As On: 18 October 2021
Table 1: Equity Funds Performance
| Fund Categories | 1Y Category Avg. Return | 3Y Category Avg. Return | 5Y Category Avg. Return |
|---|---|---|---|
| Large & MidCap Fund |
69.848%
|
24.028%
|
16.166%
|
| Sectoral Fund |
73.441%
|
23.005%
|
14.924%
|
| ELSS Fund (Tax Saving) |
62.543%
|
22.359%
|
15.569%
|
| MidCap Fund |
80.600%
|
27.428%
|
17.012%
|
| Dividend Yield Fund |
69.739%
|
22.289%
|
15.659%
|
| Multi Cap Fund |
66.896%
|
23.654%
|
16.106%
|
| Large Cap Fund |
56.233%
|
21.388%
|
14.840%
|
| Focussed Fund |
61.513%
|
22.650%
|
15.787%
|
| Small Cap Fund |
99.714%
|
29.319%
|
18.533%
|
| Value Fund |
70.622%
|
20.674%
|
14.535%
|
| Contra Fund |
71.387%
|
24.140%
|
17.332%
|
| MNC Fund |
49.523%
|
17.102%
|
12.416%
|
| Consumption Fund |
62.640%
|
23.387%
|
16.851%
|
| Infrastructure Fund |
94.027%
|
23.102%
|
14.085%
|
| International Fund |
36.670%
|
14.457%
|
12.852%
|
| Banking & Financial Services Fund |
60.782%
|
18.508%
|
13.567%
|
| Technology Fund |
82.179%
|
38.449%
|
30.386%
|
| Manufacturing Fund |
70.183%
|
20.646%
|
12.245%
|
| Pharma Fund |
32.824%
|
26.968%
|
13.086%
|
| Energy Fund |
89.874%
|
27.864%
|
17.467%
|
| Quant Fund |
50.819%
|
20.662%
|
14.919%
|
| PSU Fund |
74.652%
|
19.016%
|
9.411%
|
Table 2: Hybrid Funds Perforamcne
| Fund Categories | 1Y Category Avg. Return | 3Y Category Avg. Return | 5Y Category Avg. Return |
|---|---|---|---|
| Conservative Hybrid Fund |
16.217%
|
9.990%
|
7.367%
|
| Aggressive Hybrid Fund |
49.146%
|
18.709%
|
12.959%
|
| Arbitrage Fund |
49.146%
|
18.709%
|
12.959%
|
| Balanced Advantage Fund |
25.944%
|
12.939%
|
9.934%
|
| Equity Savings Fund |
22.042%
|
10.680%
|
8.059%
|
| MultiAsset Allocation Fund |
41.964%
|
18.639%
|
12.635%
|
| Balanced Hybrid Fund |
40.012%
|
16.407%
|
12.505%
|
Table 3: Debt Funds Performance
| Fund Categories | 1Y Category Avg. Return | 3Y Category Avg. Return | 5Y Category Avg. Return |
|---|---|---|---|
| Medium-to-Long Duration Fund |
4.349%
|
7.388%
|
5.750%
|
| Liquid Fund |
3.128%
|
4.857%
|
5.596%
|
| Gilt Fund |
3.311%
|
9.095%
|
6.671%
|
| UltraShort Duration Fund |
3.799%
|
5.643%
|
5.847%
|
| Short Duration Fund |
5.430%
|
6.471%
|
6.155%
|
| Money Market Fund |
3.472%
|
5.910%
|
6.260%
|
| Dynamic Bond Fund |
4.853%
|
7.784%
|
6.310%
|
| Banking & PSU Fund |
4.117%
|
8.319%
|
7.236%
|
| Corporate Bond Fund |
4.388%
|
8.279%
|
7.113%
|
| Low Duration Fund |
4.965%
|
4.846%
|
5.537%
|
| Medium Duration Fund |
7.230%
|
5.597%
|
5.587%
|
| Floater Fund |
4.860%
|
7.508%
|
7.059%
|
| Credit Risk Fund |
9.945%
|
3.144%
|
3.882%
|
| Overnight Fund |
3.020%
|
4.125%
|
44.374%
|
| Gilt Constant Duration Fund |
2.672%
|
10.515%
|
8.384%
|
| Long Duration Fund |
1.714%
|
10.229%
|
7.011%
|
Table 4: Others/ Solution Oriented Funds
| Fund Categories | 1Y Category Avg. Return | 3Y Category Avg. Return | 5Y Category Avg. Return |
|---|---|---|---|
| Index Fund |
60.961%
|
21.412%
|
16.279%
|
| Gold ETF |
-31.696%
|
-30.163%
|
-19.152%
|
| FoF Domestic Fund |
27.438%
|
13.208%
|
9.555%
|
| FoF Overseas Fund |
27.151%
|
11.012%
|
10.484%
|
| ETF |
45.463%
|
7.057%
|
11.265%
|
| Children Fund |
42.327%
|
18.098%
|
12.286%
|
| Retirement Fund |
30.782%
|
15.319%
|
11.346%
|
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