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: 30 September 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<sup>th</sup> funds. The fund has 19<sup>th</sup> KPIs that are in top quartile. The fund has 83% 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. 6.63% 5.42% -0.73% -0.63% -0.75 -0.26 0.43

Aditya Birla Sun Life Medium Term Plan

2 The Aditya Birla Sun Life Medium Term Plan is a Medium Duration Fund. In the Medium Duration Fund category there are 14<sup>th</sup> funds. The fund has 13<sup>th</sup> 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 fifth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. 6.38% 12.54% -1.76% -0.58% 0.56 0.99 0.52

Axis Strategic Bond Fund

3 The Axis Strategic Bond Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14<sup>th</sup> funds. The fund has tenth KPIs that are in top quartile. The fund has 53% 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. 6.63% 5.32% -0.86% -1.15% -0.79 -0.27 0.43

Sbi Magnum Medium Duration Fund

4 The Sbi Magnum Medium Duration Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14<sup>th</sup> funds. The fund has tenth KPIs that are in top quartile. The fund has 53% 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 first performance parameter that is in bottom quartile. 6.79% 4.75% -1.07% -1.50% -0.93 -0.31 0.46

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<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has first performance parameter that is in bottom quartile. 6.26% 4.77% -1.42% -2.05% -0.83 -0.28 0.45

Uti Medium Term Fund

6 The Uti Medium Term Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14<sup>th</sup> funds. The fund has fourth KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund has sixth KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. 5.77% 4.84% -1.31% -2.15% -0.72 -0.30 0.51

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<sup>th</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 42% of the KPIs that are in top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 37% of the KPIs that are in bottom quartile. 6.55% 8.67% -1.13% -0.92% 0.25 0.44 0.52

Dsp Bond Fund

8 The Dsp Bond Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 16% of the KPIs that are in top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 37% of the KPIs that are in bottom quartile. 6.34% 4.30% -1.39% -2.12% -1.24 -0.38 0.42

Kotak Medium Term Fund

9 The Kotak Medium Term Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 21% of the KPIs that are in bottom quartile. 5.49% 4.50% -1.10% -1.22% -0.91 -0.30 0.47

Union Medium Duration Fund

10 The Union Medium Duration Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has 12<sup>th</sup> 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. 5.99% 3.52% -2.37% -3.73% -1.30 -0.38 0.39

Sundaram Medium Term Bond Fund

11 The Sundaram Medium Term Bond Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has 19<sup>th</sup> KPIs that are in bottom quartile. The fund has 83% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 4.68% 2.36% -2.23% -3.33% -2.11 -0.55 0.41

Idfc Bond Fund - Medium Term Plan

12 The Idfc Bond Fund - Medium Term Plan is a Medium Duration Fund. In the Medium Duration Fund category there are 14<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has 15<sup>th</sup> KPIs that are in bottom quartile. The fund has 79% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 5.52% 3.14% -2.57% -4.07% -1.43 -0.42 0.40

****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: 05 December 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
0.02
10
0.11
9
0.59
9
1.14
10
2.32
6
6.38
6
12.54
1
8.09
1
Baroda BNP Paribas Medium Duration Fund
0.04
4
0.09
12
0.58
10
1.15
8
2.27
8
6.60
4
DSP Bond Fund
0.01
13
0.09
11
0.47
14
1.38
2
2.39
4
6.34
7
4.30
9
4.94
8
HDFC Medium Term Debt Fund
0.02
12
0.10
10
0.55
13
1.15
9
2.32
7
6.26
8
4.77
6
6.70
5
ICICI Prudential Medium Term Bond Fund
0.03
6
0.14
5
0.65
3
1.44
1
2.67
1
6.63
2
5.42
3
7.20
3
IDFC Bond Fund - Medium Term Plan
0.07
1
0.22
1
0.78
1
1.22
7
1.67
13
5.52
11
3.14
11
5.89
6
Invesco India Medium Duration Fund
0.04
5
0.13
7
0.63
7
1.11
12
1.90
12
5.49
13
Kotak Medium Term Fund
-0.03
14
0.06
14
0.55
12
1.33
3
2.33
5
5.49
12
4.50
8
5.84
7
Nippon India Strategic Debt Fund
0.02
11
0.07
13
0.65
4
1.12
11
2.08
10
6.55
5
8.67
2
-1.09
11
SBI Magnum Medium Duration Fund
0.03
9
0.12
8
0.57
11
1.27
5
2.59
2
6.79
1
4.75
7
7.52
2
Sundaram Medium Term Bond Fund
0.05
2
0.15
3
0.64
5
0.97
14
1.31
14
4.68
14
2.36
12
4.37
9
Union Medium Duration Fund
0.05
3
0.18
2
0.63
6
1.22
6
2.04
11
5.99
9
3.52
10
UTI Medium Term Fund
0.03
8
0.14
6
0.61
8
1.06
13
2.17
9
5.77
10
4.84
5
4.19
10
Axis Strategic Bond Fund
0.03
7
0.14
4
0.69
2
1.33
4
2.44
3
6.63
3
5.32
4
6.74
4

