Mutual Fund Category Returns 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 (%) |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund of Funds-Domestic-Silver | -1.94 | -12.66 | -13.99 | -24.1 | -5.39 | 88.37 | 39.48 | - | - | 30.79 |
| Fund of Funds-Domestic-Gold and Silver | -1.95 | -9.26 | -10.3 | -12.15 | 0.57 | 61.04 | 34.83 | - | - | 31.33 |
| Fund of Funds-Domestic-Gold | -1.94 | -6.32 | -7.22 | -1.72 | 4.42 | 41.86 | 31.43 | 22.2 | 14.74 | 15.96 |
| Fund of Funds-Overseas | -1.25 | -2.03 | 4.6 | 12.28 | 16.06 | 35.29 | 22.64 | 12.03 | 11.8 | 13.73 |
| Equity: Thematic-International | -1.26 | 1.05 | 6.81 | 9.03 | 13.58 | 27.61 | 16.66 | 9.75 | 12.54 | 11.16 |
| Equity: Thematic-Transportation | 0.15 | 3.41 | 6.14 | 3.46 | 1.34 | 12.75 | 19.12 | 18.63 | 12.01 | 16.57 |
| Equity: Sectoral-Pharma and Healthcare | -0.07 | 5.88 | 14.44 | 16.46 | 14.44 | 10.5 | 21.91 | 13.68 | 13.87 | 16.38 |
| Hybrid: Multi Asset Allocation | -0.26 | -0.02 | 0.58 | 0.48 | 1.49 | 10.05 | 14.64 | 13.6 | 12.72 | 11.44 |
| Equity: Thematic-Manufacturing | 0.03 | 1.26 | 6.76 | 11.89 | 8.85 | 9.02 | 20.92 | 17.91 | 15.88 | 11.1 |
| Equity: Thematic-Active-Momentum | -1.28 | 0.48 | 7.18 | 7.41 | 6.18 | 8.4 | 12.41 | - | - | 11.33 |
| Debt: Credit Risk | -0.01 | 0.83 | 2.29 | 4.43 | 5.05 | 7.9 | 8.96 | 9.26 | 6.4 | 6.88 |
| Equity: Thematic-Special-Opportunities | -0.93 | 1.26 | 8.34 | 7.26 | 5.34 | 6.88 | 18.76 | 14.41 | - | 8.73 |
| Equity: Thematic-Innovation | -0.11 | 3.82 | 9.19 | 8.17 | 5.45 | 6.73 | 17.74 | 13.43 | - | 13.17 |
| Equity: Thematic-Energy | -0.01 | -2.03 | -0.36 | 6.74 | 5.09 | 6.47 | 18.23 | 14.02 | 16.25 | 9.69 |
| Fund of Funds-Domestic-Hybrid | -0.25 | 0.53 | 1.54 | 1.15 | 1.38 | 6.37 | 12.62 | 11.28 | 10.94 | 10.43 |
| Debt: Liquid | 0.11 | 0.52 | 1.53 | 3.25 | 3.51 | 6.16 | 6.75 | 6.03 | 5.93 | 6.35 |
| Debt: Money Market | 0.08 | 0.63 | 1.47 | 3.16 | 3.27 | 5.95 | 6.97 | 6.19 | 6.32 | 6.28 |
| Debt: FMP | 0.1 | 0.49 | 1.46 | 2.99 | 3.22 | 5.87 | 6.6 | 6.07 | 6.09 | 7.23 |
| Hybrid: Arbitrage | 0.13 | 0.57 | 1.39 | 2.92 | 3.21 | 5.86 | 6.67 | 5.83 | 5.58 | 5.49 |
| Debt: Floater | 0.03 | 0.77 | 1.85 | 3.49 | 3.42 | 5.82 | 7.47 | 6.4 | 6.89 | 6.81 |
| Debt: Ultra Short Duration | 0.08 | 0.59 | 1.47 | 3.16 | 3.24 | 5.8 | 6.66 | 5.91 | 5.92 | 6.29 |
| Debt: Low Duration | 0.08 | 0.61 | 1.48 | 3.08 | 3.1 | 5.69 | 6.87 | 6.11 | 6.32 | 6.71 |
| Debt: Medium Duration | -0.06 | 0.9 | 2.03 | 3.33 | 3.34 | 5.54 | 7.31 | 6.59 | 6.46 | 7.05 |
| Fund of Funds-Income Plus Arbitrage | 0.01 | 0.7 | 1.68 | 3.09 | 3.07 | 5.36 | 8.42 | 7.39 | 7.74 | 5.92 |
