| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,222 | +3.70% | |
| 3 years | ₹1,80,000 | ₹2,04,782 | +13.77% | |
| 5 years | ₹3,00,000 | ₹3,69,537 | +23.18% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 11.28% |
| GOI | Sovereign | GOI Sec | 7.40% |
| Madhya Pradesh State | Others | SDL | 7.38% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 3.86% |
| REC Ltd. | Financial | Debenture | 3.86% |
| GOI | Sovereign | GOI Sec | 3.77% |
| Truhome Finance Ltd. | Financial | NCD | 3.76% |
| Andhra Pradesh State Beverages Corporation Ltd. | Consumer Staples | Bonds | 3.72% |
| Aditya Birla Real Estate Ltd. | Consumer Staples | NCD | 3.71% |
| Godrej Industries Ltd. | Consumer Staples | NCD | 3.70% |
| Kotak Mahindra Investments Ltd. | Financial | NCD | 3.69% |
| Aadhar Housing Finance Ltd | Financial | Debenture | 3.69% |
| Chhattisgarh State | Others | SDL | 3.68% |
| Adani Power Ltd. | Energy | Debenture | 3.67% |
| Siddhivinayak Securitisation Trust | Others | Sec. Debt | 3.67% |
| GOI | Sovereign | GOI Sec | 3.60% |
| Delhi International Airport Ltd. | Services | NCD | 3.00% |
| Indostar Capital Finance Ltd. | Financial | NCD | 2.97% |
| Vedanta Ltd. | Metals & Mining | Debenture | 2.60% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | NCD | 2.27% |
| Arka Fincap Ltd. | Financial | NCD | 2.22% |
| Ashoka Buildcon Ltd. | Construction | NCD | 2.21% |
| National Highways Infra Trust | Construction | Debenture | 1.01% |
| National Highways Infra Trust | Construction | Debenture | 0.93% |
| Telangana State Industrial Infrastructure Corporation Ltd. | Others | Debenture | 0.37% |
| Shriram Finance Ltd | Financial | Sec. Debt | 0.09% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +9.0% | +9.6% | +4.2% | +5.1% |
| Category average (Debt Medium Duration) | +7.6% | +6.6% | +7.0% | -- |
| Rank (Debt Medium Duration) | 3 | 2 | -- | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Aditya Birla Sun Life Medium Term Plan Direct Growth | +10.94% | +10.81% | 2,981.71 | |
HDFC Medium Term Debt Fund Direct Growth | +8.09% | +8.21% | 3,861.91 | |
DSP Bond Direct Growth | +7.54% | +7.86% | 308.94 | |
Invesco India Medium Duration Fund Direct Growth | +7.00% | +7.67% | 172.67 | |
Bandhan Medium Duration Fund Direct Growth | +6.83% | +7.61% | 1,375.47 | |
| Compare | ||||