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 (%) |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund of Funds-Domestic-Silver | -1.14 | 8.2 | -1.35 | 59.67 | 15.3 | 161.24 | 51.57 | - | - | 50.96 |
| Fund of Funds-Domestic-Gold and Silver | -0.96 | 5.73 | -1.69 | 40.79 | 16.62 | 99.06 | 42.11 | - | - | 46.57 |
| Fund of Funds-Domestic-Gold | -0.98 | 3.73 | -2.02 | 23.48 | 16.18 | 61.05 | 35.43 | 24.58 | 16.79 | 22.67 |
| Fund of Funds-Overseas | 1.76 | 6.06 | 13.84 | 23.42 | 20.54 | 50.44 | 27.14 | 13.73 | 12.9 | 14.71 |
| Equity: Thematic-International | 1.26 | 5.47 | 6.91 | 16.15 | 13.83 | 32.85 | 19.07 | 10.53 | 12.75 | 11.25 |
| Equity: Thematic-Energy | 2.38 | 0.81 | 4.29 | 10.46 | 9.1 | 14.1 | 22.29 | 16.32 | 17.91 | 12.25 |
| Equity: Thematic-Transportation | 3.47 | 1.97 | -2.7 | -2.64 | -3.18 | 13.17 | 21.09 | 17.94 | 12.55 | 15.48 |
| Hybrid: Multi Asset Allocation | 0.74 | 0.96 | -0.8 | 3.15 | 1.46 | 12.85 | 16.97 | 14.48 | 13.12 | 12.29 |
| Equity: Thematic-Manufacturing | 2.94 | 3.59 | 6.28 | 6.84 | 7.33 | 12.17 | 23.73 | 19.13 | 16.27 | 11.17 |
| Equity: Thematic-Active-Momentum | 3.49 | 4.67 | 5.29 | 4.78 | 4.35 | 11.47 | - | - | - | 10.79 |
| Equity: Sectoral-Pharma and Healthcare | -0.58 | 5.61 | 7.57 | 6.03 | 8.07 | 10.94 | 24.57 | 13.86 | 13.55 | 14.72 |
| Equity: Thematic-PSU | 2.04 | -1.88 | -0.28 | 4.77 | 4.57 | 8.39 | 27.87 | 23.73 | 16.57 | 14.29 |
| Equity: Mid Cap | 1.65 | 2.39 | 4.32 | 1.34 | 2.54 | 8.05 | 20.83 | 17.36 | 16.46 | 16.68 |
| Equity: Sectoral-Infrastructure | 3.05 | 1.62 | 5.72 | 5.16 | 6.78 | 8.04 | 22.71 | 20.91 | 16.67 | 12.93 |
| Equity: Thematic-Special-Opportunities | 2.35 | 2.98 | 5.3 | 1.23 | 1.87 | 7.8 | 20.46 | 14.92 | - | 7.27 |
| Fund of Funds-Domestic-Hybrid | 0.92 | 0.84 | -0.31 | 1.1 | 0.52 | 7.4 | 13.96 | 11.95 | 11.18 | 10.46 |
| Debt: Credit Risk | 0.21 | 0.45 | 1.67 | 3.5 | 3.16 | 6.95 | 8.6 | 9.11 | 6.37 | 6.81 |
| Equity: Thematic-MNC | 2.14 | 2.08 | 2.58 | 1.67 | 1.76 | 6.92 | 10.83 | 9.85 | 9.89 | 13.02 |
| Equity: Small Cap | 2.09 | 2.74 | 8.08 | 3.03 | 4.64 | 6.73 | 18.64 | 17.47 | 17.12 | 15.08 |
| Debt: Liquid | 0.11 | 0.44 | 1.57 | 3.04 | 2.5 | 6.02 | 6.75 | 5.92 | 5.94 | 6.29 |
| Debt: FMP | 0.1 | 0.42 | 1.44 | 2.83 | 2.3 | 5.78 | 6.63 | 5.97 | 6.1 | 7.23 |
