Category Performance

 
As on 2018-02-22
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Conservative Allocation 7.44 19.75 0.68
Hybrid Allocation 9.04 14.98 2.10
Moderate Allocation - - -
Moderate Allocation 28.32 28.32 28.32
Moderate Allocation 12.88 23.77 6.71
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 5.99 5.99 5.99
Arbitrage Fund 5.64 6.06 4.99
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 1.32 2.76 -1.03
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
ELSS (Tax Savings) - - -
ELSS (Tax Savings) 19.57 32.71 8.50
Equity - Other 16.08 36.58 0.63
Flexicap 18.84 31.57 13.46
Flexicap 12.19 12.19 12.19
Flexicap - - -
Flexicap 18.31 30.12 3.66
Global - Other 12.46 41.44 -20.12
Large-Cap 15.64 23.86 6.47
Large-Cap 17.98 17.98 17.98
Sector - Energy 21.52 30.89 10.79
Sector - Financial Services 17.17 23.46 11.11
Sector - FMCG 28.07 35.32 20.83
Sector - Healthcare -3.28 2.11 -9.37
Sector - Infrastructure 21.80 35.98 14.37
Sector - Technology 27.72 32.45 21.93
Small/Mid-Cap 22.66 49.10 6.27
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Corporate Credit 6.49 8.29 0.89
Dynamic Bond 3.87 9.05 -1.01
Intermediate Bond 4.00 5.85 2.15
Intermediate Bond 4.23 6.27 0.47
Intermediate Government Bond 2.08 5.02 -1.33
Long-Term Government Bond 2.00 5.08 -3.54
Short-Term Bond 5.58 6.58 4.32
Short-Term Bond 5.50 5.65 5.04
Short-Term Government Bond 5.24 6.26 2.63
Ultrashort Bond 6.52 9.38 4.46
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 6.41 7.95 3.96
* 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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