service@benchmarkcapital.in

Summary
Data as on - 01-08-2025
Category Average Return (%) Maximum Return (%) Minimum Return (%) Median Return (%)
Childrens Fund 0.25 7.23 -4.98 1.93
Debt: Banking and PSU 8.64 8.93 7.86 8.72
Debt: Corporate Bond 9.01 10.11 7.73 9.04
Debt: Credit Risk 11.03 22.58 6.0 8.9
Debt: Dynamic Bond 7.98 9.86 5.81 7.79
Debt: Floater 8.66 9.4 7.71 8.69
Debt: Gilt 7.23 9.17 6.3 7.02
Debt: Gilt Fund with 10 year constant duration 9.52 10.09 9.13 9.31
Debt: Liquid 6.96 8.77 6.37 7.01
Debt: Long Duration 7.0 9.03 5.34 6.69
Debt: Low Duration 7.86 9.15 7.18 7.83
Debt: Medium Duration 9.22 13.65 6.98 9.06
Debt: Medium to Long Duration 8.0 9.26 6.64 7.92
Debt: Money Market 7.74 8.08 6.67 7.87
Debt: Overnight 6.19 6.37 5.85 6.21
Debt: Short Duration 8.71 9.9 8.04 8.7
Debt: Ultra Short Duration 7.27 8.08 5.81 7.33
Equity: Contra -2.23 0.77 -4.04 -3.42
Equity: Dividend Yield -6.22 -1.96 -8.7 -6.42
Equity: ELSS -2.66 7.1 -13.78 -1.9
Equity: Flexi Cap -2.26 7.82 -18.52 -0.94
Equity: Focused -1.52 8.68 -11.98 -1.41
Equity: Large and Mid Cap -1.37 9.92 -14.37 -1.51
Equity: Large Cap -2.3 10.84 -10.91 -3.01
Equity: Mid Cap -1.89 11.36 -16.0 -1.02
Equity: Multi Cap -1.31 20.95 -16.41 -1.6
Equity: Sectoral-Banking and Financial Services 7.95 13.96 -1.17 8.61
Equity: Sectoral-FMCG -7.85 -7.85 -7.85 -7.85
Equity: Sectoral-Infrastructure -9.01 -3.38 -17.14 -9.02
Equity: Sectoral-Pharma and Healthcare 8.1 19.99 -8.35 7.32
Equity: Sectoral-Technology -5.11 2.43 -15.27 -3.92
Equity: Small Cap -2.54 7.39 -8.34 -2.28
Equity: Thematic-Active-Momentum -10.98 -7.63 -14.33 -10.98
Equity: Thematic-Business-Cycle -3.77 4.94 -16.03 -2.61
Equity: Thematic-Consumption -2.66 5.11 -16.05 -3.11
Equity: Thematic-Energy -5.99 -0.3 -12.64 -5.51
Equity: Thematic-ESG -3.74 2.19 -15.35 -3.2
Equity: Thematic-Innovation 1.67 7.65 -6.23 2.11
Equity: Thematic-International 14.31 25.82 8.44 12.9
Equity: Thematic-Manufacturing -6.73 -3.45 -17.73 -5.5
Equity: Thematic-MNC -6.84 -3.86 -11.47 -6.36
Equity: Thematic-Others -3.34 9.77 -11.74 -2.49
Equity: Thematic-PSU -15.16 -12.06 -22.73 -12.86
Equity: Thematic-Quantitative -7.03 -0.36 -13.93 -9.45
Equity: Thematic-Special-Opportunities -4.06 9.74 -17.02 -4.49
Equity: Thematic-Transportation -6.96 -1.49 -11.03 -7.44
Equity: Value -4.58 3.12 -13.68 -2.63
ETFs 4.27 61.96 -18.7 -0.55
Fund of Funds-Domestic-Debt 6.6 10.22 -12.09 9.16
Fund of Funds-Domestic-Equity -0.16 67.17 -16.53 -2.6
Fund of Funds-Domestic-Gold 37.89 38.61 37.02 37.92
Fund of Funds-Domestic-Gold and Silver 34.94 35.17 34.7 34.94
Fund of Funds-Domestic-Hybrid 6.1 13.37 -2.92 6.04
Fund of Funds-Domestic-Silver 27.67 28.16 26.4 27.75
Fund of Funds-Income Plus Arbitrage 6.94 8.93 -0.15 8.34
Fund of Funds-Overseas 20.3 59.8 6.07 18.55
Hybrid: Aggressive 0.81 6.64 -6.81 1.22
Hybrid: Arbitrage 6.71 7.08 5.47 6.78
Hybrid: Balanced 3.34 4.57 2.11 3.34
Hybrid: Conservative 5.58 7.77 2.65 5.51
Hybrid: Dynamic Asset Allocation 1.08 6.93 -11.21 2.34
Hybrid: Equity Savings 4.64 7.01 2.24 5.06
Hybrid: Multi Asset Allocation 5.17 15.06 -7.17 5.65
Index Fund 0.47 25.04 -19.23 -0.92
Retirement Fund 1.91 7.4 -5.56 2.36