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| Pre-Tax Return | Investment Amount | Redeemed / Maturity Amount | Total Interest / Profit Amount | Annual Interest / Return (%) |
|---|---|---|---|---|
| Fixed Deposit | 100000 | 106,818 | 6,818 | 6.82 |
| HDFC Dynamic Debt Fund - Growth Option | 100000 | 103,133 | 3,133 | 3.13 |
| Post Tax Return | Pre-tax Interest / Profit Amount | Capital Gains Tax | Indexed Amount | Income / Capital Gains Tax | Post Tax Interest / Profit Amount |
|---|---|---|---|---|---|
| Fixed Deposit | 6,818 | Not Applicable | Not Applicable | 2,045 | 4,772 |
| HDFC Dynamic Debt Fund - Growth Option | 3,133 | Short Term | Not Applicable | 940 | 2,193 |
Note:
1. The Fixed deposit interest rate is based on historical State Bank of India Fixed deposit rates for different deposit terms.
2. Short Term in case of debt funds is defined as less than or equal to 3 years.
3. Long Term in case of debt funds is defined as more than 3 years.
4. Short term gain formula:
Short term capital gain = Amount realised - Amount invested
Short term capital gain tax = Short term capital gain * Tax rate of the investor
5. Long term gain formula:
Indexed cost of acquisition = Amount invested * (Index in Year of redemption / Index in year of investment)
Long term capital gain = Amount realised - Indexed Cost of Acquisition
Long term capital gain tax = Long term capital gain (post indexation) @ 20%
| Scheme Name |
Launch Date | Expense Ratio (%) | 1-Year Ret (%) | 2-Yrs Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|---|---|---|
| Edelweiss Dynamic Bond Fund - Regular Plan - Growth Option | 27-06-2008 | 1.01 | 14.09 | 6.94 | 7.68 | 7.92 | 6.97 | 6.7 |
| IDFC Dynamic Bond Fund -Regular Plan-GROWTH | 01-12-2008 | 1.56 | 12.13 | 5.59 | 8.36 | 9.07 | 8.17 | 8.24 |
| Kotak Dynamic Bond Fund Regular Plan Growth | 26-05-2008 | 1.08 | 12.07 | 7.7 | 9.14 | 9.19 | 8.65 | 8.62 |
| DHFL Pramerica Dynamic Bond Fund - Growth Option | 12-01-2012 | 1.28 | 11.86 | 6.25 | 8.89 | 9.45 | - | 8.52 |
| SBI Dynamic Bond Fund - Regular Plan - Growth (Previously Magnum NRI) | Invest Online | 09-02-2004 | 1.64 | 11.53 | 5.58 | 8.44 | 9.03 | 8.45 | 5.8 |
| Axis Dynamic Bond Fund - Growth Option | 27-04-2011 | 1.41 | 11.02 | 5.89 | 7.93 | 8.7 | - | 8.53 |
| HSBC Flexi Debt Fund-Growth | 05-10-2007 | 1.73 | 10.96 | 4.74 | 6.7 | 7.59 | 7.52 | 8.14 |
| HSBC Flexi Debt Fund-Reg.Growth | 05-10-2007 | 1.73 | 10.68 | 4.47 | 6.43 | 7.32 | 7.22 | 7.83 |
| Quantum Dynamic Bond Fund - Regular Plan Growth Option | 01-04-2017 | 0.71 | 10.27 | 5.31 | - | - | - | 6.8 |
| Reliance Dynamic Bond Fund-Growth Plan-Growth Option | 03-11-2004 | 1.97 | 10.19 | 4.69 | 7.39 | 8.35 | 7.95 | 6.58 |
