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-Pharma and Healthcare | -0.82 | 1.87 | 27.45 | 22.58 | 23.79 | 34.41 | 8.67 | 3.27 | 12.58 | 16.69 |
| Debt: Gilt Fund with 10 year constant duration | 0.37 | 0.75 | 5.8 | 8.62 | 9.12 | 14.29 | 10.59 | 10.65 | 9.75 | 9.1 |
| Debt: Long Duration | 0.68 | 1.3 | 5.11 | 8.62 | 8.89 | 12.76 | 8.61 | 9.48 | 8.71 | 11.58 |
| Debt: Gilt | 0.48 | 0.8 | 5.07 | 7.81 | 8.19 | 12.19 | 8.13 | 9.3 | 8.94 | 8.28 |
| Debt: Corporate Bond | 0.43 | 1.87 | 4.31 | 6.41 | 6.62 | 11.65 | 7.63 | 8.03 | 8.07 | 8.3 |
| Debt: Banking and PSU | 0.35 | 1.61 | 4.06 | 6.07 | 6.3 | 11.4 | 8.49 | 8.49 | 8.12 | 8.18 |
| Debt: Medium to Long Duration | 0.49 | 1.55 | 4.6 | 6.4 | 6.68 | 10.42 | 6.36 | 7.54 | 7.78 | 8.29 |
| Equity: Thematic-International | 0.64 | 1.27 | 22.99 | -2.26 | -1.21 | 9.52 | 10.0 | 7.13 | 9.33 | 9.06 |
| Debt: Floater | 0.36 | 1.55 | 3.35 | 5.07 | 5.21 | 9.35 | 7.81 | 7.93 | 8.3 | 8.06 |
| Debt: Dynamic Bond | 0.47 | 1.21 | 3.58 | 5.58 | 5.84 | 9.25 | 6.32 | 7.57 | 8.22 | 7.82 |
| Fund of Funds-Overseas | 1.72 | 2.33 | 25.55 | -1.89 | -0.95 | 8.84 | 7.72 | 5.64 | 6.47 | 6.62 |
| Debt: Short Duration | 0.35 | 1.46 | 2.91 | 4.52 | 4.71 | 8.41 | 5.83 | 6.94 | 7.77 | 7.39 |
| Fund of Funds-Domestic | 0.44 | 3.16 | 11.15 | 0.78 | 1.45 | 7.73 | 6.76 | 6.92 | 7.4 | 7.64 |
| Debt: Money Market | 0.12 | 0.56 | 2.02 | 3.51 | 3.58 | 7.23 | 7.17 | 7.32 | 8.07 | 7.14 |
| Debt: Ultra Short Duration | 0.13 | 0.61 | 1.81 | 3.1 | 3.18 | 6.96 | 6.56 | 7.08 | 8.02 | 6.9 |
| Debt: Medium Duration | 0.74 | 1.97 | 2.55 | 2.14 | 2.41 | 5.79 | 4.89 | 6.6 | 7.72 | 7.17 |
| Debt: Liquid | 0.07 | 0.3 | 1.02 | 2.36 | 2.43 | 5.21 | 6.34 | 6.65 | 7.54 | 6.93 |
| Hybrid: Arbitrage | -0.06 | 0.23 | 0.81 | 2.17 | 2.41 | 5.04 | 5.61 | 5.93 | 7.16 | 5.78 |
| Debt: Overnight | 0.06 | 0.23 | 0.74 | 1.79 | 1.85 | 4.33 | 5.28 | 5.87 | 7.01 | 4.42 |
| Debt: Low Duration | 0.16 | 0.9 | 1.06 | 0.76 | 0.87 | 3.89 | 4.05 | 5.4 | 6.69 | 6.43 |
| Hybrid: Conservative | 0.65 | 2.16 | 7.29 | -0.11 | 0.14 | 3.24 | 3.76 | 5.8 | 7.52 | 8.03 |
| Equity: Sectoral-Technology | 2.0 | 6.46 | 29.69 | -1.24 | 0.39 | 2.14 | 14.66 | 9.13 | 12.42 | 11.91 |
| Hybrid: Dynamic Asset Allocation | 1.08 | 3.43 | 17.53 | -3.15 | -2.28 | 0.76 | 3.56 | 5.31 | 8.71 | 6.59 |
| Equity: Thematic-MNC | 0.73 | 4.14 | 21.5 | -4.69 | -4.4 | 0.47 | 3.16 | 4.65 | 13.29 | 11.61 |
