Mutual Fund Category Returns
Data as on - 01-07-2024
| Category | Average Return (%) | Maximum Return (%) | Minimum Return (%) | Median Return (%) |
|---|---|---|---|---|
| Childrens Fund | 11.66 | 21.66 | 6.82 | 11.34 |
| Debt: Banking and PSU | 1.66 | 1.79 | 1.51 | 1.66 |
| Debt: Corporate Bond | 1.68 | 1.86 | 1.51 | 1.67 |
| Debt: Credit Risk | 1.71 | 2.44 | 0.86 | 1.71 |
| Debt: Dynamic Bond | 1.7 | 2.14 | 1.02 | 1.73 |
| Debt: Floater | 1.92 | 2.15 | 1.6 | 1.94 |
| Debt: Gilt | 1.81 | 2.28 | 1.3 | 1.82 |
| Debt: Gilt Fund with 10 year constant duration | 1.72 | 1.84 | 1.65 | 1.71 |
| Debt: Liquid | 1.78 | 2.3 | 1.64 | 1.8 |
| Debt: Long Duration | 2.1 | 2.43 | 1.61 | 2.18 |
| Debt: Low Duration | 1.76 | 1.91 | 1.61 | 1.78 |
| Debt: Medium Duration | 1.65 | 2.15 | 1.28 | 1.6 |
| Debt: Medium to Long Duration | 1.64 | 1.75 | 1.5 | 1.62 |
| Debt: Money Market | 1.77 | 1.86 | 1.51 | 1.79 |
| Debt: Overnight | 1.61 | 1.69 | 1.39 | 1.61 |
| Debt: Short Duration | 1.64 | 1.82 | 1.52 | 1.65 |
| Debt: Ultra Short Duration | 1.75 | 1.88 | 1.5 | 1.75 |
| Equity: Contra | 13.66 | 14.43 | 12.52 | 14.02 |
| Equity: Dividend Yield | 12.46 | 17.65 | 8.85 | 11.89 |
| Equity: ELSS | 12.35 | 19.08 | 7.69 | 12.47 |
| Equity: Flexi Cap | 12.58 | 20.84 | 6.47 | 11.73 |
| Equity: Focused | 11.5 | 16.7 | 5.71 | 11.4 |
| Equity: Large and Mid Cap | 13.99 | 21.1 | 9.34 | 13.35 |
| Equity: Large Cap | 9.63 | 16.32 | 6.33 | 9.65 |
| Equity: Mid Cap | 18.09 | 24.28 | 11.61 | 17.72 |
| Equity: Multi Cap | 14.32 | 21.39 | 11.05 | 14.0 |
| Equity: Sectoral-Banking and Financial Services | 10.94 | 13.37 | 7.81 | 11.14 |
| Equity: Sectoral-FMCG | 6.59 | 6.59 | 6.59 | 6.59 |
| Equity: Sectoral-Infrastructure | 19.04 | 31.46 | 11.77 | 17.03 |
| Equity: Sectoral-Pharma and Healthcare | 4.37 | 11.11 | 1.42 | 3.85 |
| Equity: Sectoral-Technology | 8.66 | 11.55 | 5.14 | 8.71 |
| Equity: Small Cap | 17.77 | 26.28 | 12.1 | 17.63 |
| Equity: Thematic-Consumption | 12.12 | 16.24 | 5.16 | 12.52 |
| Equity: Thematic-Energy | 12.14 | 13.26 | 10.09 | 13.07 |
| Equity: Thematic-ESG | 10.85 | 13.93 | 7.49 | 10.96 |
| Equity: Thematic-International | -0.51 | 6.73 | -3.82 | -3.18 |
| Equity: Thematic-Manufacturing | 17.67 | 22.75 | 14.82 | 16.69 |
| Equity: Thematic-MNC | 14.33 | 19.99 | 8.78 | 14.91 |
| Equity: Thematic-Others | 13.66 | 40.81 | 5.37 | 12.76 |
| Equity: Thematic-PSU | 13.83 | 20.85 | 9.98 | 13.8 |
| Equity: Thematic-Quantitative | 10.27 | 13.34 | 6.6 | 10.39 |
| Equity: Thematic-Transportation | 18.07 | 20.19 | 16.34 | 17.68 |
| Equity: Value | 12.61 | 19.91 | 6.85 | 12.95 |
| ETFs | 9.21 | 20.19 | -2.73 | 8.02 |
| Fund of Funds-Domestic-Debt | 2.59 | 10.42 | 1.13 | 1.81 |
| Fund of Funds-Domestic-Equity | 10.45 | 18.9 | 5.2 | 9.8 |
| Fund of Funds-Domestic-Gold | 4.87 | 7.35 | 3.42 | 4.27 |
| Fund of Funds-Domestic-Gold and Silver | 9.74 | 12.4 | 7.08 | 9.74 |
| Fund of Funds-Domestic-Hybrid | 7.15 | 11.19 | 2.34 | 6.51 |
| Fund of Funds-Domestic-Silver | 16.59 | 18.41 | 15.2 | 16.45 |
| Fund of Funds-Overseas | 2.43 | 9.48 | -13.06 | 2.83 |
| Hybrid: Aggressive | 9.57 | 15.88 | 6.17 | 8.73 |
| Hybrid: Arbitrage | 1.83 | 1.97 | 1.54 | 1.85 |
| Hybrid: Balanced | 9.23 | 11.19 | 7.28 | 9.23 |
| Hybrid: Conservative | 3.96 | 6.94 | 2.17 | 3.9 |
| Hybrid: Dynamic Asset Allocation | 6.48 | 8.79 | 3.68 | 6.54 |
| Hybrid: Equity Savings | 4.59 | 10.01 | 2.56 | 4.41 |
| Hybrid: Multi Asset Allocation | 7.41 | 10.97 | 1.93 | 7.32 |
| Index Fund | 7.73 | 20.48 | 1.71 | 7.33 |
| Retirement Fund | 7.67 | 14.61 | 1.3 | 7.82 |
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