| Mirae Asset Dynamic Bond Fund-Regular Plan Growth | 05-03-2017 | 1.46 | 10.15 | 5.46 | - | - | - | 5.89 |
| L&T Flexi Bond Fund - Regular Plan - Growth | 24-08-2006 | 1.59 | 10.12 | 5.89 | 7.9 | 8.94 | 5.31 | 5.73 |
| Union Dynamic Bond Fund - Growth Option | 13-02-2012 | 1.49 | 9.91 | 4.84 | 6.13 | 7.19 | - | 6.95 |
| BNP PARIBAS Flexi Debt Fund-Regular Plan A - Growth Option | 06-02-2009 | 1.66 | 9.63 | 5.31 | 7.99 | 8.69 | 7.75 | 8.03 |
| Canara Robeco Dynamic Bond Fund - Regular Plan - Growth | 29-05-2009 | 1.75 | 9.47 | 4.44 | 7.81 | 8.46 | 7.8 | 7.78 |
| Franklin India Dynamic Accrual Fund-Growth | 05-03-1997 | 1.69 | 9.29 | 7.77 | 8.92 | 9.4 | 8.1 | 8.93 |
| ICICI Prudential All Seasons Bond Fund - Premium Growth Option | 04-05-2009 | 1.3 | 9.14 | 5.69 | 8.96 | 9.94 | 8.95 | 8.81 |
| ICICI Prudential All Seasons Bond Fund Retail - Cumulative | 28-03-2002 | 1.3 | 9.14 | 5.69 | 8.96 | 9.94 | 9.12 | 9.13 |
| ICICI Prudential All Seasons Bond Fund - Growth | 04-05-2009 | 1.3 | 9.11 | 5.61 | 8.9 | 9.79 | 9.01 | 8.87 |
| BNP Paribas Flexi Debt Fund Growth Option | 23-09-2004 | 1.66 | 8.96 | 4.7 | 7.4 | 8.29 | - | 8.45 |
| DSP Strategic Bond Fund - Regular Plan - Growth | 09-05-2007 | 1.02 | 8.54 | 3.97 | 6.38 | 7.72 | 7.67 | 6.62 |
| Tata Dynamic Bond Fund Regular Plan - Growth | 03-09-2003 | 1.99 | 8.08 | 3.97 | 6.76 | 7.82 | 7.55 | 6.84 |
| Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan | 27-09-2004 | 1.64 | 7.91 | 3.45 | 6.21 | 8.08 | 8.19 | 8.27 |
| Aditya Birla Sun Life Dynamic Bond Fund-Discipline Advantage Plan-Growth | 30-03-2009 | 1.64 | 7.91 | 3.45 | 6.21 | 8.08 | 8.19 | 8.16 |
| IIFL Dynamic Bond Fund - Regular Plan - Growth Option | 24-06-2013 | 1.34 | 7.3 | 5.6 | 6.63 | 7.83 | - | 6.92 |
| JM Dynamic Debt Fund - Premium Plan - Growth Option | 13-10-2004 | 0.66 | 7.3 | 7.31 | 7.54 | 8.07 | 7.7 | 7.34 |
| JM Dynamic Debt Fund - Regular Plan - Growth Option | 25-06-2003 | 0.66 | 7.28 | 7.29 | 7.51 | 8.02 | 7.63 | 6.93 |
| IDBI Dynamic Bond Fund Growth | 21-02-2012 | 1.63 | 6.88 | 2.7 | 4.7 | 5.84 | - | 5.84 |
| BNP Paribas Flexi Debt Fund Monthly Option | 09-08-2004 | 1.66 | 6.82 | 3.13 | 5.29 | 5.94 | - | 8.85 |
| HDFC Dynamic Debt Fund - Growth Option | 28-04-1997 | 1.86 | 3.1 | 1.42 | 4.9 | 6.99 | 7.09 | 8.43 |
| Indiabulls Dynamic Bond Fund - Regular Plan - Growth option | 30-11-2018 | 0.74 | - | - | - | - | - | 5.97 |
| Principal Dynamic Bond Fund - Growth Option | 13-05-2003 | 1.55 | -0.52 | 0.28 | 3.89 | 6.23 | 6.76 | 6.93 |
| Baroda Dynamic Bond Fund - Plan A - Growth Option | 30-06-2012 | 1.57 | -1.31 | 0.63 | 4.24 | 6.74 | - | 7.08 |
| UTI Dynamic Bond Fund - Regular Plan - Growth Option | 23-06-2010 | 1.72 | -3.29 | -1.0 | 4.28 | 6.22 | - | 7.63 |
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