Category Performance

 
As on 2020-08-09
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Aggressive Allocation 5.03 16.19 -13.58
Dynamic Asset Allocation 8.06 16.75 -4.69
Retirement 5.41 10.86 -10.34
Children 6.18 8.11 -0.03
Conservative Allocation 6.18 11.75 -11.53
Equity Savings 4.53 10.18 -16.28
Fund of Funds 2.53 14.05 -22.96
Multi Asset Allocation 8.19 20.94 -16.11
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 49.18 52.84 45.84
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Equity - Consumption 9.37 21.00 -6.66
Equity - Other 7.99 26.47 -11.73
Global - Other 18.75 62.78 -24.31
Index Funds 3.75 5.94 -0.01
Sector - FMCG 5.29 5.29 5.29
Sector - Healthcare 54.53 66.18 40.45
Sector - Technology 21.20 30.02 13.99
Small-Cap 7.89 39.80 -9.58
Value 0.65 7.91 -8.82
Contra 6.69 10.76 4.64
Dividend Yield 7.08 15.74 -3.56
ELSS (Tax Savings) 4.91 23.79 -8.22
Equity- Infrastructure -7.42 12.94 -26.92
Focused Fund 5.75 14.94 -5.56
Large & Mid- Cap 5.27 20.67 -7.53
Large-Cap 3.68 13.93 -6.60
Mid-Cap 8.90 29.10 -2.25
Multi-Cap 4.80 25.85 -12.67
Sector - Financial Services -15.05 -9.85 -24.88
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 4.38 5.42 1.22
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Banking & PSU 10.23 13.18 6.10
Corporate Bond 8.88 12.24 -21.22
Credit Risk -1.31 11.88 -45.48
Dynamic Bond 8.17 13.98 0.74
Floating Rate 9.04 11.12 6.59
Low Duration 4.44 18.07 -33.25
Medium to Long Duration 8.90 12.24 -1.82
Money Market 6.22 8.58 0.00
10 yr Government Bond 10.98 12.03 9.92
Government Bond 9.47 12.60 6.32
Long Duration 10.46 11.28 9.65
Medium Duration 2.51 11.64 -40.93
Other Bond -2.88 4.50 -8.41
Short Duration 8.54 11.32 -8.59
Ultra Short Duration 6.57 10.78 0.18
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Overnight 4.10 4.33 3.68
Liquid 4.00 5.73 -0.15
* 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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