Category Performance

As on May 21, 2024
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Long Duration 4.95 7.80 -2.75
Government Bond 6.03 8.49 -2.07
Low Duration 6.09 9.25 -1.01
Medium to Long Duration 5.24 7.66 -1.86
Short Duration 5.43 11.22 -1.25
Floating Rate 6.63 10.86 -0.07
Ultra Short Duration 6.14 7.86 -15.37
Medium Duration 5.13 8.10 -1.69
Money Market 5.96 7.81 -0.22
Banking & PSU 5.77 7.70 -0.45
Dynamic Bond 5.34 8.28 -2.69
Credit Risk 6.40 16.13 -2.21
Corporate Bond 5.75 7.77 -2.07
10 yr Government Bond 4.69 6.74 -1.83
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Conservative Allocation 11.17 17.60 0.98
Balanced Allocation 16.35 21.48 11.41
Equity Savings 14.67 24.20 2.06
Aggressive Allocation 29.75 60.51 8.42
Dynamic Asset Allocation 24.08 63.54 7.67
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Equity- Infrastructure 70.38 87.75 55.63
Sector - Healthcare 55.23 62.68 38.32
Sector - FMCG 19.46 12.75 2.60
Dividend Yield 47.03 59.31 36.23
ELSS (Tax Savings) 38.15 64.72 19.61
Focused Fund 35.64 68.03 15.18
Contra 49.89 53.77 46.16
Sector - Financial Services 19.50 34.82 -1.35
Sector - Technology 24.32 57.42 19.52
Value 48.21 81.15 25.55
Small-Cap 49.41 75.47 31.36
Flexi Cap 39.77 70.68 19.41
Multi-Cap 47.27 62.75 29.81
Sector - Energy - - -
Large & Mid- Cap 43.24 72.98 22.68
Mid-Cap 54.52 82.42 29.53
Large-Cap 33.78 55.53 16.68
Equity - ESG 31.79 53.74 18.64
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 7.17 8.49 1.02
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 5.97 9.71 -0.13
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 22.82 23.43 17.87
* Only open-ended funds.

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