| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,201 | +2.00% | |
| 3 years | ₹1,80,000 | ₹1,99,065 | +10.59% | |
| 5 years | ₹3,00,000 | ₹3,55,973 | +18.66% | |
| 10 years | ₹6,00,000 | ₹8,54,655 | +42.44% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 5.42% |
| Jubilant Beverages Ltd. | Consumer Staples | Debenture | 3.39% |
| GMR Hyderabad International Airport Ltd. | Services | NCD | 3.19% |
| Tamilnadu State | Others | SDL | 2.99% |
| Vedanta Ltd. | Metals & Mining | Debenture | 2.90% |
| Jubilant Bevco Ltd. | Consumer Staples | Debenture | 2.88% |
| Adani Power Ltd. | Energy | Debenture | 2.87% |
| Nuvama Wealth Finance Ltd. | Financial | Debenture | 2.79% |
| Delhi International Airport Ltd. | Services | Debenture | 2.64% |
| Aditya Birla Digital Fashion Ventures Ltd. | Services | Debenture | 2.64% |
| GOI | Sovereign | GOI Sec | 2.62% |
| Hiranandani Financial Services Pvt. Ltd. | Financial | Debenture | 2.46% |
| Aadhar Housing Finance Ltd | Financial | Debenture | 2.42% |
| Nirma Ltd. | Consumer Staples | Debenture | 2.41% |
| Karnataka State | Others | SDL | 2.38% |
| GOI | Sovereign | GOI Sec | 2.31% |
| IKF Finance Ltd. | Financial | Debenture | 2.16% |
| JSW Kalinga Steel Ltd. | Metals & Mining | Debenture | 2.15% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 2.15% |
| Lodha Developers Ltd. | Construction | Debenture | 2.02% |
| Bamboo Hotel And Global Centre (Delhi) Pvt Ltd. Class A | Services | Debenture | 1.94% |
| 360 ONE Wealth Ltd. | Financial | NCD | 1.92% |
| Kogta Financial India Ltd. | Financial | Debenture | 1.90% |
| GOI | Sovereign | GOI Sec | 1.88% |
| Aptus Finance India Pvt. Ltd. | Financial | Debenture | 1.81% |
| JTPM Metal Traders Ltd. | Metals & Mining | Debenture | 1.76% |
| Aditya Birla Renewables Ltd. | Energy | Bonds/NCD | 1.69% |
| Indostar Capital Finance Ltd. | Financial | Debenture | 1.69% |
| Keystone Realtors Ltd | Construction | Debenture | 1.63% |
| GOI | Sovereign | GOI Sec | 1.30% |
| JM Financial Credit Solutions Ltd. | Financial | Debenture | 1.21% |
| Tata Projects Ltd. | Construction | Debenture | 1.21% |
| Godrej Industries Ltd. | Consumer Staples | Bonds | 1.20% |
| GOI | Sovereign | GOI Sec | 1.17% |
| Power Grid Corporation Of India Ltd. | Energy | Bonds | 1.16% |
| IndiGrid Infrastructure Trust | Capital Goods | InvITs | 1.07% |
| GMR Airports Ltd. | Construction | Bonds | 1.00% |
| Indostar Capital Finance Ltd. | Financial | Debenture | 0.97% |
| Embassy Office Parks REIT | Construction | Bonds | 0.96% |
| L&T Metro Rail (Hyderabad) Ltd. | Construction | NCD | 0.94% |
| Raajmarg Infra Investment Trust | Construction | InvITs | 0.94% |
| Siddhivinayak Securitisation Trust | Others | Sec. Debt | 0.90% |
| Shivshakti Securitisation Trust | Others | Sec. Debt | 0.90% |
| Capital Infra Trust | Construction | InvITs | 0.89% |
| GMR Airports Ltd. | Construction | Bonds | 0.76% |
| TVS Holdings Ltd. | Automobile | Debenture | 0.73% |
| Infopark Properties Ltd. | Construction | Debenture | 0.72% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.71% |
| Mahanagar Telephone Nigam Ltd. | Communication | NCD | 0.71% |
| Radhakrishna Securitisation Trust | Others | Sec. Debt | 0.57% |
| GOI | Sovereign | GOI Sec | 0.49% |
| Jharkhand State | Others | SDL | 0.49% |
| Vedanta Ltd. | Metals & Mining | Debenture | 0.48% |
| Vistaar Financial Services Pvt. Ltd. | Financial | Debenture | 0.48% |
| Altius Telecom Infrastructure Trust | Construction | NCD | 0.47% |
| Aptus Value Housing Finance India Ltd. | Financial | Debenture | 0.31% |
| Maharashtra State | Others | SDL | 0.31% |
| Citius TransNet Investment Trust | Construction | InvITs | 0.25% |
| Knowledge Realty Trust | Construction | REITs | 0.25% |
| Veritas Finance Ltd. | Financial | Debenture | 0.24% |
| Aadhar Housing Finance Ltd | Financial | Debenture | 0.24% |
| GOI | Sovereign | GOI Sec | 0.19% |
| GOI | Sovereign | GOI Sec | 0.15% |
| GOI | Sovereign | GOI Sec | 0.14% |
| GOI | Sovereign | GOI Sec | 0.10% |
| Karnataka State | Others | SDL | 0.09% |
| GOI | Sovereign | GOI Sec | 0.08% |
| National Highways Authority of India Ltd. | Services | NCD | 0.06% |
| Embassy Office Parks REIT | Construction | REITs | 0.05% |
| GOI | Sovereign | GOI Sec | 0.05% |
| GOI | Sovereign | GOI Sec | 0.05% |
| Cube Highways Trust | Services | InvITs | 0.04% |
| GOI | Sovereign | GOI Sec | 0.02% |
| GOI | Sovereign | GOI Sec | 0.02% |
| GOI | Sovereign | GOI Sec | 0.02% |
| Indus Infra Trust | Construction | InvITs | 0.02% |
| Embassy Office Parks REIT | Construction | Debenture | 0.00% |
| GOI | Sovereign | CGL | 0.00% |
| GOI | Sovereign | GOI Sec | 0.00% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.3% | +6.5% | +7.4% | +7.9% |
| Category average (Debt Medium Duration) | +7.6% | +6.6% | +7.0% | -- |
| Rank (Debt Medium Duration) | 5 | 3 | 3 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
HDFC Medium Term Debt Fund Growth | +4.42% | +6.80% | 3,746.29 | |
SBI Medium Duration Fund Growth | +4.16% | +6.78% | 6,410.46 | |
DSP Bond Retail Growth | +3.54% | +6.59% | 288.40 | |
Bandhan Medium Duration Fund Growth | +3.33% | +6.14% | 1,294.26 | |
Invesco India Medium Duration Fund Growth | +2.63% | +6.04% | 167.25 | |
| Compare | ||||