Best Medium Duration Mutual Funds June 2024

The average 1 year return of Medium Duration Mutual Funds is 7.89 % for regular funds and 8.58 % for direct funds. The average 3 year return is 5.89 % for regular funds and 6.59 % for direct funds. The average 1 year SIP return is -7.48 % for regular funds and -6.88 % for direct funds. The average 3 year SIP return is 5.28 % for regular funds and 5.97 % for direct funds. The average Sharpe Ratio is -0.82 and the average Standard Deviation is 2.83%.

Find the best Medium Duration Mutual Funds for June 2024. Dive into detailed performance metrics, historical data, and comprehensive insights to help you make informed investment decisions.

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
Aditya Birla Sun Life Medium Term Plan 1
8.34% 12.83% 8.82% 7.68% 8.43% 9.13% 13.64% 9.58% 8.44% 9.17% 9.38% -0.45% 0.00% % 1.58 0.55
Axis Strategic Bond Fund 2
8.42% 6.17% 7.16% 6.86% 7.95% 9.15% 6.91% 7.90% 7.60% 8.76% 1.33% -0.86% -0.61% % -0.24 -0.73
Kotak Medium Term Fund 3
9.33% 5.71% 6.49% 6.17% 7.29% 10.38% 6.79% 7.54% 7.15% 8.33% 1.55% -1.10% -0.84% % -0.29 -0.92
Icici Prudential Medium Term Bond Fund 4
7.85% 5.97% 7.21% 6.81% 7.67% 8.55% 6.68% 7.92% 7.54% 8.45% 1.21% -0.73% -0.28% % -0.30 -0.96
Nippon India Strategic Debt Fund 5
7.69% 5.16% 0.71% 0.81% 3.60% 8.25% 5.73% 1.28% 1.51% 4.36% 8.11% -1.13% -0.44% % 0.54 0.29
Sbi Magnum Medium Duration Fund 6
7.89% 5.83% 7.14% 7.21% 8.23% 8.46% 6.40% 7.68% 7.81% 8.95% 1.34% -1.07% -0.68% % -0.33 -1.04
Hdfc Medium Term Debt Fund 7
7.94% 5.54% 6.64% 6.62% 7.37% 8.68% 6.28% 7.43% 7.44% 8.11% 1.48% -1.42% -0.95% % -0.33 -1.06
Uti Medium Term Fund 8
7.43% 6.13% 4.45% 4.74% % 8.13% 6.80% 5.09% 5.42% % 2.24% -1.31% -0.94% % -0.22 -0.49
Dsp Bond Fund 9
7.87% 5.42% 6.14% 5.16% 6.58% 8.24% 5.79% 6.52% 5.56% 7.06% 1.52% -1.39% -1.49% % -0.35 -1.16
Union Medium Duration Fund 10
7.76% 4.80% % % % 8.02% 5.05% % % % 1.88% -2.37% -2.30% % -0.35 -1.18
Bandhan Bond Fund - Medium Term Plan 11
7.77% 4.64% 5.64% 5.99% 6.88% 8.54% 5.39% 6.38% 6.71% 7.60% 2.06% -2.57% -2.65% % -0.38 -1.26
Sundaram Medium Term Bond Fund 12
6.43% 3.62% 4.11% 4.55% 5.94% 7.41% 4.58% 5.08% 5.53% 6.82% 1.82% -2.23% -2.13% % -0.51 -1.89

