| Fund Name | Rank | Rating | 1Y | 3Y | 5Y | 7Y | 10Y | SD | Max DD | VaR1Y95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | |
10.81 | 10.68 | 12.80 | 10.12 | 9.43 | 1.80 | -0.08 | 0.00 | 3.70 | 0.34 | 2.36 | 2.30 | |
| 2 | |
9.07 | 9.16 | 7.80 | 7.66 | 7.95 | 1.35 | -0.08 | 0.00 | 1.02 | 0.75 | 1.23 | 1.84 | |
| 3 | |
8.66 | 8.52 | 7.55 | 8.21 | 8.23 | 1.03 | -0.03 | 0.00 | 1.17 | 0.55 | 1.49 | 2.13 | |
| 4 | |
9.87 | 9.07 | 9.71 | 2.26 | 4.12 | 1.89 | -0.24 | -0.05 | 1.22 | 0.74 | 1.11 | 1.41 | |
| 5 | |
8.46 | 8.72 | 7.60 | 7.86 | 8.37 | 1.20 | -0.04 | 0.00 | 1.00 | 0.68 | 1.33 | 1.94 | |
| 6 | |
7.82 | 8.17 | 7.10 | 7.73 | 7.91 | 1.29 | -0.25 | -0.03 | 0.28 | 0.74 | 0.75 | 1.36 | |
| 7 | |
7.35 | 8.03 | 6.94 | 7.98 | 8.63 | 1.21 | -0.26 | 0.00 | 0.45 | 0.71 | 0.88 | 1.53 | |
| 8 | |
7.64 | 8.26 | 1.30 | -0.23 | 0.00 | 0.38 | 0.74 | 0.82 | 1.43 | ||||
| 9 | |
7.03 | 7.77 | 6.48 | 6.16 | 6.67 | 1.43 | -0.28 | -0.38 | 0.06 | 0.82 | 0.68 | 1.21 | |
| 9 | |
7.03 | 7.77 | 6.48 | 6.16 | 6.67 | 1.43 | -0.28 | -0.38 | 0.06 | 0.82 | 0.68 | 1.21 | |
| 9 | |
7.03 | 7.77 | 6.48 | 6.16 | 6.67 | 1.43 | -0.28 | -0.38 | 0.06 | 0.82 | 0.68 | 1.21 | |
| 9 | |
7.03 | 7.77 | 6.48 | 6.16 | 6.67 | 1.43 | -0.28 | -0.38 | 0.06 | 0.82 | 0.68 | 1.21 | |
| 9 | |
7.03 | 7.77 | 6.48 | 6.16 | 6.67 | 1.43 | -0.28 | -0.38 | 0.06 | 0.82 | 0.68 | 1.21 | |
| 9 | |
7.03 | 7.77 | 6.48 | 6.16 | 6.67 | 1.43 | -0.28 | -0.38 | 0.06 | 0.82 | 0.68 | 1.21 | |
| 9 | |
7.03 | 7.77 | 6.48 | 6.16 | 6.67 | 1.43 | -0.28 | -0.38 | 0.06 | 0.82 | 0.68 | 1.21 | |
| 9 | |
7.03 | 7.77 | 6.48 | 6.16 | 6.67 | 1.43 | -0.28 | -0.38 | 0.06 | 0.82 | 0.68 | 1.21 | |
| 10 | |
6.72 | 7.52 | 6.89 | 5.65 | 6.47 | 1.30 | -0.42 | 0.00 | -0.39 | 0.75 | 0.42 | 0.88 | |
| 11 | |
6.87 | 7.67 | 1.45 | -0.40 | -0.10 | -0.51 | 0.82 | 0.41 | 0.82 | ||||
| 12 | |
6.53 | 7.47 | 6.08 | 6.88 | 7.19 | 1.55 | -0.48 | -0.44 | -0.68 | 0.87 | 0.36 | 0.73 | |
| 13 | |
5.92 | 6.56 | 5.27 | 5.67 | 6.46 | 1.39 | -0.43 | -0.25 | -1.51 | 0.76 | 0.04 | 0.08 |
Return Calculated On: 13 March 2026 | Ratios Calculated On: 27 February 2026
1Y, 3Y, 5Y, 7Y, and 10Y returns are annualized (in %). All returns are calculated on a compounded annual growth rate (CAGR) basis for Direct Growth funds
Rating: 5 Stars (Best) to 1 Star (Worst) | Rank: 1 (Best) to 100 (Worst). Rating and Rank are based on the performance of the fund over the last 3 years.
