| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,750 | +2.92% | |
| 3 years | ₹1,80,000 | ₹1,99,760 | +10.98% | |
| 5 years | ₹3,00,000 | ₹3,56,405 | +18.80% | |
| 10 years | ₹6,00,000 | ₹8,30,298 | +38.38% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| National Bank For Agriculture & Rural Development | Financial | Debenture | 6.48% |
| HDFC Bank Ltd. | Financial | CD | 3.96% |
| Canara Bank | Financial | CD | 3.95% |
| Godrej Properties Ltd. | Construction | NCD | 3.72% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 3.23% |
| HDFC Bank Ltd. | Financial | CD | 2.63% |
| The Federal Bank Ltd. | Financial | CD | 2.63% |
| GOI | Sovereign | GOI Sec | 2.45% |
| Aditya Birla Renewables Ltd. | Energy | Bonds/NCD | 2.20% |
| REC Ltd. | Financial | Debenture | 2.20% |
| Aadhar Housing Finance Ltd | Financial | Debenture | 2.17% |
| Export-Import Bank Of India | Financial | CD | 1.98% |
| Nuvama Wealth Finance Ltd. | Financial | NCD | 1.49% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 1.48% |
| Power Finance Corporation Ltd. | Financial | NCD | 1.47% |
| REC Ltd. | Financial | Debenture | 1.47% |
| Power Finance Corporation Ltd. | Financial | Debenture | 1.46% |
| Mankind Pharma Ltd. | Healthcare | Bonds/Deb | 1.46% |
| Nuvama Wealth and Investment Limited | Financial | NCD | 1.44% |
| Axis Securities Ltd. | Others | CP | 1.39% |
| Reserve Bank of India | Financial | T-Bills | 1.39% |
| Shriram Pistons & Rings Ltd | Automobile | Debenture | 1.39% |
| Ujjivan Small Finance Bank Ltd. | Financial | CD | 1.38% |
| Equitas Small Finance Bank Ltd. | Financial | CD | 1.38% |
| HDFC Bank Ltd. | Financial | CD | 1.37% |
| Reserve Bank of India | Financial | T-Bills | 1.34% |
| Bank Of Baroda | Financial | CD | 1.34% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 1.34% |
| Axis Bank Ltd. | Financial | CD | 1.33% |
| Union Bank of India | Financial | CD | 1.33% |
| Indian Bank | Financial | CD | 1.33% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 1.33% |
| Indusind Bank Ltd. | Financial | CD | 1.32% |
| National Bank For Agriculture & Rural Development | Financial | CD | 1.32% |
| Motilal Oswal Financial Services Ltd. | Financial | CP | 1.32% |
| Small Industries Devp. Bank of India Ltd. | Financial | CP | 1.32% |
| HDFC Bank Ltd. | Financial | CD | 1.31% |
| Equitas Small Finance Bank Ltd. | Financial | CD | 1.31% |
| Adani Power Ltd. | Energy | Debenture | 1.12% |
| Muthoot Finance Ltd. | Financial | NCD | 1.01% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.88% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.75% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.74% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 0.73% |
| Piramal Finance Pvt. Ltd. | Financial | Bonds/NCD | 0.73% |
| Sundaram Finance Ltd. | Financial | Debenture | 0.73% |
| Sundaram Finance Ltd. | Financial | Debenture | 0.72% |
| LIC Housing Finance Ltd. | Financial | NCD | 0.71% |
| Bajaj Housing Finance Ltd. | Financial | NCD | 0.70% |
| Union Bank of India | Financial | CD | 0.69% |
| IDFC First Bank Ltd. | Financial | CD | 0.69% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 0.68% |
| Axis Bank Ltd. | Financial | CD | 0.68% |
| Bank Of Baroda | Financial | CD | 0.67% |
| Kotak Mahindra Bank Ltd. | Financial | CD | 0.66% |
| IDFC First Bank Ltd. | Financial | CD | 0.66% |
| Axis Bank Ltd. | Financial | CD | 0.66% |
| Indian Bank | Financial | CD | 0.66% |
| Punjab National Bank | Financial | CD | 0.66% |
| Bank Of Baroda | Financial | CD | 0.66% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 0.66% |
| Canara Bank | Financial | CD | 0.66% |
| Reserve Bank of India | Financial | T-Bills | 0.56% |
| Gujarat State | Construction | SDL | 0.44% |
| Gujarat State | Construction | SDL | 0.43% |
| Karnataka State | Others | SDL | 0.29% |
| LIC Housing Finance Ltd. | Financial | NCD | 0.29% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.15% |
| India Universal Trust AL1 | Others | Sec. Debt | 0.13% |
| Roadstar Infra Investment Trust | Construction | InvITs | 0.12% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.4% | +6.3% | +6.5% | +7.1% |
| Category average (Debt Ultra Short Duration) | +6.8% | +5.7% | +6.0% | -- |
| Rank (Debt Ultra Short Duration) | 7 | 9 | 8 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Tata Ultra Short Term Fund Direct Growth | +6.92% | +7.50% | 3,955.37 | |
Axis Ultra Short Duration Fund Direct Growth | +6.85% | +7.49% | 3,958.30 | |
Invesco India Ultra Short Duration Fund Direct Growth | +6.72% | +7.37% | 963.47 | |
UTI Ultra Short Duration Fund Direct Growth | +6.67% | +7.37% | 3,130.01 | |
SBI Ultra Short Duration Fund Direct Growth | +6.59% | +7.26% | 11,847.06 | |
| Compare | ||||