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 (%)
Fund of Funds-Domestic-Silver 0.19 -6.44 -10.06 -21.63 -4.39 88.76 41.72 - - 30.44
Fund of Funds-Domestic-Gold and Silver -0.19 -4.4 -6.92 -14.78 1.64 61.43 35.93 - - 32.16
Fund of Funds-Domestic-Gold 0.16 -2.58 -4.39 -9.65 5.58 39.87 31.98 22.65 14.78 16.19
Fund of Funds-Overseas 0.8 -1.7 1.67 11.74 16.11 33.82 23.08 12.16 11.89 13.58
Equity: Thematic-International 2.97 0.57 6.17 11.97 15.71 28.03 17.83 10.25 12.69 11.27
Equity: Thematic-Transportation 4.47 6.32 13.62 8.21 7.83 20.58 21.63 20.18 12.48 18.75
Equity: Sectoral-Pharma and Healthcare 1.79 2.59 12.87 21.33 17.29 15.3 20.42 14.08 13.89 17.17
Equity: Thematic-Manufacturing 3.22 3.13 7.22 12.49 11.86 14.92 21.21 18.32 15.95 12.01
ETFs 1.91 1.26 2.12 -0.96 0.69 13.67 15.89 12.7 12.98 12.06
Equity: Thematic-Active-Momentum 2.76 2.09 9.24 10.07 8.8 12.61 12.78 - - 13.17
Hybrid: Multi Asset Allocation 1.47 0.75 2.33 0.15 2.64 12.28 14.87 13.48 12.74 11.33
Equity: Thematic-Special-Opportunities 3.09 2.06 8.25 10.4 9.59 11.56 19.28 14.43 - 10.0
Equity: Thematic-Energy 2.0 0.93 -2.45 3.8 5.9 11.37 18.29 13.5 16.1 9.78
Equity: Thematic-Innovation 3.11 3.99 10.93 11.79 8.38 11.02 18.59 13.35 - 14.33
Equity: Small Cap 2.29 1.97 9.27 14.61 12.2 10.91 16.65 15.79 16.81 17.4
Equity: Thematic-MNC 3.07 2.47 6.76 7.63 6.49 10.13 9.42 9.16 9.86 13.91
Equity: Mid Cap 1.91 2.23 6.87 8.48 6.78 9.74 18.33 15.75 15.94 17.05
Fund of Funds-Domestic-Hybrid 1.4 1.16 3.58 2.04 2.77 9.06 13.06 11.32 10.96 10.44
Equity: Thematic-PSU 1.36 -0.4 -3.72 -0.64 1.82 8.67 22.54 21.8 14.88 13.15
Equity: Thematic-Multi-Sector 1.77 1.87 7.29 2.54 1.66 8.55 - - - -11.07
Debt: Credit Risk 0.17 0.35 2.33 4.44 5.44 7.98 9.01 9.28 6.36 6.88
Equity: Sectoral-Banking and Financial Services 1.84 -0.16 4.98 - 0.54 7.65 13.3 11.62 12.38 11.77
Equity: Multi Cap 2.45 2.08 6.77 6.53 4.87 7.58 15.52 13.71 14.78 13.94
Equity: Sectoral-Infrastructure 2.2 -0.26 1.52 6.79 7.05 7.35 18.01 18.42 15.74 12.64
Equity: Thematic-Others 2.55 2.2 4.81 3.26 2.26 6.4 15.58 12.84 13.64 9.64
Equity: Large and Mid Cap 2.4 1.98 5.83 4.29 2.75 6.28 15.23 13.33 14.06 12.72
Debt: Liquid 0.13 0.49 1.62 3.24 3.79 6.19 6.75 6.06 5.93 6.36
Equity: Focused 2.75 2.33 6.66 3.72 2.56 6.13 13.29 11.74 13.11 13.88
Hybrid: Arbitrage 0.41 0.73 1.78 3.15 3.74 6.08 6.72 5.88 5.61 5.61
Debt: Money Market 0.14 0.43 1.74 3.19 3.65 6.05 6.98 6.24 6.32 6.32
Debt: FMP 0.11 0.47 1.51 2.97 3.51 5.89 6.58 6.1 6.08 7.23
Debt: Ultra Short Duration 0.13 0.41 1.67 3.16 3.58 5.86 6.66 5.95 5.91 6.3
Debt: Floater 0.12 0.33 2.12 3.36 3.74 5.83 7.46 6.45 6.87 6.81
