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 (%) Since Launch Ret (%)
Fund of Funds-Domestic-Silver 5.89 7.84 -10.3 -8.32 4.01 103.64 46.99 - - 35.78
Fund of Funds-Domestic-Gold and Silver 6.06 7.08 -3.88 -5.05 9.74 71.22 40.0 - - 39.63
Fund of Funds-Domestic-Gold 5.96 6.87 1.48 -1.74 13.92 51.56 35.61 25.13 15.67 19.84
Fund of Funds-Overseas 1.5 1.81 1.01 14.03 19.74 34.86 25.09 12.71 11.98 14.11
Equity: Thematic-International 1.05 2.96 6.33 12.12 18.41 28.82 19.04 10.72 12.74 11.45
Equity: Thematic-Transportation 0.67 8.62 16.8 7.67 9.95 23.29 22.09 20.48 12.36 19.43
Equity: Thematic-Manufacturing 0.8 4.4 10.01 12.22 13.57 19.18 21.62 18.83 16.08 12.53
Equity: Sectoral-Pharma and Healthcare 0.97 3.53 12.15 19.8 18.59 17.93 20.69 14.53 14.12 17.47
Equity: Thematic-Active-Momentum 1.21 3.44 12.21 10.92 11.29 17.14 14.47 - - 14.51
ETFs 0.79 2.76 4.24 0.35 2.09 16.43 16.51 12.87 13.08 12.56
Equity: Small Cap 0.82 2.5 11.82 15.12 13.98 15.05 17.06 16.52 16.92 17.93
Equity: Thematic-Special-Opportunities 1.31 3.6 11.93 11.15 10.16 14.87 19.92 14.7 - 11.45
Hybrid: Multi Asset Allocation 0.96 2.1 3.99 0.72 3.85 13.97 15.14 13.78 12.77 12.03
Equity: Thematic-MNC 1.02 4.35 8.95 7.79 8.04 13.59 9.88 9.68 9.94 14.23
Equity: Thematic-Innovation 0.78 3.9 12.99 11.92 9.84 13.4 19.14 13.88 - 14.82
Equity: Mid Cap 0.61 2.11 8.86 8.03 7.73 12.27 18.37 16.19 15.91 16.84
Equity: Thematic-Energy 0.04 1.0 0.58 2.95 6.15 11.73 18.04 13.76 15.94 9.77
Equity: Thematic-PSU 1.01 1.5 1.03 -0.38 3.39 10.18 22.84 22.58 14.84 13.39
Equity: Multi Cap 0.45 2.37 9.38 6.53 5.91 10.12 15.72 14.07 14.69 14.24
Fund of Funds-Domestic-Hybrid 0.83 1.95 4.17 1.84 3.6 10.03 13.23 11.6 10.98 10.78
Equity: Thematic-Multi-Sector -0.04 1.67 8.35 2.28 1.67 9.67 - - - -10.93
Equity: Sectoral-Infrastructure -0.12 0.2 4.83 5.78 7.39 8.89 18.0 18.74 15.66 12.67
Debt: Credit Risk 0.22 0.65 2.53 4.54 5.74 8.47 9.06 9.32 6.34 6.89
Equity: Sectoral-Banking and Financial Services -0.13 -0.54 7.44 -1.03 0.64 8.36 13.31 11.82 12.16 11.48
Equity: Large and Mid Cap 0.26 1.98 8.06 3.55 3.28 8.14 15.3 13.56 13.96 12.56
Equity: Focused 0.05 2.38 9.04 3.3 3.0 7.83 13.44 11.87 13.03 13.9
Equity: Thematic-Others -0.12 2.15 6.63 2.68 2.54 7.8 15.59 13.12 13.6 9.4
Fund of Funds-Domestic-Equity 0.22 2.09 6.24 3.27 3.29 7.72 13.77 13.39 13.84 9.6
Equity: Thematic-Business-Cycle 0.31 1.86 8.23 4.48 4.09 7.68 14.18 15.3 13.24 10.81
Equity: Thematic-Quantitative -0.39 2.37 6.35 0.21 0.38 7.37 13.54 12.05 13.92 9.45
Equity: Flexi Cap 0.25 2.54 8.66 3.4 2.78 7.23 13.5 11.93 13.38 12.91
Equity: Value -0.12 1.27 5.93 1.4 1.16 7.09 14.17 13.38 13.36 13.88
