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 Alpha 50 | 1.66 | 7.18 | 20.4 | 37.46 | 32.76 | 120.14 | 26.69 | 26.45 | 22.11 | 21.78 |
| Nifty High Beta 50 | 3.35 | 9.42 | 6.86 | 36.92 | 29.23 | 117.45 | 1.16 | 8.2 | 0.84 | 5.19 |
| Nifty 500 value 50 | 2.68 | 11.92 | 10.46 | 50.08 | 40.76 | 104.99 | 6.04 | 12.54 | 9.08 | 14.03 |
| Nifty 200 Momentum 30 | 2.77 | 6.57 | 18.26 | 36.22 | 27.82 | 66.54 | 19.06 | 23.13 | 20.77 | 20.65 |
| Nifty Midcap 150 Quality 50 | 0.88 | 6.97 | 7.21 | 23.0 | 17.27 | 62.31 | 15.51 | 18.96 | 17.9 | 20.23 |
| Nifty 100 Alpha 30 | 4.4 | 11.45 | 18.99 | 27.89 | 21.47 | 58.37 | 18.87 | 21.64 | 18.63 | 17.5 |
| Nifty Growth Sector 15 | 1.22 | 5.72 | 6.16 | 15.08 | 7.14 | 53.11 | 5.03 | 8.1 | 14.16 | 19.28 |
| Nifty Low Volatility 50 | 0.82 | 7.51 | 9.24 | 19.57 | 13.68 | 49.8 | 16.07 | 15.41 | 15.17 | 18.51 |
| Nifty 100 Quality 30 | 1.07 | 7.97 | 5.28 | 15.12 | 7.51 | 49.48 | - | - | - | 11.45 |
| Nifty Alpha Quality Low Volatility 30 | 1.62 | 6.67 | 8.39 | 16.98 | 8.73 | 46.29 | 13.27 | 15.79 | 17.51 | 18.84 |
| Nifty 200 Quality 30 | 1.17 | 7.96 | 6.28 | 15.82 | 7.44 | 44.95 | 13.73 | 14.8 | 15.65 | 19.26 |
| Nifty Quality Low Volatility 30 | 1.05 | 7.75 | 7.06 | 15.64 | 8.42 | 44.77 | 12.59 | 12.87 | 15.62 | 17.98 |
| Nifty Alpha Low Volatility 30 | 1.45 | 6.38 | 11.32 | 18.37 | 11.13 | 44.01 | 11.27 | 16.39 | 18.26 | 19.94 |
| Nifty Energy TRI | -2.78 | -9.02 | -7.3 | 4.87 | 5.83 | 19.83 | 17.32 | 17.93 | 14.83 | 18.69 |
| Nifty Realty TRI | 1.18 | -3.69 | -13.46 | -21.12 | -21.07 | 10.03 | 12.21 | 8.22 | 6.45 | -5.47 |
| Nifty Auto TRI | 3.68 | 2.2 | 8.58 | 6.08 | 4.08 | 8.51 | 14.57 | 2.54 | 12.46 | 15.59 |
| S&P BSE BHARAT 22 TRI | -1.82 | -7.52 | -8.6 | -2.16 | -2.09 | 7.92 | -8.5 | -3.18 | 5.03 | 7.26 |
| Nifty India Consumption TRI | 1.88 | -2.47 | -1.5 | -3.57 | -5.44 | 5.72 | 13.35 | 10.17 | 14.7 | 14.27 |
| Nifty FMCG TRI | 1.99 | -2.08 | 5.45 | 2.73 | 1.13 | 5.38 | 10.27 | 9.14 | 13.33 | 14.74 |
| Nifty Infrastructure TRI | -1.35 | -6.71 | -8.15 | -8.49 | -8.99 | 3.58 | 12.57 | 8.87 | 8.34 | 9.87 |
| NIFTY 50 Value 20 TRI | 1.43 | -4.85 | -11.91 | -10.05 | -11.93 | 2.75 | 16.02 | 16.96 | 15.44 | 18.96 |
| NIFTY DIVIDEND OPPORTUNITIES 50 TRI | 0.37 | -5.42 | -9.98 | -8.96 | -10.19 | 2.36 | 10.27 | 9.97 | 11.1 | 11.23 |
| S&P GLOBAL AGRIBUSINESS INDEX TRI | -5.35 | -14.22 | -18.18 | -2.88 | -4.18 | 1.9 | -0.72 | 1.87 | 4.92 | 2.47 |
| NIFTY MNC TRI | 0.84 | -3.19 | -2.95 | -8.0 | -9.32 | 1.2 | 12.02 | 9.21 | 14.49 | 13.32 |
| Nifty IT TRI | 3.28 | -3.15 | -21.77 | -24.34 | -26.95 | 1.1 | 22.52 | 24.86 | 18.78 | 15.47 |
| S&P BSE India Infrastructure Index TRI | -2.0 | -9.44 | -11.63 | -7.42 | -8.54 | 0.92 | -0.92 | -0.17 | 7.99 | 2.56 |
