Category Performance

 
As on 2020-02-18
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Conservative Allocation 7.85 14.26 -4.54
Equity Savings 8.78 13.25 -5.72
Aggressive Allocation 13.39 24.63 -6.67
Children 12.60 19.99 5.83
Dynamic Asset Allocation 10.57 15.48 0.34
Fund of Funds 9.23 14.55 -3.90
Multi Asset Allocation 12.32 21.58 7.89
Retirement 11.52 18.78 2.10
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 21.14 22.39 20.27
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Dividend Yield 8.43 12.88 1.26
ELSS (Tax Savings) 16.03 32.24 0.14
Focused Fund 19.88 38.10 5.16
Global - Other 14.63 34.53 -1.52
Index Funds 12.52 15.87 4.95
Sector - Energy 19.30 19.30 19.30
Sector - Healthcare 15.50 23.20 10.15
Small-Cap 15.76 36.52 -4.60
Contra 12.68 17.73 5.26
Equity - Consumption 17.96 32.30 4.85
Equity - Other 14.45 32.18 -1.23
Equity- Infrastructure 14.67 26.47 -0.40
Large & Mid- Cap 18.48 23.69 7.21
Large-Cap 15.81 24.72 5.87
Mid-Cap 17.73 27.33 7.09
Multi-Cap 17.41 30.81 7.80
Sector - Financial Services 22.90 30.66 12.73
Sector - FMCG 10.41 10.41 10.41
Sector - Technology 10.03 14.51 2.81
Value 8.61 19.46 -0.23
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 5.90 6.41 3.93
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
10 yr Government Bond 15.90 18.02 14.16
Corporate Bond 9.03 16.22 -6.00
Credit Risk 0.77 10.76 -42.89
Floating Rate 8.79 9.82 7.70
Government Bond 13.42 16.52 8.93
Money Market 6.81 8.16 0.00
Banking & PSU 10.99 15.16 2.15
Dynamic Bond 9.49 15.45 -3.55
Long Duration 16.78 17.81 16.24
Low Duration 1.64 8.99 -20.49
Medium Duration 6.15 12.88 -7.76
Medium to Long Duration 9.90 14.46 -10.00
Short Duration 5.49 10.74 -10.73
Ultra Short Duration 6.67 13.70 -2.32
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 5.15 6.87 -0.09
Overnight 5.33 5.47 4.74
* 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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