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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 INFORMATION TECHNOLOGY TRI 0.55 0.57 -3.25 10.22 29.21 35.54 11.64 13.38 20.65 15.15
Nifty IT TRI 0.83 1.47 -0.84 10.9 28.36 33.27 12.01 12.78 21.25 14.31
S&P BSE Teck TRI 0.18 0.61 -4.55 5.5 13.44 19.02 8.56 10.44 15.15 10.28
NIFTY 50 Value 20 TRI 0.74 2.4 -2.77 7.19 10.45 14.04 15.69 15.44 - 20.21
Nifty FMCG TRI 1.06 2.44 -8.38 2.49 8.74 13.78 14.84 13.24 21.18 15.73
Nifty Services Sector TRI 0.44 1.58 -6.48 0.09 5.67 8.0 13.96 15.94 16.3 16.43
S&P BSE SENSEX TRI 0.44 1.4 -6.29 -0.08 4.45 7.69 12.61 13.28 15.58 9.13
Nifty 100 low volatility 30 TRI 1.28 -0.26 -5.74 -1.18 3.21 7.21 13.04 16.84 20.25 18.72
NIFTY 100 ESG TRI 0.73 1.17 -7.05 -0.64 2.72 6.17 12.41 15.15 - 10.83
Nifty Financial Services TRI 0.62 3.16 -6.24 -0.59 4.41 6.06 17.17 20.7 20.52 18.87
Nifty Private Bank TRI 1.56 1.94 -6.92 -2.66 4.34 6.04 17.66 23.69 25.05 22.94
S&P BSE Healthcare TRI 0.2 0.11 1.12 8.76 -1.68 5.69 -3.44 8.96 18.12 12.9
S&P BSE SENSEX 50 TRI 0.5 1.28 -6.65 -1.28 2.13 5.24 12.98 14.03 16.17 9.39
S&P BSE 500 SHARIAH TRI 0.78 1.69 -5.54 -0.73 -1.15 4.96 10.21 14.93 16.9 16.09
NIFTY 50 TRI 0.5 1.18 -6.53 -1.11 1.88 4.92 12.35 13.46 15.41 13.51
Nifty Energy TRI 0.06 -1.07 -6.55 1.14 0.78 4.54 23.47 15.26 11.74 18.71
S&P BSE LargeCap TRI 0.5 1.43 -6.6 -1.57 0.78 3.71 12.42 13.63 15.61 9.05
NIFTY DIVIDEND OPPORTUNITIES 50 TRI 0.69 1.88 -5.29 -2.64 -0.27 3.07 14.21 13.64 18.58 11.53
NIFTY 100 TRI 0.46 1.4 -6.76 -2.0 -0.29 3.01 12.59 14.42 16.36 17.93
S&P BSE 100 TRI 0.53 1.67 -6.31 -1.59 -0.28 3.0 12.7 14.2 15.97 9.16
Nifty Pharma TRI -0.34 -1.08 2.72 12.16 -1.52 2.56 -6.3 5.18 15.74 14.44
Nifty Bank TRI 0.67 1.47 -7.22 -2.04 1.31 2.03 15.8 20.53 19.6 20.29
S&P BSE LargeMidCap TRI 0.55 1.77 -6.73 -2.56 -1.81 1.75 12.6 14.7 16.26 9.5
S&P BSE 200 TRI 0.58 1.77 -6.88 -2.83 -2.1 1.7 12.68 15.16 16.39 11.81
S&P BSE BANKEX TRI 0.82 2.52 -7.0 -1.48 1.37 1.64 15.36 20.41 20.18 17.97
S&P GLOBAL 1200 -1.15 -0.74 -4.06 -4.12 -1.82 1.53 10.01 7.48 11.37 6.37
NIFTY 200 TRI 0.56 1.76 -6.88 -2.98 -2.41 1.49 12.56 14.94 16.1 13.89
S&P BSE 250 Large MidCap TRI 0.58 1.78 -7.02 -3.2 -2.6 1.26 12.82 15.4 16.57 11.36
S&P GLOBAL AGRIBUSINESS INDEX TRI -1.04 1.08 3.7 0.45 -4.04 0.72 8.73 4.71 11.97 3.22
Nifty India Consumption TRI 1.0 2.6 -9.9 -4.66 -6.65 0.49 12.28 14.94 - 15.94
