| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,499 | +0.83% | |
| 3 years | ₹1,80,000 | ₹1,96,375 | +9.10% | |
| 5 years | ₹3,00,000 | ₹3,51,868 | +17.29% | |
| 10 years | ₹6,00,000 | ₹8,28,122 | +38.02% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 12.93% |
| GOI | Sovereign | GOI Sec | 12.16% |
| Gujarat State | Construction | SDL | 11.24% |
| GOI | Sovereign | GOI Sec | 10.63% |
| REC Ltd. | Financial | Bonds | 8.27% |
| HDFC Bank Ltd. | Financial | CD | 7.67% |
| Small Industries Devp. Bank of India Ltd. | Financial | NCD | 5.59% |
| Power Finance Corporation Ltd. | Financial | Bonds | 5.42% |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | Debenture | 5.41% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 4.18% |
| Maharashtra State | Others | SDL | 2.80% |
| GOI | Sovereign | GOI Sec | 2.77% |
| GOI | Sovereign | GOI Sec | 2.70% |
| Maharashtra State | Others | SDL | 1.30% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +6.7% | +5.8% | +6.7% | +7.0% |
| Category average (Debt Medium to Long Duration) | +6.8% | +5.2% | +6.4% | -- |
| Rank (Debt Medium to Long Duration) | 3 | 7 | 9 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Bond Fund Direct Plan Growth | +1.87% | +6.75% | 2,700.19 | |
LIC MF Medium to Long Duration Fund Direct Growth | +1.77% | +6.74% | 187.08 | |
Kotak Bond Fund Direct Growth | +1.28% | +6.56% | 1,882.05 | |
HDFC Income Fund Direct Growth | +0.55% | +6.13% | 826.32 | |
Canara Robeco Income Direct Growth | +1.25% | +5.82% | 112.76 | |
| Compare | ||||