRI	1.29	5.24	-5.09	2.08	-14.18	-10.83	13.15	15.26	14.28	14.88
Nifty FMCG TRI	-0.5	0.69	4.1	9.08	0.78	-11.64	10.74	15.24	13.01	16.44
BSE FMCG	-0.24	0.83	4.1	9.32	-0.17	-12.22	9.17	12.91	10.57	12.05
Nifty Alpha 50 TRI	1.25	1.44	1.09	13.08	-7.43	-12.26	19.94	25.94	20.32	21.01
BSE India Infrastructure Index	2.39	1.69	2.11	8.69	-1.52	-12.69	25.73	32.61	14.12	11.67
Nifty 50 Shariah TRI	0.42	2.08	0.48	5.44	-4.59	-13.02	-16.0	-0.42	2.46	9.39
Nifty Realty TRI	4.45	2.22	-6.69	9.58	-11.96	-13.31	27.48	32.8	18.86	0.13
Nifty 200 Momentum 30 TRI	0.61	0.89	0.15	11.91	-5.2	-13.51	17.01	21.08	18.13	19.54
Nifty Energy TRI	2.32	3.12	1.98	9.93	2.87	-14.25	10.29	19.91	18.76	18.2
NIFTY500 MOMENTUM 50 TRI	0.87	0.68	-1.46	12.18	-8.02	-14.34	18.24	25.83	19.33	22.46
BSE IT	1.39	5.35	-5.15	0.96	-16.72	-15.25	9.5	12.61	12.34	0.02
NIFTY INDIA RAILWAYS PSU TRI	3.22	4.19	-1.83	6.94	-6.0	-15.97	39.98	-	-	35.93
BSE POWER	2.71	3.8	3.86	6.32	-1.35	-17.6	9.57	32.06	13.99	9.75
Nifty Media TRI	-0.1	-3.11	-2.76	8.47	-10.5	-20.64	-7.96	0.46	-3.06	3.52

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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