| NIFTY 50 Equal Weight TRI | 0.75 | -4.73 | -9.12 | -7.24 | -9.05 | 0.78 | 13.58 | 10.3 | 11.67 | 13.45 |
| S&P BSE Teck TRI | 2.86 | -3.25 | -18.92 | -20.18 | -22.31 | 0.52 | 11.1 | 14.96 | 13.87 | 10.76 |
| NIFTY 50 TRI | 1.29 | -3.66 | -9.29 | -8.19 | -9.68 | 0.46 | 11.24 | 11.6 | 13.09 | 13.37 |
| Nifty Media TRI | 0.75 | -7.62 | -15.79 | -17.67 | -16.6 | 0.41 | -2.42 | -8.69 | 5.72 | 4.93 |
| S&P BSE PSU TRI | -1.51 | -6.73 | -9.22 | -4.66 | -4.37 | 0.04 | -8.96 | -5.66 | -0.22 | 1.94 |
| S&P BSE SENSEX TRI | 1.5 | -3.73 | -9.39 | -8.81 | -10.28 | -0.08 | -2.79 | 3.46 | 8.88 | 6.94 |
| S&P BSE 250 Large MidCap TRI | 0.82 | -4.19 | -9.31 | -9.18 | -10.59 | -0.15 | 12.69 | 11.46 | 14.1 | 11.78 |
| NIFTY 100 TRI | 1.06 | -3.94 | -9.52 | -8.87 | -10.21 | -0.17 | 11.31 | 11.08 | 13.51 | 16.85 |
| NIFTY 200 TRI | 0.86 | -4.21 | -9.62 | -9.35 | -10.71 | -0.31 | 11.83 | 10.95 | 13.6 | 13.58 |
| Nifty PSU Bank TRI | 1.99 | -0.72 | -8.87 | -3.25 | -2.65 | -0.53 | -7.14 | -6.42 | -1.91 | 6.51 |
| NIFTY 500 TRI | 0.7 | -4.44 | -9.92 | -10.06 | -11.53 | -0.63 | 12.5 | 10.83 | 13.79 | 16.02 |
| NIFTY LARGE MIDCAP 250 TRI | 0.34 | -4.65 | -9.55 | -10.84 | -12.27 | -0.65 | 14.47 | 11.48 | 15.68 | 14.79 |
| Nifty 100 low volatility 30 TRI | 0.94 | -3.91 | -4.62 | -6.89 | -8.97 | -0.68 | 13.05 | 12.1 | 14.93 | 17.43 |
| S&P BSE SENSEX 50 TRI | 1.28 | -3.97 | -9.57 | -8.82 | -10.31 | -0.68 | 3.54 | 7.01 | 11.03 | 8.52 |
| S&P BSE LargeCap TRI | 1.01 | -4.41 | -9.63 | -8.95 | -10.29 | -0.91 | 3.4 | 6.44 | 10.64 | 8.17 |
| S&P BSE 100 TRI | 0.95 | -4.34 | -9.51 | -8.98 | -10.3 | -0.94 | 3.92 | 6.61 | 11.04 | 8.32 |
| NIFTY MIDCAP 100 TRI | -0.37 | -5.93 | -10.3 | -12.42 | -13.91 | -1.17 | 15.62 | 9.16 | 15.17 | 19.94 |
| NIFTY MIDCAP 150 TRI | -0.38 | -5.36 | -9.59 | -12.81 | -14.33 | -1.28 | 17.5 | 11.66 | 17.65 | 15.64 |
| NIFTY500 MULTICAP 50:25:25 | 0.23 | -5.29 | -10.89 | -11.81 | -13.56 | -1.34 | 14.47 | 10.33 | 14.9 | 14.78 |
| S&P BSE 150 MidCap TRI | 0.01 | -5.15 | -9.66 | -12.2 | -13.68 | -1.34 | 18.99 | 11.71 | 17.24 | 16.26 |
| S&P BSE 200 TRI | 0.88 | -4.42 | -9.65 | -9.53 | -10.92 | -1.37 | 4.89 | 6.83 | 11.56 | 10.42 |
| S&P BSE LargeMidCap TRI | 0.88 | -4.4 | -9.65 | -9.53 | -10.84 | -1.41 | 3.9 | 6.21 | 11.16 | 8.51 |
| S&P BSE Allcap TRI | 0.63 | -4.91 | -10.2 | -10.43 | -11.95 | -1.68 | 5.18 | 6.21 | 11.47 | 8.52 |
| S&P BSE ENHANCED VALUE INDEX TRI | -2.46 | -9.84 | -18.8 | -9.74 | -9.74 | -1.71 | 13.43 | 5.59 | 8.95 | 10.43 |
| Nifty Services Sector TRI | 2.25 | -2.79 | -11.36 | -11.79 | -13.1 | -1.73 | 9.24 | 12.29 | 14.47 | 15.79 |
| S&P BSE 500 TRI | 0.71 | -4.74 | -10.08 | -10.32 | -11.81 | -1.79 | 5.23 | 6.52 | 11.56 | 10.31 |
| NIFTY 100 ESG TRI | 1.49 | -4.14 | -10.92 | -12.31 | -14.26 | -2.27 | 13.49 | 13.32 | 14.87 | 11.83 |
