| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,435 | +2.39% | |
| 3 years | ₹1,80,000 | ₹1,98,341 | +10.19% | |
| 5 years | ₹3,00,000 | ₹3,52,921 | +17.64% | |
| 10 years | ₹6,00,000 | ₹8,37,218 | +39.54% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HINDUSTAN PETROLEUM CORPORATION LIMITED SR I 7.74 NCD 02MR28 FVRS1LAC | Energy & Utilities | Bonds/NCDs | 8.44% |
| GRASIM INDUSTRIES LIMITED SR I 7.50 LOA 10JU27 FVRS10LAC | Materials | Debenture | 8.40% |
| REC LIMITED SR 232 A 7.59 BD 31MY27 FVRS1LAC | Financial | Debenture | 8.40% |
| SUNDARAM FINANCE LIMITED SR Y4 7.75 NCD 11DC26 FVRS1LAC | Financial | Debenture | 8.39% |
| Export-Import Bank Of India SR.T.09 Debenture 7.25 01/02/2027 | Financial | Debenture | 8.37% |
| AXIS BANK LIMITED CD 11JUN26 | Financial | Certificate of Deposit | 8.32% |
| BAJAJ HOUSING FINANCE LIMITED 7.02 NCD 26MY28 FVRS1LAC | Financial | Non Convertible Debenture | 8.28% |
| BAJAJ FINANCE LIMITED 7.11 NCD 10JL28 FVRS1LAC | Financial | Debenture | 8.25% |
| KOTAK MAHINDRA BANK LIMITED CD 24SEP26 | Financial | Certificate of Deposit | 8.16% |
| Power Grid Corpn. Of India Ltd. 7.2 09/08/2027 | Energy & Utilities | Debenture | 6.70% |
| GOVERNMENT OF INDIA 36204 GOI 14JL32 6.28 FV RS 100 | Entities | GOI Securities | 4.87% |
| Repo | Unspecified | Repo | 4.70% |
| Net Receivables | Unspecified | Net Receivables | 3.33% |
| GOVERNMENT OF INDIA 36981 GOI 27JN33 6.68 FV RS 100 | Entities | GOI Securities | 2.48% |
| GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100 | Entities | GOI Securities | 1.61% |
| GOVERNMENT OF INDIA 36428 364 DAYS TBILL 10SP26 FV RS 100 | Financial | Treasury Bills | 0.66% |
| Others Class A2 AIF | Unspecified | Alternative Investment Fund | 0.54% |
| Karnataka State SDL 7.86 15/03/2027 | Unspecified | State Development Loan | 0.10% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.0% | +5.9% | +7.1% | +7.2% |
| Category average (Debt Short Duration) | +7.1% | +5.9% | +6.6% | -- |
| Rank (Debt Short Duration) | 24 | 21 | -- | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +5.84% | +7.92% | 21,228.52 | ||
| +5.49% | +7.73% | 8,734.20 | ||
| +5.16% | +7.71% | 7,246.59 | ||
| +5.18% | +7.60% | 14,864.06 | ||
| +5.23% | +7.56% | 8,376.11 | ||
| Compare | ||||