Medium Duration Fund


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

हिंदी में: मीडियम ड्यूरेशन फंड

Top Performing Medium Duration Fund

Ranking Date: 31 March 2023

Fund Name BMSMONEY Medium Duration Fund Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Icici Prudential Medium Term Bond Fund

1 The Icici Prudential Medium Term Bond Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14 funds. The fund has 17 KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. 7.70% 6.93% -1.44% -1.26% -0.37 -0.14 0.46

Axis Strategic Bond Fund

2 The Axis Strategic Bond Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14 funds. The fund has nine KPIs that are in top quartile. The fund has 47% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. 7.53% 6.46% -0.86% -1.33% -0.57 -0.20 0.39

Sbi Magnum Medium Duration Fund

3 The Sbi Magnum Medium Duration Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14 funds. The fund has 13 KPIs that are in top quartile. The fund has 68% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. 7.68% 5.99% -1.07% -1.50% -0.48 -0.19 0.44

Aditya Birla Sun Life Medium Term Plan

4 The Aditya Birla Sun Life Medium Term Plan is a Medium Duration Fund. In the Medium Duration Fund category there are 14 funds. The fund has 13 KPIs that are in top quartile. The fund has 57% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has eight KPIs that are in bottom quartile. The fund has 35% of the KPIs that are in bottom quartile. 24.15% 15.61% -5.57% -2.41% 0.55 0.46 0.55

Hdfc Medium Term Debt Fund

5 The Hdfc Medium Term Debt Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. 7.13% 6.33% -1.42% -2.53% -0.67 -0.23 0.43

Dsp Bond Fund

6 The Dsp Bond Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14 funds. The fund has two KPIs that are in top quartile. The fund has 11% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 11% of the KPIs that are in bottom quartile. 7.21% 4.87% -1.39% -2.12% -0.84 -0.30 0.48

Nippon India Strategic Debt Fund

7 The Nippon India Strategic Debt Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14 funds. The fund has seven KPIs that are in top quartile. The fund has 37% of the KPIs that are in top quartile. The fund has eight KPIs that are in bottom quartile. The fund has 42% of the KPIs that are in bottom quartile. 6.63% 8.12% -2.20% -3.42% 0.02 0.06 0.52

Uti Medium Term Fund

8 The Uti Medium Term Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has 13 KPIs that are in bottom quartile. The fund has 57% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 6.64% 4.37% -2.96% -2.55% -0.85 -0.30 0.53

Kotak Medium Term Fund

9 The Kotak Medium Term Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14 funds. The fund does not have any KPI that are top quartile. The fund has ten KPIs that are in bottom quartile. The fund has 53% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 5.85% 6.06% -3.26% -2.68% -0.56 -0.19 0.51

Sundaram Medium Term Bond Fund

10 The Sundaram Medium Term Bond Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14 funds. The fund does not have any KPI that are top quartile. The fund has 17 KPIs that are in bottom quartile. The fund has 74% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 6.00% 3.21% -2.23% -3.33% -1.58 -0.47 0.45

Idfc Bond Fund - Medium Term Plan

11 The Idfc Bond Fund - Medium Term Plan is a Medium Duration Fund. In the Medium Duration Fund category there are 14 funds. The fund has two KPIs that are in top quartile. The fund has 11% of the KPIs that are in top quartile. The fund has nine KPIs that are in bottom quartile. The fund has 47% of the KPIs that are in bottom quartile. 6.80% 4.07% -2.57% -4.07% -0.93 -0.30 0.39

****NO INVESTMENT ADVICE!!!***
The ranking is based on historical performance of the fund. It does not guarantee superior future performance. All analysis presented is for information purposes only.


