Mutual Fund Category Performance

As on 2019-08-16

Equity

Morningstar Category Category Average Top Performer Bottom Performer

Contra

-8.36 -3.29 -12.88

Dividend Yield

-10.31 -6.22 -15.67

ELSS (Tax Savings)

-6.29 1.13 -15.04

Equity - Consumption

-8.57 -2.74 -14.62

Equity - Other

-9.5 3.67 -31.79

Equity- Infrastructure

-8.67 0.62 -25.66

Focused Fund

-5.21 2.24 -15.68

Global - Other

1.99 46.44 -15.06

Index Funds

-4.17 0.52 -12.32

Large & Mid- Cap

-7.04 4.13 -16.75

Large-Cap

-3.17 3.4 -15.53

Mid-Cap

-11.66 -3.05 -17.8

Multi-Cap

-5.49 2.85 -14.36

Sector - Financial Services

-1.77 3.82 -17.56

Sector - FMCG

-5.35 -4.84 -5.87

Sector - Healthcare

-8.28 -2.98 -14.04

Sector - Technology

-0.85 3.97 -3.75

Small-Cap

-16 3.52 -25.78

Value

-11.17 -4.02 -21.64

Balanced Funds

Aggressive Allocation

-2.36 5.5 -21.7

Children

-4.04 1.11 -12.98

Conservative Allocation

3.73 13.01 -13.67

Dynamic Asset Allocation

1.05 6.82 -9.78

Equity Savings

1.81 7.28 -4.98

Fund of Funds

1.11 11.31 -9.21

Multi Asset Allocation

1.61 7.3 -3.31

Retirement

-0.5 13.26 -9.36

Money Market

Liquid

6.91 7.85 -2.2

Overnight

6.09 6.24 5.46

Fixed Income

10 yr Government Bond

17.37 20.71 15.22

Banking & PSU

10.07 12.19 0.94

Corporate Bond

6.14 13.85 -40.66

Credit Risk

4.52 9.36 -6.33

Dynamic Bond

10.25 16.07 -1.93

Floating Rate

8.48 9.29 7.35

Government Bond

14.6 17.71 8.77

Long Duration

19.54 22.5 16.44

Low Duration

5.73 9.33 -11.1

Medium Duration

5.42 11.33 -9.11

Medium to Long Duration

11.06 15.82 -2.95

Money Market

7.81 9.02 0.76

Short Duration

6.48 10.48 -13.95

Ultra Short Duration

7.44 9.92 1.28