As On: 11 January 2022
Table 1: Equity Funds Performance
Fund Categories 1Y Category Avg. Return 3Y Category Avg. Return 5Y Category Avg. Return
Large & MidCap Fund
34.764%
21.233%
16.744%
Sectoral Fund
35.610%
21.930%
15.651%
ELSS Fund (Tax Saving)
29.821%
19.768%
16.521%
MidCap Fund
41.254%
24.265%
18.180%
Dividend Yield Fund
34.967%
20.619%
15.415%
Multi Cap Fund
32.692%
20.942%
16.986%
Large Cap Fund
25.249%
18.587%
15.522%
Focussed Fund
28.508%
19.788%
16.323%
Small Cap Fund
61.062%
29.291%
19.917%
Value Fund
34.084%
18.633%
15.183%
Contra Fund
34.860%
22.046%
18.388%
MNC Fund
25.674%
14.658%
13.971%
Consumption Fund
27.797%
18.568%
17.653%
Infrastructure Fund
50.090%
20.842%
14.889%
International Fund
12.526%
15.750%
12.865%
Banking & Financial Services Fund
18.887%
12.954%
13.993%
Technology Fund
51.865%
40.756%
31.763%
Manufacturing Fund
31.892%
18.220%
12.332%
Pharma Fund
14.355%
27.502%
14.514%
Energy Fund
41.920%
23.580%
15.707%
Quant Fund
22.661%
19.337%
15.405%
PSU Fund
32.185%
14.001%
6.560%
Table 2: Hybrid Funds Perforamcne
Fund Categories 1Y Category Avg. Return 3Y Category Avg. Return 5Y Category Avg. Return
Conservative Hybrid Fund
9.507%
8.985%
7.338%
Aggressive Hybrid Fund
24.014%
16.552%
13.094%
Arbitrage Fund
24.014%
16.552%
13.094%
Balanced Advantage Fund
13.083%
12.373%
10.405%
Equity Savings Fund
11.812%
9.910%
8.197%
MultiAsset Allocation Fund
24.951%
17.566%
12.683%
Balanced Hybrid Fund
14.806%
12.097%
11.725%

Table 3: Debt Funds Performance
Fund Categories 1Y Category Avg. Return 3Y Category Avg. Return 5Y Category Avg. Return
Medium-to-Long Duration Fund
2.796%
6.435%
5.278%
Liquid Fund
3.246%
4.524%
10.824%
Gilt Fund
1.952%
7.851%
6.083%
UltraShort Duration Fund
3.934%
5.468%
5.797%
Short Duration Fund
4.124%
5.985%
5.923%
Money Market Fund
3.509%
5.686%
6.100%
Dynamic Bond Fund
3.541%
6.859%
5.808%
Banking & PSU Fund
3.227%
7.578%
6.994%
Corporate Bond Fund
3.399%
7.505%
6.763%
Low Duration Fund
4.247%
4.620%
5.496%
Medium Duration Fund
5.050%
5.029%
5.203%
Floater Fund
3.625%
6.791%
6.754%
Credit Risk Fund
8.381%
2.695%
3.611%
Overnight Fund
3.116%
3.937%
44.129%
Gilt Constant Duration Fund
1.324%
8.835%
7.754%
Long Duration Fund
-0.476%
8.059%
6.388%
Table 4: Others/ Solution Oriented Funds
Fund Categories 1Y Category Avg. Return 3Y Category Avg. Return 5Y Category Avg. Return
Index Fund
26.586%
18.599%
16.702%
Gold ETF
-55.017%
-48.357%
-39.214%
FoF Domestic Fund
14.005%
12.740%
9.785%
FoF Overseas Fund
2.607%
12.851%
9.172%
ETF
7.886%
2.114%
5.720%
Children Fund
21.817%
16.546%
13.005%
Retirement Fund
15.689%
13.139%
11.532%

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