MUTUAL FUND BENCHMARK RETURNS MONITOR
| Benchmark Name |
1-Week Ret (%) | 1-Month Ret (%) | 3-Months Ret (%) | 6-Months Ret (%) | YTD Ret (%) | 1-Yr Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY RURAL TRI | -3.56 | -4.76 | 18.17 | 8.88 | 20.62 | 29.34 | 24.04 | 22.58 | 12.29 | 15.22 |
| NASDAQ 100 TRI | -2.19 | -1.57 | 4.49 | 13.0 | 1.61 | 24.31 | 20.34 | 25.39 | 22.06 | 13.41 |
| Nifty Capital Markets TRI | -9.44 | -7.38 | -17.2 | -5.07 | -23.16 | 23.68 | 29.52 | 27.03 | - | 22.73 |
| MSCI ACWI TRI | -0.14 | 0.41 | 4.12 | 8.8 | 4.75 | 20.16 | 12.73 | 15.22 | 10.96 | 12.36 |
| S&P GLOBAL 1200 | -0.87 | -0.58 | 1.56 | 7.03 | 2.71 | 17.67 | 8.24 | 12.69 | 9.62 | 8.28 |
| Nifty India Defence TRI | -4.06 | -11.9 | -23.27 | -26.08 | -20.81 | 15.84 | 59.29 | 50.74 | - | 28.42 |
| NiftyFinancialServices TRI | -0.61 | 1.02 | -3.68 | -2.0 | -2.02 | 14.36 | 11.83 | 11.98 | 11.98 | 17.22 |
| Nifty Financial Services Ex-Bank TRI | -3.73 | 0.41 | -3.7 | -7.77 | -3.23 | 9.75 | 15.35 | 13.63 | 13.4 | 19.03 |
| BSE India Financials Bond Index | 0.1 | 1.05 | 2.16 | 4.45 | 3.27 | 8.46 | 6.75 | 8.3 | 8.75 | 8.8 |
| BSE India Corporate Bond Index | 0.09 | 1.07 | 2.15 | 4.52 | 3.34 | 8.35 | 6.75 | 8.27 | 8.73 | 8.76 |
| BSE Healthcare | -3.55 | -5.1 | -10.7 | -10.59 | -15.6 | 8.19 | 17.83 | 23.17 | 9.2 | 14.98 |
| Nifty Services Sector TRI | -2.9 | -2.26 | -7.21 | -7.29 | -6.22 | 7.66 | 9.27 | 13.81 | 11.09 | 15.66 |
| BSE India Bond Index | 0.17 | 1.46 | 2.03 | 5.29 | 4.17 | 7.49 | 5.99 | 7.41 | 8.41 | 8.74 |
| BSE India Government Bond Index | 0.18 | 1.51 | 2.0 | 5.4 | 4.28 | 7.38 | 5.85 | 7.32 | 8.38 | 8.12 |
| NIFTY INDIA NEW AGE CONSUMPTION TRI | -4.47 | -6.01 | -13.56 | -17.16 | -15.61 | 7.33 | 18.45 | 20.64 | 11.89 | 13.21 |
| BSE India 10 Year Sovereign Bond | 0.15 | 1.91 | 2.41 | 5.76 | 4.54 | 7.26 | 5.86 | 6.93 | 7.43 | 6.42 |
| Nifty Bank TRI | -1.3 | -1.07 | -6.86 | -5.47 | -4.95 | 6.12 | 11.05 | 11.29 | 10.08 | 18.17 |
| NIFTY Healthcare TRI | -3.29 | -4.91 | -8.19 | -11.43 | -14.99 | 6.09 | 16.92 | 22.33 | 8.04 | 14.56 |
| Nifty Private Bank TRI | -1.03 | 0.84 | -4.0 | -5.54 | -2.24 | 6.08 | 10.41 | 9.26 | 9.26 | 18.28 |
| BSE Financial Services | -1.49 | -0.81 | -7.12 | -6.86 | -5.83 | 5.94 | 10.91 | 10.75 | 9.53 | 12.96 |
| NIFTY INDIA TOURISM TRI | -4.83 | -3.67 | -8.28 | -11.11 | -13.7 | 5.59 | 17.83 | 21.8 | 13.07 | 11.62 |
| Nifty Metal TRI | -4.53 | 0.76 | -8.05 | -12.35 | -4.97 | 5.45 | 13.05 | 31.58 | 14.67 | 12.6 |
