UTI Buddy New August 728X90

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 -1.53 2.13 14.16 3.21 15.89 21.41 16.22 10.79 13.49 14.61
Equity: Thematic-International -0.59 1.25 5.72 12.8 21.22 15.69 11.86 7.28 7.24 9.17
Fund of Funds-Overseas -0.07 1.41 3.39 11.67 20.58 14.78 8.74 5.26 4.95 5.8
Equity: Focused -1.25 -0.54 9.45 2.15 9.59 13.48 12.07 8.2 10.76 11.09
Equity: Large Cap -1.19 -0.72 8.48 1.68 9.24 12.39 11.99 7.55 10.32 12.4
Equity: Thematic-PSU -2.9 -4.65 7.91 -1.73 5.92 12.0 1.02 5.77 5.95 3.15
Debt: Gilt Fund with 10 year constant duration -1.18 -0.57 -0.07 4.65 10.7 11.83 7.73 9.31 8.91 8.44
Fund of Funds-Domestic -0.4 -0.08 2.72 5.88 9.56 11.28 7.59 6.92 8.48 8.2
Debt: Long Duration -1.08 -0.48 -0.41 3.55 9.94 11.16 5.71 8.05 7.94 10.69
Index Fund -1.51 -0.74 8.45 1.18 8.02 11.15 13.36 7.2 8.96 9.65
ETFs -1.54 -0.9 6.06 2.0 7.91 10.99 10.73 7.63 8.65 7.15
Equity: Multi Cap -1.13 -0.48 8.61 1.66 7.51 10.69 10.81 7.46 11.28 12.74
Equity: Large and Mid Cap -1.14 0.18 9.41 1.95 6.88 10.61 10.78 8.01 10.77 13.35
Debt: Gilt -0.91 -0.37 -0.04 3.96 9.62 10.43 5.16 8.02 8.26 7.93
Childrens Fund -0.73 0.11 7.41 2.36 7.31 10.06 8.84 6.94 10.05 10.07
Debt: Banking and PSU -0.3 0.41 1.78 4.74 9.32 9.96 7.07 8.01 7.63 7.53
Equity: Thematic-Consumption -1.32 -1.52 10.43 4.0 5.5 9.96 13.72 9.37 12.76 11.94
Hybrid: Multi Asset Allocation -0.98 -0.65 4.62 3.25 7.38 9.8 6.97 6.31 9.07 10.11
Equity: ELSS -1.29 -0.66 8.59 0.76 6.1 9.56 10.93 7.65 11.06 12.09
Hybrid: Aggressive -0.9 -0.16 6.83 2.1 6.65 9.06 8.44 6.93 9.98 10.59
Debt: Floater 0.01 0.55 1.86 4.04 8.02 8.6 7.12 7.76 7.95 7.24
Debt: Money Market 0.06 0.48 1.67 3.75 7.28 7.89 7.04 7.45 16.4 7.05
Hybrid: Dynamic Asset Allocation -0.63 -0.19 5.04 2.32 6.09 7.79 8.43 6.54 9.95 8.59
Debt: Dynamic Bond -0.57 -0.2 0.39 3.26 6.59 7.29 4.59 7.16 7.92 7.6
Debt: Ultra Short Duration 0.07 0.49 1.59 4.06 6.92 7.18 6.59 7.35 9.56 6.93
Debt: Medium to Long Duration -0.71 0.02 0.16 3.38 6.47 7.13 3.93 6.56 7.3 8.18
Retirement Fund -0.9 -0.24 4.18 1.24 5.0 6.91 7.74 8.23 8.29 7.84
Equity: Contra -1.48 -0.3 7.15 -1.5 3.4 6.86 10.94 7.38 10.03 13.01
Hybrid: Equity Savings -0.54 -0.07 3.6 1.84 5.76 6.74 6.36 6.29 7.21 6.36
Equity: Thematic-Others -1.51 -1.63 6.73 -0.41 4.09 6.43 7.61 5.81 10.57 8.3
Debt: Liquid 0.08 0.41 1.29 2.84 5.85 6.36 6.47 6.98 9.93 6.91
Debt: Corporate Bond -0.23 0.46 1.82 4.26 5.59 6.25 5.06 6.68 7.08 7.51
Hybrid: Conservative -0.59 0.08 2.79 1.92 4.98 6.13 5.03 6.37 7.75 8.34
Equity: Sectoral-Technology 1.04 0.32 -3.25 -0.01 6.95 6.12 15.86 7.92 13.32 12.59
Equity: Thematic-Energy -2.71 -3.5 9.2 -2.71 3.03 6.01 5.83 10.55 9.35 10.02
Equity: Thematic-MNC -0.94 -1.76 7.68 3.6 2.03 5.94 10.16 8.03 15.49 12.99
Hybrid: Arbitrage 0.08 0.39 1.31 2.8 5.63 5.81 5.75 6.41 7.1 6.21
Equity: Mid Cap -1.46 0.29 8.59 -0.76 1.32 5.76 7.91 7.42 13.57 12.73
Debt: Overnight 0.09 0.39 1.21 2.57 5.18 5.61 5.63 6.39 7.04 3.75
Debt: Short Duration -0.24 0.36 1.25 3.54 4.23 4.87 5.17 6.79 7.47 7.23
Debt: Medium Duration -0.38 -0.07 0.88 3.24 4.09 4.59 4.97 6.9 7.53 7.53
Equity: Sectoral-Infrastructure -2.25 -1.84 5.64 -7.22 -0.23 4.37 5.73 3.97 5.69 7.72
Equity: Sectoral-Pharma and Healthcare -1.32 1.28 4.77 6.61 2.66 4.08 -1.43 1.02 12.24 7.12
Equity: Dividend Yield -1.31 -2.05 4.02 -0.99 1.58 3.24 7.89 4.93 9.52 11.58
Equity: Value -1.87 -1.08 6.05 -3.39 -0.13 3.0 7.59 6.67 10.83 10.96
Debt: Low Duration -0.08 0.28 1.3 3.44 1.49 2.08 4.97 6.15 8.95 6.75
Equity: Small Cap -1.4 -1.03 6.17 -5.22 -2.35 1.03 5.88 7.21 12.3 8.87
Debt: Credit Risk -0.06 0.25 0.72 -0.2 0.16 0.52 3.63 6.63 7.21 6.58

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