SBI MF Your SIP Day 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 Pharma TRI 372.7 367.7 336.1 367.65 369.34 337.5 96.47 46.59 26.52 21.35
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
S&P BSE BHARAT 22 TRI 56.09 53.93 56.32 71.36 55.34 76.51 22.27 9.16 10.84 12.05
S&P BSE PSU TRI 54.86 45.92 53.73 67.87 47.88 64.86 20.08 5.79 5.61 6.44
Nifty 100 Alpha 30 4.4 11.45 18.99 27.89 21.47 58.37 18.87 21.64 18.63 17.5
S&P BSE SENSEX TRI 55.1 50.14 51.27 57.71 51.26 56.54 16.5 12.98 13.37 10.82
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 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 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 100 LOW VOLATILITY 30 -0.25 -0.73 33.66 36.63 -0.34 35.98 26.3 16.9 15.69 17.5
NIFTY 200 Quality 30 TRI 0.29 0.04 32.68 33.73 0.03 33.66 14.94 11.91 14.75 18.07
NIFTY Midcap 50 TRI 0.02 -2.67 26.22 34.76 -1.61 30.77 31.81 16.94 16.94 13.41
Nifty PSU Bank TRI 1.77 -11.22 11.22 34.48 -9.96 30.46 21.57 2.71 1.59 9.0
S&P BSE India Infrastructure Index TRI 32.0 22.57 28.29 32.23 25.32 30.01 21.42 6.0 10.79 5.45
S&P BSE SENSEX 50 TRI 27.51 23.12 24.22 29.4 23.98 28.38 16.75 12.3 13.32 10.9
S&P BSE LargeCap TRI 27.14 21.77 22.38 27.09 22.58 26.69 16.29 11.62 12.83 10.48
Nifty Alpha Low-Volatility 30 TRI 0.13 -0.63 27.26 28.54 -0.39 26.38 22.8 15.09 17.3 17.6
S&P BSE 100 TRI 26.35 21.57 22.12 27.12 22.43 26.37 16.77 11.68 13.08 10.6
S&P BSE LargeMidCap TRI 26.85 21.42 21.83 26.72 22.25 25.99 16.56 11.3 13.23 10.79
Nifty FMCG TRI 3.49 4.6 3.1 8.31 4.22 25.53 16.88 12.96 13.29 15.35
S&P BSE 200 TRI 25.12 19.69 20.0 24.96 20.5 24.28 16.99 11.62 13.49 12.57
S&P BSE Sensex Next 50 TRI 27.05 21.66 19.08 23.49 22.49 24.27 16.6 7.85 12.35 12.31
S&P BSE Allcap TRI 26.04 20.43 20.92 26.07 21.31 23.92 17.78 11.09 13.57 10.78
NIFTY 100 Quality 30 TRI 0.68 0.72 21.42 22.99 0.81 23.8 14.83 13.52 13.74 12.46
S&P BSE 500 TRI 24.96 19.48 19.85 24.93 20.31 23.11 17.37 11.26 13.53 12.46
S&P BSE BANKEX TRI 19.86 10.98 15.9 25.62 12.14 22.74 11.32 9.85 13.3 16.31
S&P BSE MidCap TRI 24.47 18.73 18.12 24.21 19.67 21.56 18.33 9.29 14.78 10.59
NIFTY Midcap150 Quality 50 TRI 0.65 -1.64 26.06 25.97 -1.1 20.95 24.49 15.03 17.93 18.56
NIFTY Midcap 150 Moment 50 TRI 0.29 -3.99 10.53 21.27 -3.11 18.81 34.44 19.57 24.83 22.56
S&P BSE INFORMATION TECHNOLOGY TRI 39.06 41.9 42.06 38.0 43.44 17.46 26.8 21.75 19.22 17.02
