Mutual Fund Category Performance

As on 2019-12-15

Equity

Morningstar Category Category Average Top Performer Bottom Performer

Contra

6.25 11.62 0.54

Dividend Yield

1.93 4.32 -2.79

ELSS (Tax Savings)

8.79 16.25 -2.51

Equity - Consumption

7.52 19.81 -2.43

Equity - Other

5.95 23.42 -10.17

Equity- Infrastructure

3.84 16.33 -13.65

Focused Fund

12.88 28.51 1.99

Global - Other

15.26 32.04 4.81

Index Funds

10.53 15.19 1.35

Large & Mid- Cap

9.03 16.73 0.68

Large-Cap

11.27 19.43 -2.07

Mid-Cap

3.61 15.17 -3.04

Multi-Cap

9.62 18.48 -1.76

Sector - Financial Services

18.72 28.54 -14.19

Sector - FMCG

6.32 6.88 5.77

Sector - Healthcare

3.71 7.7 -1.21

Sector - Technology

3.49 6.28 -2.88

Small-Cap

-1.89 19.64 -23.87

Value

2.51 12.63 -9.74

Balanced Funds

Aggressive Allocation

9.23 17.98 -4.73

Children

7.84 14.68 2.49

Conservative Allocation

6.98 11.85 -6.92

Dynamic Asset Allocation

8.31 13.49 -3.88

Equity Savings

7.08 11.56 -5.57

Fund of Funds

7.22 17.72 -1.16

Multi Asset Allocation

9.18 15.71 4.05

Retirement

7.44 14.21 -1.26

Money Market

Liquid

6.63 7.52 5.37

Overnight

5.68 5.81 5.04

Fixed Income

10 yr Government Bond

10.49 12.37 8.27

Banking & PSU

10.01 12.25 -1.04

Corporate Bond

6.62 12.26 -39.05

Credit Risk

3.69 10.04 -5.12

Dynamic Bond

7.72 12.58 -4.1

Floating Rate

8.8 9.9 7.47

Government Bond

9.87 12.19 6.44

Long Duration

10.92 11.46 10.26

Low Duration

5.68 9.53 -10.67

Medium Duration

4.45 10.8 -9.92

Medium to Long Duration

8.48 11.47 -6.32

Money Market

8 8.85 6.27

Short Duration

6.12 10.66 -13.33

Ultra Short Duration

7.89 14.25 0.92