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 | 4.01 | 6.94 | 13.49 | 43.15 | 63.83 | 97.11 | 28.67 | 18.61 | 20.51 | 26.19 |
| Equity: Thematic-Energy | 2.4 | 4.21 | 10.79 | 29.86 | 54.08 | 92.06 | 26.02 | 17.73 | 14.61 | 17.33 |
| Equity: Sectoral-Infrastructure | 2.96 | 4.79 | 13.43 | 34.15 | 54.37 | 91.86 | 21.86 | 14.1 | 12.66 | 10.54 |
| Equity: Mid Cap | 4.3 | 6.1 | 14.2 | 34.73 | 49.37 | 78.47 | 26.34 | 17.04 | 19.26 | 21.08 |
| Equity: Thematic-PSU | 2.65 | 8.76 | 12.03 | 33.12 | 45.77 | 75.9 | 17.31 | 9.15 | 7.78 | 11.61 |
| Equity: Multi Cap | 4.2 | 6.06 | 14.43 | 34.52 | 47.16 | 74.39 | 25.0 | 17.17 | 17.56 | 19.21 |
| Equity: Sectoral-Technology | 0.96 | 2.11 | 20.65 | 37.16 | 53.67 | 71.83 | 37.28 | 29.87 | 22.7 | 19.28 |
| Equity: Contra | 3.48 | 5.71 | 12.62 | 29.84 | 39.99 | 68.17 | 23.0 | 17.17 | 16.68 | 15.35 |
| Equity: Value | 3.94 | 5.94 | 13.31 | 29.44 | 40.91 | 67.6 | 19.65 | 14.52 | 17.04 | 15.53 |
| Equity: Large and Mid Cap | 3.88 | 5.48 | 14.46 | 31.98 | 41.75 | 67.19 | 23.01 | 16.14 | 16.95 | 20.42 |
| Equity: Dividend Yield | 3.05 | 5.36 | 14.13 | 31.53 | 41.17 | 65.05 | 21.26 | 15.47 | 14.49 | 20.33 |
| Equity: Thematic-Others | 3.39 | 4.94 | 13.45 | 28.54 | 39.79 | 65.01 | 21.45 | 13.87 | 15.18 | 25.79 |
| Equity: Thematic-Consumption | 4.34 | 5.59 | 14.31 | 30.11 | 35.84 | 62.79 | 23.36 | 17.14 | 17.16 | 16.49 |
| Equity: Sectoral-Banking and Financial Services | 2.71 | 3.85 | 8.18 | 23.29 | 25.34 | 61.62 | 16.83 | 13.65 | 15.39 | 15.84 |
| Equity: ELSS | 3.58 | 4.82 | 13.38 | 28.39 | 35.94 | 60.12 | 21.27 | 15.56 | 16.33 | 16.3 |
| Equity: Flexi Cap | 3.41 | 4.56 | 13.76 | 28.8 | 35.65 | 59.77 | 21.76 | 15.7 | 15.71 | 17.47 |
| Equity: Focused | 3.17 | 4.52 | 13.77 | 27.66 | 34.94 | 59.21 | 21.44 | 15.71 | 15.81 | 21.59 |
| Index Fund | 2.83 | 4.31 | 13.05 | 25.89 | 32.95 | 57.12 | 20.17 | 16.24 | 14.0 | 21.32 |
| Equity: Large Cap | 3.16 | 4.32 | 13.85 | 26.09 | 30.75 | 53.25 | 20.22 | 14.81 | 14.68 | 17.43 |
| Fund of Funds-Domestic-Equity | 2.58 | 3.24 | 9.92 | 22.37 | 30.17 | 52.38 | 19.59 | 14.66 | 13.69 | 24.21 |
| Childrens Fund | 2.25 | 3.93 | 11.93 | 25.03 | 30.25 | 51.76 | 18.34 | 13.01 | 13.46 | 23.34 |
| ETFs | 2.37 | 3.57 | 10.32 | 21.22 | 25.39 | 47.58 | 17.05 | 14.19 | 10.89 | 17.81 |
| Equity: Thematic-MNC | 1.94 | 1.76 | 9.69 | 21.72 | 29.31 | 47.52 | 16.4 | 12.24 | 17.27 | 20.58 |
| Hybrid: Aggressive | 2.54 | 3.69 | 10.63 | 22.18 | 28.04 | 46.52 | 17.96 | 13.05 | 14.04 | 14.71 |
| Hybrid: Multi Asset Allocation | 1.86 | 3.12 | 7.91 | 18.34 | 22.94 | 35.72 | 16.59 | 11.53 | 11.37 | 14.42 |
| Fund of Funds-Domestic-Hybrid | 1.48 | 2.45 | 7.06 | 15.99 | 21.04 | 33.24 | 12.21 | 9.7 | 10.55 | 13.94 |
