Kotak MF Jitne Sapne Utni SIP 728x90

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 CPSE Total Return Index 1.47 3.1 18.19 40.49 41.67 117.67 53.76 27.61 14.08 16.82
Nifty Realty TRI -2.39 9.39 22.69 42.16 41.13 114.35 47.64 31.69 16.06 1.14
BSE India Infrastructure Index 0.59 2.58 16.25 39.58 39.04 108.43 39.24 25.65 14.09 14.29
S&P GLOBAL 1200 0.1 1.92 3.66 14.17 14.17 105.28 4.93 10.69 8.97 8.04
BSE PSU 0.47 0.76 16.03 35.5 36.29 99.43 39.25 22.04 9.67 12.77
BSE POWER 1.78 4.55 18.69 37.04 36.71 98.78 41.81 30.6 13.42 11.22
NIFTY 500 VALUE 50 TRI 0.36 2.59 16.23 29.86 30.39 92.91 41.21 30.58 17.3 18.01
Nifty PSU Bank TRI -0.25 0.2 5.88 29.02 29.85 84.23 43.92 19.07 7.74 11.87
Nifty Alpha 50 TRI 0.24 6.24 19.45 34.28 33.5 83.4 28.57 36.32 25.36 22.85
NIFTY SMALLCAP 50 TRI 0.52 9.74 22.13 21.48 20.54 77.94 21.74 24.62 12.82 13.03
NIFTY Midcap 150 Moment 50 TRI -1.1 3.68 18.04 29.3 28.66 74.64 34.39 35.78 27.51 25.27
Nifty Energy TRI 3.29 2.44 7.1 24.55 25.5 72.58 30.36 23.69 17.95 19.93
Nifty Transportation & Logistics TRI 0.46 6.04 16.78 37.04 35.42 71.82 33.75 28.89 17.77 19.51
Nifty Auto TRI 0.43 6.02 17.88 37.23 35.69 71.42 34.36 27.54 15.24 18.58
NIFTY SMALLCAP 100 TRI 0.47 8.63 20.08 22.0 21.25 70.9 24.55 25.4 14.39 16.62
NIFTY HIGH BETA 50 TRI -0.62 3.84 15.08 24.27 23.36 70.9 29.1 23.69 8.6 8.47
Nifty 200 Momentum 30 TRI -0.4 1.8 14.94 30.09 29.76 68.03 26.59 26.94 23.45 21.67
Nifty Next 50 TRI 0.61 4.42 18.13 35.46 34.5 65.65 23.71 22.28 17.29 22.04
NIFTY EV & NEW AGE AUTOMOTIVE 1.51 11.68 21.4 34.77 33.09 64.72 39.38 34.51 - 22.12
NIFTY SMALLCAP 250 TRI 0.4 8.55 19.51 22.87 22.13 64.17 27.8 28.41 17.28 17.29
Nifty Infrastructure TRI 2.79 4.22 9.72 25.3 25.47 61.89 29.36 23.78 12.36 12.8
Nifty India Manufacturing TRI 0.64 5.38 19.56 33.3 32.74 61.69 26.8 26.79 16.15 16.48
BSE Mid Cap 0.42 6.07 17.39 26.36 25.3 61.48 26.8 25.53 17.48 20.35
BSE Mid Small Cap Index 0.39 8.03 19.12 24.62 23.68 61.01 27.2 27.69 18.24 14.68
BSE Small Cap 0.37 9.9 20.77 23.0 22.16 60.71 27.57 29.63 17.91 21.47
Nifty Metal TRI -1.76 0.01 18.88 23.91 23.11 58.63 24.71 28.97 14.12 13.98
NIFTY MIDCAP 100 TRI 0.57 6.7 16.07 21.99 21.02 57.95 28.35 27.01 18.94 22.24
NIFTY Midcap 50 TRI 0.56 7.23 16.27 20.57 19.85 57.67 29.12 27.73 18.17 15.85
NIFTY MIDCAP 150 TRI 0.48 7.08 17.39 23.34 22.3 57.44 27.92 27.93 20.35 18.5
BSE Midcap Select Index 1.2 6.44 16.35 24.7 24.23 57.06 22.02 20.67 - 15.42
