ITI MF Multi Asset Allocation Fund NFO 728x90

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 Metal TRI 1.8 4.37 0.25 10.82 19.04 40.25 27.06 21.33 19.7 14.16
NASDAQ 100 TRI -2.72 1.34 -1.51 22.97 23.42 38.71 32.56 20.91 25.16 14.44
MSCI ACWI TRI -1.33 2.59 2.37 13.98 19.75 32.6 25.28 15.24 14.49 13.94
Nifty India Defence TRI 0.22 4.31 7.97 21.68 27.49 28.44 48.58 57.27 - 32.92
NIFTY HIGH BETA 50 TRI 0.89 2.01 10.03 19.4 15.55 26.74 19.75 20.28 11.71 8.12
NIFTY MIDSMALL FINANCIAL SERVICES TRI 1.05 2.11 4.25 9.81 10.65 24.44 29.87 24.78 13.65 17.58
S&P GLOBAL 1200 -1.79 2.75 3.95 10.51 14.51 24.13 22.04 10.81 12.64 9.33
Nifty Capital Markets TRI 2.53 0.76 -2.45 16.54 17.06 23.4 55.53 30.62 - 27.31
Nifty PSU Bank TRI -1.36 0.95 7.99 -10.21 1.77 22.71 24.39 32.16 11.31 11.53
Nifty Pharma TRI -0.32 1.11 6.27 17.82 16.67 19.58 20.6 14.79 9.32 14.61
NIFTY200 VALUE 30 TRI -0.85 -1.91 -2.61 -5.23 2.35 17.43 27.06 27.5 17.09 16.49
S&P GLOBAL AGRIBUSINESS INDEX 3.52 0.07 -1.69 -2.23 16.99 16.75 10.75 7.34 8.39 6.64
NIFTY 500 VALUE 50 TRI -0.32 -0.67 -2.38 -2.51 4.36 16.18 26.03 27.05 16.61 16.71
NIFTY SMALLCAP 50 TRI 1.17 3.6 13.17 20.34 16.66 16.17 24.19 16.11 12.76 12.54
Nifty Auto TRI -0.29 7.11 13.05 5.54 4.39 16.08 24.71 25.2 12.88 0.27
NIFTY MIDSMALL HEALTHCARE TRI -0.46 0.49 6.17 21.94 18.41 15.86 26.26 15.86 18.32 21.34
NIFTY MIDCAP SELECT TRI -0.64 0.54 3.96 10.72 8.49 15.76 20.64 19.19 16.83 15.13
BSE POWER -1.33 -4.52 -6.85 9.56 15.97 14.4 20.08 22.91 13.53 9.78
Nifty India Manufacturing TRI -0.42 2.65 4.95 6.11 7.72 14.31 20.58 18.53 14.5 15.45
BSE Midcap Select Index 0.36 2.65 9.29 11.1 7.99 13.75 19.74 14.98 12.95 13.62
NIFTY MNC TRI -1.48 1.67 4.7 7.18 9.56 13.33 16.35 14.18 14.0 13.35
NIFTY Midcap 50 TRI 0.33 1.38 5.26 8.64 6.65 12.95 19.56 21.35 18.11 15.09
BSE Healthcare -0.85 0.16 5.62 17.31 15.39 12.91 21.73 14.48 12.04 15.29
NIFTY500 MULTICAP INDIA MANUFACTURING 50:30:20 TRI -0.16 2.82 5.58 8.16 7.05 12.22 19.9 18.1 14.74 15.52
NIFTY Healthcare TRI -0.49 -0.68 3.51 13.13 12.73 12.11 20.19 13.96 10.77 14.92
NIFTY SMALLCAP 100 TRI 1.23 3.0 11.43 17.92 13.31 11.88 20.16 16.09 13.69 15.46
NIFTY COMMODITIES TRI -0.18 -1.54 -3.72 -0.28 3.81 11.77 17.34 14.87 14.27 12.56
