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 2.77 7.32 -3.7 -0.93 8.1 18.15 11.3 12.48 12.47 14.15
Debt: Gilt Fund with 10 year constant duration -0.14 0.59 0.1 9.29 10.78 16.75 9.03 10.08 8.97 8.6
Debt: Long Duration -0.12 0.32 -1.23 8.5 9.87 16.47 7.33 9.13 8.07 11.3
Debt: Gilt -0.07 0.43 0.03 7.8 9.51 13.79 6.87 9.2 8.36 8.06
Equity: Thematic-Consumption 3.3 9.23 6.34 2.04 4.32 13.66 10.17 11.8 12.87 12.24
Equity: Focused 2.75 7.22 0.84 -0.28 6.82 11.91 8.81 10.03 10.61 10.35
Equity: Large Cap 2.82 6.92 0.22 0.19 6.68 11.53 8.78 9.37 10.08 12.32
Equity: Thematic-PSU 3.46 6.25 -1.94 -1.23 4.15 11.37 1.59 4.25 - 3.01
Debt: Banking and PSU 0.23 0.54 1.82 5.3 7.96 10.51 7.32 8.07 7.57 7.76
ETFs 2.44 4.53 0.32 1.03 6.82 10.36 9.96 7.7 8.85 6.13
Fund of Funds-Domestic 0.88 1.91 3.16 5.99 8.51 10.35 6.55 7.38 8.49 8.17
Equity: Multi Cap 2.74 6.56 0.67 -0.65 5.08 10.05 7.71 9.61 11.17 12.36
Index Fund 3.38 6.48 -0.37 -1.81 5.32 9.91 10.67 8.64 8.54 8.93
Childrens Fund 2.34 5.1 1.1 0.04 4.82 9.52 6.89 8.24 9.93 9.55
Debt: Medium to Long Duration -0.03 0.27 0.34 4.43 6.2 9.34 5.23 7.46 7.42 8.22
Debt: Dynamic Bond 0.05 0.32 0.55 4.43 6.27 9.29 5.84 7.96 8.0 7.66
Equity: Large and Mid Cap 2.59 6.17 -0.02 -1.46 3.49 8.78 7.35 9.92 10.59 13.52
Debt: Floater 0.21 0.63 1.94 4.27 6.86 8.72 7.2 7.8 7.9 7.19
Hybrid: Multi Asset Allocation 1.75 3.42 1.18 2.47 5.88 8.67 6.06 7.11 9.16 10.09
Equity: ELSS 2.77 6.32 -0.04 -1.82 3.41 8.66 7.72 9.67 10.91 12.07
Hybrid: Aggressive 2.12 4.92 0.38 -0.46 4.27 8.14 6.4 8.47 9.81 10.23
Debt: Money Market 0.16 0.58 1.89 3.96 6.42 7.89 7.1 7.52 16.37 7.0
Equity: Thematic-MNC 3.18 6.31 5.43 0.03 1.02 7.79 6.97 11.43 15.89 13.2
Debt: Ultra Short Duration 0.16 3.51 2.03 3.68 6.11 7.6 6.74 7.47 9.54 7.11
Retirement Fund 1.28 2.85 -0.45 0.18 3.47 7.59 6.47 9.62 8.28 7.16
Hybrid: Dynamic Asset Allocation 1.48 3.66 1.16 1.0 4.29 6.94 6.83 7.7 9.92 8.13
Debt: Corporate Bond 0.23 0.58 1.88 1.87 4.3 6.7 5.4 6.89 7.06 7.42
Debt: Liquid 0.11 0.45 1.42 3.11 5.14 6.69 6.54 7.07 9.91 6.9
Hybrid: Conservative 0.72 1.76 0.79 0.99 3.77 6.63 4.95 7.14 7.73 8.33
Hybrid: Equity Savings 1.13 2.39 0.35 1.07 4.27 6.3 5.51 6.74 7.13 5.91
Hybrid: Arbitrage 0.09 0.5 1.39 3.27 4.94 5.95 5.82 6.49 7.08 6.15
Debt: Overnight 0.09 0.4 1.29 2.75 4.51 5.76 5.75 6.48 7.03 3.46
Debt: Medium Duration 0.09 0.29 1.03 1.52 3.5 5.68 5.63 7.41 7.62 7.59
Debt: Short Duration 0.21 1.3 1.43 1.16 3.49 5.54 5.64 7.06 7.5 7.21
Equity: Thematic-International 3.15 0.58 3.35 3.41 17.76 5.47 11.67 9.19 8.66 9.65
Equity: Thematic-Others 2.93 5.91 1.14 -1.8 3.32 5.18 5.53 8.08 10.86 8.81
Equity: Sectoral-Infrastructure 1.87 4.32 -4.55 -6.5 -1.01 5.12 3.78 6.6 5.43 7.75
Equity: Contra 2.31 4.69 -2.1 -5.68 0.47 4.44 7.68 9.4 9.93 12.91
Equity: Mid Cap 1.92 4.87 -0.74 -4.7 -1.64 4.29 4.14 9.72 13.55 12.39
Debt: Low Duration 0.19 0.67 1.36 -1.41 0.95 2.78 5.2 6.29 8.88 6.76
Equity: Sectoral-Technology 0.7 -1.79 -1.32 -0.94 6.92 2.49 15.03 9.63 14.25 12.78
Equity: Thematic-Energy 3.04 6.97 0.73 -3.0 2.49 2.4 5.24 12.33 9.63 10.14
Equity: Dividend Yield 2.42 3.64 0.2 -3.6 0.51 2.13 5.74 6.86 9.73 11.39
Fund of Funds-Overseas 2.82 -0.76 2.06 3.23 16.19 1.96 7.67 5.41 4.93 5.37
Debt: Credit Risk 0.14 0.35 0.53 -2.16 -0.41 1.34 4.04 6.92 7.2 6.62
Equity: Value 2.56 4.5 -3.23 -6.63 -2.2 1.15 4.75 8.99 10.95 10.6
Equity: Small Cap 1.38 2.42 -2.86 -8.07 -4.44 -1.6 2.77 9.54 12.46 7.86
Equity: Sectoral-Pharma and Healthcare 3.03 -0.31 -0.83 -6.2 -3.43 -6.3 -4.03 1.64 12.62 4.06

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