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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 (%)
NASDAQ 100 TRI 0.18 4.01 2.05 34.63 29.32 34.14 34.63 22.75 25.68 14.57
Nifty Metal TRI -4.04 -5.59 2.2 15.38 15.41 28.45 24.06 19.34 19.83 13.93
MSCI ACWI TRI -0.58 -1.0 2.76 19.64 19.53 24.65 25.91 15.68 14.62 13.81
Nifty Pharma TRI -2.63 -2.05 4.65 19.34 17.02 23.98 20.44 13.64 9.48 14.55
Nifty Capital Markets TRI -5.13 -7.59 -6.35 20.18 9.92 23.68 45.57 26.35 - 25.8
S&P GLOBAL 1200 -0.7 -0.84 1.5 19.65 14.57 19.1 45.64 11.28 12.69 9.27
Nifty India Defence TRI -1.95 -4.84 -2.38 28.81 20.32 18.79 42.26 51.01 - 31.54
NIFTY MIDSMALL HEALTHCARE TRI -4.13 -3.3 1.82 22.53 16.59 18.6 24.11 15.81 18.14 21.14
NIFTY MIDSMALL FINANCIAL SERVICES TRI -7.18 -7.72 -4.69 16.89 1.98 17.71 22.92 20.95 12.32 17.04
BSE Healthcare -4.02 -3.0 1.5 19.79 14.26 16.18 20.61 13.91 11.95 15.18
NIFTY SMALLCAP 50 TRI -3.69 -3.81 3.52 29.57 12.54 15.43 18.67 13.4 12.04 12.28
NIFTY MICROCAP 250 TRI -2.03 -0.69 4.69 39.44 16.94 15.26 17.95 21.72 19.85 17.63
NIFTY Healthcare TRI -4.33 -3.93 0.2 13.98 10.77 14.7 19.04 13.17 10.65 14.74
NIFTY HIGH BETA 50 TRI -4.23 -7.67 -2.21 26.75 6.69 14.12 13.77 15.57 10.96 7.71
NIFTY IPO -2.35 1.13 5.63 35.92 18.3 13.14 13.03 6.12 - 10.12
Nifty Alpha 50 TRI -3.32 -6.25 0.89 21.95 7.89 11.44 14.6 12.03 19.96 20.21
S&P GLOBAL AGRIBUSINESS INDEX -3.64 -5.93 -0.17 -7.69 11.16 11.44 9.6 5.76 7.89 6.14
NIFTY SMALLCAP 100 TRI -3.73 -4.13 2.3 27.08 9.2 10.24 15.45 12.92 13.19 15.19
BSE Small Cap -2.58 -1.97 3.04 33.02 11.57 10.14 15.43 15.41 16.23 19.72
NIFTY MIDCAP SELECT TRI -5.77 -8.25 -4.61 13.28 0.14 9.59 15.34 13.95 15.18 14.61
BSE India Financials Bond Index 0.1 1.06 2.16 4.45 3.27 8.46 6.75 8.3 8.75 8.8
NIFTY SMALLCAP250 MOMENTUM QUALITY 100 TRI -2.53 -2.66 3.49 27.83 9.46 8.42 10.52 11.87 16.94 21.37
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
NIFTY200 VALUE 30 TRI -3.8 -4.87 -6.12 1.32 -2.81 7.89 21.18 22.91 16.43 16.12
BSE Midcap Select Index -6.4 -8.15 -2.4 18.81 -0.06 7.81 14.63 11.52 12.0 12.7
BSE India Bond Index 0.17 1.43 2.03 5.29 4.17 7.49 5.99 7.41 8.41 8.74
NIFTY Midcap 50 TRI -5.29 -7.47 -3.01 14.0 -0.84 7.41 14.23 16.4 16.73 14.64
BSE India Government Bond Index 0.18 1.48 2.0 5.4 4.28 7.38 5.85 7.32 8.38 8.12
Nifty PSU Bank TRI -4.18 -6.84 -5.61 2.51 -5.36 7.3 15.88 27.73 10.54 11.11
