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 (%) |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund of Funds-Domestic-Gold | -1.1 | 2.53 | 2.08 | 20.21 | 27.45 | 37.7 | 22.54 | 11.7 | 12.98 | 14.88 |
| Fund of Funds-Domestic-Gold and Silver | -0.61 | 4.42 | 7.83 | 22.27 | 28.56 | 37.49 | - | - | - | 25.73 |
| Fund of Funds-Domestic-Silver | -0.74 | 7.32 | 15.43 | 24.15 | 30.11 | 34.74 | 23.3 | - | - | 20.69 |
| Fund of Funds-Overseas | 1.04 | 3.7 | 15.92 | 10.15 | 13.5 | 21.42 | 17.22 | 11.04 | 9.13 | 10.82 |
| Equity: Thematic-International | 2.1 | 3.04 | 13.32 | 7.35 | 10.73 | 15.72 | 12.84 | 10.4 | 10.24 | 10.31 |
| Equity: Sectoral-Pharma and Healthcare | 1.9 | 4.4 | 8.09 | 9.75 | 0.32 | 12.32 | 24.89 | 21.56 | 12.95 | 17.66 |
| Debt: Credit Risk | 0.03 | 0.68 | 1.96 | 6.93 | 7.58 | 11.06 | 8.58 | 9.36 | 6.52 | 6.79 |
| Equity: Sectoral-Banking and Financial Services | -2.0 | -2.76 | 3.67 | 14.67 | 9.93 | 9.8 | 18.04 | 21.51 | 12.62 | 14.41 |
| Debt: Gilt Fund with 10 year constant duration | -0.26 | 0.35 | 0.72 | 4.91 | 5.9 | 9.57 | 8.52 | 5.53 | 8.08 | 7.79 |
| Debt: Medium Duration | -0.05 | 0.76 | 1.69 | 5.06 | 5.77 | 9.22 | 7.63 | 6.85 | 6.79 | 7.14 |
| Debt: Corporate Bond | -0.02 | 0.63 | 1.68 | 4.98 | 5.59 | 8.96 | 7.56 | 6.01 | 7.18 | 7.18 |
| Debt: Short Duration | 0.01 | 0.62 | 1.75 | 4.78 | 5.42 | 8.7 | 7.42 | 6.05 | 6.82 | 7.03 |
| Debt: Floater | 0.02 | 0.61 | 1.74 | 4.71 | 5.3 | 8.62 | 7.79 | 6.29 | 7.16 | 6.95 |
| Debt: Banking and PSU | -0.02 | 0.6 | 1.59 | 4.74 | 5.35 | 8.59 | 7.37 | 5.88 | 7.22 | 7.11 |
| Debt: Medium to Long Duration | -0.26 | 0.46 | 0.46 | 4.14 | 4.89 | 7.97 | 7.41 | 5.47 | 6.47 | 7.69 |
| Debt: Dynamic Bond | -0.37 | 0.52 | 0.15 | 4.01 | 4.73 | 7.88 | 7.41 | 5.77 | 7.0 | 6.99 |
| Debt: Low Duration | 0.08 | 0.59 | 1.82 | 4.22 | 4.76 | 7.85 | 7.1 | 5.83 | 6.57 | 6.5 |
| Debt: Money Market | 0.1 | 0.58 | 1.8 | 4.11 | 4.65 | 7.74 | 7.21 | 5.74 | 6.54 | 6.51 |
| Fund of Funds-Domestic-Debt | -0.2 | 0.22 | 1.68 | 5.21 | 5.06 | 7.37 | 11.08 | 12.95 | 7.46 | 8.41 |
| Debt: Ultra Short Duration | 0.09 | 0.56 | 1.7 | 3.75 | 4.27 | 7.28 | 6.83 | 5.58 | 6.29 | 6.33 |
| Debt: Gilt | -0.73 | 0.5 | -0.95 | 3.29 | 4.01 | 7.09 | 7.44 | 5.31 | 7.33 | 7.11 |
