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Mutual Fund Monitor

Say you want to know how the equity funds have performed over the last one year. You can easily do that with our mutual fund monitor tool. It gives you the returns of all the fund categories, like equity, debt, hybrid and commodities, across time...  periods.
Now you can easily see how the large caps have performed in comparison to the small caps or if aggressive hybrid funds have generated higher returns than dynamic asset allocation funds. Our mutual fund monitor tool will give you accurate and colour coded information at your fingertips.  Read more

Trailing
Annual
Quarterly
Monthly
update-timeLast updated 1 day ago
Category
1 Day
YTD
1 Week
1 Month
3 Months
1 Year
3 Years
5 Years
10 Years
Equity: Large Cap
-0.65
21.31
-1.98
-3.76
1.75
37.87
14.32
18.20
13.10
Equity: Large & MidCap
-1.05
25.95
-2.14
-3.35
3.73
41.44
17.84
22.34
15.86
Equity: Flexi Cap
-0.84
22.55
-1.90
-3.44
3.33
36.76
15.36
19.20
14.60
Equity: Multi Cap
-1.08
25.92
-2.03
-3.12
4.57
40.47
19.38
--
--
Equity: Mid Cap
-1.49
28.45
-2.70
-3.34
3.89
45.26
21.73
27.53
18.24
Equity: Small Cap
-1.48
27.84
-1.70
-2.19
5.94
42.70
22.78
32.01
19.47
Equity: Value Oriented
-0.87
25.24
-1.66
-2.75
1.92
43.95
19.53
23.62
16.21
Equity: ELSS
-0.82
22.90
-1.78
-3.35
3.08
37.76
16.45
20.82
15.08
Equity: Sectoral-Banking
-0.56
11.81
-0.31
-3.61
0.04
23.31
12.52
14.61
12.18
Equity: Sectoral-Infrastructure
-1.34
32.61
-1.64
-2.58
0.64
52.34
28.14
28.46
16.97
Equity: Sectoral-Pharma
-0.85
37.17
-1.80
-0.25
14.17
54.06
19.52
29.08
14.77
Equity: Sectoral-Technology
-1.24
20.79
-2.87
-2.04
4.64
36.33
8.94
27.64
18.36
Equity: Thematic
-0.95
26.01
-2.49
-3.32
2.23
41.15
17.96
22.78
14.96
Equity: Thematic-Consumption
-0.55
26.41
-2.93
-5.59
6.02
39.42
19.57
20.83
16.20
Equity: Thematic-Dividend Yield
-0.81
25.49
-1.85
-2.63
2.64
43.10
20.21
24.41
15.26
Equity: Thematic-Energy
-1.15
22.94
-1.75
-0.82
1.20
42.60
16.78
24.64
18.01
Equity: Thematic-ESG
-0.76
21.19
-2.15
-3.86
3.70
34.66
12.81
17.92
13.71
Equity: Thematic-MNC
-1.04
20.14
-2.35
-2.61
1.81
29.10
13.17
17.02
13.16
Equity: Thematic-PSU
-1.32
33.60
-1.94
-1.28
-3.66
66.31
36.05
28.54
14.86
Equity: International
-0.31
17.02
-0.45
3.79
6.76
32.09
6.17
10.47
8.13
Debt: Long Duration
0.05
10.08
-0.23
0.22
2.71
12.82
6.43
6.57
7.68
Debt: Medium to Long Duration
