| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,880 | +1.47% | |
| 3 years | ₹1,80,000 | ₹1,95,476 | +8.60% | |
| 5 years | ₹3,00,000 | ₹3,45,289 | +15.10% | |
| 10 years | ₹6,00,000 | ₹8,04,715 | +34.12% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Hindustan Petroleum Corporation Ltd. | Energy | Bonds/NCD | 8.44% |
| Grasim Industries Ltd. | Construction | Debenture | 8.40% |
| REC Ltd. | Financial | Debenture | 8.40% |
| Sundaram Finance Ltd. | Financial | Debenture | 8.39% |
| Export-Import Bank Of India | Financial | Debenture | 8.37% |
| Axis Bank Ltd. | Financial | CD | 8.32% |
| Bajaj Housing Finance Ltd. | Financial | NCD | 8.28% |
| Bajaj Finance Ltd. | Financial | Debenture | 8.25% |
| Kotak Mahindra Bank Ltd. | Financial | CD | 8.16% |
| Power Grid Corporation Of India Ltd. | Energy | Debenture | 6.70% |
| GOI | Sovereign | GOI Sec | 4.87% |
| GOI | Sovereign | GOI Sec | 2.48% |
| GOI | Sovereign | GOI Sec | 1.61% |
| Reserve Bank of India | Financial | T-Bills | 0.66% |
| Karnataka State | Others | SDL | 0.10% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +6.1% | +5.2% | +6.3% | +6.6% |
| Category average (Debt Short Duration) | +7.1% | +5.9% | +6.6% | -- |
| Rank (Debt Short Duration) | 20 | 19 | -- | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
HDFC Savings Fund Growth | +5.59% | +8.23% | 5,433.30 | |
ICICI Prudential Short Term Fund Growth | +4.47% | +6.94% | 21,449.58 | |
HDFC Short Term Debt Fund Growth | +4.01% | +6.90% | 15,462.92 | |
Axis Short Duration Fund Growth | +4.21% | +6.79% | 8,955.23 | |
Sundaram Short Term Debt Fund Growth | +12.83% | +5.33% | 361.74 | |
| Compare | ||||