Category Performance

 
As on 2018-09-18
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Conservative Allocation 2.21 11.38 -1.80
Aggressive Allocation 3.56 9.51 0.40
Children 4.89 9.39 -1.63
Dynamic Asset Allocation 4.42 8.42 0.67
Retirement 1.93 5.17 -3.86
Balanced Allocation - - -
Equity Savings 4.13 7.00 1.07
Fund of Funds 4.77 21.50 1.38
Multi Asset Allocation 4.99 8.97 2.05
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Focused Fund 5.31 13.85 -1.62
Large-Cap 4.92 12.52 -3.63
Sector - FMCG 17.04 17.07 17.00
Sector - Technology 48.07 59.63 36.72
Equity - Other 3.24 49.29 -19.03
Multi-Cap 3.41 15.50 -5.95
Sector - Energy -6.75 -3.63 -9.86
Dividend Yield 3.31 10.87 -4.74
ELSS (Tax Savings) 3.62 13.27 -9.13
Equity- Infrastructure -6.15 6.26 -19.26
Global - Other 12.06 36.51 -20.75
Mid-Cap -0.81 12.94 -7.56
Sector - Financial Services -0.67 9.27 -9.98
Small-Cap -1.95 15.72 -12.48
Contra 7.34 11.49 -0.94
Index Funds 10.42 15.83 0.17
Large & Mid- Cap 2.61 10.61 -6.58
Sector - Healthcare 15.57 27.57 6.22
Value 1.76 9.46 -6.49
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 5.72 6.42 2.80
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 2.62 5.42 0.71
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
10 yr Government Bond 0.70 3.20 -3.30
Banking & PSU 4.19 5.99 3.16
Dynamic Bond 1.21 7.25 -1.38
Floating Rate 5.71 6.25 3.64
Long Duration -1.30 -1.27 -1.33
Low Duration 6.06 7.00 4.85
Short Duration 4.30 6.41 2.81
Credit Risk 4.24 6.08 -1.10
Medium to Long Duration -0.14 2.18 -1.78
Corporate Bond 3.48 6.30 -1.11
Government Bond -0.96 2.17 -6.10
Ultra Short Duration 6.26 7.50 3.88
Medium Duration 3.55 6.75 1.98
Money Market 6.72 7.30 5.20
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Overnight 5.58 6.00 4.88
Liquid 6.69 7.35 4.12
* 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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