| Nifty India Digital TRI | -6.91 | -8.42 | -14.86 | -14.42 | -16.64 | 5.36 | 10.79 | 24.14 | 10.34 | 12.47 |
| Nifty Pharma TRI | -2.81 | -4.52 | -8.62 | -13.6 | -15.19 | 5.3 | 16.18 | 22.08 | 6.03 | 14.16 |
| BSE Financials Ex-Banks 30 Index | -2.74 | 0.5 | -5.19 | -11.21 | -4.25 | 5.12 | 13.34 | 0.56 | 0.57 | 0.57 |
| BSE Bankex | -1.55 | -1.2 | -7.18 | -5.73 | -5.0 | 5.04 | 9.62 | 10.42 | 9.29 | 18.86 |
| NIFTY NON-CYCLICAL CONSUMER TRI | -3.43 | -5.46 | -11.76 | -17.09 | -11.96 | 4.93 | 14.17 | 16.24 | 13.68 | 15.51 |
| S&P GLOBAL AGRIBUSINESS INDEX | -0.94 | -4.11 | -3.56 | 0.29 | 2.93 | 4.93 | -2.83 | 9.08 | 4.87 | 4.89 |
| NIFTY500 MULTICAP INDIA MANUFACTURING 50:30:20 TRI | -3.94 | -4.9 | -12.18 | -17.79 | -12.57 | 4.82 | 17.4 | 25.83 | 12.35 | 15.07 |
| Nifty India Consumption TRI | -3.62 | -5.61 | -10.32 | -15.17 | -10.42 | 4.68 | 15.59 | 17.15 | 12.71 | 14.2 |
| Nifty India Manufacturing TRI | -4.56 | -5.3 | -12.98 | -19.66 | -12.24 | 4.12 | 17.3 | 24.64 | 11.82 | 14.82 |
| NIFTY TOP 10 EQUAL WEIGHT TRI | -2.94 | -3.98 | -6.73 | -9.07 | -5.79 | 3.26 | 11.71 | 15.03 | 12.53 | 13.65 |
| Nifty Low Volatility 50 TRI | -3.37 | -4.02 | -6.54 | -12.37 | -5.76 | 3.2 | 15.32 | 18.09 | 13.28 | 17.52 |
| BSE SENSEX Next 50 | -4.58 | -5.63 | -14.15 | -18.0 | -13.33 | 2.28 | 15.44 | 19.08 | 10.81 | 12.79 |
| NIFTY 50 TRI | -2.94 | -3.49 | -7.26 | -11.34 | -6.21 | 2.04 | 10.93 | 15.96 | 10.89 | 13.57 |
| Nifty 100 ESG Sector Leaders TRI | -3.13 | -3.25 | -8.04 | -12.39 | -7.07 | 1.8 | 10.0 | 15.5 | 10.89 | 13.75 |
| NIFTY MNC TRI | -3.63 | -6.16 | -12.73 | -18.8 | -10.63 | 1.42 | 12.03 | 14.97 | 11.04 | 12.9 |
| Nifty Auto TRI | -4.68 | -7.92 | -11.39 | -20.76 | -10.22 | 1.36 | 24.75 | 25.56 | 9.74 | 16.82 |
| BSE Sensex | -2.81 | -3.56 | -7.4 | -10.5 | -6.32 | 1.24 | 9.18 | 13.83 | 9.57 | 14.9 |
| NIFTY 100 TRI | -3.41 | -3.96 | -9.28 | -13.6 | -8.03 | 1.22 | 10.95 | 16.01 | 11.08 | 16.68 |
| NIFTY 100 ESG TRI | -3.83 | -3.77 | -9.07 | -14.17 | -7.9 | 1.15 | 9.58 | 16.68 | 11.71 | 12.53 |
| Nifty IT TRI | -7.96 | -10.74 | -12.65 | -10.97 | -13.39 | 1.1 | 5.48 | 22.07 | 13.66 | 15.27 |
| BSE Teck | -6.9 | -8.86 | -11.46 | -13.37 | -12.02 | 1.09 | 4.77 | 17.87 | 10.31 | 7.1 |
| Nifty 100 Low Volatility 30 TRI | -3.83 | -5.09 | -6.31 | -12.39 | -6.55 | 1.06 | 14.26 | 18.44 | 12.89 | 17.47 |
| NIFTY LARGE MIDCAP 250 TRI | -4.17 | -5.24 | -11.96 | -16.01 | -12.01 | 1.05 | 15.28 | 20.12 | 13.64 | 15.54 |
