Category Performance

 
As on 2021-01-24
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Value 16.88 26.66 7.40
Sector - Financial Services -1.14 8.01 -8.66
Sector - FMCG 8.46 9.33 7.56
Sector - Technology 59.81 71.20 48.87
Multi-Cap 17.72 45.97 0.35
ELSS (Tax Savings) 18.26 53.39 3.37
Contra 24.90 34.56 17.23
Small-Cap 26.53 73.25 9.50
Mid-Cap 22.54 50.93 7.54
Large & Mid- Cap 16.88 28.23 2.92
Dividend Yield 18.92 25.65 11.59
Large-Cap 18.57 49.83 4.32
Equity- Infrastructure 9.12 37.95 -6.56
Sector - Healthcare 58.25 67.65 47.58
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Short Duration 8.05 11.55 -1.58
Long Duration 11.44 13.75 9.28
Low Duration 4.64 26.49 -20.60
Government Bond 10.44 14.37 0.51
Medium to Long Duration 9.71 13.49 -5.56
Medium Duration 2.21 13.68 -25.05
Ultra Short Duration 3.77 19.63 -19.22
Money Market 4.87 6.79 -9.18
10 yr Government Bond 10.18 13.40 -12.71
Dynamic Bond 7.23 13.30 -25.06
Banking & PSU 8.42 13.28 0.70
Credit Risk -2.12 11.02 -44.78
Corporate Bond 7.58 45.08 -15.15
Floating Rate 8.13 10.99 4.04
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Equity Savings 10.18 18.17 -5.44
Aggressive Allocation 15.80 40.17 -3.23
Balanced Allocation 11.67 15.39 7.91
Dynamic Asset Allocation 13.46 28.47 -10.80
Conservative Allocation 9.55 15.97 -4.60
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 3.42 5.61 -2.66
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 21.39 23.41 19.01
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 3.04 6.30 -13.24
* Only open-ended funds.

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