Category Performance

 
As on 2021-08-01
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Credit Risk 5.15 16.18 -27.59
Corporate Bond 4.29 6.91 -0.52
10 yr Government Bond 2.26 3.66 1.69
Dynamic Bond 2.86 51.01 -16.59
Banking & PSU 4.19 5.77 -13.60
Short Duration 4.50 8.32 0.00
Floating Rate 5.23 7.43 1.86
Government Bond 2.60 6.49 -1.21
Low Duration 4.23 8.07 -0.18
Medium to Long Duration 1.80 6.03 -16.59
Long Duration 0.76 4.03 -6.71
Medium Duration 3.25 18.36 -20.75
Ultra Short Duration 3.85 19.73 -0.20
Money Market 3.57 4.87 0.00
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Dynamic Asset Allocation 23.18 50.48 8.53
Conservative Allocation 12.32 30.21 -16.56
Balanced Allocation 33.38 43.44 23.46
Equity Savings 19.38 28.54 0.00
Aggressive Allocation 41.13 83.65 0.00
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Large-Cap 42.75 69.26 31.00
Equity - ESG 47.84 56.22 40.89
Sector - FMCG 23.56 24.60 22.47
Dividend Yield 54.57 74.24 42.95
Equity- Infrastructure 79.57 123.62 60.26
Sector - Healthcare 47.98 63.69 35.00
Small-Cap 107.46 164.81 88.77
Sector - Technology 89.34 108.60 46.18
Value 60.87 107.17 36.81
Contra 63.50 88.01 48.46
Sector - Financial Services 58.72 78.07 47.60
Mid-Cap 76.11 100.51 55.65
Flexi Cap 51.72 77.23 16.90
Multi-Cap 63.26 123.33 40.80
ELSS (Tax Savings) 54.09 129.00 30.39
Large & Mid- Cap 60.12 71.93 44.75
Focused Fund 50.34 71.43 35.38
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 2.70 4.67 -0.09
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals -9.47 -8.90 -11.94
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 3.75 5.09 1.31
* 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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