| Nifty 500 Shariah TRI | 1.26 | -4.31 | -10.94 | -13.37 | -15.51 | -2.31 | 18.2 | 13.13 | 15.97 | 11.82 |
| S&P BSE BANKEX TRI | 1.59 | -3.65 | -7.56 | -4.47 | -5.45 | -2.36 | -1.28 | 4.67 | 11.79 | 14.1 |
| NIFTY 100 Equal Weight TRI | 0.37 | -4.44 | -9.68 | -10.08 | -11.26 | -2.39 | 12.87 | 8.85 | 13.15 | 17.95 |
| S&P BSE INFORMATION TECHNOLOGY TRI | 2.8 | -4.15 | -21.36 | -22.82 | -25.18 | -2.46 | 12.06 | 18.74 | 16.3 | 14.73 |
| S&P BSE 500 SHARIAH TRI | 1.01 | -4.19 | -10.1 | -12.49 | -14.71 | -2.5 | 11.35 | 10.64 | 13.93 | 14.58 |
| S&P BSE Sensex Next 50 TRI | -0.82 | -6.31 | -9.25 | -9.84 | -10.2 | -2.54 | 3.2 | 2.58 | 10.92 | 10.1 |
| S&P BSE MIDCAP SELECT TRI | 0.46 | -3.0 | -10.26 | -11.87 | -12.82 | -2.58 | 5.24 | 3.68 | 13.83 | 11.96 |
| S&P BSE SmallCap TRI | -0.87 | -7.81 | -13.33 | -15.43 | -18.06 | -3.27 | 13.34 | 6.25 | 13.2 | 7.87 |
| Nifty Bank TRI | 1.66 | -3.02 | -7.82 | -5.31 | -6.09 | -3.39 | 3.05 | 7.53 | 13.42 | 18.16 |
| NIFTY COMMODITIES TRI | -2.16 | -10.7 | -17.95 | -11.49 | -11.85 | -3.55 | 12.74 | 9.7 | 10.04 | 8.35 |
| S&P BSE MidCap TRI | 0.16 | -4.34 | -9.75 | -12.85 | -14.0 | -4.28 | 7.33 | 4.78 | 12.67 | 8.4 |
| NIFTY SMALLCAP 250 TRI | -0.79 | -7.97 | -15.04 | -16.75 | -19.39 | -4.45 | 17.02 | 6.71 | 14.58 | 14.15 |
| Nifty Next 50 TRI | -0.28 | -5.36 | -10.87 | -13.25 | -13.86 | -5.05 | 11.43 | 7.81 | 15.36 | 20.22 |
| Nifty Financial Services TRI | 2.6 | -2.02 | -8.58 | -9.49 | -10.61 | -5.46 | 5.55 | 10.5 | 15.25 | 17.24 |
| S&P BSE 250 SmallCap TRI | -0.62 | -7.92 | -14.16 | -16.5 | -19.22 | -6.02 | 8.9 | 3.02 | 9.78 | 7.64 |
| S&P BSE Finance TRI | 2.03 | -2.71 | -8.97 | -9.86 | -10.9 | -6.98 | 3.52 | 6.66 | 13.32 | 9.4 |
| Nifty Metal TRI | -4.2 | -12.69 | -28.44 | -16.36 | -16.39 | -7.77 | 18.19 | 11.99 | - | 12.72 |
| Nifty Private Bank TRI | 0.8 | -4.65 | -8.99 | -7.07 | -7.74 | -8.24 | -0.48 | 5.26 | 14.44 | 18.65 |
| Nifty Pharma TRI | 0.5 | -5.86 | -10.57 | -10.84 | -14.47 | -12.87 | 16.24 | 5.81 | 9.81 | 13.33 |
| S&P BSE Healthcare TRI | 0.89 | -5.12 | -11.15 | -14.23 | -17.81 | -13.42 | 15.24 | 6.98 | 11.69 | 11.76 |
| NIFTY SMALLCAP 100 TRI | -0.74 | -8.91 | -19.85 | -24.03 | -26.61 | -13.56 | 11.52 | 3.75 | 10.89 | 10.42 |
| S&P GLOBAL 1200 | 1.76 | -5.72 | -14.99 | -19.65 | -20.34 | -14.59 | -10.94 | -3.4 | 4.24 | 2.78 |
| NIFTY SMALLCAP 50 TRI | 0.38 | -8.43 | -21.52 | -27.08 | -29.02 | -21.35 | 9.35 | -1.08 | 8.86 | 9.22 |
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.
Advisorkhoj develops innovative mutual fund research tools that may help you in your mutual fund investments. Mutual Fund Distributors wanting to display Mutual Fund Research on their website may write to pradip@advisorkhoj.com for APIs. We would be happy to get your feedback, suggestions. Please leave your comments below.
