Category Performance

Please select a period to view the category performance:

As on May 14, 2024

Fixed Income

Morningstar Category	Category Average	Top Performer	Bottom Performer
Medium to Long Duration	5.13	7.43	-2.03
Floating Rate	6.59	11.42	-0.14
Short Duration	5.39	11.20	-1.31
Long Duration	4.85	7.49	-2.96
Low Duration	6.13	9.28	-0.99
Government Bond	5.88	8.24	-2.18
Ultra Short Duration	6.21	7.88	-4.76
Money Market	6.02	7.86	-0.18
Medium Duration	5.09	8.10	-1.75
Banking & PSU	5.76	7.56	-0.50
Corporate Bond	5.71	7.66	-2.11
10 yr Government Bond	4.46	6.54	-2.04
Dynamic Bond	5.22	8.03	-2.74
Credit Risk	6.40	16.12	-2.24

Equity

Morningstar Category	Category Average	Top Performer	Bottom Performer
Sector - FMCG	19.46	13.87	3.63
Equity- Infrastructure	61.52	77.31	45.20
Sector - Financial Services	18.88	34.38	-1.51
Small-Cap	45.60	71.39	28.74
Value	43.98	74.05	22.67
Sector - Technology	23.95	54.80	17.15
Focused Fund	32.55	65.27	11.27
Flexi Cap	36.07	64.51	16.73
Multi-Cap	42.96	57.43	27.41
Sector - Energy	-	-	-
ELSS (Tax Savings)	34.67	59.31	16.85
Contra	45.60	49.60	41.77
Large & Mid- Cap	38.75	65.62	19.90
Mid-Cap	49.09	73.61	25.75
Sector - Healthcare	49.42	56.46	37.00
Equity - ESG	28.78	48.23	16.46
Dividend Yield	42.56	53.96	33.50
Large-Cap	30.56	51.98	13.83

Allocation

Morningstar Category	Category Average	Top Performer	Bottom Performer
Conservative Allocation	10.53	16.62	0.79
Balanced Allocation	14.70	19.07	10.49
Equity Savings	13.89	22.17	1.94
Aggressive Allocation	27.23	57.30	6.89
Dynamic Asset Allocation	22.15	59.13	6.82

Alternative

Morningstar Category	Category Average	Top Performer	Bottom Performer
Arbitrage Fund	7.22	8.52	1.05

Commodities

Morningstar Category	Category Average	Top Performer	Bottom Performer
Sector - Precious Metals	16.84	18.34	13.85

Money Market

Morningstar Category	Category Average	Top Performer	Bottom Performer
Liquid	6.00	9.57	-0.08

* Only open-ended funds.

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