| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,617 | +2.70% | |
| 3 years | ₹1,80,000 | ₹2,00,562 | +11.42% | |
| 5 years | ₹3,00,000 | ₹3,56,669 | +18.89% | |
| 10 years | ₹6,00,000 | ₹8,54,987 | +42.50% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 4.95% |
| GOI | Sovereign | GOI Sec | 4.63% |
| GOI | Sovereign | GOI Sec | 4.31% |
| Bharti Telecom Ltd. | Communication | Debenture | 4.13% |
| India Universal Trust AL1 | Others | Sec. Debt | 3.84% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 3.51% |
| GOI | Sovereign | GOI Sec | 3.49% |
| Gujarat State | Construction | SDL | 3.26% |
| Bajaj Finance Ltd. | Financial | Debenture | 2.86% |
| HDFC Bank Ltd. | Financial | CD | 2.56% |
| Muthoot Finance Ltd. | Financial | Debenture | 2.46% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 2.17% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 2.16% |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | Debenture | 2.13% |
| Bajaj Housing Finance Ltd. | Financial | NCD | 2.12% |
| India Infrastructure Finance Company Ltd. | Construction | Bonds/NCD | 2.07% |
| Power Finance Corporation Ltd. | Financial | Debenture | 1.79% |
| GOI | Sovereign | GOI Sec | 1.74% |
| GOI | Sovereign | GOI FRB | 1.43% |
| Export-Import Bank Of India | Financial | Bonds | 1.43% |
| REC Ltd. | Financial | Debenture | 1.43% |
| Bajaj Finance Ltd. | Financial | Debenture | 1.42% |
| Export-Import Bank Of India | Financial | Debenture | 1.41% |
| LIC Housing Finance Ltd. | Financial | Bonds | 1.41% |
| REC Ltd. | Financial | Debenture | 1.41% |
| Power Finance Corporation Ltd. | Financial | Bonds/Deb | 1.41% |
| Tata Capital Housing Finance Ltd. | Financial | NCD | 1.40% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 1.40% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 1.39% |
| ICICI Home Finance Company Ltd. | Financial | Bonds | 1.38% |
| Bajaj Finance Ltd. | Financial | Debenture | 1.38% |
| LIC Housing Finance Ltd. | Financial | Debenture | 1.37% |
| Export-Import Bank Of India | Financial | Bonds | 1.37% |
| Export-Import Bank Of India | Financial | Bonds | 1.36% |
| Bharti Telecom Ltd. | Communication | Debenture | 1.36% |
| REC Ltd. | Financial | NCD | 1.02% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.82% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.73% |
| REC Ltd. | Financial | Debenture | 0.73% |
| LIC Housing Finance Ltd. | Financial | FRB | 0.73% |
| REC Ltd. | Financial | Debenture | 0.72% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.72% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 0.72% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Bonds/NCD | 0.72% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.72% |
| Bajaj Housing Finance Ltd. | Financial | NCD | 0.71% |
| Tata Capital Financial Services Ltd. | Financial | Bonds | 0.71% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.71% |
| Tata Capital Housing Finance Ltd. | Financial | Bonds/NCD | 0.71% |
| GOI | Sovereign | GOI Sec | 0.71% |
| REC Ltd. | Financial | Bonds | 0.70% |
| LIC Housing Finance Ltd. | Financial | Bonds/Deb | 0.70% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.70% |
| Uttar Pradesh State | Others | SDL | 0.69% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.69% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.69% |
| Jio Credit Ltd. | Financial | Bonds/NCD | 0.69% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Debenture | 0.68% |
| National Housing Bank | Financial | Bonds | 0.68% |
| Mindspace Business Parks REIT | Construction | Debenture | 0.67% |
| HDFC Bank Ltd. | Financial | CD | 0.64% |
| Torrent Pharmaceuticals Ltd. | Healthcare | NCD | 0.52% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.20% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Bonds | 0.14% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.14% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.9% | +6.4% | +7.3% | +7.8% |
| Category average (Debt Short Duration) | +7.1% | +5.9% | +6.6% | -- |
| Rank (Debt Short Duration) | 17 | 17 | 10 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Nippon India Short Duration Fund Direct Growth | +8.24% | +8.30% | 8,683.99 | |
Axis Short Duration Fund Direct Growth | +8.27% | +8.24% | 11,708.64 | |
Aditya Birla Sun Life Short Term Direct Fund Direct Growth | +7.99% | +8.19% | 9,747.73 | |
HDFC Short Term Debt Fund Direct Plan Growth | +7.84% | +8.08% | 17,416.20 | |
SBI Short Term Debt Fund Direct Growth | +7.84% | +7.95% | 17,219.19 | |
| Compare | ||||