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-Gold | 3.21 | 2.52 | 12.8 | 27.05 | 27.22 | 33.91 | 22.2 | 14.27 | 12.28 | 15.43 |
| Fund of Funds-Domestic-Gold and Silver | 3.32 | 4.86 | 10.06 | 20.99 | 23.39 | 25.03 | - | - | - | 25.4 |
| Equity: Sectoral-Pharma and Healthcare | 0.62 | 1.7 | 8.8 | -4.2 | -5.47 | 19.88 | 23.95 | 21.47 | 12.86 | 17.15 |
| Equity: Sectoral-Technology | 1.01 | 6.85 | 8.42 | -8.67 | -7.59 | 17.68 | 15.1 | 27.03 | 16.99 | 11.07 |
| Equity: Sectoral-Banking and Financial Services | 0.33 | 2.75 | 15.69 | 3.86 | 8.55 | 17.33 | 20.27 | 23.19 | 13.08 | 15.92 |
| Fund of Funds-Domestic-Silver | 6.36 | 9.88 | 7.84 | 13.5 | 19.82 | 15.36 | 16.71 | - | - | 15.88 |
| Fund of Funds-Overseas | 1.61 | 7.54 | 5.02 | 5.06 | 7.33 | 15.24 | 13.51 | 10.96 | 7.44 | 9.48 |
| Fund of Funds-Domestic-Hybrid | 0.39 | 2.62 | 9.45 | 3.33 | 4.86 | 13.58 | 15.89 | 16.98 | 11.45 | 11.78 |
| Equity: Thematic-International | 1.35 | 6.11 | 2.99 | 2.23 | 5.16 | 13.55 | 10.92 | 9.71 | 8.36 | 10.02 |
| Equity: Small Cap | 1.54 | 8.6 | 16.6 | -6.21 | -4.1 | 12.38 | 23.59 | 33.89 | 17.53 | 18.29 |
| Fund of Funds-Domestic-Equity | 0.5 | 3.96 | 10.24 | -1.87 | 0.97 | 12.01 | 18.29 | 21.89 | 14.61 | 10.47 |
| Debt: Gilt Fund with 10 year constant duration | 0.05 | 0.94 | 5.08 | 6.3 | 6.33 | 11.99 | 9.35 | 5.97 | 8.24 | 8.0 |
| Equity: Mid Cap | 1.37 | 6.54 | 15.42 | -2.92 | -1.28 | 11.82 | 24.42 | 29.23 | 16.2 | 18.89 |
| Debt: Credit Risk | 0.18 | 0.95 | 4.84 | 6.95 | 6.7 | 11.66 | 8.52 | 9.55 | 6.59 | 6.8 |
| Equity: Large and Mid Cap | 0.79 | 4.64 | 13.83 | -2.45 | 0.37 | 11.48 | 21.22 | 25.09 | 14.63 | 14.95 |
| Equity: Contra | 0.41 | 3.26 | 11.98 | -3.07 | 0.14 | 11.4 | 23.3 | 28.31 | 15.92 | 15.55 |
| Childrens Fund | 0.49 | 3.5 | 10.81 | -1.57 | 0.69 | 11.39 | 15.48 | 17.52 | 11.69 | 12.97 |
| Hybrid: Multi Asset Allocation | 0.63 | 2.74 | 9.05 | 2.5 | 5.02 | 11.1 | 16.03 | 20.07 | 12.48 | 12.55 |
| Equity: Thematic-Others | 0.88 | 5.94 | 15.87 | -1.75 | 0.94 | 10.83 | 20.26 | 25.95 | 13.81 | 13.04 |
| Hybrid: Balanced | 0.3 | 2.19 | 7.38 | 0.84 | 2.38 | 10.82 | - | - | - | 15.42 |
| Equity: Multi Cap | 0.76 | 5.13 | 13.47 | -3.26 | -0.76 | 10.76 | 22.04 | 26.44 | 15.12 | 15.85 |
| Hybrid: Aggressive | 0.4 | 2.85 | 10.62 | -0.41 | 2.01 | 10.71 | 16.46 | 19.56 | 11.87 | 13.19 |
| Debt: Long Duration | -0.19 | -0.04 | 4.93 | 4.95 | 5.18 | 10.66 | 8.92 | 5.61 | 7.27 | 8.64 |
| Debt: Gilt | -0.16 | 0.16 | 4.86 | 5.14 | 5.32 | 10.41 | 8.3 | 5.9 | 7.62 | 7.39 |
| Debt: Dynamic Bond | -0.07 | 0.56 | 4.62 | 5.23 | 5.32 | 10.39 | 8.1 | 6.32 | 7.2 | 7.12 |
| Debt: Medium Duration | 0.08 | 0.96 | 3.82 | 5.32 | 5.16 | 10.24 | 8.26 | 7.21 | 6.88 | 7.17 |
| Debt: Medium to Long Duration | -0.07 | 0.66 | 4.34 | 5.23 | 5.24 | 10.19 | 8.0 | 6.05 | 6.64 | 7.74 |
| Equity: Focused | 0.33 | 3.42 | 12.01 | -2.69 | 0.84 | 10.18 | 18.29 | 21.7 | 13.52 | 15.57 |
| Fund of Funds-Domestic-Debt | 0.09 | 1.29 | 5.1 | 4.51 | 4.96 | 10.16 | 11.76 | 15.89 | 7.87 | 7.89 |
| Retirement Fund | 0.56 | 2.79 | 9.6 | 0.55 | 2.65 | 10.14 | 14.29 | 14.61 | 10.15 | 12.15 |
