| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,958 | +1.60% | |
| 3 years | ₹1,80,000 | ₹1,95,953 | +8.86% | |
| 5 years | ₹3,00,000 | ₹3,45,546 | +15.18% | |
| 10 years | ₹6,00,000 | ₹8,06,606 | +34.43% |
| 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 | +6.0% | +4.9% | +6.3% | +7.0% |
| Category average (Debt Medium Duration) | +7.6% | +6.6% | +7.0% | -- |
| Rank (Debt Medium Duration) | 10 | 11 | 8 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
SBI Medium Duration Fund Growth | +3.66% | +6.68% | 6,410.46 | |
HDFC Medium Term Debt Fund Growth | +3.77% | +6.66% | 3,746.29 | |
DSP Bond Retail Growth | +2.53% | +6.40% | 288.40 | |
Bandhan Medium Duration Fund Growth | +2.61% | +6.01% | 1,294.26 | |
Invesco India Medium Duration Fund Growth | +1.87% | +5.86% | 167.25 | |
| Compare | ||||