| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,072 | +1.79% | |
| 3 years | ₹1,80,000 | ₹1,97,491 | +9.72% | |
| 5 years | ₹3,00,000 | ₹3,49,510 | +16.50% | |
| 10 years | ₹6,00,000 | ₹8,22,840 | +37.14% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Sundaram Finance Ltd. | Financial | Debenture | 3.65% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 3.29% |
| Shivshakti Securitisation Trust | Others | Sec. Debt | 2.72% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 2.72% |
| Power Finance Corporation Ltd. | Financial | Bonds | 2.65% |
| Embassy Office Parks REIT | Construction | Debenture | 2.61% |
| Bajaj Finance Ltd. | Financial | NCD | 2.12% |
| NTPC Ltd. | Energy | Debenture | 2.05% |
| Hindustan Zinc Ltd. | Metals & Mining | Debenture | 1.97% |
| ICICI Bank Ltd. | Financial | CD | 1.86% |
| Mindspace Business Parks REIT | Construction | Debenture | 1.57% |
| Maharashtra State | Others | SDL | 1.51% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 1.41% |
| Bharti Telecom Ltd. | Communication | Debenture | 1.40% |
| Indian Oil Corporation Ltd. | Energy | Debenture | 1.39% |
| REC Ltd. | Financial | Debenture | 1.39% |
| Reliance Industries Ltd. | Energy | NCD | 1.39% |
| Kotak Mahindra Prime Ltd. | Financial | NCD | 1.39% |
| Bajaj Housing Finance Ltd. | Financial | NCD | 1.38% |
| REC Ltd. | Financial | Debenture | 1.37% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 1.37% |
| Tamilnadu State | Others | SDL | 1.35% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 1.35% |
| Maharashtra State | Others | SDL | 1.32% |
| Bharti Telecom Ltd. | Communication | Debenture | 1.31% |
| Canara Bank | Financial | CD | 1.31% |
| Kotak Mahindra Bank Ltd. | Financial | CD | 1.25% |
| Axis Bank Ltd. | Financial | CD | 1.24% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 1.24% |
| National Bank For Agriculture & Rural Development | Financial | CD | 1.24% |
| HDFC Bank Ltd. | Financial | CD | 1.24% |
| Export-Import Bank Of India | Financial | CD | 1.23% |
| Canara Bank | Financial | CD | 1.23% |
| GOI | Sovereign | GOI Sec | 1.23% |
| Punjab National Bank | Financial | CD | 1.23% |
| Bank Of Baroda | Financial | CD | 1.23% |
| GOI | Sovereign | GOI Sec | 1.21% |
| REC Ltd. | Financial | Bonds | 1.19% |
| Radhakrishna Securitisation Trust | Others | Sec. Debt | 1.16% |
| Small Industries Devp. Bank of India Ltd. | Financial | CP | 1.16% |
| Maharashtra State | Others | SDL | 1.05% |
| Reliance Industries Ltd. | Energy | Debenture | 0.99% |
| National Housing Bank | Financial | Debenture | 0.98% |
| India Universal Trust AL1 | Others | Sec. Debt | 0.86% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.80% |
| GOI | Sovereign | GOI Sec | 0.80% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.70% |
| Bajaj Finance Ltd. | Financial | Bonds | 0.70% |
| REC Ltd. | Financial | Debenture | 0.70% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.70% |
| NTPC Ltd. | Energy | NCD | 0.69% |
| Kotak Mahindra Prime Ltd. | Financial | Bonds | 0.69% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.69% |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | Debenture | 0.69% |
| Karnataka State | Others | SDL | 0.69% |
| Indian Oil Corporation Ltd. | Energy | Debenture | 0.68% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 0.68% |
| Gujarat State | Construction | SDL | 0.67% |
| Tamilnadu State | Others | SDL | 0.67% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.67% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.67% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.66% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.66% |
| Karnataka State | Others | SDL | 0.66% |
| Tamilnadu State | Others | SDL | 0.66% |
| National Housing Bank | Financial | Bonds | 0.66% |
| Export-Import Bank Of India | Financial | NCD | 0.66% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 0.66% |
| Gujarat State | Construction | SDL | 0.65% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.65% |
| REC Ltd. | Financial | Debenture | 0.65% |
| Embassy Office Parks REIT | Construction | Debenture | 0.65% |
| Jio Credit Ltd. | Financial | Debenture | 0.65% |
| Siddhivinayak Securitisation Trust | Others | Sec. Debt | 0.65% |
| Tamilnadu State | Others | SDL | 0.64% |
| India Universal Trust AL1 | Others | Sec. Debt | 0.62% |
| Embassy Office Parks REIT | Construction | NCD | 0.40% |
| Embassy Office Parks REIT | Construction | Debenture | 0.39% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.27% |
| Karnataka State | Others | SDL | 0.26% |
| India Universal Trust AL1 | Others | Sec. Debt | 0.16% |
| Gujarat State | Construction | SDL | 0.15% |
| REC Ltd. | Financial | IRS | 0.03% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +6.7% | +5.5% | +6.1% | +6.9% |
| Category average (Debt Short Duration) | +7.1% | +5.9% | +6.6% | -- |
| Rank (Debt Short Duration) | 12 | 13 | -- | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
HDFC Savings Fund Growth | +5.59% | +8.23% | 5,433.30 | |
ICICI Prudential Short Term Fund Growth | +5.47% | +7.23% | 20,688.43 | |
HDFC Short Term Debt Fund Growth | +5.17% | +7.20% | 14,727.92 | |
Axis Short Duration Fund Growth | +5.31% | +7.07% | 8,341.56 | |
Sundaram Short Term Debt Fund Growth | +12.83% | +5.33% | 361.74 | |
| Compare | ||||