Category Performance
As on Sep 17, 2024
 

Fixed Income
Morningstar Category Category Average Top Performer Bottom Performer
Low Duration 6.54 9.58 -0.04
Government Bond 9.13 12.48 3.43
Medium to Long Duration 8.55 9.88 5.01
Long Duration 10.11 12.34 6.38
Ultra Short Duration 6.42 8.33 -15.28
Medium Duration 7.65 10.41 1.71
Money Market 6.56 7.92 -0.03
Dynamic Bond 8.63 12.14 -8.82
Banking & PSU 6.77 10.29 0.28
Credit Risk 8.30 17.65 0.66
Corporate Bond 7.39 14.46 3.58
10 yr Government Bond 9.27 10.45 6.48
Floating Rate 7.72 10.41 1.31
Short Duration 7.27 12.74 0.51
 

Equity
Morningstar Category Category Average Top Performer Bottom Performer
Sector - Financial Services 19.15 49.49 13.17
Sector - FMCG 19.95 22.45 11.69
Value 45.30 66.78 36.56
Sector - Energy - - -
Contra 50.41 52.16 40.94
Small-Cap 46.57 76.71 33.96
Focused Fund 38.95 70.54 23.14
Sector - Technology 36.28 50.22 31.70
Flexi Cap 40.03 59.65 14.25
ELSS (Tax Savings) 38.54 67.10 24.86
Multi-Cap 43.37 53.74 29.08
Large & Mid- Cap 43.32 60.43 27.87
Mid-Cap 48.91 67.23 31.52
Large-Cap 34.46 44.03 25.78
Sector - Healthcare 53.57 61.39 46.70
Equity- Infrastructure 56.66 73.91 43.26
Equity - ESG 33.95 48.25 20.86
Dividend Yield 45.63 60.16 35.10
 

Alternative
Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 7.57 8.57 4.66
 

Allocation
Morningstar Category Category Average Top Performer Bottom Performer
Aggressive Allocation 30.92 49.98 20.85
Balanced Allocation 19.72 23.82 15.83
Equity Savings 15.59 25.95 6.92
Conservative Allocation 12.82 19.43 4.39
Dynamic Asset Allocation 23.93 49.46 13.46
 

Commodities
Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 22.20 24.24 19.49
 

Money Market
Morningstar Category Category Average Top Performer Bottom Performer
Liquid 6.06 19.61 -0.70
* Only open-ended funds.

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