Category Performance

 
As on 2021-04-14
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Dividend Yield 57.92 79.77 52.49
Large-Cap 54.48 87.38 28.78
Sector - Healthcare 49.74 64.83 38.54
Equity- Infrastructure 72.23 129.97 52.46
Sector - FMCG 26.38 27.45 25.28
Sector - Technology 115.73 138.08 81.69
Value 67.58 107.30 52.25
Small-Cap 95.94 166.48 69.77
ELSS (Tax Savings) 60.13 113.91 37.46
Contra 72.05 90.24 58.30
Sector - Financial Services 60.91 71.45 50.61
Mid-Cap 77.05 104.74 56.80
Multi-Cap 58.93 104.97 31.01
Large & Mid- Cap 62.49 75.81 45.25
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
10 yr Government Bond 8.65 10.19 8.54
Credit Risk 0.03 12.21 -59.70
Floating Rate 8.03 11.05 4.52
Short Duration 7.96 12.11 -3.41
Long Duration 8.24 9.45 3.34
Low Duration 6.65 27.26 -20.60
Government Bond 8.36 12.01 2.99
Medium to Long Duration 7.16 13.67 -17.09
Money Market 4.95 6.24 0.00
Medium Duration 3.24 13.96 -25.03
Ultra Short Duration 4.68 19.93 -0.22
Corporate Bond 7.65 11.97 -15.15
Banking & PSU 9.15 12.68 5.57
Dynamic Bond 6.91 56.57 -17.11
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Dynamic Asset Allocation 31.16 49.71 17.10
Conservative Allocation 14.87 29.17 -17.08
Equity Savings 23.57 35.46 0.00
Balanced Allocation 37.10 44.11 30.23
Aggressive Allocation 45.60 84.04 0.00
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 2.89 5.64 -1.88
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals -2.21 -0.38 -6.02
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 3.40 5.21 -1.95
* Only open-ended funds.

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