Mutual Fund Category 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 (%) |
|---|---|---|---|---|---|---|---|---|---|---|
| Equity: Sectoral-Banking and Financial Services | -0.77 | -0.51 | 8.65 | 12.37 | -0.49 | 20.17 | 15.87 | 9.76 | 14.29 | 14.7 |
| Equity: Thematic-International | -0.56 | 2.18 | 9.48 | 12.41 | 1.74 | 20.14 | 12.19 | 8.39 | 8.07 | 10.31 |
| Fund of Funds-Overseas | -0.37 | 2.04 | 8.35 | 9.86 | 0.72 | 18.2 | 8.52 | 6.48 | 5.25 | 6.32 |
| Equity: Focused | 0.12 | 2.45 | 6.7 | 12.25 | 2.34 | 16.43 | 12.14 | 8.23 | 11.0 | 11.86 |
| Equity: Large and Mid Cap | 0.53 | 4.34 | 8.2 | 13.78 | 3.82 | 15.24 | 11.12 | 8.32 | 11.29 | 13.41 |
| Equity: Thematic-PSU | 0.32 | 3.96 | 4.12 | 8.07 | 2.79 | 14.72 | 0.97 | 3.44 | 6.72 | 2.27 |
| Equity: Multi Cap | 0.11 | 2.85 | 6.46 | 11.91 | 2.68 | 13.98 | 11.12 | 7.67 | 11.72 | 13.56 |
| Equity: Large Cap | -0.25 | 1.34 | 5.55 | 9.83 | 1.55 | 13.97 | 11.79 | 7.4 | 10.86 | 12.67 |
| Equity: Thematic-Consumption | 0.4 | 4.73 | 4.61 | 16.91 | 4.31 | 13.89 | 13.75 | 9.69 | 13.17 | 13.66 |
| Debt: Gilt Fund with 10 year constant duration | 0.44 | 0.82 | 1.83 | 2.53 | 0.58 | 13.86 | 8.61 | 9.24 | 9.09 | 8.55 |
| Equity: Mid Cap | 1.3 | 7.98 | 10.27 | 16.27 | 6.32 | 13.01 | 9.38 | 8.26 | 14.06 | 13.52 |
| Equity: ELSS | 0.01 | 2.85 | 6.53 | 11.44 | 2.58 | 12.96 | 11.07 | 7.91 | 11.76 | 12.88 |
| Debt: Long Duration | 0.48 | 0.61 | 1.87 | 1.57 | 0.42 | 12.79 | 6.97 | 7.85 | 8.09 | 10.83 |
| Fund of Funds-Domestic | 0.3 | 2.47 | 4.26 | 8.19 | 1.76 | 12.71 | 7.98 | 6.8 | 8.68 | 8.29 |
| ETFs | -0.28 | 1.58 | 5.27 | 8.72 | 1.28 | 12.37 | 10.83 | 7.9 | 9.5 | 8.09 |
| Childrens Fund | 0.02 | 2.14 | 5.61 | 10.35 | 2.1 | 12.25 | 9.37 | 7.21 | 10.21 | 10.62 |
| Index Fund | -0.42 | 1.28 | 5.96 | 9.31 | 1.47 | 12.21 | 12.65 | 7.16 | 9.44 | 10.54 |
| Equity: Thematic-Energy | -0.77 | 2.69 | 5.0 | 10.58 | 1.49 | 12.01 | 5.07 | 11.96 | 9.59 | 10.93 |
| Hybrid: Multi Asset Allocation | 0.19 | 2.24 | 4.81 | 8.22 | 1.71 | 11.96 | 7.54 | 6.4 | 9.4 | 10.31 |
| Debt: Gilt | 0.36 | 0.55 | 1.31 | 1.87 | 0.38 | 11.63 | 6.2 | 7.63 | 8.33 | 7.96 |
| Equity: Sectoral-Infrastructure | 0.71 | 7.02 | 7.39 | 7.46 | 5.51 | 11.4 | 6.28 | 4.67 | 6.26 | 8.31 |
| Hybrid: Aggressive | 0.01 | 2.03 | 5.22 | 9.3 | 1.91 | 11.31 | 8.6 | 6.87 | 10.23 | 11.26 |
| Equity: Sectoral-Technology | 1.46 | 5.57 | 13.69 | 9.08 | 6.3 | 11.3 | 18.06 | 8.92 | 13.39 | 13.3 |
