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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 (%)
Nifty Metal TRI 1.07 14.49 28.31 86.65 35.5 153.08 5.84 19.07 - 13.79
NIFTY SMALLCAP 50 TRI 0.12 -1.2 7.88 38.37 15.33 110.55 -0.78 8.34 7.0 10.38
Nifty IT TRI 0.1 1.23 -2.73 20.05 6.82 104.64 25.56 19.92 16.37 15.81
NIFTY SMALLCAP 100 TRI -0.49 -0.71 9.79 38.55 15.26 100.0 0.39 10.61 9.03 11.29
S&P BSE ENHANCED VALUE INDEX TRI -1.44 -3.14 9.1 63.55 21.25 94.75 3.44 10.0 4.76 10.1
NIFTY SMALLCAP 250 TRI -0.73 -0.16 9.73 38.39 14.39 92.28 2.43 11.19 10.73 14.26
NIFTY MIDCAP 100 TRI -0.78 -0.29 5.37 37.56 12.22 79.25 6.44 12.99 12.25 20.53
NIFTY MIDCAP 150 TRI -0.63 -0.25 6.11 37.0 12.57 77.91 9.3 16.05 14.57 16.01
NIFTY COMMODITIES TRI -1.63 0.73 12.43 41.7 18.2 76.76 7.07 14.31 - 8.15
Nifty Auto TRI -1.91 -5.45 -6.92 22.24 4.99 73.36 -4.33 4.04 10.51 15.55
NIFTY 50 Equal Weight TRI -0.79 -0.31 3.36 34.52 9.6 70.62 10.03 12.05 9.32 13.6
NIFTY LARGE MIDCAP 250 TRI -0.91 -1.39 2.19 29.01 7.7 66.06 10.22 15.12 12.94 15.16
Nifty 500 Shariah TRI -0.54 2.64 3.58 24.71 8.72 65.5 13.53 16.52 13.94 12.19
NIFTY 50 Value 20 TRI -1.21 -0.61 1.19 26.42 8.09 63.17 18.49 17.68 13.37 19.85
NIFTY 100 Equal Weight TRI -0.24 -0.14 2.71 31.33 8.74 62.15 7.69 12.32 10.71 18.63
NIFTY 100 ESG TRI -0.98 -1.22 -0.91 22.08 4.44 61.56 14.47 15.74 12.57 12.38
S&P BSE SmallCap TRI -0.14 1.49 10.84 39.47 14.79 59.94 -0.67 10.15 8.14 7.37
Nifty Realty TRI -4.57 -8.46 -10.99 32.74 -4.02 59.86 -0.49 12.36 0.21 -7.47
NIFTY 500 TRI -1.07 -2.06 0.03 24.38 4.9 59.77 10.1 14.01 11.17 16.38
Nifty Services Sector TRI -1.59 -4.06 -3.68 24.49 1.31 59.49 13.29 15.74 12.12 16.31
S&P BSE INFORMATION TECHNOLOGY TRI -0.89 1.96 -0.23 20.26 9.31 59.26 17.34 14.14 14.69 15.58
S&P BSE 250 Large MidCap TRI -1.1 -2.19 -0.3 23.93 4.68 58.99 11.06 14.45 11.57 12.01
S&P BSE 250 SmallCap TRI -1.03 -0.87 8.26 37.43 12.69 58.74 -3.6 8.0 5.65 7.34
NIFTY 200 TRI -1.13 -2.25 -0.88 23.12 3.98 57.33 10.45 13.92 11.06 13.9
NIFTY 50 TRI -1.44 -3.0 -2.15 20.72 2.5 55.89 11.97 13.99 10.7 13.61
NIFTY 100 TRI -1.18 -2.52 -1.71 21.32 2.9 54.66 10.98 13.95 11.09 17.39
Nifty Infrastructure TRI -2.12 -4.57 0.4 28.48 8.41 52.85 6.34 9.99 3.76 9.64
Nifty Bank TRI -2.07 -8.92 -4.4 27.97 -0.48 51.6 7.95 14.3 11.02 18.85
S&P BSE Finance TRI -2.11 -7.07 -4.61 26.21 -1.32 50.86 7.22 14.76 11.38 10.14
Nifty Financial Services TRI -1.89 -6.64 -4.7 26.28 -1.85 50.65 12.95 18.19 13.36 18.22