Nifty EV and New Age Automotive TRI -1.31 5.32 12.01 9.87 6.84 11.53 17.72 22.35 - 16.54
Nifty Energy TRI -0.76 -3.15 -4.7 4.96 9.08 11.5 14.51 16.43 17.2 17.85
NIFTY MICROCAP 250 TRI 0.7 4.25 13.56 21.79 17.18 11.3 21.18 24.21 20.28 0.2
NIFTY MIDCAP 100 TRI -0.05 1.3 4.25 7.41 5.85 11.12 19.36 19.47 16.41 20.78
Nifty Financial Services Ex-Bank TRI 0.65 2.17 4.97 3.23 2.99 11.07 20.65 14.3 14.63 19.32
NIFTY REITS & REALTY TRI -0.03 - 10.77 6.92 6.96 10.94 20.89 18.12 - 18.43
Nifty Alpha 50 TRI 0.5 3.78 8.6 10.9 12.56 10.58 19.35 15.63 20.47 20.55
NIFTY IPO 1.78 3.64 16.12 22.45 16.98 10.12 14.45 7.56 - 10.12
Nifty Next 50 TRI -0.66 1.91 6.88 7.23 7.5 9.87 19.89 14.42 13.59 20.14
NIFTY MIDCAP 150 TRI -0.03 1.14 4.43 7.14 5.58 9.69 18.54 18.75 17.6 17.21
BSE Small Cap 1.02 3.21 11.16 18.86 13.15 9.62 17.94 18.19 16.67 19.89
NIFTY MIDSMALLCAP 400 TRI 0.24 1.39 6.27 9.97 7.31 9.18 18.29 18.34 16.81 16.77
BSE PSU -0.83 -0.97 -1.42 -6.95 0.79 9.06 21.89 23.06 10.67 11.62
BSE Enhanced Value Index -1.45 -2.34 -2.88 -9.88 -4.09 8.97 21.91 21.44 13.49 14.98
Nifty Transportation & Logistics TRI -0.15 5.8 13.69 5.76 3.93 8.55 22.52 23.35 14.49 0.09
NIFTY SMALLCAP 250 TRI 0.76 1.89 9.95 15.78 10.84 8.46 17.94 17.51 15.25 15.9
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
NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100 TRI 0.27 2.3 3.28 11.14 10.07 8.43 16.18 15.8 18.17 21.78
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 Mid Small Cap Index 0.54 2.32 8.46 13.05 9.01 8.34 17.62 17.24 15.49 13.56
NIFTY SMALLCAP250 MOMENTUM QUALITY 100 TRI 0.99 2.31 8.49 16.57 11.69 8.16 13.33 14.37 17.52 21.6
BSE 150 MidCap Index 0.04 1.3 5.66 7.44 5.19 8.11 17.19 16.69 2.22 2.22
NIFTY INDIA SELECT 5 CORPORATE GROUPS TRI -0.65 0.4 3.18 5.25 1.47 7.77 13.66 14.74 18.6 19.85
NIFTY 100 Equal Weight TRI -0.63 1.3 5.05 4.03 4.27 7.66 16.94 13.9 13.07 18.03
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 Financials Ex-Banks 30 Index 1.07 3.71 8.19 1.17 0.64 6.96 16.79 2.45 2.45 2.45
NIFTY200 ALPHA 30 TRI 0.38 2.36 4.67 5.05 7.73 6.93 19.38 16.52 19.26 0.15
BSE Mid Cap 0.01 1.35 5.6 7.19 4.71 6.9 17.22 16.72 14.18 18.64
