Category Average Returns

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CATEGORY AVERAGE RETURNS (in %)

All Categories

Equity Funds

Hybrid Funds

Debt Funds

Liquid

Commodities

Alternative

Categories

10Y

Commodities: Sector - Precious Metals

-2.16

2.06

8.10

34.08

16.35

13.74

11.13

Debt: Credit Risk

0.29

0.95

1.96

8.16

9.32

6.93

5.81

Debt: 10 yr Government Bond

0.04

0.27

1.46

8.12

6.39

5.45

6.70

Equity: Sector - Healthcare

-3.51

-8.60

-12.41

7.98

17.28

23.16

12.70

Debt: Floating Rate

0.01

0.42

1.42

7.79

6.75

6.37

6.43

Debt: Medium Duration

0.05

0.52

1.34

7.42

6.35

5.87

6.11

Debt: Short Duration

0.05

0.36

1.42

7.40

6.38

6.17

6.22

Debt: Government Bond

0.01

0.04

1.06

7.35

6.19

5.76

6.34

Debt: Corporate Bond

0.00

0.31

1.24

7.31

6.09

6.37

Debt: Medium to Long Duration

0.06

1.04

6.96

6.14

5.82

5.71

Debt: Dynamic Bond

0.14

0.10

0.77

6.90

6.30

5.94

6.22

Debt: Banking and PSU

0.04

0.24

1.23

6.86

5.95

5.93

6.26

Debt: Low Duration

0.04

0.40

1.30

6.86

6.20

5.93

5.74

Alternative: Arbitrage Fund

0.02

0.42

1.42

6.80

6.25

5.19

5.79

Liquid: Liquid

0.05

0.39

1.42

6.74

6.27

5.04

5.42

Debt: Ultra Short Duration

0.06

0.41

1.42

6.71

6.18

5.36

5.55

Debt: Money Market

0.05

0.40

1.36

6.67

6.30

5.53

5.73

Debt: Long Duration

0.63

0.81

0.00

5.95

6.64

5.69

6.29

Hybrid: Conservative Allocation

0.81

-1.57

-2.22

5.74

8.01

8.61

6.58

Hybrid: Equity Savings

-1.16

-2.33

-3.37

4.73

8.13

9.47

7.57

Equity: Contra

-3.83

-7.79

-13.84

4.43

17.54

19.90

13.00

Hybrid: Aggressive Allocation

-2.98

-6.04

-9.77

3.14

11.84

15.26

10.73

Equity: Sector - Financial Services

-1.93

-3.98

-8.62

2.42

13.65

12.92

9.98

Equity: Large and Mid-Cap

-4.26

-8.67

-14.21

2.18

14.92

18.45

12.80

Equity: Sector - FMCG

2.25

0.51

-10.09

2.15

14.40

14.54

12.20

Hybrid: Dynamic Asset Allocation

-2.16

-4.35

-6.98

2.13

10.15

11.46

8.72

Equity: Mid-Cap

-4.47

-10.23

-16.04

1.73

17.38

21.62

14.24

Equity: Focused Fund

-3.69

-7.93

-13.24

1.33

12.56

16.31

11.71

Equity: Large-Cap

-3.43

-6.64

-10.64

1.08

11.55

15.67

10.57

Equity: Sector - Technology

-7.39

-11.93

-14.12

1.02

5.77

26.05

Equity: Multi-Cap

-4.08

-8.78

-14.73

0.96

16.11

19.96

13.43

Equity: ELSS (Tax Savings)

