| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,353 | +2.25% | |
| 3 years | ₹1,80,000 | ₹1,97,612 | +9.78% | |
| 5 years | ₹3,00,000 | ₹3,51,215 | +17.07% | |
| 10 years | ₹6,00,000 | ₹8,17,879 | +36.31% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 7.02% |
| Kotak Mahindra Prime Ltd. | Financial | Debenture | 6.50% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 5.26% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 4.39% |
| REC Ltd. | Financial | Debenture | 4.39% |
| Power Finance Corporation Ltd. | Financial | NCD | 4.37% |
| Axis Bank Ltd. | Financial | CD | 4.36% |
| LIC Housing Finance Ltd. | Financial | NCD | 4.35% |
| Bajaj Finance Ltd. | Financial | Debenture | 4.35% |
| HDFC Bank Ltd. | Financial | CD | 4.28% |
| Punjab National Bank | Financial | CD | 4.16% |
| ICICI Bank Ltd. | Financial | CD | 4.14% |
| GOI | Sovereign | GOI FRB | 4.11% |
| HDFC Bank Ltd. | Financial | CD | 2.94% |
| REC Ltd. | Financial | Debenture | 2.20% |
| Bajaj Finance Ltd. | Financial | Debenture | 2.19% |
| HDB Financial Services Ltd. | Financial | Debenture | 2.19% |
| Export-Import Bank Of India | Financial | CD | 2.18% |
| Tamilnadu State | Others | SDL | 2.18% |
| Reserve Bank of India | Financial | T-Bills | 2.17% |
| Axis Bank Ltd. | Financial | CD | 2.15% |
| Indian Bank | Financial | CD | 2.10% |
| ICICI Bank Ltd. | Financial | CD | 2.08% |
| Aditya Birla Capital Ltd. | Financial | CP | 2.07% |
| HDFC Bank Ltd. | Financial | CD | 2.06% |
| National Bank For Agriculture & Rural Development | Financial | CD | 2.06% |
| Sundaram Finance Ltd. | Financial | Bonds | 1.75% |
| Power Finance Corporation Ltd. | Financial | NCD | 1.32% |
| Karnataka State | Others | SDL | 0.89% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.44% |
| National Bank For Agriculture & Rural Development | Financial | FRB | 0.44% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +6.8% | +5.8% | +6.4% | +7.2% |
| Category average (Debt Low Duration) | +7.1% | +5.9% | +6.5% | -- |
| Rank (Debt Low Duration) | 6 | 11 | 11 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Savings Fund Growth | +5.70% | +7.30% | 27,700.34 | |
UTI Low Duration Fund Plan Growth | +5.59% | +7.01% | 3,108.34 | |
Axis Treasury Advantage Fund Growth | +5.50% | +6.94% | 6,083.83 | |
Canara Robeco Savings Fund Growth | +5.36% | +6.77% | 1,139.54 | |
Sundaram Low Duration Fund (Ex) Plan Growth | +11.79% | +4.95% | 549.95 | |
| Compare | ||||