Morningstar Stock, Mutual Fund, Investment Research, Qualitative Rankings, Portfolio Management

Mar 25, 2025

FUND AWARDS Winners of 2025 Morningstar Awards for Investing Excellence

Here are the winners, as well as the nominees.

FUND AWARDS Nominees for Morningstar Fund Awards 2025

Here is a list of nominees for the Morningstar Fund Awards 2025.

FUND AWARDS The 17th Edition of Morningstar Fund Awards is here!

Morningstar brings its 17th edition of the Morningstar Fund Award, India 2025, a programme that recognizes excellence in the Indian fund industry.

MUTUAL FUNDS The Evolving Landscape of Emerging Markets: India and China's Diverging Paths

Explore the evolving dynamics of India and China at the Morningstar Investment Conference 2024, where experts will discuss growth opportunities, risks, and strategies for navigating these two powerhouse economies.

MUTUAL FUNDS Unlocking Strategies for Uncertain Interest Rate Environments: Hear from Dignitaries at the 14th Morningstar Conference

Join top industry leaders at the 14th Morningstar Investment Conference for insights on navigating market volatility and crafting strategies in an uncertain interest rate environment.

MUTUAL FUNDS Large Caps VS Small Caps : An Unmissable Debate at MIC India 2024

Recently, Indian large-cap stocks have lagged expectations, while small and mid-cap stocks have outperformed and led the market.

BEHAVIOURAL FINANCE Don't Let Your Emotions Spoil Your Financial Planning

Making emotional decisions while investing can be counterproductive

INSIGHTS AND PERSPECTIVES India Allocation Soars in Emerging-Markets Equities Strategies

India Exposure Soars in Emerging-Markets Equities Strategies

BEHAVIOURAL FINANCE Mastering Delayed Gratification for Financial Well-Being

Let's explore the role and benefits of delayed gratification in the realm of money management and investing.

INSIGHTS AND PERSPECTIVES India's Popularity Soars in Asian Bond Portfolios

Fueled by strong fundamentals, Indian bonds have become a market heavyweight

BACK TO BASICS Empowering Women Through Financial Education in India

A significant gender gap persists in financial literacy, limiting the ability of many women to make informed financial decisions.

FUND AWARDS Winners of 2024 Morningstar Awards for Investing Excellence

Here are the winners, as well as the nominees.

FUND AWARDS Nominees for Morningstar Fund Awards 2024

Here is a list of nominees for the Morningstar Fund Awards 2024.

INSIGHTS AND PERSPECTIVES Assets managed by Women Fund Managers in India surges.

Women in the Indian Mutual Fund Industry-2024. We attempt to acknowledge the presence and highlight the achievements of women in this space.

FUND AWARDS The 16th Edition of Morningstar Fund Awards is here!

Morningstar brings its 16th edition of the Morningstar Fund Awards, India 2024, a programme that recognizes excellence in the Indian fund industry.

BEHAVIOURAL FINANCE Biases Are a Part of Investing - But You Can Beat Them

Cognitive biases in investing and practical strategies to mitigate it.

RETIREMENT Much Works Required to Improve Retirement in India

One suggestion is pension contributions mandatory, regardless of service duration, to help build a retirement fund for individuals.

RETIREMENT Increasing Numbers of NRIs Choosing to Return to India in Retirement

We highlight four factors that are fuelling the trend

Fund Category Returns

As on Mar 24, 2025

Morningstar Category	Category Average	Top Performer	Bottom Performer
* Only open-ended funds.			View more >
Large-Cap	8.06	29.06	-3.32
Mid-Cap	12.39	24.78	-8.60
Sector - Healthcare	20.67	35.73	8.37
Sector - Technology	8.09	16.32	-0.14
Sector - FMCG	-3.85	1.44	-0.09
Sector - Energy	-1.04	-0.45	-1.63
Sector - Financial Services	10.41	26.69	-4.51
Sector - Precious Metals	30.48	32.28	28.73
ELSS (Tax Savings)	8.86	30.69	-7.21
Multi-Cap	10.96	20.72	-2.80
Equity- Infrastructure	7.18	23.13	-4.70
Small-Cap	10.81	26.88	-5.90
Large & Mid- Cap	11.22	21.28	-3.54
Value	7.55	18.24	-2.54
Contra	13.88	18.12	9.29
Dividend Yield	8.08	17.22	-1.42
Focused Fund	9.11	21.24	-4.40
Equity - ESG	6.61	15.82	-10.44
Flexi Cap	8.40	21.61	-15.10

