| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,653 | +2.76% | |
| 3 years | ₹1,80,000 | ₹2,01,186 | +11.77% | |
| 5 years | ₹3,00,000 | ₹3,57,392 | +19.13% | |
| 10 years | ₹6,00,000 | ₹8,60,449 | +43.41% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 20.29% |
| HDFC Bank Ltd. | Financial | CD | 5.70% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 4.62% |
| Punjab National Bank | Financial | CD | 4.28% |
| Tata Capital Financial Services Ltd. | Financial | Bonds | 4.26% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 3.90% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 3.71% |
| Canara Bank | Financial | CD | 3.57% |
| Punjab National Bank | Financial | CD | 3.09% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 2.93% |
| Bajaj Finance Ltd. | Financial | Debenture | 2.89% |
| LIC Housing Finance Ltd. | Financial | FRB | 2.63% |
| Tata Capital Housing Finance Ltd. | Financial | Debenture | 2.43% |
| LIC Housing Finance Ltd. | Financial | Debenture | 2.39% |
| Uttar Pradesh State | Others | SDL | 2.38% |
| HDFC Bank Ltd. | Financial | CD | 1.90% |
| GOI | Sovereign | GOI Sec | 1.83% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 1.36% |
| Power Finance Corporation Ltd. | Financial | Bonds | 1.22% |
| Bajaj Housing Finance Ltd. | Financial | NCD | 1.20% |
| GOI | Sovereign | GOI Sec | 1.18% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 0.98% |
| Tata Capital Housing Finance Ltd. | Financial | Bonds | 0.97% |
| LIC Housing Finance Ltd. | Financial | NCD | 0.97% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 0.96% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 0.95% |
| HDFC Bank Ltd. | Financial | CD | 0.92% |
| REC Ltd. | Financial | NCD | 0.74% |
| Kotak Mahindra Prime Ltd. | Financial | Debenture | 0.73% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds/NCD | 0.73% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.72% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 0.71% |
| GOI | Sovereign | GOI Sec | 0.52% |
| Karnataka State | Others | SDL | 0.49% |
| Tata Capital Housing Finance Ltd. | Financial | Bonds | 0.49% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.49% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 0.49% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.49% |
| REC Ltd. | Financial | Debenture | 0.49% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 0.48% |
| Punjab National Bank | Financial | CD | 0.48% |
| Jio Credit Ltd. | Financial | Debenture | 0.48% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.48% |
| LIC Housing Finance Ltd. | Financial | Bonds | 0.39% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.34% |
| Tata Capital Financial Services Ltd. | Financial | Bonds/NCD | 0.34% |
| Export-Import Bank Of India | Financial | CD | 0.24% |
| Bank Of Baroda | Financial | CD | 0.24% |
| National Bank For Agriculture & Rural Development | Financial | FRB | 0.24% |
| Kotak Mahindra Prime Ltd. | Financial | Debenture | 0.24% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.15% |
| HDFC Bank Ltd. | Financial | CD | 0.14% |
| Axis Bank Ltd. | Financial | CD | 0.05% |
| GOI | Sovereign | GOI Sec | 0.02% |
| GOI | Sovereign | CGL | 0.01% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.8% | +6.2% | +7.4% | +7.8% |
| Category average (Debt Short Duration) | +7.1% | +5.9% | +6.6% | -- |
| Rank (Debt Short Duration) | 14 | 13 | 9 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Short Term Fund Direct Plan Growth | +8.43% | +8.30% | 20,935.22 | |
Axis Short Duration Fund Direct Growth | +8.47% | +8.12% | 12,707.93 | |
Aditya Birla Sun Life Short Term Direct Fund Direct Growth | +8.21% | +8.12% | 10,574.78 | |
Nippon India Short Duration Fund Direct Growth | +8.25% | +8.11% | 9,723.46 | |
HDFC Short Term Debt Fund Direct Plan Growth | +8.00% | +8.01% | 18,078.88 | |
| Compare | ||||