-0.04
7.14
-0.14
0.25
2.31
9.32
5.54
5.97
6.80
Debt: Medium Duration
-0.01
6.81
-0.03
0.58
2.37
8.62
6.01
5.98
7.19
Debt: Short Duration
0.00
6.30
0.00
0.54
2.12
7.95
5.76
6.15
6.81
Debt: Low Duration
0.04
6.05
0.09
0.67
1.90
7.36
5.83
6.01
6.59
Debt: Ultra Short Duration
0.05
5.77
0.11
0.62
1.75
7.04
5.77
5.34
6.17
Debt: Liquid
0.02
5.73
0.12
0.57
1.70
7.15
6.01
5.09
6.23
Debt: Money Market
0.05
6.01
0.11
0.64
1.82
7.34
6.07
5.64
6.66
Debt: Overnight
0.02
5.28
0.12
0.51
1.58
6.64
5.72
4.76
5.60
Debt: Dynamic Bond
-0.01
7.56
-0.16
0.27
2.44
9.56
5.84
6.31
7.33
Debt: Corporate Bond
0.00
6.70
-0.02
0.59
2.29
8.25
5.69
6.42
7.23
Debt: Credit Risk
0.02
6.70
0.06
0.67
2.28
8.19
8.91
6.55
6.53
Debt: Banking and PSU
0.00
6.56
-0.02
0.57
2.19
8.10
5.70
6.35
7.27
Debt: Floater
0.03
6.87
0.05
0.67
2.26
8.33
6.17
6.41
7.12
Debt: Fixed Maturity
0.05
5.45
0.11
0.53
1.61
6.78
5.87
4.95
6.07
Debt: Gilt
-0.02
7.81
-0.17
0.17
2.48
10.23
5.76
6.26
7.73
Debt: Gilt with 10 year Constant Duration
-0.10
7.73
-0.22
0.07
2.59
10.49
5.46
6.11
8.17
Hybrid: Aggressive Hybrid
-0.57
19.34
-1.31
-2.47
2.98
30.07
13.61
16.96
12.78
Hybrid: Balanced Hybrid
-0.34
14.25
-0.81
-1.37
2.81
20.73
9.98
11.74
9.56
Hybrid: Conservative Hybrid
-0.16
10.14
-0.41
-0.44
2.42
14.41
8.23
8.92
8.24
Hybrid: Equity Savings
-0.11
10.77
-0.39
-0.55
2.33
15.60
8.71
10.02
9.18
Hybrid: Arbitrage
0.21
6.11
0.23
0.56
1.62
7.25
5.91
5.08
5.85
Hybrid: Dynamic Asset Allocation
-0.34
14.69
-1.00
-1.86
2.15
23.65
11.68
13.37
10.21
Hybrid: Multi Asset Allocation
-0.26
17.12
-0.67
-0.85
2.75
26.46
13.60
15.82
10.82
Commodities: Gold
0.97
22.60
2.78
5.49
5.56
27.32
16.77
14.05
9.64
Commodities: Silver
5.26
31.02
7.21
9.25
8.50
33.15
--
--
--
Debt: Target Maturity
0.00
7.12
0.01
0.58
2.40
9.16
5.76
--
--
Category
2023
2022
2021
2020
2019
2018
2017
2016
2015
Equity: Large Cap
25.56
3.60
25.24
14.99
10.67
0.69
31.01
3.64
-0.98
Equity: Large & MidCap
30.35
1.61
37.14
16.65
7.91
-7.92
40.16
6.18
4.01
Equity: Flexi Cap
27.42
0.81
32.04
15.44
9.64
-5.05
36.73
3.95
3.40
Equity: Multi Cap
32.76
4.02
41.38
--
--
--
--
--
--
Equity: Mid Cap
39.77
2.58
45.04
24.33
2.76
-12.16
43.14
4.80
8.76
Equity: Small Cap
43.42
-0.06
63.13
30.52
-1.47
-18.71
54.54
5.18
10.32
Equity: Value Oriented
35.23
5.49
36.21
17.75
3.29
-5.29
38.10
5.34
2.33
Equity: ELSS
28.14
2.19
32.02
16.16
8.05
-6.36
