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-Silver | 3.68 | 3.99 | 28.81 | 54.08 | 68.34 | 49.75 | 34.75 | - | - | 35.4 |
| Fund of Funds-Domestic-Gold and Silver | 0.69 | 3.83 | 24.23 | 36.83 | 60.85 | 49.49 | 32.87 | - | - | 27.95 |
| Fund of Funds-Domestic-Gold | -0.4 | 4.12 | 20.83 | 25.79 | 55.17 | 48.78 | 31.76 | 17.36 | 14.72 | 21.33 |
| Fund of Funds-Overseas | 1.8 | 2.32 | 11.5 | 30.03 | 27.19 | 29.73 | 24.6 | 14.12 | 10.63 | 12.51 |
| Equity: Thematic-International | 0.9 | 2.03 | 6.96 | 20.49 | 18.86 | 20.56 | 18.54 | 11.84 | 11.11 | 10.63 |
| Equity: Thematic-Transportation | -0.33 | 1.26 | 10.09 | 23.14 | 16.3 | 13.63 | 24.8 | 27.24 | 12.85 | 19.97 |
| ETFs | 0.19 | 4.1 | 6.73 | 12.96 | 14.61 | 12.71 | 18.96 | 19.51 | 13.99 | 14.38 |
| Equity: Sectoral-Banking and Financial Services | -0.48 | 4.96 | 3.58 | 7.79 | 13.53 | 11.57 | 16.45 | 20.92 | 13.67 | 14.99 |
| Hybrid: Multi Asset Allocation | 0.09 | 3.04 | 5.39 | 10.19 | 12.57 | 11.29 | 17.58 | 18.65 | 13.01 | 13.6 |
| Debt: Credit Risk | 0.08 | 0.68 | 1.66 | 3.61 | 9.35 | 10.41 | 8.76 | 9.06 | 6.42 | 6.79 |
| Fund of Funds-Domestic-Hybrid | 0.12 | 2.67 | 3.63 | 7.76 | 9.92 | 9.83 | 15.46 | 15.83 | 11.65 | 11.76 |
| Debt: Medium Duration | 0.06 | 0.73 | 1.29 | 3.0 | 7.13 | 8.24 | 7.77 | 6.72 | 6.66 | 7.1 |
| Debt: Corporate Bond | 0.08 | 0.75 | 1.28 | 3.0 | 6.94 | 8.07 | 7.66 | 5.91 | 7.05 | 7.11 |
| Debt: Short Duration | 0.09 | 0.68 | 1.29 | 3.07 | 6.78 | 7.98 | 7.52 | 5.99 | 6.7 | 6.99 |
| Debt: Floater | 0.1 | 0.67 | 1.34 | 3.13 | 6.73 | 7.86 | 7.78 | 6.23 | 7.09 | 6.9 |
| Debt: Banking and PSU | 0.09 | 0.75 | 1.29 | 2.92 | 6.7 | 7.79 | 7.46 | 5.82 | 7.11 | 7.12 |
| Debt: Gilt Fund with 10 year constant duration | -0.04 | 0.69 | 0.34 | 1.12 | 6.24 | 7.61 | 8.32 | 5.33 | 7.79 | 7.59 |
| Fund of Funds-Domestic-Debt | 0.11 | 1.4 | 2.06 | 3.85 | 7.29 | 7.49 | 10.9 | 13.95 | 7.3 | 8.37 |
| Debt: Low Duration | 0.11 | 0.54 | 1.43 | 3.29 | 6.27 | 7.41 | 7.19 | 5.86 | 6.5 | 6.64 |
| Debt: Money Market | 0.11 | 0.49 | 1.42 | 3.25 | 6.16 | 7.35 | 7.24 | 5.83 | 6.48 | 6.54 |
| Debt: Ultra Short Duration | 0.11 | 0.5 | 1.41 | 3.14 | 5.76 | 6.92 | 6.9 | 5.64 | 6.22 | 6.38 |
