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 (%) |
|---|---|---|---|---|---|---|---|---|---|---|
| Debt: Gilt Fund with 10 year constant duration | 0.61 | 0.87 | 3.72 | 5.94 | 3.82 | 15.05 | 9.76 | 9.74 | 9.37 | 8.77 |
| Debt: Long Duration | 1.36 | 0.79 | 4.3 | 7.02 | 4.34 | 14.93 | 8.01 | 8.45 | 8.46 | 11.56 |
| Debt: Gilt | 0.93 | 0.94 | 3.48 | 5.36 | 3.6 | 12.82 | 7.55 | 8.26 | 8.68 | 8.11 |
| Debt: Banking and PSU | 2.18 | 0.01 | 2.08 | 4.5 | 2.04 | 9.6 | 7.71 | 8.0 | 7.82 | 7.71 |
| Debt: Dynamic Bond | 1.4 | 0.25 | 2.43 | 3.96 | 2.44 | 8.11 | 6.1 | 7.09 | 8.14 | 7.76 |
| Debt: Corporate Bond | 2.04 | -0.01 | 2.14 | 4.45 | 2.1 | 7.95 | 6.93 | 7.53 | 7.7 | 7.79 |
| Debt: Floater | 1.39 | 0.09 | 1.63 | 3.59 | 1.57 | 7.93 | 7.22 | 7.64 | 8.0 | 7.41 |
| Debt: Medium to Long Duration | 1.75 | 0.26 | 2.14 | 3.75 | 2.15 | 7.89 | 5.7 | 6.58 | 7.52 | 8.2 |
| Debt: Money Market | 0.74 | 0.38 | 1.35 | 2.96 | 1.3 | 7.04 | 6.96 | 7.29 | 7.92 | 6.87 |
| Debt: Ultra Short Duration | 0.68 | 0.33 | 1.21 | 2.77 | 1.15 | 6.57 | 6.48 | 7.13 | 7.93 | 6.64 |
| Hybrid: Arbitrage | 0.09 | 0.38 | 1.36 | 2.59 | 1.35 | 5.88 | 5.75 | 6.2 | 7.17 | 6.07 |
| Debt: Liquid | 0.23 | 0.45 | 1.27 | 2.57 | 1.24 | 5.71 | 6.42 | 6.75 | 7.42 | 6.92 |
| Debt: Overnight | 0.04 | 0.32 | 1.11 | 2.3 | 1.08 | 5.19 | 5.54 | 6.16 | 54.04 | 4.28 |
| Debt: Short Duration | 1.68 | -0.05 | 1.72 | 3.39 | 1.68 | 4.28 | 5.54 | 6.7 | 7.57 | 7.25 |
| Debt: Medium Duration | 1.85 | -1.95 | -0.03 | 1.42 | -0.07 | 2.86 | 4.97 | 6.46 | 7.7 | 7.15 |
| Fund of Funds-Domestic | 1.29 | -9.33 | -7.39 | -4.61 | -7.6 | 1.48 | 4.27 | 5.38 | 6.99 | 4.98 |
| Debt: Low Duration | 1.09 | -1.42 | -0.4 | 1.09 | -0.44 | -0.23 | 4.33 | 5.67 | 6.74 | 6.5 |
| Hybrid: Conservative | 0.66 | -6.4 | -5.69 | -3.46 | -5.62 | -2.14 | 2.83 | 4.79 | 7.03 | 7.74 |
| Debt: Credit Risk | 1.45 | -2.33 | -1.5 | -0.3 | -1.55 | -2.49 | 2.7 | 5.08 | 7.07 | 6.1 |
| Equity: Thematic-International | 7.79 | -12.39 | -17.13 | -8.95 | -16.79 | -4.24 | 5.89 | 4.38 | 7.01 | 6.94 |
| Equity: Sectoral-Pharma and Healthcare | -3.35 | -14.27 | -8.25 | -2.35 | -8.63 | -5.24 | -3.32 | -2.87 | 10.27 | 3.05 |
| Hybrid: Equity Savings | -0.67 | -11.22 | -11.44 | -9.18 | -11.31 | -7.56 | 0.83 | 3.69 | 5.91 | 2.27 |
| Fund of Funds-Overseas | 7.37 | -15.15 | -19.9 | -12.33 | -20.04 | -8.66 | 1.36 | 1.6 | 3.04 | 2.72 |
| Retirement Fund | -0.57 | -13.15 | -12.73 | -10.75 | -12.63 | -9.45 | 0.72 | 4.24 | 7.49 | 0.39 |
| Hybrid: Dynamic Asset Allocation | -0.84 | -14.43 | -14.2 | -11.53 | -13.98 | -9.75 | 0.87 | 3.14 | 7.74 | 2.27 |
