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Mutual Fund Category Monitor
Category Name 1 Week Ret (%) 1 Mth Ret (%) 3 Mths Ret (%) 6 Mths Ret (%) YTD Ret (%) 1 Yr Ret (%) 3 Yrs Ret (%) 5 Yrs Ret (%) 10 Yrs Ret (%) Launch Ret (%)
Equity: Thematic-PSU 0.4 6.16 34.84 53.47 18.41 90.53 38.11 26.95 18.39 22.18
Equity: Sectoral-Infrastructure 0.72 4.2 19.07 29.8 10.58 63.85 31.7 25.42 20.21 12.9
Equity: Sectoral-Pharma and Healthcare -2.22 4.0 14.14 25.07 9.6 57.01 18.76 24.08 15.14 18.33
Equity: Thematic-Manufacturing 0.6 5.21 19.46 29.49 10.91 54.52 28.99 24.67 - 25.59
Equity: Small Cap -0.64 0.12 8.1 17.45 4.14 49.8 28.95 26.81 22.85 20.79
Equity: Value -0.04 3.56 14.79 24.12 7.13 47.69 22.7 19.86 19.16 18.15
Equity: Mid Cap -0.5 2.31 10.34 18.98 5.26 47.19 23.72 22.75 20.79 20.83
Equity: Dividend Yield -0.1 3.87 15.71 25.22 7.09 46.99 25.35 21.05 17.0 20.26
Equity: Contra -0.28 3.84 14.63 23.72 6.31 45.8 23.88 22.28 18.83 15.74
Equity: Multi Cap -0.09 2.43 11.61 19.5 5.8 45.26 23.23 21.97 18.89 22.22
Equity: Thematic-Quantitative 0.06 3.57 13.82 23.98 6.41 43.55 15.68 19.96 15.05 20.87
Equity: Thematic-Others 0.16 3.58 13.74 21.2 6.96 43.31 21.25 20.84 17.32 23.88
Equity: Thematic-Energy -0.64 4.43 16.29 25.02 6.22 43.11 22.17 22.82 20.97 16.07
Equity: Large and Mid Cap -0.04 3.34 11.94 19.4 5.56 41.64 20.79 19.87 17.86 16.16
Equity: Sectoral-Technology -0.53 3.17 15.88 23.59 7.14 39.66 21.34 24.12 17.68 17.6
Equity: Flexi Cap 0.11 3.28 11.7 18.4 5.18 39.28 18.68 18.15 17.06 18.46
Equity: ELSS 0.19 3.25 11.5 18.9 5.2 38.48 18.9 18.29 17.07 16.67
Equity: Thematic-Consumption 0.05 2.47 6.3 14.55 2.47 36.88 19.98 17.96 17.24 15.37
Equity: Focused 0.22 3.42 10.82 17.6 4.82 36.76 17.73 17.83 16.72 16.45
Equity: Large Cap 0.49 3.99 12.46 18.47 5.18 35.13 16.26 16.49 14.97 14.94
Fund of Funds-Domestic-Equity 0.03 3.8 11.29 17.63 4.67 34.8 16.6 17.37 14.32 14.62
Equity: Thematic-ESG -0.19 3.37 11.53 16.93 4.25 33.71 17.07 16.02 14.99 18.86
Hybrid: Aggressive 0.4 2.84 9.67 14.77 4.6 30.13 15.9 15.45 14.35 13.56
Equity: Sectoral-Banking and Financial Services 0.46 1.49 8.25 14.25 2.04 29.19 13.85 14.59 16.91 15.87
Childrens Fund -0.05 1.81 7.15 11.49 2.45 28.68 15.69 14.07 13.98 13.55
Index Fund 0.09 2.15 8.77 13.98 4.04 28.5 17.58 16.37 14.17 15.87
Equity: Thematic-MNC -1.07 1.0 5.33 8.87 0.89 28.19 14.57 12.6 15.82 18.8
