| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,948 | +1.58% | |
| 3 years | ₹1,80,000 | ₹1,93,515 | +7.51% | |
| 5 years | ₹3,00,000 | ₹3,39,334 | +13.11% | |
| 10 years | ₹6,00,000 | ₹7,90,204 | +31.70% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 25.67% |
| Export-Import Bank Of India | Financial | Bonds | 10.99% |
| Tata Capital Housing Finance Ltd. | Financial | Debenture | 7.76% |
| GOI | Sovereign | GOI Sec | 6.21% |
| Bajaj Finance Ltd. | Financial | Bonds | 5.54% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 5.54% |
| REC Ltd. | Financial | Bonds | 5.54% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 5.54% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 5.53% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 5.47% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 4.45% |
| Tata Capital Financial Services Ltd. | Financial | NCD | 3.78% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 2.22% |
| GOI | Sovereign | GOI Sec | 1.07% |
| GOI | Sovereign | GOI Sec | 0.22% |
| GOI | Sovereign | GOI Sec | 0.09% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +5.7% | +4.5% | +6.3% | +7.6% |
| Category average (Debt Medium to Long Duration) | +6.8% | +5.2% | +6.4% | -- |
| Rank (Debt Medium to Long Duration) | 12 | 11 | 6 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Bond Fund Growth | +3.34% | +6.99% | 2,698.39 | |
LIC MF Medium to Long Duration Fund Growth | +3.05% | +6.57% | 189.25 | |
HDFC Income Fund Growth | +2.12% | +6.21% | 819.63 | |
Kotak Bond Fund Growth | +2.35% | +6.10% | 1,878.36 | |
Aditya Birla Sun Life Income Fund Growth | +1.86% | +5.92% | 1,792.12 | |
| Compare | ||||