Mutual Fund Category Performance

As on 2020-09-25

Equity

Morningstar Category Category Average Top Performer Bottom Performer

Contra

1.35 4.84 -2.3

Dividend Yield

1.69 8.83 -5.77

ELSS (Tax Savings)

-0.9 27.58 -13.04

Equity - Consumption

1.97 27 -12.52

Equity - Other

1.21 47.31 -20.37

Equity- Infrastructure

-11.71 8.27 -28.92

Focused Fund

-0.76 9.26 -18.03

Global - Other

10.54 57.78 -29.75

Index Funds

-3.51 7.13 -29.53

Large & Mid- Cap

-0.58 8.94 -9.96

Large-Cap

-3 14.27 -30.73

Mid-Cap

5.92 28.91 -7.06

Multi-Cap

-1.32 25.56 -16.33

Sector - Financial Services

-25.21 -16.27 -46.69

Sector - FMCG

-6.9 -6.58 -7.22

Sector - Healthcare

59.3 74.4 46.62

Sector - Technology

31.72 38.37 25.12

Small-Cap

9.62 46.26 -5.73

Value

-3.19 4.86 -10.12

Balanced Funds

Aggressive Allocation

0.6 17.54 -17.5

Children

1.61 6.08 -1.98

Conservative Allocation

4.97 11.11 -12.06

Dynamic Asset Allocation

5 15.53 -10.42

Equity Savings

3.06 9.52 -13.7

Fund of Funds

0.42 13.41 -30.79

Multi Asset Allocation

2.63 18.8 -20.08

Retirement

3.4 12.03 -14.98

Money Market

Liquid

4.67 5.76 3.45

Overnight

3.87 4.12 3.47

Fixed Income

10 yr Government Bond

11.36 13.32 7.93

Banking & PSU

10.07 13.21 5.3

Corporate Bond

10.57 12.73 8.69

Credit Risk

2.57 10.73 -28.64

Dynamic Bond

9.07 12.74 1.04

Floating Rate

8.92 10.95 6.51

Government Bond

10.47 13.7 7.29

Long Duration

12.13 13.04 11.13

Low Duration

7.53 9.39 3.43

Medium Duration

6.3 12.39 -25.69

Medium to Long Duration

9.69 13.32 -0.13

Money Market

6.48 7.42 4.62

Short Duration

11.34 64.12 0.12

Ultra Short Duration

8.24 53.75 4.22