Category Performance

 
As on 2021-06-17
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Equity - ESG 59.40 68.05 50.15
Large-Cap 56.15 87.00 35.64
Sector - FMCG 30.64 31.76 29.47
Dividend Yield 63.66 84.85 55.17
Equity- Infrastructure 79.40 144.82 56.88
Sector - Healthcare 53.87 69.49 42.69
Sector - Financial Services 70.51 90.89 55.79
Sector - Technology 114.70 137.24 62.48
Small-Cap 108.40 186.12 79.60
Value 70.89 113.22 48.74
ELSS (Tax Savings) 63.69 118.27 40.45
Focused Fund 60.36 83.94 43.18
Contra 75.58 100.04 59.02
Mid-Cap 80.63 112.87 57.50
Flexi Cap 59.63 86.33 28.17
Multi-Cap 69.85 116.13 50.63
Large & Mid- Cap 67.12 81.56 51.05
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 0.77 1.52 -1.96
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Credit Risk 3.75 16.21 -54.42
10 yr Government Bond 4.12 5.18 3.79
Corporate Bond 5.20 8.54 -15.16
Dynamic Bond 4.20 52.97 -16.82
Medium to Long Duration 3.54 8.34 -16.78
Short Duration 6.56 14.89 0.00
Floating Rate 6.41 8.56 2.64
Long Duration 2.88 4.07 -2.35
Government Bond 4.04 7.74 -0.64
Low Duration 7.16 36.57 -7.02
Money Market 3.87 13.51 -0.04
Ultra Short Duration 3.97 19.77 -0.54
Medium Duration 3.73 16.61 -20.96
Banking & PSU 5.80 7.49 -11.27
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Dynamic Asset Allocation 29.76 58.04 15.55
Conservative Allocation 14.99 40.39 -16.78
Balanced Allocation 38.10 48.69 27.51
Equity Savings 23.40 34.68 0.00
Aggressive Allocation 48.38 87.36 0.00
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 2.72 5.43 -1.92
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 3.29 4.83 -1.00
* 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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