Category Performance

 
As on 2017-06-25
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Conservative Allocation 12.18 19.98 6.65
Hybrid Allocation 13.13 24.51 1.88
Moderate Allocation 16.83 27.10 8.62
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 6.23 6.83 5.23
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals -5.14 -2.86 -10.30
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
ELSS (Tax Savings) 23.30 39.48 14.62
Equity - Other 23.38 47.08 9.58
Flexicap 22.87 36.89 9.39
Global - Other 8.22 23.55 -16.14
Large-Cap 19.24 34.92 7.98
Sector - Energy 33.32 38.61 23.22
Sector - Financial Services 33.70 45.59 26.95
Sector - FMCG 23.12 24.47 21.78
Sector - Healthcare -4.68 -2.00 -6.77
Sector - Infrastructure 27.98 46.87 14.96
Sector - Technology -7.13 -1.09 -14.33
Small/Mid-Cap 29.41 51.04 14.67
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Corporate Credit 10.36 11.60 7.19
Dynamic Bond 11.87 15.95 -7.25
Intermediate Bond 11.25 15.53 7.45
Intermediate Government Bond 14.01 18.98 9.09
Long-Term Government Bond 14.54 17.21 11.08
Short-Term Bond 9.09 12.14 7.11
Short-Term Government Bond 9.84 12.13 6.15
Ultrashort Bond 7.44 10.09 -6.08
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 6.37 7.21 -1.16
* 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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