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 CPSE Total Return Index	-0.66	8.24	17.15	41.28	50.82	120.01	57.5	32.65	15.27	17.2
BSE India Infrastructure Index	-0.51	9.28	19.76	33.85	50.67	113.7	42.93	30.61	14.88	15.08
Nifty Realty TRI	-5.11	-4.49	10.62	29.41	36.11	99.85	38.83	31.67	16.35	0.92
S&P GLOBAL 1200	-2.52	-1.21	5.92	10.77	13.01	95.4	4.13	10.18	8.8	7.94
BSE PSU	-1.96	4.38	11.29	32.5	41.14	92.98	41.41	25.22	10.48	12.88
BSE POWER	1.0	2.14	13.12	30.5	37.49	92.4	43.71	31.93	14.03	11.21
NIFTY 500 VALUE 50 TRI	-1.52	3.22	8.76	28.52	32.92	84.79	42.14	33.54	18.41	18.06
BSE Enhanced Value Index	-1.63	4.04	8.34	28.31	33.71	82.1	36.53	31.06	-	18.79
Nifty Alpha 50 TRI	-1.01	2.57	15.57	28.16	36.5	75.35	27.23	37.92	25.32	22.89
NIFTY SMALLCAP 50 TRI	-0.45	1.98	11.75	22.21	22.68	69.39	19.34	27.21	13.39	13.08
NIFTY Midcap 150 Moment 50 TRI	-1.95	0.05	13.54	24.1	29.6	68.66	33.65	38.42	27.38	25.21
Nifty Energy TRI	-1.08	6.28	6.98	22.14	28.48	66.35	32.07	25.86	18.44	19.98
Nifty Transportation & Logistics TRI	-0.09	1.71	15.05	35.68	37.82	65.71	35.84	31.87	17.54	19.53
Nifty 200 Momentum 30 TRI	-1.58	-0.54	10.42	25.38	29.72	64.34	25.76	28.69	23.21	21.57
Nifty Auto TRI	0.22	1.72	16.05	38.32	38.3	63.94	37.0	31.0	15.08	18.61
Nifty Next 50 TRI	-1.2	1.27	13.56	33.49	35.86	63.63	23.41	23.41	17.38	22.01
BSE Bharat 22 Index	-0.93	5.39	9.02	22.68	26.42	62.89	37.25	22.16	-	15.07
NIFTY SMALLCAP 100 TRI	-0.79	2.52	10.84	21.61	23.77	62.77	22.51	27.94	15.08	16.68
Nifty PSU Bank TRI	-3.45	-2.63	-2.7	21.48	26.08	60.0	45.01	21.35	8.0	11.66
NIFTY EV & NEW AGE AUTOMOTIVE	-0.51	0.57	16.15	33.82	33.47	57.99	38.12	37.76	-	21.89
NIFTY SMALLCAP 250 TRI	-0.51	2.6	11.28	20.57	24.9	57.98	25.61	31.11	17.6	17.35
NIFTY HIGH BETA 50 TRI	-3.19	-0.74	4.75	18.89	21.99	57.4	28.87	25.5	9.1	8.38
BSE Mid Cap	-1.34	1.51	13.26	23.76	26.81	57.03	26.52	27.65	17.67	20.34
BSE Mid Small Cap Index	-0.56	2.43	13.71	22.44	26.42	56.94	26.55	30.34	18.54	14.75
BSE Small Cap	0.15	3.25	14.1	21.18	25.97	56.82	26.63	32.77	18.27	21.56
Nifty Infrastructure TRI	-1.62	3.32	7.66	20.43	26.26	56.02	28.61	25.68	12.55	12.79
BSE 150 MidCap Index	-1.0	2.24	14.98	23.8	26.68	55.11	25.71	30.01	1.96	1.97
BSE Quality Index	-0.44	4.49	17.63	26.25	29.4	54.99	22.09	23.24	-	16.72
NIFTY DIVIDEND OPPORTUNITIES 50 TRI	-0.35	7.31	13.64	21.05	24.86	54.95	27.71	24.18	15.56	14.73
NIFTY MIDCAP 100 TRI	-0.63	2.56	13.18	20.61	23.3	54.77	28.15	29.82	19.22	22.26
Nifty India Manufacturing TRI	-1.14	0.31	13.95	33.12	32.82	54.59	26.14	28.62	15.82	16.41