-3.80

-7.61

-13.26

0.72

13.43

17.29

11.90

Equity: ESG

-3.80

-7.35

-11.74

0.58

10.88

16.54

Equity: Dividend Yield

-4.15

-8.31

-12.98

0.50

16.27

21.06

12.69

Equity: Flexi Cap

-4.02

-8.23

-14.08

0.49

12.52

16.59

11.62

Equity: Value

-4.29

-8.60

-14.33

-1.10

15.91

19.97

12.83

Equity: Small-Cap

-5.31

-12.22

-20.45

-2.24

16.28

24.98

15.33

Equity: Infrastructure

-4.96

-12.21

-19.02

-3.76

20.31

23.60

12.81

Categories

10Y

Sector - Healthcare

-3.51

-8.60

-12.41

7.98

17.28

23.16

12.70

Contra

-3.83

-7.79

-13.84

4.43

17.54

19.90

13.00

Sector - Financial Services

-1.93

-3.98

-8.62

2.42

13.65

12.92

9.98

Large and Mid-Cap

-4.26

-8.67

-14.21

2.18

14.92

18.45

12.80

Sector - FMCG

2.25

0.51

-10.09

2.15

14.40

14.54

12.20

Mid-Cap

-4.47

-10.23

-16.04

1.73

17.38

21.62

14.24

Focused Fund

-3.69

-7.93

-13.24

1.33

12.56

16.31

11.71

Large-Cap

-3.43

-6.64

-10.64

1.08

11.55

15.67

10.57

Sector - Technology

-7.39

-11.93

-14.12

1.02

5.77

26.05

Multi-Cap

-4.08

-8.78

-14.73

0.96

16.11

19.96

13.43

ELSS (Tax Savings)

-3.80

-7.61

-13.26

0.72

13.43

17.29

11.90

ESG

-3.80

-7.35

-11.74

0.58

10.88

16.54

Dividend Yield

-4.15

-8.31

-12.98

0.50

16.27

21.06

12.69

Flexi Cap

-4.02

-8.23

-14.08

0.49

12.52

16.59

11.62

Value

-4.29

-8.60

-14.33

-1.10

15.91

19.97

12.83

Small-Cap

-5.31

-12.22

-20.45

-2.24

16.28

24.98

15.33

Infrastructure

-4.96

-12.21

-19.02

-3.76

20.31

23.60

12.81

Categories

10Y

Conservative Allocation

0.81

-1.57

-2.22

5.74

8.01

8.61

6.58

Equity Savings

-1.16

-2.33

-3.37

4.73

8.13

9.47

7.57

Aggressive Allocation

-2.98

-6.04

-9.77

3.14

11.84

15.26

10.73

Dynamic Asset Allocation

-2.16

-4.35

-6.98

2.13

10.15

11.46

8.72

Categories

10Y

Credit Risk

0.29

0.95

1.96

8.16

9.32

6.93

5.81

10 yr Government Bond

0.04

0.27

1.46

8.12

6.39

5.45

6.70

Floating Rate

0.01

0.42

1.42

7.79

6.75

6.37

6.43

Medium Duration

0.05

0.52

1.34

7.42

6.35

5.87

6.11

Short Duration

0.05

0.36

1.42

7.40

6.38

6.17

6.22

Government Bond

0.01

0.04

1.06

7.35

6.19

5.76

6.34

Corporate Bond

0.00

0.31

1.24

7.31

6.09

6.37

Medium to Long Duration

0.06

1.04

6.96

6.14

5.82

5.71

Dynamic Bond

0.14

0.10

0.77

6.90

6.30

5.94

6.22

Banking and PSU

0.04

0.24

1.23

6.86

5.95

5.93

6.26

Low Duration

0.04

0.40

1.30

6.86

6.20

5.93

5.74

Ultra Short Duration

0.06

0.41

1.42

6.71

6.18

5.36

5.55

Money Market

0.05

0.40

1.36

6.67

6.30

5.53

5.73

Long Duration

0.63

0.81

0.00

5.95

6.64

5.69

6.29

Categories

10Y

Liquid

0.05

0.39

1.42

6.74

6.27

5.04

5.42

Categories

10Y

Sector - Precious Metals

-2.16

2.06

8.10

34.08

16.35

13.74

11.13

Categories

10Y

Arbitrage Fund

0.02

0.42

1.42

6.80

6.25

5.19

5.79

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

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