Max DD: Maximum Drawdown (in %) | SD: Standard Deviation (in %) | VaR 1Y 95%: Value at Risk (in %) | Jensen's Alpha: (in %)
Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.
Data Source: www.amfiindia.com
For more details, visit AMFI India.
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 3.7% which is higher than the category average of 0.45%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 2.3 which is higher than the category average of 1.35. Read Full Review
In the Medium Duration Fund category, Kotak Medium Term Fund is the 5th ranked fund. The category has total 12 funds. The 4 star rating shows a very good past performance of the Kotak Medium Term Fund in Medium Duration Fund. The fund has a Jensen Alpha of 1.02% which is higher than the category average of 0.45%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.84 which is higher than the category average of 1.35. Read Full Review
Icici Prudential Medium Term Bond Fund is the second 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 1.17% which is higher than the category average of 0.45%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 2.13 which is higher than the category average of 1.35. Read Full Review
Nippon India Medium Duration Fund is the 4th ranked fund in the Medium Duration Fund category. The category has total 12 funds. The Nippon India Medium Duration Fund has shown a very good past performence in Medium Duration Fund. The fund has a Jensen Alpha of 1.22% which is higher than the category average of 0.45%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.41 which is higher than the category average of 1.35. Read Full Review
In the Medium Duration Fund category, Axis Strategic Bond Fund is the third ranked fund. 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 1.0% which is higher than the category average of 0.45%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.94 which is higher than the category average of 1.35. Read Full Review
In the Medium Duration Fund category, Hdfc Medium Term Debt Fund is the 8th ranked fund. 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 0.28% which is lower than the category average of 0.45%, showing poor performance. The fund has a Sharpe Ratio of 1.36 which is higher than the category average of 1.35. Read Full Review
In the Medium Duration Fund category, Sbi Medium Duration Fund is the 7th ranked fund. The category has total 12 funds. The 3 star rating shows an average past performance of the Sbi Medium Duration Fund in Medium Duration Fund. The fund has a Jensen Alpha of 0.45% which is lower than the category average of 0.45%, showing poor performance. The fund has a Sharpe Ratio of 1.53 which is higher than the category average of 1.35. Read Full Review
In the Medium Duration Fund category, Dsp Bond Fund is the 6th 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 0.06% which is lower than the category average of 0.45%, showing poor performance. The fund has a Sharpe Ratio of 1.21 which is lower than the category average of 1.35. Read Full Review
