service@benchmarkcapital.in

Summary
Data as on - 12-06-2025
Category Average Return (%) Maximum Return (%) Minimum Return (%) Median Return (%)
Childrens Fund 7.27 14.68 1.46 5.96
Debt: Banking and PSU 9.22 9.72 8.34 9.35
Debt: Corporate Bond 9.52 10.37 8.2 9.61
Debt: Credit Risk 9.49 17.47 5.91 9.02
Debt: Dynamic Bond 9.0 10.85 6.94 8.85
Debt: Floater 9.13 10.28 7.91 9.12
Debt: Gilt 8.41 10.72 7.46 8.3
Debt: Gilt Fund with 10 year constant duration 10.85 11.36 10.53 10.65
Debt: Liquid 7.15 9.0 6.56 7.2
Debt: Long Duration 8.29 10.07 6.49 8.04
Debt: Low Duration 8.02 9.35 7.36 8.0
Debt: Medium Duration 9.67 14.6 7.7 9.24
Debt: Medium to Long Duration 9.04 10.29 7.55 8.89
Debt: Money Market 7.56 8.23 0.18 7.96
Debt: Overnight 6.36 6.55 6.02 6.37
Debt: Short Duration 9.18 10.34 8.43 9.22
Debt: Ultra Short Duration 7.4 8.15 6.01 7.47
Equity: Contra 6.18 10.12 3.16 5.25
Equity: Dividend Yield 3.84 8.23 0.36 3.86
Equity: ELSS 5.01 13.88 -7.86 6.24
Equity: Flexi Cap 5.08 13.6 -12.79 6.72
Equity: Focused 6.15 13.29 -4.03 6.37
Equity: Large and Mid Cap 6.61 16.44 -7.31 7.38
Equity: Large Cap 5.56 20.48 -2.66 5.93
Equity: Mid Cap 5.86 17.98 -10.31 5.53
Equity: Multi Cap 5.3 12.85 -9.51 5.11
Equity: Sectoral-Banking and Financial Services 14.53 23.84 1.99 15.12
Equity: Sectoral-FMCG -2.0 -2.0 -2.0 -2.0
Equity: Sectoral-Infrastructure -2.23 5.37 -11.23 -2.51
Equity: Sectoral-Pharma and Healthcare 17.68 27.22 6.38 16.74
Equity: Sectoral-Technology 12.74 20.97 1.6 12.23
Equity: Small Cap 5.33 18.04 -2.6 4.54
Equity: Thematic-Consumption 2.86 7.21 -6.35 2.38
Equity: Thematic-Energy -0.95 1.52 -3.37 -0.99
Equity: Thematic-ESG 6.02 13.09 -1.05 5.83
Equity: Thematic-International 14.02 22.73 8.11 13.55
Equity: Thematic-Manufacturing -0.53 2.01 -7.93 -0.09
Equity: Thematic-MNC -1.73 1.05 -8.46 -0.15
Equity: Thematic-Others 5.33 17.96 -5.83 4.47
Equity: Thematic-PSU -3.96 -1.27 -9.47 -2.17
Equity: Thematic-Quantitative 1.63 8.27 -7.21 4.0
Equity: Thematic-Transportation -3.91 0.83 -8.44 -4.72
Equity: Value 4.01 13.13 -6.27 4.83
ETFs 9.55 47.74 -11.97 7.8
Fund of Funds-Domestic-Debt 9.19 11.84 -0.94 11.11
Fund of Funds-Domestic-Equity 8.45 54.04 -5.81 7.05
Fund of Funds-Domestic-Gold 33.74 34.15 33.09 33.84
Fund of Funds-Domestic-Gold and Silver 27.12 28.34 25.9 27.12
Fund of Funds-Domestic-Hybrid 10.73 15.28 5.18 11.21
Fund of Funds-Domestic-Silver 16.78 17.27 15.37 16.84
Fund of Funds-Income Plus Arbitrage 8.42 9.92 3.24 9.34
Fund of Funds-Overseas 15.13 62.91 0.81 13.63
Hybrid: Aggressive 7.06 13.55 -2.11 7.51
Hybrid: Arbitrage 6.76 7.13 5.56 6.8
Hybrid: Balanced 7.65 8.54 6.76 7.65
Hybrid: Conservative 7.9 10.32 4.33 8.06
Hybrid: Dynamic Asset Allocation 6.04 10.91 -7.48 7.21
Hybrid: Equity Savings 7.31 9.72 4.46 7.14
Hybrid: Multi Asset Allocation 8.33 16.6 -6.86 9.15
Index Fund 5.97 24.37 -12.71 7.42
Retirement Fund 7.01 11.1 1.42 7.17