Best Medium Duration Mutual Funds

  1. Aditya Birla Sun Life Medium Term Plan

    Aditya Birla Sun Life Medium Term Plan is the top ranked fund in the Medium Duration Fund category. The category has total 12 funds. The 5 star rating shows an excellent past performance of the Aditya Birla Sun Life Medium Term Plan in Medium Duration Fund. The fund has a Jensen Alpha of 2.96% which is higher than the category average of 1.27%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.84 which is higher than the category average of 0.54. Read Full Review

  2. Axis Strategic Bond Fund

    Axis Strategic Bond Fund is the second ranked fund in the Medium Duration Fund category. The category has total 12 funds. The 5 star rating shows an excellent past performance of the Axis Strategic Bond Fund in Medium Duration Fund. The fund has a Jensen Alpha of 2.55% which is higher than the category average of 1.27%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.06 which is higher than the category average of 0.54. Read Full Review

  3. Icici Prudential Medium Term Bond Fund

    Icici Prudential Medium Term Bond Fund is the third ranked fund in the Medium Duration Fund category. The category has total 12 funds. The 5 star rating shows an excellent past performance of the Icici Prudential Medium Term Bond Fund in Medium Duration Fund. The fund has a Jensen Alpha of 2.75% which is higher than the category average of 1.27%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.04 which is higher than the category average of 0.54. Read Full Review

  4. Sbi Magnum Medium Duration Fund

    Sbi Magnum Medium Duration Fund is the 4th ranked fund in the Medium Duration Fund category. The category has total 12 funds. The Sbi Magnum Medium Duration Fund has shown a very good past performence in Medium Duration Fund. The fund has a Jensen Alpha of 2.07% which is higher than the category average of 1.27%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.83 which is higher than the category average of 0.54. Read Full Review

  5. Dsp Bond Fund

    Dsp Bond Fund is the 5th ranked fund in the Medium Duration Fund category. The category has total 12 funds. The 4 star rating shows a very good past performance of the Dsp Bond Fund in Medium Duration Fund. The fund has a Jensen Alpha of 1.29% which is higher than the category average of 1.27%. Here the fund has shown average performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.67 which is higher than the category average of 0.54. Read Full Review

  6. Hdfc Medium Term Debt Fund

    Hdfc Medium Term Debt Fund is the 6th ranked fund in the Medium Duration Fund category. The category has total 12 funds. The 3 star rating shows an average past performance of the Hdfc Medium Term Debt Fund in Medium Duration Fund. The fund has a Jensen Alpha of 1.34% which is higher than the category average of 1.27%. Here the fund has shown average performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.61 which is higher than the category average of 0.54. Read Full Review

  7. Nippon India Strategic Debt Fund

    In the Medium Duration Fund category, Nippon India Strategic Debt Fund is the 7th ranked fund. The category has total 12 funds. The Nippon India Strategic Debt Fund has shown an average past performence in Medium Duration Fund. The fund has a Jensen Alpha of 1.49% which is higher than the category average of 1.27%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.48 which is lower than the category average of 0.54. Read Full Review

  8. Kotak Medium Term Fund

    In the Medium Duration Fund category, Kotak Medium Term Fund is the 8th ranked fund. The category has total 12 funds. The 3 star rating shows an average past performance of the Kotak Medium Term Fund in Medium Duration Fund. The fund has a Jensen Alpha of 1.2% which is lower than the category average of 1.27%, showing poor performance. The fund has a Sharpe Ratio of 0.51 which is lower than the category average of 0.54. Read Full Review

  9. UTI Medium Duration Fund

    In the Medium Duration Fund category, UTI Medium Duration Fund is the 9th ranked fund. The category has total 12 funds. The 2 star rating shows a poor past performance of the UTI Medium Duration Fund in Medium Duration Fund. The fund has a Jensen Alpha of 1.41% which is higher than the category average of 1.27%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.41 which is lower than the category average of 0.54. Read Full Review

