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 | -1.53 | 2.13 | 14.16 | 3.21 | 15.89 | 21.41 | 16.22 | 10.79 | 13.49 | 14.61 |
| Equity: Thematic-International | -0.59 | 1.25 | 5.72 | 12.8 | 21.22 | 15.69 | 11.86 | 7.28 | 7.24 | 9.17 |
| Fund of Funds-Overseas | -0.07 | 1.41 | 3.39 | 11.67 | 20.58 | 14.78 | 8.74 | 5.26 | 4.95 | 5.8 |
| Equity: Focused | -1.25 | -0.54 | 9.45 | 2.15 | 9.59 | 13.48 | 12.07 | 8.2 | 10.76 | 11.09 |
| Equity: Large Cap | -1.19 | -0.72 | 8.48 | 1.68 | 9.24 | 12.39 | 11.99 | 7.55 | 10.32 | 12.4 |
| Equity: Thematic-PSU | -2.9 | -4.65 | 7.91 | -1.73 | 5.92 | 12.0 | 1.02 | 5.77 | 5.95 | 3.15 |
| Debt: Gilt Fund with 10 year constant duration | -1.18 | -0.57 | -0.07 | 4.65 | 10.7 | 11.83 | 7.73 | 9.31 | 8.91 | 8.44 |
| Fund of Funds-Domestic | -0.4 | -0.08 | 2.72 | 5.88 | 9.56 | 11.28 | 7.59 | 6.92 | 8.48 | 8.2 |
| Debt: Long Duration | -1.08 | -0.48 | -0.41 | 3.55 | 9.94 | 11.16 | 5.71 | 8.05 | 7.94 | 10.69 |
| Index Fund | -1.51 | -0.74 | 8.45 | 1.18 | 8.02 | 11.15 | 13.36 | 7.2 | 8.96 | 9.65 |
| ETFs | -1.54 | -0.9 | 6.06 | 2.0 | 7.91 | 10.99 | 10.73 | 7.63 | 8.65 | 7.15 |
| Equity: Multi Cap | -1.13 | -0.48 | 8.61 | 1.66 | 7.51 | 10.69 | 10.81 | 7.46 | 11.28 | 12.74 |
| Equity: Large and Mid Cap | -1.14 | 0.18 | 9.41 | 1.95 | 6.88 | 10.61 | 10.78 | 8.01 | 10.77 | 13.35 |
| Debt: Gilt | -0.91 | -0.37 | -0.04 | 3.96 | 9.62 | 10.43 | 5.16 | 8.02 | 8.26 | 7.93 |
| Childrens Fund | -0.73 | 0.11 | 7.41 | 2.36 | 7.31 | 10.06 | 8.84 | 6.94 | 10.05 | 10.07 |
| Debt: Banking and PSU | -0.3 | 0.41 | 1.78 | 4.74 | 9.32 | 9.96 | 7.07 | 8.01 | 7.63 | 7.53 |
| Equity: Thematic-Consumption | -1.32 | -1.52 | 10.43 | 4.0 | 5.5 | 9.96 | 13.72 | 9.37 | 12.76 | 11.94 |
| Hybrid: Multi Asset Allocation | -0.98 | -0.65 | 4.62 | 3.25 | 7.38 | 9.8 | 6.97 | 6.31 | 9.07 | 10.11 |
| Equity: ELSS | -1.29 | -0.66 | 8.59 | 0.76 | 6.1 | 9.56 | 10.93 | 7.65 | 11.06 | 12.09 |
| Hybrid: Aggressive | -0.9 | -0.16 | 6.83 | 2.1 | 6.65 | 9.06 | 8.44 | 6.93 | 9.98 | 10.59 |
| Debt: Floater | 0.01 | 0.55 | 1.86 | 4.04 | 8.02 | 8.6 | 7.12 | 7.76 | 7.95 | 7.24 |
| Debt: Money Market | 0.06 | 0.48 | 1.67 | 3.75 | 7.28 | 7.89 | 7.04 | 7.45 | 16.4 | 7.05 |
| Hybrid: Dynamic Asset Allocation | -0.63 | -0.19 | 5.04 | 2.32 | 6.09 | 7.79 | 8.43 | 6.54 | 9.95 | 8.59 |
| Debt: Dynamic Bond | -0.57 | -0.2 | 0.39 | 3.26 | 6.59 | 7.29 | 4.59 | 7.16 | 7.92 | 7.6 |
