UTI MF Buddy App February 2024 728x90

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: Thematic-PSU -0.63 15.49 41.11 55.94 18.02 93.66 39.73 27.65 18.38 27.66
Equity: Sectoral-Infrastructure 1.48 8.6 21.97 31.4 9.79 63.19 32.31 25.94 20.29 12.87
Equity: Sectoral-Pharma and Healthcare 0.95 8.05 19.65 26.44 12.24 58.75 19.95 24.99 15.88 19.44
Equity: Thematic-Manufacturing 1.07 10.16 21.82 30.71 10.25 52.81 30.04 24.94 - 25.18
Equity: Small Cap 0.35 4.56 11.23 21.35 4.79 50.97 30.27 27.67 23.1 21.09
Equity: Mid Cap 0.48 6.26 14.07 22.14 5.79 48.97 24.76 23.54 20.95 21.1
Equity: Value 0.71 7.2 17.92 25.33 7.19 47.65 23.11 20.29 19.35 18.23
Equity: Dividend Yield 0.39 7.43 18.39 26.15 7.19 46.59 25.85 21.41 17.23 20.23
Equity: Contra 0.24 7.08 17.87 25.0 6.59 46.01 24.24 22.68 19.06 15.77
Equity: Multi Cap 0.59 6.08 14.72 21.5 5.88 45.56 23.97 22.38 19.08 22.42
Equity: Thematic-Quantitative 0.52 6.69 17.2 24.32 6.35 43.45 15.94 20.06 15.18 21.02
Equity: Thematic-Others 1.09 7.0 16.13 22.9 6.84 42.94 21.63 21.25 17.51 23.83
Equity: Thematic-Energy -0.41 9.16 19.54 26.79 6.78 42.06 23.12 23.41 21.14 16.13
Equity: Large and Mid Cap 0.76 6.48 14.87 20.86 5.62 41.89 21.2 20.26 18.05 16.75
Equity: Flexi Cap 0.94 5.83 14.3 19.67 5.09 39.27 18.88 18.46 17.3 18.49
Equity: ELSS 0.92 5.82 14.38 19.88 5.0 38.27 19.1 18.6 17.25 16.72
Equity: Focused 0.98 5.49 13.48 18.37 4.52 36.41 17.77 18.2 16.91 16.42
Equity: Thematic-Consumption 0.92 4.12 9.11 15.81 2.66 36.22 20.09 18.21 17.4 15.39
Equity: Sectoral-Technology -0.04 4.67 16.63 23.71 7.7 36.2 21.1 24.35 17.91 18.14
Fund of Funds-Domestic-Equity 0.74 5.79 13.28 18.22 4.73 34.18 16.72 17.66 14.46 14.76
Equity: Large Cap 1.07 5.89 14.74 18.4 4.65 34.15 16.14 16.58 15.12 14.92
Equity: Thematic-ESG 1.05 5.49 13.45 18.04 4.51 33.72 17.07 16.21 15.3 19.04
Equity: Sectoral-Banking and Financial Services 0.53 4.43 11.21 14.37 1.64 30.02 13.75 14.69 17.04 15.85
Hybrid: Aggressive 0.84 4.61 11.31 15.16 4.19 29.49 15.99 15.6 14.47 13.53
Equity: Thematic-MNC - 3.26 7.06 10.32 1.97 28.84 15.18 13.11 16.14 19.18
Childrens Fund 0.82 3.94 9.29 12.78 2.56 28.49 15.86 14.36 14.09 13.62
Hybrid: Multi Asset Allocation 0.61 4.19 10.06 13.38 3.78 27.84 16.48 17.18 12.89 11.8
Retirement Fund 0.64 3.48 8.69 11.73 3.02 24.91 12.22 12.35 11.8 12.26
Fund of Funds-Domestic-Hybrid 0.49 3.33 8.81 12.59 3.04 24.86 14.22 13.09 12.22 12.76
Hybrid: Dynamic Asset Allocation 0.6 3.74 9.78 13.35 3.64 23.74 11.92 12.24 12.21 12.27
Fund of Funds-Overseas 0.49 3.59 7.21 10.63 2.02 19.64 2.91 8.24 5.58 7.88
Hybrid: Equity Savings 0.4 2.16 5.6 8.05 2.23 16.25 9.27 9.51 8.42 8.23
Equity: Thematic-International 0.89 3.8 7.94 10.48 2.54 15.55 4.32 9.9 9.1 9.95
Equity: Sectoral-FMCG 1.13 -1.17 -0.06 1.24 -4.8 14.8 18.88 14.51 14.74 16.51
Hybrid: Conservative 0.35 1.88 4.75 6.9 2.06 13.36 8.96 8.49 8.82 8.72
Fund of Funds-Domestic-Debt 0.21 1.71 4.36 6.79 2.09 13.15 10.02 10.86 8.12 7.54
Fund of Funds-Domestic-Gold 0.14 -0.84 0.73 5.13 -2.22 9.3 8.51 11.85 5.94 6.07
Debt: Long Duration 0.09 2.44 4.36 5.02 3.21 9.16 4.78 7.09 7.72 9.03
Debt: Gilt Fund with 10 year constant duration 0.25 1.28 2.99 4.06 1.75 8.74 4.69 7.4 8.59 7.47
Debt: Gilt 0.18 1.58 3.17 4.27 2.08 8.53 5.13 7.12 8.21 7.52
Debt: Credit Risk 0.14 0.65 1.91 4.13 1.18 8.32 9.48 4.95 6.62 6.41
Debt: Dynamic Bond 0.19 1.44 2.91 4.03 1.92 8.03 5.41 6.5 7.53 6.8
Debt: Medium to Long Duration 0.18 1.24 2.7 3.69 1.66 7.76 5.17 6.06 6.95 7.73
Debt: Floater 0.16 0.66 1.84 3.46 1.11 7.63 5.44 6.45 7.21 6.39
Fund of Funds-Domestic-Gold and Silver -0.35 -0.85 -1.58 1.05 -3.23 7.55 - - - 15.51
Debt: Medium Duration 0.18 0.87 2.2 3.54 1.32 7.53 6.07 5.76 7.61 6.61
Hybrid: Arbitrage 0.18 0.58 2.0 3.75 1.34 7.29 5.11 4.97 5.88 5.51
Debt: Corporate Bond 0.2 0.78 2.01 3.46 1.21 7.29 5.19 6.72 7.5 6.77
Debt: Banking and PSU 0.2 0.83 2.06 3.5 1.25 7.28 5.14 6.66 7.28 6.51
Debt: Money Market 0.17 0.62 1.77 3.45 1.09 7.2 5.19 5.73 6.69 6.28
Debt: Short Duration 0.2 0.73 2.02 3.43 1.16 7.13 5.44 6.01 6.97 6.73
Debt: Liquid 0.15 0.61 1.81 3.53 1.1 7.08 5.12 5.03 6.31 6.39
Debt: Low Duration 0.17 0.6 1.74 3.31 1.05 7.01 5.32 5.55 6.66 6.48
Debt: Ultra Short Duration 0.16 0.6 1.7 3.32 1.05 6.85 5.08 5.45 6.54 6.06
Debt: Overnight 0.13 0.55 1.68 3.37 1.01 6.68 4.95 4.65 5.8 4.88
Fund of Funds-Domestic-Silver -1.43 -0.77 -4.27 -4.03 -4.75 5.85 - - - 3.46

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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