Mutual Fund Category Returns Monitor
| Category 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 (%) |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund of Funds-Domestic-Gold | 0.03 | 4.11 | 12.04 | 11.69 | 3.97 | 16.38 | 10.65 | 12.07 | 4.85 | 6.84 |
| Equity: Thematic-PSU | -4.39 | -2.56 | 0.18 | 15.32 | -3.86 | 14.73 | 15.81 | 6.02 | 8.36 | 8.05 |
| Debt: Credit Risk | 0.09 | 0.49 | 1.69 | 2.8 | 0.47 | 12.77 | 5.93 | 4.26 | 6.67 | 6.35 |
| Equity: Contra | -2.55 | -2.27 | -1.13 | 6.79 | -2.51 | 6.38 | 19.39 | 11.24 | 14.55 | 14.26 |
| Equity: Sectoral-Infrastructure | -3.97 | -2.8 | -1.49 | 7.64 | -3.13 | 6.32 | 18.55 | 7.91 | 12.66 | 10.12 |
| Equity: Thematic-Consumption | -0.52 | -3.15 | -5.45 | 2.09 | -3.28 | 5.83 | 13.86 | 9.75 | 13.98 | 12.75 |
| Equity: Thematic-Energy | -3.11 | 2.04 | 6.14 | 12.9 | -1.06 | 5.55 | 21.67 | 10.36 | 16.11 | 14.04 |
| Hybrid: Conservative | -0.56 | -0.35 | 0.6 | 3.03 | -0.38 | 5.26 | 7.84 | 5.85 | 7.98 | 7.82 |
| Fund of Funds-Domestic-Debt | -0.21 | 0.33 | 1.89 | 4.17 | 0.23 | 5.22 | 8.18 | 6.93 | 7.58 | 5.25 |
| Debt: Liquid | 0.12 | 0.54 | 1.61 | 2.97 | 0.47 | 4.93 | 3.98 | 5.09 | 6.53 | 6.32 |
| Hybrid: Multi Asset Allocation | -1.43 | -0.77 | 0.87 | 5.82 | -1.12 | 4.86 | 14.71 | 10.73 | 10.52 | 10.63 |
| Debt: Overnight | 0.12 | 0.51 | 1.5 | 2.86 | 0.47 | 4.81 | 3.72 | 4.54 | 5.99 | 3.96 |
| Equity: Dividend Yield | -1.79 | -0.58 | 0.14 | 6.66 | -0.87 | 4.76 | 17.73 | 9.33 | 12.31 | 14.09 |
| Debt: Money Market | 0.11 | 0.54 | 1.64 | 2.89 | 0.46 | 4.64 | 4.58 | 5.69 | 6.6 | 5.84 |
| Debt: Medium Duration | -0.01 | 0.42 | 1.67 | 2.74 | 0.39 | 4.58 | 5.1 | 5.32 | 7.39 | 6.22 |
| Debt: Ultra Short Duration | 0.11 | 0.51 | 1.57 | 2.78 | 0.44 | 4.5 | 4.43 | 5.34 | 6.94 | 5.93 |
| Debt: Short Duration | 0.06 | 0.49 | 1.86 | 2.89 | 0.45 | 4.46 | 5.67 | 5.83 | 7.04 | 6.56 |
| Debt: Low Duration | 0.1 | 0.51 | 1.57 | 2.76 | 0.44 | 4.27 | 5.26 | 5.44 | 6.77 | 6.22 |
| Fund of Funds-Domestic-Hybrid | -0.9 | 0.21 | 1.3 | 5.21 | -0.57 | 4.27 | 10.52 | 8.3 | 10.07 | 10.89 |
| Debt: Floater | 0.06 | 0.45 | 1.51 | 2.99 | 0.4 | 4.27 | 5.54 | 6.45 | 7.32 | 5.87 |
| Equity: Sectoral-Banking and Financial Services | -4.46 | -5.24 | -2.16 | 8.06 | -5.59 | 4.17 | 7.84 | 6.98 | 11.48 | 11.77 |
| Equity: Value | -2.59 | -2.14 | -0.91 | 7.15 | -2.55 | 4.15 | 16.46 | 7.82 | 14.6 | 11.68 |
| Hybrid: Arbitrage | 0.1 | 0.6 | 1.59 | 2.65 | 0.52 | 4.14 | 3.75 | 4.6 | 6.03 | 5.19 |
| ETFs | -1.73 | -1.53 | 1.08 | 5.85 | -1.63 | 3.99 | 12.29 | 9.12 | 9.3 | 6.94 |
| Debt: Dynamic Bond | -0.01 | 0.39 | 1.62 | 2.8 | 0.37 | 3.88 | 5.33 | 6.1 | 7.22 | 6.41 |
| Debt: Banking and PSU | 0.04 | 0.46 | 1.61 | 2.66 | 0.4 | 3.7 | 5.44 | 6.6 | 7.36 | 6.38 |
| Debt: Corporate Bond | 0.05 | 0.46 | 1.67 | 2.75 | 0.4 | 3.51 | 5.65 | 6.73 | 6.93 | 6.08 |
| Debt: Medium to Long Duration | -0.09 | 0.28 | 1.61 | 2.92 | 0.31 | 3.5 | 5.21 | 5.59 | 6.48 | 7.7 |
| Debt: Long Duration | -0.41 | 0.27 | 1.83 | 3.55 | 0.35 | 3.31 | 4.57 | 6.14 | 7.07 | 4.87 |
| Debt: Gilt | -0.1 | 0.31 | 1.51 | 2.91 | 0.32 | 3.26 | 5.19 | 6.72 | 7.54 | 7.11 |
| Hybrid: Dynamic Asset Allocation | -1.3 | -1.35 | -0.62 | 3.62 | -1.4 | 3.1 | 9.14 | 6.98 | 10.52 | 7.2 |
