Category Performance

 
As on 2020-01-21
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Aggressive Allocation 9.91 19.33 -8.46
Dynamic Asset Allocation 8.57 13.14 -2.81
Equity Savings 7.65 11.63 -5.63
Multi Asset Allocation 10.68 18.16 5.13
Children 9.58 15.68 3.95
Conservative Allocation 6.06 11.54 -6.76
Fund of Funds 7.91 24.41 -2.25
Retirement 8.65 14.53 0.22
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 5.85 6.39 3.74
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Equity - Other 9.30 24.67 -3.46
Equity- Infrastructure 8.48 17.35 -7.80
Large & Mid- Cap 12.52 18.81 5.61
Small-Cap 6.30 25.04 -17.38
Value 5.58 16.25 -5.31
Contra 8.67 13.70 2.15
Dividend Yield 7.05 11.54 0.12
ELSS (Tax Savings) 11.10 20.46 0.23
Equity - Consumption 11.11 23.11 -1.82
Focused Fund 14.83 29.08 4.93
Global - Other 18.82 41.69 4.55
Index Funds 11.08 14.86 4.87
Large-Cap 12.69 20.39 5.06
Mid-Cap 9.81 17.67 1.58
Multi-Cap 11.81 22.02 4.35
Sector - Energy 10.62 10.62 10.62
Sector - Financial Services 18.48 25.71 9.45
Sector - FMCG 7.95 7.95 7.95
Sector - Healthcare 8.27 14.81 2.07
Sector - Technology 9.62 12.63 2.42
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 22.68 24.20 21.39
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
10 yr Government Bond 13.70 15.31 12.27
Corporate Bond 7.90 12.95 -5.88
Dynamic Bond 7.79 13.50 -5.30
Government Bond 11.48 14.09 8.09
Medium to Long Duration 8.02 12.20 -9.32
Ultra Short Duration 6.74 13.77 -2.29
Banking & PSU 9.83 12.77 -0.99
Credit Risk 0.08 9.60 -45.12
Floating Rate 8.38 8.77 7.46
Long Duration 13.18 13.73 12.88
Low Duration 1.54 8.76 -19.30
Medium Duration 4.61 11.49 -9.56
Money Market 6.96 8.33 0.00
Short Duration 4.45 9.73 -13.28
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Overnight 5.45 5.59 4.85
Liquid 5.29 6.99 -0.12
* 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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