Returns (Direct Plan)

As On: 05 December 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
0.02
10
0.11
9
0.59
9
1.14
10
2.32
6
6.38
6
12.54
1
8.09
1
Baroda BNP Paribas Medium Duration Fund
0.04
4
0.09
12
0.58
10
1.15
8
2.27
8
6.60
4
DSP Bond Fund
0.01
13
0.09
11
0.47
14
1.38
2
2.39
4
6.34
7
4.30
9
4.94
8
HDFC Medium Term Debt Fund
0.02
12
0.10
10
0.55
13
1.15
9
2.32
7
6.26
8
4.77
6
6.70
5
ICICI Prudential Medium Term Bond Fund
0.03
6
0.14
5
0.65
3
1.44
1
2.67
1
6.63
2
5.42
3
7.20
3
IDFC Bond Fund - Medium Term Plan
0.07
1
0.22
1
0.78
1
1.22
7
1.67
13
5.52
11
3.14
11
5.89
6
Invesco India Medium Duration Fund
0.04
5
0.13
7
0.63
7
1.11
12
1.90
12
5.49
13
Kotak Medium Term Fund
-0.03
14
0.06
14
0.55
12
1.33
3
2.33
5
5.49
12
4.50
8
5.84
7
Nippon India Strategic Debt Fund
0.02
11
0.07
13
0.65
4
1.12
11
2.08
10
6.55
5
8.67
2
-1.09
11
SBI Magnum Medium Duration Fund
0.03
9
0.12
8
0.57
11
1.27
5
2.59
2
6.79
1
4.75
7
7.52
2
Sundaram Medium Term Bond Fund
0.05
2
0.15
3
0.64
5
0.97
14
1.31
14
4.68
14
2.36
12
4.37
9
Union Medium Duration Fund
0.05
3
0.18
2
0.63
6
1.22
6
2.04
11
5.99
9
3.52
10
UTI Medium Term Fund
0.03
8
0.14
6
0.61
8
1.06
13
2.17
9
5.77
10
4.84
5
4.19
10
Axis Strategic Bond Fund
0.03
7
0.14
4
0.69
2
1.33
4
2.44
3
6.63
3
5.32
4
6.74
4
Click on + to See Details
As On: 05 December 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

0.50
3
1.51
2
3.87
2
20.42
1
5.29
6

Axis Strategic Bond Fund

0.50
4
1.47
5
3.67
5
4.94
5
6.90
3

Dsp Bond Fund

0.48
7
1.47
4
3.62
6
3.45
9
5.28
7

Hdfc Medium Term Debt Fund

0.48
6
1.41
7
3.61
7
4.44
7
6.32
4

Icici Prudential Medium Term Bond Fund

0.50
2
1.47
3
3.72
4
5.13
4
7.36
1

Idfc Bond Fund - Medium Term Plan

0.43
11
1.19
13
3.08
12
2.50
11
5.23
8

Kotak Medium Term Fund

0.42
12
1.30
10
2.83
13
4.44
6
6.07
5

Nippon India Strategic Debt Fund

0.38
13
1.25
11
3.21
10
6.70
2
-3.94
11

Sbi Magnum Medium Duration Fund

0.51
1
1.53
1
3.82
3
4.06
8
7.22
2

Sundaram Medium Term Bond Fund

0.33
14
1.05
14
2.77
14
1.71
12
3.36
9

Uti Medium Term Fund

0.46
8
1.33
9
3.32
9
5.38
3
3.07
10

Union Medium Duration Fund

0.46
9
1.34
8
3.36
8
2.99
10

Invesco India Medium Duration Fund

0.44
10
1.25
12
3.20
11

Baroda Bnp Paribas Medium Duration Fund

0.50
5
1.44
6
3.91
1
As On: 05 December 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

0.56
1
1.68
1
4.22
1
21.32
1
5.98
6

Axis Strategic Bond Fund

0.56
3
1.64
3
4.03
5
5.68
5
7.65
3

Dsp Bond Fund

0.51
9
1.55
6
3.81
7
3.81
9
5.68
8

Hdfc Medium Term Debt Fund

0.54
5
1.58
5
3.98
6
5.23
7
7.15
4

Icici Prudential Medium Term Bond Fund

0.56
2
1.64
4
4.06
3
5.88
4
8.07
1

Idfc Bond Fund - Medium Term Plan

0.49
11
1.36
13
3.45
12
3.22
11
5.96
7

Kotak Medium Term Fund

0.50
10
1.54
7
3.35
13
5.53
6
7.11
5

Nippon India Strategic Debt Fund

0.43
13
1.39
11
3.50
10
7.29
2
-3.34
11

Sbi Magnum Medium Duration Fund

0.56
4
1.66
2
4.09
2
4.62
8
7.74
2

Sundaram Medium Term Bond Fund

0.41
14
1.29
14
3.16
14
2.74
12
4.33
9

Uti Medium Term Fund

0.51
8
1.48
10
3.64
9
6.04
3
3.78
10

Union Medium Duration Fund

0.48
12
1.39
12
3.47
11
3.35
10

Invesco India Medium Duration Fund

0.51
7
1.48
9
3.69
8

Baroda Bnp Paribas Medium Duration Fund

0.52
6
1.51
8
4.05
4
As On: 30 September 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

