Category Performance

As on May 22, 2024
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Aggressive Allocation 29.55 59.28 7.70
Dynamic Asset Allocation 23.91 63.21 7.60
Conservative Allocation 11.13 17.66 0.96
Balanced Allocation 16.27 21.34 11.38
Equity Savings 14.62 23.99 2.13
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 7.26 8.56 1.08
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Money Market 5.89 7.72 -0.29
Ultra Short Duration 6.06 7.80 -15.44
Medium Duration 5.04 7.97 -1.73
10 yr Government Bond 4.77 6.83 -1.74
Corporate Bond 5.68 7.69 -2.16
Credit Risk 6.32 16.02 -2.25
Banking & PSU 5.67 7.59 -0.54
Dynamic Bond 5.41 8.47 -2.49
Medium to Long Duration 5.28 7.72 -1.77
Short Duration 5.35 11.14 -1.33
Floating Rate 6.56 10.79 -0.10
Low Duration 5.99 9.16 -1.09
Government Bond 6.09 8.75 -1.86
Long Duration 5.17 7.98 -2.49
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Small-Cap 48.86 74.15 31.17
Flexi Cap 39.34 69.12 19.27
ELSS (Tax Savings) 37.77 64.56 19.26
Multi-Cap 46.74 61.48 29.36
Sector - Energy - - -
Focused Fund 35.33 66.65 14.36
Mid-Cap 53.65 80.57 28.80
Large & Mid- Cap 42.77 71.69 22.57
Equity - ESG 31.48 54.11 18.14
Sector - FMCG 19.46 14.63 4.31
Dividend Yield 46.43 58.36 35.69
Sector - Healthcare 54.12 62.21 39.94
Equity- Infrastructure 70.25 87.79 55.71
Large-Cap 33.44 56.28 16.19
Sector - Financial Services 19.14 34.34 -1.76
Value 47.75 81.95 24.84
Sector - Technology 22.37 53.78 16.20
Contra 49.41 53.41 45.57
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 23.05 28.61 20.03
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 5.95 9.70 -0.08
* Only open-ended funds.

Disclaimer: © 2024 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.

© Copyright 2024 Morningstar, Inc. All rights reserved.
Terms of Use    Privacy Policy
© Copyright 2024 Morningstar, Inc. All rights reserved. Please read our Terms of Use above. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
As of December 1st, 2023, the ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
Company: Morningstar India Private Limited; Regd. Office: 9th floor, Platinum Technopark, Plot No. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No.: +91-22-61217100; Fax No.: +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: helpdesk.in@morningstar.com) in case of queries or grievances.
Top