| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,468 | +0.78% | |
| 3 years | ₹1,80,000 | ₹1,94,364 | +7.98% | |
| 5 years | ₹3,00,000 | ₹3,45,474 | +15.16% | |
| 10 years | ₹6,00,000 | ₹7,99,547 | +33.26% |
| 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 | +5.9% | +5.2% | +6.1% | +7.7% |
| Category average (Debt Medium to Long Duration) | +6.8% | +5.2% | +6.4% | -- |
| Rank (Debt Medium to Long Duration) | 3 | 5 | 8 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Bond Fund Growth | +1.84% | +6.45% | 2,700.19 | |
LIC MF Medium to Long Duration Fund Growth | +1.56% | +5.88% | 187.08 | |
HDFC Income Fund Growth | +0.34% | +5.59% | 826.32 | |
Kotak Bond Fund Growth | +0.68% | +5.55% | 1,882.05 | |
Aditya Birla Sun Life Income Fund Growth | +0.29% | +5.37% | 1,761.48 | |
| Compare | ||||