Mutual Fund Category Performance

As on 2018-10-21

Equity

Morningstar Category Category Average Top Performer Bottom Performer

Contra

-2.06 3.34 -10.04

Dividend Yield

-5.04 2.61 -13.9

ELSS (Tax Savings)

-5.25 5.53 -17.86

Equity - Other

-4.76 33.08 -26.01

Equity- Infrastructure

-15.23 -4.75 -33

Focused Fund

-4.87 4.96 -14.86

Global - Other

6.85 26.67 -10.45

Index Funds

0.78 6.29 -9.92

Large & Mid- Cap

-6.62 0.27 -16.52

Large-Cap

-1.39 14.62 -15.9

Mid-Cap

-9.99 3.62 -17.76

Multi-Cap

-4.42 4.55 -12.59

Sector - Energy

-9.15 -8.92 -9.38

Sector - Financial Services

-6.31 3.64 -15.5

Sector - FMCG

5.98 7.72 4.02

Sector - Healthcare

4.76 16.41 -3.88

Sector - Technology

34.75 44.17 25.54

Small-Cap

-12.21 3.58 -22.6

Value

-8.02 2.54 -19.73

Balanced Funds

Aggressive Allocation

-2.5 3.7 -9.15

Balanced Allocation

0 0 0

Children

-2.14 5.42 -11.67

Conservative Allocation

0.54 9.49 -5.43

Dynamic Asset Allocation

0.82 10.1 -6.18

Equity Savings

1.42 5.71 -3.59

Fund of Funds

0.91 17.38 -6.42

Multi Asset Allocation

0.69 4.95 -3.31

Retirement

-2.19 0.96 -7.99

Money Market

Liquid

7.13 7.4 5.57

Overnight

5.81 6.36 5.05

Fixed Income

10 yr Government Bond

2.11 5.37 -1.6

Banking & PSU

4.7 6.7 3.48

Corporate Bond

3.82 7.48 -0.27

Credit Risk

4.5 7.15 -0.47

Dynamic Bond

2.25 7.81 -0.09

Floating Rate

5.97 6.98 3.81

Government Bond

0.88 3.53 -4.21

Long Duration

1.07 1.41 0.73

Low Duration

6.49 7.51 5.42

Medium Duration

4.09 7.55 2.01

Medium to Long Duration

1.09 2.88 -0.52

Money Market

6.91 7.57 5.37

Short Duration

4.76 6.89 1.23

Ultra Short Duration

6.79 7.72 5.59