| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,255 | +2.09% | |
| 3 years | ₹1,80,000 | ₹1,98,868 | +10.48% | |
| 5 years | ₹3,00,000 | ₹3,52,984 | +17.66% | |
| 10 years | ₹6,00,000 | ₹8,41,511 | +40.25% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 20.37% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 9.37% |
| Tata Capital Housing Finance Ltd. | Financial | Bonds | 7.91% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 7.55% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 7.51% |
| GOI | Sovereign | GOI Sec | 5.67% |
| Export-Import Bank Of India | Financial | Bonds | 3.76% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 3.71% |
| HDFC Bank Ltd. | Financial | CD | 3.65% |
| Punjab National Bank | Financial | CD | 3.54% |
| Tata Capital Financial Services Ltd. | Financial | Bonds | 3.39% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 3.01% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 2.63% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 1.88% |
| Power Finance Corporation Ltd. | Financial | Bonds | 1.88% |
| REC Ltd. | Financial | Debenture | 1.88% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 1.87% |
| Axis Bank Ltd. | Financial | CD | 1.82% |
| Axis Bank Ltd. | Financial | CD | 1.80% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.75% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 0.74% |
| Canara Bank | Financial | CD | 0.71% |
| Tata Capital Financial Services Ltd. | Financial | NCD | 0.60% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.38% |
| Gujarat State | Construction | SDL | 0.38% |
| Tamilnadu State | Others | SDL | 0.15% |
| GOI | Sovereign | GOI Sec | 0.02% |
| GOI | Sovereign | GOI Sec | 0.01% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.2% | +5.9% | +7.1% | +7.5% |
| Category average (Debt Medium Duration) | +7.6% | +6.6% | +7.0% | -- |
| Rank (Debt Medium Duration) | 10 | 11 | 8 | -- |
| 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 | ||||