Category Performance

 
As on 2023-01-29
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Equity - ESG -0.57 13.23 -9.47
Mid-Cap 2.04 13.49 -7.93
Large & Mid- Cap 1.17 21.42 -12.81
Sector - Healthcare -2.50 2.83 -20.30
Sector - FMCG 19.81 20.67 18.86
Dividend Yield 5.27 10.96 -0.43
Large-Cap 2.15 9.63 -9.88
Equity- Infrastructure 5.21 21.29 -4.71
Sector - Financial Services 7.57 8.87 0.14
Small-Cap 1.32 10.50 -6.15
Value 4.52 11.95 -5.83
Sector - Technology -8.50 1.19 -17.07
Contra 6.92 12.88 1.57
Focused Fund -0.23 15.84 -13.63
Flexi Cap -0.69 12.98 -12.53
Multi-Cap 2.22 11.58 -6.16
ELSS (Tax Savings) 0.74 11.07 -10.95
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 16.63 17.09 15.41
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Credit Risk 13.69 144.33 -0.01
10 yr Government Bond 2.32 3.08 1.41
Corporate Bond 3.12 5.40 -4.98
Dynamic Bond 3.93 11.48 0.00
Banking & PSU 3.37 10.90 -1.57
Medium to Long Duration 3.53 10.96 -1.46
Floating Rate 4.32 16.79 0.72
Short Duration 4.50 27.88 -1.06
Government Bond 3.16 6.01 -1.41
Low Duration 4.24 5.83 0.18
Long Duration 3.90 5.49 2.09
Ultra Short Duration 4.49 6.35 0.00
Money Market 4.46 6.14 0.01
Medium Duration 4.15 26.01 -1.73
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Dynamic Asset Allocation 4.01 15.07 -5.47
Conservative Allocation 4.07 22.35 -3.92
Balanced Allocation -1.27 -0.66 -1.94
Equity Savings 2.74 7.25 -5.14
Aggressive Allocation 1.72 10.58 -5.61
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 4.58 47.00 0.00
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 4.27 5.96 1.21
* Only open-ended funds.

Disclaimer: © 2023 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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