Category Performance

 
As on 2021-09-22
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals -10.32 -7.29 -9.86
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Credit Risk 5.35 16.36 -24.45
10 yr Government Bond 4.92 6.41 3.63
Corporate Bond 5.01 7.89 0.00
Banking & PSU 5.02 7.23 -12.61
Dynamic Bond 4.52 54.11 -16.34
Floating Rate 5.62 8.63 2.35
Short Duration 5.12 10.16 0.00
Medium to Long Duration 3.94 7.55 -16.31
Long Duration 4.73 7.37 -1.11
Government Bond 5.10 8.87 -0.44
Low Duration 4.24 10.50 -0.10
Money Market 3.59 5.14 0.00
Ultra Short Duration 3.73 9.50 0.00
Medium Duration 4.43 21.64 -16.57
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Mid-Cap 69.73 98.12 52.90
Large & Mid- Cap 63.30 78.39 48.02
Equity - ESG 59.77 64.44 57.22
Dividend Yield 57.39 74.72 49.38
Large-Cap 55.36 71.50 40.15
Sector - Healthcare 35.13 49.21 28.36
Equity- Infrastructure 81.01 117.13 64.36
Sector - Financial Services 64.50 86.42 58.84
Sector - FMCG 43.42 46.71 44.64
Value 62.50 94.61 46.42
Small-Cap 83.93 123.88 63.31
Sector - Technology 92.17 103.53 50.73
Flexi Cap 58.40 76.76 23.44
Multi-Cap 67.26 103.95 52.70
Focused Fund 58.97 83.54 36.06
ELSS (Tax Savings) 59.09 112.13 36.10
Contra 66.89 88.63 55.28
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 2.81 4.56 -0.02
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Dynamic Asset Allocation 26.50 54.65 12.75
Conservative Allocation 14.42 43.67 -16.28
Aggressive Allocation 45.72 73.42 0.00
Balanced Allocation 39.20 52.21 29.06
Equity Savings 21.19 32.31 0.00
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 3.65 4.82 1.63
* 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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