Returns (Regular Plan)

As On: 31 May 2023
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Medium Term Plan
0.09
4
0.17
2
0.95
1
2.85
11
4.13
5
24.15
1
15.61
1
8.21
1
Axis Strategic Bond Fund
0.08
7
0.11
7
0.90
4
3.08
5
4.22
4
7.53
5
6.46
4
7.07
4
DSP Bond Fund
0.05
13
0.12
3
0.84
8
3.06
6
3.96
7
7.21
6
4.87
8
4.99
8
HDFC Medium Term Debt Fund
0.05
12
0.09
8
0.93
2
2.88
10
3.95
8
7.13
7
6.33
5
6.95
5
ICICI Prudential Medium Term Bond Fund
0.06
10
0.12
5
0.84
7
2.72
14
3.92
9
7.70
3
6.93
3
7.28
3
IDFC Bond Fund - Medium Term Plan
0.13
1
0.09
9
0.77
12
3.28
3
3.91
10
6.80
8
4.07
10
6.43
6
Kotak Medium Term Fund
0.12
2
0.19
1
0.59
14
2.81
12
3.21
14
5.85
14
6.06
6
6.05
7
Nippon India Strategic Debt Fund
0.07
8
0.07
12
0.80
9
3.65
1
4.43
1
6.63
11
8.12
2
-0.95
11
SBI Magnum Medium Duration Fund
0.09
5
0.11
6
0.92
3
3.10
4
4.32
2
7.68
4
5.99
7
7.78
2
Sundaram Medium Term Bond Fund
0.10
3
0.08
11
0.78
11
2.95
8
3.49
13
6.00
13
3.21
11
4.73
9
UTI Medium Term Fund
0.06
11
0.06
14
0.88
5
2.79
13
3.67
12
6.64
10
4.37
9
4.34
10
Union Medium Duration Fund
0.06
9
0.07
13
0.75
13
3.02
7
3.99
6
6.74
9
Invesco India Medium Duration Fund
0.08
6
0.08
10
0.80
10
2.90
9
3.70
11
6.44
12
Baroda BNP Paribas Medium Duration Fund
0.00
14
0.12
4
0.86
6
3.35
2
4.30
3
7.92
2

Returns (Direct Plan)

As On: 31 May 2023
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Medium Term Plan
0.09
4
0.17
2
0.95
1
2.85
11
4.13
5
24.15
1
15.61
1
8.21
1
Axis Strategic Bond Fund
0.08
7
0.11
7
0.90
4
3.08
5
4.22
4
7.53
5
6.46
4
7.07
4
DSP Bond Fund
0.05
13
0.12
3
0.84
8
3.06
6
3.96
7
7.21
6
4.87
8
4.99
8
HDFC Medium Term Debt Fund
0.05
12
0.09
8
0.93
2
2.88
10
3.95
8
7.13
7
6.33
5
6.95
5
ICICI Prudential Medium Term Bond Fund
0.06
10
0.12
5
0.84
7
2.72
14
3.92
9
7.70
3
6.93
3
7.28
3
IDFC Bond Fund - Medium Term Plan
0.13
1
0.09
9
0.77
12
3.28
3
3.91
10
6.80
8
4.07
10
6.43
6
Kotak Medium Term Fund
0.12
2
0.19
1
0.59
14
2.81
12
3.21
14
5.85
14
6.06
6
6.05
7
Nippon India Strategic Debt Fund
0.07
8
0.07
12
0.80
9
3.65
1
4.43
1
6.63
11
8.12
2
-0.95
11
SBI Magnum Medium Duration Fund
0.09
5
0.11
6
0.92
3
3.10
4
4.32
2
7.68
4
5.99
7
7.78
2
Sundaram Medium Term Bond Fund
0.10
3
0.08
11
0.78
11
2.95
8
3.49
13
6.00
13
3.21
11
4.73
9
UTI Medium Term Fund
0.06
11
0.06
14
0.88
5
2.79
13
3.67
12
6.64
10
4.37
9
4.34
10
Union Medium Duration Fund
0.06
9
0.07
13
0.75
13
3.02
7
3.99
6
6.74
9
Invesco India Medium Duration Fund
0.08
6
0.08
10
0.80
10
2.90
9
3.70
11
6.44
12
Baroda BNP Paribas Medium Duration Fund
0.00
14
0.12
4
0.86
6
3.35
2
4.30
3
7.92
2
Click on + to See Details
As On: 31 May 2023
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Medium Term Plan

