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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 (%)
Equity: Sectoral-Technology 0.21 2.9 5.54 13.48 21.03 39.14 12.3 18.27 15.15 14.61
Equity: Thematic-International 0.46 0.57 3.88 1.76 6.79 14.41 7.97 11.02 9.15 9.46
Fund of Funds-Overseas 0.09 0.73 0.22 -0.25 3.86 11.41 6.42 4.78 4.15 5.67
Equity: Thematic-Consumption -0.76 -0.48 -2.42 -4.13 -3.28 9.96 11.45 17.16 13.93 16.06
Index Fund -0.41 1.15 2.51 -0.6 2.47 9.82 8.77 13.43 10.27 11.44
Equity: Contra -0.84 -0.97 -3.44 -5.21 -3.57 9.14 10.2 18.6 14.12 14.39
Equity: Thematic-MNC -1.91 -1.03 -3.39 -5.82 -6.14 8.85 7.07 21.1 19.44 18.49
ETFs -0.3 0.26 1.23 -1.77 0.97 8.5 8.32 8.27 9.25 10.45
Equity: Large Cap -0.24 1.23 1.34 -1.85 0.32 7.06 7.82 15.13 12.2 12.86
Debt: FMP 0.15 0.66 1.77 3.58 3.94 6.81 7.21 7.97 7.84 7.98
Equity: Focused -0.15 0.55 0.23 -4.17 -2.66 6.81 9.8 18.08 12.68 11.58
Debt: Money Market 0.13 0.62 1.73 3.46 3.8 6.6 7.1 7.84 7.68 7.26
Debt: Liquid 0.13 0.58 1.68 3.27 3.62 6.43 6.77 7.56 7.09 6.69
Debt: Ultra Short Duration 0.14 0.65 1.65 3.44 3.75 6.38 7.39 8.21 7.77 6.97
Childrens Fund -0.3 0.23 -0.53 -2.4 -1.59 6.3 9.35 15.68 11.6 11.11
Debt: Low Duration 0.12 0.66 1.55 3.32 3.62 6.21 7.19 7.9 7.36 7.17
Hybrid: Arbitrage 0.08 0.58 1.4 2.97 3.31 5.93 6.15 7.1 7.16 6.41
Debt: Floater 0.11 0.68 1.44 3.15 3.44 5.79 7.4 8.04 7.65 7.59
Equity: Multi Cap -0.67 0.01 -1.43 -4.96 -3.56 5.6 8.65 18.05 14.44 14.57
Debt: Overnight 0.11 0.48 1.38 2.84 3.12 5.52 6.35 7.21 7.07 6.75
Debt: Credit Risk 0.12 0.76 1.15 2.71 3.05 5.35 8.19 8.8 7.75 8.26
Hybrid: Dynamic Asset Allocation -0.08 0.75 0.66 -0.08 1.14 5.25 7.24 13.97 12.48 9.88
Hybrid: Multi Asset Allocation -0.35 0.04 -0.3 -1.41 0.2 5.23 6.74 10.56 10.9 9.92
Equity: ELSS -0.85 -0.7 -2.7 -6.34 -5.02 5.22 8.98 18.22 13.53 14.02
Equity: Thematic-Others -1.33 -1.19 -4.33 -6.43 -5.62 4.85 7.36 16.32 14.66 12.9
Debt: Short Duration 0.12 0.72 1.14 2.6 2.85 4.66 7.24 8.01 8.01 7.34
Debt: Banking and PSU 0.12 0.78 1.12 2.5 2.77 4.54 7.36 8.06 7.15 7.7
Hybrid: Equity Savings -0.01 0.59 0.32 0.19 0.76 4.35 6.89 8.12 7.97 7.62
Debt: Medium Duration 0.14 0.79 0.92 2.35 2.62 4.27 7.76 8.46 7.97 8.13
Fund of Funds-Domestic -0.4 -0.46 -1.11 -0.62 0.7 4.21 6.97 8.18 10.03 7.92
Hybrid: Aggressive -0.53 -0.2 -1.48 -3.88 -2.58 4.11 7.75 15.11 12.41 11.79
Equity: Sectoral-Banking and Financial Services 0.18 0.26 2.84 -3.42 -0.01 4.06 11.78 18.76 16.82 17.08
Retirement Fund -0.5 -0.53 -1.74 -3.44 -2.42 4.02 8.99 14.81 10.27 13.32
Debt: Corporate Bond 0.11 0.78 0.93 2.23 2.45 3.91 6.92 7.64 7.59 7.22
Equity: Large and Mid Cap -0.69 -1.2 -3.86 -7.81 -6.77 3.82 9.36 18.79 13.39 15.59
Equity: Value -1.02 -1.59 -4.67 -8.98 -7.5 3.5 10.41 20.95 15.51 14.56
Equity: Dividend Yield -0.67 -1.51 -3.76 -7.8 -6.12 3.35 9.36 15.41 13.59 14.82
Hybrid: Conservative 0.01 0.55 0.07 -0.49 -0.1 2.75 6.67 8.93 8.36 8.32
Debt: Gilt Fund with 10 year constant duration 0.2 0.88 1.58 2.26 2.3 2.32 8.1 9.46 7.76 7.7
Equity: Mid Cap -1.21 -2.37 -7.44 -10.65 -10.67 1.65 8.54 23.32 16.47 15.29
Debt: Dynamic Bond 0.15 0.66 0.92 1.57 1.54 1.35 7.18 7.93 7.54 7.33
Debt: Medium to Long Duration 0.17 0.66 0.73 0.98 0.9 0.36 6.64 7.06 7.59 7.92
Debt: Long Duration 0.25 0.77 0.98 1.04 1.04 -0.21 7.33 7.68 8.54 5.86
Debt: Gilt 0.21 0.68 1.05 1.38 1.12 -0.83 7.31 7.86 7.96 7.67
Equity: Thematic-Energy -1.06 -3.83 -9.18 -13.66 -14.31 -2.46 18.12 23.46 12.9 12.57
Equity: Small Cap -3.37 -6.31 -13.74 -17.44 -17.01 -2.75 10.64 25.99 16.31 13.38
Equity: Sectoral-Infrastructure -2.36 -4.75 -13.1 -18.71 -18.53 -5.13 4.72 17.0 7.64 8.87
Equity: Sectoral-Pharma and Healthcare -2.07 -3.27 -3.9 -8.62 -8.42 -5.53 -5.69 10.96 16.31 6.35
Equity: Thematic-PSU 0.4 -4.35 -10.89 -18.23 -20.07 -13.48 2.51 10.11 - 3.01

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