Nifty Alpha Quality Low Volatility 30 TRI	-0.78	3.76	15.31	26.1	27.34	54.28	23.22	24.2	18.8	19.68
BSE Midcap Select Index	-1.01	0.54	14.08	24.4	24.67	53.54	20.95	22.74	-	15.33
NIFTY MIDCAP 150 TRI	-0.8	1.75	13.29	21.47	23.86	53.37	27.39	30.38	20.57	18.5
BSE SENSEX Next 50	-1.08	1.22	12.55	26.11	27.47	53.08	22.89	22.3	14.08	14.21
NIFTY Midcap 50 TRI	-0.38	1.88	14.37	20.83	21.71	52.86	29.33	30.77	18.94	15.88
BSE 250 SmallCap Index	-0.35	2.31	11.5	19.76	23.67	51.86	24.11	28.87	-	15.11
Nifty Alpha Low-Volatility 30 TRI	-0.41	4.97	10.69	22.3	25.21	50.65	22.99	22.26	19.86	20.65
NIFTY COMMODITIES TRI	-1.54	2.62	6.23	20.47	20.75	50.26	22.03	24.18	14.27	13.48
Nifty India Digital TRI	-0.73	7.39	14.67	17.48	21.5	48.83	15.91	24.85	13.25	13.35
NIFTY 100 Equal Weight TRI	-1.02	3.15	11.52	24.29	24.74	48.33	21.62	23.0	14.96	19.53
Nifty Pharma TRI	1.65	8.28	12.06	20.93	25.96	47.79	13.95	22.08	9.4	14.83
BSE Healthcare	1.49	7.1	11.54	19.33	24.73	46.28	14.29	25.11	12.48	15.49
NIFTY Healthcare TRI	1.12	7.67	11.85	20.64	25.88	44.67	14.89	24.09	11.44	15.32
NIFTY500 MULTICAP 50:25:25 TRI	-1.05	2.41	10.9	19.58	20.58	43.27	22.18	24.85	16.63	16.96
Nifty 500 Shariah TRI	-0.25	6.14	15.76	20.62	21.58	42.75	17.68	24.03	16.7	13.8
NIFTY LARGE MIDCAP 250 TRI	-1.12	2.2	11.42	19.8	20.32	42.16	22.54	24.59	17.4	16.91
NIFTY 50 Value 20 TRI	-0.56	7.51	12.83	18.49	20.73	41.36	21.86	24.17	16.67	20.73
NIFTY Midcap150 Quality 50 TRI	-0.63	0.95	18.79	20.88	21.23	39.78	14.96	23.06	17.94	19.82
NIFTY MNC TRI	-1.23	1.53	14.28	28.4	26.86	39.53	21.19	21.35	16.17	13.93
Nifty Metal TRI	-5.07	-7.09	-0.9	18.71	14.86	39.52	21.26	29.69	13.05	13.55
NIFTY 200 Quality 30 TRI	-0.75	5.75	16.73	19.64	18.85	39.15	18.42	21.07	15.24	19.32
Nifty India Consumption TRI	0.1	4.18	12.01	21.82	21.25	39.03	22.68	21.93	15.74	15.45
Nifty Low Volatility 50 TRI	-0.62	5.33	11.64	18.28	18.85	38.23	18.09	21.96	17.1	0.42
BSE 500 SHARIAH	-1.0	4.01	11.87	17.04	18.43	37.85	14.81	21.58	14.56	16.54
BSE Teck	-	10.68	16.48	12.31	16.91	37.49	11.78	19.43	13.02	7.64
Nifty IT TRI	0.24	13.23	20.66	10.97	14.34	37.36	12.41	23.38	16.79	15.93
NIFTY 500 TRI	-1.24	2.53	10.3	18.85	18.66	36.97	19.92	21.4	15.18	12.89
Nifty Housing TRI	-2.09	-0.74	6.34	16.75	13.44	36.97	18.06	21.19	14.76	15.05
NIFTY 100 Quality 30 TRI	-1.16	4.34	13.67	19.64	17.16	36.75	18.69	20.13	13.95	14.41
NIFTY 50 Equal Weight TRI	-1.31	3.84	9.49	17.47	16.69	36.72	21.75	22.9	13.77	14.77
BSE Low Volatility Index	-0.88	3.92	8.76	15.46	18.15	36.62	15.43	18.95	-	15.37
BSE AllCap	-1.1	2.58	10.12	18.24	18.45	36.61	19.12	20.75	14.07	13.32
