Category Performance

As on Jul 18, 2024
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 7.28 8.63 1.20
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Aggressive Allocation 31.44 56.76 9.40
Dynamic Asset Allocation 24.32 58.62 8.73
Conservative Allocation 12.33 18.95 2.80
Balanced Allocation 19.14 25.20 13.27
Equity Savings 14.72 25.84 2.60
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Money Market 6.31 7.81 -0.06
Ultra Short Duration 6.08 7.86 -15.38
Medium Duration 6.04 8.81 -0.68
Credit Risk 6.78 16.24 -0.15
Corporate Bond 6.28 7.87 -0.47
10 yr Government Bond 5.88 7.82 -1.06
Dynamic Bond 6.17 9.95 -9.95
Banking & PSU 6.01 8.52 -0.35
Medium to Long Duration 6.48 8.48 -1.11
Floating Rate 6.85 10.79 0.08
Short Duration 5.76 10.80 -0.88
Low Duration 6.26 9.22 0.00
Government Bond 6.62 10.27 -0.80
Long Duration 8.17 9.92 4.04
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Flexi Cap 40.57 69.15 18.24
ELSS (Tax Savings) 38.96 59.50 17.25
Multi-Cap 46.70 62.83 31.36
Sector - Energy - - -
Large & Mid- Cap 44.48 66.33 27.07
Focused Fund 38.63 64.25 17.57
Mid-Cap 54.39 74.27 31.57
Equity - ESG 33.92 54.49 18.50
Sector - FMCG 19.46 16.11 5.66
Dividend Yield 49.51 60.20 37.81
Large-Cap 35.05 48.27 19.69
Sector - Healthcare 46.47 57.82 33.00
Equity- Infrastructure 67.21 89.18 54.03
Sector - Technology 32.45 52.92 21.94
Value 49.60 76.35 23.27
Small-Cap 49.66 74.87 31.74
Sector - Financial Services 23.26 68.60 2.77
Contra 51.15 55.32 47.15
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 22.79 25.27 19.51
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 6.03 12.74 -0.09
* Only open-ended funds.

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