Morningstar Stock, Mutual Fund, Investment Research, Qualitative Rankings, Portfolio Management

Mar 29, 2025

FUND AWARDS Winners of 2025 Morningstar Awards for Investing Excellence

Here are the winners, as well as the nominees.

FUND AWARDS Nominees for Morningstar Fund Awards 2025

Here is a list of nominees for the Morningstar Fund Awards 2025.

FUND AWARDS The 17th Edition of Morningstar Fund Awards is here!

Morningstar brings its 17th edition of the Morningstar Fund Award, India 2025, a programme that recognizes excellence in the Indian fund industry.

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INSIGHTS AND PERSPECTIVES Cloud companies are going all-in on India

These three global tech giants are capitalizing on India's digitalisation growth story.

INSIGHTS AND PERSPECTIVES Why India is so attractive to global investors

The influence of demography may be imperceptible quarter to quarter, but can prove decisive in the long-term.

INSIGHTS AND PERSPECTIVES 3 ways to look at Advanced AI

Though still in its infancy, the introduction of advanced generative AI has far-reaching effects.

INSIGHTS AND PERSPECTIVES India is still a cash vibrant economy

Despite digital payments clearly witnessing a superfast adoption. Looking beyond the rhetoric at data.

INVESTING - MUTUAL FUNDS In A Graph: Parag Parikh Flexi Cap

The fund completes 10 years.

INSIGHTS AND PERSPECTIVES 4 insights from Rajeev Thakkar

The CIO of PPFAS Mutual Fund on his stock picking guidelines.

INSIGHTS AND PERSPECTIVES 4 learnings from my journey: Neil Parikh

The CEO of PPFAS honestly shares his heart.

ADVISER 12 of the best investing books of all time

A list of investment classics as well as some that you may have never heard of.

ACROSS THE GLOBE Where is the U.S. Economy headed?

Inflation, a strong jobs markets, debt ceiling debate and 10 straight interest-rate hikes are creating a lot of uncertainty.

INSIGHTS AND PERSPECTIVES Quick Take: How much wealth gets you into the top 1%?

If you live in Monaco, a lot!! The number is not surprisingly high for India.

INVESTING - EQUITY Remember these 5 principles when valuing a stock

When you make a bet that your estimate is better than the estimate that millions of people have put into the value of that stock, you need to get it right.

INVESTING - EQUITY Even Warren Buffett and Prashant Jain say picking stocks is hard

Don't play with your savings. Don't gamble it away.

INVESTING - MUTUAL FUNDS HDFC Flexi Cap: From Prashant Jain to Roshi Jain

The styles are similar in some aspects, and different in others.

BEHAVIOURAL FINANCE How to understand your relationship with money

Money brings out an intricate web of motives, interests, passions, desires, needs and compassion.

A look at Wealth from the funnel of Scarcity

Fund Category Returns

As on Dec 12, 2024

Morningstar Category	Category Average	Top Performer	Bottom Performer
* Only open-ended funds.			View more >
Large-Cap	24.21	32.92	16.88
Mid-Cap	35.83	64.91	20.07
Sector - Healthcare	43.49	54.53	35.93
Sector - Technology	39.93	46.52	27.75
Sector - FMCG	6.45	6.05	4.47
Sector - Energy	-	-	-
Sector - Financial Services	14.24	28.67	7.40
Sector - Precious Metals	27.55	29.75	24.47
ELSS (Tax Savings)	28.28	58.90	16.35
Multi-Cap	31.65	43.41	19.44
Equity- Infrastructure	38.13	60.94	27.83
Small-Cap	34.28	57.38	14.67
Large & Mid- Cap	32.23	53.57	8.66
Value	30.76	38.30	21.99
Contra	37.03	41.25	27.92
Dividend Yield	30.33	43.55	21.91
Focused Fund	28.65	53.27	17.11
Equity - ESG	24.91	33.27	17.22
Flexi Cap	29.36	53.71	12.19

Morningstar Category	Category Average	Top Performer	Bottom Performer
* Only open-ended funds.			View more >
Balanced Allocation	18.63	21.68	15.07
Conservative Allocation	12.28	18.65	8.05
Aggressive Allocation	24.31	36.18	17.06
Dynamic Asset Allocation	18.22	30.56	11.95
Equity Savings	13.17	26.38	5.74

Morningstar Category	Category Average	Top Performer	Bottom Performer
* Only open-ended funds.			View more >
Arbitrage Fund	7.50	8.58	4.27

Morningstar Category	Category Average	Top Performer	Bottom Performer
* Only open-ended funds.			View more >
Short Duration	8.05	13.82	1.08
Ultra Short Duration	6.98	8.30	2.29
10 yr Government Bond	9.72	11.16	5.10
Government Bond	9.71	12.61	3.44
Short-Term Government Bond	-	-	-
Medium to Long Duration	9.16	10.85	5.47
Long Duration	11.18	20.71	5.62
Credit Risk	8.04	13.17	4.10
Dynamic Bond	9.42	12.71	2.62
Low Duration	7.33	14.43	-0.01
Money Market	6.87	8.01	2.01
Medium Duration	8.33	12.33	3.72
Corporate Bond	8.07	14.69	2.54
Banking & PSU	7.85	10.30	0.06
Floating Rate	8.33	13.01	3.79

