Top Debt Mutual Funds Performance as of Dec 2012

Top Debt Mutual Funds Performance as of Dec 2012

 Debt Mutual Funds Performance, Balanced Funds, Ultra Short Term, Monthly Income Plans, FMP's, Indexation , Tax Benefits

Here is the Top Balanced & Debt Mutual Fund Performers as of Dec 2012 

Balanced Fund
Scheme Inception Date Return 1 yr % Return 3 yr %
HDFC Children’s Gift Fund ~ Inv Plan Feb 09 2001 17.1 15.79
HDFC Balanced Aug 10 2000 16.83 13.44
ICICI Pru Balanced Oct 07 1999 21.8 12.16
Income Medium Term
Scheme Inception Date Return 1 yr % Return 3 yr %
SBI Dynamic Bond Jan 13 2004 11.99 9.51
Escorts Income May 22 1998 12.16 9.09
Birla Sun Life Medium Term Mar 25 2009 11.1 8.64
Monthly Income Plans
Scheme Inception Date Return 1 yr % Return 3 yr %
Canara Robeco MIP Apr 01 2001 11.54 8.44
SBI Magnum MIP Floater Nov 30 2005 10.66 8.19
Reliance MIP Dec 29 2003 15.52 8.09
Debt Floating Rate
Scheme Inception Date Return 6 mths % Return 1 yr %
FT India Life Stage FOF 50s + Floating Rate Jul 02 2004 6.39 11.14
HDFC Floating Rate Income LT Jan 08 2003 5.33 10.88
L&T Floating Rate Oct 27 2010 5.58 10.67
Debt Ultra Short Term
Scheme Inception Date Return 6 mths % Return 1 yr %
Birla Sun Life ST Opportunities Jun 27 2008 5.77 11.13
HDFC Floating Rate Income LT Jan 08 2003 5.33 10.88
Escorts Short Term Debt Dec 28 2005 5.66 10.73
Debt Income  Short Term
Scheme Inception Date Return 6 mths % Return 1 yr %
UTI Income Short Term Income Builder Jun 24 2003 5.45 10.55
SBI Short term Debt Jul 27 2007 5.52 10.52
IDFC SSI Short Term – Plan D Sep 02 2005 5.34 10.42
Debt Liquid Money Markets
Scheme Inception Date Return 1 mths % Return 3 months %
Escorts Liquid Sep 29 2005 0.81 2.46
Tata Liquidity Management Mar 01 2006 0.71 2.35
Principal Retail Money Manager Dec 27 2007 0.73 2.23

Many investors are ignorant of the advantages of investing debt funds investment avenue as an asset class. They prefer to keep funds in FD’s and other traditional debt instruments like PPF/KVP’s/NSC/Post Office etc ~ primarily due to lack of knowledge. You can know more about this debt funds here.

 

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