Mutual Fund Benchmark 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 PSU Bank TRI 1.63 8.04 17.31 25.93 4.42 45.98 28.54 36.41 14.48 11.99
Nifty Metal TRI 1.19 10.68 15.32 24.36 4.42 41.92 19.95 29.06 23.78 13.9
NIFTY MIDSMALL FINANCIAL SERVICES TRI -0.98 1.22 9.54 12.84 0.89 39.83 34.49 23.75 15.77 17.61
Nifty Capital Markets TRI -0.47 1.78 3.68 4.85 1.82 29.94 55.33 33.06 - 27.41
Nifty India Defence TRI -1.78 3.49 -1.83 -7.01 1.09 29.59 53.92 55.8 - 31.88
MSCI ACWI TRI 0.95 2.6 7.74 17.9 2.64 29.42 21.71 14.12 14.12 13.3
NIFTY200 VALUE 30 TRI 0.13 6.55 12.15 14.65 1.9 29.27 33.9 32.87 20.39 16.98
Nifty Financial Services Ex-Bank TRI -2.16 -0.57 4.12 6.09 -0.77 28.96 24.99 16.96 17.44 19.72
NASDAQ 100 TRI -0.27 0.97 5.52 17.41 1.35 28.75 35.82 20.47 24.26 13.94
BSE Enhanced Value Index -0.31 4.57 9.96 10.68 0.68 24.4 28.38 28.19 16.93 16.49
NIFTY 500 VALUE 50 TRI -0.03 5.77 9.55 12.01 1.86 24.31 31.56 32.28 19.85 17.1
NIFTY COMMODITIES TRI -0.51 3.85 6.4 8.29 1.11 23.95 18.09 20.66 17.25 12.79
S&P GLOBAL 1200 0.71 3.01 6.6 14.04 2.36 23.79 17.17 10.9 12.93 8.96
Nifty Bank TRI -0.68 0.32 5.46 5.27 - 23.24 12.96 13.71 15.04 18.49
BSE Financials Ex-Banks 30 Index -2.51 -0.62 2.85 4.11 -1.69 22.72 21.45 2.38 2.38 2.38
Nifty Auto TRI -3.38 -0.36 4.08 18.27 -1.66 22.53 30.27 23.2 14.87 0.06
Nifty Financial Services TRI -1.26 -0.62 2.55 2.97 -0.41 22.23 14.92 12.97 16.35 0.11
BSE Bankex -0.49 0.78 5.44 5.64 0.64 21.52 11.71 12.73 14.26 19.12
BSE Financial Services -1.48 -0.58 2.65 2.53 -0.8 20.14 13.99 12.41 14.04 13.47
Nifty Transportation & Logistics TRI -2.28 -1.22 -0.98 10.62 -1.26 19.86 28.5 23.63 16.3 -0.06
Nifty Private Bank TRI -1.1 -0.83 3.13 2.09 -0.55 19.71 10.5 10.61 13.31 0.14
NIFTY HIGH BETA 50 TRI -3.16 1.43 2.82 3.0 -0.79 18.85 21.02 19.97 12.03 7.61
BSE PSU -0.41 5.41 6.1 6.03 2.04 17.81 27.8 27.06 12.6 11.95
S&P GLOBAL AGRIBUSINESS INDEX 5.35 4.04 8.32 6.71 5.4 17.63 3.24 6.11 8.92 6.04
NIFTY RURAL TRI -2.04 -0.39 2.7 6.52 -1.56 17.29 18.79 16.84 14.24 15.73
NIFTY500 LOW VOLATILITY 50 TRI -2.59 -0.8 1.89 5.72 -0.84 16.21 20.97 17.16 16.7 0.03
NIFTY 50 Equal Weight TRI -1.61 0.44 3.22 5.8 -0.54 16.2 18.39 17.87 15.43 14.31
Nifty India Manufacturing TRI -2.38 0.44 2.62 6.7 -0.78 15.78 23.07 20.75 15.53 15.47
NIFTY CPSE Total Return Index 0.13 5.58 2.32 1.25 3.38 14.94 35.97 34.12 16.84 15.2
Nifty Infrastructure TRI -3.19 -3.07 1.47 0.58 -3.72 14.76 21.89 20.0 15.42 11.99
NIFTY Midcap 50 TRI -2.74 -1.28 3.47 2.9 -1.16 14.55 25.65 22.74 19.36 15.13
NIFTY MIDCAP SELECT TRI -2.47 -1.45 5.22 4.29 -0.52 14.5 25.52 19.44 17.93 15.11
NIFTY 100 ESG TRI -1.91 -0.1 3.76 5.18 -0.41 14.38 15.79 13.44 15.5 13.18
