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

Nov 07, 2024

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

BACK TO BASICS How to Improve Financial Literacy

The importance of knowing how to empower yourself to make the right investment decisions

RETIREMENT 18 rules for ageing well

Something all of us need to pay heed to.

THE INVESTOR'S MIND: 20 FABULOUS CONVERSATIONS The practical wisdom of Christine Benz

.

Fund Category Returns

As on Nov 05, 2024

Morningstar Videos

Video

Is there a Good time to Buy or Sell an actively managed fund

Morningstar Medalist Rating^TM

150 Securities	315 Securities	600 Securities
3342 Securities	1277 Securities
150 Securities	315 Securities
600 Securities	3342 Securities
1277 Securities

View all reports >

Stock Monitor

Detailed View

Refresh

Tools ^NEW

Fund Screener

Fund that meet your search criteria.

Investment Compare

Compare multiple investments side by side.

Instant X-Ray

Dissect an investment and gain a clear view.

Portfolio Manager

Create, track and analyse your portfolios.

Index Returns

Currencies

Best in Mutual Funds ^NEW

5-Star Rated Mutual Funds

Funds: Best YTD Return

Funds: Best 5-Yr Return

Screen Mutual Funds

Compare Mutual Funds

Rank ETFs

Risers & Fallers

NFO

ICICI Prudential Equity Minimum Variance

Tata India Innovation Fund

Bajaj Finserv Consumption Fund

Best in Insurance Funds ^NEW

5-Star Rated Funds

Best YTD Return

Best 5-Yr Return

Compare performance of your Mutual Funds^NEW

Add more

Do an Instant X-Ray of your holdings ^NEW

Add more

About Us

Connect With Us

© Copyright 2024 Morningstar, Inc. All rights reserved. Please read our Terms of Use above. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
As of December 1st, 2023, the ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
Company: Morningstar India Private Limited; Regd. Office: 9th floor, Platinum Technopark, Plot No. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No.: +91-22-61217100; Fax No.: +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: helpdesk.in@morningstar.com) in case of queries or grievances.

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

The importance of knowing how to empower yourself to make the right investment decisions

Something all of us need to pay heed to.

.

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

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

The importance of knowing how to empower yourself to make the right investment decisions

Something all of us need to pay heed to.

.

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