Category Performance

As on Nov 24, 2024
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Equity - ESG 26.06 34.09 15.47
Large-Cap 26.78 34.29 17.90
Sector - FMCG 11.01 7.62 6.01
Dividend Yield 33.14 44.98 23.37
Equity- Infrastructure 39.25 58.50 29.63
Sector - Healthcare 41.27 52.40 34.22
Sector - Financial Services 17.91 32.47 9.74
Small-Cap 29.57 52.11 11.82
Sector - Technology 35.98 41.01 24.60
Value 32.82 41.80 25.31
Focused Fund 29.67 55.70 18.78
ELSS (Tax Savings) 28.95 52.60 12.45
Sector - Energy - - -
Contra 39.35 42.88 30.29
Mid-Cap 34.32 59.62 19.27
Flexi Cap 29.63 46.95 6.35
Multi-Cap 31.31 40.47 19.27
Large & Mid- Cap 32.26 48.97 8.70
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 23.91 25.78 21.13
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
Credit Risk 7.83 12.91 1.89
Corporate Bond 7.75 14.44 3.15
10 yr Government Bond 8.97 10.10 6.35
Dynamic Bond 8.61 11.58 -9.02
Medium to Long Duration 8.57 10.19 4.94
Short Duration 7.63 13.67 0.16
Floating Rate 8.26 12.81 3.19
Long Duration 10.08 19.62 4.77
Government Bond 8.94 11.66 3.14
Low Duration 6.86 9.97 -0.05
Money Market 6.52 7.99 2.40
Medium Duration 7.89 11.18 3.16
Ultra Short Duration 6.43 8.27 -15.19
Banking & PSU 7.19 9.73 -0.09
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Dynamic Asset Allocation 19.24 33.58 11.14
Conservative Allocation 12.40 16.85 8.76
Balanced Allocation 18.16 22.15 13.91
Equity Savings 13.63 23.11 6.17
Aggressive Allocation 24.45 36.21 14.46
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 6.06 49.97 -0.10
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 7.50 8.62 3.34
* Only open-ended funds.

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