| Equity: Sectoral-Pharma and Healthcare | 0.77 | -0.53 | 2.29 | 18.19 | 20.84 | 30.56 | 27.47 | 13.5 | 17.83 | 24.31 |
| Retirement Fund | 1.55 | 2.3 | 7.46 | 15.39 | 17.21 | 29.39 | 14.22 | 10.84 | 9.72 | 13.85 |
| Equity: Thematic-International | 2.02 | -0.46 | 0.06 | 3.61 | 14.02 | 26.02 | 15.41 | 14.79 | 12.16 | 11.12 |
| Hybrid: Dynamic Asset Allocation | 1.42 | 2.12 | 6.5 | 12.83 | 15.49 | 25.55 | 12.45 | 9.97 | 12.27 | 11.59 |
| Fund of Funds-Overseas | 2.05 | -1.63 | -2.16 | 1.07 | 9.37 | 22.54 | 12.0 | 11.23 | 7.44 | 7.98 |
| Hybrid: Equity Savings | 1.11 | 1.73 | 5.15 | 10.5 | 13.19 | 21.48 | 10.5 | 8.14 | 8.45 | 8.77 |
| Fund of Funds-Domestic-Debt | 0.41 | 1.49 | 3.39 | 7.18 | 9.05 | 15.74 | 9.29 | 7.37 | 8.35 | 7.76 |
| Hybrid: Conservative | 0.82 | 1.6 | 4.69 | 8.67 | 9.94 | 15.56 | 9.33 | 7.1 | 8.94 | 8.46 |
| Debt: Credit Risk | 0.17 | 2.95 | 4.4 | 6.35 | 6.72 | 8.95 | 3.36 | 4.14 | 7.71 | 6.11 |
| Debt: Medium Duration | 0.1 | 0.41 | 1.89 | 4.18 | 5.09 | 7.29 | 5.69 | 5.59 | 7.84 | 6.69 |
| Debt: Low Duration | 0.12 | 1.12 | 1.92 | 2.95 | 3.95 | 5.23 | 4.56 | 5.32 | 6.87 | 6.57 |
| Debt: Short Duration | 0.13 | 1.12 | 2.32 | 3.4 | 3.59 | 5.0 | 6.66 | 6.22 | 7.7 | 6.96 |
| Debt: Floater | 0.18 | 0.31 | 1.46 | 2.81 | 3.38 | 4.97 | 7.57 | 7.1 | 8.01 | 5.61 |
| Debt: Dynamic Bond | 0.06 | 0.61 | 1.96 | 3.03 | 3.05 | 4.73 | 7.63 | 6.12 | 8.19 | 7.15 |
| Debt: Corporate Bond | 0.1 | 0.1 | 1.33 | 2.58 | 3.0 | 4.59 | 8.36 | 7.1 | 8.07 | 7.29 |
| Debt: Banking and PSU | 0.09 | 0.11 | 1.26 | 2.43 | 2.81 | 4.27 | 8.38 | 7.29 | 7.77 | 7.08 |
| Debt: Medium to Long Duration | - | 0.63 | 2.1 | 2.96 | 2.54 | 4.07 | 7.78 | 5.86 | 7.72 | 8.05 |
| Debt: Ultra Short Duration | 0.1 | 0.36 | 1.02 | 2.05 | 2.99 | 3.83 | 5.88 | 6.05 | 7.6 | 6.14 |
| Debt: Money Market | 0.09 | 0.23 | 0.88 | 1.78 | 2.75 | 3.51 | 5.94 | 6.26 | 7.52 | 6.11 |
| Debt: Gilt | 0.03 | 0.16 | 1.64 | 2.48 | 1.96 | 3.45 | 9.41 | 7.01 | 8.87 | 7.91 |
| Hybrid: Arbitrage | -0.08 | 0.13 | 0.7 | 1.71 | 2.66 | 3.38 | 4.54 | 4.99 | 6.62 | 5.45 |
| Debt: Liquid | 0.07 | 0.25 | 0.79 | 1.57 | 2.45 | 3.1 | 4.85 | 5.58 | 7.0 | 6.42 |
| Debt: Gilt Fund with 10 year constant duration | -0.12 | -0.21 | 1.32 | 2.04 | 1.55 | 3.02 | 10.83 | 8.48 | 9.7 | 8.33 |
| Debt: Overnight | 0.06 | 0.25 | 0.76 | 1.54 | 2.39 | 3.02 | 4.14 | 4.78 | 6.52 | 4.06 |
| Debt: Long Duration | -0.31 | -0.34 | 1.54 | 1.25 | 0.04 | 2.05 | 10.07 | 7.02 | 8.5 | 9.27 |
| Fund of Funds-Domestic-Gold | 1.37 | 0.44 | -1.31 | 1.25 | -6.43 | -8.26 | 12.97 | 7.79 | 4.42 | 5.32 |
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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