| Fund of Funds-Income Plus Arbitrage | 0.01 | 0.56 | 1.55 | 3.54 | 4.0 | 7.06 | 9.36 | 8.5 | 7.92 | 4.4 |
| Debt: Liquid | 0.1 | 0.48 | 1.53 | 3.35 | 3.92 | 6.98 | 6.89 | 5.45 | 6.1 | 6.38 |
| Debt: Long Duration | -0.79 | 0.68 | -1.35 | 2.97 | 3.64 | 6.79 | 7.96 | 4.89 | 7.05 | 7.36 |
| Fund of Funds-Domestic-Hybrid | -0.89 | -0.74 | 3.48 | 8.38 | 5.75 | 6.69 | 15.33 | 15.6 | 11.31 | 12.22 |
| Hybrid: Arbitrage | 0.05 | 0.43 | 1.32 | 3.08 | 3.69 | 6.57 | 6.77 | 5.41 | 5.7 | 5.65 |
| ETFs | -1.13 | -1.13 | 4.66 | 9.2 | 6.57 | 6.22 | 17.45 | 18.97 | 12.95 | 12.51 |
| Debt: Overnight | 0.1 | 0.43 | 1.34 | 2.86 | 3.39 | 6.19 | 6.35 | 5.11 | 5.52 | 5.19 |
| Hybrid: Conservative | -0.38 | -0.03 | 1.65 | 4.8 | 4.13 | 5.88 | 9.3 | 9.62 | 7.71 | 8.73 |
| Hybrid: Multi Asset Allocation | -0.85 | -0.32 | 3.84 | 8.48 | 6.16 | 5.54 | 15.76 | 18.13 | 12.46 | 12.45 |
| Hybrid: Equity Savings | -0.33 | -0.24 | 2.26 | 4.79 | 3.4 | 5.08 | 10.13 | 10.64 | 7.85 | 7.84 |
| Hybrid: Balanced | -1.03 | -0.89 | 2.75 | 5.94 | 2.67 | 3.96 | - | - | - | 14.23 |
| Retirement Fund | -0.95 | -1.19 | 3.5 | 6.6 | 2.99 | 2.95 | 13.24 | 13.59 | 9.77 | 11.85 |
| Equity: Thematic-Innovation | -1.32 | -0.43 | 8.58 | 8.3 | -1.33 | 2.47 | 19.16 | 24.64 | - | 15.16 |
| Hybrid: Dynamic Asset Allocation | -0.7 | -0.96 | 2.91 | 5.85 | 2.76 | 2.08 | 12.3 | 12.65 | 9.52 | 10.35 |
| Hybrid: Aggressive | -0.91 | -1.4 | 3.94 | 7.53 | 2.81 | 1.89 | 15.5 | 18.11 | 11.53 | 13.1 |
| Fund of Funds-Domestic-Equity | -1.3 | -1.94 | 5.05 | 8.62 | 3.14 | 1.65 | 17.08 | 20.8 | 14.52 | 9.74 |
| Index Fund | -1.08 | -1.67 | 3.57 | 6.73 | 2.74 | 1.62 | 14.95 | 19.27 | 11.92 | 8.72 |
| Childrens Fund | -1.26 | -1.07 | 4.94 | 7.11 | 1.96 | 1.33 | 14.82 | 16.19 | 11.48 | 13.08 |
| Equity: Multi Cap | -1.6 | -1.44 | 6.56 | 8.82 | 0.48 | 0.44 | 20.57 | 24.85 | 14.58 | 15.21 |
| Equity: Large and Mid Cap | -1.46 | -1.94 | 5.73 | 9.0 | 1.18 | 0.16 | 19.55 | 23.43 | 14.15 | 14.72 |
| Equity: Focused | -1.3 | -1.95 | 4.8 | 8.01 | 1.75 | 0.02 | 16.93 | 20.09 | 13.09 | 15.25 |
| Equity: Thematic-Multi-Sector | -2.52 | -4.0 | -2.11 | -7.56 | -22.91 | - | - | - | - | -22.4 |
| Equity: Mid Cap | -1.57 | -1.31 | 8.32 | 9.89 | -0.13 | -0.28 | 22.37 | 27.52 | 15.55 | 18.78 |