Equity: Thematic-Business-Cycle 2.37 1.77 6.03 5.17 3.43 5.81 14.14 15.75 13.12 10.63
Debt: Low Duration 0.14 0.37 1.73 3.06 3.44 5.71 6.87 6.14 6.31 6.72
Equity: Value 2.44 1.32 3.59 1.7 0.89 5.67 14.19 13.27 13.44 14.51
Equity: Thematic-Quantitative 2.43 2.72 4.73 1.2 0.48 5.67 13.39 12.07 14.18 9.49
Equity: Dividend Yield 2.37 1.85 3.43 0.62 0.51 5.58 14.33 13.7 13.98 12.27
Debt: Medium Duration 0.11 0.22 2.47 3.23 3.63 5.54 7.41 6.49 6.39 7.05
Fund of Funds-Domestic-Equity 2.17 1.92 4.24 3.52 2.49 5.46 13.64 13.36 14.0 9.37
Fund of Funds-Income Plus Arbitrage 0.22 0.38 2.1 3.14 3.45 5.45 8.47 7.39 7.71 6.04
Equity: Flexi Cap 2.66 2.34 6.22 3.55 2.19 5.37 13.34 11.74 13.46 12.78
Index Fund 1.75 1.7 3.86 2.51 1.74 5.23 11.02 11.03 11.71 7.76
Debt: Overnight 0.1 0.44 1.28 2.5 3.0 5.21 6.03 5.57 5.31 5.05
Fund of Funds-Domestic-Debt 0.16 0.03 2.92 3.57 3.28 5.16 7.58 6.6 7.0 6.88
Hybrid: Balanced 1.52 1.14 4.81 3.28 2.63 5.01 - - - 7.78
Hybrid: Equity Savings 1.05 1.02 2.59 2.26 2.25 5.01 8.4 7.59 7.74 7.89
Debt: Short Duration 0.1 0.21 2.07 2.88 3.12 4.94 6.95 6.15 6.43 6.89
Debt: Banking and PSU 0.09 0.18 2.17 2.89 3.08 4.84 6.93 5.98 6.8 6.98
Debt: Corporate Bond 0.08 0.18 2.2 2.93 3.1 4.84 7.07 6.0 6.75 6.96
Childrens Fund 1.81 1.49 4.46 3.06 1.58 4.3 10.68 9.72 10.07 12.03
Retirement Fund 1.52 1.22 3.82 2.46 1.77 4.23 10.21 9.12 9.9 10.5
Hybrid: Aggressive 1.96 1.55 4.03 1.89 0.91 3.89 11.56 10.39 11.49 12.11
Hybrid: Dynamic Asset Allocation 1.65 1.36 3.4 1.61 0.78 3.62 9.67 8.61 9.49 8.9
Debt: Gilt Fund with 10 year constant duration -0.18 0.02 3.21 2.97 2.95 3.61 7.25 5.79 7.32 7.35
Hybrid: Conservative 0.52 0.47 2.3 2.0 1.89 3.58 7.66 7.45 7.15 8.43
Equity: Thematic-ESG 2.62 2.54 6.66 2.21 0.21 3.54 11.35 9.59 11.67 11.97
Debt: Medium to Long Duration -0.04 -0.08 2.47 2.88 2.82 3.38 6.32 5.59 5.81 7.47
Debt: Dynamic Bond -0.05 -0.14 2.23 2.78 2.76 3.38 6.44 5.69 6.32 6.72
Equity: ELSS 2.51 1.87 4.7 2.1 0.57 3.3 12.72 11.6 13.5 13.79
Equity: Contra 2.25 1.65 4.65 0.04 -1.77 2.89 14.96 14.54 15.27 12.64
Equity: Large Cap 2.64 2.07 4.31 -0.62 -1.8 2.52 11.15 10.1 11.78 12.0
Debt: Gilt -0.2 -0.52 2.52 2.71 2.39 2.07 5.96 5.27 6.39 6.82
Debt: Long Duration -0.29 -0.81 2.65 2.59 2.19 1.73 6.15 5.36 6.28 6.08
Equity: Thematic-Consumption 2.62 3.24 7.84 6.17 1.18 1.72 11.48 12.46 13.55 9.63
SIF - Equity Long Short 2.15 2.1 5.27 8.21 5.84 - - - - 5.21
SIF - Hybrid Long Short 1.34 1.98 5.11 4.76 4.95 - - - - 4.82
Equity: Sectoral-Technology 4.56 9.77 12.1 -1.85 -6.0 -0.93 9.38 6.8 15.93 8.6
Equity: Sectoral-FMCG 1.26 -0.96 -2.7 -3.81 -10.78 -13.01 -1.88 7.09 9.14 14.64