Category Performance

 
As on 2020-12-03
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Long Duration 11.40 13.06 9.90
Medium Duration 1.06 13.91 -40.01
Ultra Short Duration 3.06 19.33 -38.82
Money Market 5.17 6.92 -8.92
Banking & PSU 8.92 14.04 1.33
Dynamic Bond 7.19 13.36 -24.10
Credit Risk -3.32 10.62 -44.57
Corporate Bond 7.86 45.25 -15.15
10 yr Government Bond 9.80 13.59 -12.42
Government Bond 10.05 14.23 0.74
Low Duration 4.43 26.96 -30.70
Medium to Long Duration 9.00 14.27 -5.66
Floating Rate 8.33 11.65 4.33
Short Duration 8.21 11.28 -1.94
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Contra 16.92 22.07 10.76
Sector - Financial Services -8.23 2.05 -14.30
Sector - Technology 48.43 61.32 38.15
Value 11.16 19.49 -0.41
Small-Cap 26.83 68.48 -10.19
Multi-Cap 11.42 37.38 -3.28
ELSS (Tax Savings) 11.18 36.93 -2.66
Large & Mid- Cap 11.44 23.28 -1.87
Large-Cap 9.88 38.38 -4.70
Mid-Cap 20.60 48.27 0.71
Equity- Infrastructure 3.79 26.24 -15.11
Sector - Healthcare 60.10 75.79 48.18
Sector - FMCG 2.26 3.07 1.40
Dividend Yield 14.43 21.85 4.92
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Balanced Allocation 8.06 12.24 3.81
Equity Savings 7.43 13.54 -7.82
Aggressive Allocation 10.63 28.42 -8.64
Dynamic Asset Allocation 11.09 25.40 3.08
Conservative Allocation 7.49 13.81 -9.76
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 3.35 5.61 -0.85
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 27.88 29.55 26.50
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 3.10 6.48 -13.00
* 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.

Top
Mutual Fund Tools
Feedback