| Debt: Corporate Bond | 0.08 | 1.05 | 3.97 | 5.24 | 5.05 | 10.02 | 7.73 | 6.44 | 7.27 | 7.24 |
| Debt: Banking and PSU | 0.06 | 1.05 | 3.87 | 5.12 | 4.9 | 9.7 | 7.56 | 6.3 | 7.31 | 7.19 |
| Equity: Flexi Cap | 0.52 | 3.71 | 12.49 | -3.45 | -0.62 | 9.65 | 18.56 | 22.38 | 13.83 | 16.12 |
| Hybrid: Conservative | 0.04 | 1.25 | 5.44 | 3.14 | 3.89 | 9.59 | 9.92 | 10.35 | 7.92 | 8.8 |
| Debt: Short Duration | 0.11 | 0.99 | 3.58 | 5.0 | 4.76 | 9.54 | 7.52 | 6.42 | 6.89 | 7.05 |
| Equity: ELSS | 0.44 | 3.83 | 12.61 | -3.06 | 0.11 | 9.49 | 19.24 | 23.11 | 13.87 | 15.03 |
| Equity: Thematic-ESG | -0.1 | 3.05 | 11.31 | -2.97 | 0.94 | 9.43 | 16.68 | 18.81 | 12.54 | 15.07 |
| Debt: Floater | 0.08 | 0.85 | 3.35 | 4.82 | 4.51 | 9.39 | 7.78 | 6.56 | 7.19 | 7.01 |
| Fund of Funds-Income Plus Arbitrage | 0.08 | 0.79 | 3.19 | 2.92 | 3.35 | 9.29 | 9.52 | 9.22 | 7.96 | 6.53 |
| Hybrid: Equity Savings | 0.2 | 1.33 | 5.29 | 2.01 | 2.66 | 8.81 | 10.49 | 11.38 | 7.93 | 8.14 |
| Equity: Large Cap | -0.02 | 1.9 | 11.12 | -1.66 | 2.2 | 8.67 | 16.85 | 20.24 | 12.29 | 13.71 |
| Equity: Value | 0.07 | 3.64 | 11.92 | -3.61 | -0.21 | 8.64 | 22.06 | 26.21 | 14.94 | 15.61 |
| Hybrid: Dynamic Asset Allocation | 0.17 | 1.87 | 7.88 | 0.14 | 1.99 | 8.46 | 13.05 | 13.72 | 9.79 | 10.5 |
| Equity: Dividend Yield | -0.11 | 2.99 | 10.78 | -3.49 | 0.36 | 8.29 | 21.05 | 26.05 | 14.33 | 14.67 |
| Debt: Low Duration | 0.15 | 0.74 | 2.6 | 4.18 | 3.76 | 8.07 | 7.0 | 6.17 | 6.6 | 6.66 |
| Debt: Money Market | 0.18 | 0.71 | 2.45 | 4.11 | 3.64 | 7.86 | 7.11 | 5.72 | 6.57 | 6.47 |
| Debt: Ultra Short Duration | 0.15 | 0.66 | 2.19 | 3.76 | 3.3 | 7.39 | 6.74 | 5.56 | 6.33 | 6.25 |
| Debt: Liquid | 0.12 | 0.55 | 1.79 | 3.52 | 3.02 | 7.15 | 6.82 | 5.37 | 6.13 | 6.5 |
| Hybrid: Arbitrage | 0.15 | 0.49 | 1.71 | 3.23 | 2.85 | 6.62 | 6.6 | 5.28 | 5.7 | 5.53 |
| Debt: Overnight | 0.11 | 0.48 | 1.48 | 3.08 | 2.6 | 6.38 | 6.32 | 5.04 | 5.55 | 5.32 |
| Equity: Thematic-Consumption | 0.63 | 1.64 | 10.73 | -4.27 | -2.04 | 6.13 | 19.25 | 21.97 | 14.62 | 11.95 |
| Equity: Sectoral-Infrastructure | 0.7 | 7.03 | 17.27 | -4.32 | -0.51 | 5.63 | 28.42 | 32.51 | 15.58 | 12.49 |
| Equity: Thematic-Quantitative | 0.52 | 2.91 | 11.63 | -3.36 | -0.56 | 5.21 | 20.34 | 20.36 | 13.65 | 10.05 |
| Equity: Thematic-Manufacturing | 0.31 | 6.87 | 15.75 | -3.12 | -0.58 | 4.9 | 24.0 | 27.61 | 14.55 | 10.26 |
| Equity: Thematic-Energy | -0.51 | 2.9 | 13.9 | -1.18 | 3.95 | 4.23 | 18.3 | 26.32 | 17.14 | 8.19 |
| Equity: Thematic-PSU | -0.47 | 3.04 | 15.91 | -3.18 | 4.22 | 3.31 | 34.11 | 30.97 | 14.95 | 15.58 |
| Equity: Thematic-MNC | 0.89 | 5.79 | 11.74 | -4.45 | -2.07 | 2.86 | 14.06 | 17.34 | 9.98 | 12.74 |
| Equity: Sectoral-FMCG | 0.01 | 1.0 | 10.5 | -1.13 | 0.6 | 1.92 | 12.01 | 15.59 | 12.1 | 15.92 |
| Equity: Thematic-Transportation | 0.47 | 5.43 | 13.12 | -2.27 | 1.58 | 0.9 | 23.72 | 27.63 | 11.82 | 14.78 |
| Equity: Thematic-Multi-Sector | 0.88 | 0.62 | 4.67 | - | -21.48 | - | - | - | - | -20.95 |
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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