| Debt: Ultra Short Duration | 0.07 | 0.49 | 1.59 | 4.06 | 6.92 | 7.18 | 6.59 | 7.35 | 9.56 | 6.93 |
| Debt: Medium to Long Duration | -0.71 | 0.02 | 0.16 | 3.38 | 6.47 | 7.13 | 3.93 | 6.56 | 7.3 | 8.18 |
| Retirement Fund | -0.9 | -0.24 | 4.18 | 1.24 | 5.0 | 6.91 | 7.74 | 8.23 | 8.29 | 7.84 |
| Equity: Contra | -1.48 | -0.3 | 7.15 | -1.5 | 3.4 | 6.86 | 10.94 | 7.38 | 10.03 | 13.01 |
| Hybrid: Equity Savings | -0.54 | -0.07 | 3.6 | 1.84 | 5.76 | 6.74 | 6.36 | 6.29 | 7.21 | 6.36 |
| Equity: Thematic-Others | -1.51 | -1.63 | 6.73 | -0.41 | 4.09 | 6.43 | 7.61 | 5.81 | 10.57 | 8.3 |
| Debt: Liquid | 0.08 | 0.41 | 1.29 | 2.84 | 5.85 | 6.36 | 6.47 | 6.98 | 9.93 | 6.91 |
| Debt: Corporate Bond | -0.23 | 0.46 | 1.82 | 4.26 | 5.59 | 6.25 | 5.06 | 6.68 | 7.08 | 7.51 |
| Hybrid: Conservative | -0.59 | 0.08 | 2.79 | 1.92 | 4.98 | 6.13 | 5.03 | 6.37 | 7.75 | 8.34 |
| Equity: Sectoral-Technology | 1.04 | 0.32 | -3.25 | -0.01 | 6.95 | 6.12 | 15.86 | 7.92 | 13.32 | 12.59 |
| Equity: Thematic-Energy | -2.71 | -3.5 | 9.2 | -2.71 | 3.03 | 6.01 | 5.83 | 10.55 | 9.35 | 10.02 |
| Equity: Thematic-MNC | -0.94 | -1.76 | 7.68 | 3.6 | 2.03 | 5.94 | 10.16 | 8.03 | 15.49 | 12.99 |
| Hybrid: Arbitrage | 0.08 | 0.39 | 1.31 | 2.8 | 5.63 | 5.81 | 5.75 | 6.41 | 7.1 | 6.21 |
| Equity: Mid Cap | -1.46 | 0.29 | 8.59 | -0.76 | 1.32 | 5.76 | 7.91 | 7.42 | 13.57 | 12.73 |
| Debt: Overnight | 0.09 | 0.39 | 1.21 | 2.57 | 5.18 | 5.61 | 5.63 | 6.39 | 7.04 | 3.75 |
| Debt: Short Duration | -0.24 | 0.36 | 1.25 | 3.54 | 4.23 | 4.87 | 5.17 | 6.79 | 7.47 | 7.23 |
| Debt: Medium Duration | -0.38 | -0.07 | 0.88 | 3.24 | 4.09 | 4.59 | 4.97 | 6.9 | 7.53 | 7.53 |
| Equity: Sectoral-Infrastructure | -2.25 | -1.84 | 5.64 | -7.22 | -0.23 | 4.37 | 5.73 | 3.97 | 5.69 | 7.72 |
| Equity: Sectoral-Pharma and Healthcare | -1.32 | 1.28 | 4.77 | 6.61 | 2.66 | 4.08 | -1.43 | 1.02 | 12.24 | 7.12 |
| Equity: Dividend Yield | -1.31 | -2.05 | 4.02 | -0.99 | 1.58 | 3.24 | 7.89 | 4.93 | 9.52 | 11.58 |
| Equity: Value | -1.87 | -1.08 | 6.05 | -3.39 | -0.13 | 3.0 | 7.59 | 6.67 | 10.83 | 10.96 |
| Debt: Low Duration | -0.08 | 0.28 | 1.3 | 3.44 | 1.49 | 2.08 | 4.97 | 6.15 | 8.95 | 6.75 |
| Equity: Small Cap | -1.4 | -1.03 | 6.17 | -5.22 | -2.35 | 1.03 | 5.88 | 7.21 | 12.3 | 8.87 |
| Debt: Credit Risk | -0.06 | 0.25 | 0.72 | -0.2 | 0.16 | 0.52 | 3.63 | 6.63 | 7.21 | 6.58 |
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