Mutual Fund Category Performance

As on 2018-09-19

Equity

Morningstar Category Category Average Top Performer Bottom Performer

Contra

7.41 12.71 -1.54

Dividend Yield

3.89 11.22 -5.97

ELSS (Tax Savings)

3.48 13.84 -9.45

Equity - Other

4.07 50.17 -19.2

Equity- Infrastructure

-5.99 6.84 -20.79

Focused Fund

4.65 15.11 -2.03

Global - Other

12.22 38.45 -18.73

Index Funds

10.27 15.6 -0.52

Large & Mid- Cap

2.56 11.35 -6.73

Large-Cap

7.37 24.77 -6.81

Mid-Cap

-0.43 13.11 -6.88

Multi-Cap

4.06 15 -3.6

Sector - Energy

-3.34 -3.12 -3.57

Sector - Financial Services

-1.2 9.93 -11.6

Sector - FMCG

16.13 17.16 15.36

Sector - Healthcare

15.95 27.66 5.82

Sector - Technology

48.59 62.83 35.3

Small-Cap

-1.03 16.84 -13.98

Value

1.64 10.14 -7.38

Balanced Funds

Aggressive Allocation

3.76 10.92 -0.22

Balanced Allocation

0 0 0

Children

4.89 9.75 -2.56

Conservative Allocation

2.55 13.02 -1.9

Dynamic Asset Allocation

4.58 9.73 0.04

Equity Savings

4.49 7.74 0.46

Fund of Funds

4.71 21.62 1.31

Multi Asset Allocation

4.93 10.26 2.08

Retirement

2.23 6.6 -3.77

Money Market

Liquid

6.92 7.24 3.4

Overnight

5.72 6.3 4.88

Fixed Income

10 yr Government Bond

0.19 4.03 -3.8

Banking & PSU

4.5 6.54 3.13

Corporate Bond

3.6 7.26 -1.12

Credit Risk

4.62 7.04 -1.05

Dynamic Bond

1.49 7.77 -1.27

Floating Rate

5.88 6.84 3.63

Government Bond

-0.54 2.8 -5.87

Long Duration

-0.54 -0.21 -0.88

Low Duration

6.4 7.37 5.49

Medium Duration

3.98 7.28 1.91

Medium to Long Duration

0.32 3.17 -1.57

Money Market

6.77 7.43 5.2

Short Duration

4.62 6.76 1.61

Ultra Short Duration

6.67 7.57 5.45