Category Performance

As on Jun 13, 2024
 

Equity

Morningstar Category Category Average Top Performer Bottom Performer
Mid-Cap 53.80 78.53 31.79
Equity - ESG 33.41 29.65 28.15
Dividend Yield 47.12 58.67 38.39
Large-Cap 33.90 47.66 18.16
Equity- Infrastructure 68.38 84.25 54.59
Sector - Healthcare 49.88 58.44 43.63
Sector - Technology 26.13 34.60 32.79
Value 47.68 64.87 24.77
Contra 50.61 55.63 45.92
Sector - Financial Services 21.68 35.52 0.38
Small-Cap 48.87 67.49 29.30
Focused Fund 35.77 55.31 14.23
Flexi Cap 39.85 66.05 19.11
ELSS (Tax Savings) 38.24 61.58 18.20
Multi-Cap 46.66 61.49 37.65
Large & Mid- Cap 43.34 71.43 24.81
 

Fixed Income

Morningstar Category Category Average Top Performer Bottom Performer
10 yr Government Bond 5.14 7.22 -1.55
Dynamic Bond 5.64 8.84 -2.22
Banking & PSU 5.68 7.67 -0.50
Credit Risk 6.53 16.19 -2.13
Corporate Bond 5.65 7.73 -2.09
Floating Rate 6.68 10.90 0.13
Short Duration 5.42 10.80 -1.17
Low Duration 5.93 9.20 -1.04
Government Bond 6.31 9.16 -1.60
Medium to Long Duration 5.49 8.00 -1.53
Long Duration 5.92 8.58 -0.99
Medium Duration 5.27 8.64 -1.61
Ultra Short Duration 6.02 7.79 -15.40
Money Market 5.81 7.78 -0.25
 

Commodities

Morningstar Category Category Average Top Performer Bottom Performer
Sector - Precious Metals 19.03 19.15 17.79
 

Allocation

Morningstar Category Category Average Top Performer Bottom Performer
Dynamic Asset Allocation 24.02 41.61 8.18
Conservative Allocation 11.47 18.29 1.76
Equity Savings 14.70 25.71 2.59
Balanced Allocation 17.19 23.20 11.76
Aggressive Allocation 29.95 59.05 17.06
 

Money Market

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 5.85 10.16 -0.08
 

Alternative

Morningstar Category Category Average Top Performer Bottom Performer
Arbitrage Fund 7.46 8.85 1.33
* Only open-ended funds.

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