Medium-to-Long Duration Fund


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

हिंदी में: मीडियम-टु-लॉन्ग ड्यूरेशन फंड

Top Performing Medium to Long Duration Fund

Ranking Date: 30 September 2022

Fund Name BMSMONEY Medium to Long Duration Fund Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Sbi Magnum Income Fund

1 The Sbi Magnum Income Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13 funds. The fund has 22 KPIs that are in top quartile. The fund has 96% 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. 2.51% 6.42% -1.37% -1.97% 0.96 0.57 0.36

Aditya Birla Sun Life Income Fund

2 The Aditya Birla Sun Life Income Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. 2.01% 6.10% -2.20% -3.61% 0.66 0.34 0.41

Icici Prudential Bond Fund

3 The Icici Prudential Bond Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13 funds. The fund has 14 KPIs that are in top quartile. The fund has 74% 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 one performance parameter that is in bottom quartile. 2.57% 5.71% -1.61% -2.08% 0.80 0.43 0.41

Kotak Bond Fund

4 The Kotak Bond Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13 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. 1.33% 5.41% -2.46% -3.60% 0.55 0.26 0.42

Lic Mf Bond Fund

5 The Lic Mf Bond Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13 funds. The fund has six KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. 2.24% 4.17% -1.59% -2.79% 0.29 0.14 0.41

Nippon India Income Fund

6 The Nippon India Income Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13 funds. The fund has five KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 21% of the KPIs that are in bottom quartile. 2.30% 4.90% -2.70% -2.27% 0.49 0.24 0.44

Canara Robeco Income Fund

7 The Canara Robeco Income Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. 1.09% 4.33% -1.84% -2.79% 0.39 0.20 0.39

Boi Axa Conservative Hybrid Fund

8 The Boi Axa Conservative Hybrid Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13 funds. The fund has 12 KPIs that are in top quartile. The fund has 52% 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 seven KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. 20.99% 13.81% -13.12% -5.26% 0.25 0.16 0.56

Uti Bond Fund

9 The Uti Bond Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13 funds. The fund has eight KPIs that are in top quartile. The fund has 35% of the KPIs that are 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. 9.30% 6.67% -11.91% -9.62% -0.18 -0.06 0.47

Hdfc Income Fund

10 The Hdfc Income Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has nine KPIs that are in bottom quartile. The fund has 39% of the KPIs that are in bottom quartile. 0.65% 4.06% -2.59% -3.44% 0.18 0.08 0.40

Idfc Bond Fund - Income Plan

11 The Idfc Bond Fund - Income Plan is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13 funds. The fund has one KPI that is in top quartile. The fund has ten KPIs that are in bottom quartile. The fund has 43% of the KPIs that are in bottom quartile. 0.23% 4.35% -2.86% -5.04% 0.30 0.14 0.39

Hsbc Debt Fund

12 The Hsbc Debt Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13 funds. The fund has one KPI that is in 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. 0.01% 3.60% -2.82% -4.51% 0.15 0.07 0.42

Jm Income Fund

13 The Jm Income Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13 funds. The fund has one KPI that is in top quartile. The fund has 21 KPIs that are in bottom quartile. The fund has 91% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 0.30% 3.83% -9.99% -5.69% -0.65 -0.19 0.51

****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: 25 November 2022
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 Income Fund
-0.07
3
0.16
6
1.07
7
1.14
9
2.98
6
2.01
7
6.10
4
6.45
2
BOI AXA CONSERVATIVE HYBRID FUND
0.05
1
0.28
1
1.04
9
1.50
4
4.97
1
20.99
1
13.81
1
6.11
5
Canara Robeco Income Fund
-0.11
7
0.16
7
1.03
10
0.97
10
2.48
10
1.09
9
4.33
9
5.55
8
HDFC Income Fund
-0.09
6
0.17
5
1.07
8
1.28
8
2.80
7
0.65
10
4.06
11
4.63
11
HSBC Debt Fund
-0.07
2
0.15
8
1.10
4
0.78
12
2.29
12
0.01
13
3.60
13
4.99
10
ICICI Prudential Bond Fund
-0.08
4
0.13
12
1.01
11
1.62
3
3.57
3
2.57
3
5.71
5
6.39
3
IDFC BOND FUND - INCOME PLAN
-0.14
11
0.13
11
1.08
6
0.74
13
2.16
13
0.23
12
4.35
8
5.71
7
JM Income Fund
-0.16
13
0.14
10
1.12
2
0.90
11
2.45
11
0.30
11
3.83
12
1.76
13
KOTAK BOND FUND
-0.13
8
0.06
13
0.86
13
1.37
7
2.80
8
1.33
8
5.41
6
6.01
6
Nippon India Income Fund
-0.13
9
0.14
9
0.97
12
2.20
1
3.69
2
2.30
5
4.90
7
6.18
4
SBI Magnum Income Fund
-0.15
12
0.23
4
1.09
5
1.67
2
3.37
4
2.51
4
6.42
3
6.68
1
UTI Bond Fund
-0.08
5
0.23
2
1.11
3
1.48
5
2.76
9
9.30
2
6.67
2
3.25
12
LIC MF Bond Fund
-0.14
10
0.23
3
1.25
1
1.39
6
3.23
5
2.24
6
4.17
10
5.21
9

