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Category Performance
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As on Jun 13, 2024 |
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| Morningstar Category |
Category Average |
Top Performer |
Bottom Performer |
| Aggressive Allocation |
24.30 |
42.42 |
18.09 |
| Balanced Allocation |
17.80 |
37.72 |
8.16 |
| Conservative Allocation |
11.20 |
21.42 |
5.02 |
| Dynamic Asset Allocation |
6.44 |
24.60 |
-56.53 |
| Group Allocation |
13.49 |
24.53 |
0.00 |
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| Morningstar Category |
Category Average |
Top Performer |
Bottom Performer |
| Equity - ESG |
35.68 |
45.63 |
29.41 |
| Equity - Other |
49.13 |
88.56 |
25.70 |
| Group Equity |
37.22 |
78.14 |
0.00 |
| Large-Cap |
30.00 |
45.72 |
22.10 |
| Mid-Cap |
53.32 |
65.25 |
43.87 |
| Multi-Cap |
37.19 |
55.47 |
23.46 |
| Small-Cap |
78.78 |
78.78 |
78.78 |
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| Morningstar Category |
Category Average |
Top Performer |
Bottom Performer |
| Government Bond |
6.62 |
7.00 |
6.34 |
| Group Bond |
6.12 |
7.89 |
0.00 |
| Long Duration |
6.08 |
6.40 |
5.77 |
| Medium to Long Duration |
6.55 |
9.34 |
5.03 |
| Other Bond |
6.23 |
7.24 |
5.22 |
| Short Duration |
5.99 |
7.19 |
4.88 |
| Ultra Short Duration |
6.10 |
6.90 |
4.43 |
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| Morningstar Category |
Category Average |
Top Performer |
Bottom Performer |
| Guaranteed Funds |
6.30 |
17.01 |
-1.75 |
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| Morningstar Category |
Category Average |
Top Performer |
Bottom Performer |
| Liquid |
5.63 |
6.02 |
5.25 |
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Disclaimer:
Group Equity, Group Fixed Income and Group Allocation are heterogenous categories and hence the funds within them may or may not be comparable. Consequently, these categories are also not rated. Investors must use their discretion while comparing the funds in these categories.
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