| Equity: Thematic-Innovation | 2.32 | 2.69 | 6.1 | -1.59 | -0.07 | 5.75 | 19.59 | 13.91 | - | 10.75 |
| Hybrid: Arbitrage | -0.03 | 0.26 | 1.11 | 2.69 | 2.1 | 5.65 | 6.61 | 5.74 | 5.56 | 5.3 |
| Debt: Money Market | -0.02 | 0.06 | 1.03 | 2.39 | 1.88 | 5.61 | 6.83 | 6.02 | 6.32 | 6.16 |
| Debt: Ultra Short Duration | 0.02 | 0.14 | 1.15 | 2.41 | 1.96 | 5.5 | 6.58 | 5.81 | 6.05 | 6.3 |
| Debt: Overnight | 0.1 | 0.42 | 1.23 | 2.51 | 2.03 | 5.24 | 6.11 | 5.49 | 5.37 | 5.31 |
| Debt: Low Duration | 0.03 | 0.02 | 0.87 | 2.06 | 1.66 | 5.23 | 6.69 | 5.93 | 6.3 | 6.55 |
| Debt: Floater | 0.07 | -0.03 | 0.64 | 1.85 | 1.56 | 4.7 | 7.16 | 6.19 | 6.88 | 6.74 |
| Fund of Funds-Income Plus Arbitrage | 0.1 | 0.04 | 0.61 | 1.73 | 1.42 | 4.45 | 8.58 | 7.51 | 7.87 | 5.11 |
| Equity: Multi Cap | 1.86 | 2.02 | 2.69 | -1.13 | -0.11 | 4.2 | 17.58 | 14.86 | 15.11 | 12.66 |
| Debt: Medium Duration | 0.27 | -0.04 | 0.23 | 1.37 | 1.22 | 4.01 | 6.78 | 6.47 | 6.43 | 6.96 |
| Equity: Thematic-Others | 1.95 | 1.22 | 1.11 | -0.69 | -1.05 | 3.96 | 16.44 | 14.36 | 14.15 | 8.06 |
| Debt: Short Duration | 0.17 | -0.12 | 0.25 | 1.1 | 0.97 | 3.73 | 6.49 | 5.86 | 6.43 | 6.81 |
| Hybrid: Equity Savings | 0.43 | 0.2 | -0.05 | -0.25 | -0.26 | 3.52 | 8.83 | 7.83 | 7.88 | 7.61 |
| Equity: Large and Mid Cap | 1.77 | 1.14 | 0.71 | -2.23 | -1.44 | 3.48 | 16.82 | 14.55 | 14.39 | 12.96 |
| Equity: Thematic-Quantitative | 2.17 | 1.27 | -1.16 | -1.88 | -2.38 | 3.42 | 15.36 | 13.72 | 14.26 | 8.92 |
| Debt: Corporate Bond | 0.23 | -0.16 | 0.15 | 0.92 | 0.85 | 3.41 | 6.6 | 5.69 | 6.8 | 6.86 |
| Debt: Banking and PSU | 0.2 | -0.14 | 0.21 | 0.96 | 0.86 | 3.35 | 6.46 | 5.67 | 6.81 | 6.91 |
| Equity: Sectoral-Banking and Financial Services | 1.55 | -0.79 | -3.82 | -4.58 | -4.19 | 3.2 | 13.07 | 11.77 | 13.09 | 9.91 |
| Equity: Value | 1.82 | 0.59 | -0.31 | -2.14 | -2.12 | 3.06 | 16.76 | 14.55 | 14.15 | 14.51 |
| Equity: Thematic-Business-Cycle | 2.05 | 1.28 | 1.57 | -2.31 | -1.26 | 2.7 | 15.38 | 16.52 | 13.77 | 9.24 |
| Fund of Funds-Domestic-Debt | 0.26 | -0.52 | -0.51 | 0.34 | 0.19 | 2.52 | 6.63 | 6.12 | 7.03 | 6.48 |
| Equity: Dividend Yield | 1.33 | 0.62 | -1.4 | -2.18 | -2.21 | 2.51 | 16.44 | 15.32 | 14.74 | 11.65 |
| Fund of Funds-Domestic-Equity | 1.84 | 1.63 | 2.37 | -1.69 | -0.21 | 2.26 | 15.63 | 14.18 | 14.17 | 8.97 |
| Equity: Focused | 1.76 | 1.2 | -0.15 | -3.25 | -2.63 | 1.81 | 14.02 | 12.44 | 13.39 | 13.5 |
