SBI CPOF Series A Plan 7 728x90

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 -0.77 -0.51 8.65 12.37 -0.49 20.17 15.87 9.76 14.29 14.7
Equity: Thematic-International -0.56 2.18 9.48 12.41 1.74 20.14 12.19 8.39 8.07 10.31
Fund of Funds-Overseas -0.37 2.04 8.35 9.86 0.72 18.2 8.52 6.48 5.25 6.32
Equity: Focused 0.12 2.45 6.7 12.25 2.34 16.43 12.14 8.23 11.0 11.86
Equity: Large and Mid Cap 0.53 4.34 8.2 13.78 3.82 15.24 11.12 8.32 11.29 13.41
Equity: Thematic-PSU 0.32 3.96 4.12 8.07 2.79 14.72 0.97 3.44 6.72 2.27
Equity: Multi Cap 0.11 2.85 6.46 11.91 2.68 13.98 11.12 7.67 11.72 13.56
Equity: Large Cap -0.25 1.34 5.55 9.83 1.55 13.97 11.79 7.4 10.86 12.67
Equity: Thematic-Consumption 0.4 4.73 4.61 16.91 4.31 13.89 13.75 9.69 13.17 13.66
Debt: Gilt Fund with 10 year constant duration 0.44 0.82 1.83 2.53 0.58 13.86 8.61 9.24 9.09 8.55
Equity: Mid Cap 1.3 7.98 10.27 16.27 6.32 13.01 9.38 8.26 14.06 13.52
Equity: ELSS 0.01 2.85 6.53 11.44 2.58 12.96 11.07 7.91 11.76 12.88
Debt: Long Duration 0.48 0.61 1.87 1.57 0.42 12.79 6.97 7.85 8.09 10.83
Fund of Funds-Domestic 0.3 2.47 4.26 8.19 1.76 12.71 7.98 6.8 8.68 8.29
ETFs -0.28 1.58 5.27 8.72 1.28 12.37 10.83 7.9 9.5 8.09
Childrens Fund 0.02 2.14 5.61 10.35 2.1 12.25 9.37 7.21 10.21 10.62
Index Fund -0.42 1.28 5.96 9.31 1.47 12.21 12.65 7.16 9.44 10.54
Equity: Thematic-Energy -0.77 2.69 5.0 10.58 1.49 12.01 5.07 11.96 9.59 10.93
Hybrid: Multi Asset Allocation 0.19 2.24 4.81 8.22 1.71 11.96 7.54 6.4 9.4 10.31
Debt: Gilt 0.36 0.55 1.31 1.87 0.38 11.63 6.2 7.63 8.33 7.96
Equity: Sectoral-Infrastructure 0.71 7.02 7.39 7.46 5.51 11.4 6.28 4.67 6.26 8.31
Hybrid: Aggressive 0.01 2.03 5.22 9.3 1.91 11.31 8.6 6.87 10.23 11.26
Equity: Sectoral-Technology 1.46 5.57 13.69 9.08 6.3 11.3 18.06 8.92 13.39 13.3
Equity: Thematic-Others -0.02 3.67 5.88 10.97 3.22 10.83 8.01 6.35 10.91 10.68
Equity: Contra 0.43 4.28 7.68 10.57 3.79 10.62 11.59 7.68 10.42 13.3
Equity: Small Cap 0.84 9.51 10.52 13.89 7.69 10.37 7.55 8.12 12.94 12.53
Debt: Banking and PSU 0.29 0.77 1.98 4.27 0.67 10.1 7.37 7.98 7.78 7.62
Hybrid: Dynamic Asset Allocation 0.04 1.16 3.58 6.77 1.17 8.91 8.31 6.48 10.21 8.81
Equity: Dividend Yield -0.05 4.25 6.5 9.53 3.51 8.84 8.19 5.76 10.02 12.79
Retirement Fund 0.14 1.63 3.94 5.59 1.49 8.73 7.94 8.02 8.4 8.01
Debt: Floater 0.18 0.63 1.75 3.85 0.53 8.41 7.2 7.71 7.99 7.28
Debt: Corporate Bond 0.29 0.79 1.97 4.28 0.69 8.38 6.51 7.39 7.62 7.78
Hybrid: Equity Savings 0.01 1.22 3.18 5.26 1.14 8.22 6.53 6.38 7.3 6.84
Debt: Dynamic Bond 0.33 0.49 1.1 2.16 0.34 7.82 5.31 6.83 7.97 7.62
Debt: Medium to Long Duration 0.3 0.35 0.87 1.81 0.1 7.72 4.73 6.21 7.34 8.17
Equity: Thematic-MNC 0.47 3.24 3.78 12.89 2.86 7.68 10.61 7.46 15.63 14.3
Equity: Value - 3.72 7.04 8.29 3.19 7.58 7.87 7.08 11.43 11.86
Equity: Sectoral-Pharma and Healthcare 0.15 5.31 9.8 13.68 4.4 7.49 1.96 1.92 12.92 10.14
Debt: Money Market 0.11 0.46 1.4 3.36 0.36 7.46 7.0 7.36 7.85 7.07
Debt: Ultra Short Duration 0.13 0.36 1.26 3.31 0.27 6.98 6.53 7.23 7.92 6.77
Hybrid: Conservative 0.16 0.67 2.16 4.33 0.58 6.6 5.41 6.14 7.85 8.36
Debt: Liquid 0.1 0.41 1.24 2.65 0.34 6.04 6.4 6.88 7.37 6.91
Hybrid: Arbitrage 0.14 0.47 1.17 2.52 0.43 5.82 5.78 6.31 7.12 6.22
Debt: Overnight 0.09 0.39 1.18 2.46 0.33 5.43 5.57 6.27 54.02 3.94
Debt: Medium Duration 0.34 0.47 1.08 2.55 0.33 4.58 5.28 6.68 7.63 7.51
Debt: Short Duration 0.27 0.56 1.27 2.97 0.47 4.53 5.32 6.66 7.47 7.25
Debt: Low Duration 0.21 0.43 1.1 2.59 0.35 1.57 4.94 6.05 6.92 6.72
Debt: Credit Risk 0.22 -0.06 0.56 1.36 -0.12 -0.08 3.45 6.3 7.25 6.49

Advisorkhoj develops innovative mutual fund research tools that help you in your mutual fund investments. We would be happy to get your feedback, suggestions. Please leave your comments below.

comments powered by Disqus
Feedback