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TOP PERFORMING CATEGORIES
Category
1Y
2Y
3Y
5Y
Others: Index Funds/ETFs Others: Index Funds/ETFs 19.4% 13.8% 11.3% 3.3%
Equity: Multi Cap Fund Equity: Multi Cap Fund 26.1% 15.0% 16.4% 14.9%
Equity: Large Cap Fund Equity: Large Cap Fund 19.5% 13.3% 16.1% 14.0%
Equity: Large & Mid Cap Fund Equity: Large & Mid Cap Fund 23.7% 16.9% 19.9% 15.6%
Equity: Mid Cap Fund Equity: Mid Cap Fund 38.8% 20.6% 26.2% 20.6%
Equity: Small Cap Fund Equity: Small Cap Fund 30.7% 19.2% 22.3% 23.0%
Equity: ELSS Equity: ELSS 27.1% 15.0% 19.0% 16.1%
Equity: Sectoral/Thematic Equity: Sectoral/Thematic 30.5% 16.9% 22.1% 17.4%
Equity: Value Fund Equity: Value Fund 26.8% 17.1% 21.7% 18.3%
Equity: Focused Fund Equity: Focused Fund 24.3% 13.8% 19.1% 16.9%
Equity: Dividend Yield Fund Equity: Dividend Yield Fund 36.1% 19.5% 25.4% 18.6%
Equity: Contra Fund Equity: Contra Fund 34.0% 21.4% 26.4% 21.0%
Hybrid: Aggressive Hybrid Fund Hybrid: Aggressive Hybrid Fund 17.7% 11.2% 14.2% 12.8%
Hybrid: Arbitrage Fund Hybrid: Arbitrage Fund 6.5% 5.3% 4.8% 4.9%
Hybrid: Dynamic Asset Allocation or Balanced Advantage Hybrid: Dynamic Asset Allocation or Balanced Advantage 15.9% 11.8% 12.2% 10.1%
Hybrid: Equity Savings Hybrid: Equity Savings 12.9% 16.3% 14.1% 9.4%
Hybrid: Fixed Maturity Plans - Hybrid Hybrid: Fixed Maturity Plans - Hybrid 8.0% 9.5% 9.2% 8.3%
Hybrid: Conservative Hybrid Fund Hybrid: Conservative Hybrid Fund 8.9% 8.2% 8.9% 8.3%
Hybrid: Multi Asset Allocation Hybrid: Multi Asset Allocation 19.4% 13.4% 15.9% 15.3%
Hybrid: Capital Protection Funds Hybrid: Capital Protection Funds 5.6% 5.5% 5.8% 5.7%
Debt: Low Duration Fund Debt: Low Duration Fund 6.6% 5.7% 4.1% 4.6%
Debt: Short Duration Fund Debt: Short Duration Fund 6.8% 6.2% 5.2% 5.8%
Debt: Ultra Short Duration Fund Debt: Ultra Short Duration Fund 6.3% 5.4% 5.2% 5.8%
Debt: Money Market Fund Debt: Money Market Fund 6.2% 5.4% 4.8% 5.5%
Debt: Floater Fund Debt: Floater Fund 1.1% 2.7% 3.3% 5.4%
Debt: Corporate Bond Fund Debt: Corporate Bond Fund 3.4% 3.1% 3.6% 6.8%
Debt: Credit Risk Fund Debt: Credit Risk Fund 7.7% 5.9% 6.6% 5.3%
Debt: Fixed Maturity Plans - Debt Debt: Fixed Maturity Plans - Debt 5.5% 6.9% 7.1% 6.5%
Debt: Medium Duration Fund Debt: Medium Duration Fund 3.2% 3.6% 4.5% 5.1%
Debt: Dynamic Bond Fund Debt: Dynamic Bond Fund 7.1% 5.7% 5.1% 6.5%
Debt: Medium to Long Duration Fund Debt: Medium to Long Duration Fund 6.8% 5.1% 4.8% 6.2%
Debt: Gilt Fund Debt: Gilt Fund 6.6% 4.7% 4.3% 6.8%
