Category Performance

As on Dec 05, 2023
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Focused Fund 16.90 27.11 6.37
Small-Cap 32.74 44.56 15.13
Sector - Technology 8.63 35.11 1.85
Value 25.01 40.19 9.30
ELSS (Tax Savings) 19.32 38.11 9.88
Contra 22.80 29.09 18.93
Sector - Financial Services 15.28 30.32 -1.94
Mid-Cap 28.74 41.41 11.48
Flexi Cap 19.52 32.86 9.26
Multi-Cap 23.79 32.71 13.04
Large & Mid- Cap 20.94 33.76 9.34
Large-Cap 12.63 29.91 0.75
Equity - ESG 13.96 22.25 9.51
Dividend Yield 25.28 31.08 15.90
Equity- Infrastructure 32.83 45.79 20.33
Sector - Healthcare 26.21 32.52 19.13
Sector - FMCG 17.43 18.68 7.99
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Money Market 6.17 7.73 -0.01
Long Duration 4.68 6.42 -1.45
Medium Duration 5.59 7.39 -0.64
Ultra Short Duration 6.21 7.83 -5.24
Banking & PSU 5.85 7.45 -0.04
Corporate Bond 5.80 7.55 -2.48
10 yr Government Bond 5.26 6.59 -0.37
Credit Risk 7.11 16.33 -2.23
Dynamic Bond 5.37 7.89 -0.85
Short Duration 5.72 11.45 -0.07
Floating Rate 6.85 19.34 -0.03
Government Bond 5.73 8.32 -0.34
Low Duration 6.41 9.13 -0.02
Medium to Long Duration 5.43 7.29 -0.02
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Equity Savings 10.17 16.00 0.26
Balanced Allocation 10.27 12.75 7.90
Aggressive Allocation 14.77 31.38 2.04
Dynamic Asset Allocation 13.28 25.89 0.97
Conservative Allocation 7.83 12.49 -1.47
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 7.17 8.37 1.24
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 6.06 7.97 0.00
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 13.63 17.81 11.61
* Only open-ended funds.

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