-0.58
1
-1.76
9
-1.11
12
9.60
12
2.66
12

Baroda Bnp Paribas Medium Duration Fund

Dsp Bond Fund

-2.12
8
-1.39
7
-0.74
9
1.82
5
1.39
6

Hdfc Medium Term Debt Fund

-2.05
7
-1.42
8
-0.57
5
1.78
4
1.32
4

Icici Prudential Medium Term Bond Fund

-0.63
2
-0.73
1
-0.36
1
1.42
1
1.02
1

Idfc Bond Fund - Medium Term Plan

-4.07
12
-2.57
12
-0.90
11
2.30
9
1.79
10

Kotak Medium Term Fund

-1.22
5
-1.10
4
-0.45
4
1.95
6
1.39
7

Nippon India Strategic Debt Fund

-0.92
3
-1.13
5
-0.44
3
8.18
11
2.01
11

Sbi Magnum Medium Duration Fund

-1.50
6
-1.07
3
-0.67
8
1.70
3
1.22
3

Sundaram Medium Term Bond Fund

-3.33
10
-2.23
10
-0.64
7
1.97
7
1.50
8

Union Medium Duration Fund

-3.73
11
-2.37
11
-0.86
10
2.21
8
1.75
9

Uti Medium Term Fund

-2.15
9
-1.31
6
-0.61
6
2.37
10
1.34
5

Axis Strategic Bond Fund

-1.15
4
-0.86
2
-0.44
2
1.48
2
1.05
2
As On: 30 September 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

0.56
1
0.99
1
1.09
1
0.52
5.22
1 1.06 2
0.13
6
0.05
1
0.62
1
0.8769
2

Baroda Bnp Paribas Medium Duration Fund

Dsp Bond Fund

-1.24
9
-0.38
9
0.41
9
0.42

Hdfc Medium Term Debt Fund

-0.83
6
-0.28
5
0.48
6
0.45
-0.26
4 1.08 1
0.86
2
-0.01
2
0.47
2
0.1550
4

Icici Prudential Medium Term Bond Fund

-0.75
4
-0.26
3
0.55
3
0.43
2.77
2 0.55 5
0.83
3
-0.02
3
0.41
4
0.7314
3

Idfc Bond Fund - Medium Term Plan

-1.43
11
-0.42
11
0.28
11
0.40

Kotak Medium Term Fund

-0.91
7
-0.30
7
0.46
7
0.47

Nippon India Strategic Debt Fund

0.25
2
0.44
2
0.82
2
0.52

Sbi Magnum Medium Duration Fund

-0.93
8
-0.31
8
0.48
5
0.46

Sundaram Medium Term Bond Fund

-2.11
12
-0.55
12
0.21
12
0.41
-1.48
6 0.77 4
0.79
4
-0.05
6
0.13
6
-2.0557
6

Union Medium Duration Fund

-1.30
10
-0.38
10
0.32
10
0.39
-0.57
5 0.86 3
0.89
1
-0.03
4
0.30
5
-0.6856
5

Uti Medium Term Fund

-0.72
3
-0.30
6
0.46
8
0.51
2.32
3 0.51 6
0.17
5
-0.03
5
0.42
3
1.0020
1

Axis Strategic Bond Fund

-0.79
5
-0.27
4
0.53
4
0.43




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

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म्यूचुअल फंड में निवेश लंबी अवधि में धन बनाने के सबसे लोकप्रिय तरीकों में से एक है। हालांकि, किसी भी निवेश की तरह, म्यूचुअल फंड निवेश मे भी जोखिम हैं। निवेश निर्णय लेने के लिए इन जोखिमों को समझना और उनका आकलन करना आवश्यक है। इस लेख का उद्देश्य म्यूचुअल फंड मे प्रयोग किए जाने वाले कुछ प्रमुख जोखिम मूल्यांकन के तरीकों पे पर प्रकाश डालना है।  ये प्रमुख जोखिम मूल्यांकन के तरीके निम्नलिखित है: 

  1. स्टैन्डर्ड डीवीऐशन 
  2. सेमी डीवीऐशन
  3. वैल्यू एट रिस्क (VaR)
  4. ऐव्रिज ड्रॉ डाउन 
  5. मैक्समम ड्रॉ डाउन 

इनका डाटा अधिकांश फंड के लिए इस वेबसाईट पे उपलब्ध है.




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