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 | -1.46 | 2.7 | 26.82 | 13.75 | 27.53 | 30.33 | 23.34 | 29.15 | 12.97 | 15.46 |
| Nifty Capital Markets TRI | -4.59 | 7.54 | -13.45 | -7.06 | -18.19 | 27.64 | 27.19 | 37.24 | - | 23.55 |
| Nifty India Defence TRI | -3.57 | 7.62 | -4.41 | -6.69 | -5.66 | 21.83 | 57.72 | 63.28 | - | 31.15 |
| NiftyFinancialServices TRI | -2.49 | 4.33 | 4.88 | 2.61 | 2.71 | 12.42 | 11.99 | 20.62 | 12.92 | 17.39 |
| BSE Healthcare | -3.79 | 0.01 | -11.64 | -11.48 | -12.62 | 10.85 | 16.56 | 22.14 | 8.08 | 15.07 |
| NIFTY INDIA TOURISM TRI | -1.21 | 6.24 | -1.88 | -0.6 | -4.96 | 9.65 | 18.7 | 33.69 | 14.08 | 12.09 |
| Nifty Financial Services Ex-Bank TRI | -2.72 | 4.04 | 1.8 | -5.36 | 1.93 | 8.84 | 14.79 | 23.67 | 14.06 | 19.22 |
| 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 |
| NIFTY Healthcare TRI | -3.35 | 0.7 | -10.67 | -12.15 | -12.04 | 8.32 | 15.65 | 20.68 | 6.96 | 14.67 |
| NIFTY NON-CYCLICAL CONSUMER TRI | -0.3 | 4.4 | -5.23 | -13.19 | -6.01 | 7.78 | 14.53 | 20.1 | 13.82 | 15.79 |
| 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 |
| NASDAQ 100 TRI | 0.27 | -6.75 | -11.56 | -6.6 | -12.0 | 6.09 | 14.18 | 21.2 | 20.27 | 12.73 |
| Nifty India Consumption TRI | -0.94 | 3.2 | -5.52 | -13.64 | -5.43 | 5.87 | 15.76 | 20.47 | 12.95 | 14.44 |
| Nifty Services Sector TRI | -3.45 | 0.52 | -3.15 | -7.04 | -4.9 | 5.67 | 7.83 | 20.61 | 11.54 | 15.65 |
| Nifty FMCG TRI | 2.93 | 6.52 | -3.32 | -10.56 | -2.13 | 5.04 | 14.94 | 15.9 | 11.9 | 16.6 |
| Nifty Pharma TRI | -4.66 | -1.97 | -12.46 | -15.81 | -14.49 | 4.83 | 13.85 | 18.63 | 4.66 | 14.13 |
| Nifty Low Volatility 50 TRI | -2.0 | 1.94 | -3.45 | -9.78 | -2.24 | 4.78 | 14.75 | 21.43 | 13.32 | 17.62 |
| BSE Bankex | -2.81 | 3.58 | 2.24 | -0.85 | -0.44 | 4.48 | 9.89 | 20.21 | 10.24 | 19.01 |
| BSE Financial Services | -2.55 | 3.5 | 0.72 | -2.65 | -1.75 | 4.41 | 10.58 | 19.87 | 10.37 | 13.13 |
| MSCI ACWI TRI | -2.12 | -7.56 | -6.25 | -5.66 | -6.84 | 4.23 | 7.97 | 13.5 | 9.48 | 11.22 |
| Nifty Bank TRI | -2.16 | 3.59 | 1.49 | -1.5 | -1.22 | 4.02 | 10.91 | 21.03 | 10.97 | 18.26 |
| BSE Financials Ex-Banks 30 Index | -2.74 | 2.31 | -0.28 | -7.53 | -0.31 | 3.96 | 12.32 | 0.91 | 0.91 | 0.91 |
| Nifty Private Bank TRI | -2.37 | 2.92 | 2.66 | -1.42 | 0.9 | 3.31 | 10.22 | 19.1 | 10.0 | 18.35 |
| BSE FMCG | 2.2 | 5.9 | -4.75 | -12.14 | -3.97 | 3.26 | 12.21 | 12.89 | 9.24 | 12.1 |
| NIFTY TOP 10 EQUAL WEIGHT TRI | -4.48 | -0.88 | -4.3 | -6.74 | -4.89 | 2.93 | 10.05 | 20.64 | 12.91 | 13.62 |