Nifty Auto TRI 2.22 6.07 0.9 3.64 288.42 15.8 20.23 4.71 12.47 16.09
S&P BSE Teck TRI 30.75 32.81 32.75 32.67 34.34 15.56 23.29 17.8 16.05 12.83
S&P BSE ENHANCED VALUE INDEX TRI -0.45 -3.37 9.99 20.73 -1.01 13.9 33.57 9.79 10.77 12.45
S&P BSE SmallCap TRI 23.01 16.28 17.22 23.69 17.47 13.88 25.86 10.31 15.87 10.06
S&P BSE 250 SmallCap TRI 23.36 16.81 18.63 25.4 17.87 13.26 23.23 8.03 12.65 9.96
Nifty 100 ESG Sector Leaders TRI -1.42 -3.07 10.8 13.6 -2.43 11.97 - - - 22.17
S&P BSE 500 SHARIAH TRI 20.45 15.55 12.72 14.56 15.84 11.91 17.87 12.87 15.07 15.83
Nifty 200 Momentum 30 -2.57 -6.39 10.12 21.93 -5.89 11.24 16.94 13.43 19.42 19.0
S&P BSE MIDCAP SELECT TRI 22.14 15.36 9.39 12.88 15.7 10.59 12.81 6.43 13.63 13.27
NIFTY DIVIDEND OPPORTUNITIES 50 TRI 1.82 3.48 4.96 9.3 4.33 8.69 20.57 11.17 11.55 12.19
Nifty Private Bank TRI 2.74 -4.26 0.16 10.11 -3.05 8.48 8.83 7.84 14.04 19.6
NIFTY 50 Value 20 TRI 2.61 4.71 6.05 9.57 5.43 8.01 24.26 17.1 15.64 19.72
S&P BSE Quality TRI -0.18 -1.0 -0.37 6.05 -0.06 7.94 16.71 9.04 14.0 14.26
Nifty Bank TRI 2.86 -4.43 0.49 9.45 -3.46 7.25 11.83 9.87 13.39 18.8
Nifty India Consumption TRI 1.52 -1.65 -6.19 -2.97 -1.67 6.96 14.97 10.02 13.64 14.67
NIFTY Healthcare TRI -1.86 -3.8 4.9 12.99 -58.12 5.66 17.79 10.33 10.71 13.1
Nifty Metal TRI -7.63 -13.82 -2.73 6.54 -40.98 5.45 35.95 11.07 - 15.12
S&P BSE Low Volatility TRI -0.31 -1.69 0.38 2.3 -0.94 3.24 13.53 10.16 13.79 14.03
NIFTY MNC TRI 1.51 -1.17 -2.28 1.6 -1.08 3.19 13.42 7.82 15.02 13.54
NIFTY 50 Equal Weight TRI -0.63 -3.31 -2.69 1.64 -2.67 3.18 20.9 11.13 11.8 13.73
NIFTY 50 TRI 1.42 -2.06 -1.07 3.03 -1.37 2.97 16.47 12.05 12.9 13.68
Nifty 100 low volatility 30 TRI 0.34 -0.73 -0.92 1.7 -0.34 2.59 16.52 11.88 14.2 17.5
Nifty Financial Services TRI 2.31 -3.9 -0.71 5.26 -2.8 2.51 10.71 11.76 14.75 17.76
S&P BSE Healthcare TRI 11.31 9.06 3.24 10.55 9.49 1.75 18.01 10.22 11.3 12.44
Nifty Infrastructure TRI 0.45 -4.69 -3.69 1.88 -3.99 0.95 18.47 9.27 8.76 10.26
S&P BSE 250 Large MidCap TRI -1.5 -3.83 -3.5 0.77 -3.18 0.9 17.0 11.54 13.63 12.26
NIFTY LARGE MIDCAP 250 TRI 0.56 -3.9 -3.61 1.1 -3.14 0.65 18.77 11.7 15.21 15.16
NIFTY 100 TRI 0.53 -3.73 -3.3 0.55 -3.11 0.62 15.69 11.09 12.98 17.02
NIFTY 200 TRI 0.52 -3.85 -3.44 0.71 -3.17 0.58 16.35 11.05 13.11 13.88
NIFTY MIDCAP 150 TRI 0.58 -4.06 -3.93 1.59 -3.17 0.57 21.73 12.16 17.21 16.1
S&P BSE 150 MidCap TRI -0.26 -3.64 -3.31 2.48 -2.75 0.21 21.97 11.99 17.08 16.93
