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

Best viewed in IE6+ ,Firefox 2.0+ with resolution 1024x768px. ©2013 Morningstar India Pvt. Ltd. All rights reserved. The data and analyses provided herein do not constitute investment advice offered by Morningstar and are provided only for informational purposes. It should not be construed as an offer or the solicitation of an offer, to buy or sell securities. Morningstar is not responsible for any error or omission in the data or for any losses suffered on account of information contained in this website. Mutual Fund Investments are subject to market risk. Please read the offer document before investing into Mutual Funds. Please send us your feedback at bsefeedback@morningstar.com.