BSE India 10 Year Sovereign Bond 0.15 1.84 2.41 5.76 4.54 7.26 5.86 6.93 7.43 6.42
NIFTY SMALLCAP 250 TRI -3.32 -3.73 0.73 25.05 7.19 7.23 13.96 14.51 14.64 15.63
BSE POWER -2.89 -4.42 -11.29 7.62 10.41 6.93 15.48 17.55 13.69 9.49
NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100 TRI -3.46 -5.49 -1.77 16.52 4.89 6.92 12.29 12.87 17.16 21.39
NIFTY 500 VALUE 50 TRI -3.66 -5.06 -5.04 2.75 -0.75 6.89 20.09 22.26 16.06 16.35
BSE Mid Small Cap Index -3.61 -4.48 -0.11 23.04 4.69 6.27 13.85 14.1 14.84 13.27
NIFTY200 ALPHA 30 TRI -4.43 -7.36 -3.07 15.57 2.09 6.01 13.89 13.62 18.37 17.49
Nifty Energy TRI -2.98 -3.36 -7.35 5.76 4.73 5.89 11.76 11.59 16.4 17.58
NIFTY MIDCAP 100 TRI -4.9 -7.37 -3.78 13.06 -1.42 5.58 14.16 15.12 15.42 20.31
Nifty India Manufacturing TRI -3.52 -6.66 -2.34 10.77 1.06 5.48 17.2 15.36 13.59 15.02
NIFTY MIDSMALLCAP 400 TRI -4.17 -5.85 -2.24 16.92 1.49 5.41 13.73 14.69 15.93 16.37
NIFTY500 MOMENTUM 50 TRI -3.42 -5.75 -1.67 15.44 0.81 5.08 11.37 12.38 18.25 21.35
NIFTY500 MULTICAP INDIA MANUFACTURING 50:30:20 TRI -3.41 -5.98 -0.88 12.18 0.97 5.06 16.29 15.07 13.79 15.12
NIFTY COMMODITIES TRI -3.49 -4.93 -4.56 2.62 -1.26 4.66 13.86 11.63 13.78 12.25
BSE 250 SmallCap Index -3.36 -3.9 -0.51 23.88 4.92 4.6 11.53 12.75 - 11.07
NIFTY MIDCAP 150 TRI -4.62 -6.95 -3.77 12.93 -1.33 4.57 13.66 14.76 16.56 16.75
NIFTY REITS & REALTY TRI -1.31 -3.04 2.65 17.82 3.39 4.36 18.55 13.41 - 17.25
NIFTY Midcap 150 Moment 50 TRI -4.48 -6.4 -3.7 11.97 -1.35 4.08 13.51 15.13 19.66 22.22
Nifty Next 50 TRI -3.75 -5.93 -2.31 16.14 1.37 3.74 16.64 11.44 12.93 19.74
NIFTY MIDSMALL IT & TELECOM TRI -2.48 -9.62 2.88 21.39 -6.64 3.61 5.4 6.86 19.55 12.4
NIFTY NEXT 100 TRI -3.85 -6.11 -3.35 12.94 -0.78 3.61 15.6 12.61 13.79 12.82
Nifty Media TRI 1.04 -1.23 7.21 25.61 9.92 3.15 -10.78 -5.31 -5.43 3.25
NIFTY MNC TRI -3.97 -8.28 -6.23 10.01 0.33 2.98 12.68 10.91 12.99 12.99
BSE 150 MidCap Index -4.77 -6.8 -3.04 13.14 -1.66 2.72 12.74 13.11 - 13.7
NIFTY500 EQUAL WEIGHT TRI -3.82 -5.43 -2.25 17.61 0.95 2.25 12.49 13.1 13.84 14.6
BSE Mid Cap -4.74 -7.2 -3.48 13.12 -2.34 2.09 12.32 12.67 13.29 18.2
Nifty Private Bank TRI -2.44 -3.76 -4.15 11.23 -6.49 1.49 5.61 7.26 10.1 17.41
NIFTY 100 Equal Weight TRI -3.79 -6.63 -3.37 10.97 -2.45 1.08 13.33 10.7 12.41 17.61