| Debt: Liquid | 0.1 | 0.47 | 1.42 | 2.97 | 5.45 | 6.64 | 6.91 | 5.59 | 6.04 | 6.3 |
| Fund of Funds-Income Plus Arbitrage | 0.03 | 0.65 | 1.27 | 2.82 | 5.35 | 6.37 | 9.24 | 8.26 | 7.95 | 4.78 |
| Fund of Funds-Domestic-Equity | 0.22 | 3.42 | 4.1 | 9.86 | 7.71 | 6.34 | 18.49 | 20.92 | 14.79 | 10.33 |
| Hybrid: Equity Savings | -0.02 | 1.49 | 1.99 | 4.5 | 5.49 | 6.31 | 9.91 | 10.49 | 8.05 | 7.78 |
| Debt: Medium to Long Duration | -0.09 | 0.59 | 0.36 | 0.87 | 5.26 | 6.27 | 7.14 | 5.28 | 6.18 | 7.64 |
| Hybrid: Arbitrage | -0.01 | 0.48 | 1.26 | 2.62 | 5.05 | 6.25 | 6.8 | 5.44 | 5.66 | 5.5 |
| Debt: Dynamic Bond | -0.13 | 0.59 | 0.46 | 0.65 | 5.2 | 6.09 | 7.22 | 5.59 | 6.72 | 6.89 |
| Hybrid: Conservative | 0.05 | 1.26 | 1.2 | 3.03 | 5.44 | 5.95 | 9.05 | 9.29 | 7.7 | 8.67 |
| Debt: Overnight | 0.1 | 0.45 | 1.35 | 2.7 | 4.83 | 5.94 | 6.33 | 5.24 | 5.46 | 5.26 |
| Hybrid: Balanced | -0.17 | 2.17 | 2.15 | 5.36 | 5.05 | 5.64 | - | - | - | 13.61 |
| Equity: Thematic-Innovation | 0.24 | 3.64 | 3.74 | 13.86 | 2.61 | 5.42 | 20.38 | 23.61 | - | 15.28 |
| Equity: Thematic-Energy | 2.08 | 3.58 | 3.4 | 9.88 | 10.55 | 5.27 | 20.42 | 25.49 | 18.91 | 10.07 |
| Hybrid: Aggressive | -0.02 | 2.89 | 2.09 | 6.69 | 5.23 | 5.08 | 14.58 | 17.57 | 12.01 | 13.02 |
| Equity: Large Cap | -0.1 | 3.81 | 2.82 | 6.37 | 6.27 | 5.04 | 14.69 | 18.3 | 12.66 | 13.55 |
| Index Fund | 0.07 | 3.2 | 2.48 | 6.49 | 5.26 | 4.95 | 14.24 | 19.32 | 12.73 | 9.3 |
| Retirement Fund | -0.03 | 2.51 | 1.7 | 5.83 | 4.9 | 4.89 | 12.79 | 13.31 | 9.9 | 11.62 |
| Hybrid: Dynamic Asset Allocation | 0.02 | 2.65 | 1.9 | 5.19 | 4.87 | 4.88 | 11.92 | 12.57 | 9.91 | 10.28 |
| Equity: Large and Mid Cap | 0.23 | 3.9 | 2.58 | 9.35 | 4.16 | 4.59 | 18.36 | 22.54 | 14.81 | 14.34 |
| Debt: Gilt | -0.36 | 0.36 | -0.31 | -1.18 | 3.7 | 4.54 | 6.92 | 5.03 | 6.95 | 6.92 |
| Childrens Fund | 0.11 | 3.25 | 1.86 | 7.76 | 4.21 | 4.17 | 13.91 | 17.4 | 11.63 | 13.38 |
| Equity: Mid Cap | 0.51 | 4.02 | 2.37 | 11.81 | 2.37 | 4.07 | 21.26 | 25.63 | 16.26 | 18.25 |
| Equity: Multi Cap | 0.27 | 3.84 | 2.37 | 9.96 | 3.08 | 3.91 | 18.94 | 23.94 | 15.09 | 15.2 |
| Equity: Focused | -0.04 | 3.76 | 2.43 | 8.05 | 4.57 | 3.83 | 15.82 | 19.9 | 13.81 | 15.04 |
