Morningstar Stock, Mutual Fund, Investment Research, Qualitative Rankings, Portfolio Management

Apr 06, 2025

FUND AWARDS Winners of 2025 Morningstar Awards for Investing Excellence

Here are the winners, as well as the nominees.

FUND AWARDS Nominees for Morningstar Fund Awards 2025

Here is a list of nominees for the Morningstar Fund Awards 2025.

FUND AWARDS The 17th Edition of Morningstar Fund Awards is here!

Morningstar brings its 17th edition of the Morningstar Fund Award, India 2025, a programme that recognizes excellence in the Indian fund industry.

MUTUAL FUNDS The Evolving Landscape of Emerging Markets: India and China's Diverging Paths

Explore the evolving dynamics of India and China at the Morningstar Investment Conference 2024, where experts will discuss growth opportunities, risks, and strategies for navigating these two powerhouse economies.

MUTUAL FUNDS Unlocking Strategies for Uncertain Interest Rate Environments: Hear from Dignitaries at the 14th Morningstar Conference

Join top industry leaders at the 14th Morningstar Investment Conference for insights on navigating market volatility and crafting strategies in an uncertain interest rate environment.

MUTUAL FUNDS Large Caps VS Small Caps : An Unmissable Debate at MIC India 2024

Recently, Indian large-cap stocks have lagged expectations, while small and mid-cap stocks have outperformed and led the market.

BEHAVIOURAL FINANCE Don't Let Your Emotions Spoil Your Financial Planning

Making emotional decisions while investing can be counterproductive

INSIGHTS AND PERSPECTIVES India Allocation Soars in Emerging-Markets Equities Strategies

India Exposure Soars in Emerging-Markets Equities Strategies

BEHAVIOURAL FINANCE Mastering Delayed Gratification for Financial Well-Being

Let's explore the role and benefits of delayed gratification in the realm of money management and investing.

INSIGHTS AND PERSPECTIVES India's Popularity Soars in Asian Bond Portfolios

Fueled by strong fundamentals, Indian bonds have become a market heavyweight

BACK TO BASICS Empowering Women Through Financial Education in India

A significant gender gap persists in financial literacy, limiting the ability of many women to make informed financial decisions.

FUND AWARDS Winners of 2024 Morningstar Awards for Investing Excellence

Here are the winners, as well as the nominees.

FUND AWARDS Nominees for Morningstar Fund Awards 2024

Here is a list of nominees for the Morningstar Fund Awards 2024.

INSIGHTS AND PERSPECTIVES Assets managed by Women Fund Managers in India surges.

Women in the Indian Mutual Fund Industry-2024. We attempt to acknowledge the presence and highlight the achievements of women in this space.

FUND AWARDS The 16th Edition of Morningstar Fund Awards is here!

Morningstar brings its 16th edition of the Morningstar Fund Awards, India 2024, a programme that recognizes excellence in the Indian fund industry.

BEHAVIOURAL FINANCE Biases Are a Part of Investing - But You Can Beat Them

Cognitive biases in investing and practical strategies to mitigate it.

RETIREMENT Much Works Required to Improve Retirement in India

One suggestion is pension contributions mandatory, regardless of service duration, to help build a retirement fund for individuals.

RETIREMENT Increasing Numbers of NRIs Choosing to Return to India in Retirement

We highlight four factors that are fuelling the trend

Fund Category Returns

As on Apr 04, 2025

Morningstar Category	Category Average	Top Performer	Bottom Performer
* Only open-ended funds.			View more >
Large-Cap	2.12	21.30	-8.98
Mid-Cap	2.79	14.21	-9.27
Sector - Healthcare	12.76	26.07	1.39
Sector - Technology	-2.86	7.23	-9.52
Sector - FMCG	0.75	2.56	1.01
Sector - Energy	-6.98	-6.44	-7.53
Sector - Financial Services	5.76	19.10	-8.78
Sector - Precious Metals	22.46	27.66	13.96
ELSS (Tax Savings)	1.75	27.50	-14.06
Multi-Cap	2.79	13.22	-11.53
Equity- Infrastructure	-1.34	8.83	-14.47
Small-Cap	1.37	13.80	-7.78
Large & Mid- Cap	3.38	12.17	-9.95
Value	0.32	10.21	-10.11
Contra	6.44	9.66	2.23
Dividend Yield	1.91	8.53	-2.57
Focused Fund	2.38	13.61	-18.23
Equity - ESG	1.95	10.02	-7.39
Flexi Cap	1.37	12.46	-22.11

