Category Performance

As on Apr 14, 2024
 

ALLOC

Morningstar Category Category Average Top Performer Bottom Performer
Aggressive Allocation 24.49 35.77 16.85
Balanced Allocation 18.14 36.75 7.58
Conservative Allocation 11.91 22.31 4.73
Dynamic Asset Allocation 8.38 24.94 -56.20
Group Allocation 13.30 25.06 0.00
 

EQUTY

Morningstar Category Category Average Top Performer Bottom Performer
Equity - ESG 36.61 47.20 29.95
Equity - Other 46.05 97.06 22.14
Group Equity 37.46 72.58 0.00
Large-Cap 30.47 43.77 22.31
Mid-Cap 54.22 68.25 32.14
Multi-Cap 38.34 56.11 24.13
Small-Cap - - -
 

FXINC

Morningstar Category Category Average Top Performer Bottom Performer
Government Bond 6.40 7.12 5.78
Group Bond 5.94 8.20 0.00
Long Duration 6.04 6.39 5.70
Medium to Long Duration 6.63 9.52 5.18
Money Market 5.88 5.88 5.88
Other Bond 6.98 20.32 0.00
Short Duration 6.05 7.37 4.89
Ultra Short Duration 6.10 6.99 4.30
 

MISCL

Morningstar Category Category Average Top Performer Bottom Performer
Guaranteed Funds 6.33 17.48 -1.75
 

MNMKT

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 5.62 6.00 5.23

Disclaimer: Group Equity, Group Fixed Income and Group Allocation are heterogenous categories and hence the funds within them may or may not be comparable. Consequently, these categories are also not rated. Investors must use their discretion while comparing the funds in these categories.

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