Mutual Fund Category Performance

As on 2021-01-21

Equity

Morningstar Category Category Average Top Performer Bottom Performer

Contra

26.16 35.41 18.56

Dividend Yield

20.84 26.25 13.74

ELSS (Tax Savings)

19.81 55.93 4.05

Equity - Consumption

22.52 51 12.22

Equity - Other

20.82 49.05 -8.11

Equity- Infrastructure

10.75 40.99 -5.5

Focused Fund

19.96 30 7.3

Global - Other

22.85 76.87 -22.79

Index Funds

19.62 26.32 2.99

Large & Mid- Cap

18.59 30.45 9.25

Large-Cap

19.41 41.29 -7.78

Mid-Cap

24.7 51.71 9.27

Multi-Cap

19.28 48.39 3.01

Sector - Financial Services

2.04 10.26 -21.21

Sector - FMCG

8.93 9.29 8.57

Sector - Healthcare

60.41 69.43 48.1

Sector - Technology

61.68 72.98 49.43

Small-Cap

27.53 74.75 13.24

Value

18.81 28.06 14.85

Balanced Funds

Aggressive Allocation

17.18 42.13 -2.03

Children

17.34 24.67 12.09

Conservative Allocation

10.68 16.37 -4.23

Dynamic Asset Allocation

13.99 29.32 -10.98

Equity Savings

11.13 18.53 -5

Fund of Funds

11.61 25.81 -17.4

Multi Asset Allocation

13.6 25.03 -11.48

Retirement

14.26 21.99 3.46

Money Market

Liquid

3.96 5.23 3.04

Overnight

3.27 3.5 3.07

Fixed Income

10 yr Government Bond

11.66 13.32 8.73

Banking & PSU

9.33 12.64 4.87

Corporate Bond

10.01 12.18 8.06

Credit Risk

3.33 11.12 -19.77

Dynamic Bond

9.49 13.25 4.68

Floating Rate

8.83 11.08 5.75

Government Bond

11.17 14.31 7.58

Long Duration

12.37 14.01 10.64

Low Duration

6.69 8.55 2.59

Medium Duration

6.52 12.03 -23.46

Medium to Long Duration

10.64 13.56 5.03

Money Market

5.48 6.53 3.31

Short Duration

8.73 11.64 -1.54

Ultra Short Duration

5.16 6.84 3.45