Category Performance

 
As on 2017-05-24
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Conservative Allocation 12.17 23.67 7.30
Hybrid Allocation 13.90 26.36 1.40
Moderate Allocation 19.36 30.58 9.33
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 6.37 7.03 5.30
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals -4.17 -2.44 -6.70
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
ELSS (Tax Savings) 25.79 39.32 15.61
Equity - Other 27.21 60.65 10.85
Flexicap 26.22 46.92 8.69
Global - Other 12.19 26.05 -11.19
Large-Cap 23.50 40.41 15.93
Sector - Energy 40.19 45.70 31.22
Sector - Financial Services 38.68 52.52 32.44
Sector - FMCG 22.51 24.61 20.40
Sector - Healthcare -7.16 -6.10 -9.41
Sector - Infrastructure 33.75 50.22 21.09
Sector - Technology -3.87 2.54 -11.81
Small/Mid-Cap 30.20 51.75 10.93
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Corporate Credit 9.96 11.20 7.28
Dynamic Bond 10.33 13.96 -7.20
Intermediate Bond 9.88 13.03 6.67
Intermediate Government Bond 12.10 16.88 8.79
Long-Term Government Bond 12.13 14.99 10.01
Short-Term Bond 8.63 11.06 6.77
Short-Term Government Bond 9.07 11.57 6.18
Ultrashort Bond 7.40 9.95 -5.93
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 6.46 7.38 -1.05
* 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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