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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 3.25 2.13 -0.61 0.91 3.7 15.72 13.06 11.86 21.63 13.59
Debt: Gilt Fund with 10 year constant duration -0.46 -0.73 4.29 5.58 -1.04 8.16 8.46 9.59 7.69 7.92
Debt: FMP 0.14 0.7 2.08 3.87 0.42 7.73 6.47 7.03 6.98 7.43
Debt: Low Duration 0.15 0.8 2.24 3.71 0.45 7.05 7.23 7.57 7.27 7.2
Debt: Money Market 0.15 0.71 1.81 3.46 0.41 7.03 6.98 7.55 7.56 6.84
Debt: Floater 0.16 0.8 2.25 3.75 0.45 7.02 7.42 7.88 7.59 6.98
Debt: Ultra Short Duration 0.17 0.53 1.95 3.16 0.46 6.71 7.23 7.87 7.81 7.05
Debt: Banking and PSU 0.12 0.93 2.78 4.04 0.41 6.66 7.41 7.96 7.13 7.73
Debt: Liquid 0.13 0.58 1.78 3.19 0.37 6.44 6.67 7.28 7.05 6.6
Debt: Short Duration 0.12 0.85 2.44 3.59 0.42 6.31 7.21 7.92 7.74 7.49
Debt: Corporate Bond 0.12 1.03 2.91 3.75 0.5 6.08 7.02 7.71 7.02 7.12
Debt: Gilt -0.27 -0.37 3.31 4.5 -0.56 6.04 7.9 8.92 6.68 7.67
Debt: Overnight 0.12 0.52 1.55 3.07 0.34 6.0 6.18 6.9 6.85 3.76
Debt: Long Duration -0.44 -0.2 4.91 5.52 -0.76 5.94 8.25 8.84 7.13 8.49
Debt: Medium Duration 0.03 0.7 2.39 3.14 0.27 5.6 7.57 8.45 7.62 8.05
Hybrid: Arbitrage 0.11 0.49 1.29 2.61 0.31 5.56 6.07 6.71 7.02 6.16
Debt: Dynamic Bond -0.11 0.23 2.81 3.87 -0.11 5.55 7.34 8.26 7.11 7.17
Debt: Credit Risk 0.08 0.78 2.17 2.63 0.39 5.44 7.56 8.43 7.52 7.74
Debt: Medium to Long Duration -0.07 0.34 2.85 3.69 -0.12 4.64 6.68 7.7 6.96 8.01
Fund of Funds-Domestic 0.2 1.0 2.42 3.04 0.59 2.5 8.7 7.75 11.25 7.77
Hybrid: Conservative 0.06 0.34 2.62 1.57 0.06 1.15 7.45 8.41 8.36 8.09
Equity: Thematic-International 2.55 4.0 -3.34 -0.97 6.51 0.75 12.27 8.55 12.27 6.86
Hybrid: Equity Savings 0.13 -0.04 2.01 0.48 -0.07 0.64 7.74 7.59 7.68 5.28
Hybrid: Dynamic Asset Allocation 0.1 -0.08 2.53 0.46 -0.14 0.48 10.11 12.71 16.25 8.2
ETFs 0.44 0.39 4.12 1.95 0.46 0.19 13.37 7.71 12.22 8.55
Hybrid: Multi Asset Allocation 0.04 0.07 2.24 1.21 0.22 -0.57 9.49 9.96 12.33 9.73
Index Fund 0.66 -0.46 4.12 -0.76 -0.14 -0.62 14.33 12.34 14.38 10.89
Retirement Fund -0.14 -0.23 4.0 0.27 -0.39 -2.77 11.15 14.0 11.05 11.9
Equity: Large Cap 0.26 -0.67 4.21 -1.46 -0.48 -3.33 12.77 13.61 15.82 10.24
Equity: Sectoral-Pharma and Healthcare -0.94 0.25 -2.55 3.74 -0.02 -3.6 -1.35 9.55 20.22 6.2
Fund of Funds-Overseas 2.09 4.43 -5.59 -3.59 7.39 -3.75 11.27 3.31 7.77 4.74
Childrens Fund -0.03 -0.58 3.81 -1.5 -0.61 -3.87 10.71 13.15 14.13 10.25
Equity: Sectoral-Banking and Financial Services -0.6 0.7 9.22 -1.15 -0.07 -4.22 20.36 19.3 19.36 13.86
Equity: Thematic-Consumption -0.68 -1.35 6.8 -0.39 -1.39 -4.24 16.34 16.44 17.69 12.36
Hybrid: Aggressive 0.03 -0.45 3.29 -0.76 -0.38 -4.26 11.36 13.35 15.09 9.36
Equity: Thematic-MNC 0.01 -0.73 5.49 -0.21 -1.15 -5.31 11.25 19.57 23.45 17.87
Equity: Multi Cap -0.08 -0.66 4.21 -1.68 -0.62 -6.37 13.47 15.82 17.94 12.12
Equity: Contra -0.12 -0.35 3.06 -2.09 -0.83 -6.61 14.52 16.14 17.03 13.59
Equity: Focused -0.29 -0.77 3.88 -3.2 -0.75 -7.01 13.83 15.48 17.08 9.99
Close ended equity scheme 1.02 0.19 6.27 1.98 -0.48 -7.53 13.09 21.78 - 21.06
Equity: ELSS -0.08 -0.86 4.11 -2.0 -0.84 -7.83 13.59 15.84 17.31 12.67
Equity: Thematic-Others 0.12 -0.5 1.5 -2.75 -0.27 -8.47 11.46 13.31 17.16 10.47
Equity: Large and Mid Cap -0.27 -0.91 4.31 -1.72 -1.14 -9.04 13.71 16.3 17.2 14.06
Equity: Dividend Yield 0.41 -0.36 2.01 -2.23 -0.28 -9.42 13.65 13.63 16.55 11.54
Equity: Value -0.19 -1.12 2.23 -3.66 -1.27 -11.65 13.39 18.07 19.11 11.61
Equity: Mid Cap -0.64 -0.62 4.31 -3.21 -1.65 -12.92 12.83 19.6 21.85 13.75
Equity: Thematic-Energy 1.12 -2.25 -1.53 -4.05 -2.36 -16.53 16.14 19.97 16.69 10.38
Equity: Thematic-PSU -0.36 0.03 4.97 -2.38 -1.79 -19.1 7.09 10.29 - 2.59
Equity: Sectoral-Infrastructure -0.78 -0.82 4.2 -3.05 -1.86 -20.34 10.96 15.56 11.6 8.18
Equity: Small Cap -0.21 -0.24 2.25 -5.47 -1.17 -20.98 12.69 20.86 20.2 9.78

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