Category Performance

 
As on 2019-10-23
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Aggressive Allocation 11.09 21.78 -9.82
Fund of Funds 7.83 12.28 0.07
Multi Asset Allocation 10.06 22.09 3.97
Children 10.32 19.34 3.09
Conservative Allocation 7.65 14.80 -6.47
Dynamic Asset Allocation 9.29 14.99 -1.96
Equity Savings 7.65 12.24 -4.54
Retirement 10.48 19.56 -0.62
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 6.04 6.56 3.92
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 18.46 21.02 16.97
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Contra 8.69 15.44 1.95
Dividend Yield 5.47 9.14 -1.39
Equity - Consumption 17.43 28.82 4.70
Equity - Other 10.47 22.16 -4.43
Equity- Infrastructure 11.03 20.38 -4.56
Global - Other 4.33 21.12 -9.68
Index Funds 13.55 16.38 6.97
Large & Mid- Cap 13.13 19.93 3.03
Large-Cap 15.30 26.75 5.90
Mid-Cap 9.10 20.39 1.39
Multi-Cap 13.68 27.11 5.73
Sector - Energy 8.19 8.19 8.19
Sector - Financial Services 22.67 30.59 11.68
Sector - Healthcare -2.33 2.93 -6.36
Sector - Technology 2.69 6.89 -2.20
ELSS (Tax Savings) 12.84 25.83 1.40
Focused Fund 15.37 29.13 -0.77
Sector - FMCG 15.78 15.78 15.78
Small-Cap 2.99 27.60 -20.20
Value 4.62 18.49 -6.35
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Corporate Bond 6.70 14.15 -38.86
Credit Risk 1.76 9.36 -45.36
Floating Rate 8.80 9.72 7.57
Long Duration 17.08 20.87 15.17
Short Duration 5.87 10.86 -13.39
10 yr Government Bond 16.67 19.04 14.49
Banking & PSU 10.71 13.23 -0.27
Dynamic Bond 9.66 15.64 -2.63
Government Bond 13.96 16.72 10.96
Low Duration 2.72 9.56 -16.47
Medium Duration 6.04 11.35 -8.96
Medium to Long Duration 10.08 14.50 -4.41
Money Market 7.31 9.07 0.00
Ultra Short Duration 7.63 14.79 -1.75
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 5.84 7.36 -0.08
Overnight 5.73 5.93 5.24
* 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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