Nifty Housing TRI -2.41 0.23 1.07 1.9 -0.33 14.14 13.17 15.48 16.24 14.04
NIFTY MNC TRI -1.74 1.03 2.91 5.53 -0.3 13.93 16.63 14.58 14.48 13.28
NIFTY TOP 15 EQUAL WEIGHT TRI -2.24 -2.43 2.11 4.91 -2.69 13.63 14.51 14.55 14.99 14.18
Nifty 100 ESG Sector Leaders TRI -1.91 -0.87 2.72 3.16 -1.09 13.6 14.18 12.48 14.54 14.32
NIFTY 100 Equal Weight TRI -2.36 0.18 1.59 2.97 -0.84 13.05 18.6 16.48 14.71 18.29
NIFTY INDIA SELECT 5 CORPORATE GROUPS TRI -2.37 -0.89 4.15 4.93 -1.58 12.63 13.03 19.96 20.48 20.3
NIFTY PSE TRI -1.44 3.88 2.09 0.14 0.83 12.55 33.26 30.36 16.38 13.44
NIFTY 50 TRI -1.82 -1.46 2.22 2.8 -1.78 12.12 13.92 13.29 14.44 13.77
NIFTY MIDCAP 100 TRI -2.69 -0.85 2.58 1.49 -1.18 12.0 24.71 22.86 17.69 21.01
BSE SENSEX Next 50 -2.35 -0.89 2.06 1.81 -1.18 11.83 20.7 16.91 13.98 13.29
NIFTY 200 TRI -2.1 -1.11 2.11 2.38 -1.54 11.81 15.8 14.78 14.96 14.31
NIFTY500 MULTICAP INDIA MANUFACTURING 50:30:20 TRI -2.95 -0.59 1.12 3.22 -1.78 11.78 22.21 20.5 15.63 15.52
BSE Bharat 22 Index -1.07 1.81 5.12 6.15 -0.27 11.77 23.62 23.81 - 11.96
NIFTY 100 TRI -1.96 -1.16 2.01 2.55 -1.62 11.76 14.34 13.51 14.45 0.04
Nifty 100 Low Volatility 30 TRI -2.03 -0.46 3.3 4.8 -0.9 11.74 17.68 14.57 15.16 17.62
NIFTY OIL & GAS TRI -1.72 -1.77 3.33 0.3 -4.22 11.64 12.28 16.49 16.88 14.88
NIFTY LARGE MIDCAP 250 TRI -2.4 -1.0 1.91 1.85 -1.51 11.53 19.02 17.94 16.72 15.9
Nifty Services Sector TRI -1.33 -1.16 1.81 1.59 -0.73 11.12 12.17 11.37 14.49 15.71
NIFTY MIDCAP 150 TRI -2.84 -0.84 1.8 1.16 -1.4 11.11 23.57 22.26 18.75 17.36
BSE 100 -1.92 -1.3 2.1 2.15 -1.66 10.61 13.71 12.75 13.36 15.66
BSE LargeCap -1.96 -1.13 1.94 1.97 -1.54 10.59 12.36 11.99 12.97 11.91
NIFTY INDIA INTERNET TRI -1.16 -4.57 -6.43 0.87 -2.08 10.52 33.23 - - 8.16
NIFTY TOP 20 EQUAL WEIGHT TRI -1.77 -1.67 2.66 4.68 -1.59 10.52 15.28 14.4 15.19 13.55
NIFTY 500 TRI -2.25 -1.05 1.38 1.14 -1.66 10.38 16.29 15.4 15.19 12.38
Nifty India Consumption TRI -2.13 -1.82 -1.89 3.14 -2.44 10.36 18.23 15.58 14.68 14.53
BSE SENSEX 50 -1.82 -1.4 2.11 2.24 -1.77 10.33 12.33 11.9 - 13.6
Nifty Low Volatility 50 TRI -2.11 -0.7 1.97 1.82 -1.01 10.16 17.77 14.63 15.1 0.01
BSE 250 LargeMidCap Index -2.15 -1.04 1.71 1.64 -1.57 10.07 14.32 13.54 - 12.43
BSE 200 -2.18 -1.19 1.9 1.72 -1.66 10.03 14.19 13.4 13.74 13.64
Nifty Next 50 TRI -2.69 0.4 0.94 1.22 -0.83 9.97 18.56 15.84 14.92 20.29
BSE LargeMidCap -2.18 -1.07 1.68 1.44 -1.58 9.88 14.05 13.18 13.5 12.45
NIFTY TOTAL MARKET TRI -2.32 -1.11 1.11 0.7 -1.72 9.73 16.52 15.71 15.3 14.68
NIFTY 100 Quality 30 TRI -2.02 0.55 4.05 5.03 -0.19 9.14 16.61 12.83 13.03 13.14
BSE Sensex -1.86 -2.21 1.65 1.37 -2.16 9.0 11.41 10.95 12.9 14.92
