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 (%) |
|---|---|---|---|---|---|---|---|---|---|---|
| Equity: Small Cap | -2.79 | 6.41 | 4.06 | 13.86 | 1.32 | 59.83 | 28.97 | 19.5 | 21.15 | 23.65 |
| Equity: Sectoral-Infrastructure | -2.88 | 6.4 | 2.62 | 14.52 | 2.73 | 48.76 | 20.96 | 14.55 | 13.4 | 10.42 |
| Equity: Sectoral-Technology | -5.98 | -0.8 | -0.71 | 19.5 | -6.02 | 45.96 | 36.53 | 30.52 | 22.81 | 18.83 |
| Equity: Thematic-Energy | -2.88 | 5.24 | -2.28 | 8.45 | 3.02 | 41.83 | 25.47 | 16.19 | 15.35 | 16.18 |
| Equity: Mid Cap | -3.67 | 4.43 | -0.08 | 11.16 | 0.36 | 39.86 | 23.72 | 17.55 | 19.56 | 18.39 |
| Equity: Multi Cap | -3.24 | 4.54 | -1.47 | 11.7 | 0.75 | 38.35 | 22.82 | 17.69 | 17.66 | 11.71 |
| Equity: Thematic-PSU | -2.37 | 7.67 | -3.69 | 8.87 | 4.84 | 35.99 | 14.23 | 6.64 | 7.79 | 9.66 |
| Equity: Dividend Yield | -3.43 | 3.92 | -1.42 | 12.3 | 0.03 | 35.3 | 19.77 | 14.95 | 14.09 | 19.27 |
| Equity: Large and Mid Cap | -3.68 | 4.64 | -0.97 | 12.38 | 0.62 | 32.89 | 20.66 | 16.42 | 16.91 | 18.35 |
| Equity: Value | -3.28 | 5.07 | -1.89 | 11.06 | 1.33 | 31.81 | 18.1 | 14.76 | 17.15 | 12.95 |
| Equity: Contra | -3.28 | 4.94 | -0.58 | 11.98 | 1.15 | 31.5 | 21.23 | 17.95 | 16.75 | 14.96 |
| Equity: Thematic-Others | -3.55 | 4.31 | -1.29 | 11.16 | 0.38 | 30.04 | 20.09 | 14.13 | 15.07 | 21.08 |
| Childrens Fund | -2.42 | 4.13 | 0.83 | 12.02 | 1.02 | 28.12 | 16.73 | 13.44 | 13.58 | 20.65 |
| Equity: ELSS | -3.25 | 4.83 | -1.28 | 11.48 | 1.1 | 27.79 | 18.97 | 16.03 | 16.46 | 15.22 |
| Equity: Flexi Cap | -3.52 | 4.54 | -1.19 | 11.68 | 0.61 | 27.72 | 19.16 | 16.07 | 15.72 | 16.11 |
| Equity: Focused | -3.58 | 4.45 | -1.56 | 12.35 | 0.77 | 26.99 | 19.08 | 15.76 | 16.22 | 18.84 |
| Equity: Thematic-Consumption | -2.64 | 4.55 | -0.35 | 11.84 | 0.96 | 26.92 | 18.94 | 17.48 | 17.09 | 15.19 |
| Equity: Thematic-MNC | -2.79 | 2.68 | 0.17 | 8.37 | -1.08 | 24.82 | 13.77 | 13.38 | 17.41 | 19.49 |
| Index Fund | -3.19 | 3.61 | -2.15 | 10.58 | 0.37 | 23.97 | 17.27 | 16.24 | 13.87 | 15.07 |
| Fund of Funds-Domestic-Equity | -2.89 | 2.44 | -2.05 | 8.21 | -0.39 | 23.55 | 20.24 | 14.03 | 13.46 | 20.46 |
| Equity: Large Cap | -3.64 | 4.31 | -2.88 | 11.14 | 0.72 | 21.96 | 17.3 | 15.05 | 14.49 | 14.96 |
| Hybrid: Aggressive | -2.71 | 3.65 | -1.1 | 9.19 | 0.67 | 21.93 | 15.86 | 12.92 | 14.07 | 13.84 |
| Hybrid: Multi Asset Allocation | -1.83 | 2.68 | 0.16 | 8.45 | 0.72 | 21.5 | 15.7 | 11.51 | 11.25 | 13.06 |
| ETFs | -2.7 | 2.85 | -2.26 | 8.58 | 0.07 | 18.55 | 15.05 | 13.27 | 10.26 | 12.31 |
| Fund of Funds-Domestic-Hybrid | -1.68 | 2.23 | -0.32 | 6.76 | 0.44 | 17.68 | 10.99 | 9.64 | 10.54 | 12.82 |
| Equity: Sectoral-Banking and Financial Services | -2.44 | 6.7 | -6.07 | 6.9 | 4.25 | 17.07 | 12.38 | 13.49 | 15.15 | 12.96 |