Morningstar Category	Category Average	Top Performer	Bottom Performer
* Only open-ended funds.			View more >
Balanced Allocation	7.95	10.34	5.03
Conservative Allocation	7.08	11.25	0.54
Aggressive Allocation	4.40	14.41	-6.07
Dynamic Asset Allocation	2.63	11.88	-17.54
Equity Savings	5.11	11.38	-3.14

Morningstar Category	Category Average	Top Performer	Bottom Performer
* Only open-ended funds.			View more >
Arbitrage Fund	6.70	8.10	-1.84

Morningstar Category	Category Average	Top Performer	Bottom Performer
* Only open-ended funds.			View more >
Short Duration	7.97	14.11	0.34
Ultra Short Duration	6.78	10.61	2.22
10 yr Government Bond	10.44	11.63	5.54
Government Bond	9.44	11.42	3.53
Short-Term Government Bond	-	-	-
Medium to Long Duration	8.81	10.66	1.86
Long Duration	9.00	11.59	1.73
Credit Risk	9.20	23.23	-2.56
Dynamic Bond	9.02	11.86	0.85
Low Duration	7.02	15.62	0.05
Money Market	6.80	8.25	0.05
Medium Duration	8.30	14.51	-9.30
Corporate Bond	8.04	9.56	0.09
Banking & PSU	7.72	10.31	0.06
Floating Rate	8.50	13.35	1.22

Morningstar Category	Category Average	Top Performer	Bottom Performer
* Only open-ended funds.			View more >
Liquid	6.64	84.90	0.00

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Morningstar Medalist Rating^TM

112 Securities	262 Securities	675 Securities
3228 Securities	1337 Securities
112 Securities	262 Securities
675 Securities	3228 Securities
1337 Securities

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Index Returns

Name	Date	Close Price*	Change Pt* / Change %*
* In base currency
S&P BSE SENSEX	Apr 04, 2025	75364.69	-930.66 / -1.22
S&P BSE 100	Apr 04, 2025	23947.78	-405.88 / -1.67
S&P BSE 200	Apr 04, 2025	10333.17	-196.18 / -1.86
S&P BSE 500	Apr 04, 2025	32739.88	-680.98 / -2.04
S&P BSE Midcap	Apr 03, 2025	41796.08	128.43 / 0.31
S&P BSE Smallcap	Apr 03, 2025	47494.11	357.96 / 0.76

Name	Country	Date	Close Price*	Change Pt* / Change %*
* In base currency
JSX Composite	IDN	Apr 04, 2025	6510.62	0.00 / 0.00
S&P/ASX 200	AUS	Apr 04, 2025	7667.85	-191.88 / -2.44
SET 50	THA	Apr 04, 2025	715.17	-26.50 / -3.57
Hang Seng HSI	HKG	Apr 03, 2025	22849.81	-352.72 / -1.52
FTSE/SGX STI	SGP	Apr 04, 2025	3825.86	-116.37 / -2.95
KSE KOSPI Korea	KOR	Apr 04, 2025	2465.42	-21.28 / -0.86
FTSE Bursa Malaysia KLCI	MYS	Apr 04, 2025	1504.14	-14.78 / -0.97
TSEC 50	TWN	Apr 03, 2025	17671.50	0.00 / 0.00
Shanghai SE Composite	CHN	Apr 03, 2025	3342.01	-8.12 / -0.24
Nikkei 225 Average	JPN	Apr 04, 2025	33780.58	-955.35 / -2.75

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Risers & Fallers

As of Apr 04, 2025

Risers	%
Beezaasan Explotech	11.20
Dynamic Industries	10.26
Kaveri Seed Co	9.77
Unitech International	9.76
Chemcrux Enterprises	8.28

Fallers	%
Command Polymers	-22.58
Garware Hi-Tech Films	-15.63
Camlin Fine Sciences	-12.12
POCL Enterprises	-10.79
Epigral	-9.69

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Here are the winners, as well as the nominees.