| NIFTY 200 TRI | -3.69 | -4.45 | -10.23 | -14.49 | -9.45 | 1.0 | 12.19 | 17.1 | 11.51 | 14.0 |
| BSE Midcap Select Index | -4.16 | -7.02 | -16.22 | -20.21 | -18.94 | 0.87 | 14.07 | 17.78 | - | 12.46 |
| NIFTY Midcap150 Quality 50 TRI | -4.9 | -7.72 | -15.6 | -19.31 | -16.02 | 0.75 | 9.15 | 15.85 | 13.18 | 18.09 |
| BSE 100 | -3.38 | -4.13 | -9.35 | -13.47 | -8.31 | 0.62 | 10.47 | 15.27 | 9.83 | 15.58 |
| NIFTY 50 Equal Weight TRI | -3.61 | -3.28 | -6.91 | -14.08 | -5.94 | 0.55 | 14.72 | 21.47 | 11.12 | 14.01 |
| NIFTY MIDCAP 150 TRI | -4.98 | -6.58 | -14.74 | -18.55 | -15.95 | 0.54 | 19.45 | 24.08 | 16.01 | 16.9 |
| BSE 150 MidCap Index | -4.54 | -6.28 | -15.36 | -19.93 | -16.17 | 0.51 | 17.89 | 23.11 | 0.25 | 0.25 |
| BSE SENSEX 50 | -3.11 | -3.79 | -8.19 | -12.38 | -7.09 | 0.33 | 9.49 | 14.52 | - | 13.1 |
| NIFTY 500 TRI | -3.91 | -4.87 | -11.53 | -15.53 | -10.99 | 0.27 | 12.71 | 17.8 | 11.88 | 12.11 |
| NIFTY MIDCAP 100 TRI | -5.09 | -6.91 | -14.8 | -18.82 | -16.14 | 0.16 | 20.12 | 24.34 | 14.93 | 20.69 |
| NIFTY TOTAL MARKET TRI | -3.99 | -5.04 | -11.93 | -15.79 | -11.43 | 0.16 | 13.1 | 18.22 | 12.1 | 14.38 |
| Nifty Transportation & Logistics TRI | -4.29 | -6.0 | -13.56 | -21.6 | -12.41 | -0.03 | 23.6 | 26.45 | 11.77 | 17.58 |
| BSE 200 | -3.55 | -4.49 | -10.29 | -14.75 | -9.42 | -0.11 | 10.96 | 15.98 | 10.42 | 13.49 |
| NIFTY Midcap 50 TRI | -4.25 | -5.51 | -13.48 | -18.23 | -15.17 | -0.11 | 21.06 | 25.71 | 15.86 | 14.52 |
| BSE 250 LargeMidCap Index | -3.62 | -4.59 | -10.66 | -15.13 | -9.87 | -0.39 | 10.92 | 16.01 | - | 11.5 |
| NIFTY 100 Quality 30 TRI | -4.48 | -6.41 | -12.2 | -17.33 | -9.76 | -0.44 | 11.68 | 15.88 | 9.94 | 12.68 |
| NIFTY 50 Value 20 TRI | -5.0 | -7.12 | -11.69 | -15.19 | -10.39 | -0.45 | 13.47 | 21.44 | 13.99 | 18.9 |
| NIFTY500 MULTICAP 50:25:25 TRI | -4.33 | -5.66 | -13.58 | -17.26 | -13.52 | -0.64 | 14.71 | 20.33 | 13.01 | 15.51 |
| BSE LargeMidCap | -3.57 | -4.53 | -10.56 | -15.14 | -9.74 | -0.7 | 10.78 | 15.63 | 10.12 | 12.12 |
| BSE LargeCap | -3.4 | -4.1 | -9.37 | -13.76 | -8.12 | -0.71 | 9.27 | 14.49 | 9.35 | 11.58 |
| NIFTY 200 Quality 30 TRI | -5.12 | -7.26 | -13.9 | -19.1 | -12.29 | -0.86 | 10.74 | 16.17 | 11.29 | 17.69 |
| BSE 500 | -3.81 | -4.96 | -11.72 | -16.04 | -11.06 | -1.08 | 11.23 | 16.43 | 10.57 | 14.11 |
| BSE Mid Cap | -4.41 | -6.6 | -15.98 | -21.15 | -16.91 | -1.09 | 18.22 | 21.46 | 13.57 | 18.7 |
