Listen to this article
A performance report card released by mutual fund distribution house ICICI Securities shows that conservative hybrid funds and credit risk funds are the top two funds in terms of three-year performance.
These funds have delivered CAGR of close to 9.5% over the last three years.
Further, next in the list were Medium duration funds, short duration funds and floater funds. These funds have delivered CAGR of over 5% in three years.
Let’s look at the table to know more.
|
Debt - Category Average Returns |
|
|
Category |
3 Years |
|
Conservative Hybrid |
9.58 |
|
Credit Risk |
9.47 |
|
Medium Duration |
6.01 |
|
Short Duration |
5.33 |
|
Floater |
5.19 |
In terms of 5-year performance, 10-year gilt funds, gilt funds and long duration funds are the top three funds. These funds gave CAGR of over 7% in 5-year time period.
Even in shorter time frame like 6 months and 1-year, long term funds like 10-year gilt funds have performed well.
Let’s look at the complete performance chart of debt funds across categories.
|
Debt - Category Average Returns |
||||||
|
Category |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
10 Years |
|
Liquid |
6.74 |
6.26 |
4.87 |
4.28 |
5.01 |
6.55 |
|
Overnight |
6.36 |
5.99 |
4.68 |
4.12 |
4.59 |
5.94 |
|
Ultra Short Duration |
6.73 |
6.09 |
4.77 |
4.44 |
5.21 |
6.76 |
|
Low Duration |
7.02 |
6.35 |
4.78 |
5.11 |
5.36 |
6.68 |
|
Money Market |
7.19 |
6.44 |
4.93 |
4.51 |
5.85 |
6.85 |
|
Short Duration |
7.20 |
6.79 |
5.26 |
5.33 |
6.04 |
6.96 |
|
Medium Duration |
7.66 |
8.25 |
5.75 |
6.01 |
5.55 |
7.34 |
|
Medium to Long Duration |
8.13 |
7.79 |
4.61 |
4.35 |
6.28 |
6.36 |
|
Long Duration |
10.10 |
10.64 |
4.70 |
3.74 |
7.25 |
7.09 |
|
Conservative Hybrid |
8.50 |
9.81 |
6.83 |
9.58 |
7.18 |
8.26 |
|
Dynamic Bond |
7.68 |
7.31 |
4.69 |
4.64 |
6.67 |
7.13 |
|
Corporate Bond |
7.38 |
6.78 |
4.45 |
4.82 |
6.74 |
7.20 |
|
Credit Risk |
7.56 |
7.09 |
10.33 |
9.47 |
4.41 |
6.48 |
|
Banking and PSU |
7.25 |
6.58 |
4.50 |
4.74 |
6.91 |
7.31 |
|
10 year Gilt |
10.03 |
9.47 |
3.53 |
3.63 |
7.82 |
8.75 |
|
Floater |
7.39 |
6.94 |
4.85 |
5.19 |
6.58 |
7.21 |
|
Capital Protection |
6.60 |
10.42 |
5.89 |
9.95 |
NA |
NA |
|
Index Funds & ETFs (Debt) |
8.21 |
7.60 |
4.41 |
4.27 |
5.75 |
5.86 |
|
Gilt Funds |
8.41 |
7.81 |
4.24 |
3.99 |
7.33 |
7.19 |
|
All returns are annualised |
|
|
|
|
|
|
