| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,476 | +2.46% | |
| 3 years | ₹1,80,000 | ₹1,99,377 | +10.76% | |
| 5 years | ₹3,00,000 | ₹3,52,979 | +17.66% | |
| 10 years | ₹6,00,000 | ₹8,42,217 | +40.37% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Hindustan Petroleum Corporation Ltd. | Energy | Bonds/NCD | 5.88% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 5.83% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 5.83% |
| LIC Housing Finance Ltd. | Financial | Debenture | 5.83% |
| Grasim Industries Ltd. | Construction | Debenture | 5.81% |
| REC Ltd. | Financial | Debenture | 5.81% |
| Export-Import Bank Of India | Financial | Debenture | 5.79% |
| Sundaram Finance Ltd. | Financial | Debenture | 5.78% |
| Power Finance Corporation Ltd. | Financial | Debenture | 5.76% |
| Bajaj Housing Finance Ltd. | Financial | NCD | 5.74% |
| Bajaj Finance Ltd. | Financial | Debenture | 5.73% |
| HDFC Bank Ltd. | Financial | CD | 5.69% |
| Union Bank of India | Financial | CD | 5.58% |
| GOI | Sovereign | GOI Sec | 4.90% |
| Power Grid Corporation Of India Ltd. | Energy | Debenture | 4.64% |
| GOI | Sovereign | GOI Sec | 3.58% |
| GOI | Sovereign | GOI Sec | 2.32% |
| GOI | Sovereign | GOI Sec | 2.28% |
| Reserve Bank of India | Financial | T-Bills | 0.46% |
| Reserve Bank of India | Financial | T-Bills | 0.44% |
| Karnataka State | Others | SDL | 0.07% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.3% | +5.8% | +7.2% | +7.2% |
| Category average (Debt Short Duration) | +7.1% | +5.9% | +6.6% | -- |
| Rank (Debt Short Duration) | 23 | 20 | -- | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Short Term Fund Direct Plan Growth | +8.17% | +8.23% | 20,935.22 | |
Axis Short Duration Fund Direct Growth | +8.18% | +8.02% | 12,707.93 | |
Aditya Birla Sun Life Short Term Direct Fund Direct Growth | +7.88% | +8.02% | 10,574.78 | |
Nippon India Short Duration Fund Direct Growth | +7.97% | +8.01% | 9,723.46 | |
HDFC Short Term Debt Fund Direct Plan Growth | +7.73% | +7.91% | 18,078.88 | |
| Compare | ||||