In the Medium Duration Fund category, Dsp Bond Fund is the 6th 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 0.06% which is lower than the category average of 0.45%, showing poor performance. The fund has a Sharpe Ratio of 1.21 which is lower than the category average of 1.35. Read Full Review
In the Medium Duration Fund category, Dsp Bond Fund is the 6th 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 0.06% which is lower than the category average of 0.45%, showing poor performance. The fund has a Sharpe Ratio of 1.21 which is lower than the category average of 1.35. Read Full Review
As On: 13 March 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Plan |
-0.03
|
-0.07
|
0.24
|
2.95
|
4.77
|
10.01
|
9.89
|
12.02
|
9.36
|
8.65
|
9.24
|
| Dsp Bond Fund |
-0.04
|
-0.15
|
0.21
|
0.73
|
2.02
|
6.65
|
7.39
|
6.10
|
5.77
|
6.23
|
6.78
|
| Dsp Bond Fund |
-0.04
|
-0.15
|
0.21
|
0.73
|
2.02
|
6.65
|
7.39
|
6.10
|
5.77
|
6.23
|
6.78
|
| Hdfc Medium Term Debt Fund |
-0.05
|
-0.09
|
0.23
|
1.21
|
2.71
|
7.12
|
7.45
|
6.36
|
6.95
|
7.15
|
7.69
|
| HSBC Medium Duration Fund |
-0.05
|
-0.13
|
0.18
|
1.00
|
2.35
|
6.94
|
7.52
|
|
|
|
|
| Icici Prudential Medium Term Bond Fund |
-0.12
|
-0.19
|
-0.10
|
1.00
|
2.99
|
7.97
|
7.84
|
6.85
|
7.51
|
7.45
|
7.89
|
| Bandhan Medium Duration Fund |
0.00
|
-0.01
|
0.20
|
0.89
|
1.94
|
5.78
|
6.71
|
5.33
|
6.14
|
6.46
|
7.21
|
| Invesco India Medium Duration Fund |
-0.01
|
0.01
|
0.29
|
0.92
|
1.95
|
6.01
|
6.83
|
|
|
|
|
| Kotak Medium Term Fund |
-0.14
|
-0.33
|
-0.27
|
0.88
|
2.94
|
8.03
|
8.11
|
6.74
|
6.63
|
6.93
|
|
| Nippon India Medium Duration Fund |
-0.02
|
0.03
|
0.45
|
1.38
|
2.86
|
9.29
|
8.49
|
9.11
|
1.66
|
3.39
|
|
| Sbi Medium Duration Fund |
-0.05
|
-0.11
|
0.04
|
1.08
|
2.64
|
6.82
|
7.47
|
6.38
|
7.45
|
7.94
|
8.39
|
| Sundaram Medium Duration Fund |
0.00
|
0.00
|
0.21
|
0.71
|
1.67
|
5.05
|
5.67
|
4.31
|
4.73
|
5.52
|
6.27
|
| UTI Medium Duration Fund |
-0.01
|
0.01
|
0.37
|
1.10
|
2.34
|
6.01
|
6.81
|
6.20
|
4.96
|
5.77
|
|
| Axis Strategic Bond Fund |
-0.07
|
-0.06
|
0.35
|
1.29
|
2.96
|
7.80
|
8.01
|
6.89
|
7.13
|
7.64
|
|
As On: 13 March 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Plan |
-0.03
|
-0.06
|
0.30
|
3.14
|
5.15
|
10.81
|
10.68
|
12.80
|
10.12
|
9.43
|
|
| Dsp Bond Fund |
-0.04
|
-0.14
|
0.24
|
0.82
|
2.21
|
7.03
|
7.77
|
6.48
|
6.16
|
6.67
|
|
| Dsp Bond Fund |
-0.04
|
-0.14
|
0.24
|
0.82
|
2.21
|
7.03
|
7.77
|
6.48
|
6.16
|
6.67
|
|
| Hdfc Medium Term Debt Fund |
-0.05
|
-0.08
|
0.28
|
1.36
|
3.04
|
7.82
|
8.17
|
7.10
|
7.73
|
7.91
|
|
| HSBC Medium Duration Fund |
-0.05
|
-0.11
|
0.24
|
1.16
|
2.67
|
7.64
|
8.26
|
|
|
|
|
| Icici Prudential Medium Term Bond Fund |
-0.12
|
-0.18
|
-0.05
|
1.15
|
3.31
|
8.66
|
8.52
|
7.55
|
8.21
|
8.23
|
|
| Bandhan Medium Duration Fund |
0.00
|
0.00
|
0.26
|
1.06
|
2.29
|
6.53
|
7.47
|
6.08
|
6.88
|
7.19
|
|