Morningstar Category	Category Average	Top Performer	Bottom Performer
* Only open-ended funds.			View more >
Balanced Allocation	11.19	13.19	9.17
Conservative Allocation	8.11	12.79	2.02
Aggressive Allocation	9.10	20.18	-2.31
Dynamic Asset Allocation	6.56	14.76	-10.52
Equity Savings	6.92	13.23	-1.80

Morningstar Category	Category Average	Top Performer	Bottom Performer
* Only open-ended funds.			View more >
Arbitrage Fund	6.79	8.08	-1.87

Morningstar Category	Category Average	Top Performer	Bottom Performer
* Only open-ended funds.			View more >
Short Duration	7.63	13.39	0.99
Ultra Short Duration	6.72	10.00	0.01
10 yr Government Bond	8.76	10.46	3.41
Government Bond	8.24	9.94	-19.02
Short-Term Government Bond	-	-	-
Medium to Long Duration	7.61	9.64	0.92
Long Duration	7.67	10.14	0.95
Credit Risk	8.70	22.99	3.85
Dynamic Bond	7.75	10.24	-5.36
Low Duration	6.88	15.08	0.11
Money Market	6.75	8.17	0.26
Medium Duration	7.69	13.63	-9.89
Corporate Bond	7.20	15.01	-5.05
Banking & PSU	7.19	9.69	0.22
Floating Rate	8.03	12.78	3.87

Morningstar Category	Category Average	Top Performer	Bottom Performer
* Only open-ended funds.			View more >
Liquid	6.69	94.49	0.00

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Morningstar Medalist Rating^TM

124 Securities	254 Securities	695 Securities
3365 Securities	1312 Securities
124 Securities	254 Securities
695 Securities	3365 Securities
1312 Securities

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Index Returns

Name	Date	Close Price*	Change Pt* / Change %*
* In base currency
S&P BSE SENSEX	Mar 21, 2025	76905.51	557.45 / 0.73
S&P BSE 100	Mar 21, 2025	24440.49	184.61 / 0.76
S&P BSE 200	Mar 21, 2025	10558.57	84.25 / 0.80
S&P BSE 500	Mar 21, 2025	33487.78	316.59 / 0.95
S&P BSE Midcap	Mar 21, 2025	41831.57	471.87 / 1.14
S&P BSE Smallcap	Mar 21, 2025	47296.81	952.21 / 2.05

Name	Country	Date	Close Price*	Change Pt* / Change %*
* In base currency
JSX Composite	IDN	Mar 25, 2025	6235.62	74.40 / 1.21
S&P/ASX 200	AUS	Mar 25, 2025	7942.46	5.57 / 0.07
SET 50	THA	Mar 24, 2025	758.24	3.66 / 0.49
Hang Seng HSI	HKG	Mar 24, 2025	23905.56	215.84 / 0.91
FTSE/SGX STI	SGP	Mar 25, 2025	3954.53	18.20 / 0.46
KSE KOSPI Korea	KOR	Mar 24, 2025	2632.07	-11.06 / -0.42
FTSE Bursa Malaysia KLCI	MYS	Mar 25, 2025	1513.60	9.77 / 0.65
TSEC 50	TWN	Mar 24, 2025	18242.55	-50.27 / -0.27
Shanghai SE Composite	CHN	Mar 25, 2025	3369.98	-0.05 / 0.00
Nikkei 225 Average	JPN	Mar 24, 2025	37608.49	-68.57 / -0.18

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Risers & Fallers

As of Mar 24, 2025

Risers	%
Naperol Investments	20.00
Malpani Pipes	20.00
HOCL	19.99
Salasar Techno Eng	19.95
Global Surfaces	13.94

Fallers	%
Standard Surfactants	-9.84
Inani Marbles & Indus	-9.13
Vibhor Steel Tubes	-7.75
Shree Ajit Pulp And Paper	-7.66
MSR India	-7.57

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Here are the winners, as well as the nominees.

