Category Performance

As on Sep 27, 2026
 

Capital Preservation

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 5.83 10.66 -0.02
Money Market 6.13 8.21 1.24
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Dynamic Asset Allocation 1.07 8.59 -4.58
Conservative Allocation 1.74 6.50 -4.04
Balanced Allocation 1.88 4.59 -0.49
Active Asset Allocator Long-Short Fund - - -
Equity Savings 3.25 9.57 -3.78
Hybrid Long-Short Fund - - -
Aggressive Allocation 0.35 14.23 -9.54
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Large-Cap -3.03 7.99 -9.21
Equity Long-Short Fund - - -
Equity - ESG -2.41 19.97 -7.93
Dividend Yield 0.00 9.62 -6.03
Equity - Infrastructure 3.27 18.96 -10.75
Sector - Healthcare 18.68 30.68 7.87
Equity - Consumption -5.14 5.28 -11.24
Sector - FMCG -16.84 -16.51 -17.18
Equity Ex-Top 100 Long-Short Fund - - -
Flexi Cap 1.89 13.19 -17.92
ELSS (Tax Savings) -0.98 11.37 -10.61
Multi-Cap 4.65 18.52 -3.66
Focused Fund 1.87 26.47 -11.61
Sector - Energy 6.47 13.69 0.20
Sector Rotation Long-Short Fund - - -
Contra -1.03 0.72 -3.00
Sector - Financial Services 3.55 16.92 -6.86
Small-Cap 12.08 31.02 -4.08
Sector - Technology -11.33 8.29 -17.55
Value 1.53 22.83 -9.01
Large & Mid-Cap 1.99 10.59 -6.96
Mid-Cap 6.47 17.87 -1.22
 

Real Assets

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 45.70 65.93 30.09
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Credit Risk 7.98 17.81 1.72
Long Duration 2.27 3.61 -0.08
Low Duration 5.39 11.58 -0.10
Government Bond 2.91 7.56 -4.79
Medium to Long Duration 3.47 5.65 -1.45
Floating Rate 5.63 7.94 3.15
Short Duration 4.61 7.98 -0.25
Ultra Short Duration 5.75 7.32 0.37
Medium Duration 4.65 8.83 -23.42
Dynamic Bond 3.55 6.98 -0.87
Banking & PSU 4.43 6.23 0.58
Corporate Bond 4.36 6.63 0.70
10 yr Government Bond 2.09 4.29 -0.30
 

Alternative Strategies

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 6.22 7.77 3.77
* Only open-ended funds.

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