Nifty Private Bank TRI -2.34 -9.21 -6.63 23.46 -3.66 49.96 5.81 13.05 13.95 20.11
Nifty 100 low volatility 30 TRI -0.49 0.33 -0.32 18.2 3.5 48.93 11.73 14.38 14.17 18.16
NIFTY DIVIDEND OPPORTUNITIES 50 TRI -1.37 -1.73 0.45 24.53 6.01 48.87 6.68 13.19 9.94 11.22
S&P BSE Teck TRI -0.75 0.95 -2.68 19.06 7.2 48.45 12.95 11.05 11.66 11.1
Nifty Pharma TRI 4.84 15.08 4.51 15.62 4.23 47.48 15.9 4.24 11.99 14.68
Nifty Next 50 TRI 0.4 0.4 0.96 25.03 5.34 47.13 5.26 13.41 12.8 21.19
Nifty Energy TRI -1.87 -8.33 - 21.51 3.98 43.87 11.53 17.77 8.41 17.87
Nifty PSU Bank TRI -6.3 -11.01 -1.72 49.22 11.07 42.08 -11.4 -3.91 -7.03 5.51
S&P BSE MidCap TRI -0.39 -0.89 3.7 34.46 10.73 40.12 0.24 9.32 9.94 8.54
S&P BSE Healthcare TRI 4.41 13.83 6.87 18.28 7.87 39.96 15.34 6.58 13.69 13.62
S&P BSE MIDCAP SELECT TRI -0.46 -1.67 0.07 29.42 7.35 37.11 -0.97 9.53 12.08 12.52
S&P BSE 500 SHARIAH TRI -0.1 2.69 2.13 22.25 6.9 36.68 9.04 11.43 12.04 15.35
Nifty India Consumption TRI -0.7 -0.21 -3.66 17.98 0.2 35.63 7.05 12.14 - 14.59
NIFTY MNC TRI -0.59 0.36 -2.0 13.95 2.13 33.68 4.3 13.57 14.17 13.55
S&P BSE 500 TRI -1.1 -2.16 -0.07 24.1 4.86 32.2 3.45 9.88 9.15 10.52
S&P BSE Allcap TRI -1.07 -2.05 0.16 24.5 5.07 31.73 2.68 9.48 8.97 8.53
S&P BSE BANKEX TRI -2.18 -8.24 -4.17 27.93 -1.64 30.57 3.4 10.98 9.51 14.78
S&P BSE 200 TRI -1.12 -2.29 -0.81 23.11 4.13 30.49 4.16 9.98 9.22 10.67
Nifty Media TRI 1.53 -10.56 -15.55 1.91 -10.16 30.29 -23.32 -8.31 1.19 3.74
S&P BSE India Infrastructure Index TRI -1.69 -5.21 7.93 53.19 14.81 29.11 -9.62 3.34 3.99 1.54
S&P BSE 100 TRI -1.3 -2.8 -2.01 21.24 2.8 28.17 4.05 9.62 8.8 8.38
S&P BSE LargeMidCap TRI -1.21 -2.59 -1.34 22.43 3.69 27.69 3.34 9.33 8.92 8.59
S&P BSE SENSEX 50 TRI -1.43 -2.96 -2.4 19.94 2.23 26.88 4.58 9.84 8.84 8.6
S&P BSE LargeCap TRI -1.35 -2.88 -2.14 20.62 2.58 25.94 3.86 9.27 8.42 8.21
S&P BSE Sensex Next 50 TRI -0.51 -1.89 0.24 29.36 6.05 25.23 -1.79 6.8 8.66 10.34
Nifty FMCG TRI -1.22 0.93 -0.09 15.82 1.16 22.15 8.54 12.87 15.29 14.97
S&P GLOBAL AGRIBUSINESS INDEX TRI 0.19 -0.07 8.14 32.66 15.54 20.2 0.01 3.9 2.92 2.62
S&P BSE SENSEX TRI -1.73 -4.32 -4.19 17.66 -0.1 2.96 -0.99 5.81 6.65 6.84
S&P BSE BHARAT 22 TRI -1.95 -7.84 -1.2 36.61 5.53 -5.37 -13.09 -1.37 1.8 6.12
S&P BSE PSU TRI -2.3 -7.86 2.76 40.29 9.8 -5.59 -14.69 -3.69 -4.54 0.5
S&P GLOBAL 1200 -0.02 4.09 5.34 20.61 8.58 -13.32 -4.84 2.55 4.82 4.12

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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