0.64
2
1.73
1
4.83
1
10.53
1
4.72
9

Axis Strategic Bond Fund

0.58
7
1.37
5
2.46
4
4.96
4
7.25
4

Dsp Bond Fund

0.58
8
1.27
7
2.15
7
3.48
9
5.30
7

Hdfc Medium Term Debt Fund

0.58
6
1.29
6
2.35
6
4.58
6
7.71
3

Icici Prudential Medium Term Bond Fund

0.60
4
1.45
3
2.64
3
5.14
3
8.08
2

Idfc Bond Fund - Medium Term Plan

0.60
3
1.10
11
1.66
12
2.50
10
7.06
5

Kotak Medium Term Fund

0.48
13
1.04
12
1.57
13
4.44
7
6.47
6

Nippon India Strategic Debt Fund

0.41
14
0.99
13
1.92
9
6.74
2
-4.30
11

Sbi Magnum Medium Duration Fund

0.59
5
1.46
2
2.65
2
4.07
8
8.63
1

Sundaram Medium Term Bond Fund

0.50
12
0.96
14
1.42
14
1.72
11
4.94
8

Uti Medium Term Fund

0.57
11
1.27
8
2.15
8
4.82
5
3.37
10

Union Medium Duration Fund

0.57
10
1.20
9
1.84
10

Invesco India Medium Duration Fund

0.58
9
1.10
10
1.76
11

Baroda Bnp Paribas Medium Duration Fund

0.67
1
1.45
4
2.42
5
As On: 31 May 2023
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Medium Term Plan

0.69
2
1.90
1
5.25
1
11.13
1
5.44
9

Axis Strategic Bond Fund

0.64
7
1.54
4
2.82
4
5.69
4
8.00
4

Dsp Bond Fund

0.61
9
1.36
8
2.34
8
3.83
9
5.72
8

Hdfc Medium Term Debt Fund

0.65
6
1.47
6
2.72
5
5.36
7
8.57
3

Icici Prudential Medium Term Bond Fund

0.65
5
1.61
2
2.96
2
5.87
3
8.80
2

Idfc Bond Fund - Medium Term Plan

0.66
3
1.28
11
2.02
12
3.22
10
7.78
5

Kotak Medium Term Fund

0.56
13
1.29
10
2.12
11
5.54
6
7.48
6

Nippon India Strategic Debt Fund

0.45
14
1.12
14
2.20
10
7.33
2
-3.60
11

Sbi Magnum Medium Duration Fund

0.64
8
1.59
3
2.91
3
4.64
8
9.13
1

Sundaram Medium Term Bond Fund

0.59
12
1.22
13
1.95
14
2.75
11
5.91
7

Uti Medium Term Fund

0.61
10
1.41
7
2.42
7
5.55
5
4.08
10

Union Medium Duration Fund

0.59
11
1.24
12
1.96
13

Invesco India Medium Duration Fund

0.66
4
1.34
9
2.24
9

Baroda Bnp Paribas Medium Duration Fund

0.70
1
1.52
5
2.56
6
As On: 31 March 2023
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Medium Term Plan

