Best Long Duration Mutual Funds

  1. Nippon India Nivesh Lakshya Fund

    The 5 star rating shows an excellent past performance of the Nippon India Nivesh Lakshya Fund in Long Duration Fund. The Nippon India Nivesh Lakshya Fund has a Jensen Alpha of -1.16% which is lower than the category average of -0.52%. The Nippon India Nivesh Lakshya Fund has a Sharpe Ratio of 0.76 which is higher than the category average of 0.74. Here the Nippon India Nivesh Lakshya Fund has shown very good performance in terms of risk adjusted returns. Read Full Review

  2. Icici Prudential Long Term Bond Fund

    The Icici Prudential Long Term Bond Fund has shown an excellent past performence in Long Duration Fund. The Icici Prudential Long Term Bond Fund has a Jensen Alpha of 0.12% which is higher than the category average of -0.52%. Here the Icici Prudential Long Term Bond Fund has shown very good performance in terms of risk adjusted returns. The Icici Prudential Long Term Bond Fund has a Sharpe Ratio of 0.73 which is lower than the category average of 0.74, showing poor performance. Read Full Review

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
12.26% 10.17% 6.79% % % 12.60% 10.52% 7.12% % % 3.77% -2.28% -3.68% -1.16% 1.15 0.36 0.76
12.08% 9.20% 5.67% 7.79% 7.63% 12.71% 9.78% 6.26% 8.39% 8.33% 2.97% -1.58% -1.78% 0.12% 0.91 0.35 0.73

Return Calculated On: 21 May 2025 | Ratios Calculated On:

As On: 21 May 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
HDFC Long Duration Debt Fund
0.05
0.20
0.77
5.21
6.47
11.52
Icici Prudential Long Term Bond Fund
0.12
0.37
0.97
5.18
7.07
12.08
9.20
5.67
7.79
7.63
Bandhan Long Duration Fund
0.01
0.14
0.76
5.10
6.26
11.24
Kotak Long Duration Fund
0.23
0.39
0.98
5.61
7.03
11.87
Nippon India Nivesh Lakshya Fund
0.17
0.61
1.12
5.51
7.07
12.26
10.17
6.79
SBI Long Duration Fund
0.04
0.18
0.77
4.99
6.20
11.29
UTI Long Duration Fund
0.08
0.23
0.65
5.00
6.05
10.19
Axis Long Duration Fund
0.04
0.22
0.74
5.09
6.34
11.28

As On: 21 May 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
HDFC Long Duration Debt Fund
0.05
0.20
0.80
5.29
6.65
11.91
Icici Prudential Long Term Bond Fund
0.12
0.39
1.02
5.32
7.37
12.71
9.78
6.26
8.39
8.33
Bandhan Long Duration Fund
0.01
0.14
0.79
5.20
6.47
11.69
Kotak Long Duration Fund
0.23
0.40
1.01
5.69
7.18
12.19
Nippon India Nivesh Lakshya Fund
0.17
0.61
1.14
5.59
7.23
12.60
10.52
7.12
SBI Long Duration Fund
0.04
0.18
0.80
5.08
6.40
11.76
UTI Long Duration Fund
0.09
0.24
0.74
5.26
6.56
11.22
Axis Long Duration Fund
0.04
0.22
0.78
5.20
6.57
11.78

As On: 21 May 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
HDFC Long Duration Debt Fund
11.86
Icici Prudential Long Term Bond Fund
13.57
10.35
7.67
7.01
7.03
7.60
Bandhan Long Duration Fund
11.48
Kotak Long Duration Fund
12.70
Nippon India Nivesh Lakshya Fund
13.29
10.91
8.43
SBI Long Duration Fund
11.54
UTI Long Duration Fund
10.97
Axis Long Duration Fund
11.56

As On: 21 May 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
HDFC Long Duration Debt Fund
12.24
Icici Prudential Long Term Bond Fund
14.20
10.93
8.24
7.58
7.65
Bandhan Long Duration Fund
11.93
Kotak Long Duration Fund
13.02
Nippon India Nivesh Lakshya Fund
13.63
11.25
8.76
SBI Long Duration Fund
11.98
UTI Long Duration Fund
12.03
Axis Long Duration Fund
12.05

Performance Indicators


Calculated On:

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Icici Prudential Long Term Bond Fund -1.78 -1.58 -0.63 2.97 2.15
Nippon India Nivesh Lakshya Fund -3.68 -2.28 -0.86 3.77 2.77

Calculated On:

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
Icici Prudential Long Term Bond Fund
0.73
0.35
0.73
0.43
0.12
0.91
0.91
0.69
-0.6300
Nippon India Nivesh Lakshya Fund
0.76
0.36
0.74
0.42
-1.16
1.15
0.90
0.70
0.1100