Mutual Fund Category Performance

As on 2019-06-14

Equity

Morningstar Category Category Average Top Performer Bottom Performer

Contra

1.08 6.58 -4.77

Dividend Yield

-2.27 2.81 -7.16

ELSS (Tax Savings)

2.32 11.62 -8.29

Equity - Consumption

-0.44 5.97 -8.34

Equity - Other

-2.22 9.9 -24.32

Equity- Infrastructure

-0.86 9.37 -21.08

Focused Fund

4.22 12.7 -7.79

Global - Other

-1.37 29.58 -14.88

Index Funds

7.01 11.88 -7.78

Large & Mid- Cap

1.24 10.25 -9.37

Large-Cap

7.15 15.13 -6.98

Mid-Cap

-4.12 5.8 -10.32

Multi-Cap

3.44 13.11 -6.65

Sector - Financial Services

10.11 15.8 -2.32

Sector - FMCG

7.25 7.83 6.66

Sector - Healthcare

-2.14 2.56 -6.67

Sector - Technology

7.82 11.01 5.15

Small-Cap

-8.67 8.3 -17.09

Value

-2.3 4.45 -15.45

Balanced Funds

Aggressive Allocation

3.89 11.84 -11.99

Children

2.23 7.05 -4.11

Conservative Allocation

5.84 13.19 -5.76

Dynamic Asset Allocation

5.06 11.73 -2.02

Equity Savings

5.34 8.78 0.42

Fund of Funds

5.08 15.55 -8.16

Multi Asset Allocation

4.16 6.65 -0.04

Retirement

4.28 12.88 -1.52

Money Market

Liquid

7.07 7.85 -1.94

Overnight

6.2 6.36 5.52

Fixed Income

10 yr Government Bond

15.13 18.46 12.98

Banking & PSU

9.4 11.78 0.13

Corporate Bond

9.17 11.98 2.37

Credit Risk

4.95 9.1 -6.25

Dynamic Bond

8.96 15.26 -3.16

Floating Rate

8.32 9.22 7.03

Government Bond

12.78 15.79 8.21

Long Duration

14.93 15.27 14.59

Low Duration

4.31 9.2 -12.4

Medium Duration

6.94 10.38 0.63

Medium to Long Duration

9.84 13.74 -4.16

Money Market

7.64 8.67 0.63

Short Duration

6.66 10.21 -5.01

Ultra Short Duration

7.42 9.86 1.39