| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,394 | +2.32% | |
| 3 years | ₹1,80,000 | ₹1,97,702 | +9.83% | |
| 5 years | ₹3,00,000 | ₹3,51,301 | +17.10% | |
| 10 years | ₹6,00,000 | ₹8,22,864 | +37.14% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Power Finance Corporation Ltd. | Financial | Bonds | 7.34% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 4.90% |
| Kotak Mahindra Bank Ltd. | Financial | CD | 4.69% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 3.95% |
| HDFC Bank Ltd. | Financial | CD | 3.88% |
| Tata Capital Housing Finance Ltd. | Financial | Debenture | 3.61% |
| Reserve Bank of India | Financial | T-Bills | 3.26% |
| LIC Housing Finance Ltd. | Financial | Debenture | 3.25% |
| Indian Bank | Financial | CD | 3.16% |
| Axis Bank Ltd. | Financial | CD | 3.13% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 3.01% |
| Axis Bank Ltd. Warrant | Financial | CD | 2.77% |
| Bank Of Baroda | Financial | CD | 2.33% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 2.29% |
| Reserve Bank of India | Financial | T-Bills | 2.03% |
| Punjab National Bank | Financial | CD | 1.94% |
| Union Bank of India | Financial | CD | 1.92% |
| Tata Capital Ltd.(Partly Paid Equity) | Financial | Debenture | 1.89% |
| Bajaj Finance Ltd. | Financial | Debenture | 1.64% |
| Reserve Bank of India | Financial | T-Bills | 1.63% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 1.63% |
| Canara Bank | Financial | CD | 1.58% |
| Tata Capital Housing Finance Ltd. | Financial | Bonds | 1.56% |
| Punjab National Bank | Financial | CD | 1.55% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 1.55% |
| Small Industries Devp. Bank of India Ltd. | Financial | NCD | 1.20% |
| HDFC Bank Ltd. | Financial | CD | 1.18% |
| Tata Capital Housing Finance Ltd. | Financial | Bonds | 1.14% |
| Reserve Bank of India | Financial | T-Bills | 1.06% |
| Muthoot Finance Ltd. | Financial | Debenture | 1.06% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.90% |
| Uttar Pradesh State | Others | SDL | 0.84% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.82% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 0.82% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.82% |
| Bajaj Finance Ltd. | Financial | NCD | 0.81% |
| National Bank For Agriculture & Rural Development | Financial | CD | 0.78% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 0.78% |
| Small Industries Devp. Bank of India Ltd. | Financial | CP | 0.77% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.65% |
| Tata Capital Housing Finance Ltd. | Financial | Debenture | 0.49% |
| REC Ltd. | Financial | NCD | 0.42% |
| Uttar Pradesh State | Others | SDL | 0.42% |
| Tata Capital Housing Finance Ltd. | Financial | NCD | 0.41% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.40% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 0.39% |
| Canara Bank | Financial | CD | 0.39% |
| Punjab National Bank | Financial | CD | 0.39% |
| HDFC Bank Ltd. | Financial | CD | 0.39% |
| Bank Of Baroda | Financial | CD | 0.39% |
| Rajasthan State | Others | SDL | 0.33% |
| Rajasthan State | Others | SDL | 0.25% |
| Sundaram Finance Ltd. | Financial | Debenture | 0.25% |
| Tata Capital Housing Finance Ltd. | Financial | Debenture | 0.24% |
| Haryana State | Others | SDL | 0.17% |
| Rajasthan State | Others | SDL | 0.17% |
| GOI | Sovereign | GOI Sec | 0.12% |
| Karnataka State | Others | SDL | 0.08% |
| Rajasthan State | Others | SDL | 0.08% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 0.08% |
| Maharashtra State | Others | SDL | 0.08% |
| LIC Housing Finance Ltd. | Financial | NCD | 0.08% |
| Tamilnadu State | Others | SDL | 0.07% |
| Karnataka State | Others | SDL | 0.03% |
| Rajasthan State | Others | SDL | 0.03% |
| Gujarat State | Construction | SDL | 0.03% |
| Madhya Pradesh State | Others | SDL | 0.02% |
| Gujarat State | Construction | SDL | 0.00% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +6.8% | +5.9% | +6.5% | +7.1% |
| Category average (Debt Low Duration) | +7.1% | +5.9% | +6.5% | -- |
| Rank (Debt Low Duration) | 10 | 12 | 5 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Savings Fund Growth | +6.10% | +7.40% | 27,700.34 | |
UTI Low Duration Fund Plan Growth | +5.97% | +7.12% | 3,108.34 | |
Axis Treasury Advantage Fund Growth | +5.92% | +7.05% | 6,083.83 | |
Canara Robeco Savings Fund Growth | +5.77% | +6.88% | 1,139.54 | |
Sundaram Low Duration Fund (Ex) Plan Growth | +11.79% | +4.95% | 549.95 | |
| Compare | ||||