Here is a list of nominees for the Morningstar Fund Awards 2025.

Morningstar brings its 17th edition of the Morningstar Fund Award, India 2025, a programme that recognizes excellence in the Indian fund industry.

Explore the evolving dynamics of India and China at the Morningstar Investment Conference 2024, where experts will discuss growth opportunities, risks, and strategies for navigating these two powerhouse economies.

Join top industry leaders at the 14th Morningstar Investment Conference for insights on navigating market volatility and crafting strategies in an uncertain interest rate environment.

Recently, Indian large-cap stocks have lagged expectations, while small and mid-cap stocks have outperformed and led the market.

Making emotional decisions while investing can be counterproductive

India Exposure Soars in Emerging-Markets Equities Strategies

Let's explore the role and benefits of delayed gratification in the realm of money management and investing.

Fueled by strong fundamentals, Indian bonds have become a market heavyweight

A significant gender gap persists in financial literacy, limiting the ability of many women to make informed financial decisions.

Here are the winners, as well as the nominees.

Here is a list of nominees for the Morningstar Fund Awards 2024.

Women in the Indian Mutual Fund Industry-2024. We attempt to acknowledge the presence and highlight the achievements of women in this space.

Morningstar brings its 16th edition of the Morningstar Fund Awards, India 2024, a programme that recognizes excellence in the Indian fund industry.

Cognitive biases in investing and practical strategies to mitigate it.

One suggestion is pension contributions mandatory, regardless of service duration, to help build a retirement fund for individuals.

We highlight four factors that are fuelling the trend

Fund Category Returns

Morningstar Videos

Stock Monitor

Tools ^NEW

Index Returns

Currencies

Best in Mutual Funds ^NEW

Risers & Fallers

NFO

Best in Insurance Funds ^NEW

Compare performance of your Mutual Funds^NEW

Do an Instant X-Ray of your holdings ^NEW

STOCKS

MUTUAL FUNDS

INSURANCE FUNDS

Here are the winners, as well as the nominees.

Here is a list of nominees for the Morningstar Fund Awards 2025.

Morningstar brings its 17th edition of the Morningstar Fund Award, India 2025, a programme that recognizes excellence in the Indian fund industry.

Explore the evolving dynamics of India and China at the Morningstar Investment Conference 2024, where experts will discuss growth opportunities, risks, and strategies for navigating these two powerhouse economies.

Join top industry leaders at the 14th Morningstar Investment Conference for insights on navigating market volatility and crafting strategies in an uncertain interest rate environment.

Recently, Indian large-cap stocks have lagged expectations, while small and mid-cap stocks have outperformed and led the market.

Making emotional decisions while investing can be counterproductive

India Exposure Soars in Emerging-Markets Equities Strategies

Let's explore the role and benefits of delayed gratification in the realm of money management and investing.

Fueled by strong fundamentals, Indian bonds have become a market heavyweight

A significant gender gap persists in financial literacy, limiting the ability of many women to make informed financial decisions.

Here are the winners, as well as the nominees.

Here is a list of nominees for the Morningstar Fund Awards 2024.

Women in the Indian Mutual Fund Industry-2024. We attempt to acknowledge the presence and highlight the achievements of women in this space.

Morningstar brings its 16th edition of the Morningstar Fund Awards, India 2024, a programme that recognizes excellence in the Indian fund industry.

Cognitive biases in investing and practical strategies to mitigate it.

One suggestion is pension contributions mandatory, regardless of service duration, to help build a retirement fund for individuals.

We highlight four factors that are fuelling the trend

Fund Category Returns

Morningstar Videos

Stock Monitor

Tools NEW

Index Returns

Currencies

Best in Mutual Funds NEW

Risers & Fallers

NFO

Best in Insurance Funds NEW

Compare performance of your Mutual FundsNEW

Do an Instant X-Ray of your holdings NEW

STOCKS

MUTUAL FUNDS

INSURANCE FUNDS

Tools ^NEW

Best in Mutual Funds ^NEW

Best in Insurance Funds ^NEW

Compare performance of your Mutual Funds^NEW

Do an Instant X-Ray of your holdings ^NEW