| Equity: Mid Cap | -0.57 | 1.78 | 5.88 | 6.96 | 5.02 | 5.31 | 18.41 | 15.76 | 15.95 | 16.82 |
| Debt: Overnight | 0.1 | 0.42 | 1.26 | 2.49 | 2.77 | 5.24 | 6.05 | 5.55 | 5.32 | 5.04 |
| Equity: Sectoral-Banking and Financial Services | -0.12 | 3.01 | 3.91 | 0.82 | 1.26 | 5.18 | 13.38 | 12.14 | 12.54 | 12.01 |
| Fund of Funds-Domestic-Debt | -0.23 | 1.02 | 2.22 | 3.2 | 3.0 | 5.05 | 7.52 | 6.58 | 7.07 | 6.88 |
| Equity: Small Cap | -0.82 | 2.72 | 10.36 | 13.26 | 10.24 | 4.99 | 16.79 | 15.9 | 16.84 | 16.73 |
| Debt: Short Duration | -0.03 | 0.67 | 1.68 | 2.98 | 2.82 | 4.95 | 6.9 | 6.15 | 6.46 | 6.89 |
| Debt: Corporate Bond | -0.04 | 0.71 | 1.75 | 3.02 | 2.79 | 4.87 | 7.03 | 6.0 | 6.81 | 6.96 |
| Debt: Banking and PSU | -0.04 | 0.69 | 1.7 | 2.98 | 2.75 | 4.83 | 6.87 | 5.97 | 6.83 | 6.98 |
| Equity: Thematic-MNC | -0.09 | 1.39 | 5.23 | 5.2 | 3.44 | 4.48 | 8.52 | 8.96 | 9.62 | 13.07 |
| Hybrid: Equity Savings | 0.13 | 1.01 | 1.74 | 1.72 | 1.47 | 3.79 | 8.27 | 7.62 | 7.74 | 7.84 |
| Debt: Gilt Fund with 10 year constant duration | -0.31 | 1.28 | 2.71 | 3.15 | 2.93 | 3.75 | 7.07 | 5.84 | 7.41 | 7.38 |
| Equity: Thematic-PSU | -0.27 | -1.71 | -3.42 | 1.6 | 1.6 | 3.66 | 23.22 | 22.16 | 15.04 | 13.25 |
| Equity: Sectoral-Infrastructure | -0.74 | -0.56 | 3.18 | 9.43 | 6.37 | 3.57 | 18.95 | 18.82 | 15.67 | 12.58 |
| Debt: Dynamic Bond | -0.21 | 0.96 | 2.0 | 3.04 | 2.69 | 3.46 | 6.4 | 5.73 | 6.44 | 6.74 |
| Debt: Medium to Long Duration | -0.21 | 1.04 | 2.18 | 3.1 | 2.7 | 3.42 | 6.22 | 5.63 | 5.94 | 7.48 |
| Hybrid: Balanced | -0.12 | 1.67 | 3.5 | 2.76 | 1.76 | 3.36 | - | - | - | 10.62 |
| Equity: Multi Cap | -0.4 | 1.98 | 5.78 | 4.99 | 3.03 | 2.9 | 15.52 | 13.75 | 14.72 | 13.43 |
| Hybrid: Conservative | -0.01 | 0.86 | 1.59 | 1.9 | 1.43 | 2.85 | 7.56 | 7.53 | 7.23 | 8.43 |
| Equity: Thematic-Others | -0.09 | 1.25 | 2.96 | 1.6 | 0.37 | 2.62 | 15.75 | 13.11 | 13.55 | 8.53 |
| Debt: Gilt | -0.42 | 1.43 | 2.43 | 3.16 | 2.55 | 2.24 | 5.96 | 5.37 | 6.59 | 6.86 |
| Equity: Large and Mid Cap | -0.26 | 1.78 | 3.9 | 2.66 | 1.04 | 2.14 | 14.9 | 13.45 | 14.06 | 12.74 |
| Debt: Long Duration | -0.51 | 1.66 | 2.67 | 3.14 | 2.49 | 2.11 | 6.01 | 5.47 | 6.42 | 6.27 |
| Equity: Focused | -0.05 | 2.11 | 4.25 | 1.83 | 0.53 | 1.97 | 12.77 | 11.9 | 13.1 | 13.64 |
| Retirement Fund | -0.08 | 1.34 | 2.69 | 1.69 | 0.75 | 1.89 | 10.09 | 9.18 | 9.99 | 10.39 |
| Equity: Thematic-Business-Cycle | -0.34 | 1.86 | 4.62 | 3.39 | 1.85 | 1.8 | 13.92 | 15.73 | 13.01 | 10.14 |
| Equity: Thematic-Multi-Sector | -0.02 | 2.24 | 4.47 | 0.33 | -0.03 | 1.59 | - | - | - | -12.32 |
