Category Performance

 
As on 2018-08-16
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Retirement 5.98 13.09 -2.13
Equity Savings 5.74 9.96 2.19
Balanced Allocation - - -
Children 8.84 13.33 -0.28
Multi Asset Allocation 6.94 11.31 3.38
Aggressive Allocation 7.16 15.04 0.04
Conservative Allocation 4.29 13.71 -0.26
Dynamic Asset Allocation 7.04 10.82 2.85
Fund of Funds 6.40 18.66 2.65
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Equity - Other 9.20 45.62 -12.33
Mid-Cap 6.58 21.87 -1.67
Sector - Energy -0.41 2.18 -3.00
Sector - Financial Services 8.42 17.41 -3.49
Dividend Yield 8.12 15.11 1.16
ELSS (Tax Savings) 9.54 18.97 -6.08
Equity- Infrastructure 0.42 15.36 -10.78
Index Funds 14.31 19.38 4.81
Large-Cap 10.09 20.76 2.15
Sector - FMCG 21.56 22.30 20.83
Small-Cap 4.75 20.70 -6.67
Focused Fund 10.72 21.61 1.37
Global - Other 12.10 33.09 -13.30
Large & Mid- Cap 8.74 17.99 -4.97
Multi-Cap 9.05 21.44 -0.36
Sector - Technology 45.00 57.88 33.95
Value 7.25 14.98 -1.30
Contra 14.10 21.26 4.07
Sector - Healthcare 10.98 22.53 0.19
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Floating Rate 5.83 6.38 4.17
Money Market 6.74 7.23 5.29
Short Duration 4.66 7.07 3.09
Corporate Bond 4.02 6.66 -0.72
Credit Risk 4.99 7.53 -1.07
Long Duration -0.19 -0.15 -0.22
Dynamic Bond 1.48 7.25 -1.05
Government Bond -0.68 3.19 -5.10
10 yr Government Bond 1.98 4.82 -2.14
Banking & PSU 4.51 6.30 3.50
Low Duration 6.21 7.23 4.99
Medium Duration 4.20 7.51 2.47
Medium to Long Duration 0.34 2.39 -1.33
Ultra Short Duration 6.49 7.61 4.55
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 5.75 6.30 5.03
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 1.86 4.93 -0.82
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 6.69 7.35 4.27
Overnight 5.52 5.95 4.75
* Only open-ended funds.

Disclaimer: © 2014 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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