Mutual Fund Category Performance

As on 2018-07-19

Equity

Morningstar Category Category Average Top Performer Bottom Performer

Contra

8.72 16.01 -3.15

Dividend Yield

3.87 10.02 -5.4

ELSS (Tax Savings)

4.53 17.86 -12.3

Equity - Other

4.98 37.14 -16.55

Equity- Infrastructure

-4.39 8.46 -20.74

Focused Fund

5.55 20.58 -5.06

Global - Other

12.07 31.47 -6.84

Index Funds

10.22 14.91 -2.08

Large & Mid- Cap

3.25 13.17 -9.03

Large-Cap

7.99 23.23 -10.38

Mid-Cap

1.24 15.92 -8.93

Multi-Cap

5.27 17.19 -1.22

Sector - Energy

-3.03 -2.85 -3.22

Sector - Financial Services

3.14 12 -21.79

Sector - FMCG

15.08 19.62 10.8

Sector - Healthcare

-6.24 3.11 -16.01

Sector - Technology

37.96 49.1 29.16

Small-Cap

-1.56 12.21 -13.57

Value

3.41 11.23 -9.01

Balanced Funds

Aggressive Allocation

3.94 10.3 -4.83

Balanced Allocation

5.49 5.82 5.15

Children

5.86 11.85 -7.73

Conservative Allocation

3.31 14.34 -2.72

Dynamic Asset Allocation

5.5 9.45 1.16

Equity Savings

4.97 11.13 0.72

Fund of Funds

4.59 18.96 -1.39

Multi Asset Allocation

4.97 10.11 1.1

Retirement

5 11.84 1.22

Money Market

Liquid

6.91 7.12 5.46

Overnight

5.67 6.28 4.82

Fixed Income

10 yr Government Bond

1.24 5.78 -3.14

Banking & PSU

4.89 6.81 3.76

Corporate Bond

4.32 7.6 -0.83

Credit Risk

5.45 7.52 -1.2

Dynamic Bond

1.62 7.79 -1.09

Floating Rate

6.06 6.86 4.27

Government Bond

-0.55 4.09 -4.94

Long Duration

0.54 0.9 0.19

Low Duration

6.57 7.63 5.65

Medium Duration

4.8 8.14 2.33

Medium to Long Duration

0.94 4.53 -1.42

Money Market

6.84 7.46 5.3

Short Duration

5.1 7.36 3.79

Ultra Short Duration

6.74 7.7 5.67