Return Calculated On: 17 September 2024

Ratios Calculated On: 28 June 2024

Performance Indicators


LumpSum Investment Value Chart


SIP vs Lumpsum Investment (R) Chart



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

SIP vs Lumpsum Investment (D) Chart



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Medium Term Plan 13,000.80 11,562.49 51,710.40 41,399.03 91,560.00 78,904.26 141,002.40 114,353.40 269,592.00 180,767.88 629,838.00 346,067.46
DSP Bond Fund 12,944.40 11,485.32 42,177.60 38,882.05 80,814.00 68,896.68 119,431.20 99,187.87 226,944.00 154,867.20 461,700.00 282,834.18
HDFC Medium Term Debt Fund 12,952.80 11,515.84 42,321.60 38,965.97 82,752.00 69,606.66 131,602.80 102,432.96 244,308.00 163,492.56 539,694.00 307,256.40
ICICI Prudential Medium Term Bond Fund 12,942.00 11,497.01 42,847.20 39,069.36 84,990.00 70,228.44 133,182.00 103,703.04 251,256.00 165,927.96 546,120.00 313,044.84
Bandhan Bond Fund - Medium Term Plan 12,932.40 11,501.75 41,248.80 38,575.73 78,936.00 67,806.06 126,184.80 99,418.03 233,484.00 157,711.80 518,706.00 293,632.56
Invesco India Medium Duration Fund 12,933.60 11,501.42 41,356.80 38,639.81
Kotak Medium Term Fund 13,119.60 11,583.82 42,519.60 39,158.60 82,182.00 69,806.88 127,705.20 101,729.88 242,640.00 161,553.84
Nippon India Strategic Debt Fund 12,922.80 11,504.40 41,871.60 38,853.61 62,148.00 69,396.06 88,888.80 92,015.36 170,892.00 133,956.00
SBI Magnum Medium Duration Fund 12,946.80 11,504.39 42,674.40 39,073.46 84,696.00 69,888.66 136,726.80 103,929.76 264,684.00 169,206.72 563,832.00 327,005.82
Sundaram Medium Term Bond Fund 12,771.60 11,421.18 40,050.00 37,956.02 73,386.00 65,892.48 114,685.20 94,840.96 213,720.00 148,025.52 442,386.00 269,887.32
Union Medium Duration Fund 12,931.20 11,498.70 41,432.40 38,681.39
UTI Medium Term Fund 12,891.60 11,489.28 43,041.60 38,730.60 74,586.00 68,373.66 116,172.00 97,439.75
Axis Strategic Bond Fund 13,010.40 11,533.44 43,088.40 39,234.64 84,780.00 70,411.86 133,644.00 103,578.13 257,760.00 166,515.84

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Medium Term Plan 13,095.60 11,608.52 52,833.60 41,896.44 94,800.00 80,467.14 148,092.00 117,426.88 288,528.00 187,991.40
DSP Bond Fund 12,988.80 11,507.24 42,620.40 39,101.33 82,296.00 69,553.14 122,648.40 100,538.26 237,492.00 158,301.12
HDFC Medium Term Debt Fund 13,041.60 11,558.58 43,218.00 39,403.62 85,878.00 70,963.32 138,776.40 105,313.82 261,768.00 170,292.48
ICICI Prudential Medium Term Bond Fund 13,026.00 11,537.27 43,711.20 39,483.14 87,822.00 71,500.68 139,750.80 106,351.98 270,012.00 172,625.88
Bandhan Bond Fund - Medium Term Plan 13,024.80 11,546.42 42,138.00 39,018.46 81,738.00 69,097.26 132,375.60 102,051.10 249,636.00 163,855.92
Invesco India Medium Duration Fund 13,026.00 11,546.30 42,454.80 39,154.93
Kotak Medium Term Fund 13,245.60 11,644.84 43,837.20 39,787.24 86,304.00 71,707.68 136,197.60 105,506.02 267,036.00 170,493.60
Nippon India Strategic Debt Fund 12,990.00 11,537.04 42,552.00 39,187.98 63,948.00 70,405.68 93,265.20 93,902.17 183,924.00 138,559.92
SBI Magnum Medium Duration Fund 13,015.20 11,537.62 43,358.40 39,408.73 86,874.00 70,890.12 142,237.20 106,007.24 282,768.00 175,037.88
Sundaram Medium Term Bond Fund 12,889.20 11,478.07 41,176.80 38,507.22 76,878.00 67,525.32 122,455.20 98,125.10 232,152.00 155,483.88
Union Medium Duration Fund 12,962.40 11,513.99 41,738.40 38,828.41
UTI Medium Term Fund 12,975.60 11,530.31 43,848.00 39,126.38 76,908.00 69,538.50 121,573.20 99,774.95
Axis Strategic Bond Fund 13,098.00 11,574.61 43,988.40 39,671.10 87,774.00 71,740.98 140,263.20 106,314.94 277,800.00 173,233.68