Returns (Direct Plan)

As On: 25 November 2022
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 Income Fund
-0.07
3
0.16
6
1.07
7
1.14
9
2.98
6
2.01
7
6.10
4
6.45
2
BOI AXA CONSERVATIVE HYBRID FUND
0.05
1
0.28
1
1.04
9
1.50
4
4.97
1
20.99
1
13.81
1
6.11
5
Canara Robeco Income Fund
-0.11
7
0.16
7
1.03
10
0.97
10
2.48
10
1.09
9
4.33
9
5.55
8
HDFC Income Fund
-0.09
6
0.17
5
1.07
8
1.28
8
2.80
7
0.65
10
4.06
11
4.63
11
HSBC Debt Fund
-0.07
2
0.15
8
1.10
4
0.78
12
2.29
12
0.01
13
3.60
13
4.99
10
ICICI Prudential Bond Fund
-0.08
4
0.13
12
1.01
11
1.62
3
3.57
3
2.57
3
5.71
5
6.39
3
IDFC BOND FUND - INCOME PLAN
-0.14
11
0.13
11
1.08
6
0.74
13
2.16
13
0.23
12
4.35
8
5.71
7
JM Income Fund
-0.16
13
0.14
10
1.12
2
0.90
11
2.45
11
0.30
11
3.83
12
1.76
13
KOTAK BOND FUND
-0.13
8
0.06
13
0.86
13
1.37
7
2.80
8
1.33
8
5.41
6
6.01
6
Nippon India Income Fund
-0.13
9
0.14
9
0.97
12
2.20
1
3.69
2
2.30
5
4.90
7
6.18
4
SBI Magnum Income Fund
-0.15
12
0.23
4
1.09
5
1.67
2
3.37
4
2.51
4
6.42
3
6.68
1
UTI Bond Fund
-0.08
5
0.23
2
1.11
3
1.48
5
2.76
9
9.30
2
6.67
2
3.25
12
LIC MF Bond Fund
-0.14
10
0.23
3
1.25
1
1.39
6
3.23
5
2.24
6
4.17
10
5.21
9
Click on + to See Details
As On: 25 November 2022
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 Income Fund

0.26
1
0.52
3
0.79
6
4.74
3
8.73
2

Boi Axa Conservative Hybrid Fund

0.15
4
1.58
1
5.77
2
13.83
1
3.88
11

Canara Robeco Income Fund

0.10
9
0.01
10
0.29
9
2.58
8
7.81
7

Hdfc Income Fund

0.12
7
-0.14
13
-0.01
11
2.91
7
6.72
10

Hsbc Debt Fund

0.01
13
-0.02
11
-0.03
12
2.42
9
7.28
8

Icici Prudential Bond Fund

0.19
3
0.15
7
1.13
3
3.62
6
8.44
5

Idfc Bond Fund - Income Plan

0.14
5
0.16
6
-0.05
13
2.28
11
8.44
4

Jm Income Fund

0.08
11
0.10
9
0.17
10
2.13
12
2.10
12

Kotak Bond Fund

0.10
8
0.11
8
0.41
8
3.87
5
8.33
6

Nippon India Income Fund

0.05
12
-0.13
12
0.80
5
2.34
10
8.51
3

Sbi Magnum Income Fund

0.23
2
0.28
4
0.82
4
4.39
4
8.95
1

Uti Bond Fund

0.09
10
1.40
2
7.71
1
8.83
2
1.43
13

Lic Mf Bond Fund

0.13
6
0.17
5
0.59
7
2.08
13
7.03
9
As On: 25 November 2022
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 Income Fund