38.13
4.26
3.15
Equity: Sectoral-Banking
18.69
21.11
15.52
-4.55
14.58
-1.28
38.87
10.87
-12.22
Equity: Sectoral-Infrastructure
45.17
9.51
51.38
9.27
1.77
-18.46
47.90
2.78
-1.03
Equity: Sectoral-Pharma
34.65
-9.68
20.24
66.47
3.80
-4.08
5.13
-12.24
19.60
Equity: Sectoral-Technology
30.14
-23.04
63.96
57.73
8.81
17.65
18.78
-3.87
5.32
Equity: Thematic
32.80
3.45
30.39
20.33
4.23
-6.90
34.24
5.41
0.44
Equity: Thematic-Consumption
28.65
7.28
30.17
19.25
5.93
-2.62
44.48
4.26
5.01
Equity: Thematic-Dividend Yield
35.99
2.80
38.58
19.45
3.55
-7.94
36.63
7.01
-4.16
Equity: Thematic-Energy
29.42
5.60
44.72
21.08
7.06
-15.36
39.98
24.19
0.17
Equity: Thematic-ESG
23.43
-2.86
30.86
19.28
--
--
--
--
--
Equity: Thematic-MNC
23.88
-3.10
29.13
18.41
2.88
-4.95
39.09
-2.88
12.72
Equity: Thematic-PSU
59.22
26.51
36.64
-5.80
4.06
-19.80
21.86
17.20
-7.62
Equity: International
24.23
-14.59
11.74
19.04
25.90
-5.63
15.90
11.41
-6.10
Debt: Long Duration
7.27
1.83
0.61
12.23
12.43
--
--
--
--
Debt: Medium to Long Duration
6.58
2.66
2.81
10.07
7.67
4.87
3.43
12.45
6.03
Debt: Medium Duration
6.67
3.92
5.03
6.96
4.36
5.67
6.17
10.98
7.64
Debt: Short Duration
6.60
4.10
4.36
8.97
4.58
6.02
5.38
9.18
7.73
Debt: Low Duration
6.85
4.08
4.35
6.40
2.60
7.08
6.80
8.47
8.00
Debt: Ultra Short Duration
6.65
4.29
3.49
5.18
6.93
5.89
6.58
8.06
8.46
Debt: Liquid
6.87
4.72
3.20
3.98
6.34
7.11
6.40
7.55
8.26
Debt: Money Market
7.02
4.42
3.45
5.56
7.72
6.82
6.66
7.89
8.37
Debt: Overnight
6.60
4.61
3.10
3.31
5.51
5.94
5.69
6.56
7.49
Debt: Dynamic Bond
6.58
3.05
3.57
9.69
7.35
5.51
3.34
12.99
6.57
Debt: Corporate Bond
6.66
3.00
3.45
9.93
8.11
5.77
5.50
10.24
7.77
Debt: Credit Risk
7.82
13.43
8.72
0.25
0.40
5.07
7.17
10.22
9.23
Debt: Banking and PSU
6.62
3.30
3.44
9.83
9.78
6.49
5.90
9.81
8.22
Debt: Floater
7.31
4.08
3.68
9.03
8.39
6.74
6.52
8.51
8.12
Debt: Fixed Maturity
6.71
4.81
3.06
3.43
5.82
7.19
6.63
7.81
8.34
Debt: Gilt
6.96
2.15
2.19
11.19
10.58
6.37
2.26
15.17
6.08
Debt: Gilt with 10 year Constant Duration
7.58
0.75
1.76
11.78
11.86
8.62
2.92
13.69
7.71
Hybrid: Aggressive Hybrid
22.13
1.91
26.15
14.31
7.87
-2.90
26.25
6.82
2.97
Hybrid: Balanced Hybrid
15.30
2.81
18.28
10.65
5.20
0.32
17.39
8.25
3.94
Hybrid: Conservative Hybrid
11.39
3.52
10.22
8.26
6.37
1.99
10.45
9.77
5.96
Hybrid: Equity Savings
13.18
3.13
12.06
9.20
6.75
0.93
14.15
6.88
4.87
