Category Performance

 
As on 2018-12-16
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Children -0.79 1.91 -6.74
Conservative Allocation 1.72 6.40 -2.99
Dynamic Asset Allocation 2.61 10.55 -2.31
Equity Savings 2.18 6.17 -1.20
Fund of Funds 2.14 10.24 -4.73
Retirement -0.34 3.03 -5.50
Aggressive Allocation -1.15 5.11 -10.79
Balanced Allocation - - -
Multi Asset Allocation 1.86 6.65 -1.79
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 8.55 11.68 7.35
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 5.67 6.75 -0.71
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Contra -2.38 4.97 -12.86
Dividend Yield -4.72 2.76 -11.35
ELSS (Tax Savings) -3.51 6.54 -18.09
Equity - Other -4.93 21.81 -24.67
Large & Mid- Cap -4.61 2.80 -15.75
Large-Cap 0.32 9.50 -4.65
Sector - Energy -11.79 -6.87 -16.70
Sector - Financial Services -1.06 10.09 -18.88
Sector - FMCG 3.83 8.19 -0.54
Small-Cap -16.92 -2.55 -25.65
Value -6.48 3.45 -19.94
Equity- Infrastructure -15.61 -4.15 -30.21
Focused Fund -3.45 5.39 -11.35
Global - Other 0.44 13.62 -10.76
Index Funds - - -
Index Funds 4.13 8.99 -6.23
Mid-Cap -8.88 5.73 -15.52
Multi-Cap -2.93 8.28 -11.78
Sector - Healthcare -0.48 7.92 -6.96
Sector - Technology 27.59 36.31 19.16
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Banking & PSU 5.71 6.91 4.59
Corporate Bond 4.99 7.40 2.38
Government Bond 4.59 6.39 1.27
Medium Duration 4.92 8.78 3.68
Short Duration 5.48 8.25 -0.88
10 yr Government Bond 7.73 10.21 4.21
Credit Risk 4.84 7.55 -0.98
Dynamic Bond 4.58 7.71 2.81
Floating Rate 6.40 7.11 5.04
Long Duration 5.42 5.45 5.39
Low Duration 6.67 8.01 5.55
Medium to Long Duration 3.59 4.94 1.81
Money Market 6.81 7.81 -0.26
Ultra Short Duration 6.56 8.42 -0.34
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 6.84 7.63 -1.80
Overnight 5.83 6.17 5.50
* 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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