Category Performance

 
As on 2021-12-05
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Equity - ESG 39.75 74.72 28.06
Large-Cap 33.28 47.98 22.89
Sector - FMCG 26.66 27.54 25.71
Dividend Yield 40.16 53.45 33.46
Equity- Infrastructure 58.92 96.44 41.99
Sector - Healthcare 21.11 33.27 14.23
Sector - Financial Services 21.47 39.84 16.74
Small-Cap 67.87 95.31 37.49
Value 39.68 64.09 27.22
Sector - Technology 72.63 85.32 34.54
ELSS (Tax Savings) 37.65 84.46 19.06
Focused Fund 37.71 50.58 19.15
Contra 43.43 60.40 33.38
Mid-Cap 49.28 68.52 25.57
Flexi Cap 36.48 50.87 2.29
Multi-Cap 45.67 70.60 25.45
Large & Mid- Cap 42.62 54.57 31.83
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals -4.36 -3.61 -5.35
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Corporate Bond 9.08 111.82 -0.25
10 yr Government Bond 2.50 3.99 1.50
Credit Risk 6.18 22.54 -24.45
Medium to Long Duration 2.71 10.34 -16.01
Short Duration 4.50 13.79 0.00
Floating Rate 4.27 6.81 1.51
Long Duration 2.30 5.25 -10.41
Government Bond 3.10 8.43 -0.85
Low Duration 10.09 149.07 -0.32
Money Market 3.48 5.06 0.99
Ultra Short Duration 3.62 9.06 0.00
Medium Duration 11.80 181.00 -16.29
Dynamic Bond 3.36 51.51 -15.96
Banking & PSU 3.60 5.34 -14.35
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Dynamic Asset Allocation 17.12 33.89 4.63
Conservative Allocation 10.18 24.89 -15.92
Balanced Allocation 24.58 31.60 17.66
Equity Savings 14.25 22.72 0.00
Aggressive Allocation 29.16 54.15 0.00
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 2.81 4.34 0.00
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 3.95 5.18 2.06
* 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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