Hybrid: Arbitrage
6.93
3.91
3.42
3.83
5.81
5.60
5.57
6.60
7.64
Hybrid: Dynamic Asset Allocation
18.64
3.44
15.35
13.01
7.19
1.61
18.61
6.46
3.93
Hybrid: Multi Asset Allocation
20.50
5.00
19.88
14.40
8.37
1.02
14.62
7.11
1.45
Commodities: Gold
13.39
13.31
-4.80
26.38
22.66
6.89
2.34
10.88
-8.34
Commodities: Silver
4.17
--
--
--
--
--
--
--
--
Debt: Target Maturity
7.15
2.67
4.68
12.08
--
--
--
--
--
Category
Sep-24
Jun-24
Mar-24
Dec-23
Sep-23
Jun-23
Mar-23
Dec-22
Sep-22
Equity: Large Cap
7.96
10.36
6.32
13.03
3.87
12.45
-4.99
3.92
10.69
Equity: Large & MidCap
8.00
14.33
5.43
11.69
7.12
13.80
-4.26
2.48
12.51
Equity: Flexi Cap
8.00
12.33
4.66
11.34
6.05
12.88
-4.15
2.79
11.07
Equity: Multi Cap
8.63
14.85
4.95
11.91
8.79
14.06
-4.16
2.88
13.34
Equity: Mid Cap
7.73
18.05
4.67
12.36
11.37
16.56
-4.09
1.09
15.28
Equity: Small Cap
8.48
18.93
1.25
13.24
12.86
17.77
-4.04
1.11
14.50
Equity: Value Oriented
8.33
12.31
6.64
14.48
8.82
11.83
-2.56
6.94
10.38
Equity: ELSS
7.76
12.54
4.69
11.79
5.90
12.43
-3.85
3.71
11.00
Equity: Sectoral-Banking
2.84
10.66
1.02
8.92
4.18
12.92
-6.46
11.80
16.01
Equity: Sectoral-Infrastructure
3.82
19.40
11.16
15.23
11.75
14.14
-1.22
4.32
14.75
Equity: Sectoral-Pharma
19.14
4.69
11.05
10.36
10.32
15.80
-4.35
-0.60
8.01
Equity: Sectoral-Technology
14.93
6.01
0.59
12.40
8.31
6.69
-0.08
5.14
-0.59
Equity: Thematic
7.88
14.80
6.33
12.90
7.04
14.02
-2.97
2.20
11.30
Equity: Thematic-Consumption
14.84
11.38
3.85
11.59
4.14
15.65
-4.28
-2.74
17.19
Equity: Thematic-Dividend Yield
8.94
12.86
5.91
13.83
8.31
10.50
-1.00
4.93
8.66
Equity: Thematic-Energy
6.63
12.95
6.47
14.36
8.75
7.14
-2.84
11.01
8.91
Equity: Thematic-ESG
9.86
10.35
3.78
10.86
4.77
11.28
-4.50
3.10
10.02
Equity: Thematic-MNC
6.73
14.95
1.98
7.13
5.10
13.07
-2.83
-1.39
10.67
Equity: Thematic-PSU
4.60
16.05
16.44
22.71
18.41
11.79
-1.97
11.21
12.04
Equity: International
7.23
3.07
5.71
10.22
-2.80
5.37
8.74
8.82
-4.94
Debt: Long Duration
3.59
2.16
4.36
1.64
0.88
2.41
2.13
2.07
2.80
Debt: Medium to Long Duration
2.95
1.64
2.46
1.65
0.92
2.24
1.62
1.63
1.79
Debt: Medium Duration
2.61
1.63
2.09
1.66
1.24
2.04
1.58
1.64
2.45
Debt: Short Duration
2.37
1.62
1.91
1.69
1.33
1.85
1.56
1.79
1.25
Debt: Low Duration
1.89
1.72
1.86
1.58
1.64
1.81
1.64
1.47
1.26
Debt: Ultra Short Duration
1.75
1.68
1.82
1.59
1.58
1.70
1.62
1.49
1.16
Debt: Liquid
1.71
1.73
1.78
