| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,429 | +2.38% | |
| 3 years | ₹1,80,000 | ₹1,99,247 | +10.69% | |
| 5 years | ₹3,00,000 | ₹3,53,513 | +17.84% | |
| 10 years | ₹6,00,000 | ₹8,41,497 | +40.25% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Hindustan Petroleum Corporation Ltd. | Energy | Bonds/NCD | 6.94% |
| LIC Housing Finance Ltd. | Financial | Debenture | 6.89% |
| Grasim Industries Ltd. | Construction | Debenture | 6.87% |
| REC Ltd. | Financial | Debenture | 6.87% |
| Export-Import Bank Of India | Financial | Debenture | 6.85% |
| Sundaram Finance Ltd. | Financial | Debenture | 6.84% |
| Bajaj Housing Finance Ltd. | Financial | NCD | 6.80% |
| Bajaj Finance Ltd. | Financial | Debenture | 6.79% |
| Axis Bank Ltd. | Financial | CD | 6.70% |
| Union Bank of India | Financial | CD | 6.68% |
| Kotak Mahindra Bank Ltd. | Financial | CD | 6.57% |
| Power Grid Corporation Of India Ltd. | Energy | Debenture | 5.49% |
| GOI | Sovereign | GOI Sec | 5.39% |
| GOI | Sovereign | GOI Sec | 4.26% |
| GOI | Sovereign | GOI Sec | 2.70% |
| GOI | Sovereign | GOI Sec | 2.06% |
| Reserve Bank of India | Financial | T-Bills | 0.53% |
| Karnataka State | Others | SDL | 0.08% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.2% | +6.0% | +7.2% | +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) | |
|---|---|---|---|---|
Nippon India Short Duration Fund Direct Growth | +7.51% | +8.04% | 8,367.04 | |
Axis Short Duration Fund Direct Growth | +7.62% | +8.00% | 11,859.67 | |
Aditya Birla Sun Life Short Term Direct Fund Direct Growth | +7.40% | +7.97% | 9,386.17 | |
HDFC Short Term Debt Fund Direct Plan Growth | +7.27% | +7.89% | 17,271.28 | |
SBI Short Term Debt Fund Direct Growth | +7.15% | +7.70% | 17,213.15 | |
| Compare | ||||