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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 -1.08 2.17 9.74 20.17 29.31 47.9 13.48 17.78 16.35 15.29
Equity: Thematic-International 1.48 3.85 6.19 9.84 13.06 19.7 12.9 10.43 9.86 10.32
Equity: Sectoral-Pharma and Healthcare -0.19 4.64 11.98 14.33 5.71 15.23 -0.97 14.52 17.55 11.05
Fund of Funds-Overseas 1.88 4.56 3.65 6.02 7.61 11.49 10.1 4.2 5.16 6.36
Index Fund -1.16 -2.03 4.47 10.63 5.5 10.01 12.45 13.68 10.14 12.27
ETFs -0.76 -1.0 3.3 7.99 3.58 7.76 10.85 8.0 8.98 10.96
Equity: Thematic-MNC -1.81 -2.67 1.57 5.09 -3.8 7.59 9.22 22.92 19.54 18.44
Debt: FMP 0.12 0.54 1.76 3.55 5.06 6.83 7.14 7.86 7.81 7.96
Equity: Contra -1.29 -2.93 1.28 5.09 -1.62 6.77 13.41 19.32 13.81 14.37
Debt: Money Market 0.07 0.49 1.67 3.39 4.86 6.58 7.03 7.69 7.63 7.25
Equity: Thematic-Consumption -1.23 -4.75 1.16 4.74 -2.23 6.48 14.36 17.93 13.91 15.82
Debt: Liquid -0.13 0.27 1.38 3.14 4.67 6.43 6.69 7.43 7.06 6.38
Debt: Ultra Short Duration 0.06 0.33 1.51 3.09 4.59 6.13 7.24 7.97 7.7 7.02
Debt: Low Duration 0.09 0.4 1.64 3.09 4.58 6.06 7.15 7.78 7.3 7.17
Debt: Floater 0.11 0.41 1.71 2.96 4.44 5.7 7.35 7.95 7.61 7.54
Hybrid: Arbitrage 0.1 0.37 1.2 2.66 4.0 5.65 6.01 6.95 7.11 6.15
Debt: Overnight 0.11 0.51 1.5 2.91 4.16 5.58 6.27 7.06 7.03 6.73
Equity: Large Cap -1.3 -2.85 2.84 7.58 1.43 4.9 10.76 15.15 12.05 12.62
Hybrid: Multi Asset Allocation -0.42 -0.36 1.85 4.09 1.9 4.53 8.18 10.55 10.93 9.95
Debt: Credit Risk -0.1 -0.2 1.17 2.02 3.42 4.52 7.83 8.62 7.64 7.66
Debt: Short Duration 0.05 0.08 1.37 2.18 3.46 4.23 6.99 7.86 7.93 7.29
Childrens Fund -0.9 -2.16 1.61 3.82 -0.76 4.2 10.97 15.35 11.7 11.04
Debt: Banking and PSU 0.16 0.14 1.47 2.14 3.43 4.19 7.11 7.9 7.07 7.6
Equity: Focused -1.45 -3.43 1.64 5.49 -2.07 3.98 12.59 18.08 12.67 11.26
Hybrid: Dynamic Asset Allocation -0.58 -1.2 1.7 4.37 1.99 3.98 8.88 13.92 12.37 8.98
Equity: Thematic-Others -0.62 -1.44 1.97 3.79 -2.53 3.85 10.55 16.74 14.77 12.99
Debt: Medium Duration 0.08 -0.13 1.22 1.91 3.0 3.57 7.37 8.38 7.86 7.98
Equity: Multi Cap -1.26 -2.9 2.16 5.44 -1.83 3.54 11.79 18.51 14.47 14.37
Hybrid: Equity Savings -0.36 -0.87 1.44 2.93 1.52 3.54 7.43 8.21 7.95 6.62
Fund of Funds-Domestic -0.1 0.73 1.29 3.1 2.54 3.45 7.64 7.73 10.02 8.08
Debt: Corporate Bond 0.06 -0.09 1.26 1.76 2.89 3.36 6.59 7.56 7.43 6.84
Hybrid: Aggressive -0.89 -2.15 1.6 3.6 -1.06 3.12 10.09 15.41 12.39 11.22
Equity: ELSS -1.37 -2.85 1.49 4.04 -3.38 3.04 11.94 18.62 13.39 14.04
Equity: Dividend Yield -1.03 -1.7 1.89 3.27 -2.94 2.63 12.45 16.22 13.82 14.97
Equity: Large and Mid Cap -1.29 -3.28 1.29 3.2 -4.68 1.88 12.58 19.27 13.5 15.53
Hybrid: Conservative -0.22 -0.77 1.03 1.56 0.26 1.88 6.77 8.82 8.22 8.23
Retirement Fund -0.66 -1.82 0.64 2.37 -1.58 1.65 10.07 14.88 10.15 13.04
Debt: Dynamic Bond 0.21 0.01 1.17 1.73 1.96 1.23 6.55 7.88 7.47 7.26
Equity: Value -0.65 -2.07 1.46 2.57 -4.91 1.16 13.17 21.61 15.55 14.83
Debt: Gilt Fund with 10 year constant duration 0.64 -0.46 0.76 1.77 1.93 1.14 7.21 8.88 7.65 7.41
Debt: Medium to Long Duration 0.24 -0.19 0.89 1.13 1.03 -0.02 5.85 7.09 7.56 7.85
Debt: Gilt 0.35 -0.06 1.0 1.85 1.24 -0.76 6.45 8.0 7.81 7.58
Debt: Long Duration 0.59 -0.53 0.72 0.82 0.79 -0.88 6.29 7.6 8.2 5.47
Equity: Mid Cap -1.29 -3.77 -0.62 -0.26 -9.21 -1.0 11.54 24.51 16.7 15.17
Equity: Sectoral-Banking and Financial Services -2.47 -7.41 -1.28 5.21 -2.32 -2.06 14.14 18.7 16.31 15.97
Equity: Small Cap -0.88 -3.15 -3.72 -6.43 -14.68 -2.59 13.93 27.2 16.55 13.57
Equity: Thematic-Energy 1.18 2.27 3.21 0.55 -8.04 -3.25 27.81 24.78 14.55 13.69
Equity: Sectoral-Infrastructure -0.73 -2.88 -2.18 -6.88 -16.24 -6.88 9.19 18.29 7.81 9.01
Equity: Thematic-PSU -0.91 -3.8 -3.19 -6.92 -18.83 -16.43 6.82 11.21 - 3.14

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