Mutual Fund Category Performance

As on 2018-11-16

Equity

Morningstar Category Category Average Top Performer Bottom Performer

Contra

-0.79 5.9 -10.74

Dividend Yield

-3.42 2.42 -11.38

ELSS (Tax Savings)

-2.66 6.75 -17.16

Equity - Other

-3.16 25.18 -23.72

Equity- Infrastructure

-13.46 -2.87 -28.21

Focused Fund

-2.58 5.39 -11.72

Global - Other

3.23 21.57 -14.22

Index Funds

3.59 8.21 -7.37

Large & Mid- Cap

-3.89 4.71 -14.43

Large-Cap

1.9 12.61 -13.39

Mid-Cap

-7.85 4.92 -15.48

Multi-Cap

-1.92 5.89 -10.2

Sector - Energy

-5.32 -5.06 -5.58

Sector - Financial Services

-4.34 8.42 -25.84

Sector - FMCG

5.84 9.22 2.26

Sector - Healthcare

5.64 15.76 -2.11

Sector - Technology

27.5 35.46 19.46

Small-Cap

-11.65 1.48 -23.73

Value

-5.46 1.75 -18.15

Balanced Funds

Aggressive Allocation

-0.6 6.83 -8.58

Balanced Allocation

0 0 0

Children

-0.9 5.09 -9.91

Conservative Allocation

2.07 8.55 -3.01

Dynamic Asset Allocation

2.82 10.79 -3.38

Equity Savings

2.76 6.28 -1.31

Fund of Funds

2.3 14.35 -3.24

Multi Asset Allocation

1.73 6.24 -1.67

Retirement

-0.25 2.99 -4.2

Money Market

Liquid

7.11 7.47 3.54

Overnight

5.95 6.35 5.49

Fixed Income

10 yr Government Bond

4.24 6.78 1.16

Banking & PSU

5.31 7.04 3.91

Corporate Bond

4.5 7.72 1.36

Credit Risk

4.9 7.44 0.81

Dynamic Bond

3.55 7.82 1.67

Floating Rate

6.16 7.04 4.29

Government Bond

2.82 5.19 -1.07

Long Duration

3.57 3.92 3.22

Low Duration

6.68 7.74 5.71

Medium Duration

4.64 8.46 2.65

Medium to Long Duration

2.61 4.05 1.06

Money Market

6.62 7.72 -0.59

Short Duration

5.15 7.29 -1.44

Ultra Short Duration

6.96 7.97 5.73