| S&P GLOBAL 1200 | -3.37 | -6.9 | -7.85 | -7.39 | -8.4 | 2.25 | 3.67 | 11.87 | 8.3 | 7.48 |
| Nifty 100 Low Volatility 30 TRI | -2.32 | 0.69 | -5.41 | -11.56 | -4.61 | 2.11 | 13.08 | 21.16 | 12.89 | 17.49 |
| BSE SENSEX Next 50 | -3.95 | 1.43 | -6.21 | -13.66 | -8.24 | 1.91 | 13.56 | 25.02 | 11.08 | 13.04 |
| NIFTY INDIA NEW AGE CONSUMPTION TRI | -4.94 | -0.39 | -12.53 | -17.74 | -14.28 | 1.78 | 17.16 | 27.91 | 11.74 | 13.22 |
| NIFTY Midcap 50 TRI | -4.33 | 0.79 | -9.83 | -15.1 | -12.08 | 1.08 | 18.63 | 33.77 | 16.05 | 14.64 |
| NIFTY 200 Quality 30 TRI | -2.65 | -0.44 | -10.1 | -18.09 | -10.26 | 0.6 | 9.73 | 18.75 | 11.31 | 17.71 |
| Nifty 100 ESG Sector Leaders TRI | -3.89 | -0.24 | -4.27 | -10.85 | -5.14 | 0.32 | 8.64 | 19.82 | 11.29 | 13.81 |
| BSE Sensex | -0.28 | 1.42 | -2.87 | -7.65 | -3.82 | 0.16 | 8.42 | 19.22 | 10.03 | 14.92 |
| NIFTY 50 TRI | -4.0 | -0.67 | -4.56 | -9.98 | -5.04 | 0.16 | 9.26 | 21.08 | 11.17 | 13.56 |
| NIFTY MIDCAP 100 TRI | -4.75 | 0.8 | -10.96 | -15.96 | -13.22 | -0.14 | 17.44 | 32.62 | 14.96 | 20.76 |
| NIFTY CPSE Total Return Index | -2.94 | 3.08 | -1.53 | -13.98 | -2.2 | -0.18 | 32.35 | 38.11 | 12.99 | 15.08 |
| NIFTY Midcap150 Quality 50 TRI | -5.44 | -2.24 | -13.27 | -18.87 | -14.68 | -0.2 | 7.55 | 20.38 | 12.96 | 18.07 |
| Nifty Quality Low Volatility 30 TRI | -1.26 | 1.32 | -6.33 | -14.56 | -5.19 | -0.34 | 10.39 | 18.43 | 10.58 | 16.65 |
| NIFTY 100 ESG TRI | -3.96 | -0.78 | -5.88 | -13.07 | -6.52 | -0.36 | 8.09 | 21.32 | 11.96 | 12.55 |
| NIFTY LARGE MIDCAP 250 TRI | -4.4 | -0.2 | -8.28 | -14.01 | -9.79 | -0.41 | 13.22 | 26.44 | 13.84 | 15.59 |
| BSE 150 MidCap Index | -4.92 | -0.55 | -11.72 | -17.56 | -13.8 | -0.48 | 15.67 | 30.39 | 0.49 | 0.49 |
| NIFTY MIDCAP 150 TRI | -4.83 | -0.09 | -11.52 | -16.48 | -13.47 | -0.55 | 16.85 | 31.69 | 16.11 | 16.97 |
| NIFTY 200 TRI | -4.1 | -0.13 | -6.08 | -12.38 | -7.33 | -0.56 | 10.54 | 22.57 | 11.8 | 14.05 |
| NIFTY 100 TRI | -3.97 | -0.31 | -5.06 | -11.64 | -6.08 | -0.59 | 9.44 | 21.14 | 11.38 | 16.7 |
| NIFTY 100 Quality 30 TRI | -2.39 | -0.5 | -8.44 | -16.62 | -8.23 | -0.6 | 10.77 | 19.5 | 10.02 | 12.71 |
| NIFTY 50 Equal Weight TRI | -4.17 | -1.03 | -4.55 | -12.94 | -4.37 | -0.69 | 12.96 | 26.24 | 11.42 | 14.02 |
| BSE Midcap Select Index | -5.81 | -2.34 | -15.12 | -19.22 | -18.24 | -0.87 | 11.13 | 24.07 | - | 12.41 |
| BSE 100 | -3.97 | -0.28 | -5.48 | -11.55 | -6.39 | -0.99 | 8.82 | 20.53 | 10.16 | 15.59 |
| NIFTY500 MULTICAP INDIA MANUFACTURING 50:30:20 TRI | -6.28 | -3.93 | -11.28 | -17.83 | -12.16 | -1.04 | 14.8 | 30.86 | 12.07 | 15.01 |