BSE 500 -2.3 -1.14 1.16 0.61 -1.7 8.97 14.6 13.92 13.82 14.3
NIFTY500 MULTICAP INFRASTRUCTURE 50:30:20 TRI -3.53 -2.66 -0.32 -2.49 -3.58 8.91 20.78 21.28 16.66 14.96
NIFTY500 MULTICAP 50:25:25 TRI -2.48 -0.98 0.55 -0.56 -1.76 8.7 18.38 17.84 15.93 15.8
BSE Low Volatility Index -1.74 -0.02 2.88 1.53 -0.79 8.55 14.68 11.85 13.19 12.99
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 150 MidCap Index -2.92 -1.01 0.54 -0.08 -1.64 8.14 21.56 20.57 1.78 1.78
BSE AllCap -2.4 -1.19 0.62 -0.21 -1.81 7.83 14.98 14.35 13.9 12.35
Nifty EV and New Age Automotive TRI -3.96 -1.45 -0.07 5.73 -2.49 7.79 22.1 25.41 - 16.55
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
NIFTY 200 Quality 30 TRI -2.08 0.07 3.28 2.9 -0.81 7.14 16.36 12.5 14.12 0.01
NIFTY MIDSMALLCAP 400 TRI -2.95 -0.79 -0.12 -2.23 -1.74 6.97 22.56 21.95 17.61 16.79
BSE Midcap Select Index -3.84 -2.26 1.93 2.0 -2.25 6.78 22.05 15.91 14.69 13.37
NIFTY TOP 10 EQUAL WEIGHT TRI -2.51 -3.7 1.99 -0.13 -3.78 6.71 11.12 11.55 15.89 13.65
NIFTY DIVIDEND OPPORTUNITIES 50 TRI -0.98 1.62 6.46 5.68 -0.6 6.54 20.38 18.43 16.32 13.38
BSE Mid Cap -3.27 -0.78 0.39 -1.04 -1.79 6.51 22.32 19.22 15.81 18.84
Nifty Quality Low Volatility 30 TRI -2.28 -1.21 1.7 2.45 -1.24 6.35 13.86 11.54 12.44 16.55
NIFTY GROWTH SECTORS 15 TRI -2.98 -0.07 4.67 8.56 -0.58 6.32 14.43 13.53 11.07 17.63
BSE Quality Index -2.12 -0.47 1.92 0.75 -1.18 5.99 15.54 13.77 13.54 13.2
NIFTY MIDSMALL HEALTHCARE TRI -2.83 0.93 -0.54 -1.8 0.03 5.77 29.97 15.92 18.27 21.04
NIFTY INDIA NEW AGE CONSUMPTION TRI -3.05 -2.32 -3.94 -0.09 -2.21 5.56 24.79 18.38 13.84 13.48
NIFTY500 EQUAL WEIGHT TRI -3.09 -0.81 -2.07 -4.16 -2.21 4.8 20.2 20.19 15.07 14.96
Nifty Energy TRI -3.19 -1.19 -1.1 -3.63 -1.99 4.63 11.54 16.46 17.16 17.81
Nifty Alpha Quality Low Volatility 30 TRI -2.36 -0.87 0.88 1.69 -0.89 4.62 19.12 14.16 15.34 -0.03
Nifty Alpha Low-Volatility 30 TRI -2.21 -0.93 1.64 0.87 -0.73 4.43 17.58 14.52 15.68 -
NIFTY SMALLCAP 50 TRI -2.9 0.17 -1.19 -6.69 -1.0 4.18 26.07 18.61 12.67 12.04
BSE 500 SHARIAH -2.87 -0.62 2.44 1.02 -1.58 3.94 11.84 10.77 12.61 14.11
NIFTY200 ALPHA 30 TRI -2.65 -1.59 -1.29 -1.62 -0.54 3.7 24.16 20.93 20.36 -0.06
NIFTY Midcap 150 Moment 50 TRI -2.82 -2.04 -0.14 -1.66 -1.46 3.58 24.59 26.75 21.94 23.06
NIFTY Midcap150 Quality 50 TRI -2.59 -1.64 -1.9 -4.28 -1.73 3.41 14.91 12.71 15.27 -0.15
NIFTY Healthcare TRI -3.06 -1.34 -0.86 -0.19 -0.58 3.27 22.65 14.22 9.63 14.68
Nifty India Digital TRI -2.13 -3.17 2.17 3.31 -1.36 3.2 22.55 13.82 12.4 12.73
NIFTY NON-CYCLICAL CONSUMER TRI -1.7 -1.8 -3.15 -2.69 -2.39 3.0 15.98 13.87 14.98 15.41
NIFTY500 QUALITY 50 TRI -3.12 -1.34 -2.0 -5.23 -0.89 2.8 19.18 15.43 14.24 17.05
