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-Pharma and Healthcare | 3.06 | 6.99 | 9.85 | 31.09 | 59.32 | 60.09 | 17.82 | 7.95 | 14.4 | 23.9 |
| Equity: Sectoral-Technology | 2.18 | 7.46 | 18.47 | 52.91 | 44.01 | 48.3 | 25.04 | 16.32 | 14.98 | 15.15 |
| Equity: Small Cap | 3.99 | 13.94 | 15.87 | 47.12 | 24.23 | 26.12 | 0.73 | 9.16 | 12.07 | 14.87 |
| Equity: Mid Cap | 3.6 | 12.73 | 14.73 | 37.23 | 19.59 | 21.25 | 4.43 | 10.21 | 12.24 | 16.22 |
| Equity: Thematic-Energy | 4.13 | 19.18 | 13.56 | 36.06 | 16.68 | 19.6 | 3.36 | 14.3 | 8.62 | 12.09 |
| Fund of Funds-Overseas | 0.93 | 11.27 | 7.74 | 18.83 | 13.72 | 18.61 | 9.94 | 10.02 | 5.95 | 9.21 |
| Equity: Thematic-International | 0.77 | 11.64 | 8.8 | 19.38 | 16.09 | 18.57 | 13.23 | 11.94 | 9.79 | 10.51 |
| Equity: Contra | 3.01 | 13.21 | 15.25 | 36.27 | 15.42 | 16.32 | 6.39 | 11.26 | 10.15 | 13.29 |
| Equity: Thematic-Others | 2.98 | 12.79 | 12.55 | 30.67 | 14.32 | 16.25 | 4.37 | 8.69 | 9.89 | 12.55 |
| Equity: Dividend Yield | 3.28 | 12.45 | 12.18 | 30.74 | 13.47 | 15.36 | 3.54 | 9.02 | 8.53 | 13.01 |
| Equity: Thematic-MNC | 2.17 | 9.64 | 7.97 | 22.64 | 12.58 | 13.22 | 4.17 | 7.92 | 13.81 | 16.69 |
| Fund of Funds-Domestic | 1.14 | 4.32 | 4.61 | 14.25 | 11.66 | 13.18 | 8.62 | 9.17 | 7.96 | 9.35 |
| Debt: Gilt Fund with 10 year constant duration | -0.18 | 0.56 | 1.8 | 3.4 | 11.99 | 12.26 | 11.01 | 10.34 | 9.89 | 8.94 |
| Equity: Large and Mid Cap | 2.5 | 11.63 | 13.24 | 31.44 | 10.83 | 11.9 | 4.89 | 10.47 | 10.59 | 13.75 |
| Equity: Thematic-Consumption | 3.15 | 11.2 | 10.2 | 25.38 | 11.32 | 11.83 | 5.96 | 11.3 | 10.62 | 11.97 |
| Debt: Long Duration | -0.1 | 0.77 | 1.51 | 3.44 | 11.19 | 11.69 | 9.3 | 9.21 | 8.93 | 10.7 |
| Equity: Value | 2.66 | 12.34 | 14.18 | 33.9 | 10.3 | 11.42 | 1.94 | 8.59 | 10.33 | 11.81 |
| Equity: Multi Cap | 2.09 | 11.39 | 13.16 | 29.77 | 9.75 | 11.2 | 6.1 | 10.02 | 10.19 | 13.5 |
| Equity: ELSS | 2.0 | 10.95 | 13.08 | 30.66 | 9.84 | 11.13 | 5.02 | 10.03 | 10.34 | 12.94 |
| Equity: Focused | 2.06 | 11.2 | 12.92 | 28.87 | 9.61 | 11.12 | 6.12 | 10.79 | 9.75 | 11.81 |
| Debt: Gilt | -0.14 | 0.65 | 1.56 | 3.1 | 10.67 | 10.78 | 8.88 | 8.98 | 9.1 | 8.21 |
| Childrens Fund | 1.45 | 9.11 | 10.56 | 23.4 | 9.73 | 10.76 | 6.03 | 9.15 | 9.52 | 10.7 |
| Hybrid: Dynamic Asset Allocation | 0.82 | 5.38 | 6.63 | 16.07 | 9.91 | 10.61 | 6.11 | 8.17 | 9.22 | 9.5 |
