Category Performance

Please select a period to view the category performance:

As on Sep 11, 2024

Fixed Income

Morningstar Category	Category Average	Top Performer	Bottom Performer
Banking & PSU	6.70	9.32	0.15
Dynamic Bond	8.68	12.18	-9.17
Credit Risk	8.24	17.49	0.41
Corporate Bond	7.31	14.27	3.46
10 yr Government Bond	9.29	10.42	6.48
Floating Rate	7.77	10.40	1.30
Government Bond	9.07	12.51	3.23
Low Duration	6.55	9.53	0.05
Medium to Long Duration	8.51	10.03	4.97
Short Duration	7.26	10.87	0.43
Long Duration	10.24	12.24	6.27
Ultra Short Duration	6.44	8.27	-15.32
Medium Duration	7.61	10.37	1.65
Money Market	6.55	7.87	-0.03

Equity

Morningstar Category	Category Average	Top Performer	Bottom Performer
Large & Mid- Cap	39.88	55.32	24.60
Mid-Cap	43.74	62.01	27.28
Equity- Infrastructure	51.29	69.74	39.36
Sector - Healthcare	53.96	64.24	48.01
Equity - ESG	32.25	46.81	20.18
Dividend Yield	42.98	56.54	33.31
Large-Cap	32.70	41.77	24.28
Sector - Financial Services	17.54	45.53	10.73
Sector - FMCG	19.95	22.38	21.30
Value	42.54	61.83	34.07
Contra	47.85	49.08	39.15
Focused Fund	36.40	66.04	21.59
Sector - Technology	35.46	46.68	30.64
Small-Cap	41.95	70.96	28.44
Flexi Cap	37.20	56.25	13.57
ELSS (Tax Savings)	35.95	61.89	21.83
Multi-Cap	39.79	50.08	25.84
Sector - Energy	-	-	-

Commodities

Morningstar Category	Category Average	Top Performer	Bottom Performer
Sector - Precious Metals	18.50	21.52	14.11

Allocation

Morningstar Category	Category Average	Top Performer	Bottom Performer
Dynamic Asset Allocation	22.69	48.69	13.17
Conservative Allocation	12.50	18.50	4.14
Aggressive Allocation	29.22	47.95	19.67
Balanced Allocation	18.96	22.66	15.46
Equity Savings	15.07	24.20	6.77

Money Market

Morningstar Category	Category Average	Top Performer	Bottom Performer
Liquid	6.08	19.73	0.00

Alternative

Morningstar Category	Category Average	Top Performer	Bottom Performer
Arbitrage Fund	7.54	8.54	4.61

* Only open-ended funds.

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