Category Performance

 
As on 2021-03-03
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Medium to Long Duration 5.58 8.35 -10.11
Long Duration 4.38 5.82 2.86
Low Duration 4.64 25.82 -20.60
Government Bond 5.95 9.94 -4.62
Money Market 4.94 7.25 -9.44
Ultra Short Duration 3.71 19.84 -19.22
Medium Duration -0.84 11.00 -25.82
10 yr Government Bond 5.08 7.97 -17.36
Corporate Bond 5.82 42.94 -15.15
Credit Risk -3.51 9.50 -47.04
Dynamic Bond 4.16 9.46 -25.83
Banking & PSU 6.70 9.73 -0.77
Short Duration 6.49 10.32 -4.61
Floating Rate 7.11 9.07 3.31
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Financial Services 20.54 26.37 14.74
Sector - FMCG 14.28 14.96 13.05
Value 38.53 52.16 29.22
Small-Cap 48.14 102.83 24.88
Sector - Technology 71.16 85.54 52.46
Multi-Cap 32.35 69.04 16.94
ELSS (Tax Savings) 32.83 77.13 17.55
Contra 44.18 60.96 35.26
Mid-Cap 40.12 67.17 20.60
Large & Mid- Cap 32.48 44.33 17.02
Dividend Yield 36.45 47.89 27.57
Equity- Infrastructure 37.23 64.25 25.33
Sector - Healthcare 58.94 70.82 41.73
Large-Cap 28.45 70.73 15.76
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 2.90 5.08 -3.22
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Aggressive Allocation 25.94 51.06 0.00
Balanced Allocation 15.77 18.03 14.34
Equity Savings 14.80 24.06 0.00
Dynamic Asset Allocation 19.17 32.56 -3.53
Conservative Allocation 10.80 17.54 -0.14
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 1.65 7.41 3.77
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 2.90 6.17 -29.77
* Only open-ended funds.

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