NIFTY500 EQUAL WEIGHT TRI 0.12 1.19 6.88 9.92 6.59 6.49 16.83 16.46 14.54 14.97
BSE 250 SmallCap Index 0.36 1.67 8.09 14.35 8.62 5.99 15.15 15.69 - 11.66
NIFTY MIDSMALL IT & TELECOM TRI -0.36 5.08 9.27 12.39 -0.29 5.91 10.38 11.23 20.19 12.81
BSE SENSEX Next 50 -0.52 1.8 6.68 4.17 2.55 5.85 17.61 15.09 11.95 13.08
BSE Bharat 22 Index -0.25 -0.9 -4.48 -9.0 -3.15 5.62 15.57 20.43 - 10.76
NIFTY500 MOMENTUM 50 TRI -0.05 1.89 4.4 4.58 4.39 5.32 15.1 15.78 18.81 21.66
BSE Bankex 0.15 -0.33 8.59 -4.98 -2.08 5.2 9.79 10.42 11.35 18.48
NIFTY 50 Equal Weight TRI -0.71 0.66 2.82 -0.06 0.16 5.19 14.35 14.04 13.32 14.04
NIFTY500 MULTICAP INFRASTRUCTURE 50:30:20 TRI -0.16 -0.36 2.34 3.22 1.95 5.17 17.0 18.41 15.55 14.81
NIFTY500 QUALITY 50 TRI -1.05 0.37 0.9 7.91 5.81 5.01 16.5 12.74 13.61 16.89
NIFTY LARGE MIDCAP 250 TRI -0.27 0.94 4.16 2.33 0.73 4.71 14.72 14.43 15.07 15.54
NIFTY CPSE Total Return Index 0.47 -2.72 -9.99 -7.35 2.92 4.7 25.73 30.74 15.28 14.62
NIFTY PSE TRI -0.57 -2.22 -5.66 -5.05 0.45 4.61 23.98 26.22 14.29 13.1
NIFTY500 MULTICAP 50:25:25 TRI -0.07 1.13 5.53 4.4 2.04 4.54 14.67 14.21 14.57 15.53
Nifty Bank TRI 0.47 0.04 8.62 -4.95 -2.42 4.3 10.35 11.39 12.16 17.93
Nifty Housing TRI 0.01 -1.16 1.68 -0.56 2.2 4.28 12.85 11.69 13.26 13.75
BSE Quality Index -1.02 0.24 0.4 4.06 0.73 4.1 13.33 11.75 11.91 12.62
NIFTY Midcap 150 Moment 50 TRI -0.15 1.79 2.43 3.07 3.69 4.1 18.34 18.87 20.58 22.63
Nifty Alpha Quality Low Volatility 30 TRI -1.23 0.06 3.46 1.84 1.39 3.38 14.38 11.95 13.65 0.03
NIFTY500 MULTICAP MOMENTUM QUALITY 50 TRI 0.03 1.69 -0.77 3.27 2.44 3.11 14.44 12.4 17.18 20.54
NIFTY RURAL TRI -1.03 0.69 3.99 -2.99 -2.77 3.1 13.02 13.96 11.6 15.19
NIFTY TOTAL MARKET TRI -0.22 1.09 5.02 1.97 -0.02 3.0 13.14 12.51 13.67 14.33
Nifty Private Bank TRI 1.27 -0.82 6.8 -3.98 -3.36 2.92 7.33 9.49 10.32 0.07
Nifty Infrastructure TRI -0.6 -0.68 0.34 -2.25 -2.0 2.91 16.89 16.99 13.76 11.74
Nifty Alpha Low-Volatility 30 TRI -0.66 0.48 6.33 -0.08 1.19 2.83 13.12 11.32 13.74 0.07
NIFTY 100 ESG TRI -0.8 1.36 6.22 -0.12 -1.65 2.68 12.78 9.74 13.45 12.55
NIFTY 500 TRI -0.27 0.95 4.66 1.21 -0.69 2.63 12.84 12.15 13.48 12.16
NIFTY500 LOW VOLATILITY 50 TRI -0.84 0.05 2.2 -1.87 -2.06 2.63 15.29 14.13 14.85 -
