Skip to main content
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 3.43 7.64 15.58 37.6 39.52 92.67 41.47 29.5 16.73 27.2
Equity: Sectoral-Infrastructure 0.73 6.74 18.45 34.1 37.21 73.25 35.07 28.71 18.24 14.1
Equity: Thematic-Manufacturing 0.22 5.66 17.07 31.58 32.97 57.23 25.54 25.05 - 27.21
Equity: Thematic-Transportation -0.1 3.23 15.72 30.51 33.5 56.06 30.51 25.37 16.15 35.16
Equity: Mid Cap 0.14 6.45 16.36 24.95 27.18 55.53 25.31 26.96 19.46 23.2
Equity: Small Cap 0.2 7.05 15.83 20.9 23.42 51.43 26.39 30.74 20.82 23.51
Equity: Thematic-Energy 1.15 4.94 9.48 23.27 23.57 50.61 20.71 25.76 18.55 16.22
Equity: Dividend Yield 1.21 5.97 12.16 22.51 22.94 49.59 24.61 24.33 15.93 21.68
Equity: Contra 0.54 5.52 11.82 22.05 23.43 49.52 25.59 25.11 17.95 16.35
Equity: Thematic-Others 0.58 6.19 12.76 22.54 24.22 49.01 21.65 22.99 16.25 28.42
Equity: Value 0.47 5.67 11.91 21.14 22.63 48.96 23.64 22.48 17.33 19.84
Equity: Multi Cap 0.17 5.82 13.17 21.21 23.04 48.23 23.38 23.73 17.51 27.12
Equity: Large and Mid Cap 0.31 5.8 12.58 21.54 22.93 45.73 22.01 22.32 16.98 18.13
Equity: Sectoral-Pharma and Healthcare 2.29 5.2 7.96 16.48 20.58 45.47 14.83 26.21 15.14 22.47
Equity: Thematic-Quantitative 0.77 5.04 10.7 20.22 21.13 43.0 19.94 19.73 14.32 20.56
Equity: Flexi Cap 0.24 5.74 11.68 19.56 20.67 41.5 19.68 20.21 15.89 21.56
Equity: ELSS 0.22 5.61 11.39 19.34 20.29 41.17 20.19 20.28 15.96 17.64
Equity: Focused 0.32 5.42 10.52 18.83 19.82 39.24 19.2 19.37 15.45 18.92
Equity: Sectoral-Technology -0.04 7.27 8.93 13.98 13.56 38.84 14.97 26.16 18.58 18.82
Fund of Funds-Domestic-Equity 0.68 4.57 9.34 18.42 18.38 36.65 17.41 19.76 14.33 16.99
Equity: Thematic-Consumption 1.72 3.87 11.94 17.68 18.86 36.54 21.85 21.47 16.77 19.99
Equity: Thematic-ESG 0.46 4.87 10.23 16.91 17.29 36.08 16.65 17.71 14.41 20.28
Equity: Large Cap 0.38 5.12 9.13 17.44 17.81 35.1 17.86 17.6 14.01 16.21
ETFs 0.55 4.38 8.45 17.37 17.35 35.07 16.75 17.5 11.9 19.24
Equity: Thematic-MNC 1.03 4.64 14.61 17.83 18.31 33.15 15.96 18.46 14.31 21.29
Hybrid: Aggressive 0.28 4.52 9.06 15.9 16.72 31.95 16.58 17.04 13.4 14.06
Childrens Fund 0.42 5.34 11.01 15.78 16.15 30.87 16.59 15.8 13.08 15.65
Index Fund 0.39 3.49 7.47 13.3 14.07 28.6 18.39 17.72 13.25 17.78
Equity: Sectoral-Banking and Financial Services -0.75 5.51 7.88 12.24 12.72 28.08 16.45 13.74 14.56 17.94
