Mutual Fund Category Performance

As on 2020-07-05

Equity

Morningstar Category Category Average Top Performer Bottom Performer

Contra

-8.9 -4.27 -13.47

Dividend Yield

-6.11 3.8 -15.9

ELSS (Tax Savings)

-9.43 2.99 -24.92

Equity - Consumption

-2.39 7.16 -12.88

Equity - Other

-4.83 43.99 -21.25

Equity- Infrastructure

-19.42 -3.27 -38.16

Focused Fund

-7.01 1.79 -19.46

Global - Other

9.37 50.44 -27.52

Index Funds

-9.52 -4.49 -15.7

Large & Mid- Cap

-9.01 3.74 -18.93

Large-Cap

-9.92 2.75 -90.49

Mid-Cap

-6.74 4.66 -17.17

Multi-Cap

-8.32 8.93 -26.41

Sector - Financial Services

-27.18 -16.21 -55.26

Sector - FMCG

-0.46 -0.11 -0.81

Sector - Healthcare

35.35 42.68 28.13

Sector - Technology

2.95 10.8 -3.22

Small-Cap

-11.19 3.19 -25.4

Value

-13.65 -5.56 -24.31

Balanced Funds

Aggressive Allocation

-5.29 3.8 -22.91

Children

-3.24 3.17 -10.58

Conservative Allocation

3.68 9.76 -12.86

Dynamic Asset Allocation

1.4 7.96 -16.46

Equity Savings

-0.63 5.86 -20.92

Fund of Funds

-3.39 13.03 -33.65

Multi Asset Allocation

-2.21 8.43 -19.63

Retirement

-0.8 13.29 -23.11

Money Market

Liquid

5.33 6.37 4.02

Overnight

4.39 4.61 3.86

Fixed Income

10 yr Government Bond

13.6 15.39 10.79

Banking & PSU

11.63 15.24 6.67

Corporate Bond

11.48 14.82 -6.88

Credit Risk

1.67 10.6 -26.15

Dynamic Bond

10.33 17.26 1.74

Floating Rate

9.58 12.01 7.02

Government Bond

12.35 16.09 8.33

Long Duration

12.82 13.28 12.27

Low Duration

7.75 10.26 -2.98

Medium Duration

7.39 13.37 -23.44

Medium to Long Duration

11.41 14.65 -0.08

Money Market

7.24 8.44 4.61

Short Duration

9.44 15.52 -7.88

Ultra Short Duration

7.34 11.91 1.99