| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,384 | +2.31% | |
| 3 years | ₹1,80,000 | ₹2,00,712 | +11.51% | |
| 5 years | ₹3,00,000 | ₹3,59,666 | +19.89% | |
| 10 years | ₹6,00,000 | ₹8,68,274 | +44.71% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| LIC Housing Finance Ltd. | Financial | Debenture | 5.62% |
| Delhi International Airport Ltd. | Services | NCD | 4.14% |
| Tamilnadu State | Others | SDL | 4.07% |
| 360 ONE Wealth Ltd. | Financial | NCD | 3.64% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds/NCD | 3.64% |
| REC Ltd. | Financial | Debenture | 3.61% |
| Small Industries Devp. Bank of India Ltd. | Financial | NCD | 3.60% |
| Aditya Birla Renewables Ltd. | Energy | Bonds/NCD | 3.55% |
| Aditya Birla Digital Fashion Ventures Ltd. | Services | Debenture | 3.55% |
| JTPM Metal Traders Ltd. | Metals & Mining | Debenture | 3.52% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 3.52% |
| Housing & Urban Development Corporation Ltd. | Financial | Debenture | 3.51% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 3.50% |
| GOI | Sovereign | GOI Sec | 3.48% |
| Vedanta Ltd - Pref. Shares 7.50 | Metals & Mining | Debenture | 3.45% |
| JSW Kalinga Steel Ltd. | Metals & Mining | Debenture | 3.40% |
| Bajaj Housing Finance Ltd. | Financial | NCD | 3.40% |
| Karnataka State | Others | SDL | 3.40% |
| Siddhivinayak Securitisation Trust | Others | Sec. Debt | 3.34% |
| Piramal Finance Ltd. | Financial | Debenture | 3.20% |
| Muthoot Fincorp Ltd. | Financial | CP | 3.16% |
| MAS Financial Services Ltd. | Financial | Debenture | 2.89% |
| Motilal Oswal Finevest Ltd. | Financial | Bonds | 2.86% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 2.82% |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | Debenture | 2.58% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 2.09% |
| Dhruva Trust | Others | Sec. Debt | 2.06% |
| Cube Highways Trust | Services | Debenture | 1.35% |
| GOI | Sovereign | GOI Sec | 1.33% |
| Vajra Trust | Others | Sec. Debt | 1.24% |
| GOI | Sovereign | GOI Sec | 1.01% |
| Embassy Office Parks REIT | Construction | Debenture | 0.81% |
| Indostar Capital Finance Ltd. | Financial | Debenture | 0.73% |
| Tamilnadu State | Others | SDL | 0.68% |
| Gujarat State | Construction | SDL | 0.23% |
| Shriram Finance Ltd | Financial | Sec. Debt | 0.05% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +8.0% | +6.8% | +7.5% | +7.8% |
| Category average (Debt Medium Duration) | +7.6% | +6.6% | +7.0% | -- |
| Rank (Debt Medium Duration) | 6 | 7 | -- | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Aditya Birla Sun Life Medium Term Plan Direct Growth | +9.59% | +10.54% | 3,078.17 | |
HDFC Medium Term Debt Fund Direct Growth | +6.43% | +7.91% | 3,696.97 | |
DSP Bond Direct Growth | +5.29% | +7.35% | 303.61 | |
Bandhan Medium Duration Fund Direct Growth | +5.45% | +7.22% | 1,328.86 | |
Invesco India Medium Duration Fund Direct Growth | +4.90% | +7.18% | 174.94 | |
| Compare | ||||