NIFTY COMMODITIES TRI 1.55 2.66 11.25 20.21 20.41 55.2 22.92 22.38 14.17 13.52
Nifty Alpha Quality Low Volatility 30 TRI 0.64 3.49 11.46 23.16 22.67 52.36 22.99 22.29 18.78 19.53
NIFTY DIVIDEND OPPORTUNITIES 50 TRI 1.14 3.4 10.0 17.21 17.45 51.26 25.88 21.51 14.76 14.38
Nifty Alpha Low-Volatility 30 TRI 1.86 3.41 7.07 21.04 20.61 50.12 22.98 20.43 19.98 20.5
NIFTY 100 Equal Weight TRI 0.96 4.14 11.68 22.12 21.69 49.31 21.13 21.11 14.79 19.47
NIFTY500 MULTICAP 50:25:25 TRI 1.09 6.44 14.02 18.94 18.54 47.0 22.65 22.89 16.57 16.93
Nifty Pharma TRI 1.04 2.69 3.9 17.32 17.52 45.98 12.32 20.56 9.68 14.54
NIFTY LARGE MIDCAP 250 TRI 1.12 6.06 13.5 19.04 18.57 45.4 22.61 22.68 17.39 16.89
BSE Healthcare 0.92 4.35 5.87 17.67 17.63 44.77 13.53 23.55 12.66 15.28
Nifty India Digital TRI 2.53 8.49 8.79 15.63 15.1 44.23 14.89 21.96 12.99 13.08
Nifty Housing TRI 1.09 4.61 12.22 15.43 15.12 44.02 19.92 20.31 14.87 15.2
NIFTY Healthcare TRI 1.22 3.99 4.3 18.18 18.47 42.9 13.82 22.79 11.57 15.02
NIFTY Midcap150 Quality 50 TRI 0.32 6.67 20.79 20.58 19.76 42.42 16.4 21.24 18.02 19.83
NIFTY MNC TRI 0.82 4.3 17.56 27.12 25.8 40.96 21.45 19.98 16.48 13.93
Nifty 500 Shariah TRI 1.43 6.25 12.83 16.27 15.89 40.08 16.51 21.9 16.48 13.55
NIFTY 500 TRI 1.47 5.7 11.79 16.91 16.73 39.98 19.83 19.78 15.27 12.86
BSE 500 SHARIAH 0.74 4.84 10.67 15.65 14.84 38.52 14.39 19.81 14.69 15.11
BSE 500 1.48 5.48 11.21 16.18 15.99 37.9 18.24 18.44 13.93 15.09
NIFTY 50 Equal Weight TRI 1.61 4.4 7.86 13.62 13.69 37.72 20.93 20.84 13.73 14.71
Nifty Low Volatility 50 TRI 1.79 4.73 8.27 14.38 14.13 37.53 17.71 19.93 16.87 0.33
NIFTY 200 TRI 1.65 5.27 10.58 15.84 15.76 37.15 18.79 18.67 14.78 15.09
NIFTY 50 Value 20 TRI 2.04 4.58 7.68 12.97 13.69 37.02 19.82 21.75 16.25 20.37
Nifty India Consumption TRI 0.93 4.73 10.33 17.31 16.86 36.32 21.86 19.92 15.66 15.28
NIFTY 200 Quality 30 TRI 1.15 4.48 11.8 13.26 13.06 36.07 17.51 18.89 15.12 19.09
BSE 200 1.67 4.95 9.97 15.29 15.22 35.54 17.41 17.65 13.66 14.17
NIFTY 100 Quality 30 TRI 0.96 3.56 10.88 12.98 12.69 34.35 17.64 17.99 14.05 14.18
Nifty 100 Low Volatility 30 TRI 2.14 4.83 5.53 11.31 11.2 34.24 17.58 18.87 15.67 18.48
NIFTY 100 ESG TRI 1.62 5.61 9.18 13.72 13.64 34.22 15.42 18.18 14.84 13.98
NIFTY 100 TRI 1.86 5.01 9.61 14.75 14.82 33.79 17.24 17.38 14.22 17.79
Nifty 100 ESG Sector Leaders TRI 2.24 5.47 8.54 13.42 13.46 32.99 15.34 16.6 14.16 15.61