| Hybrid: Balanced | 0.98 | 0.59 | 0.19 | -2.15 | -1.41 | 1.67 | - | - | - | 9.89 |
| Hybrid: Conservative | 0.44 | -0.12 | -0.54 | -0.52 | -0.42 | 1.66 | 7.63 | 7.38 | 7.38 | 8.38 |
| Retirement Fund | 1.05 | 0.36 | -0.28 | -2.03 | -1.63 | 1.57 | 11.07 | 9.4 | 10.28 | 10.18 |
| Childrens Fund | 1.22 | 0.49 | - | -3.28 | -2.47 | 1.52 | 11.57 | 10.79 | 10.28 | 11.67 |
| Equity: Flexi Cap | 1.77 | 0.96 | 0.05 | -3.74 | -2.72 | 1.5 | 14.21 | 12.46 | 13.73 | 11.8 |
| Hybrid: Aggressive | 1.24 | 0.17 | -0.83 | -3.08 | -2.66 | 1.36 | 12.56 | 11.18 | 11.58 | 12.27 |
| Hybrid: Dynamic Asset Allocation | 0.96 | 0.17 | -0.83 | -2.71 | -2.38 | 1.2 | 10.28 | 8.75 | 9.65 | 8.6 |
| Debt: Gilt Fund with 10 year constant duration | 0.61 | 0.18 | -0.58 | 0.21 | 0.28 | 0.91 | 6.29 | 5.21 | 7.38 | 7.2 |
| Debt: Dynamic Bond | 0.25 | -0.12 | -0.11 | 0.57 | 0.53 | 0.81 | 5.86 | 5.42 | 6.42 | 6.68 |
| Debt: Medium to Long Duration | 0.28 | -0.15 | -0.37 | 0.27 | 0.29 | 0.68 | 5.53 | 5.15 | 5.94 | 7.34 |
| Equity: Contra | 1.46 | 0.31 | -3.18 | -5.56 | -5.65 | 0.03 | 16.67 | 15.55 | 15.63 | 14.72 |
| SIF - Equity Long Short | 1.28 | 0.69 | 2.62 | 1.45 | -1.24 | - | - | - | - | 0.31 |
| SIF - Hybrid Long Short | 0.72 | 0.75 | 1.33 | 3.21 | 1.72 | - | - | - | - | 1.99 |
| Equity: ELSS | 1.56 | 0.08 | -0.83 | -4.49 | -3.68 | -0.19 | 14.08 | 12.57 | 13.83 | 13.56 |
| Equity: Thematic-Multi-Sector | 1.53 | 0.62 | -1.62 | -4.01 | -3.98 | -0.43 | - | - | - | -15.8 |
| Equity: Large Cap | 1.62 | -0.22 | -3.41 | -6.17 | -5.73 | -1.16 | 11.97 | 10.74 | 11.97 | 11.75 |
| Debt: Gilt | 0.33 | -0.23 | -0.74 | -0.06 | -0.18 | -1.6 | 5.17 | 4.79 | 6.6 | 6.63 |
| Equity: Thematic-ESG | 1.89 | 1.2 | -1.06 | -5.74 | -4.82 | -1.98 | 12.25 | 10.59 | 11.85 | 10.85 |
| Debt: Long Duration | 0.46 | -0.36 | -1.05 | -0.42 | -0.58 | -2.33 | 4.91 | 4.61 | 6.43 | 5.47 |
| Equity: Thematic-Consumption | 1.11 | -0.21 | -0.21 | -7.05 | -6.21 | -2.95 | 11.59 | 12.51 | 13.64 | 6.28 |
| Equity: Sectoral-Technology | 0.7 | 3.09 | 2.94 | -14.63 | -14.3 | -10.12 | 8.58 | 8.28 | 14.63 | 5.58 |
| Equity: Sectoral-FMCG | -0.42 | -2.13 | -3.78 | -11.04 | -10.25 | -12.41 | 0.16 | 8.27 | 9.88 | 14.77 |
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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