| Equity: Sectoral-Pharma and Healthcare | -4.32 | 0.73 | -3.48 | -4.17 | -5.75 | 13.8 | 26.1 | 14.02 | 16.98 | 18.38 |
| Retirement Fund | -1.89 | 2.0 | -0.39 | 6.68 | 0.09 | 13.58 | 12.02 | 10.64 | 11.43 | 12.85 |
| Hybrid: Dynamic Asset Allocation | -1.56 | 1.91 | -0.69 | 5.48 | 0.31 | 12.29 | 11.69 | 10.18 | 12.44 | 8.89 |
| Hybrid: Equity Savings | -1.03 | 1.76 | 0.02 | 4.94 | 0.91 | 10.94 | 9.58 | 7.99 | 8.23 | 8.22 |
| Debt: Credit Risk | 0.06 | 0.27 | 0.89 | 5.15 | 0.17 | 9.54 | 2.91 | 3.87 | 7.63 | 6.03 |
| Hybrid: Conservative | -0.74 | 1.21 | 0.29 | 4.72 | 0.34 | 9.17 | 8.4 | 6.99 | 8.79 | 8.32 |
| Fund of Funds-Domestic-Debt | -0.23 | 0.8 | 0.38 | 3.57 | 0.43 | 8.34 | 8.38 | 6.97 | 8.11 | 6.64 |
| Equity: Thematic-International | -2.88 | -1.5 | -4.56 | -0.99 | -2.09 | 7.03 | 15.06 | 13.37 | 11.38 | 10.39 |
| Debt: Medium Duration | 0.01 | 0.02 | 0.52 | 2.01 | -0.04 | 5.18 | 5.07 | 5.19 | 7.59 | 6.49 |
| Debt: Short Duration | 0.04 | 0.18 | 0.58 | 2.46 | 0.1 | 4.49 | 6.09 | 5.98 | 7.54 | 6.88 |
| Debt: Low Duration | 0.06 | 0.34 | 0.89 | 2.31 | 0.23 | 4.44 | 4.16 | 5.19 | 6.75 | 6.48 |
| Debt: Ultra Short Duration | 0.06 | 0.34 | 0.92 | 1.94 | 0.23 | 3.97 | 5.6 | 5.96 | 7.5 | 6.15 |
| Debt: Floater | 0.1 | 0.32 | 0.62 | 1.8 | 0.23 | 3.95 | 6.8 | 6.79 | 7.82 | 5.64 |
| Debt: Corporate Bond | 0.04 | 0.14 | 0.61 | 1.71 | 0.07 | 3.86 | 7.52 | 6.77 | 7.87 | 6.78 |
| Debt: Banking and PSU | 0.02 | 0.1 | 0.63 | 1.67 | 0.03 | 3.65 | 7.56 | 6.97 | 7.6 | 6.95 |
| Hybrid: Arbitrage | 0.19 | 0.33 | 0.98 | 1.62 | 0.29 | 3.63 | 4.49 | 5.06 | 6.52 | 5.57 |
| Debt: Money Market | 0.05 | 0.31 | 0.85 | 1.71 | 0.21 | 3.55 | 5.58 | 6.07 | 7.36 | 6.1 |
| Debt: Dynamic Bond | -0.04 | -0.16 | 0.32 | 2.01 | -0.19 | 3.53 | 6.7 | 5.65 | 7.87 | 7.0 |
| Debt: Liquid | 0.05 | 0.28 | 0.84 | 1.61 | 0.2 | 3.21 | 4.44 | 5.43 | 7.0 | 6.4 |
| Debt: Overnight | 0.07 | 0.29 | 0.83 | 1.59 | 0.21 | 3.14 | 3.91 | 4.6 | 6.33 | 4.02 |
| Debt: Medium to Long Duration | -0.04 | -0.26 | 0.09 | 1.91 | -0.27 | 2.84 | 6.74 | 5.39 | 7.27 | 7.94 |
| Debt: Gilt | -0.04 | -0.24 | 0.04 | 1.4 | -0.26 | 2.23 | 8.09 | 6.31 | 8.34 | 7.78 |
| Debt: Gilt Fund with 10 year constant duration | -0.17 | -0.69 | -0.39 | 0.71 | -0.76 | 1.34 | 8.86 | 7.75 | 9.43 | 8.05 |
| Fund of Funds-Overseas | -2.25 | -3.23 | -5.97 | -3.11 | -4.92 | 0.76 | 12.45 | 9.58 | 6.0 | 4.31 |
| Debt: Long Duration | -0.29 | -1.1 | -0.2 | 1.11 | -0.96 | -0.03 | 7.97 | 6.34 | 7.96 | 8.91 |
| Fund of Funds-Domestic-Gold | 0.55 | 0.27 | 1.57 | 0.32 | 0.62 | -3.34 | 13.26 | 9.13 | 4.3 | 5.4 |
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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