Category Performance

As on Oct 13, 2024
 

ALLOC

Morningstar Category Category Average Top Performer Bottom Performer
Aggressive Allocation 24.93 38.99 19.68
Balanced Allocation 19.90 36.05 8.28
Conservative Allocation 14.33 24.78 4.96
Dynamic Asset Allocation 15.02 25.93 0.00
Group Allocation 15.57 29.33 0.00
 

EQUTY

Morningstar Category Category Average Top Performer Bottom Performer
Equity - ESG 35.67 43.46 31.46
Equity - Other 41.88 76.12 20.36
Group Equity 33.89 68.32 0.00
Large-Cap 29.09 47.49 22.24
Mid-Cap 46.48 68.65 32.00
Multi-Cap 36.76 56.31 23.07
Small-Cap 62.57 66.45 58.69
 

FXINC

Morningstar Category Category Average Top Performer Bottom Performer
Government Bond 9.98 11.07 8.90
Group Bond 7.80 12.23 0.00
Long Duration 9.45 10.11 8.79
Medium to Long Duration 10.17 13.30 7.01
Money Market 6.02 6.02 6.02
Other Bond 9.43 20.29 5.17
Short Duration 7.29 11.13 5.96
Ultra Short Duration 6.26 7.20 4.51
 

MISCL

Morningstar Category Category Average Top Performer Bottom Performer
Guaranteed Funds 7.38 17.34 -1.76
 

MNMKT

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 5.62 5.98 5.27

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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