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %

Union Medium Duration Fund

-2.30 -2.37 -0.83 1.88 1.51

Uti Medium Term Fund

-0.94 -1.31 -0.50 2.24 1.22

Axis Strategic Bond Fund

-0.61 -0.86 -0.49 1.33 0.99

Aditya Birla Sun Life Medium Term Plan

0.00 -0.45 -0.45 9.38 2.14

Dsp Bond Fund

-1.49 -1.39 -0.63 1.52 1.17

Hdfc Medium Term Debt Fund

-0.95 -1.42 -0.54 1.48 1.15

Icici Prudential Medium Term Bond Fund

-0.28 -0.73 -0.39 1.21 0.91

Bandhan Bond Fund - Medium Term Plan

-2.65 -2.57 -0.72 2.06 1.60

Kotak Medium Term Fund

-0.84 -1.10 -0.32 1.55 1.15

Nippon India Strategic Debt Fund

-0.44 -1.13 -0.61 8.11 1.91

Sbi Magnum Medium Duration Fund

-0.68 -1.07 -0.61 1.34 1.01

Sundaram Medium Term Bond Fund

-2.13 -2.23 -0.50 1.82 1.39

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return

Union Medium Duration Fund

-1.18
-0.35
0.38
0.43

Uti Medium Term Fund

-0.49
-0.22
0.52
0.52

Axis Strategic Bond Fund

-0.73
-0.24
0.56
0.41

Aditya Birla Sun Life Medium Term Plan

0.55
1.58
1.21
0.51

Dsp Bond Fund

-1.16
-0.35
0.46
0.44

Hdfc Medium Term Debt Fund

-1.06
-0.33
0.47
0.42

Icici Prudential Medium Term Bond Fund

-0.96
-0.30
0.55
0.43

Bandhan Bond Fund - Medium Term Plan

-1.26
-0.38
0.34
0.43

Kotak Medium Term Fund

-0.92
-0.29
0.50
0.40

Nippon India Strategic Debt Fund

0.29
0.54
0.86
0.52

Sbi Magnum Medium Duration Fund

-1.04
-0.33
0.51
0.44

Sundaram Medium Term Bond Fund

-1.89
-0.51
0.28
0.43

As On: 17 September 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Medium Term Plan
-0.02%
0.37%
0.87%
2.55%
4.95%
8.34%
12.83%
8.82%
7.68%
8.43%
8.71%
DSP Bond Fund
0.00%
0.25%
0.78%
2.27%
3.94%
7.87%
5.42%
6.14%
5.16%
6.58%
6.48%
HDFC Medium Term Debt Fund
-0.04%
0.32%
0.81%
2.46%
4.27%
7.94%
5.54%
6.64%
6.62%
7.37%
7.59%
ICICI Prudential Medium Term Bond Fund
-0.01%
0.33%
0.77%
2.32%
4.19%
7.85%
5.97%
7.21%
6.81%
7.67%
7.68%
Bandhan Bond Fund - Medium Term Plan
-0.03%
0.37%
0.79%
2.45%
4.12%
7.77%
4.64%
5.64%
5.99%
6.88%
7.31%
Invesco India Medium Duration Fund
-0.02%
0.32%
0.75%
2.29%
4.11%
7.78%
4.73%
%
%
%
%
Kotak Medium Term Fund
-0.03%
0.40%
0.91%
2.73%
4.45%
9.33%
5.71%
6.49%
6.17%
7.29%
%
Nippon India Strategic Debt Fund
-0.02%
0.34%
0.76%
2.37%
4.34%
7.69%
5.16%
0.71%
0.81%
3.60%
%
SBI Magnum Medium Duration Fund
-0.03%
0.36%
0.80%
2.35%
4.27%
7.89%
5.83%
7.14%
7.21%
8.23%
7.91%
Sundaram Medium Term Bond Fund
-0.03%
0.34%
0.70%
2.05%
3.52%
6.43%
3.62%
4.11%
4.55%
5.94%
6.18%
Union Medium Duration Fund
-0.03%
0.35%
0.83%
2.43%
4.05%
7.76%
4.80%
%
%
%
%
UTI Medium Term Fund
-0.02%
0.35%
0.89%
2.40%
4.06%
7.43%
6.13%
4.45%
4.74%
%
%
Axis Strategic Bond Fund
-0.02%
0.37%
0.77%
2.39%
4.44%
8.42%
6.17%
7.16%
6.86%
7.95%
%