  10. Invesco India Medium Duration Fund

    Invesco India Medium Duration Fund is the 10th ranked fund in the Medium Duration Fund category. The category has total 12 funds. The 2 star rating shows a poor past performance of the Invesco India Medium Duration Fund in Medium Duration Fund. The fund has a Jensen Alpha of -0.01% which is lower than the category average of 1.27%, showing poor performance. The fund has a Sharpe Ratio of 0.25 which is lower than the category average of 0.54. 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
1
14.89% 14.86% 13.72% 8.88% 8.74% 15.72% 15.67% 14.51% 9.64% 9.49% 9.18% -0.43% 0.00% 2.96% 1.55 3.17 0.84
2
10.30% 8.22% 7.38% 7.51% 7.70% 10.98% 8.95% 8.11% 8.24% 8.47% 1.39% -0.59% 0.00% 2.55% 0.66 0.52 1.06
3
9.84% 8.03% 7.44% 7.56% 7.55% 10.51% 8.72% 8.15% 8.27% 8.34% 1.24% -0.65% 0.00% 2.75% 0.61 0.48 1.04
4
9.91% 8.01% 6.94% 7.92% 8.07% 10.49% 8.58% 7.51% 8.48% 8.78% 1.41% -0.80% 0.00% 2.07% 0.69 0.38 0.83
5
10.37% 7.99% 6.33% 5.97% 6.37% 10.76% 8.36% 6.71% 6.37% 6.83% 1.60% -0.91% -0.05% 1.29% 0.78 0.30 0.67
6
9.90% 7.78% 7.09% 7.29% 7.34% 10.63% 8.53% 7.87% 8.09% 8.10% 1.53% -0.93% 0.00% 1.34% 0.76 0.27 0.61
7
10.04% 7.53% 8.15% 1.55% 3.45% 10.67% 8.12% 8.75% 2.21% 4.20% 1.62% -0.93% -0.04% 1.49% 0.71 0.22 0.48
8
10.38% 7.72% 7.19% 6.80% 7.18% 11.45% 8.79% 8.27% 7.81% 8.25% 1.67% -0.94% -0.84% 1.20% 0.76 0.22 0.51
9
9.42% 7.32% 5.70% 5.30% 6.15% 10.16% 8.00% 6.38% 6.00% 6.87% 1.44% -0.79% -0.05% 1.41% 0.69 0.17 0.41
10
9.84% 7.39% % % % 10.63% 8.26% % % % 1.79% -1.28% -0.49% -0.01% 0.88 0.10 0.25
11
9.83% 7.34% 5.56% 6.80% 6.82% 10.62% 8.10% 6.31% 7.54% 7.55% 2.05% -1.54% -1.02% -0.85% 0.98 0.07 0.16
12
8.25% 6.17% 4.50% 5.21% 5.69% 9.21% 7.13% 5.47% 6.18% 6.57% 1.79% -1.35% -0.75% -1.01% 0.86 -0.12 -0.35

