Best Long Duration Mutual Funds (January 2025 )

Best Long Duration Mutual Funds January 2025

A review of the different performance parameters of the fund is as follows:
1. Returns: It captures the increment in the investment's value during the investment period, articulated as either a percentage or a monetary denomination. We carefully examined five return parameters of this fund to gauge its performance. The return parameters have been divided into three performance groups: the top 25%, parameters below the top 25% but exceeding the average, and parameters below the average mark. Please …

Full review at the fund page (link in the table below.)

Ranked On: 31 January 2025

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
Nippon India Nivesh Lakshya Fund			8.17%	%	6.49%	%	%	8.49%	%	6.82%	%	%	4.10%	-4.08%	-4.04%	-98.93%	0.01	0.14	0.29
Icici Prudential Long Term Bond Fund			8.84%	%	5.51%	7.01%	7.09%	9.43%	%	6.08%	7.61%	7.80%	3.05%	-3.07%	-2.90%	-73.99%	0.01	0.05	0.10

Return Calculated On: 07 February 2025

Ratios Calculated On: 31 January 2025

As On: 07 February 2025

Fund Name	1D	1W	1M	3M	6M	1Y	5Y	7Y	10Y
HDFC Long Duration Debt Fund	-0.39	0.04	0.26	1.02	3.12	7.87
Icici Prudential Long Term Bond Fund	-0.24	-0.02	0.61	1.79	3.89	8.84	5.51	7.01	7.09
Bandhan Long Duration Fund	-0.37	0.07	0.23	1.00	3.09
Kotak Long Duration Fund	-0.43	-0.05	0.22	1.19	3.06
Nippon India Nivesh Lakshya Fund	-0.38	-0.07	0.37	1.15	3.27	8.17	6.49
SBI Long Duration Fund	-0.37	-0.01	0.31	1.08	3.14	7.77
UTI Long Duration Fund	-0.40	0.01	0.27	0.88	2.57	6.79
Axis Long Duration Fund	-0.39	0.06	0.28	1.02	3.00	8.14

As On: 07 February 2025

Fund Name	1D	1W	1M	3M	6M	1Y	5Y	7Y	10Y
HDFC Long Duration Debt Fund	-0.39	0.05	0.29	1.11	3.31	8.25
Icici Prudential Long Term Bond Fund	-0.23	-0.01	0.66	1.94	4.19	9.43	6.08	7.61	7.80
Bandhan Long Duration Fund	-0.37	0.08	0.27	1.10	3.30
Kotak Long Duration Fund	-0.43	-0.05	0.24	1.27	3.21
Nippon India Nivesh Lakshya Fund	-0.38	-0.07	0.39	1.23	3.43	8.49	6.82
SBI Long Duration Fund	-0.37	-0.01	0.35	1.18	3.36	8.25
UTI Long Duration Fund	-0.40	0.03	0.35	1.12	3.04	7.74
Axis Long Duration Fund	-0.39	0.07	0.32	1.13	3.22	8.56

As On: 07 February 2025

Fund Name	1 Year	3 Year	5 Year	7 Year	10 Year	15 Year
HDFC Long Duration Debt Fund	7.52
Icici Prudential Long Term Bond Fund	8.58	6.20	4.83	5.47	6.35	7.10
Bandhan Long Duration Fund
Kotak Long Duration Fund
Nippon India Nivesh Lakshya Fund	7.82	6.74	5.56
SBI Long Duration Fund	7.50
UTI Long Duration Fund	6.39
Axis Long Duration Fund	7.53

As On: 07 February 2025

Fund Name	1 Year	3 Year	5 Year	7 Year	10 Year
HDFC Long Duration Debt Fund	7.90
Icici Prudential Long Term Bond Fund	9.18	6.74	5.38	6.04	6.99
Bandhan Long Duration Fund
Kotak Long Duration Fund
Nippon India Nivesh Lakshya Fund	8.14	7.06	5.88
SBI Long Duration Fund	7.97
UTI Long Duration Fund	7.36
Axis Long Duration Fund	7.98

Performance Indicators

Select Parameter:

Calculated On: 31 January 2025

Fund Name	VaR 1 Y _95%	Max Drawdown %	Average Drawdown %	Standard Deviation %	Semi Deviation %
Icici Prudential Long Term Bond Fund	-2.90	-3.07	-1.03	3.05	2.22
Nippon India Nivesh Lakshya Fund	-4.04	-4.08	-1.61	4.10	2.89

Calculated On: 31 January 2025

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	0.10	0.05	0.55	0.42	-73.99	0.01	0.84		3.54	-8874.2900
Nippon India Nivesh Lakshya Fund	0.29	0.14	0.58	0.43	-98.93	0.01	0.81		8.52	-8873.3500

Fund Name	1Y _{Invested Amount: 12,000}		3Y _{Invested Amount: 36,000}		5Y _{Invested Amount: 60,000}		7Y _{Invested Amount: 84,000}		10Y _{Invested Amount: 1,20,000}		15Y _{Invested Amount: 1,80,000}
Fund Name	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP
HDFC Long Duration Debt Fund	12,944.40	12,485.74
Icici Prudential Long Term Bond Fund	13,060.80	12,553.30		39,560.51	78,462.00	67,807.38	135,004.80	102,043.96	238,044.00	166,380.36		315,574.02
Bandhan Long Duration Fund
Kotak Long Duration Fund
Nippon India Nivesh Lakshya Fund	12,980.40	12,504.98		39,883.86	82,164.00	69,068.76
SBI Long Duration Fund	12,932.40	12,484.42
UTI Long Duration Fund	12,814.80	12,413.29
Axis Long Duration Fund	12,976.80	12,486.41

Fund Name	1Y _{Invested Amount: 12,000}		3Y _{Invested Amount: 36,000}		5Y _{Invested Amount: 60,000}		7Y _{Invested Amount: 84,000}		10Y _{Invested Amount: 1,20,000}		15Y _{Invested Amount: 1,80,000}
Fund Name	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP
HDFC Long Duration Debt Fund	12,990.00	12,510.02
Icici Prudential Long Term Bond Fund	13,131.60	12,591.72		39,884.58	80,604.00	68,759.22	140,380.80	104,147.48	254,352.00	171,990.00
Bandhan Long Duration Fund
Kotak Long Duration Fund
Nippon India Nivesh Lakshya Fund	13,018.80	12,525.67		40,076.50	83,454.00	69,628.44
SBI Long Duration Fund	12,990.00	12,514.44
UTI Long Duration Fund	12,928.80	12,475.39
Axis Long Duration Fund	13,027.20	12,515.45