| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,158 | +1.93% | |
| 3 years | ₹1,80,000 | ₹1,98,069 | +10.04% | |
| 5 years | ₹3,00,000 | ₹3,51,934 | +17.31% | |
| 10 years | ₹6,00,000 | ₹8,37,984 | +39.66% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 27.68% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 9.62% |
| Tata Capital Housing Finance Ltd. | Financial | Bonds | 8.11% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 7.75% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 7.71% |
| Export-Import Bank Of India | Financial | Bonds | 3.86% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 3.80% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 3.78% |
| Punjab National Bank | Financial | CD | 3.66% |
| Tata Capital Financial Services Ltd. | Financial | Bonds | 3.48% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 3.09% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 1.93% |
| Power Finance Corporation Ltd. | Financial | Bonds | 1.93% |
| REC Ltd. | Financial | Debenture | 1.93% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 1.92% |
| Axis Bank Ltd. | Financial | CD | 1.88% |
| Axis Bank Ltd. | Financial | CD | 1.86% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 1.16% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.77% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.39% |
| Gujarat State | Construction | SDL | 0.39% |
| Tata Capital Financial Services Ltd. | Financial | NCD | 0.23% |
| Tamilnadu State | Others | SDL | 0.16% |
| GOI | Sovereign | GOI Sec | 0.02% |
| GOI | Sovereign | GOI Sec | 0.01% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +6.9% | +5.8% | +7.0% | +7.5% |
| Category average (Debt Medium Duration) | +7.6% | +6.6% | +7.0% | -- |
| Rank (Debt Medium Duration) | 10 | 11 | 8 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Aditya Birla Sun Life Medium Term Plan Direct Growth | +8.14% | +10.16% | 3,097.75 | |
HDFC Medium Term Debt Fund Direct Growth | +5.10% | +7.51% | 3,746.29 | |
DSP Bond Direct Growth | +3.93% | +6.97% | 288.40 | |
Bandhan Medium Duration Fund Direct Growth | +4.07% | +6.90% | 1,294.26 | |
Invesco India Medium Duration Fund Direct Growth | +3.48% | +6.86% | 167.25 | |
| Compare | ||||