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
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
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
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
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
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
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
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
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
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
|