Category Performance

As on Dec 22, 2024
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Aggressive Allocation 20.35 32.36 13.09
Dynamic Asset Allocation 15.05 28.14 8.32
Conservative Allocation 10.71 16.18 7.16
Balanced Allocation 15.79 19.71 12.76
Equity Savings 11.70 25.70 4.78
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Mid-Cap 32.43 45.80 15.82
Large & Mid- Cap 27.89 33.06 4.25
Dividend Yield 23.78 37.41 18.87
Large-Cap 17.99 26.07 11.44
Sector - Healthcare 43.28 53.39 32.70
Equity - ESG 19.25 26.87 16.02
Sector - FMCG 6.45 3.58 2.02
Equity- Infrastructure 32.76 56.49 23.03
Sector - Technology 30.20 38.06 19.52
Value 24.95 33.09 15.46
Small-Cap 30.83 44.80 17.80
Flexi Cap 24.37 40.08 6.70
Multi-Cap 27.01 38.42 14.92
ELSS (Tax Savings) 23.18 44.83 11.16
Sector - Energy - - -
Sector - Financial Services 8.83 22.78 2.39
Contra 31.68 23.96 22.79
Focused Fund 23.58 33.46 16.79
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Corporate Bond 7.59 8.87 2.16
10 yr Government Bond 8.61 9.96 8.07
Dynamic Bond 8.45 11.30 4.08
Banking & PSU 7.45 9.68 -0.27
Credit Risk 7.57 9.27 3.78
Medium to Long Duration 8.25 10.04 5.50
Floating Rate 8.21 9.61 4.64
Short Duration 7.61 9.64 0.52
Long Duration 9.45 11.36 4.05
Low Duration 7.19 9.90 1.72
Government Bond 8.63 10.45 3.16
Money Market 6.80 7.85 2.25
Medium Duration 7.76 10.59 4.32
Ultra Short Duration 6.90 8.26 2.26
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 17.64 22.05 15.62
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 6.26 49.22 -0.09
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 7.41 8.43 3.75
* Only open-ended funds.

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