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 December 2022

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 19 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. 4.87% 6.53% -1.66% -1.26% -0.12 -0.04 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 11 KPIs that are in top quartile. The fund has 58% 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. 4.21% 6.37% -0.86% -1.33% -0.22 -0.09 0.40

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. 3.84% 6.31% -1.07% -1.50% -0.22 -0.09 0.43

Hdfc Medium Term Debt Fund

4 The Hdfc Medium Term Debt Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14 funds. The fund has three KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. 3.32% 5.77% -1.42% -2.53% -0.40 -0.14 0.42

Aditya Birla Sun Life Medium Term Plan

5 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 nine KPIs that are in bottom quartile. The fund has 39% of the KPIs that are in bottom quartile. 25.07% 13.04% -6.08% -2.41% 0.55 0.45 0.55

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 three KPIs that are in top quartile. The fund has 16% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. 3.52% 5.28% -1.39% -2.12% -0.57 -0.22 0.46

Kotak Medium Term Fund

7 The Kotak 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 11% of the KPIs that are in top quartile. The fund has five KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. 3.34% 5.19% -4.35% -3.34% -0.42 -0.14 0.50

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 one KPI that is 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. 2.79% 3.12% -3.17% -4.15% -0.97 -0.32 0.51

Sundaram Medium Term Bond Fund

9 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 15 KPIs that are in bottom quartile. The fund has 65% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 1.35% 2.78% -2.23% -3.65% -1.43 -0.44 0.43

Idfc Bond Fund - Medium Term Plan

10 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 eight KPIs that are in bottom quartile. The fund has 42% of the KPIs that are in bottom quartile. 2.05% 4.67% -2.57% -4.07% -0.75 -0.25 0.39

Nippon India Strategic Debt Fund

11 The Nippon India Strategic Debt Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14 funds. The fund has one KPI that is in top quartile. The fund has 13 KPIs that are in bottom quartile. The fund has 68% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 2.34% -2.89% -26.33% -5.03% -0.54 -0.15 0.58

****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: 27 January 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
-0.07
9
0.02
6
0.30
13
1.65
11
3.10
3
25.07
1
13.04
1
7.81
1
Axis Strategic Bond Fund
-0.06
5
0.03
3
0.47
5
1.69
9
2.91
5
4.21
3
6.37
3
6.63
4
DSP Bond Fund
-0.08
11
0.02
4
0.44
7
1.88
3
2.86
7
3.52
5
5.28
6
4.54
8
HDFC Medium Term Debt Fund
-0.04
3
0.01
7
0.40
10
1.71
7
2.89
6
3.32
7
5.77
5
6.51
5
ICICI Prudential Medium Term Bond Fund
0.00
1
0.08
1
0.48
4
1.70
8
3.12
2
4.87
2
6.53
2
6.86
3
IDFC Bond Fund - Medium Term Plan
-0.15
14
-0.09
14
0.52
1
1.94
1
2.26
13
2.05
12
4.67
8
5.97
6
Kotak Medium Term Fund
-0.07
6
-0.03
10
0.34
12
1.30
14
2.61
9
3.34
6
5.19
7
5.73
7
Nippon India Strategic Debt Fund
-0.04
2
0.00
8
0.24
14
1.46
13
2.40
11
2.34
9
-2.89
11
-1.55
11
SBI Magnum Medium Duration Fund
-0.07
8
0.02
5
0.44
8
1.89
2
3.10
4
3.84
4
6.31
4
7.30
2
Sundaram Medium Term Bond Fund
-0.07
7
-0.07
12
0.44
9
1.55
12
2.00
14
1.35
13
2.78
10
4.30
9
UTI Medium Term Fund
-0.07
10
-0.08
13
0.38
11
1.68
10
2.72
8
2.79
8
3.12
9
4.00
10
Union Medium Duration Fund
-0.09
12
-0.00
9
0.49
2
1.80
4
2.39
12
2.06
11
Invesco India Medium Duration Fund
-0.09
13
-0.05
11
0.45
6
1.71
6
2.45
10
2.31
10
Baroda BNP Paribas Medium Duration Fund
-0.05
4
0.06
2
0.49
3
1.80
5
3.42
1