Nifty Financial Services Ex-Bank TRI -7.21 -9.53 -6.79 9.58 -7.22 1.01 13.75 10.18 13.1 18.64
Nifty Bank TRI -3.39 -4.98 -4.88 9.38 -7.7 0.65 7.84 8.72 11.62 17.6
Nifty EV and New Age Automotive TRI -3.2 -8.41 -1.28 16.82 -2.3 0.54 12.78 17.86 - 15.09
NIFTY500 MULTICAP 50:25:25 TRI -3.77 -5.82 -2.97 11.63 -3.78 0.4 10.95 10.98 13.82 15.13
NIFTY INDIA SELECT 5 CORPORATE GROUPS TRI -3.83 -7.71 -4.51 9.18 -6.37 0.38 10.51 10.59 17.9 19.29
BSE Bankex -3.43 -4.98 -5.09 9.09 -7.54 0.34 7.14 7.63 10.84 18.12
NIFTY500 MULTICAP INFRASTRUCTURE 50:30:20 TRI -3.66 -5.52 -5.86 8.83 -4.4 0.32 12.53 14.28 14.59 14.39
BSE SENSEX Next 50 -4.69 -6.61 -3.3 11.2 -4.43 0.3 13.5 11.54 11.25 12.62
Nifty Auto TRI -3.18 -8.87 -0.1 11.58 -5.76 0.12 18.59 21.04 11.28 16.93
BSE Enhanced Value Index -3.7 -5.19 -6.38 1.12 -8.79 -0.11 15.89 17.21 13.09 14.28
NIFTY CHEMICALS TRI -3.62 -6.04 -3.87 14.24 -1.88 -0.29 7.12 5.44 18.26 18.84
NIFTY LARGE MIDCAP 250 TRI -4.1 -6.64 -4.1 8.71 -5.85 -0.37 10.79 10.96 14.21 15.1
NIFTY500 MULTICAP MOMENTUM QUALITY 50 TRI -3.3 -5.5 -3.34 10.26 -2.23 -0.43 10.3 9.83 16.48 20.17
Nifty 200 Momentum 30 TRI -3.71 -6.31 -4.24 9.59 -4.65 -0.47 9.19 9.28 15.99 18.3
Nifty Housing TRI -2.84 -5.56 -5.7 7.95 -3.6 -0.68 8.96 8.81 12.84 13.37
BSE PSU -3.24 -5.34 -6.24 -0.51 -4.95 -1.04 16.28 18.2 10.11 11.34
NIFTY 50 Equal Weight TRI -3.83 -6.63 -4.2 5.28 -6.5 -1.08 10.59 10.71 12.66 13.73
NIFTY500 QUALITY 50 TRI -3.48 -8.04 -5.41 10.08 -2.14 -1.14 11.27 9.77 12.76 16.37
NIFTY TOTAL MARKET TRI -3.68 -5.91 -3.36 9.36 -5.91 -1.32 9.83 9.44 12.98 13.93
NIFTY CPSE Total Return Index -2.5 -2.0 -6.26 -9.02 -0.6 -1.55 19.49 24.71 14.57 14.3
Nifty Alpha Quality Low Volatility 30 TRI -3.49 -6.13 -3.83 7.04 -4.65 -1.58 11.19 9.41 12.81 17.03
Nifty Realty TRI -2.72 -6.74 2.59 30.71 -3.04 -1.88 14.13 10.91 15.85 -0.29
Nifty Alpha Low-Volatility 30 TRI -4.08 -6.92 -3.6 6.02 -6.09 -1.91 9.3 8.57 12.83 17.71
BSE AllCap -3.47 -5.6 -3.18 9.59 -6.0 -1.97 8.69 8.32 11.75 11.68
NIFTY 500 TRI -3.76 -6.16 -3.73 8.21 -6.81 -2.03 9.5 9.04 12.77 11.89
BSE Bharat 22 Index -2.97 -4.02 -7.35 -3.85 -7.84 -2.13 10.58 16.13 - 10.03
Nifty Transportation & Logistics TRI -3.52 -7.02 0.83 15.19 -3.85 -2.2 17.83 19.56 13.19 17.54
Nifty Infrastructure TRI -3.97 -5.45 -6.7 2.63 -8.53 -2.23 12.77 12.78 13.57 11.34
Nifty Midcap 150 Quality 50 -3.69 -8.13 -4.44 10.44 -4.58 -2.55 7.43 6.29 12.74 17.31
