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Mutual Fund Benchmark Monitor

Benchmark
Name
1-Week Ret (%) 1-Month Ret (%) 3-Months Ret (%) 6-Months Ret (%) YTD Ret (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Nifty Financial Services TRI 7.02 4.14 14.98 18.11 13.03 23.09 25.72 17.73 17.92 19.62
Nifty Energy TRI 4.47 -1.52 9.23 15.22 13.27 21.43 28.18 12.55 8.16 19.06
Nifty IT TRI 0.04 -1.9 1.18 13.95 9.52 19.29 14.86 14.15 19.98 14.33
Nifty Bank TRI 5.13 0.28 12.04 15.41 11.59 18.18 23.34 16.01 17.02 20.71
S&P BSE BANKEX TRI 5.18 -0.34 12.19 14.8 11.62 17.94 22.66 15.55 17.28 18.68
S&P BSE INFORMATION TECHNOLOGY TRI -0.17 -1.65 1.68 13.84 8.73 17.85 13.14 14.93 20.71 15.1
NIFTY 50 Value 20 TRI 1.89 -3.59 3.84 9.23 6.6 17.0 18.65 11.67 16.32 19.84
Nifty Services Sector TRI 4.36 0.71 9.7 14.45 9.82 16.74 19.0 14.54 14.01 16.75
Nifty PSU Bank TRI 6.37 -2.22 13.97 5.98 1.73 15.17 13.63 -2.09 3.61 9.57
Nifty Private Bank TRI 4.51 -2.07 9.36 13.67 10.35 14.89 22.2 18.63 21.52 23.21
S&P BSE SENSEX TRI 4.43 -0.43 8.7 10.96 8.25 13.99 16.97 11.43 12.6 9.73
NIFTY 50 TRI 4.34 -0.35 8.67 10.85 8.1 12.82 16.3 11.45 12.11 13.73
S&P BSE SENSEX 50 TRI 4.32 -0.38 8.45 10.34 7.43 12.09 16.73 11.99 12.97 9.93
S&P BSE Teck TRI -0.27 -2.28 0.45 10.5 6.68 11.99 9.61 11.31 13.68 10.34
NIFTY 100 ESG TRI 3.82 -1.94 6.59 9.29 6.55 11.57 16.16 12.43 - 11.3
S&P BSE LargeCap TRI 4.13 -0.93 8.17 9.47 6.67 11.06 16.07 11.16 12.31 9.52
S&P BSE 100 TRI 4.19 -1.03 7.97 8.74 5.98 10.55 15.97 11.42 12.59 9.57
NIFTY 100 TRI 4.14 -1.04 8.04 9.14 6.39 10.4 16.01 11.81 12.74 17.97
S&P BSE LargeMidCap TRI 4.04 -1.37 7.67 7.97 5.16 8.8 15.5 11.78 12.88 9.83
S&P BSE 200 TRI 4.06 -1.42 7.63 7.88 5.09 8.45 15.57 12.05 12.91 12.03
NIFTY 200 TRI 4.09 -1.37 7.75 7.97 5.31 8.38 15.54 11.81 12.37 13.98
Nifty FMCG TRI 4.46 -0.05 4.74 3.99 0.15 8.05 17.52 13.15 20.77 15.65
S&P BSE 250 Large MidCap TRI 4.02 -1.5 7.54 7.67 4.91 7.8 15.58 12.21 13.12 11.58
S&P BSE BHARAT 22 TRI 4.59 0.5 12.61 7.55 5.95 7.01 14.95 8.26 11.04 12.04
Nifty Pharma TRI -2.25 -9.79 -2.5 -9.44 -4.27 6.92 -8.01 3.13 13.65 13.36
Nifty 100 low volatility 30 TRI 2.95 -2.47 4.57 6.11 2.23 6.66 14.65 14.04 16.88 18.49
NIFTY 500 TRI 3.98 -1.62 7.74 7.47 4.73 6.43 15.15 11.87 12.43 16.6
S&P BSE 500 TRI 3.97 -1.69 7.61 7.26 4.51 6.18 15.17 11.96 12.9 11.8
S&P BSE Healthcare TRI -1.43 -8.41 -1.81 -7.74 -4.7 5.12 -4.11 6.25 15.66 11.38
