service@benchmarkcapital.in

Summary
Data as on - 04-09-2026
Category Average Return (%) Maximum Return (%) Minimum Return (%) Median Return (%)
Childrens Fund 3.57 16.87 -7.43 2.47
Debt: Banking and PSU 5.28 6.47 4.69 5.24
Debt: Corporate Bond 5.28 6.14 4.56 5.19
Debt: Credit Risk 8.34 17.39 5.21 7.29
Debt: Dynamic Bond 4.25 6.55 1.62 4.31
Debt: Floater 6.24 7.42 5.66 6.22
Debt: Gilt 3.37 7.3 0.96 3.41
Debt: Gilt Fund with 10 year constant duration 4.04 5.34 2.46 3.94
Debt: Liquid 6.31 6.62 5.76 6.4
Debt: Long Duration 3.19 5.34 1.66 2.92
Debt: Low Duration 5.94 6.5 5.33 5.94
Debt: Medium Duration 5.97 8.74 3.48 6.03
Debt: Medium to Long Duration 4.19 5.15 2.8 4.19
Debt: Money Market 6.32 6.53 5.5 6.44
Debt: Overnight 5.18 5.52 4.8 5.21
Debt: Short Duration 5.29 6.15 4.72 5.19
Debt: Ultra Short Duration 6.09 6.55 5.05 6.17
Equity: Contra 1.39 3.14 -0.37 1.39
Equity: Dividend Yield 3.5 12.34 -2.0 2.91
Equity: ELSS 2.22 15.19 -8.31 1.71
Equity: Flexi Cap 4.03 15.01 -5.83 3.64
Equity: Focused 5.31 26.66 -6.49 3.75
Equity: Large and Mid Cap 5.48 12.59 -5.98 6.12
Equity: Large Cap 0.38 8.93 -7.42 0.09
Equity: Mid Cap 9.68 22.0 -0.16 9.51
Equity: Multi Cap 7.97 18.67 -3.34 8.4
Equity: Sectoral-Banking and Financial Services 9.16 20.64 0.79 8.06
Equity: Sectoral-FMCG -20.09 -20.09 -20.09 -20.09
Equity: Sectoral-Infrastructure 7.36 16.52 -5.86 6.61
Equity: Sectoral-Pharma and Healthcare 16.77 25.51 8.25 17.2
Equity: Sectoral-Technology -3.1 9.95 -10.41 -5.18
Equity: Small Cap 14.29 31.75 -1.54 14.42
Equity: Thematic-Active-Momentum 14.89 26.73 8.59 13.56
Equity: Thematic-Business-Cycle 5.44 14.17 -0.78 5.27
Equity: Thematic-Consumption -4.31 2.9 -12.41 -5.12
Equity: Thematic-Energy 10.89 20.93 3.88 8.68
Equity: Thematic-ESG 1.37 23.0 -3.96 -0.58
Equity: Thematic-Innovation 10.37 19.51 -0.06 10.66
Equity: Thematic-International 25.44 42.0 16.0 19.62
Equity: Thematic-Manufacturing 14.56 25.58 2.02 14.55
Equity: Thematic-MNC 6.41 20.68 -5.38 2.94
Equity: Thematic-Multi-Sector 6.29 6.29 6.29 6.29
Equity: Thematic-Others 5.27 32.67 -5.91 2.12
Equity: Thematic-PSU 10.41 14.47 6.87 9.91
Equity: Thematic-Quantitative 3.37 13.96 -1.64 3.2
Equity: Thematic-Special-Opportunities 15.04 23.33 2.04 15.07
Equity: Thematic-Transportation 12.26 28.86 4.31 10.87
Equity: Value 5.21 22.38 -5.08 2.75
ETFs 13.14 89.05 -19.01 5.82
Fund of Funds-Domestic-Debt 5.24 5.79 4.55 5.17
Fund of Funds-Domestic-Equity 3.89 28.14 -15.44 3.17
Fund of Funds-Domestic-Gold 43.39 44.19 42.17 43.72
Fund of Funds-Domestic-Gold and Silver 61.52 66.92 53.89 63.74
Fund of Funds-Domestic-Hybrid 8.48 18.81 1.77 8.26
Fund of Funds-Domestic-Silver 84.68 87.62 81.34 84.68
Fund of Funds-Income Plus Arbitrage 5.52 6.27 4.38 5.5
Fund of Funds-Overseas 30.72 125.62 3.84 28.08
Hybrid: Aggressive 3.18 15.01 -4.75 2.55
Hybrid: Arbitrage 5.58 6.69 3.38 5.68
Hybrid: Balanced 4.53 5.09 3.97 4.53
Hybrid: Conservative 3.59 6.88 0.44 3.38
Hybrid: Dynamic Asset Allocation 2.84 7.97 -3.45 3.29
Hybrid: Equity Savings 4.25 8.25 -0.88 3.97
Hybrid: Multi Asset Allocation 11.51 20.86 3.12 11.79
Index Fund 4.33 33.2 -18.52 5.6
Retirement Fund 3.78 14.75 -3.2 3.47