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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 (%)
Equity: Sectoral-Technology 0.58 0.61 8.83 -1.1 7.22 16.57 13.07 13.58 22.38 13.77
Equity: Sectoral-Banking and Financial Services 0.19 9.3 6.7 9.42 5.56 12.18 20.19 18.62 22.03 14.8
Index Fund 0.09 6.2 5.17 1.63 4.2 11.33 14.24 12.56 15.13 10.52
Debt: Gilt Fund with 10 year constant duration 0.41 1.54 0.93 8.43 1.15 10.12 8.57 9.85 8.01 8.02
ETFs -0.04 4.43 4.19 2.55 3.28 8.41 11.67 6.56 15.91 7.46
Debt: Gilt 0.45 1.26 1.2 6.48 1.45 8.16 7.7 9.27 7.55 7.67
Equity: Large Cap 0.13 5.91 4.74 1.61 3.76 8.15 12.76 13.66 16.68 13.12
Debt: Long Duration 0.6 1.6 1.06 8.29 1.16 8.15 8.1 9.31 7.83 8.77
Debt: Banking and PSU 0.2 1.14 2.33 5.14 2.11 7.38 7.53 8.09 7.21 7.83
Debt: Money Market 0.1 0.62 2.0 3.74 1.76 7.3 7.08 7.62 9.45 7.04
Debt: Low Duration 0.11 0.71 2.03 4.11 1.79 7.24 7.24 7.54 7.29 7.21
Debt: Floater 0.17 0.76 2.07 4.11 1.84 7.2 7.4 7.83 7.61 7.15
Debt: Dynamic Bond 0.35 1.27 1.57 5.28 1.6 6.94 7.2 8.46 7.48 7.29
Debt: Ultra Short Duration 0.12 0.63 1.78 3.59 1.78 6.83 7.2 7.83 7.83 7.04
Debt: Short Duration 0.17 0.96 2.18 4.56 1.96 6.82 7.32 7.98 7.82 7.41
Debt: Corporate Bond 0.2 1.14 2.3 4.97 2.07 6.69 7.23 7.94 7.24 7.1
Debt: Liquid 0.13 0.52 1.66 3.44 1.51 6.68 6.66 7.26 7.18 6.7
Debt: Medium to Long Duration 0.31 1.31 1.52 5.27 1.53 6.29 6.64 7.98 7.32 8.18
Debt: Overnight 0.12 0.46 1.51 3.02 1.35 6.02 6.14 6.83 6.89 3.64
Equity: Thematic-International 0.5 -0.27 11.08 -4.12 10.06 6.0 11.04 9.41 12.6 7.84
Debt: Medium Duration 0.21 1.08 1.64 4.13 1.49 5.98 7.42 8.46 7.83 7.64
Hybrid: Dynamic Asset Allocation 0.07 3.01 2.63 2.2 2.12 5.75 10.0 11.85 15.89 7.72
Equity: Focused -0.06 6.86 4.53 1.11 3.74 5.55 14.51 15.59 18.55 10.62
Hybrid: Arbitrage 0.15 0.41 1.31 2.73 1.25 5.54 6.02 6.65 7.03 5.83
Equity: Multi Cap -0.04 6.25 4.07 1.3 3.21 5.39 13.58 15.56 18.97 12.21
Debt: Credit Risk 0.16 0.86 1.57 3.28 1.39 5.29 7.38 8.34 7.61 7.72
Equity: Contra -0.25 6.8 4.64 1.09 3.54 5.14 14.72 16.04 17.95 13.78
Fund of Funds-Domestic 0.12 1.34 2.44 2.67 1.92 5.09 7.66 7.52 11.53 7.83
Equity: Sectoral-Pharma and Healthcare -0.19 3.23 1.78 -6.9 0.95 4.97 -1.19 8.78 21.23 7.06
Hybrid: Conservative 0.11 2.18 2.25 3.56 1.96 4.77 7.74 8.98 9.03 8.22
Hybrid: Multi Asset Allocation 0.06 3.35 2.82 1.58 2.21 4.68 9.15 10.16 12.62 10.11
Hybrid: Equity Savings 0.12 2.61 2.32 2.1 2.02 4.65 7.79 7.8 7.98 5.89
Retirement Fund 0.22 4.57 2.92 3.15 2.48 4.51 11.84 13.97 11.33 12.12
Hybrid: Aggressive 0.03 4.93 3.37 1.63 2.7 4.13 11.3 13.03 15.71 9.91
Childrens Fund 0.14 5.05 3.15 1.34 2.48 3.87 10.56 13.16 14.87 9.73
Equity: Thematic-Consumption -0.38 4.7 0.31 1.34 -0.21 3.75 16.0 15.93 18.84 12.48
Equity: ELSS -0.1 6.29 3.45 0.49 2.57 3.55 13.59 15.5 18.36 12.76
Equity: Thematic-MNC -0.47 2.47 -0.79 -1.55 -1.86 2.44 10.37 18.5 23.66 16.82
Equity: Large and Mid Cap -0.24 6.54 3.15 0.27 2.2 2.38 13.63 15.92 18.28 14.32
Fund of Funds-Overseas -0.26 -2.5 9.82 -4.97 9.79 1.13 7.61 3.61 7.71 4.91
Equity: Dividend Yield -0.03 4.75 3.07 -1.95 2.01 0.43 13.3 13.36 17.32 11.71
Equity: Value -0.16 6.85 2.98 -0.86 2.22 -0.09 13.76 17.64 20.15 12.18
Equity: Thematic-Others -0.1 5.28 2.43 -3.15 1.85 -0.17 10.52 12.88 17.59 10.61
Equity: Mid Cap -0.59 6.95 1.72 -1.06 0.58 -2.61 12.9 18.8 23.26 13.72
Equity: Thematic-Energy 0.89 9.83 3.66 -4.73 3.5 -4.11 16.35 20.4 17.29 11.23
Equity: Thematic-PSU -0.28 10.75 3.65 0.64 2.42 -5.44 8.46 10.25 - 3.02
Equity: Sectoral-Infrastructure -0.06 11.1 4.59 1.08 3.32 -6.47 11.68 15.02 12.76 8.56
Equity: Small Cap -0.56 9.01 2.23 -2.1 1.71 -9.72 13.15 20.12 21.65 11.09

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