Category Performance

 
As on 2021-05-09
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Multi-Cap 66.16 122.20 48.86
ELSS (Tax Savings) 60.98 131.26 33.11
Sector - Financial Services 64.87 81.63 53.37
Contra 73.83 99.52 60.36
Focused Fund 58.07 84.35 39.38
Sector - Technology 107.98 131.39 66.66
Value 69.11 112.85 49.23
Small-Cap 103.45 202.82 76.93
Flexi Cap 57.54 87.26 32.65
Large & Mid- Cap 63.84 79.84 49.57
Mid-Cap 78.06 111.85 56.30
Large-Cap 54.41 90.18 29.08
Equity- Infrastructure 74.12 152.77 54.43
Sector - Healthcare 56.21 72.36 45.22
Equity - ESG 59.30 71.90 50.92
Dividend Yield 61.23 83.71 54.38
Sector - FMCG 32.17 35.46 33.14
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Medium Duration 2.96 17.71 -25.03
Ultra Short Duration 4.47 19.73 -0.51
Money Market 4.54 5.77 -0.05
Banking & PSU 7.17 9.05 -9.43
Dynamic Bond 4.69 52.88 -17.02
Credit Risk 3.73 14.92 -59.64
10 yr Government Bond 4.75 6.27 4.44
Corporate Bond 6.32 10.42 -15.16
Long Duration 4.44 5.95 0.04
Government Bond 4.57 9.43 -0.38
Low Duration 6.71 27.79 -20.60
Medium to Long Duration 4.30 8.85 -16.98
Floating Rate 7.56 10.11 3.90
Short Duration 7.46 14.26 -2.09
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 3.13 4.74 -1.29
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Balanced Allocation 36.84 46.35 28.81
Equity Savings 23.02 34.23 0.00
Aggressive Allocation 46.39 93.95 0.00
Dynamic Asset Allocation 30.39 54.37 16.18
Conservative Allocation 15.07 29.56 -16.98
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 2.78 5.61 -1.95
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals -0.38 1.23 -0.83
* 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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