| Debt: Long Duration | -0.5 | 0.38 | -0.44 | -1.73 | 3.17 | 3.79 | 7.55 | 4.8 | 6.69 | 6.61 |
| Equity: Thematic-Manufacturing | 0.59 | 2.95 | 3.03 | 13.22 | 4.3 | 3.52 | 22.57 | 26.27 | 15.21 | 11.11 |
| Equity: Contra | 0.01 | 3.81 | 2.26 | 7.82 | 4.17 | 3.42 | 20.16 | 25.24 | 16.21 | 15.44 |
| Equity: Flexi Cap | -0.09 | 3.7 | 2.6 | 8.61 | 3.31 | 3.42 | 16.36 | 20.33 | 14.15 | 14.23 |
| Equity: Thematic-Others | 0.2 | 3.55 | 2.49 | 8.86 | 4.6 | 3.25 | 18.02 | 23.41 | 14.07 | 11.29 |
| Equity: ELSS | -0.01 | 3.62 | 1.92 | 7.74 | 3.01 | 2.69 | 16.63 | 20.5 | 14.09 | 14.74 |
| Equity: Thematic-PSU | 2.33 | 4.09 | 5.44 | 8.09 | 8.3 | 2.54 | 29.11 | 32.87 | 15.89 | 14.97 |
| Equity: Thematic-ESG | -0.45 | 3.58 | 2.13 | 6.23 | 3.56 | 2.41 | 14.32 | 16.73 | 12.65 | 14.61 |
| Equity: Thematic-Special-Opportunities | 0.14 | 4.31 | 3.12 | 12.19 | 2.04 | 2.21 | 18.74 | 20.99 | - | 6.81 |
| Equity: Thematic-Business-Cycle | 0.07 | 3.71 | 2.24 | 9.11 | 2.09 | 2.2 | 18.12 | 24.62 | 13.69 | 12.84 |
| Equity: Thematic-Consumption | -0.53 | 2.38 | 3.52 | 7.7 | 2.81 | 2.11 | 15.56 | 21.08 | 14.76 | 12.02 |
| Equity: Value | 0.32 | 3.93 | 2.53 | 8.25 | 3.62 | 2.11 | 19.35 | 23.57 | 14.7 | 15.49 |
| Equity: Dividend Yield | 0.16 | 3.85 | 3.23 | 7.58 | 4.43 | 1.92 | 19.53 | 23.51 | 14.71 | 14.66 |
| Equity: Thematic-Quantitative | 0.03 | 3.45 | 2.31 | 6.96 | 2.74 | 0.91 | 17.13 | 18.49 | 14.39 | 10.54 |
| Equity: Thematic-MNC | -0.02 | 2.56 | 3.11 | 10.52 | 1.96 | 0.63 | 12.1 | 15.57 | 9.78 | 13.1 |
| Equity: Sectoral-Pharma and Healthcare | -0.5 | 3.13 | -2.82 | 5.63 | -2.05 | 0.39 | 21.85 | 17.9 | 11.5 | 15.33 |
| Equity: Thematic-Multi-Sector | 1.16 | 4.41 | 2.68 | 1.5 | -20.64 | - | - | - | - | -20.11 |
| Equity: Sectoral-Technology | 0.51 | 5.44 | 2.39 | 9.64 | -5.71 | -0.05 | 16.3 | 19.18 | 16.66 | 11.05 |
| Equity: Sectoral-Infrastructure | 0.93 | 3.66 | 2.39 | 10.36 | 1.76 | -0.13 | 24.05 | 31.01 | 15.95 | 12.95 |
| Equity: Small Cap | 0.68 | 3.71 | 0.9 | 12.95 | -1.35 | -1.23 | 20.27 | 28.22 | 17.12 | 17.45 |
| Equity: Sectoral-FMCG | -0.53 | 2.19 | 1.88 | 1.45 | 1.39 | -3.62 | 8.0 | 15.8 | 11.65 | 15.69 |
| Equity: Thematic-Active-Momentum | 0.18 | 3.71 | 1.81 | 8.32 | -13.77 | -7.09 | - | - | - | 7.33 |