Mutual Fund Category Performance

As on 2019-04-18

Equity

Morningstar Category Category Average Top Performer Bottom Performer

Contra

2.03 8.61 -4.36

Dividend Yield

-0.74 5.63 -8.07

ELSS (Tax Savings)

1.59 10.56 -11.83

Equity - Other

-2.25 18.48 -19.41

Equity- Infrastructure

-7.97 8.68 -28.29

Focused Fund

3.88 10.68 -7.31

Global - Other

4.01 23.12 -12.42

Index Funds

9.8 15.25 -5.78

Large & Mid- Cap

0.34 6.4 -11.71

Large-Cap

7.9 22.63 -7.01

Mid-Cap

-5.35 4.35 -12.83

Multi-Cap

3.19 11.82 -7.83

Sector - Energy

-4.32 -4.04 -4.61

Sector - Financial Services

11.33 20.83 1.35

Sector - FMCG

2.73 7.95 -2.57

Sector - Healthcare

5.1 9.92 0.83

Sector - Technology

15.6 20.97 11.64

Small-Cap

-11.38 -0.18 -20.78

Value

-2.07 7.17 -18.48

Balanced Funds

Aggressive Allocation

3.28 12.08 -11.14

Children

2.39 6.34 -5.05

Conservative Allocation

4.68 8.78 -2.9

Dynamic Asset Allocation

4.88 9.09 -0.17

Equity Savings

4.72 8.39 1.52

Fund of Funds

5.23 22.25 -3.45

Multi Asset Allocation

3.33 6.95 0.27

Retirement

3.17 7.07 0.02

Money Market

Liquid

7.06 7.74 -1.86

Overnight

6.12 6.3 5.49

Fixed Income

10 yr Government Bond

8.87 11.5 6.43

Banking & PSU

7.42 9.04 5.08

Corporate Bond

6.74 9.39 -1.12

Credit Risk

5.62 8.57 -3.15

Dynamic Bond

6.68 10.04 1.34

Floating Rate

7.35 8.21 6.72

Government Bond

7.38 9.44 5.11

Long Duration

7.68 8.02 7.34

Low Duration

7.65 8.92 5.84

Medium Duration

5.84 8.06 3.11

Medium to Long Duration

6.23 8.35 1.26

Money Market

7.38 8.48 0.51

Short Duration

6.95 9.3 0.43

Ultra Short Duration

7.38 9.29 1.3