| Equity: Contra | -1.5 | -1.77 | 4.69 | 7.89 | 1.46 | -0.72 | 21.89 | 25.92 | 15.5 | 15.51 |
| Equity: Large Cap | -1.06 | -2.6 | 2.97 | 7.34 | 2.93 | -0.87 | 15.46 | 18.5 | 11.86 | 13.56 |
| Equity: Flexi Cap | -1.4 | -1.96 | 4.98 | 7.69 | 0.35 | -0.89 | 17.21 | 20.96 | 13.34 | 15.39 |
| Equity: Small Cap | -2.16 | -0.37 | 10.07 | 9.35 | -2.39 | -0.94 | 22.72 | 31.95 | 16.96 | 17.55 |
| Equity: ELSS | -1.28 | -1.97 | 4.92 | 8.01 | 0.83 | -1.06 | 17.86 | 21.36 | 13.39 | 14.89 |
| Equity: Thematic-Business-Cycle | -1.48 | -1.56 | 5.9 | 8.28 | -0.38 | -1.49 | 19.79 | 26.42 | 13.03 | 12.22 |
| Equity: Thematic-Others | -1.41 | -1.94 | 5.35 | 8.54 | 1.75 | -1.65 | 19.5 | 24.2 | 13.5 | 11.82 |
| Equity: Thematic-ESG | -1.37 | -2.71 | 3.48 | 5.53 | 1.2 | -1.99 | 14.98 | 17.0 | 12.09 | 14.73 |
| Equity: Thematic-Consumption | -1.33 | -1.0 | 3.6 | 5.82 | -0.86 | -2.11 | 16.72 | 21.27 | 14.1 | 12.16 |
| Equity: Value | -1.33 | -1.68 | 4.92 | 7.39 | 0.91 | -2.63 | 20.92 | 24.42 | 14.41 | 15.44 |
| Equity: Thematic-Special-Opportunities | -1.86 | -0.8 | 7.7 | 7.87 | -1.47 | -2.66 | 18.1 | - | - | 5.69 |
| Equity: Thematic-Energy | -1.77 | -1.41 | 4.71 | 12.59 | 5.7 | -3.42 | 20.66 | 24.49 | 16.69 | 8.15 |
| Equity: Dividend Yield | -1.59 | -2.25 | 3.51 | 6.31 | 0.8 | -4.43 | 20.04 | 23.66 | 14.07 | 14.41 |
| Equity: Sectoral-Technology | -2.41 | -4.19 | 6.99 | -1.61 | -8.21 | -4.46 | 15.75 | 22.11 | 16.71 | 10.35 |
| Equity: Thematic-Manufacturing | -1.1 | -0.34 | 8.69 | 10.3 | 0.86 | -4.72 | 22.8 | 26.23 | 14.07 | 10.44 |
| Equity: Thematic-Transportation | -0.38 | 1.32 | 12.08 | 11.11 | 6.0 | -5.26 | 21.46 | 26.5 | 11.55 | 16.53 |
| Equity: Thematic-Quantitative | -1.34 | -2.75 | 3.82 | 6.13 | 0.26 | -5.29 | 18.81 | 18.66 | 13.68 | 9.8 |
| Equity: Thematic-MNC | -1.47 | 0.12 | 7.82 | 6.17 | -0.7 | -5.76 | 12.32 | 16.14 | 9.48 | 11.11 |
| Equity: Sectoral-Infrastructure | -1.99 | -2.36 | 6.87 | 8.95 | -0.75 | -7.43 | 26.41 | 31.24 | 14.91 | 12.37 |
| Equity: Thematic-Active-Momentum | -1.6 | -1.94 | 5.41 | 2.57 | -6.4 | -8.14 | - | - | - | 9.07 |
| Equity: Sectoral-FMCG | -2.71 | -1.3 | -0.54 | 0.72 | -0.64 | -9.9 | 8.8 | 14.57 | 11.52 | 15.77 |
| Equity: Thematic-PSU | -2.14 | -2.8 | 1.68 | 8.96 | 2.73 | -12.37 | 32.36 | 29.31 | 14.14 | 14.61 |