|
Category Performance
|
|
|
|
As on Nov 24, 2024 |
| |
|
|
| Morningstar Category |
Category Average |
Top Performer |
Bottom Performer |
| Aggressive Allocation |
18.91 |
29.02 |
14.00 |
| Balanced Allocation |
15.20 |
28.87 |
-54.83 |
| Conservative Allocation |
11.93 |
21.90 |
4.91 |
| Dynamic Asset Allocation |
12.42 |
21.26 |
0.00 |
| Group Allocation |
13.07 |
25.82 |
0.00 |
|
| |
|
|
| Morningstar Category |
Category Average |
Top Performer |
Bottom Performer |
| Equity - ESG |
25.62 |
32.16 |
19.85 |
| Equity - Other |
29.86 |
51.29 |
14.56 |
| Flex-Cap Equity |
- |
- |
- |
| Flexi Cap |
- |
- |
- |
| Group Equity |
25.13 |
47.78 |
0.00 |
| Index Funds |
- |
- |
- |
| Large-Cap |
22.26 |
38.15 |
15.01 |
| Mid-Cap |
32.54 |
50.06 |
26.75 |
| Multi-Cap |
27.24 |
42.11 |
19.13 |
| Small-Cap |
42.14 |
46.92 |
37.37 |
|
| |
|
|
| Morningstar Category |
Category Average |
Top Performer |
Bottom Performer |
| Government Bond |
8.75 |
9.60 |
7.95 |
| Group Bond |
7.34 |
10.94 |
0.00 |
| Long Duration |
8.30 |
8.91 |
7.69 |
| Medium to Long Duration |
9.10 |
11.72 |
6.60 |
| Money Market |
6.06 |
6.06 |
6.06 |
| Other Bond |
8.62 |
20.30 |
5.13 |
| Short Duration |
6.95 |
9.81 |
5.66 |
| Ultra Short Duration |
6.27 |
7.18 |
4.52 |
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| |
|
|
| Morningstar Category |
Category Average |
Top Performer |
Bottom Performer |
| Guaranteed Funds |
6.49 |
14.88 |
-1.76 |
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| |
|
|
| Morningstar Category |
Category Average |
Top Performer |
Bottom Performer |
| Liquid |
5.60 |
5.95 |
5.26 |
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Disclaimer:
Group Equity, Group Fixed Income and Group Allocation are heterogenous categories and hence the funds within them may or may not be comparable. Consequently, these categories are also not rated. Investors must use their discretion while comparing the funds in these categories.
© 2024 Morningstar. All Rights Reserved. The information, data, analyses and opinions (“Information”) contained herein (1) include Morningstar’s confidential and proprietary information (2) may not be copied or redistributed,(3) do not constitute investment advice (4) are provided solely for information purposes (5) are not warrented to be complete, accurate or timely and (6) are drawn from fund data published on various dates. The information is provided to you at your own risk. Morningstar is not responsible for any trading decisions, damages or other losses related to the Information or its use. Please verify all of the Information before using it and don’t make any investment decision except upon the advice of a professional financial adviser. Past performance is no guarantee of future results. The value and income derived from investments can go up or down.
