Category Performance

 
As on 2020-09-20
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Long Duration 8.39 12.00 3.39
Government Bond 8.32 12.45 -0.82
Low Duration 4.22 17.99 -33.95
Medium to Long Duration 7.34 12.77 -7.11
Short Duration 9.69 62.87 -2.70
Floating Rate 7.72 11.04 4.62
Ultra Short Duration 6.74 53.81 0.04
Medium Duration 1.23 13.41 -41.52
Money Market 5.07 7.40 -8.28
Dynamic Bond 7.10 12.28 -14.83
Banking & PSU 8.00 15.57 0.14
10 yr Government Bond 7.94 12.30 -13.77
Corporate Bond 7.09 43.11 -22.20
Credit Risk -2.54 10.32 -45.53
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Conservative Allocation 5.87 13.67 -12.56
Balanced Allocation 4.95 8.91 1.01
Equity Savings 6.12 12.46 -15.76
Aggressive Allocation 7.79 25.69 -11.27
Dynamic Asset Allocation 9.96 22.73 -5.14
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Equity- Infrastructure -2.41 20.42 -22.13
Sector - Healthcare 65.45 81.02 52.82
Sector - FMCG -3.25 2.37 -7.93
ELSS (Tax Savings) 8.34 40.14 -10.70
Contra 10.65 15.04 7.08
Sector - Financial Services -18.02 -6.09 -21.30
Small-Cap 20.52 57.89 -7.97
Value 5.11 11.82 -10.80
Sector - Technology 28.46 36.42 21.62
Multi-Cap 8.16 38.37 -7.45
Large & Mid- Cap 9.14 19.93 -9.46
Mid-Cap 15.87 42.08 -5.00
Large-Cap 5.80 31.80 -8.45
Dividend Yield 8.05 17.89 -5.42
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 3.93 6.17 -1.50
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 3.20 6.38 -12.63
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 33.96 38.49 29.22
* Only open-ended funds.

Disclaimer: © 2014 Morningstar. All Rights Reserved. The information, data, analyses and opinions (“Information”) contained herein (1) include Morningstar’s confidential and proprietary information (2) may not be copied or redistributed,(3) do not constitute investment advice (4) are provided solely for information purposes (5) are not warrented to be complete, accurate or timely and (6) are drawn from fund data published on various dates. The information is provided to you at your own risk. Morningstar is not responsible for any trading decisions, damages or other losses related to the Information or its use. Please verify all of the Information before using it and don’t make any investment decision except upon the advice of a professional financial adviser. Past performance is no guarantee of future results. The value and income derived from investments can go up or down.

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