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
Aditya Birla Sun Life Medium Term Plan
0.16
0.51
1.18
3.65
8.04
14.89
14.86
13.72
8.88
8.74
9.16
Dsp Bond Fund
0.19
0.72
1.26
4.30
5.99
10.37
7.99
6.33
5.97
6.37
6.66
Hdfc Medium Term Debt Fund
0.13
0.51
1.07
3.77
5.51
9.90
7.78
7.09
7.29
7.34
7.67
HSBC Medium Duration Fund
0.17
0.59
1.13
3.95
5.93
10.12
Icici Prudential Medium Term Bond Fund
0.10
0.41
0.99
3.45
5.45
9.84
8.03
7.44
7.56
7.55
7.87
Bandhan Bond Fund - Medium Term Plan
0.14
0.55
1.04
3.85
5.78
9.83
7.34
5.56
6.80
6.82
7.29
Invesco India Medium Duration Fund
0.16
0.55
1.09
3.95
5.75
9.84
7.39
Kotak Medium Term Fund
0.13
0.55
1.37
3.67
5.44
10.38
7.72
7.19
6.80
7.18
Nippon India Strategic Debt Fund
0.11
0.38
0.95
3.61
5.55
10.04
7.53
8.15
1.55
3.45
Sbi Magnum Medium Duration Fund
0.12
0.44
0.98
3.64
5.58
9.91
8.01
6.94
7.92
8.07
8.26
Sundaram Medium Duration Fund
0.12
0.37
0.81
3.33
4.88
8.25
6.17
4.50
5.21
5.69
6.36
UTI Medium Duration Fund
0.12
0.48
0.86
3.48
5.36
9.42
7.32
5.70
5.30
6.15
Axis Strategic Bond Fund
0.14
0.53
1.10
3.82
5.79
10.30
8.22
7.38
7.51
7.70

As On: 21 May 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Medium Term Plan
0.16
0.53
1.24
3.83
8.41
15.72
15.67
14.51
9.64
9.49
Dsp Bond Fund
0.19
0.73
1.28
4.39
6.18
10.76
8.36
6.71
6.37
6.83
Hdfc Medium Term Debt Fund
0.13
0.52
1.13
3.92
5.85
10.63
8.53
7.87
8.09
8.10
HSBC Medium Duration Fund
0.17
0.60
1.18
4.13
6.30
10.90
Icici Prudential Medium Term Bond Fund
0.10
0.43
1.04
3.59
5.76
10.51
8.72
8.15
8.27
8.34
Bandhan Bond Fund - Medium Term Plan
0.14
0.57
1.10
4.03
6.15
10.62
8.10
6.31
7.54
7.55
Invesco India Medium Duration Fund
0.16
0.56
1.15
4.15
6.08
10.63
8.26
Kotak Medium Term Fund
0.13
0.57
1.45
3.92
5.95
11.45
8.79
8.27
7.81
8.25
Nippon India Strategic Debt Fund
0.11
0.40
1.00
3.75
5.85
10.67
8.12
8.75
2.21
4.20
Sbi Magnum Medium Duration Fund
0.12
0.45
1.02
3.77
5.85
10.49
8.58
7.51
8.48
8.78
Sundaram Medium Duration Fund
0.12
0.38
0.87
3.56
5.34
9.21
7.13
5.47
6.18
6.57
UTI Medium Duration Fund
0.13
0.49
0.92
3.65
5.72
10.16
8.00
6.38
6.00
6.87
Axis Strategic Bond Fund
0.14
0.54
1.15
3.97
6.11
10.98
8.95
8.11
8.24
8.47

As On: 21 May 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Medium Term Plan
16.08
11.95
12.80
10.79
9.32
9.21
Dsp Bond Fund
11.93
8.99
7.27
6.37
6.01
6.55
Hdfc Medium Term Debt Fund
10.92
8.65
7.28
6.81
6.80
7.40
HSBC Medium Duration Fund
11.47
Icici Prudential Medium Term Bond Fund
10.84
8.71
7.56
7.16
7.08
7.63
Bandhan Bond Fund - Medium Term Plan
11.11
8.41
6.53
6.09
6.19
6.87
Invesco India Medium Duration Fund
11.16
8.48
Kotak Medium Term Fund
11.14
8.95
7.47
6.72
6.57
Nippon India Strategic Debt Fund
10.99
8.71
8.29
4.88
3.46
Sbi Magnum Medium Duration Fund
10.95
8.78
7.38
7.13
7.37
8.15
Sundaram Medium Duration Fund
9.32
7.03
5.37
4.74
4.90
5.78
UTI Medium Duration Fund
10.44
8.21
6.97
5.69
5.48
Axis Strategic Bond Fund
11.43
9.15
7.79
7.21
7.18