Returns (Direct Plan)

As On: 27 January 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
-0.07
9
0.02
6
0.30
13
1.65
11
3.10
3
25.07
1
13.04
1
7.81
1
Axis Strategic Bond Fund
-0.06
5
0.03
3
0.47
5
1.69
9
2.91
5
4.21
3
6.37
3
6.63
4
DSP Bond Fund
-0.08
11
0.02
4
0.44
7
1.88
3
2.86
7
3.52
5
5.28
6
4.54
8
HDFC Medium Term Debt Fund
-0.04
3
0.01
7
0.40
10
1.71
7
2.89
6
3.32
7
5.77
5
6.51
5
ICICI Prudential Medium Term Bond Fund
0.00
1
0.08
1
0.48
4
1.70
8
3.12
2
4.87
2
6.53
2
6.86
3
IDFC Bond Fund - Medium Term Plan
-0.15
14
-0.09
14
0.52
1
1.94
1
2.26
13
2.05
12
4.67
8
5.97
6
Kotak Medium Term Fund
-0.07
6
-0.03
10
0.34
12
1.30
14
2.61
9
3.34
6
5.19
7
5.73
7
Nippon India Strategic Debt Fund
-0.04
2
0.00
8
0.24
14
1.46
13
2.40
11
2.34
9
-2.89
11
-1.55
11
SBI Magnum Medium Duration Fund
-0.07
8
0.02
5
0.44
8
1.89
2
3.10
4
3.84
4
6.31
4
7.30
2
Sundaram Medium Term Bond Fund
-0.07
7
-0.07
12
0.44
9
1.55
12
2.00
14
1.35
13
2.78
10
4.30
9
UTI Medium Term Fund
-0.07
10
-0.08
13
0.38
11
1.68
10
2.72
8
2.79
8
3.12
9
4.00
10
Union Medium Duration Fund
-0.09
12
-0.00
9
0.49
2
1.80
4
2.39
12
2.06
11
Invesco India Medium Duration Fund
-0.09
13
-0.05
11
0.45
6
1.71
6
2.45
10
2.31
10
Baroda BNP Paribas Medium Duration Fund
-0.05
4
0.06
2
0.49
3
1.80
5
3.42
1
Click on + to See Details
As On: 27 January 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