NIFTY 100 Quality 30 TRI -1.3 2.85 3.94 2.38 -1.71 2.6 11.15 10.12 11.54 12.55
NIFTY Midcap150 Quality 50 TRI -0.45 2.33 5.08 6.16 3.57 2.06 11.53 9.3 11.89 -
BSE AllCap -0.29 1.03 4.89 1.74 -0.42 2.02 11.82 11.25 12.4 12.05
NIFTY 200 TRI -0.41 0.85 3.99 -0.58 -2.19 1.9 12.2 11.46 13.06 13.87
BSE 500 SHARIAH -0.88 1.85 3.01 1.75 -1.44 1.68 9.16 7.14 11.77 13.44
NIFTY INDIA NEW AGE CONSUMPTION TRI 0.18 4.09 12.84 8.27 3.94 1.56 20.58 18.44 12.99 13.41
Nifty 200 Momentum 30 TRI -0.27 0.87 3.16 -1.55 -0.06 1.47 13.17 11.9 16.69 18.66
BSE 500 -0.4 0.81 4.17 0.38 -1.68 1.34 11.25 10.72 12.15 13.97
NIFTY 200 Quality 30 TRI -1.47 2.02 2.76 1.97 -2.67 1.07 10.75 9.49 12.44 -0.03
BSE 250 LargeMidCap Index -0.49 0.71 3.73 -1.03 -2.77 0.75 10.85 10.18 - 11.37
NIFTY DIVIDEND OPPORTUNITIES 50 TRI -1.57 0.39 0.01 -6.47 -6.88 0.69 12.38 13.14 13.37 12.54
BSE LargeMidCap -0.55 0.58 3.67 -1.22 -2.86 0.52 10.61 10.05 11.64 12.0
NIFTY OIL & GAS TRI -0.14 -1.05 -1.42 -7.13 -8.09 0.46 13.13 12.19 14.91 14.22
BSE Financial Services 0.49 -0.21 6.54 -4.62 -4.16 0.33 10.31 9.6 11.13 12.87
BSE 200 -0.59 0.52 3.53 -1.75 -3.43 0.31 10.58 10.02 11.84 13.34
Nifty Realty TRI 1.78 -1.31 18.09 11.54 4.28 -0.09 19.85 19.99 16.25 0.08
Nifty 100 Low Volatility 30 TRI -1.21 0.46 4.17 -1.27 -3.27 -0.12 12.05 11.16 13.05 16.95
NIFTY 100 TRI -0.5 0.73 3.92 -2.39 -4.01 -0.17 10.78 10.04 12.38 16.25
NIFTY CHEMICALS TRI -2.14 -2.62 3.38 6.12 3.99 -0.27 9.8 8.25 19.19 19.26
Nifty Financial Services TRI 0.19 -0.84 4.68 -6.15 -4.09 -0.29 11.36 9.91 13.53 -0.01
Nifty 500 Shariah TRI -1.2 1.17 2.5 2.67 -1.12 -0.36 9.25 7.9 13.01 11.84
NIFTY INDIA INTERNET TRI 2.18 9.13 19.92 16.57 4.27 -0.52 27.44 - - 8.51
BSE LargeCap -0.68 0.41 3.24 -2.96 -4.45 -0.85 9.19 8.68 11.05 11.39
NIFTY GROWTH SECTORS 15 TRI -1.54 3.56 7.2 0.95 -6.57 -0.85 7.76 10.39 9.26 16.57
Nifty Media TRI 1.54 5.02 15.73 13.2 11.96 -1.05 -9.91 0.79 -4.83 3.36
BSE 100 -0.59 0.75 3.66 -2.97 -4.94 -1.11 9.48 9.28 11.3 15.33
Nifty India Consumption TRI -1.02 2.16 6.91 3.3 -1.49 -1.16 14.31 13.58 13.1 14.13
Nifty Low Volatility 50 TRI -0.89 0.19 2.59 -1.81 -3.11 -1.22 11.92 10.64 12.83 -0.06
NIFTY TOP 20 EQUAL WEIGHT TRI -0.72 1.92 5.99 -4.5 -6.96 -1.6 9.26 10.98 12.78 12.82