| Hybrid: Multi Asset Allocation | -0.55 | -17.83 | -17.72 | -14.98 | -17.68 | -11.75 | -0.76 | 2.45 | 6.34 | 6.39 |
| ETFs | -0.55 | -20.19 | -22.19 | -19.01 | -21.15 | -14.67 | 1.08 | 5.48 | 7.63 | -4.74 |
| Equity: Sectoral-Technology | 3.34 | -20.96 | -18.17 | -15.64 | -17.75 | -15.57 | 7.23 | 3.71 | 9.83 | 10.14 |
| Childrens Fund | -1.52 | -20.45 | -20.76 | -17.38 | -20.54 | -16.05 | -1.05 | 2.23 | 7.2 | 5.41 |
| Equity: Thematic-MNC | -2.36 | -20.96 | -20.33 | -18.88 | -20.5 | -16.08 | 0.24 | 1.71 | 12.4 | 5.98 |
| Hybrid: Aggressive | -1.43 | -20.39 | -21.1 | -17.85 | -20.85 | -16.47 | -1.82 | 1.92 | 7.06 | 5.54 |
| Equity: Thematic-Consumption | -3.93 | -24.39 | -22.9 | -20.78 | -22.77 | -18.42 | -1.06 | 3.62 | 8.22 | 4.7 |
| Equity: Focused | -2.81 | -25.67 | -26.63 | -22.72 | -26.31 | -20.35 | -1.93 | 2.12 | 7.22 | 1.46 |
| Equity: Large Cap | -1.97 | -24.69 | -26.63 | -22.79 | -26.18 | -20.49 | -1.78 | 1.28 | 6.86 | 8.87 |
| Equity: Thematic-PSU | -3.79 | -24.81 | -24.45 | -21.67 | -24.87 | -21.86 | -10.18 | -1.03 | 3.87 | -9.62 |
| Equity: Multi Cap | -3.49 | -26.48 | -26.65 | -23.37 | -26.44 | -22.05 | -3.53 | 1.02 | 7.26 | 6.74 |
| Equity: Large and Mid Cap | -3.78 | -27.25 | -26.92 | -23.61 | -26.76 | -22.4 | -3.62 | 1.61 | 7.2 | 5.53 |
| Equity: ELSS | -3.17 | -26.36 | -27.13 | -23.74 | -26.92 | -23.05 | -3.23 | 1.17 | 7.43 | 7.28 |
| Equity: Mid Cap | -6.04 | -28.03 | -24.42 | -22.01 | -24.68 | -23.55 | -5.14 | 1.19 | 9.49 | 7.26 |
| Equity: Thematic-Others | -2.86 | -24.74 | -26.76 | -23.72 | -26.76 | -23.68 | -4.8 | - | 7.08 | -4.7 |
| Index Fund | -1.78 | -26.01 | -29.22 | -25.4 | -28.85 | -24.39 | -1.75 | 1.14 | 5.26 | -2.67 |
| Equity: Dividend Yield | -2.73 | -24.22 | -25.69 | -23.55 | -25.69 | -24.44 | -5.44 | 0.19 | 6.21 | 5.78 |
| Equity: Contra | -3.63 | -27.55 | -27.61 | -25.1 | -27.5 | -26.5 | -3.24 | 0.75 | 6.36 | 10.3 |
| Equity: Thematic-Energy | -5.62 | -26.88 | -30.22 | -26.66 | -30.44 | -28.49 | -8.82 | 2.0 | 3.35 | 4.13 |
| Equity: Sectoral-Banking and Financial Services | -4.09 | -33.91 | -36.77 | -31.15 | -36.29 | -28.67 | -3.5 | 2.33 | 7.79 | 5.09 |
| Equity: Small Cap | -6.05 | -30.81 | -26.73 | -25.79 | -27.26 | -29.69 | -9.37 | -0.36 | 7.64 | -1.7 |
| Equity: Value | -4.01 | -28.12 | -30.1 | -27.71 | -30.04 | -30.36 | -7.76 | -0.41 | 6.78 | 4.57 |
| Equity: Sectoral-Infrastructure | -6.3 | -30.2 | -30.79 | -30.35 | -31.16 | -31.91 | -9.55 | -2.85 | 1.41 | 4.07 |
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