1.72
1.66
1.68
1.63
1.56
1.26
Debt: Money Market
1.84
1.72
1.92
1.66
1.64
1.82
1.72
1.55
1.18
Debt: Overnight
1.59
1.61
1.64
1.68
1.62
1.59
1.54
1.48
1.26
Debt: Dynamic Bond
3.14
1.73
2.67
1.67
1.11
2.12
1.53
1.61
1.61
Debt: Corporate Bond
2.54
1.63
2.03
1.58
1.41
1.98
1.53
1.59
1.34
Debt: Credit Risk
2.23
1.69
2.11
2.31
1.53
1.93
1.79
1.56
1.60
Debt: Banking and PSU
2.43
1.60
2.07
1.57
1.39
1.94
1.56
1.54
1.30
Debt: Floater
2.39
1.88
2.05
1.58
1.93
1.97
1.65
1.49
1.56
Debt: Fixed Maturity
1.63
1.61
1.75
1.66
1.62
1.67
1.59
1.54
1.24
Debt: Gilt
3.32
1.78
2.73
1.87
0.97
2.25
1.71
1.60
1.68
Debt: Gilt with 10 year Constant Duration
3.48
1.72
2.59
1.94
0.79
2.86
1.79
2.11
1.85
Hybrid: Aggressive Hybrid
6.65
10.18
4.11
8.71
4.84
10.06
-2.70
2.91
8.59
Hybrid: Balanced Hybrid
5.24
6.95
2.95
5.88
2.91
6.69
-0.82
1.98
5.52
Hybrid: Conservative Hybrid
3.92
3.96
2.64
3.77
2.42
4.43
0.28
1.92
3.47
Hybrid: Equity Savings
3.71
4.63
2.64
4.52
2.99
5.47
-0.31
2.09
3.91
Hybrid: Arbitrage
1.62
1.85
1.98
1.57
1.83
1.72
1.59
1.31
0.80
Hybrid: Dynamic Asset Allocation
5.39
6.57
4.02
7.55
4.15
7.84
-1.48
2.48
6.49
Hybrid: Multi Asset Allocation
5.54
7.72
4.39
8.22
4.08
7.06
-0.40
4.15
5.84
Commodities: Gold
4.63
7.02
5.75
8.78
-0.29
-3.29
8.13
9.28
-1.25
Commodities: Silver
1.92
18.17
0.81
2.31
3.93
-4.32
2.40
23.04
-4.57
Debt: Target Maturity
2.62
1.85
2.14
1.80
1.20
2.21
1.75
1.96
1.71
Category
Sep-24
Aug-24
Jul-24
Jun-24
May-24
Apr-24
Mar-24
Feb-24
Jan-24
Equity: Large Cap
2.17
1.12
4.51
6.33
1.04
2.70
1.75
2.74
1.65
Equity: Large & MidCap
1.96
1.63
4.23
7.66
1.45
4.67
0.92
1.92
2.54
Equity: Flexi Cap
2.11
1.60
4.12
7.17
0.86
3.94
0.97
1.78
1.78
Equity: Multi Cap
2.04
1.91
4.41
7.77
1.06
5.41
0.17
1.21
3.42
Equity: Mid Cap
1.95
0.76
4.85
8.36
2.50
6.30
0.02
0.75
3.86
Equity: Small Cap
1.73
1.74
4.81
9.31
-0.12
8.94
-2.77
-0.79
4.98
Equity: Value Oriented
1.04
1.26
5.88
6.45
0.92
4.54
0.04
2.38
4.09
Equity: ELSS
2.05
1.31
4.22
7.07
0.90
4.16
0.67
1.96
2.00
Equity: Sectoral-Banking
2.80
0.03
-0.04
6.48
-1.19
5.25
1.10
1.00
-0.95
Equity: Sectoral-Infrastructure
1.53
-1.30
3.61
6.62
4.45
7.09
1.95
2.44
6.43
Equity: Sectoral-Pharma
1.76
6.42
10.01
5.35
-1.09
0.47
0.06
4.19
6.43
Equity: Sectoral-Technology
-1.48
4.64
11.49
11.16
-1.53
-3.14
-5.91
2.72
3.91
Equity: Thematic
2.13
0.58
4.84
7.22
2.32
4.69
0.94
2.20
2.97
Equity: Thematic-Consumption