NIFTY MNC TRI 1.06 2.62 -7.6 -6.1 -8.04 0.09 14.09 19.79 20.58 14.12
S&P BSE 500 TRI 0.6 1.9 -7.37 -4.37 -4.53 -0.38 12.49 15.45 16.41 11.65
NIFTY 500 TRI 0.61 1.9 -7.34 -4.4 -4.82 -0.54 12.38 15.42 16.17 16.63
S&P BSE Allcap TRI 0.63 1.94 -7.56 -5.05 -5.68 -1.32 12.3 15.45 16.36 9.29
NIFTY LARGE MIDCAP 250 TRI 0.84 2.7 -7.52 -5.83 -7.91 -2.36 13.39 18.52 18.42 15.1
Nifty 500 Shariah TRI 1.24 2.48 -5.88 -5.32 -10.07 -3.42 12.58 15.94 17.14 10.64
NIFTY 50 Equal Weight TRI 0.65 0.77 -6.9 -4.64 -6.37 -4.02 9.66 11.83 14.96 13.51
S&P BSE BHARAT 22 TRI 0.4 3.81 -2.75 -3.29 -6.12 -5.6 11.54 14.44 15.11 11.91
Nifty Next 50 TRI 0.26 2.91 -7.99 -6.7 -11.4 -6.82 13.76 19.58 21.25 22.82
Nifty Metal TRI -0.83 -0.8 0.26 -7.59 -10.54 -7.06 29.89 11.51 - 14.18
NIFTY MIDCAP 150 TRI 1.22 4.03 -8.27 -11.01 -15.23 -7.81 13.81 22.23 20.71 15.83
S&P BSE Sensex Next 50 TRI 0.68 3.92 -4.35 -3.35 -12.23 -8.32 12.0 16.65 16.2 12.85
S&P BSE MIDCAP SELECT TRI 0.67 5.0 -4.65 -6.67 -15.75 -9.17 15.22 20.34 20.51 14.81
S&P BSE MidCap TRI 0.85 4.02 -7.53 -8.43 -15.88 -9.28 12.97 21.01 17.89 9.35
NIFTY MIDCAP 100 TRI 1.31 4.49 -7.84 -9.8 -16.5 -9.42 11.99 20.11 18.44 21.63
NIFTY COMMODITIES TRI 0.79 0.63 -3.86 -7.8 -12.68 -9.59 17.44 12.41 - 6.48
Nifty Infrastructure TRI 0.82 6.23 -0.44 -8.28 -13.99 -11.38 6.13 7.77 3.89 9.14
S&P BSE India Infrastructure Index TRI 2.11 5.8 -3.84 -14.71 -20.43 -15.62 10.1 10.83 10.07 3.07
S&P BSE SmallCap TRI 1.15 3.01 -12.22 -17.66 -23.63 -16.4 10.3 20.94 15.79 7.15
Nifty Auto TRI -0.04 0.48 -14.97 -19.11 -23.29 -17.25 4.65 13.61 25.09 17.64
S&P BSE 250 SmallCap TRI 0.84 3.58 -11.87 -17.98 -24.97 -18.49 8.53 17.22 14.53 7.9
S&P BSE PSU TRI -0.18 2.9 -6.29 -8.33 -20.18 -21.09 5.32 8.05 6.21 4.48
NIFTY SMALLCAP 250 TRI 1.08 3.31 -12.24 -19.12 -27.42 -21.23 7.68 20.21 16.56 14.37
Nifty Media TRI -1.44 -5.3 -13.55 -26.08 -29.46 -22.87 2.85 8.3 13.18 8.36
S&P BSE ENHANCED VALUE INDEX TRI 0.59 4.27 -8.37 -12.1 -27.1 -24.35 9.67 10.37 13.45 10.04
NIFTY SMALLCAP 100 TRI 1.33 4.19 -15.64 -21.88 -29.66 -24.76 7.41 16.94 - 11.0
Nifty Realty TRI -1.84 5.64 -17.75 -28.12 -35.85 -26.31 10.57 6.98 -1.25 -11.34
Nifty PSU Bank TRI -2.58 5.97 -8.92 0.83 -22.57 -27.92 -2.15 5.01 6.25 9.24
NIFTY SMALLCAP 50 TRI 1.5 5.13 -18.51 -24.57 -34.65 -30.22 3.39 15.12 11.51 9.84

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