Category Performance

 
As on 2021-10-24
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Low Duration 10.32 149.57 -0.41
Government Bond 3.50 9.18 -0.12
Medium to Long Duration 2.90 10.84 -16.15
Short Duration 4.92 14.21 0.00
Long Duration 2.66 4.95 -2.62
Ultra Short Duration 3.65 9.41 -0.01
Medium Duration 12.54 181.57 -16.56
Money Market 3.44 5.07 0.00
Dynamic Bond 3.57 51.92 -16.17
Banking & PSU 3.95 5.57 -14.25
Credit Risk 6.68 23.19 -24.45
Corporate Bond 9.41 112.25 0.23
10 yr Government Bond 2.45 3.77 1.43
Floating Rate 4.91 7.28 1.88
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Financial Services 60.17 81.35 52.70
Sector - FMCG 40.16 41.13 39.11
Value 63.17 90.88 41.32
Contra 65.63 84.60 54.27
Small-Cap 87.86 121.72 65.15
Focused Fund 57.61 78.21 37.47
Sector - Technology 76.28 90.27 29.32
Flexi Cap 56.19 75.80 19.07
ELSS (Tax Savings) 57.60 113.08 33.37
Multi-Cap 66.98 103.95 49.11
Large & Mid- Cap 63.23 80.38 42.08
Mid-Cap 72.20 91.96 50.71
Large-Cap 51.88 72.77 38.18
Sector - Healthcare 29.67 43.43 22.97
Equity- Infrastructure 83.95 119.80 62.52
Equity - ESG 51.25 56.64 39.26
Dividend Yield 59.97 82.94 48.50
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 3.69 5.09 1.51
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Balanced Allocation 37.09 48.27 26.06
Equity Savings 20.34 31.31 0.00
Aggressive Allocation 44.02 74.60 0.00
Conservative Allocation 13.93 40.57 -16.13
Dynamic Asset Allocation 25.16 58.84 10.44
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals -7.16 0.13 -8.28
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 2.76 5.35 -0.06
* 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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