Mutual Fund Category Returns
Data as on - 07-05-2024
| Category | Average Return (%) | Maximum Return (%) | Minimum Return (%) | Median Return (%) |
|---|---|---|---|---|
| Childrens Fund | 2.68 | 8.22 | 0.89 | 2.01 |
| Debt: Banking and PSU | 1.63 | 1.88 | 1.34 | 1.64 |
| Debt: Corporate Bond | 1.66 | 1.93 | 1.52 | 1.65 |
| Debt: Credit Risk | 1.71 | 2.59 | 1.29 | 1.65 |
| Debt: Dynamic Bond | 1.1 | 1.71 | 0.26 | 1.13 |
| Debt: Floater | 1.97 | 2.4 | 1.39 | 2.01 |
| Debt: Gilt | 0.99 | 1.58 | 0.4 | 0.96 |
| Debt: Gilt Fund with 10 year constant duration | 1.25 | 1.3 | 1.2 | 1.25 |
| Debt: Liquid | 1.83 | 2.34 | 1.69 | 1.84 |
| Debt: Long Duration | 0.76 | 1.63 | 0.38 | 0.68 |
| Debt: Low Duration | 1.85 | 2.12 | 1.74 | 1.83 |
| Debt: Medium Duration | 1.48 | 1.67 | 1.02 | 1.53 |
| Debt: Medium to Long Duration | 1.13 | 1.46 | 0.91 | 1.1 |
| Debt: Money Market | 1.91 | 2.05 | 1.61 | 1.92 |
| Debt: Overnight | 1.6 | 1.68 | 1.49 | 1.6 |
| Debt: Short Duration | 1.59 | 1.97 | 1.2 | 1.58 |
| Debt: Ultra Short Duration | 1.83 | 2.11 | 1.5 | 1.86 |
| Equity: Contra | 4.26 | 4.67 | 3.58 | 4.53 |
| Equity: Dividend Yield | 2.93 | 4.91 | 0.07 | 3.75 |
| Equity: ELSS | 3.56 | 9.09 | -2.22 | 3.47 |
| Equity: Flexi Cap | 3.65 | 8.74 | -2.75 | 3.36 |
| Equity: Focused | 4.12 | 11.05 | -1.12 | 3.62 |
| Equity: Large and Mid Cap | 4.12 | 8.1 | 0.48 | 3.83 |
| Equity: Large Cap | 3.72 | 5.46 | 2.23 | 3.54 |
| Equity: Mid Cap | 4.3 | 9.52 | 0.87 | 4.03 |
| Equity: Multi Cap | 2.94 | 6.95 | -0.81 | 2.86 |
| Equity: Sectoral-Banking and Financial Services | 2.61 | 4.68 | -0.27 | 3.06 |
| Equity: Sectoral-FMCG | 1.19 | 1.19 | 1.19 | 1.19 |
| Equity: Sectoral-Infrastructure | 7.38 | 11.95 | 2.81 | 7.58 |
| Equity: Sectoral-Pharma and Healthcare | 1.14 | 4.41 | -2.51 | 1.04 |
| Equity: Sectoral-Technology | -5.14 | 3.17 | -10.33 | -4.88 |
| Equity: Small Cap | 1.54 | 6.37 | -1.94 | 1.23 |
| Equity: Thematic-Consumption | 5.33 | 8.01 | 1.19 | 5.57 |
| Equity: Thematic-Energy | 6.02 | 8.39 | 3.64 | 6.02 |
| Equity: Thematic-ESG | 2.37 | 4.5 | 0.96 | 1.84 |
| Equity: Thematic-International | 5.02 | 8.41 | 3.18 | 4.4 |
| Equity: Thematic-Manufacturing | 6.41 | 10.0 | 1.74 | 7.03 |
| Equity: Thematic-MNC | 2.47 | 4.38 | -2.34 | 3.36 |
| Equity: Thematic-Others | 4.24 | 13.72 | -6.92 | 4.6 |
| Equity: Thematic-PSU | 4.41 | 6.16 | 2.17 | 4.65 |
| Equity: Thematic-Quantitative | 2.83 | 4.63 | 0.91 | 3.09 |
| Equity: Thematic-Transportation | 8.23 | 10.55 | 6.79 | 8.12 |
| Equity: Value | 2.66 | 6.11 | -0.69 | 3.25 |
| ETFs | 4.45 | 23.8 | -11.43 | 2.92 |
| Fund of Funds-Domestic-Debt | 1.83 | 4.2 | 1.13 | 1.54 |
| Fund of Funds-Domestic-Equity | 4.92 | 14.9 | -0.44 | 4.16 |
| Fund of Funds-Domestic-Gold | 14.14 | 14.98 | 13.26 | 14.19 |
| Fund of Funds-Domestic-Gold and Silver | 14.66 | 14.9 | 14.42 | 14.66 |
| Fund of Funds-Domestic-Hybrid | 3.65 | 6.26 | 1.74 | 3.66 |
| Fund of Funds-Domestic-Silver | 15.99 | 16.82 | 14.92 | 16.12 |
| Fund of Funds-Overseas | 5.18 | 22.63 | -5.11 | 4.04 |
| Hybrid: Aggressive | 3.37 | 5.75 | 0.83 | 3.27 |
| Hybrid: Arbitrage | 1.84 | 1.98 | 1.52 | 1.87 |
| Hybrid: Conservative | 1.75 | 3.23 | 0.71 | 1.77 |
| Hybrid: Dynamic Asset Allocation | 2.24 | 4.08 | -2.32 | 2.5 |
| Hybrid: Equity Savings | 2.15 | 4.7 | 1.2 | 1.93 |
| Hybrid: Multi Asset Allocation | 4.45 | 7.68 | -0.4 | 4.77 |
| Index Fund | 2.37 | 11.42 | -11.46 | 1.63 |
| Retirement Fund | 2.54 | 5.24 | 0.94 | 2.21 |
Advisorkhoj develops innovative mutual fund research tools and Calculators that may help you in your investments. Mutual Fund Distributors who wish to display MF Research and calculators on their website may write to sales@advisorkhoj.com for APIs.
