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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-Technology -0.73 -2.91 -5.54 2.85 18.69 26.5 10.91 13.38 20.16 13.47
Equity: Thematic-International -1.22 -2.13 -1.95 1.02 6.1 8.42 10.09 8.53 11.95 8.88
Debt: FMP 0.18 0.66 1.75 3.63 6.33 7.04 7.12 7.79 7.89 7.96
Debt: Money Market 0.18 0.39 1.43 3.37 5.84 6.56 6.9 7.56 7.57 6.69
Debt: Liquid 0.14 0.6 1.37 3.06 5.74 6.52 6.64 7.32 6.98 6.48
Debt: Low Duration 0.2 0.66 1.56 3.56 5.78 6.33 7.2 7.69 7.31 7.17
Debt: Ultra Short Duration 0.18 0.66 1.22 3.1 5.48 6.07 7.06 7.85 7.67 6.64
Debt: Floater 0.17 0.61 1.51 3.53 5.57 5.99 7.21 7.86 7.57 6.87
Hybrid: Arbitrage 0.17 0.53 1.42 2.89 5.07 5.83 6.13 6.9 7.06 6.26
Debt: Overnight 0.12 0.52 1.52 3.0 5.14 5.8 6.2 6.97 6.93 1990.13
Debt: Banking and PSU 0.27 0.8 1.55 3.59 4.89 5.04 7.07 7.91 7.08 7.63
Equity: Sectoral-Pharma and Healthcare -1.16 -1.76 -1.41 5.91 -2.23 4.98 -2.15 11.41 20.32 8.07
Debt: Gilt Fund with 10 year constant duration -0.19 1.14 2.66 4.68 5.12 4.83 7.74 9.34 7.84 7.7
Debt: Short Duration 0.22 0.56 1.14 3.09 4.56 4.77 6.79 7.85 7.89 7.31
Debt: Credit Risk 0.22 0.59 0.46 2.45 4.1 4.42 7.39 8.55 7.62 7.55
Debt: Medium Duration 0.18 0.67 0.98 2.88 4.15 4.22 7.16 8.63 7.98 7.96
Debt: Corporate Bond 0.25 0.74 1.05 3.0 4.07 4.1 6.45 7.68 7.46 6.74
Index Fund 0.68 1.09 -6.22 -0.92 0.17 3.35 11.34 12.61 14.15 10.91
Debt: Dynamic Bond 0.16 0.84 1.54 3.28 3.53 3.27 6.6 8.31 7.59 7.34
Debt: Long Duration 0.34 2.01 2.83 4.25 3.65 3.06 6.82 8.73 8.15 7.01
Fund of Funds-Overseas -3.33 -4.92 -3.08 -4.57 0.47 2.79 8.14 2.78 8.07 4.98
Debt: Gilt 0.01 0.99 2.04 3.85 3.36 2.53 6.71 8.94 7.51 7.66
Fund of Funds-Domestic -0.27 -0.06 -0.33 0.03 1.4 2.37 7.54 7.31 11.48 7.63
ETFs 0.25 0.86 -3.53 0.02 0.06 2.28 10.21 7.67 12.05 8.94
Hybrid: Dynamic Asset Allocation 0.38 0.78 -2.55 -0.38 0.05 2.22 8.52 13.03 15.28 8.27
Debt: Medium to Long Duration 0.11 0.86 1.44 3.03 2.57 2.15 5.78 7.72 7.62 7.99
Hybrid: Equity Savings 0.31 0.7 -1.92 -0.09 0.16 1.79 6.93 7.87 8.09 5.7
Hybrid: Multi Asset Allocation -0.05 0.38 -2.62 -1.18 -0.75 1.27 7.49 9.55 12.28 9.42
Hybrid: Conservative 0.25 0.74 -1.13 0.61 -0.1 1.14 6.38 8.59 8.67 8.08
Equity: Thematic-Consumption 1.37 2.82 -8.19 -4.87 -6.29 0.41 12.48 16.49 17.16 13.53
Equity: Large Cap 0.68 1.37 -6.79 -2.67 -3.5 -0.01 9.66 13.86 15.45 11.41
Equity: Thematic-MNC 0.77 1.56 -7.05 -4.45 -8.46 -0.65 8.25 20.53 22.74 17.89
Retirement Fund 0.41 1.47 -3.58 -2.73 -3.81 -0.86 9.07 14.12 11.19 12.0
Hybrid: Aggressive 0.49 1.03 -4.92 -2.96 -4.55 -1.37 9.03 14.06 15.01 9.48
Equity: Contra 0.26 0.64 -7.18 -5.11 -6.66 -1.37 11.83 17.09 16.98 13.71
Childrens Fund 0.17 1.19 -5.79 -3.32 -5.06 -1.52 9.27 13.71 13.83 10.23
Equity: Multi Cap 0.58 1.38 -7.08 -4.13 -6.84 -2.57 10.35 16.49 17.82 12.34
Equity: Focused 0.36 1.18 -8.02 -4.49 -7.36 -2.73 10.77 16.13 16.38 9.85
Equity: Thematic-Others -0.46 0.34 -6.49 -5.94 -8.3 -3.18 8.97 14.41 17.15 10.55
Equity: ELSS 0.56 1.39 -7.07 -5.28 -8.27 -3.26 10.52 16.6 16.93 12.76
Equity: Sectoral-Banking and Financial Services 1.56 2.79 -9.8 -5.03 -5.73 -4.44 13.61 18.24 18.35 14.77
Equity: Dividend Yield -0.12 0.37 -7.08 -6.34 -8.89 -4.5 10.17 14.26 16.57 13.98
Equity: Large and Mid Cap 0.44 1.58 -7.41 -5.81 -9.53 -4.65 10.96 17.15 16.97 14.12
Equity: Value -0.09 0.76 -7.4 -7.1 -10.85 -5.89 10.64 18.91 18.85 12.72
Equity: Mid Cap -0.31 1.23 -8.85 -9.45 -14.66 -8.4 9.55 21.14 20.87 13.6
Equity: Thematic-Energy 0.02 0.7 -4.87 -7.9 -14.43 -10.93 24.77 22.5 17.55 11.41
Equity: Small Cap -0.73 -0.31 -10.13 -16.27 -21.35 -13.65 10.01 23.21 20.17 10.91
Equity: Sectoral-Infrastructure 0.49 2.81 -6.62 -12.48 -20.12 -14.07 8.06 16.45 11.45 8.36
Equity: Thematic-PSU -1.16 2.85 -6.6 -9.94 -21.8 -21.04 5.62 10.71 - 2.65

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