| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,158 | +1.93% | |
| 3 years | ₹1,80,000 | ₹1,96,821 | +9.35% | |
| 5 years | ₹3,00,000 | ₹3,47,346 | +15.78% | |
| 10 years | ₹6,00,000 | ₹8,10,383 | +35.06% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Hindustan Petroleum Corporation Ltd. | Energy | Bonds/NCD | 7.05% |
| LIC Housing Finance Ltd. | Financial | Debenture | 7.03% |
| Grasim Industries Ltd. | Construction | Debenture | 7.02% |
| REC Ltd. | Financial | Debenture | 7.01% |
| Sundaram Finance Ltd. | Financial | Debenture | 7.00% |
| Export-Import Bank Of India | Financial | Debenture | 7.00% |
| Axis Bank Ltd. | Financial | CD | 6.91% |
| Bajaj Housing Finance Ltd. | Financial | NCD | 6.91% |
| Bajaj Finance Ltd. | Financial | Debenture | 6.90% |
| Union Bank of India | Financial | CD | 6.89% |
| Kotak Mahindra Bank Ltd. | Financial | CD | 6.77% |
| Power Grid Corporation Of India Ltd. | Energy | Debenture | 5.60% |
| GOI | Sovereign | GOI Sec | 4.27% |
| GOI | Sovereign | GOI Sec | 4.06% |
| GOI | Sovereign | GOI Sec | 2.07% |
| Reserve Bank of India | Financial | T-Bills | 0.55% |
| Karnataka State | Others | SDL | 0.08% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +6.5% | +5.3% | +6.3% | +6.7% |
| Category average (Debt Short Duration) | +7.1% | +5.9% | +6.6% | -- |
| Rank (Debt Short Duration) | 21 | 19 | -- | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
HDFC Savings Fund Growth | +5.59% | +8.23% | 5,433.30 | |
ICICI Prudential Short Term Fund Growth | +6.15% | +7.41% | 20,688.43 | |
HDFC Short Term Debt Fund Growth | +5.87% | +7.38% | 14,727.92 | |
Nippon India Short Duration Fund Growth | +5.85% | +7.21% | 6,631.95 | |
Sundaram Short Term Debt Fund Growth | +12.83% | +5.33% | 361.74 | |
| Compare | ||||