Fund of Funds-Domestic-Silver 2.16 3.9 10.99 27.38 24.15 27.88 - - - 20.92
Hybrid: Multi Asset Allocation 0.52 3.58 6.73 14.43 14.77 27.71 16.5 18.41 12.78 15.54
Fund of Funds-Domestic-Hybrid 0.45 3.41 6.5 12.43 12.77 25.82 14.61 14.09 12.17 13.49
Retirement Fund 0.16 3.37 7.3 12.36 12.98 25.43 13.27 12.54 11.17 13.28
Hybrid: Dynamic Asset Allocation 0.35 3.55 6.3 11.65 12.26 24.88 12.93 13.25 10.93 13.49
Fund of Funds-Domestic-Gold and Silver 1.4 2.57 5.48 20.31 18.27 24.2 - - - 25.42
Fund of Funds-Domestic-Gold 0.6 2.07 1.61 16.53 14.75 22.58 13.73 14.7 8.39 9.97
Fund of Funds-Overseas 1.47 3.49 5.56 13.09 10.96 20.38 4.03 9.98 6.19 9.18
Hybrid: Equity Savings 0.17 2.11 4.32 7.78 8.28 16.01 9.73 9.82 8.44 8.56
Equity: Thematic-International 1.2 2.58 2.6 9.41 7.88 14.17 3.8 10.77 9.14 10.05
Equity: Sectoral-FMCG 3.37 1.67 10.62 7.08 6.18 13.5 19.31 16.41 14.81 16.75
Hybrid: Conservative 0.18 1.73 3.85 6.9 7.21 13.36 9.32 9.08 8.37 8.79
Fund of Funds-Domestic-Debt 0.38 1.37 2.77 6.06 6.31 12.6 10.33 11.08 7.89 7.83
Debt: Long Duration 0.11 1.06 3.02 6.19 6.54 8.78 5.41 5.47 7.5 7.8
Debt: Credit Risk 0.17 0.68 1.87 3.79 4.12 7.9 9.08 6.23 6.66 6.46
Debt: Gilt 0.15 0.85 2.46 4.81 5.07 7.76 5.47 5.91 7.93 7.56
Debt: Floater 0.19 0.77 2.0 4.06 4.32 7.76 5.85 6.41 7.18 6.69
Hybrid: Arbitrage 0.09 0.54 1.74 3.71 4.14 7.55 5.52 5.02 5.85 5.8
Debt: Dynamic Bond 0.17 0.8 2.25 4.52 4.77 7.42 5.59 5.94 7.36 6.83
Debt: Gilt Fund with 10 year constant duration 0.22 0.79 2.34 4.44 4.74 7.27 4.93 5.93 8.46 7.5
Debt: Liquid 0.13 0.58 1.72 3.62 3.86 7.22 5.68 5.05 6.26 6.49
Debt: Money Market 0.13 0.62 1.72 3.69 3.96 7.18 5.71 5.61 6.65 6.43
Debt: Corporate Bond 0.18 0.69 1.85 3.87 4.07 7.05 5.29 6.4 7.24 6.89
Debt: Low Duration 0.14 0.62 1.74 3.65 3.89 7.01 5.65 5.98 6.62 6.94
Debt: Banking and PSU 0.16 0.67 1.79 3.85 3.99 6.95 5.29 6.31 7.2 6.68
Debt: Medium Duration 0.18 0.72 1.89 3.85 4.1 6.92 5.83 5.77 6.99 6.68
Debt: Medium to Long Duration 0.18 0.77 2.16 4.24 4.47 6.92 5.43 5.62 6.76 7.72
Debt: Ultra Short Duration 0.13 0.59 1.68 3.56 3.81 6.91 5.49 5.4 6.43 6.17
Debt: Short Duration 0.18 0.66 1.8 3.67 3.9 6.85 5.63 6.11 6.87 6.77
Debt: Overnight 0.12 0.53 1.6 3.26 3.47 6.72 5.4 4.69 5.73 5.19
Hybrid: Balanced 0.12 3.62 8.32 12.7 13.29 - - - - 20.85

AMC partners we work with