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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 (%)
Debt: Gilt Fund with 10 year constant duration 0.83 2.23 3.63 6.49 3.23 11.69 8.69 9.88 8.21 8.11
Equity: Sectoral-Banking and Financial Services 6.8 4.1 14.9 16.78 10.97 11.53 19.82 14.28 16.49 15.56
Debt: Long Duration 0.78 2.17 3.55 6.42 3.1 10.15 8.01 9.09 7.58 9.65
Debt: Gilt 0.63 1.77 2.97 5.52 3.15 9.59 7.62 8.99 7.54 7.7
Index Fund 4.82 0.05 7.41 8.85 5.58 9.0 14.71 10.21 10.73 10.3
Debt: Banking and PSU 0.39 0.56 2.03 4.42 3.05 8.27 7.25 7.86 7.18 7.71
Debt: Floater 0.22 0.64 2.1 4.2 3.17 7.97 7.33 7.78 7.75 7.28
Debt: Corporate Bond 0.36 0.69 2.17 4.48 3.11 7.84 7.06 7.74 7.16 6.98
Debt: Dynamic Bond 0.44 0.9 2.21 4.29 2.55 7.77 6.95 8.14 7.53 7.33
Debt: Short Duration 0.32 0.57 1.95 4.25 2.96 7.63 7.11 7.77 7.82 7.42
Equity: Sectoral-Technology -0.43 -2.95 -1.63 7.49 4.71 7.61 12.23 13.89 18.26 13.21
Debt: Low Duration 0.23 0.4 1.74 3.87 2.83 7.59 7.09 7.43 7.31 7.2
Debt: Money Market 0.2 0.59 1.92 4.02 3.07 7.59 7.03 7.56 9.49 7.18
Debt: Medium to Long Duration 0.52 0.97 2.3 4.26 2.53 7.5 6.42 7.67 7.12 8.16
Equity: Large Cap 4.9 1.23 8.33 9.32 6.14 7.35 13.11 11.35 12.8 12.98
Debt: Ultra Short Duration 0.19 0.5 1.81 3.66 2.96 7.04 7.07 7.72 7.86 7.24
Debt: Liquid 0.14 0.55 1.69 3.42 2.65 6.83 6.6 7.19 8.51 6.77
ETFs 3.36 -0.29 4.79 6.65 3.78 6.24 11.15 6.5 9.9 6.92
Debt: Medium Duration 0.33 0.21 1.39 3.16 1.91 6.2 7.01 8.03 7.71 7.51
Debt: Overnight 0.11 0.48 1.45 3.0 2.34 6.06 6.08 6.72 6.91 2.83
Hybrid: Arbitrage -0.01 0.53 1.53 2.78 2.39 5.86 5.91 6.59 7.09 6.06
Hybrid: Conservative 1.25 0.52 3.05 4.4 2.81 5.15 7.41 8.18 8.17 7.99
Debt: Credit Risk 0.24 -0.23 0.99 2.5 1.52 5.14 6.81 8.0 7.48 7.56
Equity: Focused 4.7 0.86 9.44 9.59 6.24 4.91 14.29 12.52 13.64 10.88
Hybrid: Equity Savings 1.79 0.53 3.78 4.59 3.19 4.85 7.68 7.22 7.4 5.94
Hybrid: Dynamic Asset Allocation 1.98 0.5 4.21 5.12 3.2 4.74 9.89 9.55 12.32 8.1
Equity: Sectoral-Pharma and Healthcare 0.08 -4.9 -0.65 -4.63 -2.84 4.5 -1.94 8.3 17.09 4.34
Fund of Funds-Domestic 0.67 -0.28 1.24 3.65 1.83 3.82 6.79 7.13 9.4 7.63
Hybrid: Multi Asset Allocation 2.27 - 4.06 4.97 2.69 3.7 8.71 8.84 10.48 10.29
Hybrid: Aggressive 3.44 0.36 6.04 6.2 3.79 3.61 10.93 10.47 11.81 9.88
Retirement Fund 2.94 0.42 5.26 5.65 3.17 3.58 11.2 11.96 9.57 11.83
Equity: Multi Cap 4.32 0.26 7.5 7.49 4.39 3.52 13.0 12.27 14.05 12.3
Equity: Thematic-International -0.27 -2.7 0.07 4.84 10.34 2.92 11.22 8.73 10.26 7.97
Childrens Fund 3.34 -0.21 5.46 5.91 2.92 2.88 9.85 10.25 11.76 9.77
Equity: ELSS 4.63 0.21 7.56 7.14 3.8 2.3 13.09 12.46 13.77 12.71
Equity: Contra 3.56 -1.22 6.45 6.41 3.22 2.02 13.85 12.6 13.21 13.56
Equity: Large and Mid Cap 4.52 -0.2 7.38 6.38 3.0 0.92 12.88 12.71 13.38 13.55
Equity: Thematic-Consumption 4.13 -0.91 4.6 3.82 -0.29 -0.71 13.98 13.16 14.37 11.3
Equity: Thematic-Others 3.63 -1.02 5.51 3.65 2.12 -1.95 10.06 10.58 13.49 9.96
Equity: Thematic-MNC 3.05 -2.28 1.72 2.03 -2.56 -1.97 9.03 15.36 19.01 16.57
Equity: Value 4.25 -1.03 6.32 4.08 1.71 -2.26 12.48 12.58 14.7 11.92
Equity: Dividend Yield 2.45 -1.7 3.85 4.09 1.12 -2.6 12.54 9.71 12.91 11.24
Equity: Thematic-PSU 5.74 1.91 13.05 8.03 4.55 -2.9 10.08 4.42 - 3.19
Equity: Thematic-Energy 3.46 -1.29 8.92 4.0 3.08 -3.71 15.11 14.86 12.99 10.84
Fund of Funds-Overseas -0.96 -3.28 -3.41 2.61 8.41 -4.43 6.86 3.29 5.88 4.63
Equity: Mid Cap 3.58 -1.68 5.87 3.5 -0.43 -5.26 10.95 13.68 17.41 13.35
Equity: Sectoral-Infrastructure 5.56 0.11 11.64 6.44 3.84 -5.3 11.29 9.0 7.69 8.49
Equity: Small Cap 3.5 -1.6 7.72 2.68 0.5 -11.84 10.51 14.98 16.03 10.57

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