| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,244 | +2.07% | |
| 3 years | ₹1,80,000 | ₹1,99,243 | +10.69% | |
| 5 years | ₹3,00,000 | ₹3,53,231 | +17.74% | |
| 10 years | ₹6,00,000 | ₹8,43,133 | +40.52% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 9.28% |
| Tata Capital Housing Finance Ltd. | Financial | Bonds | 7.75% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 7.39% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 7.39% |
| Punjab National Bank | Financial | CD | 6.89% |
| GOI | Sovereign | GOI Sec | 5.66% |
| REC Ltd. | Financial | NCD | 3.72% |
| REC Ltd. | Financial | Debenture | 3.71% |
| Export-Import Bank Of India | Financial | Bonds | 3.70% |
| Power Finance Corporation Ltd. | Financial | Bonds | 3.70% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 3.66% |
| HDFC Bank Ltd. | Financial | CD | 3.55% |
| Axis Bank Ltd. | Financial | CD | 3.49% |
| Indian Bank | Financial | CD | 3.48% |
| Tata Capital Financial Services Ltd. | Financial | Bonds | 3.32% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 2.96% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 2.57% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 1.86% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 1.84% |
| Kotak Mahindra Bank Ltd. | Financial | CD | 1.74% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.74% |
| Union Bank of India | Financial | CD | 0.73% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 0.73% |
| Tata Capital Financial Services Ltd. | Financial | Bonds | 0.66% |
| Tata Capital Financial Services Ltd. | Financial | NCD | 0.59% |
| Gujarat State | Construction | SDL | 0.38% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.37% |
| Tata Capital Financial Services Ltd. | Financial | Debenture | 0.37% |
| Tamilnadu State | Others | SDL | 0.15% |
| GOI | Sovereign | GOI Sec | 0.01% |
| GOI | Sovereign | GOI Sec | 0.01% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.4% | +6.0% | +7.2% | +7.5% |
| Category average (Debt Medium Duration) | +7.6% | +6.6% | +7.0% | -- |
| Rank (Debt Medium Duration) | 12 | 11 | 8 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Aditya Birla Sun Life Medium Term Plan Direct Growth | +10.67% | +10.66% | 3,069.79 | |
HDFC Medium Term Debt Fund Direct Growth | +7.70% | +8.11% | 3,872.53 | |
DSP Bond Direct Growth | +6.97% | +7.74% | 310.55 | |
Invesco India Medium Duration Fund Direct Growth | +6.77% | +7.59% | 173.90 | |
Bandhan Medium Duration Fund Direct Growth | +6.47% | +7.41% | 1,363.24 | |
| Compare | ||||