Category | Category Average | Top Performer | Bottom Performer |
---|---|---|---|
Aggressive Allocation | -1.91 | 4.51 | -13.99 |
Children | -1.85 | 1.64 | -7.83 |
Conservative Allocation | 2.51 | 6.96 | -4.31 |
Dynamic Asset Allocation | 2.34 | 9.47 | -3.5 |
Equity Savings | 2.66 | 6.26 | -0.73 |
Fund of Funds | 1.34 | 8.59 | -9.83 |
Multi Asset Allocation | 1.69 | 5.54 | -1.51 |
Retirement | -0.77 | 5.5 | -7.18 |
Arbitrage Fund | 6.24 | 7.44 | -0.24 |
Sector - Precious Metals | 7.35 | 9.21 | 6.1 |
Contra | -4.1 | 3.56 | -13.69 |
Dividend Yield | -5.98 | 0.8 | -11.27 |
ELSS (Tax Savings) | -5.68 | 3.5 | -20.15 |
Equity - Other | -7.22 | 16.49 | -23 |
Equity- Infrastructure | -17.78 | -8.4 | -33.86 |
Focused Fund | -5.15 | 2.84 | -13.98 |
Global - Other | -5.43 | 8.53 | -17.46 |
Index Funds | 2.28 | 7.05 | -8.8 |
Large & Mid- Cap | -6.59 | 1.35 | -16.84 |
Large-Cap | -1.11 | 8.01 | -5.53 |
Mid-Cap | -11.83 | 4.15 | -17.61 |
Multi-Cap | -4.98 | 8.84 | -16.13 |
Sector - Energy | -13.22 | -9.56 | -16.87 |
Sector - Financial Services | -0.18 | 10.18 | -17.25 |
Sector - FMCG | 3.66 | 8.07 | -0.76 |
Sector - Healthcare | -3.6 | 3.81 | -9.23 |
Sector - Technology | 19.4 | 26.64 | 12.29 |
Small-Cap | -19.12 | -7.31 | -29.23 |
Value | -9.15 | 0.39 | -22.86 |
10 yr Government Bond | 9.45 | 11.78 | 6.01 |
Banking & PSU | 6.87 | 7.84 | 6.03 |
Corporate Bond | 6.29 | 8.7 | 4.63 |
Credit Risk | 5.97 | 9.15 | -2.07 |
Dynamic Bond | 6.32 | 9.35 | 4.05 |
Floating Rate | 7.12 | 7.69 | 6.24 |
Government Bond | 6.89 | 8.97 | 3.67 |
Long Duration | 7.42 | 7.42 | 7.42 |
Low Duration | 7.52 | 8.74 | 6.76 |
Medium Duration | 6.39 | 9.91 | 3.96 |
Medium to Long Duration | 5.55 | 7.35 | 4.07 |
Money Market | 7.07 | 7.99 | -0.04 |
Short Duration | 6.72 | 9.51 | 0.61 |
Ultra Short Duration | 6.54 | 8.73 | -7.81 |
Liquid | 6.87 | 7.55 | -1.75 |
Overnight | 6.17 | 6.33 | 5.92 |
Source: Morningstar. Data as of Dec 30.