Debt: Long Duration Fund Debt: Long Duration Fund 5.2% 4.1% 3.8% 6.1%
Category
1W
1M
3M
6M
Others: Index Funds/ETFs Others: Index Funds/ETFs 1.4% 5.1% 6.4% 10.9%
Equity: Multi Cap Fund Equity: Multi Cap Fund 1.2% 3.8% 8.2% 17.0%
Equity: Large Cap Fund Equity: Large Cap Fund 1.9% 7.4% 7.5% 14.5%
Equity: Large & Mid Cap Fund Equity: Large & Mid Cap Fund 1.8% 6.7% 7.3% 15.1%
Equity: Mid Cap Fund Equity: Mid Cap Fund 2.7% 6.6% 9.4% 22.2%
Equity: Small Cap Fund Equity: Small Cap Fund 2.1% 4.3% 8.6% 19.2%
Equity: ELSS Equity: ELSS 2.0% 6.2% 8.3% 16.4%
Equity: Sectoral/Thematic Equity: Sectoral/Thematic 2.2% 6.7% 10.2% 19.8%
Equity: Value Fund Equity: Value Fund 2.1% 7.1% 10.8% 20.3%
Equity: Focused Fund Equity: Focused Fund 1.7% 6.3% 7.8% 15.7%
Equity: Dividend Yield Fund Equity: Dividend Yield Fund 1.5% 9.3% 14.2% 26.4%
Equity: Contra Fund Equity: Contra Fund 2.0% 9.4% 13.0% 24.0%
Hybrid: Aggressive Hybrid Fund Hybrid: Aggressive Hybrid Fund 1.4% 5.1% 6.1% 11.6%
Hybrid: Arbitrage Fund Hybrid: Arbitrage Fund 0.0% 0.4% 1.4% 3.2%
Hybrid: Dynamic Asset Allocation or Balanced Advantage Hybrid: Dynamic Asset Allocation or Balanced Advantage 1.5% 4.4% 5.8% 11.0%
Hybrid: Equity Savings Hybrid: Equity Savings 0.7% 2.9% 4.1% 8.2%
Hybrid: Fixed Maturity Plans - Hybrid Hybrid: Fixed Maturity Plans - Hybrid 0.4% 0.8% 6.2% 9.6%
Hybrid: Conservative Hybrid Fund Hybrid: Conservative Hybrid Fund 0.4% 1.8% 2.7% 5.6%
Hybrid: Multi Asset Allocation Hybrid: Multi Asset Allocation 1.0% 6.3% 7.3% 13.0%
Hybrid: Capital Protection Funds Hybrid: Capital Protection Funds 0.1% 0.4% 1.7% 2.6%
Debt: Low Duration Fund Debt: Low Duration Fund 0.0% 0.6% 1.4% 3.4%
Debt: Short Duration Fund Debt: Short Duration Fund 0.0% 0.4% 1.1% 3.7%
Debt: Ultra Short Duration Fund Debt: Ultra Short Duration Fund 0.1% 0.5% 1.5% 3.1%
Debt: Money Market Fund Debt: Money Market Fund 0.1% 0.5% 1.3% 2.8%
Debt: Floater Fund Debt: Floater Fund 0.2% -5.3% -4.6% -2.6%
Debt: Corporate Bond Fund Debt: Corporate Bond Fund 0.1% 0.7% 1.4% 2.0%
Debt: Credit Risk Fund Debt: Credit Risk Fund 0.1% 0.6% 2.6% 4.0%
Debt: Fixed Maturity Plans - Debt Debt: Fixed Maturity Plans - Debt 0.0% 0.3% 1.0% 2.1%
Debt: Medium Duration Fund Debt: Medium Duration Fund 0.0% -2.1% -1.6% -0.3%
Debt: Dynamic Bond Fund Debt: Dynamic Bond Fund 0.2% 0.9% 1.7% 3.3%
Debt: Medium to Long Duration Fund Debt: Medium to Long Duration Fund 0.0% 1.0% 1.5% 2.7%
Debt: Gilt Fund Debt: Gilt Fund -0.1% 1.0% 1.5% 2.6%
Debt: Long Duration Fund Debt: Long Duration Fund -0.3% 0.9% 1.0% 1.8%