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Mutual Fund Category Returns

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Data as on - 05-12-2025
Category 3 Yrs
Avg Rtn (%) Max Rtn (%) Min Rtn (%) Median Rtn (%)
Equity: Contra 19.12 19.66 18.71 18.98
Equity: Dividend Yield 18.12 22.13 15.67 17.45
Equity: ELSS 15.63 22.25 9.66 15.45
Equity: Flexi Cap 15.34 21.15 0.17 15.29
Equity: Focused 15.0 21.9 8.06 15.23
Equity: Large and Mid Cap 17.24 24.17 11.65 16.43
Equity: Large Cap 14.06 18.36 11.11 14.18
Equity: Mid Cap 20.23 25.95 11.8 20.27
Equity: Multi Cap 17.6 22.09 9.06 17.92
Equity: Sectoral-Banking and Financial Services 15.77 19.9 11.33 15.9
Equity: Sectoral-FMCG 6.39 6.39 6.39 6.39
Equity: Sectoral-Infrastructure 21.21 25.21 15.58 21.32
Equity: Sectoral-Pharma and Healthcare 21.51 26.63 18.31 20.86
Equity: Sectoral-Technology 15.69 21.88 12.9 13.8
Equity: Small Cap 17.77 28.53 11.72 16.89
Equity: Thematic-Active-Momentum - - - -
Equity: Thematic-Business-Cycle 16.34 21.68 12.5 15.93
Equity: Thematic-Consumption 15.17 17.23 13.25 15.19
Equity: Thematic-Energy 16.34 18.1 14.57 16.34
Equity: Thematic-ESG 13.82 18.17 12.37 13.34
Equity: Thematic-Innovation 18.91 21.61 16.21 18.91
Equity: Thematic-International 16.01 20.15 11.15 15.78
Equity: Thematic-Manufacturing 20.89 23.57 17.76 21.12
Equity: Thematic-MNC 11.55 14.11 7.14 12.48
Equity: Thematic-Multi-Sector - - - -
Equity: Thematic-Others 16.35 27.38 10.59 15.11
Equity: Thematic-PSU 25.76 26.57 24.75 25.87
Equity: Thematic-Quantitative 16.67 22.73 10.82 17.33
Equity: Thematic-Special-Opportunities 18.15 18.15 18.15 18.15
Equity: Thematic-Transportation 25.82 28.0 24.55 24.91
Equity: Value 17.99 21.81 13.08 18.0

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