| NIFTY 100 Equal Weight TRI | -4.5 | -5.11 | -11.96 | -18.34 | -10.61 | -1.14 | 13.42 | 19.43 | 11.32 | 18.04 |
| BSE AllCap | -3.95 | -5.27 | -12.35 | -16.43 | -11.78 | -1.15 | 11.78 | 17.03 | 10.72 | 12.02 |
| NIFTY200 VALUE 30 TRI | -4.92 | -4.05 | -14.29 | -21.26 | -10.81 | -1.51 | 29.25 | 32.43 | 13.65 | 15.93 |
| Nifty Next 50 TRI | -5.61 | -6.2 | -18.61 | -23.74 | -15.96 | -1.53 | 13.42 | 17.53 | 12.42 | 20.12 |
| NIFTY EV & NEW AGE AUTOMOTIVE | -5.49 | -7.23 | -16.0 | -24.42 | -14.07 | -1.82 | 20.72 | 30.15 | - | 15.57 |
| Nifty Quality Low Volatility 30 TRI | -3.62 | -5.68 | -9.59 | -16.17 | -7.87 | -1.95 | 10.95 | 15.69 | 10.67 | 16.58 |
| NIFTY SMALLCAP 50 TRI | -5.95 | -7.16 | -20.16 | -22.15 | -20.53 | -2.23 | 17.23 | 22.42 | 9.55 | 11.54 |
| Nifty Housing TRI | -3.7 | -3.61 | -11.24 | -15.51 | -10.13 | -2.33 | 11.16 | 17.71 | 12.33 | 13.69 |
| Nifty Alpha Quality Low Volatility 30 TRI | -4.29 | -7.08 | -14.49 | -20.49 | -13.02 | -2.35 | 14.21 | 17.55 | 13.37 | 17.84 |
| NIFTY DIVIDEND OPPORTUNITIES 50 TRI | -5.54 | -7.12 | -14.2 | -18.86 | -11.94 | -2.38 | 18.02 | 21.8 | 12.85 | 13.04 |
| NIFTY Midcap 150 Moment 50 TRI | -5.72 | -7.6 | -20.11 | -22.59 | -20.97 | -2.4 | 20.13 | 28.06 | 20.19 | 23.03 |
| BSE Mid Small Cap Index | -5.25 | -7.98 | -18.8 | -22.13 | -19.53 | -2.69 | 17.77 | 23.73 | 13.92 | 13.06 |
| BSE Low Volatility Index | -2.83 | -4.51 | -6.63 | -13.82 | -6.78 | -2.97 | 13.09 | 15.62 | - | 12.62 |
| NIFTY 500 VALUE 50 TRI | -5.42 | -4.64 | -14.9 | -21.04 | -10.52 | -2.99 | 27.4 | 34.08 | 14.81 | 16.23 |
| NIFTY GROWTH SECTORS 15 TRI | -4.86 | -8.28 | -9.86 | -15.25 | -10.29 | -3.11 | 14.69 | 14.08 | 8.89 | 17.4 |
| Nifty FMCG TRI | -2.7 | -8.05 | -11.66 | -18.48 | -10.25 | -3.99 | 14.57 | 13.64 | 10.94 | 16.32 |
| Nifty Infrastructure TRI | -4.28 | -5.36 | -10.71 | -17.7 | -9.24 | -4.08 | 17.92 | 22.13 | 10.35 | 11.48 |
| NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100 TRI | -5.92 | -8.12 | -20.53 | -25.08 | -20.32 | -4.21 | 16.43 | 23.6 | 16.43 | 22.02 |
| NIFTY CPSE Total Return Index | -4.64 | -5.07 | -16.55 | -25.66 | -10.55 | -4.24 | 33.51 | 32.81 | 12.08 | 14.56 |
| BSE Small Cap | -6.05 | -9.28 | -21.36 | -23.07 | -21.92 | -4.26 | 17.35 | 25.74 | 14.35 | 19.7 |
| NIFTY500 EQUAL WEIGHT TRI | -5.29 | -7.65 | -17.41 | -21.75 | -17.49 | -4.26 | 16.84 | 23.81 | 12.59 | 14.63 |
| BSE IT | -7.76 | -10.49 | -14.01 | -15.13 | -15.07 | -4.35 | 3.07 | 19.6 | 11.85 | 14.8 |
