Category Performance

As on Oct 06, 2024
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Medium to Long Duration 8.80 10.26 5.48
Long Duration 10.89 20.49 6.36
Government Bond 9.34 12.78 3.22
Low Duration 6.50 9.73 0.05
Money Market 6.60 7.94 0.10
Ultra Short Duration 6.29 8.36 -15.26
Medium Duration 7.93 10.84 2.94
10 yr Government Bond 9.38 10.63 6.67
Corporate Bond 7.40 14.48 3.17
Credit Risk 7.88 17.61 -0.18
Banking & PSU 7.01 9.85 -0.22
Dynamic Bond 8.64 12.43 -8.85
Short Duration 7.44 13.51 0.44
Floating Rate 7.97 12.75 2.54
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Financial Services 20.72 45.84 13.37
Sector - FMCG 19.95 21.05 19.23
Value 46.63 66.58 36.25
Contra 51.82 52.78 42.82
Sector - Technology 37.29 49.63 32.68
Small-Cap 44.89 71.54 32.38
Flexi Cap 40.77 62.30 13.67
ELSS (Tax Savings) 39.70 64.97 21.30
Multi-Cap 43.41 54.26 28.71
Sector - Energy - - -
Focused Fund 40.39 67.41 26.04
Mid-Cap 47.99 72.56 31.53
Large & Mid- Cap 44.00 59.81 18.76
Dividend Yield 46.56 59.72 34.76
Sector - Healthcare 55.55 63.48 47.82
Equity- Infrastructure 55.60 71.33 43.17
Equity - ESG 36.18 49.04 21.63
Large-Cap 36.73 45.94 23.77
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Aggressive Allocation 32.00 48.25 20.10
Balanced Allocation 22.06 25.93 16.54
Equity Savings 16.10 25.41 7.32
Dynamic Asset Allocation 25.05 49.59 15.25
Conservative Allocation 14.06 19.61 8.85
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 7.27 8.34 3.65
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 33.44 33.86 30.27
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 6.04 50.93 0.00
* Only open-ended funds.

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