Category Performance

 
As on 2017-12-17
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Conservative Allocation 10.25 25.31 3.84
Hybrid Allocation 14.38 23.13 2.47
Moderate Allocation 21.91 35.62 11.11
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund - - -
Arbitrage Fund 5.66 6.16 4.87
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 0.71 1.92 -2.05
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
ELSS (Tax Savings) 34.52 50.39 22.42
Equity - Other 31.82 68.11 14.28
Flex-Cap Equity - - -
Flexicap 32.07 44.86 19.09
Global - Other 13.97 39.28 -4.75
Large-Cap 29.13 52.45 19.41
Sector - Energy 40.04 49.61 27.93
Sector - Financial Services 37.62 44.90 30.39
Sector - FMCG 43.65 51.64 35.67
Sector - Healthcare -2.76 -0.39 -5.44
Sector - Infrastructure 39.61 53.85 31.28
Sector - Technology 15.88 20.10 10.49
Small/Mid-Cap 39.63 68.75 24.21
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Corporate Credit 7.36 9.35 4.19
Dynamic Bond 4.07 7.90 -4.78
Intermediate Bond 4.36 6.75 1.24
Intermediate Government Bond 3.51 5.59 0.75
Long-Term Government Bond 3.28 5.36 0.02
Short-Term Bond 5.98 7.84 1.52
Short-Term Government Bond 5.62 7.00 2.62
Ultrashort Bond 6.42 8.47 -3.46
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 6.24 6.80 0.25
* 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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