| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,985 | +3.31% | |
| 3 years | ₹1,80,000 | ₹1,99,661 | +10.92% | |
| 5 years | ₹3,00,000 | ₹3,50,627 | +16.88% | |
| 10 years | ₹6,00,000 | ₹8,37,096 | +39.52% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | CD | 9.60% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 6.53% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 4.21% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 3.78% |
| LIC Housing Finance Ltd. | Financial | FRB | 3.68% |
| Power Finance Corporation Ltd. | Financial | Debenture | 3.04% |
| Reserve Bank of India | Financial | T-Bills | 2.97% |
| National Housing Bank | Financial | NCD | 2.68% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 2.66% |
| Reserve Bank of India | Financial | T-Bills | 2.47% |
| Tata Capital Ltd. | Financial | Debenture | 2.26% |
| Canara Bank | Financial | CD | 2.24% |
| Punjab National Bank | Financial | CD | 2.24% |
| Tata Capital Housing Finance Ltd. | Financial | Debenture | 2.22% |
| Export-Import Bank Of India | Financial | CD | 2.21% |
| ICICI Securities Ltd. | Financial | CP | 1.87% |
| Tata Capital Housing Finance Ltd. | Financial | Bonds | 1.84% |
| Bajaj Housing Finance Ltd. | Financial | NCD | 1.66% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 1.53% |
| REC Ltd. | Financial | Bonds | 1.53% |
| REC Ltd. | Financial | NCD | 1.52% |
| GOI | Sovereign | GOI Sec | 1.51% |
| Reserve Bank of India | Financial | T-Bills | 1.50% |
| Axis Bank Ltd. Warrant | Financial | CD | 1.48% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 1.36% |
| Gujarat State | Construction | SDL | 1.35% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 1.15% |
| Bajaj Housing Finance Ltd. | Financial | Bonds | 1.14% |
| Tata Capital Housing Finance Ltd. | Financial | NCD | 1.13% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 1.13% |
| Reserve Bank of India | Financial | T-Bills | 1.13% |
| Tata Capital Housing Finance Ltd. | Financial | Bonds | 1.07% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.99% |
| National Bank For Agriculture & Rural Development | Financial | FRB | 0.87% |
| Uttar Pradesh State | Others | SDL | 0.79% |
| Bajaj Housing Finance Ltd. | Financial | Bonds/NCD | 0.77% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.77% |
| REC Ltd. | Financial | Debenture | 0.76% |
| Tata Capital Financial Services Ltd. | Financial | Bonds | 0.76% |
| Tata Capital Housing Finance Ltd. | Financial | Debenture | 0.61% |
| Tata Capital Financial Services Ltd. | Financial | Debenture | 0.53% |
| Uttar Pradesh State | Others | SDL | 0.40% |
| Tata Capital Housing Finance Ltd. | Financial | Debenture | 0.38% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.38% |
| Reserve Bank of India | Financial | T-Bills | 0.38% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.38% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.38% |
| Bajaj Housing Finance Ltd. | Financial | NCD | 0.38% |
| HDFC Bank Ltd. | Financial | CD | 0.37% |
| Axis Bank Ltd. | Financial | CD | 0.37% |
| Punjab National Bank | Financial | CD | 0.37% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 0.37% |
| Rajasthan State | Others | SDL | 0.31% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.30% |
| Karnataka State | Others | SDL | 0.27% |
| Rajasthan State | Others | SDL | 0.24% |
| ICICI Securities Ltd. | Financial | CP | 0.22% |
| REC Ltd. | Financial | NCD | 0.19% |
| Rajasthan State | Others | SDL | 0.16% |
| Haryana State | Others | SDL | 0.15% |
| GOI | Sovereign | GOI Sec | 0.11% |
| Karnataka State | Others | SDL | 0.08% |
| Rajasthan State | Others | SDL | 0.08% |
| Maharashtra State | Others | SDL | 0.08% |
| Axis Bank Ltd. | Financial | CD | 0.07% |
| Tamilnadu State | Others | SDL | 0.07% |
| Madhya Pradesh State | Others | SDL | 0.02% |
| Gujarat State | Construction | SDL | 0.02% |
| Gujarat State | Construction | SDL | 0.00% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.3% | +6.0% | +6.9% | +7.5% |
| Category average (Debt Low Duration) | +7.1% | +5.9% | +6.5% | -- |
| Rank (Debt Low Duration) | 20 | 19 | 12 | -- |
| 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 | ||||