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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The season of tax-saving has started, those who planned in advance are already investing in tax saving mutual funds. For those who are still waiting and have not identified funds, this article is for them.
