Mutual Fund Category Performance

As on 2018-09-25

Equity

Morningstar Category Category Average Top Performer Bottom Performer

Contra

8.86 15.3 -1.92

Dividend Yield

5.98 13.96 -4.72

ELSS (Tax Savings)

4.83 14.92 -8.33

Equity - Other

5.37 51.24 -17.7

Equity- Infrastructure

-5.01 8.27 -21.86

Focused Fund

5.85 16.51 -1.11

Global - Other

13.31 41.14 -14.97

Index Funds

11.68 16.93 0.21

Large & Mid- Cap

3.79 11.53 -5.64

Large-Cap

8.85 27.44 -5.62

Mid-Cap

0.36 16.27 -6.64

Multi-Cap

5.31 14 -2.43

Sector - Energy

-1.67 -1.44 -1.91

Sector - Financial Services

-1.79 9.76 -13.44

Sector - FMCG

16.19 17.29 14.84

Sector - Healthcare

14.32 25.67 4.41

Sector - Technology

51.68 67.3 39.28

Small-Cap

-1.79 14.35 -14.45

Value

2.24 11.62 -6.79

Balanced Funds

Aggressive Allocation

4.61 12.49 -0.78

Balanced Allocation

0 0 0

Children

4.8 10.47 -4.72

Conservative Allocation

2.71 12.97 -2.01

Dynamic Asset Allocation

5.4 11.42 -0.12

Equity Savings

4.66 8.77 0.39

Fund of Funds

4.78 22.06 1.02

Multi Asset Allocation

5.42 11.5 2.1

Retirement

2.44 6.91 -3.4

Money Market

Liquid

7.02 7.24 5.51

Overnight

5.74 6.31 4.96

Fixed Income

10 yr Government Bond

0.1 3.79 -3.92

Banking & PSU

4.29 6.33 2.8

Corporate Bond

3.29 7.02 -1.47

Credit Risk

4.35 6.87 -1.01

Dynamic Bond

1.42 7.73 -1.33

Floating Rate

5.68 6.7 3.24

Government Bond

-0.46 2.72 -5.85

Long Duration

-0.53 -0.19 -0.86

Low Duration

6.21 7.16 5.21

Medium Duration

3.69 7.29 1.53

Medium to Long Duration

0.21 3.2 -1.64

Money Market

6.69 7.42 5.13

Short Duration

4.37 6.49 1.33

Ultra Short Duration

6.58 7.48 5.33