| Invesco India Medium Duration Fund |
-0.01
|
0.03
|
0.36
|
1.13
|
2.38
|
6.87
|
7.67
|
|
|
|
|
| Kotak Medium Term Fund |
-0.14
|
-0.31
|
-0.19
|
1.12
|
3.43
|
9.07
|
9.16
|
7.80
|
7.66
|
7.95
|
|
| Nippon India Medium Duration Fund |
-0.02
|
0.04
|
0.49
|
1.51
|
3.13
|
9.87
|
9.07
|
9.71
|
2.26
|
4.12
|
|
| Sbi Medium Duration Fund |
-0.05
|
-0.10
|
0.08
|
1.20
|
2.88
|
7.35
|
8.03
|
6.94
|
7.98
|
8.63
|
|
| Sundaram Medium Duration Fund |
0.00
|
0.02
|
0.29
|
0.94
|
2.09
|
5.92
|
6.56
|
5.27
|
5.67
|
6.46
|
|
| UTI Medium Duration Fund |
-0.01
|
0.02
|
0.42
|
1.26
|
2.67
|
6.72
|
7.52
|
6.89
|
5.65
|
6.47
|
|
| Axis Strategic Bond Fund |
-0.07
|
-0.05
|
0.40
|
1.44
|
3.27
|
8.46
|
8.72
|
7.60
|
7.86
|
8.37
|
|
As On: 13 March 2026
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Dsp Bond Fund |
4.41
|
6.87
|
5.09
|
5.58
|
5.64
|
6.15
|
| Aditya Birla Sun Life Medium Term Plan |
9.09
|
10.52
|
9.81
|
10.42
|
9.34
|
9.01
|
| Hdfc Medium Term Debt Fund |
5.54
|
7.11
|
5.24
|
5.94
|
6.45
|
7.01
|
| HSBC Medium Duration Fund |
4.99
|
7.11
|
|
|
|
|
| Icici Prudential Medium Term Bond Fund |
6.19
|
7.70
|
5.77
|
6.52
|
6.92
|
7.36
|
| Bandhan Medium Duration Fund |
3.92
|
6.26
|
4.41
|
4.97
|
5.67
|
6.35
|
| Invesco India Medium Duration Fund |
4.12
|
6.37
|
|
|
|
|
| Kotak Medium Term Fund |
6.13
|
7.86
|
5.71
|
6.19
|
6.42
|
|
| Nippon India Medium Duration Fund |
7.15
|
8.36
|
6.26
|
5.72
|
4.00
|
|
| Sbi Medium Duration Fund |
5.22
|
7.02
|
5.28
|
6.08
|
6.87
|
7.70
|
| Sundaram Medium Duration Fund |
3.37
|
5.26
|
3.45
|
3.87
|
4.45
|
5.30
|
| UTI Medium Duration Fund |
4.55
|
6.39
|
4.75
|
5.02
|
5.13
|
|
| Axis Strategic Bond Fund |
6.12
|
7.73
|
5.82
|
6.48
|
6.89
|
|
As On: 13 March 2026
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Plan |
9.90
|
11.33
|
10.60
|
11.20
|
10.10
|
|
| Dsp Bond Fund |
4.80
|
7.25
|
5.46
|
5.96
|
6.04
|
|
| Hdfc Medium Term Debt Fund |
6.23
|
7.83
|
5.94
|
6.69
|
7.23
|
|
| HSBC Medium Duration Fund |
5.68
|
7.83
|
|
|
|
|
| Icici Prudential Medium Term Bond Fund |
6.87
|
8.39
|
6.44
|
7.21
|
7.64
|
|
| Bandhan Medium Duration Fund |
4.66
|
7.02
|
5.14
|
5.72
|
6.41
|
|
| Invesco India Medium Duration Fund |
5.00
|
7.19
|
|
|
|
|
| Kotak Medium Term Fund |
7.16
|
8.91
|
6.73
|
7.24
|
7.44
|
|
| Nippon India Medium Duration Fund |
7.72
|
8.94
|
6.82
|
6.28
|
4.60
|
|
| Sbi Medium Duration Fund |
5.74
|
7.57
|
5.82
|
6.63
|
7.46
|
|
| Sundaram Medium Duration Fund |
4.24
|
6.17
|
4.34
|
4.80
|
5.40
|
|
| UTI Medium Duration Fund |
5.24
|
7.10
|
5.43
|
5.70
|
5.82
|
|
| Axis Strategic Bond Fund |
6.77
|
8.41
|
6.50
|
7.18
|
7.61
|
|
Performance Indicators
Calculated On: 27 February 2026
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Plan | 0.00 | -0.08 | -0.08 | 1.80 | 1.08 |
| Dsp Bond Fund | -0.38 | -0.28 | -0.18 | 1.43 | 0.97 |
| Dsp Bond Fund | -0.38 | -0.28 | -0.18 | 1.43 | 0.97 |
| Dsp Bond Fund | -0.38 | -0.28 | -0.18 | 1.43 | 0.97 |
| Dsp Bond Fund | -0.38 | -0.28 | -0.18 | 1.43 | 0.97 |