BSE India Infrastructure Index -0.49 -3.86 -5.55 -2.92 -0.97 -1.69 17.52 19.37 12.03 10.42
Nifty Quality Low Volatility 30 TRI -1.34 0.49 3.74 -0.75 -4.44 -2.26 8.36 8.18 10.81 15.87
NIFTY 50 TRI -0.47 0.47 3.25 -4.4 -6.34 -2.27 9.0 9.35 12.18 13.24
Nifty India Digital TRI -0.61 6.8 12.14 6.62 -6.19 -2.5 14.05 9.2 12.4 12.08
Nifty 100 ESG Sector Leaders TRI -0.56 0.07 3.84 -2.57 -5.62 -2.68 10.59 8.84 12.3 13.17
BSE SENSEX 50 -0.6 0.48 2.91 -4.64 -6.68 -2.74 7.76 8.06 - 12.12
NIFTY500 FLEXICAP QUALITY 30 TRI -0.98 1.85 5.54 2.31 -3.54 -3.03 6.27 9.91 16.07 16.4
NIFTY TOP 15 EQUAL WEIGHT TRI -0.84 0.91 3.91 -7.18 -10.06 -3.42 8.16 10.44 12.16 13.3
NIFTY MIDSMALL INDIA CONSUMPTION TRI -0.4 -0.04 7.06 4.72 1.23 -3.44 14.57 15.48 15.15 15.85
BSE Low Volatility Index -1.34 -1.42 0.37 -5.2 -6.48 -4.25 8.41 7.67 10.67 11.6
NIFTY SMALLCAP250 QUALITY 50 TRI -0.55 0.72 3.69 5.78 0.92 -4.48 12.47 14.34 16.04 18.36
Nifty Services Sector TRI -0.62 -0.34 4.65 -5.4 -7.17 -4.56 9.05 7.29 12.1 15.05
NIFTY 50 Value 20 TRI -0.64 -0.68 -0.59 -8.51 -9.78 -5.21 7.66 8.93 14.4 17.3
BSE Sensex -0.6 0.09 3.14 -6.37 -9.01 -5.44 5.94 6.95 10.68 14.54
NIFTY NON-CYCLICAL CONSUMER TRI -1.21 0.72 5.79 1.73 -3.03 -6.59 10.18 10.85 13.47 14.91
NIFTY TOP 10 EQUAL WEIGHT TRI -0.64 0.91 1.8 -8.21 -13.36 -7.9 4.05 7.26 12.7 12.64
Nifty 50 Shariah TRI -2.33 0.14 -1.57 -4.85 -10.46 -8.13 3.27 -9.06 0.29 8.51
BSE Teck -2.58 2.99 3.15 -5.09 -16.21 -10.41 3.6 1.04 10.35 6.29
NIFTY INSURANCE TRI 1.33 -0.54 -3.87 -13.48 -12.57 -12.33 8.23 5.95 - 9.96
Nifty IT TRI -2.63 5.44 5.9 -3.76 -18.3 -12.7 1.7 0.28 13.27 13.67
BSE FMCG -1.71 -1.61 -3.11 -5.36 -11.62 -13.29 -1.26 4.78 7.52 11.05
NIFTY INDIA TOURISM TRI -0.5 0.41 10.35 0.72 -6.71 -14.31 10.93 14.22 13.8 10.88
Nifty FMCG TRI -2.26 -2.7 -4.93 -7.67 -13.75 -14.83 -1.26 5.98 9.58 15.31
BSE IT -2.61 4.91 4.18 -5.53 -20.15 -16.28 -2.01 -2.82 10.77 -0.71
Nifty Cement Index TRI -0.36 -4.26 -0.5 -7.6 -7.88 -17.06 6.42 5.08 8.93 14.59
NIFTY INDIA RAILWAYS PSU TRI -1.29 -0.49 -8.07 -14.01 -18.27 -17.08 13.03 22.36 - 23.6

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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