| Hybrid: Equity Savings | -0.77 | -0.56 | 0.03 | 3.15 | -0.65 | 2.7 | 7.56 | 6.09 | 7.33 | 7.21 |
| Debt: Gilt Fund with 10 year constant duration | -0.13 | 0.06 | 1.83 | 2.94 | 0.12 | 2.37 | 4.76 | 7.3 | 8.68 | 6.42 |
| Equity: Thematic-Others | -1.87 | -2.23 | -2.26 | 4.36 | -2.42 | 2.15 | 16.77 | 8.24 | 13.02 | 10.89 |
| Equity: Multi Cap | -2.77 | -3.09 | -3.41 | 4.66 | -3.64 | 2.02 | 16.62 | 10.64 | 14.99 | 8.06 |
| Hybrid: Aggressive | -1.96 | -2.35 | -1.59 | 4.28 | -2.4 | 1.96 | 12.14 | 8.32 | 12.11 | 11.43 |
| Equity: Mid Cap | -2.33 | -2.87 | -4.05 | 2.86 | -3.64 | 1.79 | 18.47 | 9.96 | 16.77 | 13.1 |
| Index Fund | -1.79 | -1.77 | -0.91 | 3.8 | -1.86 | 1.48 | 13.43 | 9.62 | 11.55 | 4.47 |
| Retirement Fund | -1.46 | -1.82 | -1.27 | 2.94 | -1.89 | 1.32 | 8.11 | 6.52 | 9.89 | 8.89 |
| Fund of Funds-Domestic-Equity | -1.13 | -0.18 | 2.88 | 4.65 | -0.65 | 1.08 | 12.62 | 10.04 | 11.38 | 5.15 |
| Equity: Large Cap | -2.58 | -3.16 | -2.29 | 4.48 | -3.1 | 0.95 | 12.26 | 8.76 | 12.07 | 11.53 |
| Equity: Small Cap | -2.39 | -2.13 | -3.4 | 5.12 | -3.06 | 0.84 | 25.5 | 11.04 | 18.32 | 16.41 |
| Equity: Large and Mid Cap | -2.51 | -3.28 | -3.19 | 3.75 | -3.56 | 0.75 | 14.97 | 9.11 | 14.34 | 14.76 |
| Equity: ELSS | -2.62 | -3.27 | -3.1 | 4.0 | -3.32 | 0.62 | 13.7 | 8.38 | 13.64 | 11.93 |
| Fund of Funds-Domestic-Gold and Silver | -0.06 | 2.14 | 13.86 | - | 2.43 | - | - | - | - | 16.91 |
| Fund of Funds-Domestic-Silver | -0.42 | -0.24 | 17.32 | 22.7 | 0.21 | - | - | - | - | 14.01 |
| Equity: Focused | -2.49 | -3.54 | -3.62 | 3.39 | -3.55 | -0.4 | 13.51 | 8.68 | 13.28 | 12.23 |
| Equity: Thematic-MNC | -0.58 | -1.61 | -2.81 | 0.54 | -1.66 | -0.56 | 12.3 | 5.94 | 14.18 | 16.32 |
| Equity: Thematic-International | 2.34 | 5.08 | 11.36 | 6.46 | 5.35 | -0.69 | 7.57 | 8.04 | 10.64 | 8.96 |
| Equity: Flexi Cap | -2.63 | -3.32 | -3.5 | 3.24 | -3.47 | -0.86 | 13.61 | 9.27 | 13.29 | 10.49 |
| Childrens Fund | -1.62 | -2.42 | -2.36 | 3.07 | -2.39 | -0.98 | 10.69 | 7.88 | 11.44 | 13.89 |
| Equity: Sectoral-Pharma and Healthcare | -0.97 | -1.94 | -3.69 | 1.71 | -1.47 | -2.82 | 18.92 | 11.67 | 13.83 | 12.95 |
| Fund of Funds-Overseas | 1.61 | 6.59 | 11.39 | 6.62 | 6.37 | -3.14 | 6.65 | 5.89 | 5.45 | 1.74 |
| Equity: Sectoral-Technology | 0.73 | 2.88 | 2.56 | 6.26 | 2.75 | -8.37 | 25.68 | 19.42 | 18.64 | 15.88 |
Mutual Fund Category Returns tool provides returns of each mutual fund category 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 period columns, you can find out which category gave the best return in the sorted period. If sorted, the order of categories change basis the highest returns to lowest returns generated by the respective categories in the chosen period. Very helpful tool to find how each mutual fund category returns vary differently in different time periods. This helps grow conviction as to why you should spread your investments across various mutual fund categories for portfolio diversification and asset allocation purposes based on your risk appetite and investment time horizon. The mutual fund category returns are shown in XIRR percentage terms.
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