Category Performance

 
As on 2017-08-20
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Moderate Allocation 12.94 21.98 5.27
Hybrid Allocation 10.36 19.71 -0.05
Conservative Allocation 9.39 16.39 4.97
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Global - Other 5.04 17.60 -28.65
Sector - Infrastructure 22.14 40.42 13.44
ELSS (Tax Savings) 17.86 34.24 7.96
Equity - Other 16.89 41.68 0.70
Sector - Energy 28.67 34.30 17.56
Sector - Technology 0.84 4.24 -4.43
Small/Mid-Cap 19.71 39.01 7.29
Flexicap 17.25 30.35 6.20
Sector - Financial Services 25.31 32.51 18.74
Sector - FMCG 15.56 16.55 14.56
Sector - Healthcare -15.29 -13.72 -17.07
Large-Cap 15.41 30.35 4.64
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Dynamic Bond 8.74 11.85 -3.94
Short-Term Government Bond 8.56 10.43 6.02
Intermediate Bond 8.23 10.98 4.81
Intermediate Government Bond 9.49 13.33 6.45
Corporate Credit 9.33 10.97 6.67
Ultrashort Bond 7.22 9.76 -2.82
Long-Term Government Bond 9.81 11.47 6.30
Short-Term Bond 8.14 9.79 6.67
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 5.94 6.25 5.03
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 6.34 7.02 0.74
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals -9.25 -5.29 -11.68
* Only open-ended funds.

Disclaimer: © 2014 Morningstar. All Rights Reserved. The information, data, analyses and opinions (“Information”) contained herein (1) include Morningstar’s confidential and proprietary information (2) may not be copied or redistributed,(3) do not constitute investment advice (4) are provided solely for information purposes (5) are not warrented to be complete, accurate or timely and (6) are drawn from fund data published on various dates. The information is provided to you at your own risk. Morningstar is not responsible for any trading decisions, damages or other losses related to the Information or its use. Please verify all of the Information before using it and don’t make any investment decision except upon the advice of a professional financial adviser. Past performance is no guarantee of future results. The value and income derived from investments can go up or down.

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