| NIFTY SMALLCAP250 QUALITY 50 TRI | -6.14 | -8.3 | -22.99 | -25.94 | -22.56 | -4.55 | 18.77 | 26.45 | 16.59 | 18.99 |
| Nifty 500 Shariah TRI | -5.45 | -7.71 | -15.92 | -21.9 | -15.76 | -4.95 | 8.79 | 18.07 | 12.69 | 12.05 |
| BSE FMCG | -2.96 | -8.55 | -12.99 | -19.63 | -11.5 | -5.23 | 12.22 | 10.89 | 8.38 | 11.8 |
| BSE Enhanced Value Index | -5.01 | -3.79 | -12.78 | -21.82 | -9.62 | -5.41 | 23.01 | 30.79 | - | 14.63 |
| NIFTY COMMODITIES TRI | -4.5 | -2.68 | -9.27 | -19.12 | -6.15 | -5.41 | 11.47 | 22.08 | 12.66 | 12.06 |
| NIFTY500 MULTICAP INFRASTRUCTURE 50:30:20 TRI | -4.85 | -6.57 | -14.08 | -20.4 | -14.24 | -5.64 | 18.75 | 23.83 | 13.53 | 14.62 |
| BSE Quality Index | -4.1 | -7.17 | -13.69 | -23.78 | -12.23 | -5.91 | 13.42 | 17.23 | - | 12.5 |
| Nifty Alpha Low-Volatility 30 TRI | -4.45 | -6.92 | -13.68 | -21.01 | -13.07 | -6.09 | 14.24 | 16.51 | 14.19 | 18.77 |
| NIFTY SMALLCAP 250 TRI | -5.71 | -8.46 | -21.15 | -23.66 | -21.94 | -6.5 | 16.79 | 24.49 | 13.24 | 15.45 |
| Nifty 50 Shariah TRI | -5.27 | -7.73 | -12.19 | -19.81 | -11.98 | -6.66 | -15.82 | 2.14 | 1.23 | 9.23 |
| NIFTY SMALLCAP 100 TRI | -5.99 | -8.09 | -20.48 | -23.67 | -21.6 | -6.73 | 15.22 | 22.05 | 11.1 | 14.89 |
| BSE 500 SHARIAH | -5.08 | -7.08 | -13.94 | -20.3 | -13.21 | -7.09 | 6.71 | 15.76 | 10.08 | 13.78 |
| BSE 250 SmallCap Index | -5.61 | -8.52 | -21.16 | -24.17 | -21.44 | -7.21 | 15.53 | 22.74 | - | 10.12 |
| BSE Bharat 22 Index | -4.28 | -6.82 | -16.97 | -21.09 | -13.0 | -7.5 | 22.7 | 21.26 | - | 10.42 |
| Nifty Alpha 50 TRI | -7.08 | -9.87 | -24.5 | -29.42 | -24.78 | -7.76 | 10.69 | 26.82 | 18.1 | 20.43 |
| NIFTY200 ALPHA 30 TRI | -6.02 | -8.31 | -20.96 | -29.44 | -21.82 | -8.02 | 16.26 | 22.29 | 18.3 | 17.71 |
| NIFTY500 MOMENTUM 50 TRI | -5.47 | -6.34 | -23.88 | -28.66 | -21.48 | -9.0 | 15.19 | 24.22 | 17.27 | 22.18 |
| NIFTY PSE TRI | -5.85 | -6.67 | -19.48 | -28.33 | -14.67 | -9.45 | 29.29 | 28.39 | 12.02 | 12.94 |
| Nifty 200 Momentum 30 TRI | -5.46 | -6.87 | -21.24 | -27.36 | -18.62 | -9.71 | 12.42 | 19.56 | 16.52 | 19.22 |
| NIFTY500 MULTICAP MOMENTUM QUALITY 50 TRI | -5.62 | -9.4 | -23.71 | -28.56 | -21.83 | -10.17 | 13.62 | 21.31 | 16.26 | 21.07 |
| BSE India Infrastructure Index | -5.51 | -8.57 | -19.52 | -30.78 | -17.16 | -10.67 | 22.68 | 26.76 | 10.3 | 10.52 |
| NIFTY IPO | -5.72 | -7.35 | -20.17 | -24.05 | -21.83 | -11.62 | 5.56 | 8.3 | - | 7.72 |
