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Category Performance

Please select a period to view the category performance:

As on Dec 05, 2023

Equity

Morningstar Category	Category Average	Top Performer	Bottom Performer
Focused Fund	16.90	27.11	6.37
Small-Cap	32.74	44.56	15.13
Sector - Technology	8.63	35.11	1.85
Value	25.01	40.19	9.30
ELSS (Tax Savings)	19.32	38.11	9.88
Contra	22.80	29.09	18.93
Sector - Financial Services	15.28	30.32	-1.94
Mid-Cap	28.74	41.41	11.48
Flexi Cap	19.52	32.86	9.26
Multi-Cap	23.79	32.71	13.04
Large & Mid- Cap	20.94	33.76	9.34
Large-Cap	12.63	29.91	0.75
Equity - ESG	13.96	22.25	9.51
Dividend Yield	25.28	31.08	15.90
Equity- Infrastructure	32.83	45.79	20.33
Sector - Healthcare	26.21	32.52	19.13
Sector - FMCG	17.43	18.68	7.99

Fixed Income

Morningstar Category	Category Average	Top Performer	Bottom Performer
Money Market	6.17	7.73	-0.01
Long Duration	4.68	6.42	-1.45
Medium Duration	5.59	7.39	-0.64
Ultra Short Duration	6.21	7.83	-5.24
Banking & PSU	5.85	7.45	-0.04
Corporate Bond	5.80	7.55	-2.48
10 yr Government Bond	5.26	6.59	-0.37
Credit Risk	7.11	16.33	-2.23
Dynamic Bond	5.37	7.89	-0.85
Short Duration	5.72	11.45	-0.07
Floating Rate	6.85	19.34	-0.03
Government Bond	5.73	8.32	-0.34
Low Duration	6.41	9.13	-0.02
Medium to Long Duration	5.43	7.29	-0.02

Allocation

Morningstar Category	Category Average	Top Performer	Bottom Performer
Equity Savings	10.17	16.00	0.26
Balanced Allocation	10.27	12.75	7.90
Aggressive Allocation	14.77	31.38	2.04
Dynamic Asset Allocation	13.28	25.89	0.97
Conservative Allocation	7.83	12.49	-1.47

Alternative

Morningstar Category	Category Average	Top Performer	Bottom Performer
Arbitrage Fund	7.17	8.37	1.24

Money Market

Morningstar Category	Category Average	Top Performer	Bottom Performer
Liquid	6.06	7.97	0.00

Commodities

Morningstar Category	Category Average	Top Performer	Bottom Performer
Sector - Precious Metals	13.63	17.81	11.61

* Only open-ended funds.

Disclaimer: © 2023 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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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.
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