Friday, May 6, 2016

Debt Mutual Funds Comparable with Bank FD

                              Debt Mutual Funds Comparable With Bank FD
SIP Available
Fund
Launch Date
AUM
NAV
1 Yr
3 Yr
5 Yr
Birla Medium Term

March 2009
4500 Cr
18.82
9.53%
10.50%
10.57%
Reliance Regular Savings Fund
Jun 2005
6500 cr
20.81
9%
9.28%
9.29%
SBI Corporate Bond Fund

Jul 2004
800 Cr
24
9.67%
10.41%
10%
UTI Income Opportunities Fund
Nov 2012
1500 Cr
13.60
8.65%
9.14%
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Income Tax Rule –
10% flat or 20% with Indexation whichever is lower after 3 Years

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