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	1.11	1.54	5.89	9.25	49.9	40.13	28.79	27.89	15.18	15.93
NASDAQ 100 TRI	1.81	1.09	10.33	38.97	23.15	31.65	34.16	21.58	23.24	13.88
Nifty India Defence TRI	0.69	-0.18	-0.3	19.55	26.36	31.65	57.06	63.85	-	33.7
Nifty Capital Markets TRI	-0.28	7.79	-0.07	20.33	16.0	27.18	53.56	38.04	-	28.05
NIFTY MIDSMALL FINANCIAL SERVICES TRI	1.62	6.43	4.56	18.72	24.08	27.11	36.15	29.94	13.91	17.44
Nifty PSU Bank TRI	2.43	5.69	11.91	18.39	21.2	24.79	34.84	44.3	10.03	11.49
MSCI ACWI TRI	1.12	0.29	7.69	27.0	21.26	23.16	22.88	15.26	12.57	12.96
Nifty Financial Services Ex-Bank TRI	0.9	3.79	3.49	11.72	25.66	21.53	24.88	23.66	16.41	19.89
S&P GLOBAL 1200	1.28	2.0	7.04	24.42	17.37	18.59	19.82	12.65	11.35	8.79
Nifty Financial Services TRI	0.64	3.76	1.56	5.12	18.31	17.17	15.91	19.21	14.86	0.11
BSE Financials Ex-Banks 30 Index	1.11	2.58	3.68	9.77	20.37	16.49	21.63	2.45	2.45	2.45
BSE Financial Services	0.96	3.83	1.48	6.18	14.92	14.32	15.43	18.65	12.6	13.64
Nifty Bank TRI	1.14	4.63	1.81	5.72	15.1	14.25	13.41	19.74	13.16	18.55
NIFTY TOP 15 EQUAL WEIGHT TRI	2.01	3.84	6.27	9.76	15.58	13.79	15.58	20.9	13.94	14.45
Nifty Private Bank TRI	1.53	5.58	2.17	4.03	15.93	13.17	11.41	16.83	11.96	0.14
BSE Bankex	1.31	4.75	2.64	3.79	13.61	12.7	11.84	18.74	12.35	19.2
Nifty Auto TRI	0.63	-0.38	13.54	22.41	20.27	12.35	29.9	28.65	13.87	-0.01
NIFTY INDIA INTERNET TRI	-1.61	0.19	2.91	17.83	2.29	12.26	32.31	-	-	10.34
S&P GLOBAL AGRIBUSINESS INDEX	1.12	0.19	-0.5	10.79	15.85	11.98	3.01	9.31	7.04	5.69
NIFTY500 LOW VOLATILITY 50 TRI	1.34	2.46	6.33	9.9	16.16	11.69	22.9	21.47	16.01	0.05
Nifty Metal TRI	-0.44	1.11	7.21	17.88	19.07	11.13	21.86	35.03	21.1	13.37
Nifty Transportation & Logistics TRI	-0.39	-0.63	9.76	21.21	17.7	10.92	29.6	30.47	15.47	-0.01
NIFTY MIDSMALL HEALTHCARE TRI	0.06	-0.66	-1.48	6.27	0.7	8.94	29.98	18.59	17.34	21.36
NIFTY INDIA TOURISM TRI	0.09	-1.86	-3.7	-3.13	-1.52	8.55	18.9	26.92	15.86	11.95
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 TOP 20 EQUAL WEIGHT TRI	1.63	3.48	5.05	7.64	10.75	7.7	15.39	20.61	14.18	13.75
NIFTY 50 Equal Weight TRI	1.04	2.41	4.99	9.51	13.84	7.69	19.36	24.05	14.22	14.42
Nifty India Consumption TRI	0.67	1.4	6.37	9.81	11.61	7.56	18.43	21.27	14.77	14.97
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
NIFTY 50 TRI	1.22	2.9	2.95	7.36	10.73	7.3	15.06	18.16	13.43	13.93
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 HIGH BETA 50 TRI	0.53	1.94	2.88	10.68	10.95	7.22	23.09	28.35	10.61	7.66
Nifty Infrastructure TRI	1.17	2.41	2.47	8.23	12.1	7.18	24.2	25.86	13.83	12.2