| NIFTY 500 TRI | -4.27 | -0.41 | -7.48 | -13.45 | -8.84 | -1.14 | 10.96 | 23.52 | 12.14 | 12.15 |
| NIFTY TOTAL MARKET TRI | -4.33 | -0.57 | -7.96 | -13.76 | -9.32 | -1.2 | 11.27 | 23.98 | 12.33 | 14.43 |
| BSE Teck | -7.72 | -8.7 | -18.08 | -19.81 | -18.27 | -1.55 | 0.04 | 19.72 | 9.57 | 6.75 |
| BSE SENSEX 50 | -3.97 | -0.68 | -5.3 | -11.04 | -5.95 | -1.6 | 7.84 | 19.61 | - | 13.08 |
| NIFTY200 VALUE 30 TRI | -5.61 | -0.02 | -2.3 | -13.75 | -4.98 | -1.62 | 27.7 | 40.16 | 14.53 | 16.2 |
| NIFTY500 MULTICAP 50:25:25 TRI | -4.57 | -0.61 | -9.6 | -15.03 | -11.23 | -1.64 | 12.56 | 27.15 | 13.16 | 15.57 |
| NIFTY MNC TRI | -2.06 | -0.85 | -8.74 | -19.11 | -8.37 | -1.67 | 11.9 | 17.92 | 11.18 | 12.94 |
| BSE 200 | -4.1 | -0.35 | -6.28 | -12.69 | -7.43 | -1.82 | 9.26 | 21.39 | 10.69 | 13.51 |
| BSE 250 LargeMidCap Index | -4.13 | -0.34 | -6.59 | -12.99 | -7.81 | -1.94 | 9.24 | 21.47 | - | 11.66 |
| NIFTY500 QUALITY 50 TRI | -5.88 | -2.42 | -14.14 | -19.81 | -16.21 | -2.03 | 12.42 | 22.57 | 11.9 | 16.93 |
| NIFTY 100 Equal Weight TRI | -4.04 | 0.17 | -5.65 | -15.15 | -7.01 | -2.07 | 12.2 | 24.55 | 11.69 | 18.15 |
| Nifty Alpha Quality Low Volatility 30 TRI | -1.78 | 0.8 | -9.87 | -18.86 | -10.14 | -2.14 | 13.52 | 20.81 | 13.23 | 17.93 |
| NIFTY SMALLCAP 50 TRI | -5.04 | -1.59 | -14.41 | -18.63 | -17.56 | -2.22 | 14.61 | 33.44 | 9.21 | 11.68 |
| Nifty India Manufacturing TRI | -6.33 | -3.7 | -10.39 | -19.88 | -11.28 | -2.24 | 14.86 | 28.59 | 11.63 | 14.8 |
| BSE LargeCap | -3.92 | -0.27 | -5.19 | -11.85 | -6.14 | -2.42 | 7.7 | 19.69 | 9.73 | 11.64 |
| BSE LargeMidCap | -4.12 | -0.37 | -6.52 | -13.01 | -7.74 | -2.44 | 9.12 | 21.04 | 10.42 | 12.17 |
| BSE 500 | -4.23 | -0.48 | -7.59 | -13.86 | -8.94 | -2.45 | 9.47 | 22.11 | 10.83 | 14.15 |
| BSE AllCap | -4.36 | -0.71 | -8.39 | -14.28 | -9.71 | -2.47 | 9.92 | 22.76 | 10.97 | 12.09 |
| NIFTY 50 Value 20 TRI | -5.18 | -3.78 | -11.28 | -16.18 | -11.74 | -2.5 | 10.35 | 23.37 | 14.13 | 18.65 |
| BSE Low Volatility Index | -1.72 | 0.99 | -5.28 | -12.07 | -4.62 | -2.51 | 12.69 | 17.86 | - | 12.74 |
| Nifty India Digital TRI | -7.39 | -5.59 | -18.02 | -18.94 | -20.76 | -2.57 | 6.59 | 27.3 | 9.6 | 12.12 |
| Nifty Next 50 TRI | -3.83 | 1.43 | -7.27 | -19.24 | -10.59 | -2.67 | 12.54 | 22.46 | 12.83 | 20.34 |
| NIFTY DIVIDEND OPPORTUNITIES 50 TRI | -4.59 | -2.34 | -9.76 | -17.06 | -10.97 | -2.88 | 15.56 | 25.02 | 13.04 | 13.03 |
| BSE Mid Cap | -5.09 | -0.86 | -12.51 | -18.29 | -14.85 | -2.95 | 16.02 | 28.3 | 13.6 | 18.73 |
| BSE Mid Small Cap Index | -5.41 | -1.73 | -15.25 | -19.59 | -17.26 | -3.06 | 15.07 | 31.29 | 13.89 | 13.15 |