As On: 21 May 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Medium Term Plan
16.90
12.75
13.59
11.55
10.06
Dsp Bond Fund
12.32
9.37
7.64
6.75
6.42
Hdfc Medium Term Debt Fund
11.65
9.39
8.02
7.56
7.57
HSBC Medium Duration Fund
12.24
Icici Prudential Medium Term Bond Fund
11.50
9.39
8.25
7.85
7.81
Bandhan Bond Fund - Medium Term Plan
11.90
9.18
7.28
6.83
6.92
Invesco India Medium Duration Fund
11.91
9.29
Kotak Medium Term Fund
12.21
10.01
8.52
7.75
7.59
Nippon India Strategic Debt Fund
11.62
9.30
8.88
5.44
4.09
Sbi Magnum Medium Duration Fund
11.52
9.35
7.94
7.68
7.99
Sundaram Medium Duration Fund
10.28
7.98
6.31
5.69
5.84
UTI Medium Duration Fund
11.19
8.92
7.66
6.36
6.16
Axis Strategic Bond Fund
12.11
9.86
8.51
7.93
7.91

Performance Indicators


Calculated On:

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Medium Term Plan 0.00 -0.43 -0.43 9.18 2.14
Dsp Bond Fund -0.05 -0.91 -0.66 1.60 1.17
Hdfc Medium Term Debt Fund 0.00 -0.93 -0.56 1.53 1.15
Icici Prudential Medium Term Bond Fund 0.00 -0.65 -0.65 1.24 0.94
Bandhan Bond Fund - Medium Term Plan -1.02 -1.54 -0.62 2.05 1.59
Invesco India Medium Duration Fund -0.49 -1.28 -0.60 1.79 1.39
Kotak Medium Term Fund -0.84 -0.94 -0.36 1.67 1.24
Nippon India Strategic Debt Fund -0.04 -0.93 -0.47 1.62 1.14
Sbi Magnum Medium Duration Fund 0.00 -0.80 -0.47 1.41 1.06
Sundaram Medium Duration Fund -0.75 -1.35 -0.42 1.79 1.37
Uti Medium Duration Fund -0.05 -0.79 -0.48 1.44 1.08
Axis Strategic Bond Fund 0.00 -0.59 -0.36 1.39 1.02

Calculated On:

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
Aditya Birla Sun Life Medium Term Plan
0.84
3.17
1.37
0.51
2.96
1.55
0.10
0.63
6.8000
Dsp Bond Fund
0.67
0.30
0.66
0.47
1.29
0.78
0.83
0.60
-0.2600
Hdfc Medium Term Debt Fund
0.61
0.27
0.65
0.48
1.34
0.76
0.85
0.59
-0.3500
Icici Prudential Medium Term Bond Fund
1.04
0.48
0.70
0.48
2.75
0.61
0.83
0.66
0.0100
Bandhan Bond Fund - Medium Term Plan
0.16
0.07
0.56
0.46
-0.85
0.98
0.79
0.52
-1.0000
Invesco India Medium Duration Fund
0.25
0.10
0.58
0.48
-0.01
0.88
0.82
0.54
-0.8700
Kotak Medium Term Fund
0.51
0.22
0.64
0.43
1.20
0.76
0.72
0.58
-0.4500
Nippon India Strategic Debt Fund
0.48
0.22
0.64
0.49
1.49
0.71
0.66
0.57
-0.5200
Sbi Magnum Medium Duration Fund
0.83
0.38
0.68
0.48
2.07
0.69
0.82
0.63
-0.1000
Sundaram Medium Duration Fund
-0.35
-0.12
0.48
0.48
-1.01
0.86
0.79
0.44
-2.0000
Uti Medium Duration Fund
0.41
0.17
0.62
0.46
1.41
0.69
0.80
0.56
-0.7300
Axis Strategic Bond Fund
1.06
0.52
0.72
0.47
2.55
0.66
0.79
0.66
0.2000