Category Performance

Please select a period to view the category performance:

As on Feb 03, 2026

Allocation

Morningstar Category	Category Average	Top Performer	Bottom Performer
Balanced Allocation	4.32	10.21	2.55
Aggressive Allocation	6.08	15.24	1.61
Dynamic Asset Allocation	5.61	12.40	-4.41
Conservative Allocation	5.20	10.20	0.16
Equity Savings	5.94	10.90	2.97

Fixed Income

Morningstar Category	Category Average	Top Performer	Bottom Performer
Money Market	6.74	12.03	2.50
Ultra Short Duration	6.43	14.36	0.04
Medium Duration	7.14	12.81	2.77
Credit Risk	10.44	20.68	4.57
Corporate Bond	6.65	9.33	2.95
10 yr Government Bond	5.34	6.57	0.69
Dynamic Bond	4.82	7.89	1.07
Banking & PSU	6.63	7.85	1.75
Short Duration	6.92	11.94	0.63
Floating Rate	7.20	11.34	3.78
Government Bond	4.01	7.85	-3.42
Low Duration	6.92	13.90	-0.55
Medium to Long Duration	4.65	6.42	0.90
Long Duration	2.55	8.52	-3.11

Equity

Morningstar Category	Category Average	Top Performer	Bottom Performer
Sector - Technology	-4.96	6.44	-12.34
Small-Cap	-0.03	14.94	-4.73
Flexi Cap	4.92	16.43	-2.47
ELSS (Tax Savings)	4.84	15.71	-0.80
Multi-Cap	4.90	15.10	-5.52
Sector - Energy	8.98	19.62	13.68
Focused Fund	5.66	19.49	-1.22
Mid-Cap	6.50	20.77	-5.14
Large & Mid- Cap	5.79	17.20	-1.46
Equity - ESG	4.30	13.91	-0.37
Dividend Yield	5.33	16.27	2.68
Large-Cap	7.04	15.78	4.50
Equity- Infrastructure	2.39	16.64	1.51
Sector - Healthcare	-1.08	6.39	-6.07
Sector - FMCG	-5.67	-9.14	-9.92
Value	7.35	28.05	0.38
Contra	7.56	13.85	5.69
Sector - Financial Services	20.50	29.30	13.08
Equity - Consumption	-1.10	4.55	-10.58

Alternative

Morningstar Category	Category Average	Top Performer	Bottom Performer
Arbitrage Fund	6.38	7.55	3.58

Commodities

Morningstar Category	Category Average	Top Performer	Bottom Performer
Sector - Precious Metals	104.15	173.26	76.07

Money Market

Morningstar Category	Category Average	Top Performer	Bottom Performer
Liquid	5.81	15.32	-0.11

* Only open-ended funds.

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