| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,871 | +1.45% | |
| 3 years | ₹1,80,000 | ₹1,97,016 | +9.45% | |
| 5 years | ₹3,00,000 | ₹3,50,503 | +16.83% | |
| 10 years | ₹6,00,000 | ₹8,24,810 | +37.47% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bank Of Baroda | Financial | CD | 6.44% |
| LIC Housing Finance Ltd. | Financial | Debenture | 5.69% |
| GOI | Sovereign | GOI Sec | 4.29% |
| Delhi International Airport Ltd. | Services | NCD | 4.15% |
| Tamilnadu State | Others | SDL | 4.11% |
| 360 ONE Wealth Ltd. | Financial | NCD | 3.70% |
| Small Industries Devp. Bank of India Ltd. | Financial | NCD | 3.64% |
| Aditya Birla Renewables Ltd. | Energy | Bonds/NCD | 3.60% |
| Aditya Birla Digital Fashion Ventures Ltd. | Services | Debenture | 3.60% |
| JTPM Metal Traders Ltd. | Metals & Mining | Debenture | 3.57% |
| Housing & Urban Development Corporation Ltd. | Financial | Debenture | 3.56% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 3.56% |
| GOI | Sovereign | GOI Sec | 3.52% |
| Vedanta Ltd - Pref. Shares 7.50 | Metals & Mining | Debenture | 3.50% |
| Karnataka State | Others | SDL | 3.43% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds/NCD | 3.42% |
| JSW Kalinga Steel Ltd. | Metals & Mining | Debenture | 3.39% |
| Siddhivinayak Securitisation Trust | Others | Sec. Debt | 3.38% |
| Union Bank of India | Financial | CD | 3.22% |
| Muthoot Fincorp Ltd. | Financial | CP | 3.20% |
| MAS Financial Services Ltd. | Financial | Debenture | 2.94% |
| Motilal Oswal Finevest Ltd. | Financial | Bonds | 2.89% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 2.86% |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | Debenture | 2.60% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 2.11% |
| Dhruva Trust | Others | Sec. Debt | 1.97% |
| Indostar Capital Finance Ltd. | Financial | Debenture | 1.37% |
| Cube Highways Trust | Services | Debenture | 1.37% |
| GOI | Sovereign | GOI Sec | 1.36% |
| Vajra Trust | Others | Sec. Debt | 1.13% |
| Embassy Office Parks REIT | Construction | Debenture | 0.82% |
| Indostar Capital Finance Ltd. | Financial | Debenture | 0.74% |
| Shriram Finance Ltd | Financial | Sec. Debt | 0.02% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +6.7% | +5.8% | +6.5% | +6.9% |
| Category average (Debt Medium Duration) | +7.6% | +6.6% | +7.0% | -- |
| Rank (Debt Medium Duration) | 6 | 8 | -- | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
HDFC Medium Term Debt Fund Growth | +3.90% | +6.66% | 3,746.29 | |
SBI Medium Duration Fund Growth | +3.79% | +6.66% | 6,410.46 | |
DSP Bond Retail Growth | +2.66% | +6.39% | 288.40 | |
Bandhan Medium Duration Fund Growth | +2.65% | +5.93% | 1,294.26 | |
Invesco India Medium Duration Fund Growth | +2.02% | +5.85% | 167.25 | |
| Compare | ||||