Category Performance

As on Apr 24, 2024
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 13.72 18.99 5.71
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Credit Risk 6.39 15.94 -2.32
10 yr Government Bond 4.56 6.63 -1.84
Corporate Bond 5.63 7.71 -2.15
Dynamic Bond 5.06 8.41 -3.00
Banking & PSU 5.82 7.61 -0.64
Floating Rate 6.89 11.43 -0.30
Short Duration 5.35 12.01 -1.84
Medium to Long Duration 5.22 7.36 -1.97
Long Duration 5.27 7.85 -2.30
Low Duration 6.22 9.32 -1.04
Government Bond 5.69 7.89 -2.63
Ultra Short Duration 6.25 7.82 -4.79
Money Market 6.05 7.83 -0.21
Medium Duration 5.19 8.18 -1.81
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Mid-Cap 52.84 72.78 30.79
Large & Mid- Cap 43.10 66.23 23.72
Sector - Healthcare 49.90 58.23 36.38
Equity - ESG 33.40 53.36 20.26
Dividend Yield 45.96 57.13 35.06
Large-Cap 35.31 59.36 18.50
Equity- Infrastructure 66.77 84.50 49.24
Sector - Financial Services 22.91 39.12 3.73
Sector - FMCG 19.46 14.13 3.87
Value 48.03 81.95 24.22
Contra 48.89 51.80 46.12
Small-Cap 52.51 78.16 33.41
Sector - Technology 30.29 62.41 24.16
Focused Fund 37.97 70.72 21.09
Flexi Cap 40.76 65.16 20.66
Multi-Cap 48.28 62.95 32.57
Sector - Energy - - -
ELSS (Tax Savings) 39.29 63.64 22.07
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Dynamic Asset Allocation 25.02 61.49 8.52
Conservative Allocation 11.53 17.59 1.32
Aggressive Allocation 30.46 56.48 10.64
Balanced Allocation 18.35 23.90 12.97
Equity Savings 15.58 25.21 2.82
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 6.10 9.46 0.00
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 7.32 8.67 1.17
* Only open-ended funds.

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