| Nifty 50 Shariah TRI | -4.37 | -1.95 | -11.4 | -19.07 | -11.7 | -3.19 | -17.73 | 5.22 | 0.97 | 9.19 |
| NIFTY500 MULTICAP INFRASTRUCTURE 50:30:20 TRI | -4.09 | 1.74 | -6.81 | -13.57 | -8.81 | -3.22 | 17.5 | 31.4 | 14.07 | 14.89 |
| BSE Small Cap | -5.71 | -2.55 | -17.72 | -20.79 | -19.45 | -3.24 | 14.27 | 33.98 | 14.26 | 19.77 |
| NIFTY PSE TRI | -3.22 | 4.29 | -2.39 | -14.8 | -4.47 | -3.27 | 29.43 | 34.99 | 13.27 | 13.38 |
| Nifty Infrastructure TRI | -4.13 | 1.07 | -3.04 | -11.3 | -4.26 | -3.36 | 16.73 | 27.72 | 10.7 | 11.7 |
| NIFTY Midcap 150 Moment 50 TRI | -5.63 | 1.31 | -15.1 | -20.93 | -18.24 | -3.83 | 17.79 | 34.31 | 19.99 | 23.1 |
| NIFTY500 EQUAL WEIGHT TRI | -5.06 | -1.37 | -13.08 | -18.63 | -14.74 | -4.11 | 14.26 | 31.49 | 12.71 | 14.73 |
| NIFTY GROWTH SECTORS 15 TRI | -3.86 | -4.69 | -14.31 | -17.94 | -13.09 | -4.46 | 11.34 | 17.74 | 8.33 | 17.05 |
| Nifty 500 Shariah TRI | -5.24 | -2.54 | -13.71 | -21.01 | -14.76 | -4.53 | 6.85 | 21.18 | 12.45 | 12.05 |
| NIFTY 500 VALUE 50 TRI | -6.42 | -2.02 | -5.08 | -15.13 | -6.73 | -5.12 | 24.67 | 41.02 | 15.04 | 16.38 |
| Nifty IT TRI | -10.38 | -14.02 | -24.17 | -22.84 | -24.54 | -5.22 | -0.76 | 22.97 | 12.44 | 14.58 |
| S&P GLOBAL AGRIBUSINESS INDEX | -4.77 | -6.25 | -1.64 | -5.67 | -1.66 | -5.26 | -8.07 | 10.03 | 4.7 | 4.4 |
| Nifty Housing TRI | -4.75 | 0.34 | -3.22 | -12.31 | -6.56 | -5.47 | 9.57 | 24.81 | 12.91 | 13.83 |
| NIFTY SMALLCAP 250 TRI | -5.49 | -1.75 | -16.78 | -20.62 | -19.11 | -5.64 | 13.83 | 34.28 | 13.04 | 15.57 |
| BSE Enhanced Value Index | -5.15 | -1.07 | -4.12 | -14.8 | -5.58 | -5.87 | 20.78 | 37.56 | - | 14.98 |
| Nifty Alpha Low-Volatility 30 TRI | -2.83 | 0.62 | -8.99 | -19.28 | -10.34 | -6.04 | 13.43 | 20.54 | 13.94 | 18.84 |
| NIFTY SMALLCAP250 QUALITY 50 TRI | -5.63 | -2.96 | -18.57 | -24.13 | -21.45 | -6.19 | 14.49 | 33.74 | 15.95 | 18.96 |
| BSE Quality Index | -3.95 | -1.42 | -10.8 | -21.74 | -10.9 | -6.57 | 11.13 | 20.34 | - | 12.53 |
| NIFTY SMALLCAP 100 TRI | -5.6 | -1.59 | -15.7 | -18.95 | -18.62 | -6.6 | 12.73 | 32.97 | 10.96 | 15.01 |
| BSE 250 SmallCap Index | -5.15 | -1.81 | -16.43 | -21.62 | -18.71 | -6.76 | 12.47 | 32.14 | - | 10.47 |
| BSE Bharat 22 Index | -4.01 | 0.34 | -6.22 | -14.64 | -8.29 | -6.87 | 20.94 | 28.76 | - | 11.02 |
| Nifty Transportation & Logistics TRI | -4.55 | -2.58 | -11.45 | -22.72 | -12.39 | -7.25 | 22.16 | 32.62 | 11.71 | 17.48 |
| NIFTY COMMODITIES TRI | -5.99 | -1.53 | -0.64 | -14.6 | -1.9 | -7.26 | 8.84 | 28.32 | 13.29 | 12.22 |
| NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100 TRI | -6.22 | -2.02 | -16.5 | -23.18 | -19.14 | -7.48 | 12.9 | 29.11 | 16.16 | 21.98 |
| Nifty Auto TRI | -5.92 | -4.1 | -13.54 | -23.8 | -11.75 | -7.76 | 23.69 | 30.42 | 9.66 | 16.63 |
| BSE PSU | -3.67 | 3.01 | -4.7 | -14.95 | -7.29 | -8.02 | 23.76 | 30.63 | 8.25 | 11.54 |
| BSE 500 SHARIAH | -5.99 | -4.35 | -13.42 | -20.35 | -13.83 | -8.54 | 4.39 | 18.24 | 9.7 | 13.58 |
| NIFTY200 ALPHA 30 TRI | -5.07 | 0.15 | -15.2 | -25.08 | -19.09 | -9.31 | 14.53 | 27.96 | 18.02 | 17.8 |
| BSE India Infrastructure Index | -4.52 | 1.95 | -7.72 | -20.33 | -11.01 | -9.62 | 21.25 | 34.85 | 10.89 | 11.14 |
| BSE POWER | -2.95 | 3.16 | -4.17 | -24.34 | -8.88 | -9.91 | 11.75 | 34.67 | 11.17 | 9.54 |
| BSE IT | -10.16 | -13.91 | -25.52 | -25.59 | -25.85 | -10.79 | -3.55 | 20.22 | 10.67 | 14.14 |
| Nifty Alpha 50 TRI | -5.71 | -1.71 | -18.77 | -27.16 | -22.64 | -10.84 | 6.02 | 32.63 | 17.53 | 20.48 |
| NIFTY INDIA SELECT 5 CORPORATE GROUPS TRI | -5.85 | -3.98 | -9.95 | -19.72 | -10.74 | -10.99 | 6.6 | 33.45 | 15.68 | 19.91 |
| Nifty Metal TRI | -13.57 | -12.09 | -6.56 | -19.69 | -9.27 | -11.14 | 6.23 | 37.62 | 14.57 | 12.29 |
| NIFTY EV & NEW AGE AUTOMOTIVE | -7.83 | -6.57 | -16.61 | -27.74 | -16.8 | -11.17 | 17.04 | 36.56 | - | 14.78 |
| NIFTY IPO | -5.49 | -4.59 | -20.66 | -24.55 | -22.56 | -11.58 | 2.45 | 14.31 | - | 7.49 |
| NIFTY OIL & GAS TRI | -5.13 | -0.6 | -6.99 | -17.55 | -6.02 | -12.72 | 7.93 | 22.16 | 15.3 | 14.57 |
| NIFTY SMALLCAP250 MOMENTUM QUALITY 100 TRI | -6.27 | -2.9 | -18.16 | -24.33 | -21.02 | -13.08 | 10.42 | 32.04 | 16.14 | 21.87 |
| NIFTY500 MULTICAP MOMENTUM QUALITY 50 TRI | -7.16 | -3.6 | -18.87 | -26.81 | -21.5 | -13.19 | 10.57 | 24.24 | 15.59 | 20.97 |
| NIFTY500 MOMENTUM 50 TRI | -7.04 | -2.82 | -18.41 | -29.9 | -22.14 | -13.98 | 11.32 | 28.33 | 16.34 | 21.99 |
| Nifty PSU Bank TRI | -3.31 | 2.72 | -2.6 | -8.02 | -6.85 | -14.54 | 28.97 | 37.27 | 6.13 | 10.42 |
| Nifty 200 Momentum 30 TRI | -6.82 | -3.54 | -16.69 | -29.32 | -20.01 | -15.68 | 8.87 | 22.73 | 15.85 | 19.0 |
| NIFTY HIGH BETA 50 TRI | -4.95 | 0.5 | -6.28 | -18.8 | -9.69 | -17.05 | 13.52 | 33.28 | 6.58 | 6.83 |
| Nifty Realty TRI | -8.7 | -4.41 | -21.23 | -25.81 | -25.84 | -18.1 | 18.38 | 33.65 | 13.49 | -0.8 |
| Nifty Energy TRI | -5.69 | -0.72 | -7.83 | -23.07 | -9.77 | -19.39 | 5.95 | 23.69 | 16.08 | 17.93 |
| Nifty Media TRI | -2.53 | -0.59 | -18.01 | -28.3 | -18.43 | -20.71 | -14.53 | 6.61 | -3.4 | 3.1 |
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.
