Category Performance

As on Feb 26, 2024
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Balanced Allocation 17.76 22.73 12.95
Equity Savings 15.70 24.73 2.74
Aggressive Allocation 29.20 51.71 10.79
Dynamic Asset Allocation 23.92 41.76 7.76
Conservative Allocation 12.46 19.39 2.27
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Value 47.46 79.95 25.62
Sector - Technology 13.99 54.45 19.34
Small-Cap 51.38 76.37 31.47
Contra 45.36 50.59 40.98
Sector - Financial Services 24.80 42.30 4.34
Flexi Cap 39.46 64.81 20.05
ELSS (Tax Savings) 38.19 60.82 22.13
Multi-Cap 46.38 63.88 30.71
Large & Mid- Cap 41.70 61.06 25.55
Focused Fund 35.41 59.84 14.95
Mid-Cap 50.50 65.87 26.65
Large-Cap 34.43 56.75 18.40
Equity - ESG 33.44 56.37 27.19
Sector - FMCG 19.46 15.77 5.38
Dividend Yield 45.66 54.05 36.51
Sector - Healthcare 57.00 65.39 47.25
Equity- Infrastructure 61.36 85.05 45.90
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Long Duration 8.16 10.95 0.65
Ultra Short Duration 6.36 8.07 -4.77
Medium Duration 6.83 9.33 0.00
Money Market 6.25 8.04 -0.10
Credit Risk 7.75 17.18 -1.27
10 yr Government Bond 7.99 9.46 0.59
Corporate Bond 6.80 8.31 -1.85
Banking & PSU 6.81 8.12 0.06
Dynamic Bond 7.62 11.28 0.00
Short Duration 6.55 12.80 -0.04
Floating Rate 7.22 12.44 -0.02
Low Duration 6.61 9.52 -0.13
Government Bond 8.43 10.81 1.70
Medium to Long Duration 7.67 9.45 1.98
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 7.14 8.39 1.30
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 5.95 8.12 -0.44
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 9.20 10.61 6.00
* Only open-ended funds.

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