| Equity: Thematic-Others | -0.02 | 3.67 | 5.88 | 10.97 | 3.22 | 10.83 | 8.01 | 6.35 | 10.91 | 10.68 |
| Equity: Contra | 0.43 | 4.28 | 7.68 | 10.57 | 3.79 | 10.62 | 11.59 | 7.68 | 10.42 | 13.3 |
| Equity: Small Cap | 0.84 | 9.51 | 10.52 | 13.89 | 7.69 | 10.37 | 7.55 | 8.12 | 12.94 | 12.53 |
| Debt: Banking and PSU | 0.29 | 0.77 | 1.98 | 4.27 | 0.67 | 10.1 | 7.37 | 7.98 | 7.78 | 7.62 |
| Hybrid: Dynamic Asset Allocation | 0.04 | 1.16 | 3.58 | 6.77 | 1.17 | 8.91 | 8.31 | 6.48 | 10.21 | 8.81 |
| Equity: Dividend Yield | -0.05 | 4.25 | 6.5 | 9.53 | 3.51 | 8.84 | 8.19 | 5.76 | 10.02 | 12.79 |
| Retirement Fund | 0.14 | 1.63 | 3.94 | 5.59 | 1.49 | 8.73 | 7.94 | 8.02 | 8.4 | 8.01 |
| Debt: Floater | 0.18 | 0.63 | 1.75 | 3.85 | 0.53 | 8.41 | 7.2 | 7.71 | 7.99 | 7.28 |
| Debt: Corporate Bond | 0.29 | 0.79 | 1.97 | 4.28 | 0.69 | 8.38 | 6.51 | 7.39 | 7.62 | 7.78 |
| Hybrid: Equity Savings | 0.01 | 1.22 | 3.18 | 5.26 | 1.14 | 8.22 | 6.53 | 6.38 | 7.3 | 6.84 |
| Debt: Dynamic Bond | 0.33 | 0.49 | 1.1 | 2.16 | 0.34 | 7.82 | 5.31 | 6.83 | 7.97 | 7.62 |
| Debt: Medium to Long Duration | 0.3 | 0.35 | 0.87 | 1.81 | 0.1 | 7.72 | 4.73 | 6.21 | 7.34 | 8.17 |
| Equity: Thematic-MNC | 0.47 | 3.24 | 3.78 | 12.89 | 2.86 | 7.68 | 10.61 | 7.46 | 15.63 | 14.3 |
| Equity: Value | - | 3.72 | 7.04 | 8.29 | 3.19 | 7.58 | 7.87 | 7.08 | 11.43 | 11.86 |
| Equity: Sectoral-Pharma and Healthcare | 0.15 | 5.31 | 9.8 | 13.68 | 4.4 | 7.49 | 1.96 | 1.92 | 12.92 | 10.14 |
| Debt: Money Market | 0.11 | 0.46 | 1.4 | 3.36 | 0.36 | 7.46 | 7.0 | 7.36 | 7.85 | 7.07 |
| Debt: Ultra Short Duration | 0.13 | 0.36 | 1.26 | 3.31 | 0.27 | 6.98 | 6.53 | 7.23 | 7.92 | 6.77 |
| Hybrid: Conservative | 0.16 | 0.67 | 2.16 | 4.33 | 0.58 | 6.6 | 5.41 | 6.14 | 7.85 | 8.36 |
| Debt: Liquid | 0.1 | 0.41 | 1.24 | 2.65 | 0.34 | 6.04 | 6.4 | 6.88 | 7.37 | 6.91 |
| Hybrid: Arbitrage | 0.14 | 0.47 | 1.17 | 2.52 | 0.43 | 5.82 | 5.78 | 6.31 | 7.12 | 6.22 |
| Debt: Overnight | 0.09 | 0.39 | 1.18 | 2.46 | 0.33 | 5.43 | 5.57 | 6.27 | 54.02 | 3.94 |
| Debt: Medium Duration | 0.34 | 0.47 | 1.08 | 2.55 | 0.33 | 4.58 | 5.28 | 6.68 | 7.63 | 7.51 |
| Debt: Short Duration | 0.27 | 0.56 | 1.27 | 2.97 | 0.47 | 4.53 | 5.32 | 6.66 | 7.47 | 7.25 |
| Debt: Low Duration | 0.21 | 0.43 | 1.1 | 2.59 | 0.35 | 1.57 | 4.94 | 6.05 | 6.92 | 6.72 |
| Debt: Credit Risk | 0.22 | -0.06 | 0.56 | 1.36 | -0.12 | -0.08 | 3.45 | 6.3 | 7.25 | 6.49 |
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