NIFTY PSE TRI -2.85 -3.08 -5.53 -1.36 -3.59 -2.63 18.37 20.95 13.84 12.87
BSE Quality Index -3.52 -7.47 -6.02 5.23 -6.9 -2.84 9.23 8.79 11.1 11.67
NIFTY 100 ESG TRI -3.79 -7.12 -2.92 6.17 -8.76 -2.99 9.08 6.66 12.72 11.91
NIFTY INDIA INTERNET TRI -10.19 -7.89 7.42 25.64 -3.47 -3.02 21.71 - - 6.65
BSE 500 SHARIAH -3.29 -6.67 -3.39 6.32 -7.89 -3.11 6.08 4.35 10.9 12.76
NIFTY 100 Quality 30 TRI -2.96 -7.04 -0.76 6.63 -8.17 -3.17 7.77 7.25 10.9 12.01
BSE 500 -3.64 -6.06 -3.88 7.4 -7.69 -3.22 8.28 7.62 11.44 13.65
NIFTY 200 TRI -3.84 -6.53 -4.3 6.14 -8.63 -3.23 8.89 8.3 12.32 13.46
NIFTY500 LOW VOLATILITY 50 TRI -3.26 -5.63 -2.88 2.73 -8.01 -3.52 12.18 11.51 14.28 16.93
Nifty 500 Shariah TRI -3.47 -6.85 -2.79 6.67 -7.19 -3.87 5.98 5.52 12.18 11.42
BSE Financials Ex-Banks 30 Index -7.31 -9.62 -5.65 8.11 -10.15 -3.97 10.15 - - 7.3
NIFTY SMALLCAP250 QUALITY 50 TRI -2.44 -4.16 -0.61 13.73 -3.19 -4.12 8.91 11.71 15.26 18.03
BSE 250 LargeMidCap Index -3.68 -6.32 -4.28 5.69 -9.02 -4.16 7.63 7.13 - 10.39
BSE LargeMidCap -3.65 -6.35 -4.43 5.52 -9.14 -4.3 7.38 7.0 10.93 11.58
BSE Financial Services -4.1 -6.03 -5.84 7.41 -10.2 -4.35 7.11 6.8 10.34 12.45
Nifty Financial Services TRI -3.58 -6.23 -6.94 5.63 -9.96 -4.42 8.58 7.14 12.83 16.37
NIFTY INDIA NEW AGE CONSUMPTION TRI -5.05 -7.79 -0.96 16.49 -4.51 -4.53 15.25 12.92 12.06 12.89
BSE 200 -3.66 -6.33 -4.52 4.98 -9.71 -4.64 7.36 6.96 11.1 13.09
Nifty 100 Low Volatility 30 TRI -3.42 -7.08 -4.19 3.44 -10.24 -4.68 8.97 8.12 12.42 16.45
Nifty Low Volatility 50 TRI -3.53 -6.22 -4.03 2.98 -9.36 -4.96 8.99 8.3 12.24 16.49
NIFTY 100 TRI -3.57 -6.32 -4.43 4.55 -10.26 -5.18 7.8 7.06 11.68 15.84
NIFTY OIL & GAS TRI -3.55 -4.0 -3.57 -1.22 -12.68 -5.22 11.3 7.73 13.73 13.87
NIFTY 200 Quality 30 TRI -3.25 -8.04 -2.75 4.97 -10.4 -5.42 6.63 6.4 11.67 16.64
BSE LargeCap -3.4 -6.15 -4.64 3.92 -10.55 -5.65 6.31 5.8 10.38 10.98
NIFTY DIVIDEND OPPORTUNITIES 50 TRI -3.25 -6.83 -3.63 -2.14 -13.07 -5.71 8.15 10.19 12.76 12.05
BSE 100 -3.6 -6.33 -4.56 3.64 -11.28 -6.01 6.42 6.29 10.59 15.1
Nifty Quality Low Volatility 30 TRI -3.25 -6.05 -2.47 4.82 -10.15 -6.38 5.42 5.81 10.27 15.46
NIFTY RURAL TRI -3.98 -7.43 -5.7 3.2 -11.07 -6.43 8.32 10.2 10.63 14.63
BSE India Infrastructure Index -3.01 -3.57 -9.77 2.25 -5.61 -6.49 12.35 14.98 11.62 9.89