| Equity: Value | -0.03 | 1.25 | 2.59 | 1.09 | -0.18 | 1.56 | 14.29 | 13.48 | 13.55 | 14.48 |
| Hybrid: Dynamic Asset Allocation | 0.04 | 1.19 | 1.86 | 0.51 | -0.41 | 1.31 | 9.31 | 8.6 | 9.46 | 8.75 |
| Fund of Funds-Domestic-Equity | -0.48 | 0.6 | 2.37 | 1.5 | 0.57 | 1.29 | 13.29 | 13.33 | 13.96 | 8.57 |
| Childrens Fund | 0.02 | 1.68 | 3.5 | 1.87 | 0.41 | 1.23 | 10.44 | 10.17 | 10.08 | 11.88 |
| Equity: Flexi Cap | -0.09 | 1.92 | 3.76 | 1.58 | 0.17 | 1.21 | 12.75 | 11.65 | 13.41 | 12.29 |
| Hybrid: Aggressive | 0.01 | 1.42 | 2.32 | 0.89 | -0.43 | 1.17 | 11.23 | 10.51 | 11.31 | 12.0 |
| Equity: Dividend Yield | 0.06 | 0.67 | 1.11 | -0.65 | -1.38 | 0.68 | 14.03 | 13.89 | 13.87 | 11.85 |
| Equity: Thematic-Quantitative | -0.24 | 0.58 | 1.01 | -1.42 | -2.12 | 0.52 | 12.77 | 12.25 | 14.0 | 8.61 |
| SIF - Hybrid Long Short | 0.28 | 1.64 | 2.95 | 4.3 | 3.96 | - | - | - | - | 3.7 |
| SIF - Equity Long Short | 0.05 | 2.26 | 5.53 | 6.25 | 4.48 | - | - | - | - | 3.98 |
| Equity: Thematic-ESG | 0.28 | 2.18 | 3.83 | -0.36 | -1.49 | -0.53 | 10.89 | 9.79 | 11.71 | 11.43 |
| Equity: ELSS | -0.08 | 1.54 | 2.68 | 0.45 | -1.11 | -0.71 | 12.32 | 11.72 | 13.5 | 13.67 |
| Equity: Large Cap | 0.28 | 1.56 | 1.43 | -2.22 | -3.45 | -0.87 | 10.44 | 10.25 | 11.68 | 11.83 |
| Equity: Contra | -0.18 | 2.01 | 2.38 | -2.08 | -3.35 | -1.15 | 14.62 | 14.68 | 15.29 | 12.46 |
| Equity: Thematic-Consumption | -0.41 | 2.48 | 4.64 | 0.97 | -2.37 | -2.59 | 9.96 | 11.9 | 13.23 | 8.23 |
| Equity: Sectoral-Technology | 1.5 | 3.36 | 3.27 | -10.49 | -10.83 | -9.19 | 6.57 | 6.33 | 15.46 | 7.05 |
| Equity: Sectoral-FMCG | -0.82 | -0.71 | -1.46 | -6.1 | -11.81 | -15.51 | -2.67 | 6.91 | 9.06 | 14.62 |
Mutual Fund Category Returns tool provides returns of each mutual fund category across 1 week, 1 month, 3 month, 6 month, YTD (year till date), 1 year, 3 year, 5 year, 10 year and since launch periods. Using the sorting button provided in respective period columns, you can find out which category gave the best return in the sorted period. If sorted, the order of categories change basis the highest returns to lowest returns generated by the respective categories in the chosen period. Very helpful tool to find how each mutual fund category returns vary differently in different time periods. This helps grow conviction as to why you should spread your investments across various mutual fund categories for portfolio diversification and asset allocation purposes based on your risk appetite and investment time horizon. The mutual fund category returns are shown in XIRR percentage terms.
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