NIFTY 50 Equal Weight TRI 3.42 -2.54 7.33 7.0 5.0 4.99 11.88 8.19 10.82 13.52
S&P BSE Allcap TRI 3.94 -1.83 7.53 6.77 4.09 4.97 14.77 11.81 12.87 9.5
S&P BSE 500 SHARIAH TRI 1.86 -3.21 3.29 3.61 1.04 4.17 10.71 12.89 13.05 15.53
NIFTY DIVIDEND OPPORTUNITIES 50 TRI 2.86 -1.87 6.1 7.9 3.81 3.75 16.98 9.2 14.69 11.5
NIFTY LARGE MIDCAP 250 TRI 3.75 -2.43 6.68 4.84 2.14 2.74 15.09 13.58 14.27 14.91
S&P GLOBAL 1200 0.88 -1.91 2.55 7.92 13.12 1.4 11.84 7.28 11.21 6.61
S&P BSE Sensex Next 50 TRI 3.38 -5.06 4.94 -0.66 -2.63 1.34 11.98 9.98 12.56 12.23
S&P BSE PSU TRI 4.16 -0.92 14.12 7.14 4.79 0.65 10.77 1.19 2.07 4.89
NIFTY COMMODITIES TRI 3.74 -1.74 11.97 4.73 5.47 0.27 16.25 7.33 - 6.63
Nifty 500 Shariah TRI 2.58 -2.66 4.7 2.71 -0.22 0.23 13.12 12.88 13.21 10.4
Nifty Infrastructure TRI 3.54 -1.23 8.88 2.15 0.04 -0.76 9.01 1.82 0.19 9.06
Nifty India Consumption TRI 3.47 -2.89 2.44 -0.3 -3.83 -1.31 12.53 12.81 - 15.03
S&P BSE MIDCAP SELECT TRI 3.9 -3.85 6.04 -1.49 -3.95 -2.05 12.31 15.02 16.67 13.98
Nifty Next 50 TRI 2.79 -5.48 3.9 -1.6 -4.41 -3.66 13.64 13.03 15.73 21.99
S&P GLOBAL AGRIBUSINESS INDEX TRI -1.22 -5.19 -1.71 0.16 7.96 -4.71 6.03 2.41 7.19 2.78
S&P BSE India Infrastructure Index TRI 4.98 -1.66 12.23 5.64 4.4 -4.89 13.04 5.93 5.88 3.39
S&P BSE MidCap TRI 3.4 -4.44 4.24 -1.76 -4.61 -5.07 11.2 13.28 13.65 8.81
NIFTY MIDCAP 100 TRI 3.73 -3.93 5.43 -0.67 -2.72 -5.73 11.36 12.72 14.59 20.85
NIFTY MNC TRI 3.66 -3.73 0.87 -2.98 -6.72 -6.57 15.41 15.19 16.77 13.59
S&P BSE ENHANCED VALUE INDEX TRI 3.23 -5.29 9.36 - -0.61 -8.1 11.16 0.39 8.26 9.51
Nifty Realty TRI 7.11 -1.64 15.85 15.8 14.48 -8.83 15.17 2.99 -4.45 -9.57
NIFTY MIDCAP 150 TRI 3.37 -3.8 5.42 0.76 -1.87 -9.99 13.92 15.07 16.06 15.3
S&P BSE 250 SmallCap TRI 3.29 -4.35 8.65 1.65 -0.93 -12.9 10.17 8.97 10.04 7.58
NIFTY SMALLCAP 250 TRI 3.24 -4.21 8.82 1.75 -1.06 -13.88 8.44 10.39 12.76 13.87
S&P BSE SmallCap TRI 3.25 -4.82 6.6 -0.69 -2.67 -14.97 10.03 11.26 11.7 6.63
NIFTY SMALLCAP 100 TRI 3.57 -4.75 9.18 2.32 -1.24 -15.71 8.56 7.26 - 10.57
Nifty Metal TRI 0.57 -8.22 2.96 -11.53 -8.72 -17.49 17.85 1.63 - 9.74
NIFTY SMALLCAP 50 TRI 3.36 -4.9 9.51 2.44 -2.75 -19.09 3.94 5.41 7.51 9.52
Nifty Auto TRI 3.19 -8.51 0.65 -9.81 -10.94 -22.73 1.37 6.28 17.26 16.21
Nifty Media TRI 1.2 -8.62 -8.84 -10.51 -15.14 -30.56 -3.86 3.09 7.49 7.16

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