| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,642 | +2.74% | |
| 3 years | ₹1,80,000 | ₹1,99,557 | +10.87% | |
| 5 years | ₹3,00,000 | ₹3,54,559 | +18.19% | |
| 10 years | ₹6,00,000 | ₹8,40,769 | +40.13% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| National Bank For Agriculture & Rural Development | Financial | FRB | 3.21% |
| Bharti Telecom Ltd. | Communication | Debenture | 3.16% |
| GOI | Sovereign | GOI Sec | 3.08% |
| HDFC Bank Ltd. | Financial | CD | 3.05% |
| REC Ltd. | Financial | Debenture | 2.77% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 2.75% |
| Axis Bank Ltd. Warrant | Financial | CD | 2.62% |
| HDB Financial Services Ltd. | Financial | Debenture | 2.44% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 1.88% |
| Kotak Mahindra Prime Ltd. | Financial | Debenture | 1.85% |
| Power Finance Corporation Ltd. | Financial | NCD | 1.84% |
| Power Finance Corporation Ltd. | Financial | Debenture | 1.83% |
| Uttar Pradesh State | Others | SDL | 1.76% |
| HDFC Bank Ltd. | Financial | CD | 1.72% |
| Sikka Ports and Terminals Ltd. | Energy | Debenture | 1.59% |
| LIC Housing Finance Ltd. | Financial | NCD | 1.55% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 1.44% |
| GOI | Sovereign | GOI FRB | 1.41% |
| GOI | Sovereign | GOI Sec | 1.39% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 1.37% |
| LIC Housing Finance Ltd. | Financial | NCD | 1.36% |
| LIC Housing Finance Ltd. | Financial | NCD | 1.35% |
| India Universal Trust AL1 | Others | Sec. Debt | 1.31% |
| Bank Of Baroda | Financial | CD | 1.30% |
| Axis Bank Ltd. | Financial | CD | 1.30% |
| Indian Bank | Financial | CD | 1.30% |
| Union Bank of India | Financial | CD | 1.30% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 1.27% |
| Sundaram Finance Ltd. | Financial | Debenture | 1.08% |
| Bajaj Finance Ltd. | Financial | Debenture | 1.07% |
| Gujarat State | Construction | SDL | 1.03% |
| Export-Import Bank Of India | Financial | Bonds | 0.96% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.96% |
| LIC Housing Finance Ltd. | Financial | NCD | 0.95% |
| REC Ltd. | Financial | NCD | 0.95% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.94% |
| NTPC Ltd. | Energy | NCD | 0.94% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.94% |
| Bajaj Housing Finance Ltd. | Financial | Bonds/NCD | 0.94% |
| ICICI Home Finance Company Ltd. | Financial | Bonds | 0.93% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.92% |
| REC Ltd. | Financial | Debenture | 0.92% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.92% |
| Export-Import Bank Of India | Financial | Debenture | 0.92% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.92% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.91% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 0.91% |
| Reserve Bank of India | Financial | T-Bills | 0.89% |
| HDFC Bank Ltd. | Financial | CD | 0.88% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 0.87% |
| Union Bank of India | Financial | CD | 0.87% |
| Standard Chartered Investment & Loan India. Ltd. | Financial | CP | 0.87% |
| HDFC Bank Ltd. | Financial | CD | 0.85% |
| Axis Bank Ltd. | Financial | CD | 0.85% |
| Standard Chartered Investment & Loan India. Ltd. | Financial | CP | 0.85% |
| Bank Of Baroda | Financial | CD | 0.84% |
| Maharashtra State | Others | SDL | 0.73% |
| India Universal Trust AL1 | Others | Sec. Debt | 0.58% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.54% |
| Kotak Mahindra Prime Ltd. | Financial | Debenture | 0.54% |
| LIC Housing Finance Ltd. | Financial | FRB | 0.48% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.48% |
| REC Ltd. | Financial | NCD | 0.48% |
| Kotak Mahindra Prime Ltd. | Financial | NCD | 0.47% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.47% |
| REC Ltd. | Financial | NCD | 0.47% |
| Gujarat State | Construction | SDL | 0.47% |
| HDB Financial Services Ltd. | Financial | Debenture | 0.47% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.46% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.46% |
| Kotak Mahindra Prime Ltd. | Financial | Debenture | 0.46% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.46% |
| REC Ltd. | Financial | Debenture | 0.46% |
| Small Industries Devp. Bank of India Ltd. | Financial | NCD | 0.46% |
| Tata Capital Housing Finance Ltd. | Financial | Bonds | 0.46% |
| Himachal Pradesh State | Others | SDL | 0.46% |
| Madhya Pradesh State | Others | SDL | 0.46% |
| Bajaj Housing Finance Ltd. | Financial | NCD | 0.46% |
| GOI | Sovereign | GOI Sec | 0.45% |
| REC Ltd. | Financial | Bonds | 0.45% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.45% |
| Gujarat State | Construction | SDL | 0.45% |
| Jio Credit Ltd. | Financial | Bonds/NCD | 0.45% |
| Bank Of Baroda | Financial | CD | 0.44% |
| HDFC Bank Ltd. | Financial | CD | 0.44% |
| Canara Bank | Financial | CD | 0.44% |
| ICICI Securities Ltd. | Financial | CP | 0.44% |
| HDFC Bank Ltd. | Financial | CD | 0.43% |
| Axis Bank Ltd. | Financial | CD | 0.43% |
| Union Bank of India | Financial | CD | 0.43% |
| Export-Import Bank Of India | Financial | CD | 0.43% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.38% |
| Maharashtra State | Others | SDL | 0.37% |
| Power Finance Corporation Ltd. | Financial | Bonds/NCD | 0.36% |
| Maharashtra State | Others | SDL | 0.36% |
| Maharashtra State | Others | SDL | 0.35% |
| Uttar Pradesh State | Others | SDL | 0.35% |
| HDB Financial Services Ltd. | Financial | Debenture | 0.19% |
| Maharashtra State | Others | SDL | 0.18% |
| Karnataka State | Others | SDL | 0.18% |
| Maharashtra State | Others | SDL | 0.15% |
| HDB Financial Services Ltd. | Financial | Debenture | 0.11% |
| LIC Housing Finance Ltd. | Financial | Bonds | 0.09% |
| REC Ltd. | Financial | Debenture | 0.09% |
| Gujarat State | Construction | SDL | 0.09% |
| Karnataka State | Others | SDL | 0.09% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Debenture | 0.05% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.4% | +6.1% | +7.0% | +7.1% |
| Category average (Debt Low Duration) | +7.1% | +5.9% | +6.5% | -- |
| Rank (Debt Low Duration) | 18 | 16 | 10 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Axis Treasury Advantage Fund Direct Growth | +7.61% | +7.66% | 5,979.40 | |
Mirae Asset Low Duration Fund Direct Growth | +7.54% | +7.59% | 2,561.99 | |
Sundaram Low Duration Fund Direct Growth | +7.34% | +7.55% | 472.15 | |
LIC MF Low Duration Fund Direct Growth | +7.36% | +7.48% | 1,938.34 | |
Tata Treasury Advantage Direct Plan Growth | +7.26% | +7.44% | 3,563.06 | |
| Compare | ||||