BSE IT	0.61	12.67	19.1	10.09	13.73	36.33	10.2	21.33	15.39	15.67
BSE 500	-1.26	2.45	9.93	18.03	17.84	35.03	18.4	20.07	13.86	15.12
Nifty 100 Low Volatility 30 TRI	-0.81	5.21	11.22	16.15	15.36	34.61	18.33	20.45	15.81	18.63
Nifty 50 Shariah TRI	0.45	10.88	16.6	15.16	16.11	34.58	-9.64	5.23	4.77	10.52
NIFTY 200 TRI	-1.31	2.69	10.05	18.43	17.73	34.57	19.1	20.23	14.66	15.13
BSE 250 LargeMidCap Index	-1.36	2.46	9.78	17.87	17.28	33.56	17.86	19.41	-	14.92
NIFTY 100 ESG TRI	-1.35	3.52	10.96	17.61	16.54	33.56	16.02	19.78	14.72	14.11
BSE LargeMidCap	-1.37	2.43	9.31	17.61	16.96	33.01	17.79	18.85	13.28	13.34
BSE 200	-1.34	2.52	9.48	17.68	17.02	32.92	17.76	19.21	13.56	14.18
Nifty Quality Low Volatility 30 TRI	-0.51	4.98	12.27	16.63	15.4	32.81	17.16	20.01	14.93	17.98
NIFTY 100 TRI	-1.44	2.71	9.48	18.05	16.73	31.29	17.63	18.79	14.04	17.82
Nifty 100 ESG Sector Leaders TRI	-1.55	2.74	9.1	16.11	14.98	31.11	15.68	17.74	13.89	15.64
BSE Financials Ex-Banks 30 Index	-2.37	1.9	8.0	11.62	14.98	29.45	1.19	1.19	1.19	1.19
BSE 100	-1.45	2.61	9.02	16.6	15.22	28.8	16.77	17.86	12.64	16.16
BSE LargeCap	-1.38	2.66	8.41	16.25	14.85	28.24	15.96	17.22	12.18	12.71
Nifty Financial Services Ex-Bank TRI	-1.88	1.32	4.99	11.97	12.44	28.18	14.76	15.9	16.33	19.78
NIFTY GROWTH SECTORS 15 TRI	1.3	10.39	13.48	12.86	13.95	28.17	18.33	18.34	12.28	19.09
NIFTY 50 TRI	-1.56	2.97	8.8	15.16	13.2	25.53	16.77	18.11	13.46	14.33
BSE SENSEX 50	-1.56	2.91	8.26	14.58	12.7	24.25	15.48	16.92	-	15.77
Nifty Services Sector TRI	-1.62	1.94	9.44	15.39	12.4	23.27	13.22	15.15	13.83	16.26
Nifty FMCG TRI	1.51	10.55	15.54	14.23	10.67	20.96	21.42	18.52	14.49	17.48
BSE Sensex	-1.6	2.54	7.67	13.21	10.8	20.62	14.71	16.17	11.85	15.33
BSE FMCG	1.6	10.17	14.67	12.84	9.87	19.26	18.08	15.25	12.13	12.99
BSE Financial Services	-2.76	-1.76	5.27	12.69	7.53	15.36	12.77	12.5	12.56	13.69
NiftyFinancialServices TRI	-3.07	-1.92	7.7	15.52	8.06	13.38	12.5	13.25	14.6	17.75
BSE Bankex	-4.05	-2.78	5.72	14.57	6.92	12.57	13.39	12.14	12.73	19.72
Nifty Bank TRI	-3.28	-3.18	5.63	14.18	6.08	12.0	14.13	12.5	13.43	18.88
Nifty Private Bank TRI	-3.27	-3.1	5.61	10.6	2.49	8.96	12.25	10.22	13.23	19.16
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
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 Liquid Rate Index	0.13	0.56	1.67	3.36	3.27	6.88	5.51	4.85	-	5.4
Nifty Media TRI	1.58	2.51	8.09	-4.2	-14.37	1.92	5.88	-0.01	0.88	4.99
S&P GLOBAL AGRIBUSINESS INDEX	-0.66	1.27	-2.15	3.67	-1.8	-5.67	1.1	5.88	4.72	4.71

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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