Category Performance

 
As on 2017-07-23
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Flexicap 22.15 33.49 9.23
Sector - Energy 33.72 37.78 21.80
Sector - FMCG 15.92 16.20 15.64
Sector - Technology 1.46 5.75 -4.78
Equity - Other 21.71 43.75 8.66
Sector - Financial Services 32.11 40.49 26.43
Sector - Infrastructure 25.57 43.79 14.00
Global - Other 8.87 23.30 -24.08
Large-Cap 19.27 35.69 9.73
Sector - Healthcare -7.22 -4.17 -9.00
Small/Mid-Cap 26.55 47.60 12.69
ELSS (Tax Savings) 22.91 35.79 13.91
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Corporate Credit 9.91 11.29 6.78
Dynamic Bond 10.21 13.26 -3.86
Intermediate Bond 9.65 12.77 5.69
Intermediate Government Bond 11.57 15.80 7.60
Long-Term Government Bond 12.04 14.02 8.76
Short-Term Government Bond 8.87 10.98 6.08
Short-Term Bond 8.60 10.82 6.89
Ultrashort Bond 7.36 10.00 -2.66
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 6.38 7.07 0.87
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Moderate Allocation 16.28 26.69 7.27
Hybrid Allocation 12.39 22.82 0.36
Conservative Allocation 11.26 18.78 5.79
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 6.10 6.66 5.13
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals -9.50 -7.70 -13.10
* 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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