Edelweiss MF SIP Campaign 728x90

Mutual Fund Category Returns

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Data as on - 28-06-2024
Category Average Return (%) Maximum Return (%) Minimum Return (%) Median Return (%)
Childrens Fund 12.83 14.87 10.19 13.11
Debt: Banking and PSU 7.18 7.78 6.36 7.3
Debt: Corporate Bond 7.31 7.88 6.54 7.38
Debt: Credit Risk 6.63 7.91 3.19 6.95
Debt: Dynamic Bond 7.34 8.59 6.42 7.2
Debt: Floater 7.16 7.45 6.05 7.38
Debt: Gilt 7.92 8.87 6.52 7.8
Debt: Gilt Fund with 10 year constant duration 8.45 8.51 8.38 8.45
Debt: Liquid 6.26 6.63 5.62 6.34
Debt: Long Duration 7.47 7.72 7.22 7.47
Debt: Low Duration 6.62 7.39 5.97 6.75
Debt: Medium Duration 7.32 8.36 5.89 7.31
Debt: Medium to Long Duration 6.73 7.85 4.43 6.87
Debt: Money Market 6.64 7.0 5.84 6.79
Debt: Overnight 5.74 5.89 5.6 5.72
Debt: Short Duration 6.84 7.64 5.67 7.02
Debt: Ultra Short Duration 6.43 7.49 3.86 6.72
Equity: Contra 17.52 17.98 16.87 17.72
Equity: Dividend Yield 15.42 16.81 14.01 15.54
Equity: ELSS 15.55 24.82 12.71 14.88
Equity: Flexi Cap 15.46 20.69 11.22 15.38
Equity: Focused 15.11 19.17 12.49 14.63
Equity: Large and Mid Cap 16.55 21.39 13.85 16.12
Equity: Large Cap 13.65 15.94 11.31 13.45
Equity: Mid Cap 18.98 21.41 16.45 18.78
Equity: Multi Cap 17.05 21.67 15.44 16.41
Equity: Sectoral-Banking and Financial Services 14.04 15.94 11.74 14.51
Equity: Sectoral-FMCG 14.7 14.7 14.7 14.7
Equity: Sectoral-Infrastructure 17.55 21.56 12.65 17.86
Equity: Sectoral-Pharma and Healthcare 14.96 16.62 13.57 14.69
Equity: Sectoral-Technology 18.2 18.92 17.44 18.23
Equity: Small Cap 20.32 24.5 16.24 20.77
Equity: Thematic-Consumption 16.39 18.17 12.41 17.76
Equity: Thematic-Energy 18.14 18.14 18.14 18.14
Equity: Thematic-ESG 14.17 14.17 14.17 14.17
Equity: Thematic-International 9.05 13.38 6.15 7.61
Equity: Thematic-MNC 14.26 14.64 14.02 14.13
Equity: Thematic-Others 15.89 18.94 14.58 14.71
Equity: Thematic-PSU 15.54 18.61 12.48 15.54
Equity: Thematic-Quantitative 13.97 13.97 13.97 13.97
Equity: Thematic-Transportation 15.95 15.95 15.95 15.95
Equity: Value 16.83 19.38 14.05 17.03
ETFs 11.69 21.42 2.89 12.65
Fund of Funds-Domestic-Debt 7.8 8.84 7.22 7.56
Fund of Funds-Domestic-Equity 13.75 15.74 12.04 13.48
Fund of Funds-Domestic-Gold 8.34 8.67 7.85 8.44
Fund of Funds-Domestic-Hybrid 12.03 21.04 6.77 11.31
Fund of Funds-Overseas 6.01 14.42 -3.55 5.93
Hybrid: Aggressive 13.1 17.55 9.82 13.54
Hybrid: Arbitrage 5.86 6.11 5.34 5.9
Hybrid: Conservative 8.29 10.15 6.21 8.35
Hybrid: Dynamic Asset Allocation 10.68 14.82 8.42 10.62
Hybrid: Equity Savings 8.33 9.58 6.77 8.37
Hybrid: Multi Asset Allocation 12.58 17.31 10.1 11.35
Index Fund 12.96 16.06 11.94 12.59
Retirement Fund 10.97 15.34 7.12 9.89

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