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 | 2.77 | 7.32 | -3.7 | -0.93 | 8.1 | 18.15 | 11.3 | 12.48 | 12.47 | 14.15 |
| Debt: Gilt Fund with 10 year constant duration | -0.14 | 0.59 | 0.1 | 9.29 | 10.78 | 16.75 | 9.03 | 10.08 | 8.97 | 8.6 |
| Debt: Long Duration | -0.12 | 0.32 | -1.23 | 8.5 | 9.87 | 16.47 | 7.33 | 9.13 | 8.07 | 11.3 |
| Debt: Gilt | -0.07 | 0.43 | 0.03 | 7.8 | 9.51 | 13.79 | 6.87 | 9.2 | 8.36 | 8.06 |
| Equity: Thematic-Consumption | 3.3 | 9.23 | 6.34 | 2.04 | 4.32 | 13.66 | 10.17 | 11.8 | 12.87 | 12.24 |
| Equity: Focused | 2.75 | 7.22 | 0.84 | -0.28 | 6.82 | 11.91 | 8.81 | 10.03 | 10.61 | 10.35 |
| Equity: Large Cap | 2.82 | 6.92 | 0.22 | 0.19 | 6.68 | 11.53 | 8.78 | 9.37 | 10.08 | 12.32 |
| Equity: Thematic-PSU | 3.46 | 6.25 | -1.94 | -1.23 | 4.15 | 11.37 | 1.59 | 4.25 | - | 3.01 |
| Debt: Banking and PSU | 0.23 | 0.54 | 1.82 | 5.3 | 7.96 | 10.51 | 7.32 | 8.07 | 7.57 | 7.76 |
| ETFs | 2.44 | 4.53 | 0.32 | 1.03 | 6.82 | 10.36 | 9.96 | 7.7 | 8.85 | 6.13 |
| Fund of Funds-Domestic | 0.88 | 1.91 | 3.16 | 5.99 | 8.51 | 10.35 | 6.55 | 7.38 | 8.49 | 8.17 |
| Equity: Multi Cap | 2.74 | 6.56 | 0.67 | -0.65 | 5.08 | 10.05 | 7.71 | 9.61 | 11.17 | 12.36 |
| Index Fund | 3.38 | 6.48 | -0.37 | -1.81 | 5.32 | 9.91 | 10.67 | 8.64 | 8.54 | 8.93 |
| Childrens Fund | 2.34 | 5.1 | 1.1 | 0.04 | 4.82 | 9.52 | 6.89 | 8.24 | 9.93 | 9.55 |
| Debt: Medium to Long Duration | -0.03 | 0.27 | 0.34 | 4.43 | 6.2 | 9.34 | 5.23 | 7.46 | 7.42 | 8.22 |
| Debt: Dynamic Bond | 0.05 | 0.32 | 0.55 | 4.43 | 6.27 | 9.29 | 5.84 | 7.96 | 8.0 | 7.66 |
| Equity: Large and Mid Cap | 2.59 | 6.17 | -0.02 | -1.46 | 3.49 | 8.78 | 7.35 | 9.92 | 10.59 | 13.52 |
| Debt: Floater | 0.21 | 0.63 | 1.94 | 4.27 | 6.86 | 8.72 | 7.2 | 7.8 | 7.9 | 7.19 |
| Hybrid: Multi Asset Allocation | 1.75 | 3.42 | 1.18 | 2.47 | 5.88 | 8.67 | 6.06 | 7.11 | 9.16 | 10.09 |
| Equity: ELSS | 2.77 | 6.32 | -0.04 | -1.82 | 3.41 | 8.66 | 7.72 | 9.67 | 10.91 | 12.07 |
| Hybrid: Aggressive | 2.12 | 4.92 | 0.38 | -0.46 | 4.27 | 8.14 | 6.4 | 8.47 | 9.81 | 10.23 |
| Debt: Money Market | 0.16 | 0.58 | 1.89 | 3.96 | 6.42 | 7.89 | 7.1 | 7.52 | 16.37 | 7.0 |
| Equity: Thematic-MNC | 3.18 | 6.31 | 5.43 | 0.03 | 1.02 | 7.79 | 6.97 | 11.43 | 15.89 | 13.2 |
| Debt: Ultra Short Duration | 0.16 | 3.51 | 2.03 | 3.68 | 6.11 | 7.6 | 6.74 | 7.47 | 9.54 | 7.11 |
