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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 (%)
Debt: Gilt Fund with 10 year constant duration 0.68 -0.27 7.16 10.43 10.35 17.45 9.68 10.82 8.93 8.75
Debt: Long Duration 0.42 -0.95 7.12 10.47 10.2 17.22 8.23 9.66 8.1 12.46
Debt: Gilt 0.51 -0.32 6.07 8.86 9.23 14.33 7.56 9.6 8.31 8.14
Debt: Banking and PSU 0.4 0.73 3.66 5.8 6.82 10.0 7.55 8.2 7.44 7.73
Debt: Medium to Long Duration 0.5 0.03 3.38 5.59 5.84 9.37 5.85 7.85 7.42 8.27
Debt: Dynamic Bond 0.42 0.07 3.28 5.4 5.77 9.34 6.4 8.3 7.98 7.7
Debt: Floater 0.18 0.7 2.27 4.45 5.55 8.24 7.28 7.82 7.85 6.97
Debt: Money Market 0.13 0.69 2.07 4.02 5.19 7.67 7.08 7.55 13.45 6.83
Fund of Funds-Domestic -0.11 0.65 4.11 4.84 5.92 7.08 5.6 6.88 8.87 7.98
Debt: Ultra Short Duration 0.19 0.75 1.85 3.64 4.78 6.72 6.75 7.51 9.48 6.96
Debt: Liquid 0.11 0.5 1.59 3.28 4.27 6.68 6.6 7.17 9.93 6.87
Hybrid: Arbitrage 0.04 0.53 1.61 3.29 4.1 6.09 5.9 6.52 7.07 6.3
Debt: Overnight 0.1 0.45 1.38 2.84 3.72 5.94 5.88 6.59 7.0 3.04
Debt: Corporate Bond 0.33 0.76 0.18 2.37 3.2 5.67 5.69 7.23 7.01 7.33
Debt: Medium Duration 0.32 0.38 0.71 2.3 2.85 5.16 6.12 7.71 7.65 7.66
Debt: Short Duration -0.11 0.35 -0.37 1.56 2.44 4.95 5.89 7.19 7.46 7.18
Fund of Funds-Overseas 0.36 -0.82 5.6 1.1 13.8 3.46 5.55 2.89 4.74 5.13
Debt: Low Duration -0.05 0.53 -2.7 -0.96 0.09 2.74 5.4 6.42 8.9 6.78
Equity: Thematic-International 0.31 0.06 3.64 2.95 13.9 1.89 9.56 7.51 8.94 9.09
Hybrid: Conservative -0.02 -0.64 -0.78 2.17 1.87 1.74 4.99 7.11 7.79 8.22
ETFs -0.74 -2.55 -1.36 2.94 2.54 0.91 7.64 6.62 9.57 3.96
Debt: Credit Risk -0.13 0.13 -2.47 -1.34 -0.82 0.52 4.6 7.32 7.07 6.73
Hybrid: Equity Savings -0.34 -1.28 -1.31 2.36 1.7 0.28 5.0 6.24 7.1 5.02
Hybrid: Multi Asset Allocation -0.59 -1.84 -0.38 3.04 1.68 0.14 4.76 6.31 9.6 9.79
Equity: Sectoral-Technology 0.95 0.5 1.79 0.38 6.77 -0.13 13.91 10.38 15.07 13.07
Hybrid: Dynamic Asset Allocation -0.36 -1.38 -2.13 1.79 0.72 -1.21 5.76 7.2 10.55 6.94
Retirement Fund -0.41 -2.38 -1.98 2.01 0.17 -1.74 6.03 9.25 8.41 6.01
Equity: Sectoral-Banking and Financial Services -1.11 -5.97 -7.07 5.81 2.43 -4.72 9.51 11.79 14.54 13.24
Hybrid: Aggressive -0.52 -2.68 -3.94 1.62 -0.58 -5.24 5.31 7.65 10.42 8.82
Childrens Fund -0.5 -2.41 -3.53 1.66 -0.4 -5.32 5.31 7.42 10.48 8.35
Equity: Large Cap -0.96 -3.83 -5.31 2.34 0.2 -6.36 6.53 7.9 10.86 11.45
Index Fund -1.11 -4.22 -5.94 0.91 -1.04 -7.32 7.88 7.01 9.26 8.5
Equity: Multi Cap -0.91 -3.66 -5.46 1.36 -1.72 -8.36 5.88 8.41 11.93 10.93
Equity: Focused -0.94 -4.19 -5.9 2.5 -0.84 -8.54 6.59 8.42 11.39 8.86
Equity: ELSS -1.01 -4.09 -6.08 0.88 -2.88 -9.26 6.08 8.37 11.7 11.04
Equity: Large and Mid Cap -0.97 -3.93 -5.56 1.3 -3.06 -10.15 5.79 8.71 11.41 12.55
Equity: Contra -1.02 -4.62 -7.23 -1.33 -4.67 -11.26 6.17 8.36 10.77 12.63
Equity: Thematic-Others -0.88 -3.7 -5.86 -0.7 -3.65 -11.36 3.5 6.68 11.38 6.05
Equity: Thematic-Consumption -0.57 -1.41 -5.08 -0.36 -5.32 -11.49 7.1 10.03 12.86 8.98
Equity: Thematic-PSU -2.22 -9.14 -8.82 3.19 -5.44 -11.86 -0.89 2.27 - 2.02
Equity: Sectoral-Pharma and Healthcare -0.92 -1.48 -2.69 -3.56 -5.98 -11.95 -4.98 1.84 14.38 2.59
Equity: Thematic-MNC -0.41 -1.25 -5.78 -3.7 -8.2 -12.2 3.93 10.03 16.44 11.66
Equity: Dividend Yield -0.76 -3.55 -5.95 -2.1 -5.01 -12.46 4.85 6.05 10.73 9.88
Equity: Sectoral-Infrastructure -1.97 -7.3 -9.11 1.51 -6.09 -12.78 2.36 4.99 5.6 7.36
Equity: Value -1.23 -5.3 -8.17 -2.34 -6.85 -14.24 3.85 8.03 11.99 9.68
Equity: Mid Cap -1.17 -4.17 -7.05 -1.42 -7.53 -14.35 3.21 8.94 14.73 11.38
Equity: Thematic-Energy -1.25 -7.25 -11.02 -2.21 -7.88 -14.61 3.38 9.33 9.94 8.39
Equity: Small Cap -0.91 -5.65 -9.3 -2.79 -9.38 -17.74 2.54 9.25 13.2 5.87

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