-2.41
5
-5.57
11
-1.95
11
10.68
11
4.73
11

Axis Strategic Bond Fund

-1.33
2
-0.86
1
-0.42
1
1.87
1
1.32
1

Dsp Bond Fund

-2.12
4
-1.39
3
-0.67
4
2.34
5
1.54
3

Hdfc Medium Term Debt Fund

-2.53
6
-1.42
4
-0.72
6
2.30
4
1.70
6

Icici Prudential Medium Term Bond Fund

-1.26
1
-1.44
5
-0.51
2
2.21
3
1.59
4

Idfc Bond Fund - Medium Term Plan

-4.07
11
-2.57
8
-1.08
10
2.72
7
2.06
7

Kotak Medium Term Fund

-2.68
8
-3.26
10
-0.98
8
3.33
9
2.55
10

Nippon India Strategic Debt Fund

-3.42
10
-2.20
6
-0.89
7
8.42
10
2.54
9

Sbi Magnum Medium Duration Fund

-1.50
3
-1.07
2
-0.55
3
2.19
2
1.41
2

Sundaram Medium Term Bond Fund

-3.33
9
-2.23
7
-0.68
5
2.42
6
1.68
5

Uti Medium Term Fund

-2.55
7
-2.96
9
-1.08
9
3.03
8
2.10
8

Baroda Bnp Paribas Medium Duration Fund

As On: 31 March 2023
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Medium Term Plan

0.55
1
0.46
1
0.86
1
0.55
-7.69
5 3.01 1
0.38
4
0.02
1
0.64
1
0.0098
1

Axis Strategic Bond Fund

-0.57
6
-0.20
6
0.56
3
0.39

Dsp Bond Fund

-0.84
8
-0.30
10
0.45
7
0.48

Hdfc Medium Term Debt Fund

-0.67
7
-0.23
7
0.49
6
0.43
-0.94
3 1.16 2
0.58
2
-0.01
3
0.49
3
-0.0008
3

Icici Prudential Medium Term Bond Fund

-0.37
3
-0.14
3
0.55
4
0.46
2.34
2 0.65 4
0.52
3
-0.01
2
0.49
2
0.0056
2

Idfc Bond Fund - Medium Term Plan

-0.93
10
-0.30
8
0.36
9
0.39

Kotak Medium Term Fund

-0.56
5
-0.19
5
0.39
8
0.51

Nippon India Strategic Debt Fund

0.02
2
0.06
2
0.61
2
0.52

Sbi Magnum Medium Duration Fund

-0.48
4
-0.19
4
0.55
5
0.44

Sundaram Medium Term Bond Fund

-1.58
11
-0.47
11
0.26
11
0.45
-1.30
4 0.73 3
0.80
1
-0.05
4
0.19
5
-0.0232
5

Uti Medium Term Fund

-0.85
9
-0.30
9
0.34
10
0.53
3.23
1 0.12 5
0.01
5
-0.22
5
0.37
4
-0.0084
4

Baroda Bnp Paribas Medium Duration Fund





Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

More Mutual Fund Analysis Article

फायदा:

  1.     विविधता
  2.     व्यावसायिक प्रबंधन
  3.     पैमाने की अर्थव्यवस्थाएं (ईकानमी ऑफ स्केल)
  4.     तरलता (लिक्विडिटी)
  5.     विभिन्न प्रकार के निवेश विकल्प
  6.     स्वत: पुनर्निवेश

नुकसान:

  1.     शुल्क और व्यय
  2.     रिटर्न की कोई गारंटी नहीं
  3.     सीमित नियंत्रण
  4.     अंडरपरफॉर्मेंस की संभावना
  5.     कर (टैक्स)

 

  • The Treynor Ratio is a performance metric for mutual funds, measuring returns earned above a risk-free investment per unit of market risk.
  • Advantages include risk-adjusted performance evaluation, simplicity, and usefulness for diversified portfolios.
  • Disadvantages involve ignoring unsystematic risk, dependence on beta accuracy, and lack of consideration for current market conditions.
  • The Treynor Ratio is a valuable tool for informed investment decisions but should not be used in isolation.

  • The Sortino Ratio is a risk-adjusted performance measure that evaluates mutual funds based on their downside volatility.
  • It emphasizes downside risk, making it useful for risk-averse investors concerned about capital preservation.
  • The Sortino Ratio helps investors choose funds aligned with their risk tolerance and investment goals.
  • It identifies consistent performers with better risk-adjusted returns.
  • However, the Sortino Ratio neglects the upside potential of investments.




For Any Question Join Our Group On Facebook