Category Performance

As on Jul 20, 2025
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Long Duration 7.24 14.77 -0.90
Low Duration 7.73 16.77 -0.01
Government Bond 8.79 11.06 1.30
Medium to Long Duration 8.74 10.58 2.48
Short Duration 9.25 15.51 1.04
Floating Rate 8.91 14.78 1.49
Medium Duration 9.23 14.73 4.69
Ultra Short Duration 7.12 11.02 -0.35
Money Market 7.35 11.07 2.64
Banking & PSU 8.74 10.32 3.35
Dynamic Bond 8.72 10.83 3.40
10 yr Government Bond 10.27 11.27 5.28
Corporate Bond 8.92 16.29 1.68
Credit Risk 11.28 24.16 5.49
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Conservative Allocation 6.63 9.72 -0.87
Balanced Allocation 6.17 9.03 3.56
Equity Savings 5.47 9.05 -3.37
Aggressive Allocation 3.43 10.56 -4.71
Dynamic Asset Allocation 3.13 9.51 -14.16
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Equity- Infrastructure -3.79 3.20 -12.69
Sector - Healthcare 14.35 28.81 0.90
Sector - FMCG -1.56 -4.69 -6.11
Dividend Yield -1.75 3.40 -7.72
ELSS (Tax Savings) 1.02 20.62 -11.23
Focused Fund 1.97 12.49 -6.83
Contra 3.11 6.30 -0.29
Sector - Financial Services 7.60 18.69 2.96
Small-Cap 3.66 16.00 -3.40
Sector - Technology -3.70 8.19 -7.00
Value -1.61 6.66 -8.37
Flexi Cap 1.14 10.67 -13.89
Multi-Cap 3.02 28.56 -11.94
Sector - Energy -4.88 -4.35 -5.40
Large & Mid- Cap 2.65 14.75 -10.52
Mid-Cap 3.25 18.79 -12.54
Large-Cap 0.46 14.75 -7.30
Equity - ESG 0.92 8.29 -8.57
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 6.60 7.70 -2.27
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 6.28 78.29 -0.23
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 26.60 30.42 19.03
* Only open-ended funds.

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