Best Medium Duration Mutual Funds

  1. Aditya Birla Sun Life Medium Term Plan

    In the Medium Duration Fund category, Aditya Birla Sun Life Medium Term Plan is the top ranked fund. 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 3.6% which is higher than the category average of 1.42%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.68 which is higher than the category average of -0.38. 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 Axis Strategic Bond Fund has shown an excellent past performence in Medium Duration Fund. The fund has a Jensen Alpha of 2.7% which is higher than the category average of 1.42%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.0 which is lower than the category average of -0.38. 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 Icici Prudential Medium Term Bond Fund has shown an excellent past performence in Medium Duration Fund. The fund has a Jensen Alpha of 2.94% which is higher than the category average of 1.42%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of -0.05 which is lower than the category average of -0.38. 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 2.23% which is higher than the category average of 1.42%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of -0.22 which is lower than the category average of -0.38. Read Full Review

  5. Kotak Medium Term Fund

    Kotak Medium Term Fund is the 5th ranked fund in the Medium Duration Fund category. The category has total 12 funds. The Kotak Medium Term Fund has shown a very good past performence in Medium Duration Fund. The fund has a Jensen Alpha of 1.59% which is higher than the category average of 1.42%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of -0.33 which is lower than the category average of -0.38. Read Full Review

  6. Nippon India Strategic Debt Fund

    Nippon India Strategic Debt Fund is the 6th ranked fund in the Medium Duration Fund category. 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 1.69% which is higher than the category average of 1.42%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of -0.5 which is lower than the category average of -0.38. Read Full Review

  7. Dsp Bond Fund

    In the Medium Duration Fund category, Dsp Bond Fund is the 7th ranked fund. The category has total 12 funds. The Dsp Bond Fund has shown an average past performence in Medium Duration Fund. The fund has a Jensen Alpha of 1.39% which is lower than the category average of 1.42%, showing poor performance. The fund has a Sharpe Ratio of -0.41 which is lower than the category average of -0.38. Read Full Review

  8. Hdfc Medium Term Debt Fund

    Hdfc Medium Term Debt Fund is the 8th 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 1.41% which is lower than the category average of 1.42%, showing poor performance. The fund has a Sharpe Ratio of -0.44 which is lower than the category average of -0.38. Read Full Review

  9. UTI Medium Duration Fund

    UTI Medium Duration Fund is the 9th ranked fund in the Medium Duration Fund category. The category has total 12 funds. The UTI Medium Duration Fund has shown a poor past performence in Medium Duration Fund. The fund has a Jensen Alpha of 1.34% which is lower than the category average of 1.42%, showing poor performance. The fund has a Sharpe Ratio of -0.66 which is lower than the category average of -0.38. Read Full Review

  10. Bandhan Bond Fund - Medium Term Plan

    Bandhan Bond Fund - Medium Term Plan 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 Bandhan Bond Fund - Medium Term Plan in Medium Duration Fund. The fund has a Jensen Alpha of -0.89% which is lower than the category average of 1.42%, showing poor performance. The fund has a Sharpe Ratio of -0.66 which is lower than the category average of -0.38. Read Full Review

Return Calculated On: 02 April 2025 | Ratios Calculated On:

As On: 02 April 2025

As On: 02 April 2025

As On: 02 April 2025

As On: 02 April 2025

Performance Indicators


7.118.368.488.528.678.728.798.828.939.059.089.2313.6302468101214Aditya Birla Sun Life MedAxis Strategic Bond FundHSBC Medium Duration FundNippon India Strategic DeIcici Prudential Medium TSbi Magnum Medium DuratioDsp Bond FundHdfc Medium Term Debt FunKotak Medium Term FundInvesco India Medium DuraBandhan Bond Fund - MediuUTI Medium Duration FundSundaram Medium Duration
1Y Return % of Medium Duration Mutual Funds1Y Return %www.bmsmoney.com

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