0.43
1
1.98
1
6.16
1
9.85
2
3.94
9

Axis Strategic Bond Fund

0.39
5
0.98
2
1.68
3
5.60
4
7.52
4

Dsp Bond Fund

0.36
8
0.66
8
1.12
7
3.87
9
5.28
7

Hdfc Medium Term Debt Fund

0.41
4
0.88
5
1.19
6
5.45
5
7.90
3

Icici Prudential Medium Term Bond Fund

0.41
2
0.96
3
1.76
2
5.67
3
8.10
2

Idfc Bond Fund - Medium Term Plan

0.35
9
0.52
11
0.26
11
2.94
10
7.36
5

Kotak Medium Term Fund

0.32
10
0.89
4
1.40
4
5.12
6
6.53
6

Nippon India Strategic Debt Fund

0.28
12
0.76
7
0.53
9
14.51
1
-4.38
11

Sbi Magnum Medium Duration Fund

0.41
3
0.82
6
1.29
5
4.38
8
8.98
1

Sundaram Medium Term Bond Fund

0.26
14
0.21
13
-0.03
13
2.05
11
5.27
8

Uti Medium Term Fund

0.27
13
0.54
9
1.02
8
4.65
7
3.36
10

Union Medium Duration Fund

0.37
7
0.53
10
0.25
12

Invesco India Medium Duration Fund

0.38
6
0.51
12
0.50
10

Baroda Bnp Paribas Medium Duration Fund

0.29
11
As On: 27 January 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

0.49
1
2.16
1
6.51
1
10.49
2
4.63
9

Axis Strategic Bond Fund

0.45
6
1.15
2
2.04
3
6.35
4
8.27
4

Dsp Bond Fund

0.38
10
0.75
8
1.29
8
4.27
9
5.69
8

Hdfc Medium Term Debt Fund

0.47
2
1.05
5
1.53
6
6.28
5
8.78
3

Icici Prudential Medium Term Bond Fund

0.47
3
1.13
4
2.12
2
6.43
3
8.83
2

Idfc Bond Fund - Medium Term Plan

0.41
7
0.70
10
0.62
11
3.66
10
8.08
5

Kotak Medium Term Fund

0.41
8
1.15
3
1.96
4
6.21
6
7.48
6

Nippon India Strategic Debt Fund

0.33
12
0.90
7
0.80
10
15.14
1
-3.72
11

Sbi Magnum Medium Duration Fund

0.46
5
0.96
6
1.56
5
4.95
8
9.46
1

Sundaram Medium Term Bond Fund

0.34
11
0.47
13
0.46
12
3.09
11
6.22
7

Uti Medium Term Fund

0.32
13
0.69
11
1.33
7
5.39
7
4.06
10

Union Medium Duration Fund

0.39
9
0.60
12
0.36
13

Invesco India Medium Duration Fund

0.46
4
0.75
9
0.97
9

Baroda Bnp Paribas Medium Duration Fund

0.32
14
As On: 31 December 2022
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
-6.08
10
-2.08
10
10.76
10
4.83
10

Axis Strategic Bond Fund

-1.33
2
-0.86
1
-0.44
1
1.99
1
1.38
1

Dsp Bond Fund

-2.12
4
-1.39
3
-0.58
4
2.49
5
1.59
3

Hdfc Medium Term Debt Fund

-2.53
6
-1.42
4
-0.74
5
2.42
4
1.76
5

Icici Prudential Medium Term Bond Fund

-1.26
1
-1.66
5
-0.56
3
2.38
3
1.72
4

Idfc Bond Fund - Medium Term Plan

-4.07
9
-2.57
7
-1.31
8
2.72
7
2.04
7

Kotak Medium Term Fund

-3.34
7
-4.35
9
-1.36
9
3.55
8
2.73
9

Nippon India Strategic Debt Fund

-5.03
11
-26.33
11
-26.33
11
16.99
11
14.42
11

Sbi Magnum Medium Duration Fund

-1.50
3
-1.07
2
-0.47
2
2.28
2
1.45
2

Sundaram Medium Term Bond Fund

-3.65
8
-2.23
6
-0.98
6
2.65
6
1.86
6

Uti Medium Term Fund

-4.15
10
-3.17
8
-1.17
7
3.56
9
2.67
8

Baroda Bnp Paribas Medium Duration Fund

As On: 31 December 2022
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
0.45
1
0.80
1
0.55
-7.76
5 2.97 1
0.38
4
0.02
1
0.61
1
0.0072
1

Axis Strategic Bond Fund

-0.22
4
-0.09
3
0.57
2
0.40

Dsp Bond Fund

-0.57
8
-0.22
8
0.45
6
0.46

Hdfc Medium Term Debt Fund

-0.40
5
-0.14
6
0.49
5
0.42
-0.79
3 1.13 2
0.54
2
-0.01
3
0.48
3
-0.0027
3

Icici Prudential Medium Term Bond Fund

-0.12
2
-0.04
2
0.54
4
0.46
2.16
1 0.65 4
0.48
3
-0.00
2
0.51
2
0.0027
2

Idfc Bond Fund - Medium Term Plan

-0.75
9
-0.25
9
0.36
7
0.39

Kotak Medium Term Fund

-0.42
6
-0.14
5
0.35
8
0.50

Nippon India Strategic Debt Fund

-0.54
7
-0.15
7
-0.08
11
0.58

Sbi Magnum Medium Duration Fund

-0.22
3
-0.09
4
0.55
3
0.43

Sundaram Medium Term Bond Fund

-1.43
11
-0.44
11
0.21
10
0.43
-1.80
4 0.69 3
0.60
1
-0.05
4
0.17
5
-0.0342
5

Uti Medium Term Fund

-0.97
10
-0.32
10
0.23
9
0.51
2.02
2 0.07 5
0.00
5
-0.47
5
0.29
4
-0.0276
4

Baroda Bnp Paribas Medium Duration Fund





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

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