Index Fund 0.07 1.7 5.55 2.25 2.04 6.51 11.07 11.02 11.49 7.89
Equity: Dividend Yield -0.13 1.98 4.81 -0.05 0.6 6.39 14.27 13.75 13.8 12.24
Debt: Medium Duration 0.21 0.53 2.7 3.28 3.95 6.28 7.47 6.54 6.35 7.06
Debt: Floater 0.18 0.58 2.3 3.42 3.99 6.28 7.48 6.47 6.86 6.82
Debt: Liquid 0.12 0.52 1.64 3.24 3.94 6.22 6.75 6.07 5.92 6.37
Debt: Money Market 0.15 0.63 1.86 3.23 3.85 6.17 7.0 6.26 6.32 6.33
Hybrid: Balanced -0.24 1.01 5.92 3.31 2.92 6.05 - - - 7.59
Debt: Ultra Short Duration 0.14 0.58 1.76 3.19 3.76 5.96 6.68 5.97 5.91 6.31
Childrens Fund 0.15 1.53 6.39 2.78 1.95 5.95 10.8 9.95 10.01 12.07
Hybrid: Arbitrage 0.07 0.57 1.56 2.94 3.66 5.88 6.64 5.86 5.57 5.56
Debt: Low Duration 0.15 0.59 1.84 3.08 3.63 5.86 6.9 6.16 6.3 6.73
Debt: FMP 0.09 0.49 1.49 2.98 3.61 5.85 6.57 6.11 6.08 7.22
Fund of Funds-Income Plus Arbitrage 0.15 0.53 2.11 3.13 3.6 5.73 8.49 7.42 7.64 6.09
Retirement Fund 0.19 1.37 5.74 2.35 2.27 5.72 10.36 9.22 9.85 10.55
Debt: Corporate Bond 0.18 0.52 2.37 3.02 3.37 5.44 7.14 6.04 6.71 6.97
Debt: Short Duration 0.15 0.51 2.24 2.94 3.37 5.41 7.0 6.17 6.41 6.9
Debt: Banking and PSU 0.17 0.51 2.29 2.97 3.32 5.38 6.99 6.02 6.78 6.99
Hybrid: Equity Savings 0.09 0.97 3.23 2.1 2.25 5.35 8.4 7.6 7.67 7.89
Debt: Gilt Fund with 10 year constant duration 0.15 0.14 3.61 3.03 3.4 5.29 7.36 5.88 7.3 7.38
Fund of Funds-Domestic-Debt 0.18 0.23 2.97 3.47 3.46 5.23 7.65 6.68 6.99 5.9
Debt: Overnight 0.09 0.42 1.28 2.51 3.1 5.2 6.02 5.58 5.31 5.06
Hybrid: Aggressive -0.02 1.57 5.98 1.46 1.14 5.18 11.63 10.48 11.41 12.11
Equity: Thematic-ESG -0.43 2.08 8.15 1.35 0.12 4.95 11.3 9.62 11.46 11.92
Debt: Dynamic Bond 0.35 0.33 2.76 3.12 3.23 4.87 6.57 5.78 6.27 6.75
Equity: ELSS -0.09 1.83 7.16 1.56 0.79 4.83 12.78 11.71 13.41 13.8
Debt: Medium to Long Duration 0.32 0.36 3.07 3.22 3.29 4.77 6.44 5.69 5.75 7.5
Hybrid: Dynamic Asset Allocation 0.03 1.42 5.03 1.29 0.97 4.6 9.72 8.68 9.43 8.91
Debt: Long Duration 0.63 0.06 3.85 3.54 3.07 4.57 6.38 5.59 6.27 6.32
Debt: Gilt 0.51 0.1 3.5 3.38 3.08 4.46 6.16 5.42 6.34 6.88
Hybrid: Conservative 0.08 0.62 2.96 1.89 2.07 4.45 7.69 7.47 7.09 8.43
Equity: Contra -0.47 1.02 6.12 -1.2 -1.9 3.66 14.79 14.73 15.14 12.56
Equity: Large Cap -0.41 1.78 6.86 -1.6 -2.06 3.22 11.15 10.04 11.63 11.95
Equity: Thematic-Consumption -0.35 3.23 9.98 4.15 1.21 2.93 11.38 12.57 13.39 9.66
SIF - Equity Long Short 0.23 1.93 7.87 7.61 6.99 - - - - 5.79
SIF - Hybrid Long Short 0.21 2.03 6.15 4.86 5.19 - - - - 5.17
Equity: Sectoral-Technology -0.11 7.02 12.14 2.67 -6.02 -0.4 8.62 6.5 15.95 8.67
Equity: Sectoral-FMCG -1.93 -1.68 -2.97 -7.41 -12.58 -12.82 -2.15 6.67 8.74 14.54