| Hybrid: Equity Savings | 0.71 | 2.55 | 11.88 | -3.3 | -2.94 | -1.18 | 2.84 | 4.78 | 6.65 | 5.1 |
| Debt: Credit Risk | 0.4 | 1.46 | -2.09 | -3.82 | -3.64 | -1.4 | 1.2 | 4.13 | 7.04 | 5.4 |
| Retirement Fund | 0.88 | 3.26 | 14.73 | -3.4 | -3.01 | -1.51 | 2.75 | 6.3 | 8.07 | 5.12 |
| Hybrid: Multi Asset Allocation | 1.08 | 4.55 | 16.64 | -7.13 | -6.41 | -2.59 | 2.63 | 4.86 | 7.91 | 8.56 |
| Equity: Thematic-Consumption | 1.3 | 3.97 | 23.78 | -7.67 | -7.69 | -3.24 | 2.05 | 7.01 | 9.68 | 8.83 |
| ETFs | 1.15 | 4.73 | 24.06 | -8.35 | -7.73 | -3.79 | 5.03 | 8.01 | 8.55 | 2.11 |
| Childrens Fund | 1.26 | 4.48 | 21.88 | -7.39 | -6.98 | -4.03 | 2.49 | 5.38 | 8.56 | 8.32 |
| Hybrid: Aggressive | 1.22 | 4.19 | 20.4 | -8.85 | -8.45 | -6.11 | 1.49 | 4.59 | 8.39 | 8.52 |
| Equity: Dividend Yield | 1.03 | 6.26 | 26.13 | -8.73 | -7.76 | -6.52 | -0.75 | 4.13 | 7.92 | 9.85 |
| Equity: Thematic-Energy | 0.11 | 5.78 | 30.09 | -9.98 | -8.9 | -6.69 | -0.96 | 7.54 | 7.06 | 8.84 |
| Equity: Mid Cap | 0.46 | 5.52 | 26.29 | -8.62 | -7.89 | -6.76 | -1.03 | 4.25 | 11.21 | 10.64 |
| Equity: Thematic-Others | 0.94 | 4.65 | 27.64 | -9.43 | -8.77 | -7.27 | -0.18 | 3.45 | 9.1 | 3.76 |
| Equity: Focused | 1.53 | 5.27 | 27.46 | -10.98 | -10.47 | -7.54 | 2.14 | 5.63 | 8.98 | 7.03 |
| Equity: Multi Cap | 1.38 | 4.91 | 26.44 | -11.74 | -11.32 | -8.92 | 1.09 | 4.61 | 9.16 | 9.77 |
| Equity: Large and Mid Cap | 1.21 | 5.29 | 26.96 | -11.69 | -11.25 | -9.07 | 0.16 | 5.0 | 9.04 | 9.39 |
| Equity: Large Cap | 1.71 | 4.74 | 26.51 | -12.13 | -11.73 | -9.28 | 2.04 | 4.5 | 8.49 | 10.92 |
| Equity: Contra | 1.58 | 7.08 | 30.55 | -10.36 | -9.26 | -9.36 | 1.85 | 5.14 | 8.4 | 11.83 |
| Index Fund | 1.62 | 5.47 | 29.98 | -12.74 | -12.25 | -9.7 | 3.02 | 4.84 | 7.54 | 4.8 |
| Equity: ELSS | 1.28 | 5.37 | 27.02 | -11.96 | -11.44 | -9.94 | 0.42 | 4.59 | 9.26 | 9.9 |
| Equity: Thematic-PSU | 0.74 | 8.17 | 20.47 | -11.12 | -17.82 | -10.36 | -4.4 | 1.67 | 5.44 | -3.11 |
| Equity: Small Cap | 0.41 | 6.96 | 26.33 | -11.19 | -9.69 | -11.78 | -5.73 | 3.2 | 9.54 | 5.5 |
| Equity: Value | 1.3 | 5.82 | 29.65 | -13.54 | -12.7 | -14.04 | -2.89 | 3.51 | 8.81 | 8.52 |
| Equity: Sectoral-Infrastructure | 0.84 | 6.86 | 28.14 | -15.81 | -14.44 | -19.64 | -5.42 | 0.51 | 3.37 | 5.74 |
| Equity: Sectoral-Banking and Financial Services | 1.82 | 5.52 | 25.94 | -28.11 | -28.02 | -24.55 | -2.86 | 3.6 | 9.03 | 6.51 |
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