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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 1.8 5.88 14.23 42.79 21.89 102.45 9.52 15.68 16.22 20.36
Equity: Sectoral-Technology 0.8 -0.05 7.22 28.6 12.77 101.56 25.52 21.34 18.04 16.8
Equity: Thematic-Energy 3.29 8.54 22.45 53.74 29.98 98.66 15.73 19.55 12.89 15.65
Equity: Mid Cap 1.09 3.16 8.48 32.36 15.51 76.4 10.56 15.15 15.72 18.52
Equity: Sectoral-Infrastructure 0.89 1.29 6.89 40.98 18.74 74.11 4.81 11.75 8.45 8.72
Equity: Contra 0.63 1.87 2.71 30.04 11.57 73.16 11.15 15.45 13.17 14.12
Equity: Value 0.54 2.18 3.49 28.33 12.44 69.14 7.01 13.2 13.26 13.63
Equity: Thematic-Others 0.73 2.81 5.92 30.48 13.11 68.6 9.28 12.66 12.34 16.83
Equity: Multi Cap 0.77 3.19 6.44 30.77 14.19 67.41 11.28 14.37 13.63 15.59
Equity: Dividend Yield 1.47 2.28 5.93 27.79 11.02 64.7 9.04 13.99 11.04 13.74
Equity: Large and Mid Cap 0.36 2.2 4.17 26.46 11.21 63.61 10.03 14.36 13.34 16.23
Equity: Sectoral-Banking and Financial Services -1.48 1.94 -4.38 23.11 5.63 61.86 7.41 14.49 11.71 13.27
Equity: ELSS -0.15 1.69 1.99 24.02 8.91 60.61 9.48 13.86 12.99 14.18
Index Fund 0.02 1.57 1.49 23.2 7.73 60.3 11.05 13.91 10.63 15.2
Equity: Flexi Cap -0.12 1.71 1.87 23.13 8.3 58.12 10.8 14.02 12.48 15.85
Equity: Focused -0.22 1.34 1.11 23.31 8.36 57.73 10.39 14.32 12.49 15.77
Equity: Sectoral-Pharma and Healthcare 2.95 8.87 8.49 20.44 9.31 55.6 23.19 12.48 16.63 24.54
Fund of Funds-Domestic-Equity 0.24 1.84 3.6 24.64 9.41 55.38 10.8 12.91 11.34 17.24
Equity: Thematic-Consumption 0.19 2.04 1.35 23.59 6.91 55.14 9.69 15.24 13.74 13.43
Equity: Large Cap -0.46 0.97 -0.82 20.16 5.98 53.77 10.36 12.99 11.57 13.74
ETFs -0.12 1.02 -0.04 17.88 5.25 48.35 10.18 13.29 10.37 12.63
Equity: Thematic-MNC 0.93 1.98 5.08 23.07 8.68 48.22 7.41 10.77 15.34 18.99
Hybrid: Aggressive -0.01 1.56 1.93 19.2 7.31 46.9 9.57 11.89 11.4 12.17
Equity: Thematic-PSU 3.09 4.87 9.89 34.28 17.52 45.55 3.92 9.07 4.55 6.58
Fund of Funds-Overseas -2.04 3.03 3.87 18.55 8.1 45.33 12.59 12.61 6.87 8.97
Childrens Fund 0.12 1.43 2.25 19.93 6.12 44.24 9.08 11.28 11.19 14.86
Equity: Thematic-International -1.61 1.15 4.48 18.13 8.97 43.69 15.72 15.24 10.74 11.21
Hybrid: Multi Asset Allocation 0.6 2.92 4.19 15.19 6.78 41.66 9.94 9.82 9.78 12.33
Fund of Funds-Domestic-Hybrid 0.27 1.59 1.7 14.51 6.53 33.24 7.13 8.95 8.94 10.45
Hybrid: Dynamic Asset Allocation -0.13 0.61 0.52 10.39 3.4 29.55 7.63 9.74 10.53 9.96
Retirement Fund -0.07 0.98 0.75 11.65 3.41 28.89 7.52 10.56 8.98 9.31
Hybrid: Equity Savings -0.15 0.58 0.65 9.23 3.41 23.53 6.7 7.76 7.68 7.64
Hybrid: Conservative 0.05 0.66 1.1 6.2 2.27 16.51 6.26 7.39 8.29 8.37
Fund of Funds-Domestic-Debt 0.29 0.81 1.79 6.43 2.84 16.21 8.4 7.95 8.32 6.91
Debt: Credit Risk 0.29 0.8 2.62 4.16 2.84 9.53 2.02 4.1 7.74 5.73
Debt: Medium Duration 0.25 0.75 2.0 2.83 1.45 8.39 5.04 6.09 7.9 6.8
Debt: Low Duration 0.1 0.4 1.24 2.18 1.34 8.11 4.65 5.59 6.98 6.61
Debt: Corporate Bond 0.2 0.59 1.64 1.86 0.98 7.77 7.86 7.54 8.19 7.19
Debt: Floater 0.17 0.5 1.21 2.01 0.98 7.5 7.71 7.49 8.16 5.93
Debt: Short Duration 0.18 0.59 1.54 1.95 1.02 7.44 6.41 6.63 7.8 7.15
Debt: Banking and PSU 0.18 0.56 1.56 1.69 0.87 7.34 8.52 7.89 7.97 7.16
Debt: Medium to Long Duration 0.28 0.71 1.36 0.87 0.12 5.96 7.47 6.87 7.77 8.11
Debt: Dynamic Bond 0.27 0.74 1.5 1.54 0.59 5.75 7.46 7.03 8.26 7.51
Debt: Gilt Fund with 10 year constant duration 0.49 1.06 1.46 0.81 0.11 5.24 11.14 9.56 9.66 8.61
Debt: Long Duration 0.31 0.76 1.21 0.6 -0.61 4.69 9.55 8.46 8.68 9.94
Debt: Money Market 0.06 0.29 0.98 1.72 1.22 4.66 6.49 6.63 7.77 6.83
Debt: Ultra Short Duration 0.07 0.32 1.01 1.73 1.21 4.66 6.03 6.42 7.79 6.42
Debt: Gilt 0.31 0.79 1.32 0.88 0.12 4.41 9.45 8.36 8.85 8.03
Debt: Liquid 0.05 0.24 0.76 1.49 1.05 3.22 5.37 5.94 7.27 6.67
Debt: Overnight 0.06 0.25 0.73 1.46 1.03 2.97 4.56 5.17 6.74 4.18
Hybrid: Arbitrage -0.02 0.34 0.92 1.52 1.1 2.96 4.85 5.28 6.78 5.41
Fund of Funds-Domestic-Gold 0.13 3.54 -0.63 -9.83 -6.49 -1.19 13.59 7.86 6.44 5.61

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.

Advisorkhoj develops innovative mutual fund research tools that may help you in your mutual fund investments. Mutual Fund Distributors wanting to display Mutual Fund Research on their website may write to pradip@advisorkhoj.com for APIs. We would be happy to get your feedback, suggestions. Please leave your comments below.

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