NIFTY Midcap 50 TRI	0.19	1.88	0.77	8.49	5.63	7.1	26.38	29.81	18.47	15.21
Nifty Services Sector TRI	0.84	2.92	0.79	4.63	8.33	6.71	13.02	17.22	13.41	15.88
Nifty 100 ESG Sector Leaders TRI	0.89	1.77	2.09	6.75	10.31	6.66	15.27	16.93	13.44	14.6
NIFTY Healthcare TRI	1.57	2.24	2.47	6.58	0.83	6.25	22.82	17.77	8.4	15.02
NIFTY INDIA NEW AGE CONSUMPTION TRI	-0.11	0.01	3.96	10.47	5.03	6.24	25.18	26.09	14.14	13.97
NIFTY TOP 10 EQUAL WEIGHT TRI	2.07	4.08	1.98	4.06	7.09	6.07	12.84	16.98	14.56	13.91
NIFTY500 MULTICAP INDIA MANUFACTURING 50:30:20 TRI	0.76	0.28	3.65	11.74	8.17	6.04	23.11	26.56	14.77	15.75
Nifty 100 Low Volatility 30 TRI	1.34	2.71	4.47	8.48	10.41	5.99	18.64	18.75	14.58	17.83
BSE Healthcare	1.21	1.45	0.46	5.92	-0.12	5.88	24.52	18.16	9.5	15.32
NIFTY 100 TRI	1.01	2.36	2.79	7.1	9.29	5.88	15.34	18.47	13.54	0.07
NIFTY 200 TRI	0.87	2.22	2.36	7.3	8.41	5.82	16.71	19.84	14.05	14.5
Nifty India Manufacturing TRI	0.39	0.01	5.04	12.76	10.34	5.66	23.66	25.92	14.43	15.6
NIFTY200 VALUE 30 TRI	0.68	2.73	3.71	7.73	11.39	5.65	35.9	39.42	17.79	16.64
NIFTY LARGE MIDCAP 250 TRI	0.6	1.7	1.45	8.0	6.86	5.64	19.83	23.38	16.01	16.11
BSE Sensex	1.3	2.99	2.21	5.54	8.21	5.59	12.51	15.76	11.9	15.03
NIFTY MIDCAP 100 TRI	0.22	1.5	0.26	8.26	4.3	5.59	25.24	28.93	17.09	21.2
NIFTY 100 ESG TRI	0.72	1.47	2.78	7.5	9.69	5.4	15.38	17.96	14.35	13.29
Nifty Low Volatility 50 TRI	0.86	2.18	2.98	4.9	9.78	5.35	18.88	18.82	14.63	0.04
BSE SENSEX 50	1.17	2.87	2.6	6.48	8.71	5.19	13.4	16.65	-	14.08
NIFTY MIDCAP 150 TRI	0.18	1.05	0.12	8.86	4.29	5.14	24.18	28.2	18.26	17.56
NIFTY 500 TRI	0.83	1.87	1.67	7.57	7.12	5.06	17.41	20.65	14.4	12.51
BSE 100	1.01	2.46	2.39	6.28	8.07	5.04	14.61	17.69	12.4	15.77
BSE Enhanced Value Index	0.83	2.81	2.22	7.23	11.19	5.01	32.24	36.04	-	16.02
NIFTY 500 VALUE 50 TRI	0.39	1.26	2.98	8.57	10.46	4.87	34.5	39.64	17.73	16.87
NIFTY TOTAL MARKET TRI	0.84	1.75	1.49	7.61	6.65	4.81	17.77	21.06	14.56	14.93
NIFTY 100 Equal Weight TRI	0.47	0.7	3.28	7.93	9.19	4.78	19.42	22.54	13.93	18.52
BSE LargeCap	0.96	2.22	2.3	6.12	8.24	4.7	13.32	16.85	12.0	12.1
Nifty Housing TRI	0.07	1.02	2.77	6.71	8.39	4.64	15.76	22.28	15.61	14.27
NIFTY500 MULTICAP INFRASTRUCTURE 50:30:20 TRI	0.94	1.78	0.69	7.06	6.04	4.4	23.75	28.06	16.4	15.31
BSE SENSEX Next 50	0.3	0.72	1.49	5.46	5.44	4.38	20.54	23.13	13.1	13.46
NIFTY COMMODITIES TRI	0.05	1.26	3.37	7.96	14.59	4.35	18.85	24.98	16.32	12.7
NIFTY GROWTH SECTORS 15 TRI	1.99	2.7	6.54	11.11	5.27	4.32	13.23	18.38	10.1	17.79
BSE 250 LargeMidCap Index	0.82	1.99	1.99	6.48	6.95	4.27	15.24	18.6	-	12.93
NIFTY500 MULTICAP 50:25:25 TRI	0.74	1.43	0.61	8.0	5.22	4.24	19.76	23.55	15.38	16.08
