service@benchmarkcapital.in

Summary
Data as on - 05-12-2025
Category Average Return (%) Maximum Return (%) Minimum Return (%) Median Return (%)
Childrens Fund 1.73 9.28 -5.84 2.07
Debt: Banking and PSU 7.57 7.97 6.95 7.63
Debt: Corporate Bond 7.79 8.94 6.36 7.86
Debt: Credit Risk 10.41 21.19 6.39 8.9
Debt: Dynamic Bond 5.54 8.88 3.27 5.58
Debt: Floater 7.78 8.32 7.17 7.91
Debt: Gilt 3.66 6.4 1.49 3.48
Debt: Gilt Fund with 10 year constant duration 7.06 7.64 6.37 6.9
Debt: Liquid 6.47 7.02 5.93 6.55
Debt: Long Duration 2.92 4.55 0.64 2.68
Debt: Low Duration 7.33 8.61 6.65 7.3
Debt: Medium Duration 8.07 11.09 5.8 7.98
Debt: Medium to Long Duration 5.68 6.97 4.28 5.65
Debt: Money Market 7.25 7.57 6.4 7.38
Debt: Overnight 5.81 6.01 5.47 5.83
Debt: Short Duration 7.68 8.26 7.01 7.63
Debt: Ultra Short Duration 6.82 7.59 5.49 6.9
Equity: Contra 1.6 2.38 0.48 1.93
Equity: Dividend Yield 0.66 7.64 -2.68 -0.01
Equity: ELSS -0.17 7.41 -15.25 0.98
Equity: Flexi Cap 0.34 8.74 -20.03 0.99
Equity: Focused 1.2 14.15 -7.68 0.24
Equity: Large and Mid Cap 1.28 9.45 -5.45 1.29
Equity: Large Cap 3.44 7.99 -1.56 3.88
Equity: Mid Cap 0.22 6.69 -8.17 0.45
Equity: Multi Cap -0.3 4.88 -10.31 0.67
Equity: Sectoral-Banking and Financial Services 11.26 17.44 4.83 11.71
Equity: Sectoral-FMCG -3.22 -3.22 -3.22 -3.22
Equity: Sectoral-Infrastructure -5.28 1.11 -12.06 -5.5
Equity: Sectoral-Pharma and Healthcare -1.27 4.66 -7.47 -0.55
Equity: Sectoral-Technology -4.63 3.23 -17.27 -4.76
Equity: Small Cap -6.74 1.33 -15.45 -6.34
Equity: Thematic-Active-Momentum -16.35 -16.35 -16.35 -16.35
Equity: Thematic-Business-Cycle -1.64 11.6 -12.57 -0.55
Equity: Thematic-Consumption -1.35 5.34 -13.25 -0.72
Equity: Thematic-Energy 1.79 4.93 -2.73 2.48
Equity: Thematic-ESG 0.51 3.54 -4.78 1.36
Equity: Thematic-Innovation -0.05 7.79 -8.69 -0.68
Equity: Thematic-International 17.73 30.41 8.42 15.78
Equity: Thematic-Manufacturing -0.56 4.13 -11.6 0.31
Equity: Thematic-MNC -1.36 2.8 -5.13 -1.61
Equity: Thematic-Others -0.21 8.93 -11.44 1.34
Equity: Thematic-PSU -1.47 1.7 -7.74 -0.29
Equity: Thematic-Quantitative 1.14 4.82 -8.65 3.1
Equity: Thematic-Special-Opportunities -0.41 9.04 -13.42 1.38
Equity: Thematic-Transportation 13.64 17.12 8.13 13.98
Equity: Value 0.51 9.86 -7.68 0.89
ETFs 14.69 92.39 -16.86 6.88
Fund of Funds-Domestic-Debt 8.06 8.74 7.07 8.42
Fund of Funds-Domestic-Equity 4.38 37.11 -16.61 3.66
Fund of Funds-Domestic-Gold 65.59 66.68 63.2 66.03
Fund of Funds-Domestic-Gold and Silver 75.45 78.6 72.3 75.45
Fund of Funds-Domestic-Hybrid 9.1 15.99 3.99 8.82
Fund of Funds-Domestic-Silver 90.01 92.13 87.08 90.19
Fund of Funds-Income Plus Arbitrage 6.23 12.3 -0.2 7.12
Fund of Funds-Overseas 26.6 127.67 6.02 24.53
Hybrid: Aggressive 2.99 10.22 -5.14 3.29
Hybrid: Arbitrage 6.08 6.52 4.3 6.17
Hybrid: Balanced 3.79 5.18 2.41 3.79
Hybrid: Conservative 5.16 9.25 2.09 5.06
Hybrid: Dynamic Asset Allocation 3.56 10.42 -6.54 3.97
Hybrid: Equity Savings 5.5 8.52 0.77 5.79
Hybrid: Multi Asset Allocation 12.25 18.32 5.42 13.55
Index Fund 3.28 26.79 -17.54 6.54
Retirement Fund 3.02 8.46 -3.0 3.25