Category Performance

 
As on 2018-07-19
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Aggressive Allocation 3.25 8.58 -4.83
Balanced Allocation 5.15 5.15 5.15
Children 5.35 10.00 -7.73
Conservative Allocation 2.82 12.53 -2.72
Dynamic Asset Allocation 4.92 8.10 1.16
Equity Savings 4.34 9.81 0.72
Fund of Funds 4.37 17.94 -1.39
Multi Asset Allocation 4.51 8.73 1.10
Retirement 4.35 10.50 1.22
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 5.99 6.46 5.24
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 4.79 7.54 3.00
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Contra 8.04 14.38 -3.15
Dividend Yield 2.67 9.59 -5.40
ELSS (Tax Savings) 4.33 16.63 -12.30
Equity - Other 3.80 35.84 -16.55
Equity- Infrastructure -5.03 7.67 -20.74
Focused Fund 5.48 19.22 -5.06
Global - Other 11.96 30.29 -6.80
Index Funds 9.97 14.58 -2.08
Large & Mid- Cap 2.89 12.10 -9.03
Large-Cap 5.69 21.49 -1.10
Mid-Cap 0.09 14.70 -9.53
Multi-Cap 3.99 16.54 -6.18
Sector - Energy -4.68 -3.22 -6.15
Sector - Financial Services 3.40 10.57 -11.26
Sector - FMCG 14.49 18.19 10.80
Sector - Healthcare -6.83 2.19 -16.01
Sector - Technology 37.17 46.54 29.16
Small-Cap -3.10 10.70 -13.57
Value 2.92 9.97 -9.01
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
10 yr Government Bond 2.36 5.41 -2.20
Banking & PSU 4.59 6.26 3.65
Corporate Bond 4.10 6.65 -0.83
Credit Risk 5.02 7.38 -1.20
Dynamic Bond 1.37 7.26 -1.20
Floating Rate 5.81 6.36 4.27
Government Bond -0.86 3.58 -4.94
Long Duration 0.23 0.28 0.19
Low Duration 6.21 7.25 4.98
Medium Duration 4.41 7.59 2.33
Medium to Long Duration 0.70 3.40 -1.42
Money Market 6.69 7.14 5.30
Short Duration 4.70 7.00 3.25
Ultra Short Duration 6.49 7.63 4.52
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 6.64 7.27 4.19
Overnight 5.53 5.93 4.82
* 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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