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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