Category Performance

 
As on 2017-10-22
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Equity - Other 18.32 42.65 -1.60
Sector - Infrastructure 23.89 42.55 13.23
Sector - Financial Services 23.59 34.19 15.87
Sector - Healthcare -10.31 -8.86 -12.06
Flexicap 18.50 29.31 9.05
Global - Other 15.29 29.43 -8.37
Large-Cap 17.39 34.74 7.31
Sector - Energy 32.67 39.06 20.95
Sector - Technology 6.46 9.38 1.10
Small/Mid-Cap 20.57 35.99 6.25
ELSS (Tax Savings) 19.29 28.23 6.90
Sector - FMCG 21.09 22.77 19.42
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Dynamic Bond 6.35 9.78 -4.44
Intermediate Government Bond 6.60 9.91 3.60
Long-Term Government Bond 6.66 8.00 3.11
Short-Term Bond 7.04 8.11 5.77
Corporate Credit 8.16 10.22 5.36
Intermediate Bond 6.10 8.20 3.63
Short-Term Government Bond 7.05 8.89 5.30
Ultrashort Bond 6.82 9.04 -3.23
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 6.29 6.91 0.48
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Conservative Allocation 8.47 17.16 4.26
Hybrid Allocation 10.39 18.40 0.86
Moderate Allocation 13.54 24.11 5.38
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals -3.21 2.24 -7.56
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 5.73 6.12 4.91
* 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.

Top
Mutual Fund Tools
Feedback