| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,485 | +2.48% | |
| 3 years | ₹1,80,000 | ₹2,00,276 | +11.26% | |
| 5 years | ₹3,00,000 | ₹3,55,684 | +18.56% | |
| 10 years | ₹6,00,000 | ₹8,53,457 | +42.24% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 9.02% |
| GOI | Sovereign | GOI Sec | 4.81% |
| Bharti Telecom Ltd. | Communication | Debenture | 3.89% |
| India Universal Trust AL1 | Others | Sec. Debt | 3.67% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 3.31% |
| GOI | Sovereign | GOI Sec | 3.29% |
| Gujarat State | Construction | SDL | 3.17% |
| GOI | Sovereign | GOI Sec | 2.71% |
| Bajaj Finance Ltd. | Financial | Debenture | 2.70% |
| HDFC Bank Ltd. | Financial | CD | 2.42% |
| Muthoot Finance Ltd. | Financial | Debenture | 2.32% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 2.06% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 2.04% |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | Debenture | 2.01% |
| Bajaj Housing Finance Ltd. | Financial | NCD | 2.00% |
| India Infrastructure Finance Company Ltd. | Construction | Bonds/NCD | 1.96% |
| Power Finance Corporation Ltd. | Financial | Debenture | 1.69% |
| GOI | Sovereign | GOI Sec | 1.69% |
| LIC Housing Finance Ltd. | Financial | Debenture | 1.40% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 1.38% |
| Export-Import Bank Of India | Financial | Bonds | 1.38% |
| REC Ltd. | Financial | Debenture | 1.36% |
| Export-Import Bank Of India | Financial | Bonds | 1.36% |
| GOI | Sovereign | GOI FRB | 1.35% |
| LIC Housing Finance Ltd. | Financial | Bonds | 1.34% |
| Bajaj Finance Ltd. | Financial | Debenture | 1.34% |
| Power Finance Corporation Ltd. | Financial | Bonds/Deb | 1.33% |
| REC Ltd. | Financial | Debenture | 1.33% |
| Export-Import Bank Of India | Financial | Debenture | 1.33% |
| Tata Capital Housing Finance Ltd. | Financial | NCD | 1.32% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 1.32% |
| REC Ltd. | Financial | Debenture | 1.32% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 1.32% |
| Power Finance Corporation Ltd. | Financial | Debenture | 1.31% |
| ICICI Home Finance Company Ltd. | Financial | Bonds | 1.30% |
| Bajaj Finance Ltd. | Financial | Debenture | 1.30% |
| Export-Import Bank Of India | Financial | Bonds | 1.30% |
| Bharti Telecom Ltd. | Communication | Debenture | 1.28% |
| REC Ltd. | Financial | NCD | 0.97% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.80% |
| LIC Housing Finance Ltd. | Financial | FRB | 0.69% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.69% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.69% |
| National Housing Bank | Financial | Bonds | 0.69% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.68% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 0.68% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.68% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Bonds/NCD | 0.68% |
| REC Ltd. | Financial | Debenture | 0.67% |
| GOI | Sovereign | GOI Sec | 0.67% |
| Tata Capital Housing Finance Ltd. | Financial | Bonds/NCD | 0.67% |
| Tata Capital Financial Services Ltd. | Financial | Bonds | 0.67% |
| Bajaj Housing Finance Ltd. | Financial | NCD | 0.67% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.66% |
| LIC Housing Finance Ltd. | Financial | Bonds/Deb | 0.66% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.65% |
| Uttar Pradesh State | Others | SDL | 0.65% |
| Jio Credit Ltd. | Financial | Bonds/NCD | 0.65% |
| Mindspace Business Parks REIT | Construction | Debenture | 0.64% |
| HDFC Bank Ltd. | Financial | CD | 0.60% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.19% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.13% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Bonds | 0.13% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.6% | +6.1% | +7.3% | +7.8% |
| Category average (Debt Short Duration) | +7.1% | +5.9% | +6.6% | -- |
| Rank (Debt Short Duration) | 17 | 16 | 10 | -- |
| 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 | ||||