Morningstar Category	Category Average	Top Performer	Bottom Performer
* Only open-ended funds.			View more >
Liquid	6.72	49.21	-0.09

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Morningstar Medalist Rating^TM

144 Securities	302 Securities	604 Securities
3371 Securities	1287 Securities
144 Securities	302 Securities
604 Securities	3371 Securities
1287 Securities

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Index Returns

Name	Date	Close Price*	Change Pt* / Change %*
* In base currency
S&P BSE SENSEX	Dec 13, 2025	82133.13	843.16 / 1.04
S&P BSE 100	Dec 12, 2025	26085.18	-88.82 / -0.34
S&P BSE 200	Dec 12, 2025	11374.79	-38.79 / -0.34
S&P BSE 500	Dec 12, 2025	36579.30	-157.07 / -0.43
S&P BSE Midcap	Dec 12, 2025	47815.88	-268.85 / -0.56
S&P BSE Smallcap	Dec 12, 2025	57125.14	-578.34 / -1.00

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Here are the winners, as well as the nominees.

Here is a list of nominees for the Morningstar Fund Awards 2025.

Morningstar brings its 17th edition of the Morningstar Fund Award, India 2025, a programme that recognizes excellence in the Indian fund industry.

Testing for DR

Lorem ipsum, or lipsum as it is sometimes known, is dummy text used in laying out print, graphic or web designs!!

Testing Author

Testing

Testing Please Ignore

These three global tech giants are capitalizing on India's digitalisation growth story.

The influence of demography may be imperceptible quarter to quarter, but can prove decisive in the long-term.

Though still in its infancy, the introduction of advanced generative AI has far-reaching effects.

Despite digital payments clearly witnessing a superfast adoption. Looking beyond the rhetoric at data.

The fund completes 10 years.

The CIO of PPFAS Mutual Fund on his stock picking guidelines.

The CEO of PPFAS honestly shares his heart.

A list of investment classics as well as some that you may have never heard of.

Inflation, a strong jobs markets, debt ceiling debate and 10 straight interest-rate hikes are creating a lot of uncertainty.

If you live in Monaco, a lot!! The number is not surprisingly high for India.

When you make a bet that your estimate is better than the estimate that millions of people have put into the value of that stock, you need to get it right.

Don't play with your savings. Don't gamble it away.

The styles are similar in some aspects, and different in others.

Money brings out an intricate web of motives, interests, passions, desires, needs and compassion.

A look at Wealth from the funnel of Scarcity

Fund Category Returns

Morningstar Videos

Stock Monitor

Tools ^NEW

Index Returns

Currencies

Best in Mutual Funds ^NEW

Risers & Fallers

NFO

Best in Insurance Funds ^NEW

Compare performance of your Mutual Funds^NEW

Do an Instant X-Ray of your holdings ^NEW

STOCKS

MUTUAL FUNDS

INSURANCE FUNDS

Here are the winners, as well as the nominees.

Here is a list of nominees for the Morningstar Fund Awards 2025.

Morningstar brings its 17th edition of the Morningstar Fund Award, India 2025, a programme that recognizes excellence in the Indian fund industry.

Testing for DR

Lorem ipsum, or lipsum as it is sometimes known, is dummy text used in laying out print, graphic or web designs!!

Testing Author

Testing

Testing Please Ignore

These three global tech giants are capitalizing on India's digitalisation growth story.

The influence of demography may be imperceptible quarter to quarter, but can prove decisive in the long-term.

Though still in its infancy, the introduction of advanced generative AI has far-reaching effects.

Despite digital payments clearly witnessing a superfast adoption. Looking beyond the rhetoric at data.

The fund completes 10 years.

The CIO of PPFAS Mutual Fund on his stock picking guidelines.

The CEO of PPFAS honestly shares his heart.

A list of investment classics as well as some that you may have never heard of.

Inflation, a strong jobs markets, debt ceiling debate and 10 straight interest-rate hikes are creating a lot of uncertainty.

If you live in Monaco, a lot!! The number is not surprisingly high for India.

When you make a bet that your estimate is better than the estimate that millions of people have put into the value of that stock, you need to get it right.

Don't play with your savings. Don't gamble it away.

The styles are similar in some aspects, and different in others.

Money brings out an intricate web of motives, interests, passions, desires, needs and compassion.

A look at Wealth from the funnel of Scarcity

Fund Category Returns

Morningstar Videos

Stock Monitor

Tools NEW

Index Returns

Currencies

Best in Mutual Funds NEW

Risers & Fallers

NFO

Best in Insurance Funds NEW

Compare performance of your Mutual FundsNEW

Do an Instant X-Ray of your holdings NEW

STOCKS

MUTUAL FUNDS

INSURANCE FUNDS

Tools ^NEW

Best in Mutual Funds ^NEW

Best in Insurance Funds ^NEW

Compare performance of your Mutual Funds^NEW

Do an Instant X-Ray of your holdings ^NEW