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