Nifty 200 Momentum 30 TRI -1.98 -1.52 -0.36 0.19 -0.57 2.54 18.02 17.62 18.71 19.22
NIFTY 50 Value 20 TRI -1.08 0.25 4.22 5.08 -0.18 2.39 15.06 14.87 16.9 18.66
Nifty Pharma TRI -3.35 -1.33 2.13 0.65 -0.96 2.08 21.98 12.03 7.79 14.23
BSE Mid Small Cap Index -3.46 -1.34 -2.48 -5.14 -2.45 1.6 21.14 20.41 16.03 13.37
NIFTY SMALLCAP 100 TRI -3.05 0.12 -2.87 -7.8 -1.71 1.53 22.42 19.36 13.87 15.17
BSE Healthcare -3.17 -1.64 -2.32 -3.3 -1.0 0.82 23.37 14.23 10.52 15.0
BSE India Infrastructure Index -3.06 0.05 -4.05 -6.03 -2.05 0.61 22.67 23.46 13.86 10.88
Nifty 500 Shariah TRI -2.68 -0.62 1.26 -0.61 -1.15 0.61 12.08 12.25 14.51 12.24
NIFTY500 MOMENTUM 50 TRI -2.43 -2.43 -1.7 -2.5 -1.28 0.13 20.11 21.51 19.3 22.03
NIFTY SMALLCAP 250 TRI -3.17 -0.69 -3.64 -8.23 -2.4 -0.28 20.65 21.49 15.34 15.68
NIFTY500 MULTICAP MOMENTUM QUALITY 50 TRI -1.77 -1.21 -1.09 -3.38 -0.18 -0.39 21.61 18.46 18.13 21.04
Nifty 50 Shariah TRI -1.66 0.53 5.3 2.58 -0.08 -0.5 -15.61 -3.76 3.15 9.34
NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100 TRI -2.74 -2.12 -1.83 -6.0 -1.18 -0.81 20.41 19.75 18.38 21.84
BSE POWER -4.69 -2.45 -6.03 -7.96 -2.25 -1.07 12.78 24.3 12.96 9.19
NIFTY MIDSMALL IT & TELECOM TRI -2.81 -2.56 6.0 -0.81 -0.01 -1.17 21.3 20.64 19.67 13.22
BSE 250 SmallCap Index -3.71 -2.16 -4.35 -8.91 -2.98 -1.39 18.3 19.52 - 11.02
Nifty Alpha 50 TRI -2.5 -1.49 -1.78 -5.21 -1.04 -2.17 20.22 20.2 19.66 20.45
NIFTY MIDSMALL INDIA CONSUMPTION TRI -4.06 -3.35 -5.32 -7.07 -2.0 -2.72 20.85 17.59 16.2 16.16
BSE Small Cap -3.65 -1.89 -5.16 -8.89 -3.1 -2.86 20.01 21.47 16.19 19.65
NIFTY INDIA TOURISM TRI -3.52 -4.8 -7.21 -12.64 -5.78 -3.39 16.2 19.0 14.53 11.26
NIFTY IPO -2.77 -2.25 -7.99 -5.27 -2.91 -3.57 14.38 7.3 - 8.56
Nifty FMCG TRI -2.31 -4.1 -3.4 -6.34 -5.8 -4.23 7.76 10.49 12.24 15.98
NIFTY INDIA RAILWAYS PSU TRI -4.05 3.33 -1.46 -9.66 -3.06 -4.94 28.19 - - 31.52
BSE FMCG -2.41 -4.44 -4.14 -7.18 -5.95 -5.49 6.16 8.31 9.69 11.56
NIFTY SMALLCAP250 MOMENTUM QUALITY 100 TRI -3.3 -1.42 -4.27 -9.98 -1.96 -5.56 16.35 19.36 17.86 21.52
BSE Teck -2.38 -1.44 6.49 1.87 -1.21 -5.59 10.8 8.24 12.03 7.12
Nifty Realty TRI -6.57 -4.12 -4.3 -12.66 -3.18 -6.09 26.21 20.68 18.51 -0.31
NIFTY MICROCAP 250 TRI -4.15 -2.67 -5.85 -10.01 -3.44 -6.27 25.13 29.84 19.23 -0.24
NIFTY SMALLCAP250 QUALITY 50 TRI -3.8 -2.17 -4.84 -11.33 -2.5 -6.37 18.77 21.67 17.24 18.74
Nifty IT TRI -2.24 -1.18 8.23 2.57 -0.16 -10.01 11.58 9.15 15.49 14.87
BSE IT -2.55 -1.27 5.84 -0.35 -0.55 -14.61 8.04 6.34 12.88 0.08
Nifty Media TRI -2.89 0.4 -8.31 -17.7 -2.03 -16.84 -9.97 -3.58 -4.82 2.78
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