0.30
1
0.62
3
1.03
7
5.18
3
9.41
5

Boi Axa Conservative Hybrid Fund

0.19
7
1.71
1
5.98
2
14.57
1
4.47
12

Canara Robeco Income Fund

0.19
6
0.29
8
0.86
9
3.75
8
8.94
8

Hdfc Income Fund

0.26
3
0.24
10
0.73
10
3.91
7
7.36
11

Hsbc Debt Fund

0.08
14
0.18
12
0.39
13
3.29
11
8.16
9

Icici Prudential Bond Fund

0.24
4
0.31
7
1.45
3
4.29
6
9.06
7

Idfc Bond Fund - Income Plan

0.19
8
0.33
6
0.28
14
2.96
13
9.13
6

Jm Income Fund

0.12
12
0.27
9
0.46
12
3.16
12
3.12
13

Kotak Bond Fund

0.20
5
0.36
5
0.93
8
4.96
5
9.46
4

Nippon India Income Fund

0.15
11
0.14
14
1.37
5
3.49
9
9.48
3

Nippon India Income Fund

0.15
10
0.14
13
1.37
4
3.49
10
9.49
2

Sbi Magnum Income Fund

0.28
2
0.45
4
1.15
6
5.09
4
9.68
1

Uti Bond Fund

0.11
13
1.48
2
7.87
1
9.26
2
2.10
14

Lic Mf Bond Fund

0.17
9
0.23
11
0.72
11
2.46
14
7.71
10
As On: 30 September 2022
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Income Fund

-3.61
8
-2.20
5
-0.74
5
3.51
8
2.36
6

Boi Axa Conservative Hybrid Fund

-5.26
11
-13.12
13
-2.80
11
12.65
13
7.17
13

Canara Robeco Income Fund

-2.79
5
-1.84
4
-0.68
4
3.03
5
1.98
5

Hdfc Income Fund

-3.44
6
-2.59
7
-0.79
6
2.74
2
1.93
4

Hsbc Debt Fund

-4.51
9
-2.82
9
-1.17
10
3.39
6
2.42
7

Icici Prudential Bond Fund

-2.08
2
-1.61
3
-0.58
2
2.85
4
1.91
3

Idfc Bond Fund - Income Plan

-5.04
10
-2.86
10
-1.15
9
3.85
10
2.67
10

Jm Income Fund

-5.69
12
-9.99
11
-4.32
13
5.58
11
4.92
12

Kotak Bond Fund

-3.60
7
-2.46
6
-0.86
7
3.47
7
2.44
8

Nippon India Income Fund

-2.27
3
-2.70
8
-0.98
8
3.64
9
2.46
9

Sbi Magnum Income Fund

-1.97
1
-1.37
1
-0.47
1
2.73
1
1.76
1

Uti Bond Fund

-9.62
13
-11.91
12
-3.35
12
7.39
12
4.73
11

Lic Mf Bond Fund

-2.79
4
-1.59
2
-0.61
3
2.82
3
1.87
2
As On: 30 September 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 Income Fund

0.66
3
0.34
3
0.57
3
0.41
0.03
4 1.02 2
0.88
2
0.02
3
0.49
3
-0.0014
4

Boi Axa Conservative Hybrid Fund

0.25
9
0.16
7
0.34
11
0.56
4.94
2 1.11 1
0.12
9
0.08
1
0.65
1
0.1027
1

Canara Robeco Income Fund

0.39
6
0.20
6
0.48
6
0.39
-0.67
7 0.84 5
0.91
1
-0.00
5
0.36
6
-0.0200
7

Hdfc Income Fund

0.18
10
0.08
10
0.40
9
0.40
-0.66
6 0.79 6
0.88
3
-0.00
7
0.34
8
-0.0215
9

Hsbc Debt Fund

0.15
11
0.07
11
0.39
10
0.42
-1.68
9 0.87 4
0.78
4
-0.01
8
0.30
9
-0.0181
6

Icici Prudential Bond Fund

0.80
2
0.43
2
0.59
2
0.41

Idfc Bond Fund - Income Plan

0.30
7
0.14
9
0.44
8
0.39
-1.63
8 1.00 3
0.71
6
-0.00
4
0.36
5
-0.0123
5

Jm Income Fund

-0.65
13
-0.19
13
0.04
13
0.51
-1.82
10 0.71 8
0.23
8
-0.03
9
0.23
10
-0.0330
10

Kotak Bond Fund

0.55
4
0.26
4
0.52
4
0.42

Nippon India Income Fund

0.49
5
0.24
5
0.50
5
0.44

Sbi Magnum Income Fund

0.96
1
0.57
1
0.64
1
0.36
2.68
3 0.60 9
0.59
7
0.03
2
0.60
2
-0.0002
3

Uti Bond Fund

-0.18
12
-0.06
12
0.14
12
0.47
8.00
1 -0.36 10
0.01
10
-0.05
10
0.45
4
0.0206
2

Lic Mf Bond Fund

0.29
8
0.14
8
0.46
7
0.41
-0.20
5 0.73 7
0.72
5
-0.00
6
0.35
7
-0.0213
8




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