BSE 200	0.88	2.08	1.99	6.11	7.0	4.16	15.07	18.45	12.86	13.76
BSE LargeMidCap	0.85	1.96	1.85	6.29	6.85	4.07	15.04	18.24	12.62	12.64
BSE 500	0.81	1.78	1.41	6.64	5.96	3.59	15.69	19.13	13.06	14.49
BSE AllCap	0.81	1.53	1.08	6.7	5.25	3.3	16.29	19.73	13.22	12.6
NIFTY MIDSMALL INDIA CONSUMPTION TRI	-0.25	0.75	0.05	2.57	-2.25	3.22	21.95	24.8	17.26	16.78
NIFTY INDIA SELECT 5 CORPORATE GROUPS TRI	1.25	0.86	3.96	10.83	8.77	3.19	13.9	25.74	19.54	20.49
BSE PSU	0.6	1.6	2.05	5.93	6.93	3.04	29.97	34.06	11.08	11.89
NIFTY MIDSMALLCAP 400 TRI	0.38	0.65	-1.06	8.81	1.85	3.03	23.98	28.29	17.34	17.1
NIFTY CPSE Total Return Index	0.58	1.43	1.08	4.55	10.73	2.86	37.22	41.93	16.05	15.41
NIFTY MNC TRI	0.29	-0.26	3.76	11.46	9.43	2.66	16.83	17.86	13.67	13.35
NIFTY500 EQUAL WEIGHT TRI	0.44	-0.2	-0.89	9.02	2.73	2.63	22.97	27.06	14.91	15.36
BSE 150 MidCap Index	0.16	0.53	0.29	7.68	2.35	2.58	22.93	26.6	1.9	1.9
BSE Low Volatility Index	1.18	2.46	1.64	5.49	6.95	2.14	16.58	15.62	-	13.31
BSE Midcap Select Index	0.45	2.01	1.82	7.77	-2.04	1.19	19.9	21.91	14.04	13.7
BSE Mid Cap	0.34	0.75	-0.3	7.0	0.58	1.13	23.42	25.55	15.42	19.12
Nifty India Digital TRI	0.03	1.65	1.21	9.79	-3.77	1.12	21.42	19.88	12.0	12.84
NIFTY SMALLCAP 50 TRI	1.33	0.7	-3.22	7.74	-0.8	1.03	27.59	25.14	12.43	12.36
NIFTY IPO	-0.95	-1.92	2.42	14.16	-2.01	0.86	15.31	14.52	-	9.91
NIFTY OIL & GAS TRI	0.94	2.51	-0.09	6.49	9.21	0.86	15.41	20.81	17.13	15.0
Nifty Pharma TRI	1.71	0.82	0.5	3.91	-3.31	0.76	20.93	15.19	6.14	14.37
NIFTY SMALLCAP 100 TRI	0.88	0.55	-2.94	8.26	-2.01	0.69	24.52	26.03	13.81	15.59
NIFTY NON-CYCLICAL CONSUMER TRI	0.14	0.99	1.89	3.43	3.95	0.35	16.61	19.92	15.21	15.92
BSE Bharat 22 Index	1.39	3.61	4.49	5.72	4.76	0.3	24.84	31.27	-	12.06
BSE Mid Small Cap Index	0.47	-0.05	-1.66	7.93	-1.2	0.14	23.35	27.24	16.06	13.77
NIFTY 100 Quality 30 TRI	1.01	1.99	4.12	8.28	6.02	0.13	15.97	17.25	12.1	13.27
Nifty Quality Low Volatility 30 TRI	1.01	2.15	3.98	5.18	6.32	0.01	14.52	16.1	11.92	16.83
NIFTY500 QUALITY 50 TRI	0.33	-0.15	-1.84	7.74	0.53	-0.41	21.07	20.95	14.08	17.48
NIFTY PSE TRI	-0.15	0.53	-0.34	2.66	5.94	-0.41	36.19	37.85	15.74	13.54
NIFTY SMALLCAP 250 TRI	0.75	-0.06	-3.16	8.73	-2.38	-0.65	23.61	28.55	15.46	16.19
BSE Small Cap	0.59	-0.79	-2.89	8.82	-2.83	-0.77	23.28	28.79	16.62	20.25
NIFTY Midcap150 Quality 50 TRI	-0.17	-0.39	-1.88	6.54	0.81	-1.01	15.28	18.17	15.1	-0.06
Nifty Next 50 TRI	-0.02	-0.29	1.94	5.8	2.91	-1.11	19.26	21.4	14.5	20.56
NIFTY 200 Quality 30 TRI	0.67	1.78	2.56	7.31	3.42	-1.73	15.43	16.78	13.32	-
Nifty Alpha Quality Low Volatility 30 TRI	0.68	1.66	3.58	7.49	2.95	-1.74	19.85	18.9	14.78	0.01