Here is a list of nominees for the Morningstar Fund Awards 2025.

Morningstar brings its 17th edition of the Morningstar Fund Award, India 2025, a programme that recognizes excellence in the Indian fund industry.

Explore the evolving dynamics of India and China at the Morningstar Investment Conference 2024, where experts will discuss growth opportunities, risks, and strategies for navigating these two powerhouse economies.

Join top industry leaders at the 14th Morningstar Investment Conference for insights on navigating market volatility and crafting strategies in an uncertain interest rate environment.

Recently, Indian large-cap stocks have lagged expectations, while small and mid-cap stocks have outperformed and led the market.

Making emotional decisions while investing can be counterproductive

India Exposure Soars in Emerging-Markets Equities Strategies

Let's explore the role and benefits of delayed gratification in the realm of money management and investing.

Fueled by strong fundamentals, Indian bonds have become a market heavyweight

A significant gender gap persists in financial literacy, limiting the ability of many women to make informed financial decisions.

Here are the winners, as well as the nominees.

Here is a list of nominees for the Morningstar Fund Awards 2024.

Women in the Indian Mutual Fund Industry-2024. We attempt to acknowledge the presence and highlight the achievements of women in this space.

Morningstar brings its 16th edition of the Morningstar Fund Awards, India 2024, a programme that recognizes excellence in the Indian fund industry.

Cognitive biases in investing and practical strategies to mitigate it.

One suggestion is pension contributions mandatory, regardless of service duration, to help build a retirement fund for individuals.

We highlight four factors that are fuelling the trend

Fund Category Returns

Morningstar Videos

Stock Monitor

Tools ^NEW

Index Returns

Currencies

Best in Mutual Funds ^NEW

Risers & Fallers

NFO

Best in Insurance Funds ^NEW

Compare performance of your Mutual Funds^NEW

Do an Instant X-Ray of your holdings ^NEW

STOCKS

MUTUAL FUNDS

INSURANCE FUNDS

Here are the winners, as well as the nominees.

Here is a list of nominees for the Morningstar Fund Awards 2025.

Morningstar brings its 17th edition of the Morningstar Fund Award, India 2025, a programme that recognizes excellence in the Indian fund industry.

Explore the evolving dynamics of India and China at the Morningstar Investment Conference 2024, where experts will discuss growth opportunities, risks, and strategies for navigating these two powerhouse economies.

Join top industry leaders at the 14th Morningstar Investment Conference for insights on navigating market volatility and crafting strategies in an uncertain interest rate environment.

Recently, Indian large-cap stocks have lagged expectations, while small and mid-cap stocks have outperformed and led the market.

Making emotional decisions while investing can be counterproductive

India Exposure Soars in Emerging-Markets Equities Strategies

Let's explore the role and benefits of delayed gratification in the realm of money management and investing.

Fueled by strong fundamentals, Indian bonds have become a market heavyweight

A significant gender gap persists in financial literacy, limiting the ability of many women to make informed financial decisions.

Here are the winners, as well as the nominees.

Here is a list of nominees for the Morningstar Fund Awards 2024.

Women in the Indian Mutual Fund Industry-2024. We attempt to acknowledge the presence and highlight the achievements of women in this space.

Morningstar brings its 16th edition of the Morningstar Fund Awards, India 2024, a programme that recognizes excellence in the Indian fund industry.

Cognitive biases in investing and practical strategies to mitigate it.

One suggestion is pension contributions mandatory, regardless of service duration, to help build a retirement fund for individuals.

We highlight four factors that are fuelling the trend

Fund Category Returns

Morningstar Videos

Stock Monitor

Tools NEW

Index Returns

Currencies

Best in Mutual Funds NEW

Risers & Fallers

NFO

Best in Insurance Funds NEW

Compare performance of your Mutual FundsNEW

Do an Instant X-Ray of your holdings NEW

STOCKS

MUTUAL FUNDS

INSURANCE FUNDS

Tools ^NEW

Best in Mutual Funds ^NEW

Best in Insurance Funds ^NEW

Compare performance of your Mutual Funds^NEW

Do an Instant X-Ray of your holdings ^NEW