Mutual Fund Category Performance

As on 2019-10-13

Equity

Morningstar Category Category Average Top Performer Bottom Performer

Contra

5.24 12.06 -1.57

Dividend Yield

2.99 7.66 -2.97

ELSS (Tax Savings)

9.2 21.06 -2.81

Equity - Consumption

12.26 24.52 -3.5

Equity - Other

6.44 17.29 -11.2

Equity- Infrastructure

6.59 16.53 -7.99

Focused Fund

11.49 24.72 -0.8

Global - Other

2.34 28.67 -15.36

Index Funds

9.23 13.37 0.99

Large & Mid- Cap

8.89 18.64 0.88

Large-Cap

11.14 24.95 -5.89

Mid-Cap

5.09 18.08 -4.39

Multi-Cap

10.08 24.51 2.37

Sector - Financial Services

14.36 28.55 -19.64

Sector - FMCG

14.29 14.91 13.68

Sector - Healthcare

-6.21 -0.23 -10.4

Sector - Technology

7.27 11.87 2.97

Small-Cap

-0.65 23.59 -24.18

Value

1.52 14.31 -10.48

Balanced Funds

Aggressive Allocation

9.08 19.08 -5.02

Children

7.78 17.54 1.18

Conservative Allocation

8.12 15.78 -8.2

Dynamic Asset Allocation

7.73 12.7 -3.49

Equity Savings

6.81 11.47 -5.81

Fund of Funds

6.38 11.53 -7.52

Multi Asset Allocation

8.87 19.13 2.82

Retirement

9.01 16.7 -1.1

Money Market

Liquid

7.02 7.72 5.62

Overnight

5.91 6.06 5.3

Fixed Income

10 yr Government Bond

16.9 19.81 14.63

Banking & PSU

10.73 13.35 -0.41

Corporate Bond

7.27 14.41 -38.85

Credit Risk

5.18 10.16 -3.41

Dynamic Bond

10.37 16.44 -2.55

Floating Rate

8.96 10.22 7.56

Government Bond

14.17 17.44 9.4

Long Duration

18.82 22.01 15.52

Low Duration

6.15 9.79 -10.18

Medium Duration

5.98 11.58 -8.94

Medium to Long Duration

11.22 15.47 -3.99

Money Market

7.95 9.2 2.37

Short Duration

6.94 11.26 -13.62

Ultra Short Duration

8.27 14.8 1.2