Nifty India Digital TRI -6.2 -9.54 5.15 11.12 -14.08 -6.66 8.76 4.32 11.77 11.56
NIFTY MIDSMALL INDIA CONSUMPTION TRI -4.24 -6.11 -1.85 11.88 -5.68 -6.75 10.54 10.59 14.27 15.38
NIFTY500 FLEXICAP QUALITY 30 TRI -3.38 -8.12 -1.41 5.53 -10.95 -6.98 1.88 6.18 14.92 15.74
NIFTY 50 TRI -3.52 -6.4 -4.91 2.13 -12.61 -7.09 6.05 6.38 11.48 12.9
Nifty 100 ESG Sector Leaders TRI -3.72 -6.65 -5.03 2.81 -12.31 -7.13 6.84 5.92 11.59 12.4
NIFTY TOP 20 EQUAL WEIGHT TRI -3.28 -6.93 -2.72 2.48 -13.51 -7.38 5.58 7.77 12.04 12.35
BSE SENSEX 50 -3.32 -6.26 -4.88 1.88 -12.87 -7.49 4.89 5.18 - 11.2
Nifty India Consumption TRI -4.1 -6.98 -3.42 7.83 -9.25 -7.49 10.39 10.1 12.27 13.6
NIFTY GROWTH SECTORS 15 TRI -3.28 -9.38 0.16 1.94 -14.67 -7.64 3.98 7.46 8.32 15.87
Nifty Services Sector TRI -3.49 -6.08 -4.56 3.19 -12.91 -7.78 6.24 4.62 11.55 14.72
BSE Low Volatility Index -3.11 -6.77 -7.46 -0.8 -13.48 -8.94 5.33 5.23 9.99 10.67
NIFTY NON-CYCLICAL CONSUMER TRI -4.18 -6.01 -4.08 8.18 -9.74 -9.44 6.82 7.52 12.87 14.45
NIFTY 50 Value 20 TRI -3.12 -5.89 -5.7 -3.12 -15.25 -9.51 4.23 6.2 13.86 16.77
BSE Sensex -3.14 -6.19 -5.23 0.74 -14.95 -9.7 3.25 4.16 10.03 14.34
NIFTY TOP 15 EQUAL WEIGHT TRI -3.11 -7.52 -5.77 0.33 -17.03 -11.01 4.22 7.0 11.44 12.78
NIFTY TOP 10 EQUAL WEIGHT TRI -2.76 -6.53 -4.77 -0.72 -18.84 -11.5 1.37 4.48 12.14 12.22
Nifty 50 Shariah TRI -3.55 -8.5 -4.29 -4.02 -17.57 -11.55 -0.23 -11.84 -0.7 8.05
NIFTY INDIA TOURISM TRI -2.43 -2.43 -3.79 18.45 -10.22 -12.3 8.06 8.77 13.75 10.62
BSE Teck -2.8 -9.44 0.54 -4.03 -23.64 -14.32 -0.81 -1.62 9.64 5.89
NIFTY INSURANCE TRI -4.5 -5.66 -8.72 -5.22 -18.76 -15.09 4.93 2.7 - 8.66
BSE FMCG -3.34 -4.82 -7.04 0.79 -16.9 -15.92 -3.26 2.61 7.17 10.76
Nifty IT TRI -2.22 -11.43 5.69 -3.84 -25.87 -15.92 -2.42 -2.63 12.65 13.21
Nifty FMCG TRI -3.78 -4.93 -8.52 -1.66 -19.2 -17.89 -3.26 3.65 9.23 15.01
Nifty Cement Index TRI -2.73 -6.37 -6.43 1.1 -14.4 -18.17 2.55 2.75 7.91 14.12
BSE IT -2.18 -10.88 3.89 -4.32 -27.27 -19.49 -5.97 -4.94 10.08 12.6
NIFTY INDIA RAILWAYS PSU TRI -2.26 -6.59 -8.68 -4.67 -24.66 -23.46 2.49 15.97 - 21.27

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 and Calculators that may help you in your investments. Mutual Fund Distributors who wish to display MF Research and calculators on their website may write to sales@advisorkhoj.com for APIs.

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