Category Performance

As on May 19, 2024
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Sector - FMCG 19.46 12.75 2.60
Value 46.66 75.36 25.45
Sector - Technology 25.87 57.42 19.52
Contra 48.70 52.39 45.18
Sector - Financial Services 19.55 35.89 -0.58
Small-Cap 49.01 75.85 30.71
Flexi Cap 38.93 68.42 19.48
Multi-Cap 46.09 61.33 29.12
Sector - Energy - - -
ELSS (Tax Savings) 37.53 60.60 19.63
Focused Fund 35.19 68.27 14.50
Mid-Cap 52.83 77.86 28.97
Large & Mid- Cap 41.95 67.99 22.71
Equity - ESG 31.22 49.79 18.95
Dividend Yield 45.20 56.46 35.18
Large-Cap 33.00 52.78 16.37
Equity- Infrastructure 67.53 84.87 52.50
Sector - Healthcare 51.54 58.21 38.32
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Balanced Allocation 16.28 21.40 11.35
Equity Savings 14.64 23.71 2.36
Aggressive Allocation 29.18 60.42 8.42
Dynamic Asset Allocation 23.60 61.01 7.67
Conservative Allocation 10.96 17.06 1.15
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Long Duration 4.66 7.35 -3.16
Money Market 5.95 7.77 -0.26
Medium Duration 5.00 7.94 -1.85
Ultra Short Duration 6.12 7.82 -15.41
Credit Risk 6.31 16.04 -2.28
Corporate Bond 5.70 7.69 -2.13
10 yr Government Bond 4.31 6.36 -2.17
Dynamic Bond 5.13 8.09 -2.87
Banking & PSU 5.74 7.62 -0.48
Medium to Long Duration 5.04 7.43 -2.13
Floating Rate 6.58 11.40 0.03
Short Duration 5.34 11.15 -1.35
Low Duration 6.07 9.20 -1.06
Government Bond 5.76 8.16 -2.32
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 7.33 8.64 1.15
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 19.75 20.23 17.87
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 6.01 9.70 -0.09
* Only open-ended funds.

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