Category Performance

 
As on 2019-10-21
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Children 8.30 16.97 1.86
Equity Savings 6.70 10.93 -5.32
Fund of Funds 6.54 11.22 -2.67
Multi Asset Allocation 8.90 18.76 3.26
Retirement 8.82 15.80 -1.32
Aggressive Allocation 8.90 19.03 -10.66
Conservative Allocation 6.87 14.51 -7.86
Dynamic Asset Allocation 7.86 12.63 -2.83
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 19.24 21.35 17.98
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Contra 5.39 11.29 -1.18
Dividend Yield 3.14 7.65 -3.86
Equity - Consumption 13.52 25.39 0.75
Equity- Infrastructure 7.46 16.15 -7.12
Large-Cap 12.39 24.49 4.54
Mid-Cap 5.38 17.27 -2.19
Sector - Energy 4.65 4.65 4.65
Sector - Healthcare -5.67 -0.66 -9.68
Sector - Technology 3.05 6.83 -1.59
Small-Cap -0.99 22.64 -22.24
ELSS (Tax Savings) 9.51 21.92 -0.08
Equity - Other 7.55 18.34 -6.64
Focused Fund 12.55 24.07 -1.06
Global - Other 3.20 22.73 -12.57
Index Funds 10.76 13.87 4.15
Large & Mid- Cap 9.64 16.51 1.30
Multi-Cap 10.56 23.43 3.22
Sector - Financial Services 19.26 27.60 8.49
Sector - FMCG 12.67 12.67 12.67
Value 2.19 15.23 -8.66
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 6.07 6.62 3.98
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Credit Risk 1.71 9.27 -45.52
Floating Rate 8.77 9.64 7.56
Government Bond 13.96 16.74 11.04
Money Market 7.35 9.10 0.00
Short Duration 5.80 10.73 -13.47
Ultra Short Duration 7.66 14.83 -1.71
10 yr Government Bond 16.80 19.24 14.62
Banking & PSU 10.59 13.24 -0.32
Corporate Bond 6.60 14.00 -38.84
Dynamic Bond 9.62 15.57 -2.70
Long Duration 16.99 20.76 15.10
Low Duration 2.72 9.56 -16.46
Medium Duration 5.97 11.28 -8.96
Medium to Long Duration 10.03 14.50 -4.45
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 5.87 7.38 -0.06
Overnight 5.75 5.94 5.26
* 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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