| Retirement Fund | 1.28 | 2.85 | -0.45 | 0.18 | 3.47 | 7.59 | 6.47 | 9.62 | 8.28 | 7.16 |
| Hybrid: Dynamic Asset Allocation | 1.48 | 3.66 | 1.16 | 1.0 | 4.29 | 6.94 | 6.83 | 7.7 | 9.92 | 8.13 |
| Debt: Corporate Bond | 0.23 | 0.58 | 1.88 | 1.87 | 4.3 | 6.7 | 5.4 | 6.89 | 7.06 | 7.42 |
| Debt: Liquid | 0.11 | 0.45 | 1.42 | 3.11 | 5.14 | 6.69 | 6.54 | 7.07 | 9.91 | 6.9 |
| Hybrid: Conservative | 0.72 | 1.76 | 0.79 | 0.99 | 3.77 | 6.63 | 4.95 | 7.14 | 7.73 | 8.33 |
| Hybrid: Equity Savings | 1.13 | 2.39 | 0.35 | 1.07 | 4.27 | 6.3 | 5.51 | 6.74 | 7.13 | 5.91 |
| Hybrid: Arbitrage | 0.09 | 0.5 | 1.39 | 3.27 | 4.94 | 5.95 | 5.82 | 6.49 | 7.08 | 6.15 |
| Debt: Overnight | 0.09 | 0.4 | 1.29 | 2.75 | 4.51 | 5.76 | 5.75 | 6.48 | 7.03 | 3.46 |
| Debt: Medium Duration | 0.09 | 0.29 | 1.03 | 1.52 | 3.5 | 5.68 | 5.63 | 7.41 | 7.62 | 7.59 |
| Debt: Short Duration | 0.21 | 1.3 | 1.43 | 1.16 | 3.49 | 5.54 | 5.64 | 7.06 | 7.5 | 7.21 |
| Equity: Thematic-International | 3.15 | 0.58 | 3.35 | 3.41 | 17.76 | 5.47 | 11.67 | 9.19 | 8.66 | 9.65 |
| Equity: Thematic-Others | 2.93 | 5.91 | 1.14 | -1.8 | 3.32 | 5.18 | 5.53 | 8.08 | 10.86 | 8.81 |
| Equity: Sectoral-Infrastructure | 1.87 | 4.32 | -4.55 | -6.5 | -1.01 | 5.12 | 3.78 | 6.6 | 5.43 | 7.75 |
| Equity: Contra | 2.31 | 4.69 | -2.1 | -5.68 | 0.47 | 4.44 | 7.68 | 9.4 | 9.93 | 12.91 |
| Equity: Mid Cap | 1.92 | 4.87 | -0.74 | -4.7 | -1.64 | 4.29 | 4.14 | 9.72 | 13.55 | 12.39 |
| Debt: Low Duration | 0.19 | 0.67 | 1.36 | -1.41 | 0.95 | 2.78 | 5.2 | 6.29 | 8.88 | 6.76 |
| Equity: Sectoral-Technology | 0.7 | -1.79 | -1.32 | -0.94 | 6.92 | 2.49 | 15.03 | 9.63 | 14.25 | 12.78 |
| Equity: Thematic-Energy | 3.04 | 6.97 | 0.73 | -3.0 | 2.49 | 2.4 | 5.24 | 12.33 | 9.63 | 10.14 |
| Equity: Dividend Yield | 2.42 | 3.64 | 0.2 | -3.6 | 0.51 | 2.13 | 5.74 | 6.86 | 9.73 | 11.39 |
| Fund of Funds-Overseas | 2.82 | -0.76 | 2.06 | 3.23 | 16.19 | 1.96 | 7.67 | 5.41 | 4.93 | 5.37 |
| Debt: Credit Risk | 0.14 | 0.35 | 0.53 | -2.16 | -0.41 | 1.34 | 4.04 | 6.92 | 7.2 | 6.62 |
| Equity: Value | 2.56 | 4.5 | -3.23 | -6.63 | -2.2 | 1.15 | 4.75 | 8.99 | 10.95 | 10.6 |
| Equity: Small Cap | 1.38 | 2.42 | -2.86 | -8.07 | -4.44 | -1.6 | 2.77 | 9.54 | 12.46 | 7.86 |
| Equity: Sectoral-Pharma and Healthcare | 3.03 | -0.31 | -0.83 | -6.2 | -3.43 | -6.3 | -4.03 | 1.64 | 12.62 | 4.06 |
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