NIFTY MIDCAP 100 TRI 0.46 -4.62 -4.35 1.51 -3.54 0.08 20.91 10.06 15.04 20.22
S&P GLOBAL AGRIBUSINESS INDEX TRI -0.41 3.3 0.96 -1.83 1.96 0.05 1.4 0.33 3.31 2.79
NIFTY 500 TRI 0.6 -3.81 -3.33 0.89 -3.13 0.01 17.02 10.99 13.39 16.21
S&P BSE Finance TRI -88.35 -88.55 -88.46 - -88.47 - - - - -87.88
NIFTY 100 ALPHA 30 TRI -13.13 - - - - - - - - -15.3
NIFTY GROWTH SECTORS 15 TRI 2.27 - - - - - - - - 2.08
NIFTY HIGH BETA 50 TRI -1.93 - - - - - - - - -3.97
NIFTY LOW VOLATILITY 50 TRI -0.83 - - - - - - - - -1.92
NIFTY MIDCAP 150 QUALITY 50 TRI 0.65 - - - - - - - - -0.45
NIFTY QUALITY LOW- VOLATILITY 30 TRI 0.03 - - - - - - - - -0.93
NIFTY 100 QUALITY 30 TRI 0.68 - - - - - - - - -0.07
NIFTY 200 MOMENTUM 30 TRI -2.57 - - - - - - - - -4.2
NIFTY 200 QUALITY 30 TRI 0.29 - - - - - - - - -0.5
NIFTY ALPHA QUALITY LOW VOLATILITY 30 TRI 0.13 - - - - - - - - -0.85
NIFTY ALPHA LOW- VOLATILITY 30 TRI 0.35 - - - - - - - - -0.72
NIFTY 500 VALUE 50 TRI -2.25 - - - - - - - - -3.36
NIFTY SMALLCAP 250 TRI 9.87 3.87 5.79 11.42 4.81 -0.18 26.42 9.37 15.63 15.14
NIFTY500 MULTICAP 50:25:25 -1.09 -3.93 -3.24 1.39 -3.18 -1.51 19.2 10.66 14.63 15.14
Nifty Services Sector TRI 0.56 -4.42 -3.07 1.29 -3.54 -1.88 13.73 12.06 13.98 16.01
NIFTY COMMODITIES TRI -0.78 -6.46 -3.89 0.49 -5.51 -2.25 22.54 9.54 10.63 9.37
Nifty 500 Shariah TRI -0.22 -2.98 -3.28 -1.34 -2.47 -3.7 20.02 12.15 15.46 12.03
NIFTY 100 Equal Weight TRI -0.93 -5.93 -6.29 -3.56 -5.35 -4.08 16.47 8.15 12.21 17.87
NIFTY 100 ESG TRI -0.2 -3.79 -4.66 -2.45 -3.17 -5.16 16.12 12.14 13.9 12.05
Nifty Energy TRI -6.34 -12.95 -15.43 -15.67 -12.49 -6.98 19.23 13.21 12.62 17.93
Nifty Next 50 TRI -1.97 -9.32 -10.53 -7.14 -8.79 -7.51 12.82 6.43 13.41 19.95
S&P GLOBAL 1200 1.9 8.36 14.94 2.75 8.18 -7.57 -10.54 -4.15 3.48 3.36
Nifty Alpha 50 TRI -8.0 -11.6 1.68 8.51 -11.71 -8.28 24.97 19.27 20.59 19.75
S&P BSE Financials ex Bank 30 TRI -1.4 -6.61 -5.97 -4.53 -5.03 -9.48 5.44 5.0 12.39 13.23
Nifty IT TRI 2.84 5.84 6.61 4.86 7.1 -10.81 26.43 21.13 18.55 15.53
NIFTY SMALLCAP 100 TRI 1.89 -4.14 -3.05 1.04 -3.22 -15.8 17.15 3.94 11.22 11.05
Nifty Realty TRI -0.41 -7.04 -8.1 -8.04 -6.0 -16.36 9.8 5.28 4.0 -4.89
Nifty Media TRI -0.69 -7.64 -10.99 -12.15 -7.22 -18.08 2.16 -10.4 1.28 4.79
NIFTY SMALLCAP 50 TRI 1.58 -3.38 -1.78 -0.2 -2.04 -18.25 14.5 0.88 9.02 9.67

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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