| ETFs | 1.59 | 9.8 | 11.63 | 25.37 | 8.94 | 10.37 | 8.08 | 12.12 | 7.72 | 9.65 |
| Index Fund | 2.05 | 12.17 | 13.96 | 30.77 | 9.04 | 10.26 | 8.38 | 10.93 | 8.47 | 13.22 |
| Hybrid: Aggressive | 1.4 | 8.83 | 10.73 | 24.36 | 9.25 | 10.26 | 5.8 | 8.98 | 9.29 | 11.31 |
| Debt: Corporate Bond | -0.08 | 0.68 | 1.94 | 4.79 | 9.68 | 9.77 | 7.79 | 7.86 | 8.23 | 7.8 |
| Debt: Medium to Long Duration | -0.12 | 0.54 | 1.58 | 4.41 | 9.7 | 9.73 | 7.03 | 7.38 | 8.0 | 8.26 |
| Hybrid: Multi Asset Allocation | 1.44 | 6.27 | 7.11 | 21.49 | 8.73 | 9.51 | 6.49 | 8.07 | 8.82 | 9.97 |
| Debt: Banking and PSU | -0.09 | 0.62 | 1.7 | 4.56 | 9.39 | 9.43 | 8.6 | 8.36 | 8.2 | 7.59 |
| Equity: Large Cap | 1.4 | 10.36 | 12.79 | 27.76 | 7.65 | 8.95 | 7.14 | 9.97 | 9.39 | 12.51 |
| Debt: Floater | -0.04 | 0.68 | 1.8 | 4.71 | 8.48 | 8.81 | 7.94 | 7.88 | 8.36 | 7.16 |
| Debt: Dynamic Bond | -0.11 | 0.59 | 1.66 | 3.73 | 8.58 | 8.66 | 6.93 | 7.41 | 8.41 | 7.77 |
| Retirement Fund | 0.85 | 5.86 | 6.85 | 15.72 | 8.18 | 8.22 | 4.87 | 8.37 | 8.48 | 9.11 |
| Debt: Short Duration | -0.06 | 0.69 | 1.87 | 4.96 | 8.17 | 8.2 | 6.42 | 7.0 | 8.03 | 7.52 |
| Hybrid: Conservative | 0.34 | 3.05 | 4.34 | 9.8 | 7.61 | 7.96 | 5.01 | 6.96 | 7.92 | 8.34 |
| Hybrid: Equity Savings | 0.71 | 4.42 | 5.55 | 12.9 | 6.82 | 7.43 | 5.1 | 6.77 | 7.33 | 7.09 |
| Debt: Money Market | 0.03 | 0.27 | 0.91 | 2.19 | 5.32 | 5.68 | 6.89 | 7.01 | 8.0 | 6.97 |
| Debt: Medium Duration | -0.08 | 0.96 | 2.48 | 4.88 | 5.41 | 5.47 | 5.0 | 6.44 | 7.89 | 6.85 |
| Debt: Ultra Short Duration | 0.03 | 0.31 | 1.03 | 2.37 | 5.01 | 5.38 | 6.42 | 6.84 | 7.99 | 6.63 |
| Debt: Low Duration | 0.05 | 0.45 | 1.38 | 5.59 | 5.1 | 5.29 | 4.55 | 5.7 | 6.95 | 6.61 |
| Debt: Liquid | 0.04 | 0.23 | 0.75 | 1.57 | 3.74 | 4.12 | 5.83 | 6.27 | 7.37 | 6.75 |
| Equity: Sectoral-Infrastructure | 3.93 | 15.53 | 12.66 | 29.57 | 3.68 | 4.11 | -3.42 | 5.53 | 4.79 | 7.14 |
| Hybrid: Arbitrage | -0.05 | 0.03 | 0.69 | 1.2 | 3.38 | 3.6 | 5.07 | 5.61 | 6.96 | 5.42 |
| Debt: Overnight | 0.05 | 0.22 | 0.72 | 1.47 | 3.08 | 3.45 | 4.91 | 5.5 | 6.92 | 4.36 |
| Debt: Credit Risk | 0.05 | 0.82 | 2.6 | 5.33 | 0.03 | 0.22 | 1.49 | 4.08 | 7.57 | 5.56 |
| Equity: Thematic-PSU | 4.04 | 15.26 | 6.86 | 16.33 | -3.19 | -2.39 | -5.23 | 4.03 | 1.93 | 0.08 |
| Equity: Sectoral-Banking and Financial Services | 0.28 | 13.9 | 21.79 | 37.31 | -6.1 | -4.19 | 4.14 | 11.33 | 8.88 | 11.93 |
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