Hybrid: Multi Asset Allocation 0.02 2.25 8.27 12.77 3.7 27.99 16.34 16.98 12.83 11.81
ETFs 0.13 0.67 7.33 9.96 1.85 26.15 13.94 15.03 11.3 11.12
Retirement Fund 0.12 1.84 7.16 11.05 3.13 25.08 12.14 12.51 11.73 12.24
Fund of Funds-Domestic-Hybrid -0.18 2.19 7.81 12.17 2.8 25.03 14.15 12.94 12.09 12.69
Hybrid: Dynamic Asset Allocation 0.27 2.24 8.31 12.98 3.91 24.12 11.93 12.17 12.1 12.34
Fund of Funds-Overseas 0.17 2.77 7.25 10.77 2.18 20.88 3.23 8.25 5.76 7.95
Equity: Thematic-International 0.28 3.4 8.46 9.9 2.81 17.53 4.82 10.08 8.97 9.98
Hybrid: Equity Savings 0.17 1.34 4.8 7.82 2.4 16.47 9.25 9.45 8.41 8.24
Equity: Sectoral-FMCG -0.56 -1.93 0.12 1.53 -5.06 16.23 19.21 14.37 14.51 16.48
Hybrid: Conservative 0.21 1.16 4.34 6.73 2.28 13.62 9.0 8.45 8.8 8.72
Fund of Funds-Domestic-Debt 0.29 1.41 4.21 6.82 2.36 13.36 9.98 10.79 8.11 7.61
Fund of Funds-Domestic-Gold 0.77 -0.64 -0.64 4.76 -1.47 10.32 9.43 12.39 6.0 6.26
Debt: Long Duration 0.24 0.94 5.15 4.92 3.46 9.65 4.93 7.14 7.75 9.11
Fund of Funds-Domestic-Gold and Silver -0.15 -1.43 -2.61 0.21 -2.95 9.43 - - - 15.54
Debt: Gilt Fund with 10 year constant duration 0.23 0.6 3.37 3.99 1.99 9.15 4.84 7.36 8.59 7.5
Debt: Gilt 0.22 0.69 3.58 4.28 2.31 8.77 5.24 7.11 8.25 7.52
Debt: Credit Risk 0.26 0.64 2.09 4.21 1.44 8.54 9.55 5.03 6.62 6.42
Debt: Dynamic Bond 0.21 0.71 3.24 4.0 2.13 8.24 5.5 6.52 7.55 6.82
Debt: Medium to Long Duration 0.2 0.6 3.03 3.63 1.87 8.02 5.26 6.08 6.98 7.73
Debt: Medium Duration 0.18 0.58 2.38 3.49 1.5 7.71 6.12 5.79 7.61 6.62
Debt: Floater 0.17 0.62 1.91 3.45 1.29 7.7 5.48 6.47 7.21 6.41
Fund of Funds-Domestic-Silver -0.27 -1.68 -8.25 -6.55 -4.91 7.66 - - - 3.28
Debt: Corporate Bond 0.15 0.59 2.11 3.37 1.37 7.42 5.22 6.72 7.51 6.78
Debt: Banking and PSU 0.14 0.6 2.13 3.39 1.4 7.41 5.18 6.67 7.28 6.52
Hybrid: Arbitrage 0.08 0.53 1.96 3.65 1.42 7.31 5.15 4.98 5.87 5.51
Debt: Money Market 0.14 0.6 1.78 3.42 1.23 7.27 5.23 5.73 6.7 6.29
Debt: Short Duration 0.15 0.56 2.1 3.36 1.31 7.25 5.45 6.02 6.97 6.74
Debt: Liquid 0.14 0.58 1.79 3.5 1.2 7.1 5.15 5.03 6.31 6.39
Debt: Low Duration 0.14 0.58 1.75 3.26 1.19 7.08 5.34 5.55 6.66 6.48
Debt: Ultra Short Duration 0.14 0.58 1.7 3.28 1.18 6.9 5.1 5.45 6.54 6.07
Debt: Overnight 0.12 0.51 1.65 3.33 1.1 6.69 4.97 4.65 5.8 4.89

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