NIFTY MICROCAP 250 TRI	1.06	-1.14	-2.93	8.5	-4.82	-1.81	30.65	39.34	20.41	-0.05
NIFTY Midcap 150 Moment 50 TRI	-0.18	1.54	-1.29	5.72	-3.62	-1.9	23.66	31.54	21.4	23.42
BSE 500 SHARIAH	1.03	0.78	1.21	7.49	0.95	-2.2	11.57	15.14	11.86	14.4
Nifty EV and New Age Automotive TRI	0.18	-1.5	5.33	13.99	5.7	-2.53	22.12	32.51	-	17.31
BSE 250 SmallCap Index	0.64	-0.19	-3.74	8.04	-2.84	-2.73	21.37	26.64	-	12.23
NIFTY 50 Value 20 TRI	1.32	2.51	2.62	4.59	-0.79	-3.35	16.16	19.81	15.91	18.83
NIFTY DIVIDEND OPPORTUNITIES 50 TRI	1.47	2.28	2.09	3.97	-0.31	-3.47	20.9	22.81	15.08	13.32
Nifty FMCG TRI	1.64	2.7	2.08	-0.14	1.68	-3.62	10.52	15.98	12.37	16.42
BSE Quality Index	0.57	1.13	0.89	6.12	3.94	-3.94	16.52	18.58	-	13.56
Nifty Alpha Low-Volatility 30 TRI	0.81	2.04	1.87	4.18	0.61	-4.45	17.93	18.66	15.08	0.04
BSE FMCG	1.49	2.16	1.12	-0.32	0.22	-4.84	8.78	13.52	9.88	12.02
NIFTY200 ALPHA 30 TRI	-0.51	1.33	-0.47	7.66	-3.09	-5.37	24.66	26.3	19.74	-
NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100 TRI	-0.09	-0.31	-3.32	4.12	-4.93	-5.49	21.09	25.04	18.14	22.3
Nifty Realty TRI	0.7	2.84	-2.9	5.07	-10.45	-5.49	30.4	32.33	18.28	0.22
BSE India Infrastructure Index	-0.18	0.41	0.02	2.41	-0.5	-5.74	28.67	33.42	13.44	11.67
Nifty 500 Shariah TRI	0.84	0.17	0.13	4.35	-3.06	-5.91	13.05	17.01	14.01	12.45
NIFTY500 MULTICAP MOMENTUM QUALITY 50 TRI	-0.2	1.64	-0.14	7.43	-4.84	-7.05	21.45	23.26	17.9	21.49
NIFTY MIDSMALL IT & TELECOM TRI	0.72	2.46	-2.21	6.44	-9.91	-7.14	19.94	26.74	19.63	13.26
NIFTY SMALLCAP250 QUALITY 50 TRI	0.91	-0.93	-5.81	6.67	-7.68	-7.38	21.7	28.2	17.71	19.35
Nifty Alpha 50 TRI	-0.46	-0.44	-3.59	4.73	-8.92	-8.53	19.96	25.55	19.31	20.82
Nifty 200 Momentum 30 TRI	0.11	3.24	1.94	8.72	-2.72	-8.54	18.69	22.61	17.96	19.59
NIFTY500 MOMENTUM 50 TRI	0.26	3.35	0.64	7.39	-5.41	-8.66	20.65	27.46	18.99	22.51
Nifty 50 Shariah TRI	2.2	2.23	1.51	0.66	-4.51	-8.7	-15.42	0.19	2.07	9.35
NIFTY SMALLCAP250 MOMENTUM QUALITY 100 TRI	0.17	-1.44	-5.17	4.91	-8.46	-8.81	18.52	25.54	17.98	22.11
Nifty Energy TRI	0.42	-0.58	-1.31	3.16	2.51	-9.16	12.45	21.23	18.04	18.11
BSE Teck	1.97	2.57	-1.32	2.01	-9.42	-9.46	9.75	12.17	11.05	7.03
NIFTY INDIA RAILWAYS PSU TRI	-0.26	-1.98	-6.58	-3.3	-9.25	-10.98	36.67	-	-	34.05
Nifty IT TRI	1.73	2.63	-1.95	3.26	-15.13	-12.52	10.58	13.05	14.31	14.78
BSE POWER	-0.02	-1.45	-0.7	-0.48	-1.5	-12.84	13.19	32.31	13.38	9.69
BSE IT	1.77	1.66	-2.78	1.45	-18.15	-16.24	7.32	10.21	12.06	-0.05
Nifty Media TRI	0.22	-4.3	-9.77	-2.94	-14.5	-19.66	-8.69	1.7	-4.08	3.26

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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