Category Performance

As on Jun 07, 2023
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Conservative Allocation 8.73 13.91 0.92
Balanced Allocation 10.76 12.36 9.26
Equity Savings 9.07 12.81 0.18
Aggressive Allocation 13.91 22.85 -0.14
Dynamic Asset Allocation 12.14 21.27 7.92
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Government Bond 8.14 10.09 3.34
Low Duration 6.00 8.43 -0.67
Medium to Long Duration 8.30 10.20 2.81
Short Duration 6.67 14.10 -0.68
Floating Rate 6.74 18.08 0.89
Long Duration 11.33 14.61 7.38
Ultra Short Duration 5.89 8.30 0.12
Medium Duration 7.98 25.39 -0.15
Money Market 5.99 7.04 0.00
Banking & PSU 6.53 9.42 0.77
Dynamic Bond 7.55 11.17 -1.16
Credit Risk 6.98 10.90 -0.11
10 yr Government Bond 10.11 10.99 4.67
Corporate Bond 6.38 8.95 -2.39
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Healthcare 12.39 21.07 5.55
Equity- Infrastructure 25.52 35.90 14.94
Sector - FMCG 27.65 28.58 26.63
Dividend Yield 16.41 22.96 0.87
Contra 22.09 27.20 17.18
Sector - Financial Services 28.28 32.24 4.73
Focused Fund 16.03 25.76 6.75
Small-Cap 23.10 38.07 10.97
Value 18.90 29.80 4.50
Sector - Technology 2.52 10.13 -1.31
ELSS (Tax Savings) 17.06 31.06 2.92
Large & Mid- Cap 17.69 30.44 2.91
Mid-Cap 21.39 35.47 13.12
Flexi Cap 16.80 27.67 6.08
Multi-Cap 19.90 30.35 8.35
Large-Cap 15.39 26.11 0.50
Equity - ESG 14.07 18.94 9.08
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 5.46 6.89 0.44
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 5.61 6.77 0.00
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 15.93 17.60 13.56
* Only open-ended funds.

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