As On: 17 September 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Medium Term Plan
-0.02%
0.38%
0.93%
2.74%
5.33%
9.13%
13.64%
9.58%
8.44%
9.17%
%
DSP Bond Fund
0.00%
0.26%
0.81%
2.36%
4.12%
8.24%
5.79%
6.52%
5.56%
7.06%
%
HDFC Medium Term Debt Fund
-0.04%
0.33%
0.86%
2.63%
4.63%
8.68%
6.28%
7.43%
7.44%
8.11%
%
ICICI Prudential Medium Term Bond Fund
-0.01%
0.34%
0.82%
2.48%
4.52%
8.55%
6.68%
7.92%
7.54%
8.45%
%
Bandhan Bond Fund - Medium Term Plan
-0.03%
0.39%
0.84%
2.63%
4.49%
8.54%
5.39%
6.38%
6.71%
7.60%
%
Invesco India Medium Duration Fund
-0.02%
0.33%
0.81%
2.49%
4.56%
8.55%
5.65%
%
%
%
%
Kotak Medium Term Fund
-0.03%
0.42%
0.99%
2.98%
4.96%
10.38%
6.79%
7.54%
7.15%
8.33%
%
Nippon India Strategic Debt Fund
-0.02%
0.35%
0.80%
2.51%
4.62%
8.25%
5.73%
1.28%
1.51%
4.36%
%
SBI Magnum Medium Duration Fund
-0.03%
0.37%
0.84%
2.49%
4.55%
8.46%
6.40%
7.68%
7.81%
8.95%
%
Sundaram Medium Term Bond Fund
-0.03%
0.36%
0.77%
2.28%
4.00%
7.41%
4.58%
5.08%
5.53%
6.82%
%
Union Medium Duration Fund
-0.03%
0.35%
0.85%
2.50%
4.18%
8.02%
5.05%
%
%
%
%
UTI Medium Term Fund
-0.02%
0.37%
0.95%
2.56%
4.41%
8.13%
6.80%
5.09%
5.42%
%
%
Axis Strategic Bond Fund
-0.02%
0.38%
0.82%
2.55%
4.78%
9.15%
6.91%
7.90%
7.60%
8.76%
%

As On: 17 September 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Medium Term Plan
-6.66%
9.27%
10.88%
8.66%
7.94%
8.21%
DSP Bond Fund
-7.82%
5.05%
5.46%
4.67%
4.98%
5.76%
HDFC Medium Term Debt Fund
-7.36%
5.20%
5.87%
5.58%
6.02%
6.77%
ICICI Prudential Medium Term Bond Fund
-7.64%
5.37%
6.22%
5.92%
6.30%
7.00%
Bandhan Bond Fund - Medium Term Plan
-7.57%
4.53%
4.83%
4.74%
5.33%
6.22%
Invesco India Medium Duration Fund
-7.57%
4.64%
%
%
%
%
Kotak Medium Term Fund
-6.34%
5.52%
5.98%
5.38%
5.79%
%
Nippon India Strategic Debt Fund
-7.53%
5.00%
5.75%
2.57%
2.17%
%
SBI Magnum Medium Duration Fund
-7.53%
5.38%
6.03%
5.98%
6.68%
7.53%
Sundaram Medium Term Bond Fund
-8.78%
3.46%
3.69%
3.42%
4.11%
5.18%
Union Medium Duration Fund
-7.62%
4.71%
%
%
%
%
UTI Medium Term Fund
-7.76%
4.79%
5.16%
4.18%
%
%
Axis Strategic Bond Fund
-7.09%
5.65%
6.33%
5.89%
6.37%
%

As On: 17 September 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Medium Term Plan
-5.96%
10.08%
11.67%
9.40%
8.68%
%
DSP Bond Fund
-7.49%
5.43%
5.84%
5.05%
5.40%
%
HDFC Medium Term Debt Fund
-6.72%
5.94%
6.64%
6.35%
6.80%
%
ICICI Prudential Medium Term Bond Fund
-7.04%
6.08%
6.94%
6.63%
7.06%
%
Bandhan Bond Fund - Medium Term Plan
-6.90%
5.29%
5.58%
5.47%
6.06%
%
Invesco India Medium Duration Fund
-6.90%
5.52%
%
%
%
%
Kotak Medium Term Fund
-5.41%
6.59%
7.05%
6.40%
6.82%
%
Nippon India Strategic Debt Fund
-7.04%
5.57%
6.32%
3.14%
2.83%
%
SBI Magnum Medium Duration Fund
-7.03%
5.95%
6.60%
6.54%
7.33%
%
Sundaram Medium Term Bond Fund
-7.93%
4.41%
4.66%
4.37%
5.06%
%
Union Medium Duration Fund
-7.39%
4.96%
%
%
%
%
UTI Medium Term Fund
-7.14%
5.47%
5.83%
4.84%
%
%
Axis Strategic Bond Fund
-6.47%
6.39%
7.07%
6.62%
7.13%
%