| BSE POWER | -5.39 | -7.34 | -22.57 | -30.1 | -17.26 | -11.66 | 14.35 | 27.41 | 9.77 | 9.07 |
| NIFTY SMALLCAP250 MOMENTUM QUALITY 100 TRI | -6.45 | -7.32 | -23.51 | -27.76 | -22.73 | -11.72 | 14.28 | 23.87 | 16.77 | 21.86 |
| Nifty Realty TRI | -5.52 | -7.53 | -22.17 | -22.97 | -24.17 | -12.04 | 22.68 | 23.64 | 13.33 | -0.69 |
| BSE PSU | -5.92 | -8.64 | -20.02 | -27.21 | -15.72 | -12.53 | 23.81 | 22.01 | 6.98 | 11.18 |
| NIFTY OIL & GAS TRI | -4.8 | -5.2 | -12.06 | -27.35 | -10.24 | -15.3 | 10.78 | 18.48 | 14.88 | 14.39 |
| NIFTY HIGH BETA 50 TRI | -5.79 | -8.46 | -19.23 | -28.32 | -15.68 | -16.54 | 15.0 | 21.4 | 5.69 | 6.52 |
| Nifty PSU Bank TRI | -5.33 | -8.8 | -17.45 | -18.72 | -13.59 | -16.78 | 30.07 | 24.79 | 4.62 | 10.09 |
| Nifty Energy TRI | -4.98 | -5.54 | -18.34 | -30.23 | -14.19 | -21.46 | 8.79 | 19.68 | 15.57 | 17.77 |
| Nifty Media TRI | -7.07 | -10.17 | -29.41 | -34.22 | -23.57 | -32.53 | -11.11 | -2.98 | -3.94 | 2.77 |
Investor may know that each Mutual Fund Scheme follow a Benchmark. A Benchmark is nothing but a standard against which the performance of a mutual fund scheme or fund manager can be measured. Generally, broad market indices, Stock market indices and bond indexes are used for the purpose of benchmarking. Mutual Fund Benchmark Returns tool provides returns of each Mutual Fund Benchmark across 1 week, 1 month, 3 month, 6 month, YTD (year till date), 1 year, 3 year, 5 year, 10 year and since launch periods. Using the sorting button provided in respective return period columns, you can find out which Benchmark gave the best return in the sorted period If sorted, the order of Benchmarks change basis the highest returns to lowest returns generated by the respective Benchmarks in the chosen period. Very helpful tool to find how each mutual fund Benchmarks returns vary differently in different time periods. This helps grow conviction as to why investor should spread investments across various mutual fund Schemes which follow different Benchmarks for portfolio diversification and asset allocation purposes based on investors risk taking appetite and time horizon of investments. The mutual fund Benchmark returns are shown in XIRR percentage terms.
Advisorkhoj develops innovative mutual fund research tools and Calculators that may help you in your investments. Mutual Fund Distributors who wish to display MF Research and calculators on their website may write to sales@advisorkhoj.com for APIs.
