Category Performance

 
As on 2020-10-22
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Mid-Cap 7.95 34.97 -8.36
Multi-Cap 1.97 23.31 -13.99
Large & Mid- Cap 2.50 12.51 -11.85
Large-Cap 1.72 22.61 -13.71
Dividend Yield 2.81 11.13 -6.57
Equity- Infrastructure -9.80 10.10 -27.61
Sector - Healthcare 61.20 74.94 45.78
Sector - FMCG -11.44 -7.64 -16.93
Sector - Technology 39.37 57.60 32.04
Small-Cap 13.04 53.31 -11.81
Value 1.01 9.46 -12.77
ELSS (Tax Savings) 2.75 25.77 -12.88
Contra 6.59 9.84 2.70
Sector - Financial Services -16.48 -7.11 -21.04
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Banking & PSU 9.09 16.63 0.72
10 yr Government Bond 10.00 14.00 -12.27
Corporate Bond 8.37 45.53 -15.15
Credit Risk -2.68 10.97 -43.95
Dynamic Bond 8.52 13.90 -13.25
Short Duration 8.45 11.70 -1.73
Floating Rate 8.14 11.57 4.67
Long Duration 10.18 12.67 6.41
Government Bond 10.04 14.53 1.00
Low Duration 4.38 21.98 -30.70
Medium to Long Duration 8.99 14.78 -5.38
Money Market 5.18 7.19 -8.52
Medium Duration 2.88 14.44 -40.01
Ultra Short Duration 3.25 18.97 -38.82
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 3.68 6.00 -1.32
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Aggressive Allocation 3.80 18.81 -14.39
Dynamic Asset Allocation 7.03 20.38 -7.97
Conservative Allocation 5.47 12.02 -11.71
Equity Savings 4.31 10.99 -11.27
Balanced Allocation 2.33 8.17 -3.47
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 3.26 6.41 -12.79
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 31.66 33.95 28.55
* 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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