Nifty Quality Low Volatility 30 TRI 0.82 3.75 6.53 10.84 10.5 31.33 16.36 18.07 14.78 17.79
BSE 100 1.95 5.14 9.03 13.37 13.46 31.11 16.42 16.35 12.76 14.23
Nifty Financial Services Ex-Bank TRI 1.29 4.7 7.63 11.65 11.19 30.98 14.81 14.07 16.58 19.79
BSE Teck 2.41 6.29 6.54 7.28 7.69 30.59 9.16 17.47 12.63 13.0
NIFTY 50 TRI 2.18 5.21 8.13 11.05 11.29 28.12 16.32 16.68 13.69 14.3
Nifty IT TRI 2.72 7.36 4.58 2.55 3.06 28.05 9.78 20.25 16.18 15.5
Nifty 50 Shariah TRI 2.26 4.91 6.16 6.45 6.62 26.99 -11.77 2.0 4.2 10.08
BSE IT 2.15 7.04 3.67 2.14 2.61 26.58 7.29 18.74 14.81 15.26
Nifty Services Sector TRI 1.85 6.53 9.97 10.41 10.74 25.28 12.65 13.85 14.09 16.24
BSE Sensex 2.36 5.14 7.31 9.15 9.4 23.65 14.44 14.94 12.14 15.33
NIFTY GROWTH SECTORS 15 TRI 1.36 3.11 2.29 4.15 4.18 19.39 15.29 14.84 12.01 18.5
Nifty Bank TRI 1.38 6.61 11.78 8.6 9.08 19.13 14.93 11.61 13.98 19.08
BSE Bankex 1.61 6.35 11.45 9.1 9.68 19.03 14.23 11.27 13.23 19.92
NiftyFinancialServices TRI 1.88 6.63 12.3 9.52 9.76 18.89 13.06 12.37 15.21 17.91
Nifty Private Bank TRI 1.15 7.18 11.22 5.08 5.32 16.0 12.73 9.21 13.91 19.41
Nifty Media TRI -2.32 5.72 11.0 -16.13 -16.43 14.82 3.68 0.35 0.32 4.87
Nifty FMCG TRI 1.37 3.46 6.14 1.88 1.02 11.33 18.39 15.93 14.37 17.16
BSE FMCG 1.1 3.37 6.37 1.27 0.4 10.51 15.05 12.58 11.97 12.63
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 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
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
BSE Liquid Rate Index 0.13 0.56 1.67 3.36 3.27 6.88 5.51 4.85 - 5.4
S&P GLOBAL AGRIBUSINESS INDEX 0.47 -5.04 -6.74 -3.34 -3.33 0.86 -0.21 5.57 4.51 4.59
BSE Financials Ex-Banks 30 Index 1.0 3.81 7.73 - - - - - - 12.32
BSE 150 MidCap Index 0.86 7.33 18.47 - - - - - - 24.0
BSE 250 SmallCap Index 0.37 8.97 19.28 - - - - - - 20.3
BSE AllCap 1.4 5.74 11.77 - - - - - - 16.07
BSE Enhanced Value Index 0.7 1.38 14.08 - - - - - - 29.17
BSE Financial Services 1.27 5.97 10.7 - - - - - - 8.98
BSE LargeCap 1.92 4.66 8.46 - - - - - - 12.97
BSE LargeMidCap 1.62 4.92 10.07 - - - - - - 15.03
BSE Low Volatility Index 2.23 4.42 7.0 - - - - - - 15.09
BSE Quality Index 0.35 3.78 14.95 - - - - - - 23.41
BSE SENSEX Next 50 0.82 6.5 15.53 - - - - - - 25.7
Nifty High Beta 50 -2.73 -6.99 -2.94 5.6 -6.99 -1.7 17.84 -1.06 3.79 5.27

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.

comments powered by Disqus
Feedback
Notification