4.82
3.07
6.30
7.25
0.18
3.66
1.65
1.73
0.46
Equity: Thematic-Dividend Yield
1.35
1.21
6.19
6.33
1.65
4.40
-0.09
2.27
3.65
Equity: Thematic-Energy
1.66
0.40
4.77
3.72
1.82
6.97
1.17
1.44
3.72
Equity: Thematic-ESG
2.39
1.82
5.38
6.94
0.87
2.30
0.46
2.24
1.05
Equity: Thematic-MNC
3.23
-0.54
3.94
7.14
3.66
3.48
0.72
0.67
0.55
Equity: Thematic-PSU
-1.37
-2.18
8.21
2.01
4.45
8.85
-0.54
5.89
10.51
Equity: International
4.18
2.48
0.53
2.25
2.75
-1.85
3.26
3.83
-1.36
Debt: Long Duration
1.69
1.14
0.72
1.13
2.17
-1.13
0.90
1.74
1.66
Debt: Medium to Long Duration
1.17
0.86
0.89
0.60
1.36
-0.31
0.72
0.97
0.75
Debt: Medium Duration
0.97
0.74
0.88
0.56
0.92
0.15
0.66
0.76
0.65
Debt: Short Duration
0.84
0.65
0.87
0.54
0.80
0.27
0.64
0.65
0.60
Debt: Low Duration
0.64
0.55
0.69
0.55
0.59
0.57
0.68
0.60
0.57
Debt: Ultra Short Duration
0.60
0.53
0.62
0.53
0.56
0.58
0.65
0.58
0.57
Debt: Liquid
0.56
0.55
0.58
0.55
0.58
0.59
0.62
0.56
0.59
Debt: Money Market
0.63
0.54
0.65
0.54
0.59
0.58
0.71
0.60
0.60
Debt: Overnight
0.52
0.53
0.53
0.53
0.55
0.53
0.55
0.51
0.56
Debt: Dynamic Bond
1.35
0.91
0.85
0.70
1.46
-0.43
0.72
1.08
0.84
Debt: Corporate Bond
0.92
0.71
0.87
0.53
0.84
0.25
0.69
0.72
0.61
Debt: Credit Risk
0.74
0.74
0.73
0.59
0.79
0.31
0.71
0.71
0.67
Debt: Banking and PSU
0.86
0.69
0.86
0.53
0.83
0.25
0.66
0.77
0.63
Debt: Floater
0.79
0.72
0.89
0.65
0.70
0.52
0.78
0.67
0.59
Debt: Fixed Maturity
0.55
0.50
0.57
0.49
0.55
0.57
0.59
0.55
0.61
Debt: Gilt
1.37
1.00
0.92
0.69
1.54
-0.45
0.74
1.05
0.92
Debt: Gilt with 10 year Constant Duration
1.35
0.96
1.13
0.46
1.69
-0.44
0.79
1.03
0.80
Hybrid: Aggressive Hybrid
1.69
1.33
3.47
5.80
0.90
3.18
0.91
1.49
1.65
Hybrid: Balanced Hybrid
1.41
1.39
2.36
3.85
1.06
1.89
0.80
1.24
0.88
Hybrid: Conservative Hybrid
1.20
1.01
1.66
2.18
0.94
0.80
0.66
1.01
0.95
Hybrid: Equity Savings
1.01
0.88
1.78
2.55
0.52
1.50
0.64
0.94
1.04
Hybrid: Arbitrage
0.48
0.55
0.57
0.62
0.57
0.65
0.60
0.55
0.82
Hybrid: Dynamic Asset Allocation
1.14
1.21
2.97
3.84
0.64
1.97
0.75
1.51
1.64
Hybrid: Multi Asset Allocation
1.86
1.25
2.34
3.56
1.03
2.95
1.50
1.29
1.55
Commodities: Gold
4.69
3.50
-3.43
-0.87
0.96
6.94
7.64
-0.94
-0.83
Commodities: Silver
5.51
2.14
-5.37
-4.93
15.29
7.81
6.51
-3.23
-2.20
Debt: Target Maturity
0.91
0.75
0.94
0.67
0.96
0.20
0.62
0.81
0.69

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