| Dsp Bond Fund | -0.38 | -0.28 | -0.18 | 1.43 | 0.97 |
| Dsp Bond Fund | -0.38 | -0.28 | -0.18 | 1.43 | 0.97 |
| Dsp Bond Fund | -0.38 | -0.28 | -0.18 | 1.43 | 0.97 |
| Dsp Bond Fund | -0.38 | -0.28 | -0.18 | 1.43 | 0.97 |
| Hdfc Medium Term Debt Fund | -0.03 | -0.25 | -0.17 | 1.29 | 0.93 |
| Hsbc Medium Duration Fund | 0.00 | -0.23 | -0.12 | 1.30 | 0.92 |
| Icici Prudential Medium Term Bond Fund | 0.00 | -0.03 | -0.03 | 1.03 | 0.73 |
| Bandhan Medium Duration Fund | -0.44 | -0.48 | -0.25 | 1.55 | 1.10 |
| Invesco India Medium Duration Fund | -0.10 | -0.40 | -0.28 | 1.45 | 1.02 |
| Kotak Medium Term Fund | 0.00 | -0.08 | -0.05 | 1.35 | 0.96 |
| Nippon India Medium Duration Fund | -0.05 | -0.24 | -0.20 | 1.89 | 1.07 |
| Sbi Medium Duration Fund | 0.00 | -0.26 | -0.26 | 1.21 | 0.86 |
| Sundaram Medium Duration Fund | -0.25 | -0.43 | -0.13 | 1.39 | 0.97 |
| Uti Medium Duration Fund | 0.00 | -0.42 | -0.25 | 1.30 | 0.95 |
| Axis Strategic Bond Fund | 0.00 | -0.04 | -0.04 | 1.20 | 0.84 |
Calculated On: 27 February 2026
| 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 |
2.30
|
2.36
|
1.00
|
0.44
|
3.70
|
0.34 |
0.08
|
|
1.69
|
2.2300
|
| Dsp Bond Fund |
1.21
|
0.68
|
0.73
|
0.41
|
0.06
|
0.82 |
0.79
|
|
0.47
|
-0.6000
|
| Dsp Bond Fund |
1.21
|
0.68
|
0.73
|
0.41
|
0.06
|
0.82 |
0.79
|
|
0.47
|
-0.6000
|
| Dsp Bond Fund |
1.21
|
0.68
|
0.73
|
0.41
|
0.06
|
0.82 |
0.79
|
|
0.47
|
-0.6000
|
| Dsp Bond Fund |
1.21
|
0.68
|
0.73
|
0.41
|
0.06
|
0.82 |
0.79
|
|
0.47
|
-0.6000
|
| Dsp Bond Fund |
1.21
|
0.68
|
0.73
|
0.41
|
0.06
|
0.82 |
0.79
|
|
0.47
|
-0.6000
|
| Dsp Bond Fund |
1.21
|
0.68
|
0.73
|
0.41
|
0.06
|
0.82 |
0.79
|
|
0.47
|
-0.6000
|
| Dsp Bond Fund |
1.21
|
0.68
|
0.73
|
0.41
|
0.06
|
0.82 |
0.79
|
|
0.47
|
-0.6000
|
| Dsp Bond Fund |
1.21
|
0.68
|
0.73
|
0.41
|
0.06
|
0.82 |
0.79
|
|
0.47
|
-0.6000
|
| Hdfc Medium Term Debt Fund |
1.36
|
0.75
|
0.74
|
0.43
|
0.28
|
0.74 |
0.74
|
|
-0.05
|
-0.3900
|
| Hsbc Medium Duration Fund |
1.43
|
0.82
|
0.75
|
0.42
|
0.38
|
0.74 |
0.76
|
|
0.00
|
-0.3300
|
| Icici Prudential Medium Term Bond Fund |
2.13
|
1.49
|
0.80
|
0.42
|
1.17
|
0.55 |
0.65
|
|
-1.44
|
0.1200
|
| Bandhan Medium Duration Fund |
0.73
|
0.36
|
0.66
|
0.42
|
-0.68
|
0.87 |
0.65
|
|
0.84
|
-1.0700
|
| Invesco India Medium Duration Fund |
0.82
|
0.41
|
0.67
|
0.43
|
-0.51
|
0.82 |
0.72
|
|
0.51
|
-1.0400
|
| Kotak Medium Term Fund |
1.84
|
1.23
|
0.83
|
0.39
|
1.02
|
0.75 |
0.63
|
|
0.26
|
0.5300
|
| Nippon India Medium Duration Fund |
1.41
|
1.11
|
0.83
|
0.48
|
1.22
|
0.74 |
0.32
|
|
1.78
|
0.6000
|
| Sbi Medium Duration Fund |
1.53
|
0.88
|
0.75
|
0.44
|
0.45
|
0.71 |
0.72
|
|
-0.45
|
-0.2700
|
| Sundaram Medium Duration Fund |
0.08
|
0.04
|
0.56
|
0.43
|
-1.51
|
0.76 |
0.64
|
|
0.21
|
-2.0600
|
| Uti Medium Duration Fund |
0.88
|
0.42
|
0.67
|
0.43
|
-0.39
|
0.75 |
0.73
|
|
-0.08
|
-1.0200
|
| Axis Strategic Bond Fund |
1.94
|
1.33
|
0.81
|
0.41
|
1.00
|
0.68 |
0.70
|
|
-0.46
|
0.2100
|